6,550 Equity Finance jobs in the United States
Consumer Finance Equity Research Analyst (6-month Contract)
10176 New York, New York
Bloomberg
Posted 2 days ago
Job Viewed
Job Description
Consumer Finance Equity Research Analyst (6-month Contract)
Location
New York
Business Area
News and Media
Ref #
**Description & Requirements**
Bloomberg Intelligence ("BI") is a leading investment research platform of 500+ investment professionals providing a comprehensive view of an industry and its key constituents and combined with the power of the Bloomberg Professional® service, gives you unsurpassed depth and breadth at the sector, industry and company levels. Bloomberg Intelligence also offers valuable written analysis, industry data and interactive charting and functions from a team of independent experts, giving trading and investment professionals deep insight into where crucial industries stand today and where they may be heading next.
As a member of our U.S.-based team, you'll:
Provide a bridge for existing equity research coverage of consumer finance companies, including credit card and consumer lenders, mortgage lenders and servicers, and the GSEs.
Produce company reports, thematic research, and timely event-driven analysis.
Leverage Bloomberg's proprietary data sets, BI data and analytics, as well as company calls and announcements to form actionable insights.
We'll trust you to:
Work closely with our regional and global team of analysts located in Asia, Europe and the U.S.
Monitor and interpret major company developments and identify macro themes and trends affecting these industries.
Manage earnings cycle, including previews, reviews and maintaining earnings models fueled by live Bloomberg data.
Collaborate with other research product teams, including Litigation, Policy, Credit and ESG for company specific and thematic analysis.
Interact with investors, industry contacts, investor relations personnel, and senior management at target companies.
Work with Global Data teams to ensure data completeness and quality control for existing and new data sets of target companies.
Build and manage relationships with internal departments and external market professionals to grow a franchise and develop an ecosystem.
You'll need to have:
3-5 years experience in Equity Research, specializing in Financials companies in the U.S.
Sell-side or buy-side Research Analysis experience preferred.
Detailed knowledge of these specific aspects of the Financials sector in the U.S.
Experience interpreting financial documents and performing quantitative financial analysis.
Knowledge of advanced concepts, practices, and procedures of finance and accounting.
Strong primary research and writing skills.
Good verbal communication and presentation skills.
Self-starter, entrepreneurial thinker and collaborative teammate
Strong organizational skills and capable of prioritising multiple projects.
Bachelor's degree or equivalent experience.
We'd love to see:
CFA designation and/or MBA degree or equivalent experience, and/or graduate educational experience.
Experience using Python and/or visualization tools (i.e Power BI, Tableau, or Qlik Sense).
Ability to harness generative AI or machine learning platforms.
Previous work experience with the Bloomberg Terminal. Let us know what your favorite functions are!
If this sounds like you, apply today! We're eager to speak with you.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or birthing parent/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Salary Range = 75 - 85 USD Hourly
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
New York
Business Area
News and Media
Ref #
**Description & Requirements**
Bloomberg Intelligence ("BI") is a leading investment research platform of 500+ investment professionals providing a comprehensive view of an industry and its key constituents and combined with the power of the Bloomberg Professional® service, gives you unsurpassed depth and breadth at the sector, industry and company levels. Bloomberg Intelligence also offers valuable written analysis, industry data and interactive charting and functions from a team of independent experts, giving trading and investment professionals deep insight into where crucial industries stand today and where they may be heading next.
As a member of our U.S.-based team, you'll:
Provide a bridge for existing equity research coverage of consumer finance companies, including credit card and consumer lenders, mortgage lenders and servicers, and the GSEs.
Produce company reports, thematic research, and timely event-driven analysis.
Leverage Bloomberg's proprietary data sets, BI data and analytics, as well as company calls and announcements to form actionable insights.
We'll trust you to:
Work closely with our regional and global team of analysts located in Asia, Europe and the U.S.
Monitor and interpret major company developments and identify macro themes and trends affecting these industries.
Manage earnings cycle, including previews, reviews and maintaining earnings models fueled by live Bloomberg data.
Collaborate with other research product teams, including Litigation, Policy, Credit and ESG for company specific and thematic analysis.
Interact with investors, industry contacts, investor relations personnel, and senior management at target companies.
