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  • Senior Portfolio Manager, Field Innovation - Climate Impact

    NRG Consulting Group

    Remote vice president and portfolio manager job

    A prominent global philanthropy fund is seeking a Senior Portfolio Manager for Field Innovation with a focus on tackling challenges in energy transition. The role involves strategic leadership in renewable energy finance and coal phase out, supporting initiatives through strong collaboration across sectors. Candidates should have substantial experience in relevant areas, particularly in coal finance, and excellent communication skills. The position offers a competitive salary range of $120,000-$140,000 and flexible work options including remote work for those in compatible time zones. #J-18808-Ljbffr
    $120k-140k yearly 6d ago
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  • Portfolio Manager (South Pacific Region) - REnew Pacific

    Palladium 3.1company rating

    Remote vice president and portfolio manager job

    *Applications will be accepted until 11:59 PM AEST on 26 January 2026. We encourage you to apply early as the position may close sooner if a suitable candidate is found. Position: Long Term (Full Time) Classification: Level 15 Reports To: Senior Portfolio Manager Location: Based and have working rights in Fiji or Samoa *Candidates must have valid right to work in the country where they are based. Palladium cannot consider applicants who require work authorisation sponsorship for this role. About REnew Pacific Palladium is a global leader in the design, development, and delivery of Positive Impact - the intentional creation of enduring social and economic value. We work with governments, businesses, and investors to solve the world's most pressing challenges. With a team of more than 4,000 employees operating in 90-plus countries and a global network of over 35,000 experts, we help improve economies, societies, and, most importantly, people's lives. REnew Pacific is an AU$75M program over 4.5 years. It aims to scale and expand on the critical lessons learned in the DFAT-funded Business Partnerships Platform (BPP) pilot to support DFAT and the Australian Infrastructure Financing Facility for the Pacific (AIFFP) to address climate infrastructure mitigation, adaptation and resilience among Pacific states and help Australia be the climate infrastructure partner of choice in the Pacific. Purpose of Position The Portfolio Manager - South Pacific Region is an integral part of the REnew Pacific program and leads the in-country management of the program's portfolio of renewable energy projects in the southern Pacific Island Countries, particularly Fiji, Samoa, Tuvalu and/or others. The Portfolio Manager - South Pacific Region assists in the development and granting of projects and manages the day-to-day interactions with recipient partners, monitoring progress and supporting implementation. The role also contributes to implementation of REnew Pacific strategies and plans including related to GEDSI, localisation and monitoring, evaluation and learning. REnew Pacific staff work remotely from Australia's east coast and various Pacific nations. REnew Pacific does not have an operating office in the South Pacific region, so this position operates remotely. Depending on the circumstances of the candidate, REnew Pacific will work out a solution for a remote work location, or support communications infrastructure necessary to work from home. Primary Responsibilities Under the guidance and direction of the Senior Portfolio Manager, the Portfolio Manager - South Pacific Region will: Portfolio Management and Pipeline Development: Manage a portfolio of REnew Pacific projects and partnerships in South Pacific region, in accordance with grant agreements and the REnew Pacific Grant Management Framework Serve as the primary relationship manager for established grants and related partners, ensuring coordination and effective communication with partners Lead program processes, monitoring progress and key risks, maintaining excellent relationships and keeping the Senior Portfolio Manager and DFAT informed as appropriate Regularly liaise with DFAT Posts to ensure awareness and coordination of the portfolio. Support REnew Pacific partners to anticipate issues, problem solve and work adaptively in a dynamic context. Support the REnew Pacific team in the identification and pursuit of partnership and project opportunities. Coordinate partner engagement for pipeline development. Establish and maintain effective relationships with providers and suppliers of technical solutions for renewable energy in Pacific Island Countries (PICs) to ensure that locally-based firms and personnel participate in project development, design and delivery where possible Support REnew Pacific communications and public diplomacy activities including to frame and detail project level stories and lessons learned Lead project level reporting, analysis, and work planning, keeping REnew Pacific Management Information Systems up to date. Lead partner activities including training and capacity building Escalate complex issues to the Senior Portfolio Manager at the earliest opportunity Leadership and Management: Provide timely and accurate reporting through REnew Pacific systems, including health and safety incidents, fraud and child protection reporting as well as project activity reporting Champion REnew Pacific commitments such as promotion of gender equality, disability and social inclusion Other: Travel locally and internationally, as required. Any other tasks requested by the Senior Portfolio Manager or REnew Pacific's Portfolio Team and REnew Pacific Leadership Team as appropriate to the incumbent's experience and qualifications. Due to the evolving nature of our program, it is possible that the incumbent may be expected to undertake duties that fall outside the remit of their original Terms of Reference as reasonably required to ensure the ongoing success of the program. Reporting Requirements This role reports into Senior Portfolio Manager. Reporting requirements may include but are not limited to: Attendance at team meetings, other requested meetings and regional meetings (e.g. townhalls). Regular (minimum of monthly) one to one meetings with your line manager on the status of personal Key Result Areas (KRAs), career development discussions and any other matters. Minimum Education and Experience Required A degree in engineering, science, energy systems, natural resource management, or other relevant disciplines or equivalent level of experience. Experience with renewable energy projects in off-grid applications and/or demonstrated knowledge of renewable energy systems, with a focus on the Pacific Islands is highly desirable. Demonstrated experience in portfolio management, rural and community development and partnership skills. Project management, time management, reporting and analysis skills, including ability to manage budgets and write progress reports. Experience in research and producing written summaries and analyses. Demonstrated ability to work autonomously with limited supervision, to work to deadlines, and to balance competing priorities. Excellent written and oral communications skills with demonstrated experience in using communications strategically for advocacy purposes. Ability to prioritise and work calmly under pressure. Demonstrated commitment to diversity and inclusion, particularly in a cross-cultural context Equity, Diversity & Inclusion - Palladium is committed to embedding equity, diversity, and inclusion into everything we do. We welcome applications from all sections of society and actively encourage diversity to drive innovation, creativity, success, and good practice. We positively welcome and seek to ensure we achieve diversity in our workforce; and that all job applicants and employees receive equal and fair treatment regardless of their background or personal characteristics. These include: (but are not limited to) socio-economic background, age, race, gender identity and expression, religion, ethnicity, sexual orientation, disability, nationality, veteran, marital or Indigenous status. Safeguarding - We define Safeguarding as "the preventative action taken by Palladium to protect our people, clients and the communities we work with from harm". We are committed to ensuring that all children and adults who come into contact with Palladium are treated with respect and are free from abuse. All successful candidates will be subject to an enhanced selection process including safeguarding-focused interviews and a rigorous due diligence process. Apply now Share Save Job
    $69k-160k yearly est. 1d ago
  • Asset Manager - Distressed Assets

