2,490 Portfolio jobs in the United States

Portfolio Manager/FI Portfolio Management

20022 Washington, District Of Columbia The World Bank

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Join to apply for the Portfolio Manager/FI Portfolio Management role at The World Bank Join to apply for the Portfolio Manager/FI Portfolio Management role at The World Bank Recruitment Type: International Recruitment Location: Washington DC Required Language(s): English Closing Date: 7/30/2025 (MM/DD/YYY) at 11:59pm UTC Description Do you want to build a career that is truly worthwhile? The World Bank Group is one of the largest sources of funding and knowledge for developing countries; a unique global partnership of five institutions dedicated to ending extreme poverty and promoting shared prosperity. With 189 member countries and more than 120 offices worldwide, we work with public and private sector partners, investing in groundbreaking projects and using data, research, and technology to develop solutions to the most urgent global challenges. For more information, visit The World Bank Treasury Are you inspired by a global mission to end poverty? Do you want to build a career in finance with a global impact? The World Bank Treasury is one of the few places where you can be on the leading edge of finance as it sits at the only nexus of finance, innovation, and international development. We manage the institution's finances to enable all World Bank operations and lending. Each year, we issue over $50 billion in bonds, prudently manage over $00 billion in assets, and process over 7 trillion in transactions. Departments & Teams Treasury has three departments and a compliance and controls team. Learn more about our organization: With us, you won't just work in financial markets: you'll help create new ones. The World Bank Treasury launched a global recruitment campaign to attract the best and brightest talent in the world. We encourage you to learn more about Treasury, organization, people and careers at Poverty has no borders, and neither does excellence. With employees based in Washington, Paris, Singapore, Chennai, and Tokyo, the World Bank Treasury represents over 50 nationalities, and our leadership team hails from all regions of the world. We are proud to be an equal opportunity and inclusive employer. We have a dedicated and committed workforce and do not discriminate based on gender, race, ethnicity, religion, disability, sexual orientation, or gender identity. Learn more about Treasury's greatest strength: its diverse and dedicated staff. Duties and Accountabilities: The Portfolio Manager will be part of the Strategy and Sustainability team within the Asset Management unit. The role focuses on credit analysis, idea generation, and portfolio implementation for corporate bonds across the broader Sustainable Fixed Income Strategy for Trust Funds. The Portfolio Manager will apply bottom-up credit analysis, evaluate new investment opportunities, monitor existing holdings, and contribute to strategic investment decisions. Additionally, the Portfolio Manager will ideally support one or more other key responsibilities on the team. Other responsibilities often include programming and data analysis, database construction, task automation, asset allocation, sustainable investing, and impact reporting. 1. Conduct fundamental credit analysis of individual investment-grade corporate issuers across sectors and geographies. 2. Build and maintain financial statement models to track issuer performance, assess creditworthiness, and support valuation analysis. 3. Identify relative value opportunities across the fixed income universe and within the corporate bond market. 4. Monitor issuer newsflow in real time, assess credit implications, and communicate views promptly to the team. 5. Track earnings releases, participate in earnings calls, and translate management commentary into credit insights and portfolio actions. 6. Engage with rating agencies to understand rating drivers, clarify issuer developments, and benchmark internal views. 7. Liaise with dealer counterparties and sell-side research analysts to stay current on market developments and inform investment views. 8. Build and maintain relationships with issuers, including through investor calls and non-deal roadshows. 9. Support internal investment governance processes through written credit memos, issuer summaries, and portfolio reviews. 10. Contribute to tactical asset allocation efforts and thematic research across the Strategy and Sustainability team. 11. Identify and implement efficiencies in the team's daily work processes. 12. Ability to manage multiple complex tasks while delivering high-quality results. Selection Criteria 1. Masters degree in Business, Finance, Economics, Mathematics, Statistics or a related field with minimum 5 years of relevant experience preferably in fixed income functions and/or asset management. A Bachelors degree, together with an additional level of direct relevant professional experience, will also be considered for selection. Internationally recognized professional qualification, such as a CFA, CAIA, FRM, or progress toward one, is a plus. 2. Credit Analysis Experience: Minimum 5 years of experience conducting in-depth, single-name fundamental credit analysis of corporate bonds, ideally investment grade, across sectors and geographies. 3. Financial Modeling and Analytical Skills: Strong proficiency in financial statement analysis and modeling; ability to assess creditworthiness and derive forward-looking credit views using both fundamental and market-based factors. 4. Investment Skills: Proven track record of identifying investment opportunities, assessing relative value, and applying sound investment judgment within a risk-managed framework. 5. Product Knowledge: Familiarity with a broad range of fixed-income instruments, including corporate bonds, government bonds, SSAs, covered bonds, and derivatives such as interest rate swaps, FX forwards, and futures. Experience in direct trading of these instruments is an advantage. 6. Stakeholder Engagement: Proven ability to liaise with external stakeholders such as rating agencies, sell-side analysts, dealer counterparties, and corporate issuers to inform investment views. 7. Communication Skills: Excellent written and verbal communication skills, with a demonstrated ability to produce high-quality analysis and effectively present investment views. 8. Technical Proficiency: Advanced proficiency in Excel and Bloomberg; working knowledge of Python or similar programming tools is a plus. 9. Strong interpersonal skills and ability to collaborate across global teams. 10. Proven capacity to manage multiple priorities, respond to market developments in real time, and maintain analytical rigor under pressure. 11. Strong interest in portfolio management, asset allocation, sustainable investing, and or impact reporting. WBG Culture Attributes: 1. Sense of Urgency – Anticipating and quickly reacting to the needs of internal and external stakeholders. 2. Thoughtful Risk Taking – Taking informed and thoughtful risks and making courageous decisions to push boundaries for greater impact. 3. Empowerment and Accountability – Engaging with others in an empowered and accountable manner for impactful results. World Bank Group Core Competencies The World Bank Group offers comprehensive benefits, including a retirement plan; medical, life and disability insurance; and paid leave, including parental leave, as well as reasonable accommodations for individuals with disabilities. We are proud to be an equal opportunity and inclusive employer with a dedicated and committed workforce, and do not discriminate based on gender, gender identity, religion, race, ethnicity, sexual orientation, or disability. Learn more about working at the World Bank and IFC, including our values and inspiring stories. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Project Management Industries International Trade and Development Referrals increase your chances of interviewing at The World Bank by 2x Get notified about new Portfolio Manager jobs in Washington, United States . 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Portfolio Manager/FI Portfolio Management