Work with Global Data teams to ensure data completeness and quality control for existing and new data sets of target companies.
Build and manage relationships with internal departments and external market professionals to grow a franchise and develop an ecosystem.
You'll need to have:
3-5 years experience in Equity Research, specializing in Financials companies in the U.S.
Sell-side or buy-side Research Analysis experience preferred.
Detailed knowledge of these specific aspects of the Financials sector in the U.S.
Experience interpreting financial documents and performing quantitative financial analysis.
Knowledge of advanced concepts, practices, and procedures of finance and accounting.
Strong primary research and writing skills.
Good verbal communication and presentation skills.
Self-starter, entrepreneurial thinker and collaborative teammate
Strong organizational skills and capable of prioritising multiple projects.
Bachelor's degree or equivalent experience.
We'd love to see:
CFA designation and/or MBA degree or equivalent experience, and/or graduate educational experience.
Experience using Python and/or visualization tools (i.e Power BI, Tableau, or Qlik Sense).
Ability to harness generative AI or machine learning platforms.
Previous work experience with the Bloomberg Terminal. Let us know what your favorite functions are!
If this sounds like you, apply today! We're eager to speak with you.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or birthing parent/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Salary Range = 75 - 85 USD Hourly
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
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0
Syndicated Portfolio Management
33222 Miami, Florida
Intercredit Bank N.A.
Posted today
Job Viewed
Job Description
Summary:
We are seeking a detail-oriented Portfolio Manager to oversee the performance and integrity of our Syndicated loans portfolio. This role is critical in ensuring sound risk management, regulatory compliance, and optimal asset performance. The ideal candidate will bring strong analytical skills, knowledge of OCC standards, and hands-on experience in transaction monitoring and stress testing.
Key Responsibilities
- Monitor and evaluate portfolio transactions to ensure alignment with credit strategy and risk parameters
- Oversee the performance of portfolio assets, identifying trends and early warning signals
- Manage periodic renewals and ensure timely updates of credit files and borrower profiles
- Conduct periodic reviews in accordance with OCC guidelines and internal standards
- Perform stress testing to assess portfolio resilience under adverse scenarios
- Track and monitor covenant compliance, escalating breaches and recommending corrective actions
- Maintain accurate portfolio data and produce reports on exposure, concentration, liquidity, and profitability for management and regulatory purposes.
- Provide risk appetite guidance to relationship managers and credit teams
- Monitor and report on asset quality, including delinquencies, impairments, and recoveries
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field (MBA or CFA preferred)
- 5–8 years of experience in syndicated loan portfolio management, credit risk, corporate credit analysis or financial analysis
- Strong understanding of OCC regulations, covenant structures, and stress testing methodologies
- Proficiency in portfolio monitoring tools and financial reporting systems
- Excellent analytical, organizational, and communication skills
- Ability to work cross-functionally and manage multiple priorities in a fast-paced environment
SUPERVISORY RESPONSIBILITIES
Employee does not have any supervisory responsibilities
BSA COMPLIANCE
I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank’s Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank’s BSA/AML/OFAC Program to the Bank’s BSA Department.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIROMENT
The work environment characteristics described here are representative of those employees’ encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.
Intercredit Bank is a equal opportunity employer.
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1
Manager, Portfolio Management
32806 Orlando, Florida
The Walt Disney Company
Posted today
Job Viewed
Job Description
At Disney Experiences Technology, our team creates world-class immersive digital experiences for the Company's premier vacation brands including Disney's Parks & Resorts worldwide, Disney Cruise Line, Aulani, A Disney Resort & Spa, and Disney Vacation Club. The Disney Experiences Technology team is responsible for the end-to-end digital and physical Guest experience for all technology & digital-led initiatives across the Attractions & Entertainment, Food & Beverage, Resorts & Transportation, and Merchandise lines of business as well as other initiatives including the MyDisneyExperience app and Hey, Disney!
As the Manager, Portfolio Management at Disney Experiences Technology, you will play a crucial role in creating world-class immersive digital experiences for Disney's premier vacation brands. You will lead the strategic roadmap, annual and long-term capital and expense plans, and portfolio forecast planning of projects and operations. This role is essential in ensuring the organization meets its overall strategic and financial goals by collaborating with executives and aligning resources across portfolios.