    Talently

    Remote vice president and portfolio manager job

    Job Title: Asset Manager Salary: $130,000-$155,000 Skills: Turnaround Asset Management, Distressed Assets, Value-Add Strategies, Financial Analysis, Property Management About the Real Estate Company / The Opportunity: Seize the opportunity to lead the recovery and repositioning of complex real estate assets for a forward-thinking organization in the real estate industry. As an Asset Manager specializing in distressed assets, you will play a pivotal role in restoring value and stabilizing performance across a portfolio of underperforming or distressed multifamily, commercial, and mixed-use properties. This remote position requires extensive travel nationwide, direct engagement with senior leadership, and the chance to drive meaningful impact through expertise in operational execution and financial oversight. Responsibilities: Conduct deep financial and operational reviews of distressed properties to diagnose causes of underperformance. Evaluate rent rolls, occupancy, expense trends, tenant quality, and market positioning to develop effective turnaround strategies. Create and implement comprehensive asset recovery plans, including leasing initiatives, expense controls, capital improvements, and management changes. Lead repositioning efforts for value-add assets with renovations, amenity upgrades, and rebranding. Partner with leasing, property management, and capital project teams to optimize rent pricing, marketing, and tenant retention. Monitor day-to-day property operations, recommending staffing changes, process improvements, and vendor renegotiations. Prepare and present asset updates and financial reports to leadership and external partners. Oversee CapEx planning and support refinancing, sale preparation, or recapitalization as assets stabilize. Must-Have Skills: 4+ years of experience in real estate asset management, specifically dealing with distressed asset turnaround Strong proficiency in financial modeling Ability to lead cross-functional teams and enact influence Bachelor's degree in Real Estate, Finance, Business, or related field.
    $130k-155k yearly 2d ago
  • Remote Tax Manager-Lead In-House Tax Team

    Solid Rock Recruiting LLC

    Remote vice president and portfolio manager job

    A rapidly growing financial services company is seeking a Tax Manager to lead and build in-house tax services. This role offers a unique opportunity for growth and ownership in shaping a new department. Ideal candidates will have CPA qualifications, strong tax experience, and leadership skills. Compensation ranges from $120,000-$170,000+ based on experience, alongside comprehensive benefits and performance bonuses. #J-18808-Ljbffr
    $120k-170k yearly 3d ago
  • Tax Manager - Private Companies

    PwC 4.8company rating

    Vice president and portfolio manager job in Columbus, OH

    Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. We lead the way as tax advisors dedicated to innovation; providing our clients with the right skills & technology to problem solve & provide sustained outcomes. We adopt a practical & holistic approach to meet the unique needs of private companies & their owners. We thrive in an environment where transactions are complex & require an advanced level of sophistication. We are distinguished by our technical knowledge, specialization, & industry insights which address our clients' needs. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level knowledge and/or a proven record of success in complex tax issues faced by non-publicly traded companies and day to day compliance and consulting for a variety of entities including corporations, and pass-through entities. Demonstrates extensive-level abilities and/or a proven record of success in identifying and addressing client needs: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; Preparing and/or coordinating complex written and verbal materials; Supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $79k-110k yearly est. 6d ago
  • Tax Manager - Reduced Hours and Unlimited PTO ($150K)

    Cybercoders 4.3company rating

    Remote vice president and portfolio manager job

    Tired of the endless grind during busy season? Looking for a firm where you can actually have a life, grow your career, and work with people you genuinely enjoy? We're a Top 300 CPA firm serving high-net-worth individuals and small businesses in thriving industries like technology, construction, real estate, and healthcare. What makes us different? We've built our entire culture around three pillars: balance, growth, and belonging. Unlike most firms, we spread out workloads to avoid burnout, give you the flexibility to work remotely from anywhere in the U.S. (bonus points if you're near Nashville or Clarksville), and provide a clear path to partner for those who want it. Why You'll Love Working Here Real work-life balance - long weekends in the off-season, no "always on" culture 4-5 weeks PTO + holidays right from the start Career growth you can see - mentorship and a transparent path to partner Supportive culture - from top to bottom, our team is kind, collaborative, and approachable Full benefits - 401(k) match, medical, dental, and vision Competitive pay + bonus potential - 130-150K + Bonus What You'll Do We're hiring for multiple Tax roles, including HNW-focused Senior Tax Managers and Tax Managers with specializations in: Generalist Real Estate Tax Strategy Your work will include: Reviewing and managing tax returns, extensions, and tax planning for HNW clients Preparing and reviewing complex projections for individual and corporate tax liability Overseeing client deliverables and deadlines with a focus on quality and relationships Leading tax research and communicating findings to clients and team members Mentoring staff and being a resource on tax processes, software, and workflows What You'll Bring 4-12+ years of relevant tax experience Strong background in individual tax compliance and planning (CS Suite/UltraTax experience a plus) Bonus points for gift, estate, trust, or partnership tax exposure Curious, forward-thinking mindset with a passion for improvement A collaborative, positive personality that makes you a great team player and mentor The Bottom Line At our firm, you won't just clock in and out-you'll grow, thrive, and enjoy the work you do. If you're looking for a place where culture and balance are more than just buzzwords, we'd love to talk. Kiefer.Cundy@cybercoders.com
    $66k-93k yearly est. 3d ago
  • Branch Manager