20022 Washington, District Of Columbia World Bank Group

Posted 7 days ago

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Portfolio Manager/FI Portfolio Management Job #: req33720 Organization: World Bank Sector: Treasury Grade: GF Term Duration: 3 years 0 months Recruitment Type: International Recruitment Location: Washington, DC,United States Required Language(s): Fluency in English required, proficiency in one of other 5 official languages of the UN is a plus Preferred Language(s): Closing Date: 7/30/2025 (MM/DD/YYY) at 11:59pm UTC Description Do you want to build a career that is truly worthwhile? The World Bank Group is one of the largest sources of funding and knowledge for developing countries; a unique global partnership of five institutions dedicated to ending extreme poverty and promoting shared prosperity. With 189 member countries and more than 120 offices worldwide, we work with public and private sector partners, investing in groundbreaking projects and using data, research, and technology to develop solutions to the most urgent global challenges.For more information, visit . The World Bank Treasury Are you inspired by a global mission to endpoverty? Do you want to build a career in finance with a global impact? TheWorld Bank Treasury is one ofthe few places where you can be on the leading edge of finance as it sits atthe only nexus of finance, innovation, and international development. We managethe institution's finances to enable all World Bank operations and lending.Each year, we issue over $50 billion in bonds, prudently manage over $00billion in assets, and process over 7 trillion in transactions. Departments & Teams Treasury has three departments and a compliance and controls team. Learnmore about our organization: . With us, you won't just work in financial markets: you'll help create new ones. The World Bank Treasury launched a global recruitment campaign to attract the best and brightest talent in the world. We encourage you to learn more about Treasury, organization, people and careers at Poverty has no borders, and neither does excellence. With employees based in Washington, Paris, Singapore, Chennai, and Tokyo, the World Bank Treasury represents over 50 nationalities, and our leadership team hails from all regions of the world . We are proud to be an equal opportunity and inclusive employer. We have a dedicated and committed workforce and do not discriminate based on gender, race, ethnicity, religion, disability, sexual orientation, or gender identity. Learn more about Treasury's greatest strength: its diverse and dedicated staff. Duties and Accountabilities: The Portfolio Manager will be part of the Strategy and Sustainability team within the Asset Management unit. The role focuses on credit analysis, idea generation, and portfolio implementation for corporate bonds across the broader Sustainable Fixed Income Strategy for Trust Funds. The Portfolio Manager will apply bottom-up credit analysis, evaluate new investment opportunities, monitor existing holdings, and contribute to strategic investment decisions. Additionally, the Portfolio Manager will ideally support one or more other key responsibilities on the team. Other responsibilities often include programming and data analysis, database construction, task automation, asset allocation, sustainable investing, and impact reporting. 1. Conduct fundamental credit analysis of individual investment-grade corporate issuers across sectors and geographies. 2. Build and maintain financial statement models to track issuer performance, assess creditworthiness, and support valuation analysis. 3. Identify relative value opportunities across the fixed income universe and within the corporate bond market. 4. Monitor issuer newsflow in real time, assess credit implications, and communicate views promptly to the team. 5. Track earnings releases, participate in earnings calls, and translate management commentary into credit insights and portfolio actions. 6. Engage with rating agencies to understand rating drivers, clarify issuer developments, and benchmark internal views. 