3,175 Portfolio Manager jobs in the United States

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

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 "

Company Description

Since 2006, MAXISIQ has advanced the state of Cyber RDT&E by bringing together industry expertise in software, hardware, communications and security, and leveraging decades of operational experience to deliver exceptional value to communities and the critical missions they support. Join MAXISIQ where we innovate, develop smarter solutions, technologies, services, and actionable capabilities for our clients- right when they need it most.

Job Description

MAXISIQ is a fast-paced technology company focused on growth and high performance while supporting and enabling our employees to provide stellar solutions to our customers. We are currently looking for a Portfolio Manager that will serve to expand our existing business at the Departments of Defense and Justice and the Intelligence Community; grow our current capabilities in cybersecurity, engineering and infrastructure; and build out new customers and capabilities. This is a full-time role supporting operations in Lorton, VA.

The Ideal Candidate

This role requires a strong combination of technical experience and "trusted advisor" relationship building with prospects, clients, and internal customers. The ideal candidate will exhibit an entrepreneurial spirit and be highly adept at strategy, planning, and execution of technology projects. Our Portfolio Managers will be thought leaders capable of going beyond textbook recipes to craft business technology solutions that drive market differentiation and tangible business value.

Functions & Responsibilities

This leader will develop the capture strategy of building the business and define the organizational goals, objectives, and financial contributions. You will work with other leaders across MAXISIQ in a collaborative environment that values creative thinking, problem-solving, and a growth mindset. You will collaborate with key internal stakeholders, as well as current prospective clients and partners. As Portfolio Manager, you may participate in the delivery of strategic client projects for the purpose of establishing a solution delivery foundation, ensuring high levels of client satisfaction and incubating additional business opportunities. Other functions and responsibilities include:

• Developing the strategy to capture business and exceed the financial goals.
• Proposing approaches to achieve customers' mission objectives.
• Engaging and developing strategic relationships with government leaders that will buy our solutions.
• Establishing and instituting all practice development/deployment methodologies and best practice guidelines and templates to be utilized on engagements.
• Maintaining a strong perspective on the overall business and technology landscape, including disruptive new technology trends and industry directions.
• Architecting comprehensive solutions that meet our prospect and client requirements.
• Leading the end-to-end design of a proposed solution, including the preparation of customer presentations, configurations, budgetary proposals, and detailed diagrams.
• Working with the internal leads to develop related service work plans and SOWs to support implementation of client solutions.
• Taking a leadership role in identifying new services sales opportunities within our client base and with prospective clients.
• Developing relationships with counterpart technical engineers at key vendors/partners.

Qualifications

Education

• Bachelor's degree and 10+ years of prior relevant experience or
• Master's degree with 7+ years of prior relevant experience.

Clearance

• Active Secret (optimally with TS/SCI)

Experience

• Expertise managing and growing profit and loss of an organizational unit greater than $10M.
• Experience with companies of similar size and similar products and services.
• Experience working in client relationship management.

Position Knowledge and Skills

• Ability to effectively communicate with leadership regarding matters of significant importance to the organization.
• Must possess excellent interpersonal skills to effectively communicate with partners, teams, employees, and customers.
• Ability to build trusted partnership relationships with clients.
• Strong customer service orientation.
• Strong relationship skills with colleagues and clients.
• Proven leadership and problem-solving skills.
• Goal setter and achiever.
• Strong pre-sales skills, including relationship development, presentation skills, and technical design development.

Additional Information

All your information will be kept confidential according to EEO guidelines.

#CJ

We are an Equal Opportunity Employer that considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected class.

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Summary

Makes and services a wide variety of loans, commercial real estate loans or lines of credit, most of which involve large amounts of money and important customers. The Portfolio Manager is responsible for identifying, soliciting and retaining existing commercial business relationships and/or commercial real estate relationships including loans and deposits as well as other services and products offered by the Bank. The Portfolio Manager must work independently, with or through the management of the Department sales and service efforts to ensure retention of existing relationships as well as the growth of these relationships. The incumbent is involved in the analysis of customer/prospect business finances needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests. The incumbent is responsible for managing a portfolio of customers and is required to expand the existing relationships, attract new relationships, and analyze customers banking needs for the suitability of all bank products and services.