**What You'll Do:**
In this role, you will be responsible for leading the Technology S/VP(s) portfolio(s), managing strategic planning, and ensuring portfolio performance aligns with financial targets. You will work closely with executives to communicate priorities, anticipate risks, and provide actionable recommendations. This role is vital in fostering a collaborative environment and driving the success of Disney Experiences Technology. Key skills required include strategic thinking, collaboration, and effective communication.
+ Drive S/VP portfolio level accountability to meet financial targets.
+ Lead portfolio planning, forecast, and governance for a portfolio(s) of $250M+.
+ Communicate portfolio performance for executive consumption, increasing transparency of risks and opportunities.
+ Manage plans and roadmaps for S/VP portfolios with key partners, providing deliverables for key finance milestones.
+ Deliver prioritized S/VP portfolio input to forecasts in alignment with key parameters.
+ Anticipate risks and opportunities, sharing insights and making actionable recommendations to executives.
+ Maintain a continuous view of resource demand and capacity across the portfolio, planning for leveled resource allocation.
+ Foster relationships within DX Technology finance, capital planning, sourcing, and other departments to accomplish goals.
+ Effectively communicate, including delivering difficult messages to executives, partners, and finance.
+ Inspire, motivate, and lead the team to deliver value to DX Technology.
+ Provide continuous coaching and feedback, supporting team growth and development.
+ Create an environment where Disney values are experienced, encouraging creative problem solving and ensuring everyone's voice is heard.
**Required Qualifications:**
+ Minimum of 8 years of portfolio/financial demand management experience.
+ Practical experience in understanding technology project/product financial analysis, financial reporting, and cause-of-change explanations.
+ Experience in product-oriented organizations using agile methodologies.
+ Experience with a variety of software delivery methodologies (e.g., Agile: Scrum, Lean, etc.).
+ Practiced in project management (estimation, project planning, resource planning, issue management, risk management, change management, communication planning).
+ Strategic planning partner for key planning milestones (long term & annual planning).
+ Experience working with multiple technical teams and finance.
+ Excellent business communication, writing, and interpersonal skills.
+ Proactive and solution-oriented when managing issues.
+ Demonstrated analysis/assessment capabilities.
+ Proven mentoring and coaching abilities to ensure effective growth and development of the team.
+ MS Office proficient; strong skills in PPT/Keynote and Excel.
+ Extensive experience with industry-standard PPM tools; CA Clarity PPM experience preferred; reporting tool(s) experience preferred
**Required Education**
Bachelor's degree required or related field/work experience
#DISNEYTECH
**Job ID:**
**Location:** Orlando,Florida
**Job Posting Company:** Disney Experiences
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
As the Manager, Portfolio Management at Disney Experiences Technology, you will play a crucial role in creating world-class immersive digital experiences for Disney's premier vacation brands. You will lead the strategic roadmap, annual and long-term capital and expense plans, and portfolio forecast planning of projects and operations. This role is essential in ensuring the organization meets its overall strategic and financial goals by collaborating with executives and aligning resources across portfolios.
**What You'll Do:**
In this role, you will be responsible for leading the Technology S/VP(s) portfolio(s), managing strategic planning, and ensuring portfolio performance aligns with financial targets. You will work closely with executives to communicate priorities, anticipate risks, and provide actionable recommendations. This role is vital in fostering a collaborative environment and driving the success of Disney Experiences Technology. Key skills required include strategic thinking, collaboration, and effective communication.
+ Drive S/VP portfolio level accountability to meet financial targets.
+ Lead portfolio planning, forecast, and governance for a portfolio(s) of $250M+.
+ Communicate portfolio performance for executive consumption, increasing transparency of risks and opportunities.
+ Manage plans and roadmaps for S/VP portfolios with key partners, providing deliverables for key finance milestones.
+ Deliver prioritized S/VP portfolio input to forecasts in alignment with key parameters.
+ Anticipate risks and opportunities, sharing insights and making actionable recommendations to executives.
+ Maintain a continuous view of resource demand and capacity across the portfolio, planning for leveled resource allocation.