7. Liaise with dealer counterparties and sell-side research analysts to stay current on market developments and inform investment views. 8. Build and maintain relationships with issuers, including through investor calls and non-deal roadshows. 9. Support internal investment governance processes through written credit memos, issuer summaries, and portfolio reviews. 10. Contribute to tactical asset allocation efforts and thematic research across the Strategy and Sustainability team. 11. Identify and implement efficiencies in the team's daily work processes. 12. Ability to manage multiple complex tasks while delivering high-quality results. Selection Criteria 1. Masters degree in Business, Finance, Economics, Mathematics, Statistics or a related field with minimum 5 years of relevant experience preferably in fixed income functions and/or asset management. A Bachelors degree, together with an additional level of direct relevant professional experience, will also be considered for selection. Internationally recognized professional qualification, such as a CFA, CAIA, FRM, or progress toward one, is a plus. 2. Credit Analysis Experience: Minimum 5 years of experience conducting in-depth, single-name fundamental credit analysis of corporate bonds, ideally investment grade, across sectors and geographies. 3. Financial Modeling and Analytical Skills: Strong proficiency in financial statement analysis and modeling; ability to assess creditworthiness and derive forward-looking credit views using both fundamental and market-based factors. 4. Investment Skills: Proven track record of identifying investment opportunities, assessing relative value, and applying sound investment judgment within a risk-managed framework. 5. Product Knowledge: Familiarity with a broad range of fixed-income instruments, including corporate bonds, government bonds, SSAs, covered bonds, and derivatives such as interest rate swaps, FX forwards, and futures. Experience in direct trading of these instruments is an advantage. 6. Stakeholder Engagement: Proven ability to liaise with external stakeholders such as rating agencies, sell-side analysts, dealer counterparties, and corporate issuers to inform investment views. 7. Communication Skills: Excellent written and verbal communication skills, with a demonstrated ability to produce high-quality analysis and effectively present investment views. 8. Technical Proficiency: Advanced proficiency in Excel and Bloomberg; working knowledge of Python or similar programming tools is a plus. 9. Strong interpersonal skills and ability to collaborate across global teams. 10. Proven capacity to manage multiple priorities, respond to market developments in real time, and maintain analytical rigor under pressure. 11. Strong interest in portfolio management, asset allocation, sustainable investing, and or impact reporting. WBG Culture Attributes: 1. Senseof Urgency – Anticipating and quickly reacting to the needs of internaland external stakeholders. 2. ThoughtfulRisk Taking – Taking informed and thoughtful risks and making courageousdecisions to push boundaries for greater impact. 3. Empowermentand Accountability – Engaging with others in an empowered and accountablemanner for impactful results. World Bank Group Core Competencies The World Bank Group offers comprehensive benefits, including a retirement plan; medical, life and disability insurance; and paid leave, including parental leave, as well as reasonable accommodations for individuals with disabilities. We are proud to be an equal opportunity and inclusive employer with a dedicated and committed workforce, and do not discriminate based on gender, gender identity, religion, race, ethnicity, sexual orientation, or disability. Learn more about working at the World Bank and IFC , including our values and inspiring stories. #J-18808-Ljbffr

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Portfolio Manager

94510 Benicia, California Winebow

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Join to apply for the Portfolio Manager role at Winebow

Join to apply for the Portfolio Manager role at Winebow

Why Winebow?