Essential Duties & Responsibilities

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Exercises discretion and independent judgement in presenting complex solutions to existing customers and prospects. Must have a complete understanding of complex and multifaceted financial products and services.
• Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
• Rejects loans by explaining deficiencies to customers.
• Participates in all Department functions necessary to contribute to the achievement of Department earnings and growth objective that can be measured and actively participates in various community and civic activities.
• Contributes significantly to meeting or exceeding the Departments budgetary goals and ensures that deposit, loan and net income goals are met.
• Works independently, with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed.
• Is compliant with all CBB policies and procedures to ensure a passing or better, Audit.
• Works independently, with or through the manager to ensure the Banks CRA policies and objectives are met for its assigned service area.
• Works independently, with or through Management of the Departments sales and service efforts to ensure retention and growth of existing relationships.
• Manage personal sales efforts that meet or exceed Department goals with a specific production goal based on experience.
• Provide, present and promote The Citizens Experience to all external and internal customers.
• Other duties as assigned.
  
  

Join to apply for the Portfolio Manager role at CFBank

7 months ago Be among the first 25 applicants

Join to apply for the Portfolio Manager role at CFBank

About CFBank

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years weve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.

About CFBank

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years weve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.

About The Role

This position is an Officer-level position responsible for Portfolio Management, which includes monitoring the existing commercial loan portfolios, managing risk, involvement in managed assets (accounts showing signs of deterioration), and providing support to credit and underwriting as appropriate. This position reports to the Senior Commercial Risk Manager.

What Youll Do

• Support commercial lending and portfolio management activities, through prior commercial lending and credit expertise.
• Assist with the collection and tracking of client information to facilitate ongoing portfolio management including financial statements, tax returns, borrowing base and covenant calculations, annual reviews, renewals, and risk ratings.
• Manage an assigned portfolio of loans, working directly with clients, relationship managers, and other necessary internal and external parties.
• Analyze credit and loan documents and files independently in support of the review of accounts both assigned to your portfolio, and in assistance to the relationship managers.
• Develop and negotiate the strategies needed to enhance the creditworthiness of accounts, including modifications, restructurings, and workouts, in order to retain clients and minimize losses to the bank.
• Physically inspect properties pre- and post-foreclosure as requested.
• Interact with clients and external contacts including accountants, attorneys, appraisers, consultants, and title agencies as needed, acting as a liaison for CFBank to facilitate the lending, credit, and risk management processes.
• Assist Relationship Managers with underwriting, analysis, and Pre-Read Memos and Credit Approval Memos for proposed renewals and modifications of loans to existing clients and extension of new loans to existing and new clients.
• Maintain knowledge of the regulatory and compliance landscape, the banks policies and procedures, and understanding the unique needs of our organization such as product mix, asset class concentrations, loan structure, credit quality, and other considerations.
• Other projects in support of the banks Credit/Risk group, including assisting with 3rd party exam preparation, generation of reports for the group, and senior management.
• Prepare and present regular reporting to Management as requested.
  
  

• At least 5 years of a combination of commercial underwriting, portfolio management and workout experience, preferably in middle market and real estate, within a Commercial or Regional Bank setting.
• Formal Commercial Credit training preferred.
• Must be a demonstrated team player with the ability to collaboratively work with a wide range of individuals throughout the many departments within the bank.
  
  

• Competitive compensation package including annual bonus opportunity that includes both cash and stock ownership
• Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
• Professional development opportunities including educational/training opportunities
• Accelerated 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting
• Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
• Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
• One of the most collaborative environments youll find, with a team of hard-working mutually invested professionals who are excited about shared success

• Seniority level Mid-Senior level

• Employment type Other

• Job function Finance and Sales
• Industries Banking

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POSITION: Portfolio Manager

COMPENSATION: Pursuant to state regulations, the salary range is $110,000-$115,000 plus bonus potential. Eligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts.