    Sunbelt Rentals, Inc. 4.7company rating

    Vice president and portfolio manager job in Columbus, OH

    Are you seeking an entrepreneurial, empowering workplace that allows you to: • Have overall responsibility for the performance of a multi-million dollar revenue business • Leverage your current leadership skills to build a success driven team • Build a successful career with a multi-unit or sales leadership career track Sunbelt Rentals--the fastest growing rental business in North America--is seeking a Branch Manager. The Sunbelt Rentals branch manager is titled "Profit Center Manager" because the role is responsible for the overall direction, coordination, and evaluation of the rental center business unit. This includes leading all aspects of Sales, Customer Service, Fleet Maintenance, and Logistics, including achievement of financial and performance goals. The role is also responsible for the unit's operational and financial reporting functions. Education or experience that prepares you for success: • Business Management degree with at least 1 year of Rental Industry experience OR 3-4 years of Rental Industry experience • Must have a valid driver's license and acceptable driving record history Knowledge/Skills/Abilities you may rely on • Strong leadership and communication skills • Understanding of P&L and other key financial controls • Experience in outside sales or other experience in negotiation and influencing • Experience in construction or industrial markets helpful • High level of accountability, time management and willingness to learn all aspects of the business
    $37k-50k yearly est. 4d ago
  • Diversified Markets Portfolio Manager

    Farm Credit Services of America 4.7company rating

    Remote vice president and portfolio manager job

    We are seeking a Diversified Markets Portfolio Manager to join our Farm Credit family! This position supports the growth of an assigned portfolio by collaborating with Association leaders to manage a portfolio of capital markets clients through the lending process. Providing ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are exceeded. The portfolio Manager is responsible for client relationships as well as on-going lending and servicing support. Responsibilities: Credit Portfolio Management: The role involves supporting capital markets activities by collaborating in lending processes, preparing investor materials, and assisting with underwriting and syndication efforts. It also includes developing new business, expanding existing client relationships through research and judgment, ensuring consistent credit administration, and representing the organization at capital market events. Credit Analysis & Administration: The role ensures adherence to credit policies and regulatory standards, maintains strong credit administration ratings, and conducts thorough applicant interviews using differential analysis. It involves assessing credit risk, making decisions within authority, staying current through training, and ensuring compliance with disclosure requirements for all loan types. Portfolio Servicing: The role involves monitoring loan portfolios to ensure timely and sound servicing, conducting periodic reviews, gathering information for renewals, and making informed recommendations. It also includes identifying deteriorating credit conditions and performing risk assessments to suggest necessary adjustments. Requirements: • Education and/or experience equivalent to a Bachelor's degree in Business Administration, Agriculture Economics, Finance, Accounting, or related fields. MBA preferred. • 3-7 years related work experience preferred • Ability to communicate effectively with all levels of the organization • Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the borrower and the Association • Ability to travel within the assigned territory and occasional travel across the association • Ability to work independently and as a team member under minimal supervision • Excellent computer skills • Focus on problem solving skills with solutions-driven results • Current awareness of economic developments and production technology affecting agriculture in the region Other Details: AgSouth is an Equal Opportunity Employer, including veterans and individuals with disabilities. Why AgSouth? When you work here, you have an opportunity to make a difference for agriculture and rural communities. Part of the national Farm Credit System, we are an agricultural lending cooperative that provides loans for land, production agriculture, farm equipment, crop insurance, leasing, and home mortgages. Our $4 billion portfolio of customers and strong presence in local communities across North Carolina, South Carolina, and Georgia allow us to effectively serve our member-borrowers as the largest agricultural lender in the southeast. At AgSouth, we value our employees and provide them room to grow both personally and professionally. If you're looking for more than just a job, consider joining the AgSouth family! What can we offer you? • Competitive pay, with paid vacation, holidays and sick leave, as well as paid time off for volunteering • Corporate incentive plan with spot bonuses for top-notch work • Medical, dental and vision insurance, as well as life and disability insurance • Flexible spending and health savings accounts • Generous 401(k) matching contributions, as well as additional employer contributions • Reimbursement for approved higher education pursuits • A wellness program for employees, which includes resources for a healthier lifestyle • Corporate learning programs for professional development • Other perks, such as employee discounts on select cell phone providers, computers, etc.
    $104k-206k yearly est. Auto-Apply 60d+ ago
  • Portfolio Success Manager

    Shipbob 3.8company rating

    Remote vice president and portfolio manager job

    As a member of the ShipBob Team, you will... Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob. Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights. Experience a High-Performance Culture and Clear Purpose: Our commitment to delivering results creates a goal-driven, high-performance culture where everyone is empowered to contribute to our mission with a clear understanding of their direct impact and accountability. We measure success in tangible ways, allowing each team member to see the positive outcomes of their work and celebrate shared victories. Location: Remote in these states: AL, AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI Role Description: The Portfolio Success Manager (PSM) brings premier account management strategy to their portfolio of enterprise level merchants at ShipBob. A PSM focuses on driving expansion solutions domestic and international, building executive level relationships and trusted partnership, and managing an account team and processes for smooth business operations. Their mission is not only to provide a world-class merchant experience, but also strategies and relationships that are built to last. A PSM will need to be comfortable running strategic in-person business reviews, innovating both externally with the client and internally within ShipBob to help the organization evolve with our top client's needs. Success for a PSM is building a robust account team and processes with SOPs and reporting capabilities, run and close complex expansion deals, and develop relationships and close partnership contracts at an executive level. This role reports to the Senior Manager, Merchant Success. What you'll do: Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience. Manage a book of high revenue clients and grow their business within ShipBob. Source and close expansion deals within your merchant book of business. Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants. Collaborate cross departmentally with multiple stakeholders. Coach and build an effective account team to elevate the merchant experience through best-in-class communication, process management, and de-escalation. Analyze merchant supply chains to identify performance opportunities, efficiencies, and risk mitigation strategies. Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business. Experience with data analytics - reviewing and utilizing data to make decisions. Additional duties and responsibilities as necessary. What you'll bring to the table: 8-10 years of experience in sales and merchant services in a related industry. Experience in ecommerce preferred. Proven experience in business reviews with internal and external stakeholders, with confidence in presenting to C-suite executives. Established ability to negotiate and deliver contractual partnership deals. Demonstrated ability to manage and foster a positive team culture. Ability to build consultative and executive-level customer relationships. Excellent conflict resolution abilities and negotiation experience. Advanced written and verbal communication skills. Desire to work in a fast-paced environment. Advanced experience in Microsoft Office Suite. This role will require up to 15% of travel. Perks & Benefits: Medical, Dental, Vision & Basic Life Insurance Paid Maternity/Parental Leave Program Flexible Time Off Program Paid Sick Leave Wellness Days (1 day/quarter) 401K Match Comprehensive Benefits Package >>> ******************************** See Our High-Performing Culture >>> Check us out on Instagram (@lifeatshipbob) We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions. About You: The work we do at ShipBob is both challenging and rigorous, which means our environment isn't the right fit for everyone, and that's okay. We welcome energetic high performers who thrive in a dynamic, collaborative, results-driven environment. We value individuals who embrace accountability and humility, push boundaries, and are motivated by challenging work. Every team member, no matter their role or tenure, is expected to roll up their sleeves and tackle the complex problems we face in today's global supply chain. Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (********************************culture/). About Us: ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob's proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob's dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago. ShipBob provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis.
    $93k-182k yearly est. Auto-Apply 4d ago
  • Applications Portfolio Manager - Microsoft Platforms