At Winebow, we are strongly committed to creating an environment that fosters diversity, equity, and inclusion. We are intentional in our efforts to ensure that every employee has a sense of value and opportunity in our company, and we work tirelessly to promote a culture of inclusion where our team feels safe, respected, and valued. We want our Winebow family to feel at home and to be empowered to bring their best selves forward.

Job Details

Description

Why Winebow?

At Winebow, we are strongly committed to creating an environment that fosters diversity, equity, and inclusion. We are intentional in our efforts to ensure that every employee has a sense of value and opportunity in our company, and we work tirelessly to promote a culture of inclusion where our team feels safe, respected, and valued. We want our Winebow family to feel at home and to be empowered to bring their best selves forward.

We seek talent from all backgrounds to join our organization and are dedicated to achieving a diverse workforce in all aspects of employment including but not limited to recruiting, hiring, promotion, training, benefits, wage and salary equity.

In conjunction with the VP of Portfolio Management, develops a strategic plan to maximize the distribution and marketing of the suppliers in their portfolio. Provides data and analysis to VP of Portfolio Management on a regular basis to include possible new items, discontinued items and correct inventory levels.

Job Duties

  • Develops overall brand strategy by effectively using internal data, market research and competitive intelligence.
  • Works with leaders of sales team to ensure that brand strategy is translated to marketplace activities that drive sales and profits.
  • Attend monthly brand meetings, prepare and present recaps on brand accomplishments, provide depletion, goal reviews of brands by suppliers and update management team on any problems with select brands.
  • Works in market with sales team to visit key accounts and help market some of their brands.
  • Develops strong relationship and communication with assigned suppliers including follow up as needed.
  • Act as point person on pricing and troubleshoot pricing issues.
  • Provides appropriate brand training to sales force including presentations and marketing material.
  • Meets agreed upon goals and objectives effectively and in a timely manner.
  • Arrives to work, appointments, meetings, and other work-related functions on time and as scheduled.
  • Special Events coordination for internal staff and external suppliers/customers.
  • Follows all safety policies and procedures.
  • Performs other duties as assigned.

Skills And Qualifications

  • Lifting up to 40 lbs., sitting, bending, reaching, driving, visual acuity and manual dexterity.
  • Bachelors degree required. Concentration in Marketing or Business Administration preferred.
  • Three plus years experience working in the wine industry in either a marketing or sales position.
  • Excellent interpersonal relationship skills
  • Superior follow through and the ability to handle multiple tasks with limited supervision.
  • Understanding of pricing to the marketplace.
  • Microsoft Office applications including Outlook, Excel, Word and PowerPoint.
  • Working knowledge of Diver application Working knowledge of Navision application
  • Valid Drivers License

The salary range for this position is $80,000 - $00,000. This position is also eligible for a bonus of 12%. We also offer a comprehensive benefits package of medical, dental, vision, life, AD&D, 401k with company match, employee purchase program and paid time off. If you are hired at Winebow, your final base salary compensation will be determined based on factors such as geographic location, skills, education and/or experience. In addition to those factors, we consider internal equity of our current team members as a part of any final offer.

The position is hybrid and will be based in our Benicia, CA office location. In office days are on Tuesday/Wednesday/Thursday and remote other days except as needed for special meetings or events. Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Beverage Manufacturing

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Portfolio Manager

27601 Raleigh, North Carolina United Community Services

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Join to apply for the Portfolio Manager role at United Community

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United Community is seeking a highly skilled Portfolio Manager . The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio.

What You'll Do

  • Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
  • Provide credit and sales support to Commercial Lending.
  • Analyze complex financial statements and prepare credit analysis packages.
  • Serve as a secondary contact on client relationships.
  • Identify cross-sell opportunities with new and existing clients.
  • Assist in the loan process, including underwriting and closing.
  • Prepare commitment letters and review loan documents.
  • Assist lenders in their prospecting efforts.