SUMMARY

The Portfolio Manager is primarily responsible for overseeing on-site operations from the corporate level across an assigned portfolio of residential housing communities. This position requires a combination of operational and strategic focus while directly managing the on-site leaders toward achieving operational excellence in accordance with Cardinal Group and client standards. The incumbent is responsible for all aspects of their assigned communities, including compliance, staffing, resident satisfaction, occupancy, achievement of revenue targets, expense management, and other budgetary goals. This leader will provide our clients, our on-site Community Managers, and our residents with exceptional service in the execution of their essential functions.

RESPONSIBILITIES (Including but not limited to)

Portfolio Oversight:

• Ensure adherence to the responsibilities and obligations of the Companys Property Management Agreements (PMAs) in close collaboration with the Director, Operations and with the CGC legal and compliance teams while serving as the key point of contact between Cardinal Group HQ and the on-site teams for each assigned portfolio of communities.
• Directly manage each on-site Community Manager, including providing operational support, guidance, direction, professional development, performance management, and ensuring the execution of their essential functions in accordance with expectations.
• Assist in the on-boarding of new Community Managers, including leading the preparation and execution of the orientation agenda and continued mentoring, additional training, or support needed from hire through the first 90 days of employment.
• Accountable for various key financial components related to community operations, including payroll, bonus processing, accounts receivable, budget variance, etc.
• Regularly work to increase the level of engagement, team member satisfaction and experience of all HQ and on-site team members within assigned communities.
• Lead the planning, logistics, and execution of the TURN process for each community within the assigned portfolio of communities, including vendor management, invoicing, scheduling, etc.
• Conduct weekly or bi-weekly group calls with Community Managers from each of the assigned communities within the portfolio.
• Monitor and instill urgency related to staffing, including Team Member retention, job posting, candidate sourcing, interviewing, hiring, and onboarding.
• Ensure adherence to client-required reporting processes, templates, and schedules. This includes, but is not limited to, the annual planning and budget preparation process, weekly and monthly reporting, and monthly financial reporting in partnership with the accounting team.
• Motivate the team through positive recognition and strong leadership giving emphasis on the companys Culture of excellence, rooted in diversity, equity, and inclusion.
• Prepare, analyze, and communicate various reports weekly, monthly, quarterly, and annually aimed at tracking and forecasting community performance in each respective area.
• With direction from the VP of Operations and/or Director of Operations, prepare annual operating and capital budgets, marketing plans, and business strategy for all communities within the assigned portfolio.
• In alignment with the Director, Operations vision for the assigned portfolio of communities, implement, execute on, and revise detailed sales, leasing, and operational plans, programs, and processes that lead initiatives to achieve occupancy and revenue goals.
• Ensure that each assigned community adheres to all organizational policies, procedures and practices, follow professional and regulatory standards, and further organizational success through flawless execution.
• Travel to assigned communities required as the needs of the business dictate. Serve as temporary on-site managerial support in the absence of a Community Manager, whether due to open positions, leaves of absence, or other situations as needed.

Client Relations:

• Develop and maintain strong business relationships with property ownership, oversee property management review, and manage investor/owner communications and reporting.
• Lead monthly and quarterly calls with each client aimed at providing financial updates, operational metrics updates, general information, and to answer questions/receive direction.
• Coordinate and conduct regular inspections of assigned communities to ensure proper curb appeal, leasing and maintenance operations, and delivery of our brand promise to residents, team members, and the community at large.
• Acquire, maintain, and continually exhibit a strong understanding of community housing markets across the country; understand trends, economic cycles, and new development; and be prepared to proactively recommend and implement changes to ensure continued success regardless of market conditions.