    Michael Baker 4.6company rating

    Remote vice president and portfolio manager job

    Michael Baker International is seeking an experienced “Application Portfolio Manager” as part of its IT organization. The Portfolio Lead will be accountable for operationalizing and strengthening the seamless exchange of knowledge across the enterprise through effective deployment of existing and new technologies, processes, and practices. This portfolio manages the Microsoft 365 suite including SharePoint, Teams, Power Platform and other M365 based applications and project collaboration environments across all business units and corporate functions to help improve the speed and accuracy of project collaboration, operations, and reporting. Additionally, there are several Microsoft-based custom applications that are maintained within this portfolio. Portfolio responsibility includes technology vision and best practice deployment and business process integration of the M365 suite of applications as well as CX and Marketing platforms. The ability to form strong relationships with stakeholders, proactively manage risk, and facilitate high performing teams are essential in this role. RESPONSIBILITES Portfolio & Applications Management Lead the full lifecycle of enterprise applications including the M365 stack that includes SharePoint, Teams, Power Platform as well as CX and Marketing platforms. Build, manage, and set the direction of the Knowledge Management portfolio and its team members Create, capture, organize, and assess knowledge assets for enterprise use. Coordinate with cross-functional organizations to align KM strategy with broader organizational learning strategies. Develop a robust technology roadmap for implementing knowledge management that builds upon industry best practices and leverages tooling and process advancements. Promote the use of knowledge management tooling and processes to facilitate sharing of knowledge. Build and drive the culture of knowledge sharing within site operations and serve as the advocate for KM initiatives within site operations. Strategic analysis of the current knowledge environment and planning of a future knowledge/information architecture. Translate business needs into long-term technical solutions to solve problems. Apply industry best practices and standards, leading-edge technology, and innovative solutions to complex problems. Lead and advise business users company-wide in the creation and maintenance of MS-SharePoint, MS-Groups and MS-Teams based intranet and project portal sites and coordinate maintenance/configuration/customization needs with in-house and/or third-party IT service providers. Function as the Subject Matter Expert for Microsoft 365 tools and processes Create and advertise use cases for Microsoft tools, and assist businesses in adoption Provide support, training, and information to drive adoption and ensure professionals are successful in utilizing Microsoft 365 tools Lead implementation of new tools, including project management and change management activities Oversee end user support for Microsoft 365 and CX applications Support, educate and assist business unit and Site Portal Administrator's management of content and layout within the SharePoint portal environment. Collaborate with marketing and customer success teams to deliver personalized, data-driven experiences. Team Development and Stakeholder Engagement Meet with business decision makers to determine functional requirements and translate business and customer requirements into scalable solutions. Partner with business process owners for development, maintenance, and analysis for future centralization of knowledge within the platform. Mentor and develop KM and CX team members. Foster a collaborative, high-performance environment focused on innovation and delivery. Build strong relationships with business units, leaders, and IT partners to identify needs and deliver impactful solutions. Operational Excellence Ensure quality, compliance, and security across all managed applications and platforms. Adoption: Roadmap, develop, coordinate, and manage implementation of enterprise SharePoint, Microsoft 365 and other tools and best practices. Internal Processes: Lead information management process definition and implementation. Enterprise Content Management: Provide support for enterprise content management consolidation and best practices-based toolset adoption. Services Support: Work with business to manage information needs. Training and Education: Create and provide administrator and end user sessions as necessary to support appropriate tool use. PROFESSIONAL REQUIREMENTS Bachelor's degree in Computer Science, Information Technology, or related field. 10+ years of progressive experience in IT, portal, content management, .com sites and/or engineering applications, including leading large-scale projects and initiatives in a complex organization. Expertise in M365, SharePoint, Power Platform as well as varied CX and Content Technologies. Proven experience defining and executing Knowledge, Document Management and Marketing strategies at scale. Strong background in business analysis, solution architecture, and portfolio management. Experience managing cross-functional teams and external partners. Excellent communication, presentation, and stakeholder management skills. Demonstrated ability to drive adoption and deliver measurable results. PREFERRED QUALIFICATIONS Experience in the Architectural, Engineering, and Consulting (AEC) industry. Supervisory and training experience. Application portfolio management in complex, multi-business environments. COMPENSATION The approximate compensation range for this position is $140,000- $180,000. This compensation range is a good-faith estimate for the position at the time of posting. Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location. BENEFITS We offer a comprehensive benefits package including: Medical, dental, vision insurance 401 (k) Retirement Plan Health Savings Account (HSA) Flexible Spending Account (FSA) Life, AD&D, short-term, and long-term disability Professional and personal development Generous paid time off Commuter and wellness benefits #LI-KR2 #LI-REMOTE
    $140k-180k yearly Auto-Apply 60d+ ago
  • Systematic Portfolio Manager - Crypto / CeFi