Requirements For Success

  • Bachelors Degree in finance or accounting preferred.
  • 5+ years of experience in commercial lending.
  • Proficient knowledge of credit policy, banking regulations, and loan documentation.
  • Ability to analyze complex financial statements and tax returns.
  • Strong interpersonal and communication skills.
  • Excellent organizational and time management skills.
  • Ability to work effectively within the company's credit culture.
  • Proficiency with in-house financial reporting applications, including Navigator.
  • Good mathematical, reading comprehension, and writing skills.
  • Participation in required compliance training.

Conditions Of Employment

  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

Ready to take your career to the next level? Apply now and become a vital part of our team!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Banking

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PORTFOLIO MANAGER

11368 Corona, New York City of New York

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Portfolio Manager

The NYC Department of Environmental Protection (DEP) enriches the environment and protects public health for all New Yorkers by providing 1.1 billion gallons of high-quality drinking water, managing wastewater and storm water, and reducing air, noise, and hazardous materials pollution. DEP is the largest combined municipal water and wastewater utility in the country, with nearly 6,000 employees. DEP's water supply system is comprised of 19 reservoirs and 3 controlled lakes throughout the system's 2,000 square mile watershed that extends 125 miles north and west of the City. The Bureau of Engineering Design & Construction (BEDC) currently has a portfolio of capital projects valued at $23.8B, and another $0.5B projected over the next 10-year commitment plan. The projects BEDC implements allows DEP as a whole to continue to operate and maintain an exemplary water supply system. Our Wastewater Capital Program (WWCP) staff oversees the design and construction of all major capital projects for the Bureau of Wastewater Treatment (BWT). Current projects include upgrades for sustainability, resiliency, and state of good repair improvements (e.g. main sewage pump system upgrades, solids handling facility upgrades, power system improvements, combined sewer overflow abatement projects and pump station rehabilitation.) WWCP is a team of project managers and engineers who deliver projects with an emphasis on environmental health and safety, quality, schedule, budget, and client service. BEDC seeks to hire an Administrative Construction Project Manager M4 for the Wastewater Capital Program Directorate, located at our headquarters in Queens, NY. Under executive direction, reporting directly to the Executive Director of the Wastewater Capital Program with broad scope for the exercise of independent initiative judgment, the selected candidate will perform the duties of a Portfolio Manager. Programed projects vary as they advance and are completed and new projects are initiated; projects included in this multibillion dollar program are mandated and/or are the highest priority to support the reliability of the wastewater treatment system and comply with stringent permit limits. The selected candidate will be responsible for the collaboration with the operating bureaus staff and leadership of WWCP staff, consultants and contractors to manage the planning, design, construction management, and construction required to support the following projects:

- NR-44: Riverbank Park Power Separation

- PS-277: Upgrade of the 108th Street Pump Station

- PS-290: Upgrade of the Conner Street Pump Station

- PS-313: Upgrade of the 235th Street (Riverdale) Pump Station

- PS-317: Upgrade of the Victory Blvd Pump Station

- BB-216: Bowery Bay Primary Tank Upgrade

- BB-220: New Electrical Substation and Emergency Generators for the Bowery Bay WRRF

- NR-38: Cogeneration/Electrification at the North River WRRF

- NR-107: Underdeck/Marine Level Structural Repairs at the North River WRRF

- NR-108: Structural and Drainage Improvements at the North River WRRF

- NR-111: North River Primary Tank Upgrade

- NR-115A: Reconstruction of Power Distribution at the North River WRRF

- NR-117: Upgrade of the Fire Protection Systems at North River WRRF

- NR-129: Main Sewage Pump and Bar Screen replacement at the North River WRRF

- NR-GBT: Sludge Thickening Improvements at the North River WRRF

- PS-287: Upgrade of the Eltingville Pump Station

- PS-296: Upgrade of the Melvin Avenue Pump Station

- PS-307: Upgrade of the Sapphire Street Pump Station

- PS-324: Upgrade of the Canal Street Pump Station

- PS-BX: Upgrade of the 233rd and 154th Street Pump Stations

- PS-QNS-2: Upgrade of the Little Neck, Linden Place, and Park Drive East Pump Stations