+ Foster relationships within DX Technology finance, capital planning, sourcing, and other departments to accomplish goals.
+ Effectively communicate, including delivering difficult messages to executives, partners, and finance.
+ Inspire, motivate, and lead the team to deliver value to DX Technology.
+ Provide continuous coaching and feedback, supporting team growth and development.
+ Create an environment where Disney values are experienced, encouraging creative problem solving and ensuring everyone's voice is heard.
**Required Qualifications:**
+ Minimum of 8 years of portfolio/financial demand management experience.
+ Practical experience in understanding technology project/product financial analysis, financial reporting, and cause-of-change explanations.
+ Experience in product-oriented organizations using agile methodologies.
+ Experience with a variety of software delivery methodologies (e.g., Agile: Scrum, Lean, etc.).
+ Practiced in project management (estimation, project planning, resource planning, issue management, risk management, change management, communication planning).
+ Strategic planning partner for key planning milestones (long term & annual planning).
+ Experience working with multiple technical teams and finance.
+ Excellent business communication, writing, and interpersonal skills.
+ Proactive and solution-oriented when managing issues.
+ Demonstrated analysis/assessment capabilities.
+ Proven mentoring and coaching abilities to ensure effective growth and development of the team.
+ MS Office proficient; strong skills in PPT/Keynote and Excel.
+ Extensive experience with industry-standard PPM tools; CA Clarity PPM experience preferred; reporting tool(s) experience preferred
**Required Education**
Bachelor's degree required or related field/work experience
#DISNEYTECH
**Job ID:**
**Location:** Orlando,Florida
**Job Posting Company:** Disney Experiences
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
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2
Portfolio Management Analyst
19725 Newark, Delaware
JPMorgan Chase
Posted 1 day ago
Job Viewed
Job Description
As a JPMorgan Wealth Management Analyst you will be joining the Portfolio Management team that is dedicated to portfolio health across Securities Based Lending (SBL) and Custom lending in Wealth Management Operations. The fast paced environment of this team is focused on research, identification, and resolution of portfolio exceptions while maintaining the health of the portfolio. Partnership with key stakeholders is necessary to drive consistency and maintain effective controls.
This position is focused specifically with JPMWM SBL. This role will work closely with key stakeholders within JPMWM to effectively manage the portfolio.
**Job Responsibilities:**
+ Manage portfolio exceptions of JPMWM SBL clients
+ Lead weekly portfolio management calls with Lending Solutions and JPMWM Credit Risk
+ Review and assist with resolution of margin calls with JPMWM Advisors
+ Work with the estates team to manage pipeline and ensure timely resolution
+ Partner with SBL origination, Annual Review, and JPMWM advisors for escalations and any items that may require their action
+ Identification of operational gaps and ensure resolution
**Required qualifications, capabilities, and skills** :
+ General understanding of credit products/commercial lending concepts
+ Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
+ Strong analytical and problem-solving skills
+ Excellent communication, presentation, and personal skills
+ Ability to think critically and multi-task
+ Perform tasks with limited supervision
**Preferred qualifications, capabilities, and skills** :
+ Preferred Bachelor's degree in a business-related field
+ Candidates should have 3-5 years of private banking/asset management and credit/lending experience
+ General understanding of financial markets and securities industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
This position is focused specifically with JPMWM SBL. This role will work closely with key stakeholders within JPMWM to effectively manage the portfolio.
**Job Responsibilities:**
+ Manage portfolio exceptions of JPMWM SBL clients
+ Lead weekly portfolio management calls with Lending Solutions and JPMWM Credit Risk
+ Review and assist with resolution of margin calls with JPMWM Advisors
+ Work with the estates team to manage pipeline and ensure timely resolution
+ Partner with SBL origination, Annual Review, and JPMWM advisors for escalations and any items that may require their action
+ Identification of operational gaps and ensure resolution
**Required qualifications, capabilities, and skills** :
+ General understanding of credit products/commercial lending concepts
+ Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
+ Strong analytical and problem-solving skills
+ Excellent communication, presentation, and personal skills
+ Ability to think critically and multi-task
+ Perform tasks with limited supervision
**Preferred qualifications, capabilities, and skills** :
+ Preferred Bachelor's degree in a business-related field
+ Candidates should have 3-5 years of private banking/asset management and credit/lending experience
+ General understanding of financial markets and securities industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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3
Manager- Portfolio Management
85067 Phoenix, Arizona
American Express
Posted 1 day ago
Job Viewed
Job Description
**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
The Portfolio Manager role will be supporting the Enterprise Cloud portfolio reporting to the Director - Portfolio Management, and work with senior Technology leaders to manage the Operating Expense plan with a strategic focus on expense optimization. The successful candidate will have deep Opex analytics and financial management experience, relentless attention to detail, executive presentation experience, and the ability to build and leverage positive relationships with the team and partners.