    Elliot Partnership

    Remote vice president and portfolio manager job

    Crypto Portfolio Manager | Senior Crypto Quant Trader Cryptocurrency trading | Digital Assets | CeFi | Systematic Trading NYC or US based (remote) A stealth mode systematic crypto trading firm is looking to add a Portfolio Manager / Senior Quant Trader to its ranks. The firm is led and backed by the biggest names on the Street and the founders have decades of experience. This is a rare opportunity to join a growing A-team with incredible talent density, meritocratic culture, no politics and razor-sharp focus on outcome. They are seeking a demonstrably strong candidate with leading knowledge of the digital assets market to implement a fully systematic or grey box strategy, managing a mostly CeFi oriented crypto portfolio of spot and/or perps. The candidate will be expected to have a systematic trading track record of at least 2 years with a sharpe above 2.5. Pay-out is top of the industry on a PnL basis. The successful candidate will also receive: Access to Capital and high % pay-out Interesting team growth opportunity Collaborative culture Required: Detailed CV and Investment process plan Min 2 year track record of risk adjusted returns Sharpe ratio above 2 PM must have managed live capital of minimum $5m BSc / MSc in Quant Math or Science discipline
    $106k-186k yearly est. 60d+ ago
  • Customer Portfolio Manager CPM TX

    GE Vernova

    Remote vice president and portfolio manager job

    Management of all resources, and logistics required to perform services and maintenance activities on customers' site/property. These activities contribute to, maintain, repair and refurbish sold or existing products. Includes all types of maintenance service (preventive and remedial), manage maintenance facilities and field services engineering. Responsible for departmental operations planning/execution or is focused on execution of professional activities within a technical discipline. Functions with some autonomy but guided by established policies or review of end results. The job allows modification of procedures and practices covering work as long as the end results meet standards of acceptability (quality, volume, timeliness etc.). **Job Description** **Roles and Responsibilities** + Act as the single point of contact to the Greek Transactional and MMP customers for timely and satisfactory resolution of concerns covering a wide variety of support services offered for assigned region, product, or coverage area - Responsible for knowledge of assigned region, coverage area, or product lines, their associated configuration installations, and represents the most direct access to all appropriate internal functions to support the customer · Establish and maintain contact to provide on-going technical and business support to assigned customers in designated geographic region or coverage area + Includes direct people management responsibility including staffing and performance development. Utilizes in-depth knowledge of a technical discipline and analytical thinking and technical experience to execute policy/strategy. + Has knowledge of best practices and how own area integrates with others; is aware of the competition and the factors that differentiate them in the market + Uses some judgment and has some ability to propose different solutions outside of set parameters to address more complicated manufacturing processes with technical variety and/or interdependent production cycles. Uses technical experience and analytical thinking. Uses multiple internal and limited external sources outside of own teams to arrive at decisions. + Acts as a resource for colleagues with less experience. May lead small projects with low risks and resource requirements. Explains information; developing skills to bring team members to consensus around topics within field. Conveys performance expectations and may handle sensitive issues. **Required Qualifications** + For roles outside of the USA- This role requires advanced experience in the Services & Customer Service Management. Knowledge level is comparable to a Bachelor's degree from an accredited university or college ( or a high school diploma with relevant experience). + For roles in USA - Bachelor's degree from an accredited university or college (or a high school diploma / GED with at least 6 years of experience in Job Family Group(s)/Function(s)). **Desired Characteristics** + Strong oral and written communication skills. Demonstrated ability to analyze and resolve problems. Ability to document, plan, market, and execute programs. Established project management skills. **Additional Information** **Relocation Assistance Provided:** No \#LI-Remote - This is a remote position GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
    $93k-165k yearly est. 16d ago
  • Remote Healthcare Portfolio Manager

    Insight Global

    Remote vice president and portfolio manager job

    Insight Global is seeking a Portfolio Manager to work fully remote on a one-year contract, with the possibility of conversion to a full-time role or extension. This individual will support wholesale affiliate partners and oversee a portfolio of approximately 20-25 projects. The ideal candidate will have exceptional communication skills and strong leadership capabilities to collaborate closely with executive stakeholders. Day to day, they will manage a portfolio budget of $20-25 million and be responsible for EAC (estimate at completion) forecasting, burn rate analysis, and managing both labor and non labor budgets. They will also be expected to create forecast trends. All financial documentation will be maintained in Clarity. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - Ability to create PowerPoint presentations without direction for executive-level audiences - Strong communication skills to effectively engage with executives - Able to improve reporting, identifying process gaps (risk mgt), and building dashboard visibility for leadership - Experience managing a budget of at least $20 million o Establish funding buckets o Resource allocation o Burn Rate Analysis - Experience using Clarity (or a comparable financial documentation tool-excluding Microsoft tools) - Healthcare insurance experience (highly preferred)
    $91k-160k yearly est. 2d ago
  • Manager, Portfolio Management