- PS-SI: Upgrade of the Mersereau, Mayflower, and Richmond Ave Pump Stations

- RH-83: Replacement of the Main Sewage Pumps and Bar Screens at the Red Hook WRRF

- CSO-FBAY: Flushing Bay CSO Storage Tunnel

The selected candidate will be responsible for the overall performance of a portfolio of Capital Projects within the Wastewater Capital Program. S/he will direct the activities of Accountable Managers responsible for individual project delivery of Capital Projects for major water pollution abatement projects through the entire project life-cycle from planning, design, procurement, and construction. The selected candidate will conduct routine project reviews with Accountable Managers to ensure projects are delivered in accordance with the Bureau Project Delivery System. S/he will determine manpower requirements to deliver capital projects within the assigned Program Portfolio. The Portfolio Manager will be responsible to ensure that project issues are resolved in a timely manner. S/he will represent the Bureau in meetings with Client Bureaus (BWT, BWSO, BWS), various City Agencies (OMB, MOCS, Law, Parks, Comptroller), elected officials, regulatory agencies, and the general public. The selected candidate will also review and implement BEDC Environmental Health and Safety standards and Standard Operating Procedures.

*** Only applicants who are permanent Civil Service Administrative Construction Project Managers are eligible to apply to this JVN. If you do not have permanent civil service status as an Administrative Construction Project Manager, please do not apply to this position as you will not be considered for an interview.*** PREFERRED SKILLS - Managerial training and/or extensive managerial experience, including conflict resolution - Excellent oral and written communication skills towards a technical and non-technical audience - Comfortable working with developing staff as well as Agency Senior Staff - Knowledge of City, State and Federal environmental requirements for water, wastewater, Combined Sewer Overflow (CSO), landfill remediation and hazardous materials - Experience delivering large complex projects requiring expert engineering/construction background - Experience leading staff to achieve objectives under difficult conditions

Additional Information: ***Only applicants who are permanent Civil Service Administrative Construction Project Managers are eligible to apply to this JVN. If you do not have permanent civil service status as an Administrative Construction Project Manager, please do not apply to this position as you will not be considered for an interview.*** To Apply: To apply click "Apply Now" DEP is an equal opportunity employer with a strong commitment to the diversity of our organization and workforce. Your voluntary response to the NYCAPS on-line application section for referral information will assist us tremendously in our ability to track the success of our outreach and recruitment efforts. Please be sure to indicate your source of referral to this job. This position is open to qualified persons with a disability who are eligible for the 55-a Program and also meet the education and experience requirements as listed in the job posting notice. Please indicate on your resume or cover letter that you would like to be considered for the position under the 55-a Program. This position is also open to non 55-a Program candidates who meet the education and experience requirements as listed in the job posting notice.

We appreciate your interest and thank all applicants who apply, but only candidates under consideration will be contacted. All appointments are subject to Office of Management and Budget (OMB) approval.

ADMINISTRATIVE CONSTRUCTION PR - 82991

Qualifications

At least six years of full-time satisfactory experience in construction management work on capital projects, each one of which must have had a dollar value of at least 300,000, at least eighteen months of which must have been in a managerial or consultative capacity in an organization responsible for the management of construction; and a combination of the following, sufficient to equal a total of ten years of education and experience: 1. Full-time satisfactory experience in construction inspection on capital projects, each one of which must have had a dollar value of at least 300,000. One year of acceptable experience will be credited for each year of construction inspection experience up to a maximum of four years. 2. Full-time satisfactory experience in building construction as a journeyperson in one or more of the skilled building construction trades. One year of acceptable experience will be credited for each year of journeyperson experience up to a maximum of four years. 3. Education in an accredited college or university leading to a bachelor's degree in architecture, landscape architecture, or air pollution control, chemical, civil including structural and bridge design, electrical, mechanical, or sanitary engineering will be credited on the basis of 30 semester credits for one year of acceptable experience up to a maximum of four years. 4. A New York State license as a professional engineer or registered architect or a license as a professional engineer or registered architect from a state that has reciprocity with New York State may be substituted for the four years of education and experience described in "1", "2" and "

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Portfolio Specialist

02130 Jamaica Plain, Massachusetts Artisan Partners

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Job Description

Portfolio Specialist

Artisan Partners' EMsights Capital Group seeks an experienced portfolio specialist to represent the strategies managed by the team. The portfolio specialist will primarily interact with the investment team along with prospects and clients, investment committees, boards and others to support new business opportunities and service clients through investment discussions, portfolio reviews, market reviews and investment solution positioning and performance reviews. The ideal candidate has deep knowledge of emerging markets debt, the competitive landscape and global asset management trends. The ability to support the team's growth with a proven sales record to identify and win new business is a plus.