Our ideal candidate is highly organized with effective communication/storytelling skills and a bias towards action. You show up with passion, are not afraid to challenge the status quo or thrive in a fast-paced environment.
**Key Responsibilities Include:**
+ Partner with the Portfolio Director, team and partners to help define, plan, and build the technology Opex portfolio for Enterprise Cloud.
+ Manage day-to-day Portfolio activities such as resourcing, financial modelling and data trending, risk and opportunity identification.
+ Take ownership in managing and ensuring successful financial and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed.
+ Build strong partnerships with technology, finance, and business stakeholders to maintain and deliver against technology roadmaps.
+ Develop recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, and synthesizing feedback.
+ Enable Executive leadership decision making through development and presentation of metrics and insights covering areas of operations, delivery, finance and business.
+ Collaborate effectively and build key relationships with stakeholder teams to identify and manage milestones and overall plan.
+ Promote awareness and transparency by keeping stakeholders informed of key decisions and relevant timelines.
+ Support development of change management initiatives, implementation strategy, and enabling tools/processes.
**Minimum Qualifications**
+ Bachelor's Degree
+ Data Analytics and Financial modeling
+ 5 years of Portfolio or Program Management experience, in a large technology organization.
+ Ability to execute and maintain high performance under tight timelines.
+ Must be a team player and able to work collaboratively with and through others.
**Preferred Qualifications**
+ Superb written and verbal communication; advanced or expert Excel, PowerPoint and visual presentation skills.
+ Problem solving and root cause identification skills.
+ Cloud Technology knowledge.
+ Literacy in financial modeling/analysis; should be able to connect strategy to financial results.
+ Excellent at building relationships and inspiring others.
+ Ability to influence others and move toward a common vision or goal.
+ Flexible and adaptable; able to work in ambiguous situations.
+ Organized with a natural inclination for planning strategy and tactics.
**Qualifications**
Salary Range: $110,000.00 to $190,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Technology
**Primary Location:** US-Arizona-Phoenix
**Schedule** Full-time
**Req ID:**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
The Portfolio Manager role will be supporting the Enterprise Cloud portfolio reporting to the Director - Portfolio Management, and work with senior Technology leaders to manage the Operating Expense plan with a strategic focus on expense optimization. The successful candidate will have deep Opex analytics and financial management experience, relentless attention to detail, executive presentation experience, and the ability to build and leverage positive relationships with the team and partners.
Our ideal candidate is highly organized with effective communication/storytelling skills and a bias towards action. You show up with passion, are not afraid to challenge the status quo or thrive in a fast-paced environment.
**Key Responsibilities Include:**
+ Partner with the Portfolio Director, team and partners to help define, plan, and build the technology Opex portfolio for Enterprise Cloud.
+ Manage day-to-day Portfolio activities such as resourcing, financial modelling and data trending, risk and opportunity identification.
+ Take ownership in managing and ensuring successful financial and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed.
+ Build strong partnerships with technology, finance, and business stakeholders to maintain and deliver against technology roadmaps.
+ Develop recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, and synthesizing feedback.
+ Enable Executive leadership decision making through development and presentation of metrics and insights covering areas of operations, delivery, finance and business.
+ Collaborate effectively and build key relationships with stakeholder teams to identify and manage milestones and overall plan.
+ Promote awareness and transparency by keeping stakeholders informed of key decisions and relevant timelines.
+ Support development of change management initiatives, implementation strategy, and enabling tools/processes.
**Minimum Qualifications**
+ Bachelor's Degree
+ Data Analytics and Financial modeling
+ 5 years of Portfolio or Program Management experience, in a large technology organization.