    Nonprofit Finance Fund 4.3company rating

    Remote vice president and portfolio manager job

    Senior Director, Portfolio Management Suite: Credit Risk and Loan Administration Department: Portfolio Management Location: Fully US-based remote; must reside within commutable distance to an NFF office (Boston, Los Angeles, New York, Oakland, Philadelphia). Salary Range: $99,500 - $110,600 About Nonprofit Finance Fund Nonprofit Finance Fund (NFF ) is a nonprofit lender, consultant, and advocate. For more than 40 years, we've helped organizations access the money and resources they need to realize their communities' aspirations. Alongside others, we're working to build community wealth and well-being and put affordable housing, essential services, quality jobs, and excellent education within reach of more people. At NFF, we envision a world of shared prosperity, where communities have the capital, community assets, knowledge, and agency to thrive. Learn more about our work to achieve our vision through our Theory of Change and Values. About This Role Nonprofit Finance Fund is looking for talented and mission-driven Manager, Portfolio Management who specializes in commercial loans to support our Portfolio Management team in the post-closing relationship management of NFF's borrowers. The Portfolio Management team serves as the client point of contact once the loan has closed, and is responsible for payment performance, compliance monitoring, annual review, financial analysis, and risk mitigation. Portfolio Managers manage a broad array of loans and enable NFF to identify and resolve performance-related concerns. The Portfolio Management team also measures and presents lending business insights, credit risk, and performance metrics. This role offers a unique opportunity to work hands-on with our borrowers and leverage analytical skills to drive meaningful and lasting change in the communities we serve. NFF is a remote-first organization with offices in Boston, New York, Philadelphia, Oakland, and Los Angeles. This is a US-based remote role, with a strong preference for candidates within commutable distance to one of NFF's offices. NFF has core business hours where we expect all staff to be available from 9:00 am to 5:00 pm local time, and occasional travel (20%) is required. What You Will Do Essential responsibilities for this role include, but are not limited to: Portfolio Monitoring & Risk Management (35%) Oversee the performance of assigned loan portfolios and asset classes Analyze portfolio trends and identify emerging risks by evaluating payment performance, borrower financial ratios, pricing, economic conditions, and other relevant indicators Prepare quarterly loan impairment analyses for troubled loans within the assigned portfolio Produce annual portfolio reviews that surface trends, assess risk, and keep internal stakeholders informed of performance and concerns Deliver consistent, accurate financial and risk analyses during key loan events, including annual reviews, modifications, extensions, and defaults Relationship Management & Customer Service (35%) Deliver high-quality, responsive customer service across all borrower interactions, including answering questions and advising on loan transactions Serve as the primary post-closing relationship manager for NFF borrowers Proactively follow up with borrowers regarding covenant compliance, performance concerns, or other post-closing issues Compliance, Documentation & Workout Management (20%) Manage loan covenant compliance, including financial statement collection, periodic compliance testing, and borrower follow-up related to covenant violations Prepare loan documentation to implement approved changes or coordinate with legal counsel to ensure timely and accurate execution Analyze loan issues and propose solutions, clearly articulating risks and tradeoffs in formal credit memoranda Develop and support loan workout plans under the direction of the Senior Director and Chief Credit Officer, ensuring adherence to approved strategies Meetings and Other Duties As Assigned (10%) Attend internal and external meetings as needed As work and community/client needs change assignments, projects, and job duties will be assigned and may change Who You Are and Minimum Qualifications Minimum of five (5) years of professional Portfolio and/or Asset Management experience with financial analysis expertise in Financial Services, Commercial Real Estate, or other related fields Formal Commercial Credit training from a recognized bank or institution A Bachelor's degree in Accounting, Finance, Economics or a closely related field, or an equivalent combination of education and relevant experience within commercial banking and/or lending Proficient in creating and communicating credit, investment, or real estate analysis - formal writing and oral presentation to various stakeholders Proficient in effectively synthesizing information, organizing logical arguments, and summarizing key points Advanced knowledge of Excel with the ability to perform financial analysis and modeling Proficient experience in analyzing complex financial statements and tax returns Proficient in interpreting legal documents such as leases, mortgage notes, contracts, etc. Proficient in reviewing construction budgets, project plans, appraisals, inspection reports and other real estate documents Strong ability to draw conclusions from financial and market data to make sound recommendations regarding ongoing loan management Comfortable interfacing data between various computer applications/systems including Salesforce and Microsoft Office Applications All other equivalent combinations of work experience and training/education will also be considered The Strongest Candidates Will Have/Be Commitment to NFF's values and mission Experience working with communities with historical disinvestment Experience with affordable housing subsidy programs, historic tax credit programs and other economic development tools Learning orientation and commitment to continuous improvement, learning, and advancing equity in lending practices Ability to work proactively, independently, and effectively in a remote environment and build strong relationships with colleagues and partners across geographies and time zones Willingness to collaborate with a dynamic and mission-driven team Strong time management and organizational skills with the ability to effectively manage multiple priorities and deadlines in a fast-paced environment Benefits and Compensation NFF offers a generous benefits package that currently includes up to twenty (20) paid holidays/business closure days, three (3) floating holidays, unlimited flexible time off, group medical insurance with a funded health reimbursement account, dental and vision plans, life insurance and disability plans, a retirement plan with both a non-elective employer contribution (4%) and additional match contribution (2%), a “work from home” fund, and flexible spending accounts to cover health, dependent care, and commuter costs. This is an exempt, full-time role with an annual salary range of $99,500 - $110,600. A compensation offer is based on a candidate's background and years of relevant experience, with consideration for internal equity. Because of our strong commitment to equity and growth, we do not negotiate compensation offers.
    $99.5k-110.6k yearly Auto-Apply 2d ago
  • C&I Portfolio Manager

    Northwest Bank 4.8company rating

    Vice president and portfolio manager job in Columbus, OH

    The Commercial Portfolio Manager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring working under limited supervision. Essential Functions Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate. Responsible for the timeliness and accurate reporting of the commercial portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance. Engage with customers, regularly, to discuss operating performance and business results including covenant compliance. Gain a thorough understanding of the borrowers' business model and industry trends to effectively evaluate sources of repayment and accurately assign risk rating. Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information. Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate. Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements. Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance. Present analysis or address questions during credit discussions or presentations. Liaison between Commercial Banking Relationship Managers, Credit Risk, the Underwriting Team and Special Assets to ensure necessary credit approvals are obtained and appropriately documented and loan operating system reflects accurate commercial loan data. Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds. Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Complete other duties and special projects as requested by management Education and Experience preferred Bachelor's degree in finance, accounting, business, economics or related 3-5 years of relevant experience in Commercial Lending as a Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with moderate to complex loans and documentation 3-5 years of experience in Commercial Credit or public accounting This position will be performed onsite Monday - Thursday with Friday an optional work from home day. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $123k-212k yearly est. Auto-Apply 60d+ ago
  • Portfolio Manager, Major Accounts