Location: Boston, MA

Base Salary Range: $150,000 - $200,000

Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Responsibilities

The candidate can expect to:

  • Serve as a trusted advisor to the portfolio managers and partner to the business leader
  • Identify, develop and cultivate a high quality, sophisticated client base across distribution channels, and geographies
  • Preserve investment team time by providing product specialist services, cultivating and maintaining an intimate understanding of the portfolio and investment philosophy and process
  • Provide support to the existing client base via routine and ad hoc client service efforts; ability to independently communicate performance attribution, portfolio design and structure, asset allocation and security selection
  • Monitor and actively report on competitor and product trends
  • Act as a liaison between the distribution team and marketing support teams regarding client requests, new business development (Finals/Request For Proposal/Request For Information, etc.), cash flows and marketing materials
  • Partner with team's investment writer to contribute to commentary and thought leadership, with a mind for continual enhancement of messaging
  • Assist in the ongoing monitoring of industry publications and news to identify potential investors and new search activity
  • Collect and communicate portfolio/market information and client background to head of business development in preparation for client/prospect/consultant meetings. (i.e., attribution, presentations, portfolio updates, etc.)
Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

  • At least 10 years of experience at a buy side firm with a combination of portfolio specialist and sales experience
  • Deep knowledge of the emerging markets debt space and investment strategies
  • Effective communication skills to clearly articulate the team's investment process, differentiated approach and competitive edge
  • Strong interpersonal skills to cultivate relationships internally and externally
  • Entrepreneurial approach with a desire to build a top-tier investment franchise
  • Demonstrable sales success through persistence, creativity and commitment to a shared vision
  • Ability to travel on a regular basis; domestic and global (25%)
  • CFA and/or MBA is strongly desired
  • FINRA Series 3, 7 and 63 licenses are required for the role (or obtained within initial 6 months of employment)

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

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Portfolio Manager

10261 New York, New York IDB Bank - Israel Discount Bank Of New York

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Job Description

Perform timely financial analysis/underwriting for renewals, annual reviews, and modifications (extensions, waivers, amendments, etc.) by effectively weighing IDBNYs credit policies and understanding of desired risk profile. Proactively monitor the

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Portfolio Manager

23214 Richmond, Virginia EJF Real Estate Services

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Job Description

Who We Are

Tracing our roots back to 1920, EJF Real Estate Services has been a family-owned, family-operated business focused on community association management and real estate sales in the Washington, DC metropolitan area for over 30 years. Today, we are proud to be the largest DC-based property management company, serving hundreds of clients nationwide. Our deep market knowledge, hands-on experience, and commitment to exceptional service help communities thrive.

What You'll Do

As a Portfolio Manager, you will be responsible for overseeing the day-to-day operations of a portfolio of community associations. You'll ensure compliance with governing documents, manage financial performance, support maintenance and vendor coordination, and foster strong client relationships. Whether working independently or alongside onsite staff, your goal will be to deliver outstanding service while enhancing property value and resident satisfaction.

Requirements

  • Provide full management services in accordance with association documents and applicable laws.
  • Enforce association rules and regulations.
  • Maintain thorough and accurate operational records.
  • Negotiate vendor contracts and oversee competitive bidding processes.
  • Ensure quality control for vendor work and pricing.
  • Prepare and manage incident/accident reports and insurance claims.
  • Attend required board meetings.
  • Maintain calendars of contract renewals and key project dates.
  • Oversee maintenance of common areas and building systems.
  • Provide timely and professional communication to residents, boards, and vendors.
  • Support emergency response and after-hours issues as needed.
  • Prepare and present monthly management reports.
  • Assist with drafting annual budgets for Board approval.
  • Approve invoices and monitor spending against budget.
  • Seek opportunities to reduce operating costs.
  • Recommend and implement capital improvements and preventative maintenance.
  • Oversee contractor and vendor performance, ensuring compliance with insurance, warranty, and quality standards.
  • Support energy management and long-term capital planning.
  • Hire, train, and supervise onsite staff with support from HR.
  • Perform other duties as assigned.
What You Bring
  • Bachelor's degree or equivalent experience.
  • 5-7 years of experience in portfolio or property management with community associations/HOAs.
  • Industry certifications (CMCA, AMS) strongly preferred.
  • Proven experience managing budgets and association financials.
  • Strong organizational, leadership, and customer service skills.
  • Excellent verbal and written communication abilities.
  • Proficiency in Microsoft Office (Outlook, Word, Excel).
  • Familiarity with property management software (e.g., Vantaca is a plus).
  • Ability to work independently and proactively solve problems.
  • Ability to multi-task in an evolving work environment.
Our Core Values