+ Ability to execute and maintain high performance under tight timelines.
+ Must be a team player and able to work collaboratively with and through others.
**Preferred Qualifications**
+ Superb written and verbal communication; advanced or expert Excel, PowerPoint and visual presentation skills.
+ Problem solving and root cause identification skills.
+ Cloud Technology knowledge.
+ Literacy in financial modeling/analysis; should be able to connect strategy to financial results.
+ Excellent at building relationships and inspiring others.
+ Ability to influence others and move toward a common vision or goal.
+ Flexible and adaptable; able to work in ambiguous situations.
+ Organized with a natural inclination for planning strategy and tactics.
**Qualifications**
Salary Range: $110,000.00 to $190,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Technology
**Primary Location:** US-Arizona-Phoenix
**Schedule** Full-time
**Req ID:**
View Now
4
Application Portfolio Management
35226 Hoover, Alabama
Regions Bank
Posted 2 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
5
Application Portfolio Management
30309 Midtown Atlanta, Georgia
Regions Bank
Posted 2 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
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6
Application Portfolio Management
28230 Charlotte, North Carolina
Regions Bank
Posted 15 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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7
Portfolio Management Analyst
19702 New Castle, Delaware
JPMorgan Chase Bank, N.A.
Posted 8 days ago
Job Viewed
Job Description
As a JPMorgan Wealth Management Analyst you will be joining the Portfolio Management team that is dedicated to portfolio health across Securities Based Lending (SBL) and Custom lending in Wealth Management Operations. The fast paced environment of this team is focused on research, identification, and resolution of portfolio exceptions while maintaining the health of the portfolio. Partnership with key stakeholders is necessary to drive consistency and maintain effective controls.
This position is focused specifically with JPMWM SBL. This role will work closely with key stakeholders within JPMWM to effectively manage the portfolio.
Job Responsibilities:
- Manage portfolio exceptions of JPMWM SBL clients
- Lead weekly portfolio management calls with Lending Solutions and JPMWM Credit Risk
- Review and assist with resolution of margin calls with JPMWM Advisors
- Work with the estates team to manage pipeline and ensure timely resolution
- Partner with SBL origination, Annual Review, and JPMWM advisors for escalations and any items that may require their action
- Identification of operational gaps and ensure resolution
Required qualifications, capabilities, and skills :
- General understanding of credit products/commercial lending concepts
- Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
- Strong analytical and problem-solving skills
- Excellent communication, presentation, and personal skills
- Ability to think critically and multi-task
- Perform tasks with limited supervision
Preferred qualifications, capabilities, and skills :
- Preferred Bachelor's degree in a business-related field
- Candidates should have 3-5 years of private banking/asset management and credit/lending experience
- General understanding of financial markets and securities industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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8
Financial Analyst - Portfolio Management
75201 Prairie View, Texas
$90000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client, a well-established financial services firm, is actively seeking a skilled Financial Analyst with a specialization in Portfolio Management to join their team in Dallas, Texas, US . This is a full-time, on-site position where you will contribute to the strategic management and performance optimization of client investment portfolios. Your responsibilities will include conducting in-depth financial analysis, researching market trends and economic indicators, and evaluating investment opportunities across various asset classes. You will assist senior portfolio managers in developing and implementing investment strategies, constructing diversified portfolios, and monitoring investment performance against benchmarks. This role requires creating detailed reports and presentations for clients and internal stakeholders, articulating investment performance, risk exposures, and strategic recommendations. The ideal candidate will possess a Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field, along with 3-5 years of relevant experience in financial analysis, investment management, or portfolio support. Strong proficiency in financial modeling, data analysis tools (e.g., Excel, Bloomberg Terminal), and presentation software is essential. Excellent analytical, problem-solving, and communication skills are crucial for success in this role. We are looking for a detail-oriented, highly motivated individual with a keen understanding of financial markets, investment principles, and risk management concepts. You must be able to work collaboratively within a team environment and manage multiple tasks effectively. Holding or pursuing a CFA (Chartered Financial Analyst) designation is a significant plus. This position offers a challenging and rewarding opportunity to contribute to the success of our client's investment strategies and to grow your career within the finance industry.
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9