    Kapitus 4.1company rating

    Remote vice president and portfolio manager job

    The Major Accounts Portfolio Manager at Kapitus is responsible for the ongoing management and performance of a portfolio of funded merchant accounts. This role serves as the primary steward of account health throughout the entire contract lifecycle-leveraging internal tools, cross-functional resources, and client engagement strategies to ensure maximum portfolio return. The Major Accounts Portfolio Manager will actively monitor payment compliance, execute renewal assessments, apply payment optimization tools, manage special asset situations, and lead foreclosure or legal escalation activity when necessary. The ideal candidate has strong financial acumen, relationship-management skills, problem-solving ability, and understands how to balance risk mitigation with revenue opportunities. What you will do: Portfolio Oversight & Payment Performance Monitor daily, weekly, and monthly payment activity across assigned funded accounts to ensure contractual compliance. Identify payment risk trends and proactively engage merchants to resolve delinquencies or barriers to repayment. Utilize company-approved payment assistance tools (payment reduction programs, re-aging, work-outs, etc.) to maintain eligibility and enhance recovery outcomes. Client Relationship Management Serve as the primary point of contact for merchants within the major accounts portfolio. Conduct strategic touchpoints with merchants to understand business health, revenue changes, capital needs, and performance drivers. Educate merchants on available Kapitus programs, tools, and renewal opportunities. Revenue & Renewal Strategy Evaluate accounts for potential renewals or upsell opportunities based on payment performance and business need. Partner with Sales/Originations teams to hand off qualified renewal opportunities. Track and forecast renewal pipeline activity. Special Asset / Workout Management Lead work-out strategies for distressed accounts, applying structured repayment and compliance solutions. Initiate and manage foreclosure activity in accordance with company policy when applicable. Collaborate with internal legal and external counsel to monitor litigation status and enforce repayment terms. Cross-Functional Leadership Act as the captain of internal resource coordination for each account, ensuring efforts across teams (Legal, Collections, Underwriting, Sales) align to maximize lifecycle return. Maintain accurate records, account notes, risk ratings, and portfolio analytics. Provide reporting on portfolio trends, performance metrics, and escalated accounts. What we are looking for: Required 3+ years of experience in portfolio management, merchant financing, asset management, commercial lending, or related financial services role. Strong ability to analyze financial statements, cash flow trends, and payment behaviors. Exceptional communication and relationship-building skills with external clients and internal stakeholders. Proficient problem-solving and conflict-resolution skills. Ability to manage multiple priorities while maintaining high attention to detail. Preferred Experience in alternative lending, MCA, leasing, or commercial credit. Familiarity with legal processes related to collections, foreclosure, and contract enforcement. Kapitus Total Rewards Package Includes: Competitive Base Salary Range of $63,500-$101,900 Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience. Annual Incentive Compensation Eligibility - Up to 10% annually Health Insurance:We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance , ensuring our employees have comprehensive protection without any personal expense. Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts. Financial services such as LegalShield. Relaxation and stress management tools, including a fully covered annual subscription to The Calm App. Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities. Paid Time Off and Sick Time Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.
    $63.5k-101.9k yearly Auto-Apply 44d ago
  • Portfolio Manager

    Pennington Partners and Co 4.2company rating

    Remote vice president and portfolio manager job

    About the Company Founded in 2016, Pennington Partners is building a premier financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families. Our culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and challenge ourselves every day. We are an ensemble of exceptional professionals with multi-disciplinary backgrounds who value independent judgment, integrity, and fresh ideas. While the firm is gaining scale and institutional structure, we remain committed to our entrepreneurial culture, agility, and flexibility. About the Position Working with some of the most successful families in the country brings with it a commitment to Client Service and Portfolio Management excellence, this position at Pennington is the face of Portfolio Management excellence and engagement with our Operating Partner Families in different markets across the United States. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success. They understand how clear, concise communication combined with reliable execution and follow-through play an important part of our success as a firm. What You'll Do Leading the analysis of the client portfolios, and interfacing with clients to discuss updates. Researching alternative portfolio allocations and proposing methods to improve our existing client reporting processes. Monitoring and managing existing investments to ensure compliance with the terms of the investments and with client investment policy statements. Participating in the Portfolio initiatives that evaluate and improve the asset allocation process of the firm's investment committee, including conducting research into new alternatives strategies. Utilizing relationships with general partners and other investment professionals to monitor fund developments; designing reports to track markets investment and other activity; and assisting in developing agendas for investment conferences and other events. Performing related assignments or special projects as may be required. What You'll Need Minimum of a BA/BS degree. Graduate degree preferred, not required. CFA or CPWA accredited certifications are required. Highly motivated and an ability to work in an entrepreneurial environment. 5+ years of experience in finance, preferably at a private investment firm, investment advisory firm, or investment research consultant. Demonstrated skills interfacing with clients and a passion for improving their lives. Strong written and verbal communication skills, including ability to succinctly explain complex ideas. Ability to multi-task, thrive and adapt in a dynamic, fast-paced environment. Extraordinary organizational and project management skills. What You'll Get. We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary - Competitive compensation (base salary + target bonus) Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
    $102k-172k yearly est. 60d+ ago
  • Energy Market Risk Manager