At EJF, every team member is expected to embody our core values:
  • Respect
  • Teamwork
  • Accountability
  • Service
  • Community
  • Passion
  • Integrity
What We Offer

We offer a comprehensive benefits package, including:
  • Comprehensive medical, dental, and vision insurance
  • Employer-paid life and disability insurance
  • 401(k) with company match and immediate vesting
  • Generous paid time off: 15 days PTO to start + 12 paid holidays
  • Competitive salary based on experience

EJF Real Estate Services is an equal opportunity employer. We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you require assistance during the application process, please contact us at .

Salary Description

$55,000-65,000
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Portfolio Manager

22201 Arlington, Virginia ECS Federal

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Job Description

ECS is seeking a Portfolio Manager to work in our Arlington, VA office. Please Note: This position is contingent upon contract award. The Portfolio Manager is responsible for overseeing the planning, execution, and management of the agencys IT proje Portfolio Manager, Manager, Portfolio, Continuous Improvement, Project Management, IT, Technology

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Portfolio Analyst

90079 Los Angeles, California Compass Business Solutions Inc

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Job Description

Portfolio Analyst

MRK Partners is seeking a dynamic Portfolio Analyst, with prior multifamily property experience, who will provide data and financial analysis across the asset management portfolios to inform strategic decisions. Please note: this is an onsite role in our LA office.

MRK Partners is a privately held real estate investment and asset management company specializing in the acquisition, preservation, and repositioning of affordable housing. MRK Partners is committed to a world of equity and a shared humanity where all may thrive and reach their highest potential. Our mission is to develop exceptional and affordable housing across the nation. A secure home and supportive community are integral to achieving empowerment. In collaboration with our residents and partners, we identify and create opportunities for upward mobility, nurture resiliency, and support each individual's journey toward fulfillment and wellbeing.

What You Will Do:

  • Analyze asset performance within the assigned portfolios and provide insights to Asset Managers.
  • Provide financial underwriting, modeling, and analysis for current affordable multifamily projects.
  • Review, analyze, and summarize tax returns and financial statements to inform asset management decisions.
  • Conduct research on and evaluate policies, markets, demographics, programs, and strategies as aligned to the portfolio needs.
  • Prepare analysis and memos for appropriate internal review processes.
  • Perform specific data analysis to assist AM team with reports or presentations as requested.
  • Review and synthesize rent collection data and vacancies to guide leasing direction.
  • Review variance reports to determine patterns within OpEx, provide data driven solutions for improvements.
  • Execute special projects in a timely and effective manner, as assigned by leadership.
  • Create and maintain property and market level databases.
  • Manage systems and projects in a timely and orderly fashion.

Qualifications and Education:

  • Bachelor's Degree in Business, Finance, or related field. Relevant experience may be substituted for education.
  • Minimum of three years of relevant experience in an analyst role.
  • Experience in commercial real estate, banking, or another similar environment highly preferred.
  • Prior experience with multifamily housing required; prior affordable housing experience preferred.
  • Proficient in Microsoft Office Suite and virtual meeting applications.
  • Experience working with Monday.com Work OS and RealPage software preferred but not required.
  • Ability to use AIM internal portfolio system.

The compensation range for this role is $80,000-$90,000 salary, based on experience.

We believe diversity is essential to our organization's growth and success. MRK Partners strives to create an inclusive, accepting culture and seeks individuals of all backgrounds to join our innovative organization. We are a proud equal opportunity employer.

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