    Intersect 4.2company rating

    Remote vice president and portfolio manager job

    Location & Team GatheringsIntersect has been a fully flexible workplace since its founding in 2016. We've been very intentional about the way we do things. We are not work-from-home, hybrid, or in-office - we are any and all of those options! Deepening social connections and offering shared experiences is a cornerstone of the way we work. We connect as a team at our Team Week experiences four times a year and at our recently established Hub locations - SF Bay Area, NYC Metro Area, NY; Denver, CO; Houston, TX; Calgary, AB; and Toronto, ON. We are currently looking for candidates located within 60 miles of any of the listed hubs to foster more in-person connections while maintaining our flexible remote culture. About This RoleOur Market Risk team is hiring a Risk Manager to directly contribute to the risk management processes and tools of the team. You will be primarily responsible for understanding, quantifying, and explaining market risks of Intersect's ERCOT/CAISO physical, financial positions and their interactions. In this role you will focus on building and improving risk analytics, reporting leveraging Python and Google Cloud Platforms primarily. You will also play a lead role in satisfying reporting obligations Market Risk both to Intersect's leadership and investors. The role will work closely with Origination & Trading/Operations team and report within the Market Risk team. Overview of DepartmentThe Market Risk team is responsible for measuring, monitoring, and reporting on the market risks facing Intersect through the development, construction, and operation of our portfolios. The team oversees mark to market valuations, value at risk, risk analytics, risk strategy in addition to curating and maintaining data and reporting on a broad array of topics. The team works collaboratively with Front and Back Offices and supports other team's data and reporting requirements on an as-needed basis. What You'll Do Lead Market Risk Analysis• Drive the technical analysis of physical and financial positions in ERCOT and CAISO markets• Quantify and communicate market risk exposures to leadership and internal stakeholders• Provide subject matter expertise on market rules, structures, and trading dynamics Build and Maintain Risk Tools• Design, develop, and optimize advanced risk analytics using Python, SQL and Google Cloud Platform• Create scalable risk management applications• Oversee the creation and upkeep of Business Intelligence (BI) dashboards and Python-based reporting tools Support Reporting and Compliance• Deliver timely, accurate, and investor-ready risk reports aligned with policy requirements• Ensure adherence to Intersect's risk policies through careful monitoring and documentation• Partner with leadership to refine and improve reporting processes and methodologies What You'll Bring • At least 5 years of direct experience in ERCOT and/or CAISO markets• Strong background in quantitative analysis within the energy sector• Expertise in Python and SQL for data modeling, analytics, and application development• Proven knowledge of quantitative finance concepts, including Value-at-Risk (VaR) and Mark-to-Market (MTM)• Experience with BI tools and cloud-based platforms, particularly Google Cloud Platform• Excellent communication skills, with the ability to explain complex risk concepts to both technical and non-technical audiences Total RewardsAt Intersect, we care about your well-being, growth, and balance. Here's how we support you: Total Compensation: $185,000 - $195,000 (total compensation includes base salary + bonus in USD) Health & Wellness: 100% premium coverage for you and your dependents on medical, dental, and vision Time to Recharge: Unlimited PTO, plus two company-wide breaks (Fourth of July & end of year) Family Support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via Carrot and MavenMental Health: Free access to Spring Health which includes 5 free Therapy & psychiatry sessions, plus a Headspace account for mindfulness and meditation through our physical health vendor, Wellhub+Retirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right track Perks & Extras: $150 monthly food stipend, $150 monthly reimbursement for cell phone/ internet, pet insurance allowance, full home office setup and free access to UrbanSitter with $625 in quarterly paid company credits, ActiveHero, and One Medical
    $185k-195k yearly Auto-Apply 60d+ ago
  • Portfolio Manager

    United Community Bank 4.5company rating

    Remote vice president and portfolio manager job

    United Community is seeking a highly experienced Portfolio Manager Senior to oversee and manage a portfolio of large commercial credits. This role is critical in ensuring the portfolio meets soundness, profitability, and growth objectives. The ideal candidate will provide expert credit, underwriting, and sales support, while also serving as a secondary contact for client relationships. What You'll Do Lead all aspects of local loan portfolio management, including annual reviews, covenant compliance, and collateral exceptions. Collaborate with senior leadership to maintain appropriate risk profiles. Manage and mentor a team of credit specialists, portfolio managers, and analysts. Oversee the preparation of credit memos, spreads, and related documentation. Participate in client calls, underwriting, credit presentations, and loan closings. Identify and mitigate credit risks through sound analysis and recommendations. Prepare commitment letters and review loan documentation. Support cross-sell initiatives and coach team members on relationship development. Assist lenders in prospecting and client engagement efforts. Requirements For Success Bachelor's degree in Finance or Accounting preferred. 7-10 years of experience in commercial lending or financial services. Deep knowledge of credit policy, banking regulations, and loan documentation. Proven ability to analyze complex financial statements and tax returns. Strong analytical, organizational, and time management skills. Excellent communication and interpersonal skills. Proficiency in internal systems and reporting tools. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.
    $60.5k-93.1k yearly Auto-Apply 58d ago
  • Asset Management- Private Securitized Portfolio Manager - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Vice president and portfolio manager job in Columbus, OH

    JobID: 210696837 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 As a highly motivated Securitized Credit PM in our team in Columbus or New York, you will focus on expanding the private securitized platform. GFICC manages a broad range of strategies, through funds and/or separate accounts. Our team has a demonstrated long-term track record of strong performance and is responsible for $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs. We are seeking a highly motivated Securitized Credit PM to join our team in Columbus or New York that will focus on expanding the private securitized platform. This role is ideal for candidates with 10+ years of experience structuring and/or investing in private securitized who are eager to work closely with senior professionals in sourcing, structuring and investing in private securitizations. You will be part of a collaborative and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process. Job Responsibilities * Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations * Actively monitor market themes and sector trends to identify investment opportunities * Build and maintain relationships with both internal and external participants, including portfolio managers, investment specialists, issuers, rating agencies, and broker-dealers * Handle all aspects of private securitization including sourcing, structuring, negotiating (legal, rating agency, issuer) and closing transactions * Continually monitor Private Securitized holdings to ensure alignment with credit views and with client risk appetite and guidance. Facilitate ongoing credit analysis, including internal ratings and valuation Required qualifications, capabilities and skills * 10+ years of securitized credit experience across one or more sub-sectors * Knowledge of multiple securitized sectors including ABS, CMBS, RMBS and CLO * Knowledge of Intex and/or Trepp * Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints * Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks Preferred qualifications, capabilities and skills * CFA Charter-holder preferred * Ideal experience as a research analyst, portfolio manager or banker
    $83k-126k yearly est. Auto-Apply 12d ago

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