Business Strategy:

• Provide operational assessments as assigned, including written reports for new or existing communities, articulating observations and recommendations for each facet of the assessment.
• Participate in annual business planning, Capex, PPM reviews, auditing, contract proposals, new business responsibilities, NAA lease reviews, and other administrative duties as assigned by the VP of Operations and/or the Director of Operations.
• Participate in new business presentations and assist the Business Development Team with deliverables including but not limited to budgets, market studies, and pricing exercises.
• Acquire and consolidate feedback and insights into company initiatives, operational processes, policies, and standard operating procedures.
• Collaborate with other Cardinal Group operators with the aim of generating strategic, operational, financial or investment recommendations for client consideration/implementation.

QUALIFICATIONS

• Bachelor's degree
• 3-5 years of relevant industry experience
• Skilled in developing and maintaining strong client relationships
• Successful leadership and motivation of direct reports in previous roles
• Excellent time management and organization skills
• Ability to meet strict deadlines and prioritize tasks
• Excellent analytical skills, attention to detail and a strong work ethic
• Ability to problem solve and find innovative solutions
• Willing to travel a minimum of 8-12 weeks per year
• Professional written and verbal communication skills
• Brings a positive attitude and great interpersonal skills required
• Ability to embody the Cardinal Culture and Cardinals Core Values every day

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Incumbents primarily work in an office environment but also have frequent exposure to outside of apartment buildings and in all areas of the property including amenities and have frequent exposure to outside elements where temperature, weather, odors, and/or landscape may be unpleasant and/or hazardous.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by a Team Member 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 Team Member is regularly required to use hands to finger, type, handle, or feel and talk or hear. The Team Member regularly required to stand; walk; reach with hands and arms, and climb, stoop, or squat. The Team Member is often required to sit. Incumbents must be able to physically access all exterior and interior parts of the property and amenities and must be able to work inside and outside in all weather conditions including, but not limited to rain, snow, heat, hail, wind and sleet.

The Team Member must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Routine local travel is required to attend training classes, client visits, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position. Overnight travel required to attend company functions, training, property visits, and other situations necessary for the accomplishment of special projects that may be assigned from time to time.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their Team Leader.

Join to apply for the Portfolio Manager role at United Community

1 day ago Be among the first 25 applicants

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.
  
  

• 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.
  
  

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

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

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Join to apply for the Portfolio Manager role at Office of Technology and Solutions Integration

16 hours ago Be among the first 25 applicants

Join to apply for the Portfolio Manager role at Office of Technology and Solutions Integration

This range is provided by Office of Technology and Solutions Integration. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Job Description And Duties

Are you ready to revolutionize Californians lives by championing cutting-edge technology and data initiatives that enhance their access to and utilization of health and human services? If youre passionate about a Healthy California for All, we invite you to join our dynamic team that ensures every Californian is actively informed and effortlessly linked to a comprehensive, inclusive, and equitable array of health and human services tailored to their unique needs. The California Health and Human Services (CalHHS) Office of Technology and Solutions Integration (OTSI) aims to create a workforce and infrastructure that delivers accessible, affordable, and top-notch services for everyone. Were crafting a care-delivery system that respects and addresses the social, cultural, and linguistic diversity of the individuals we serve. As part of our exciting journey, we collaborate with departments to strategize and implement IT and data solutions that support fair, affordable program services.

As a Portfolio Specialist With OTSIs Portfolio Delivery Support Divisions (PDS) Enterprise Solution Alignment Support (ESAS) Unit, Youll Have The Opportunity To

• Act as a strategic advisor, offering project support services and overseeing the planning, development, and implementation of IT Projects and Services for CalHHS departments and offices.
• Drive project planning forward while ensuring it aligns with CalHHS Agency and Statewide requirements, focusing on identifying and mitigating project risks.
• Conduct analyses and impact assessments of project performance, working closely with department project teams to review Project Status Reports (PSRs), Independent Project Oversight Reports, and Independent Verification and Validation (IV&V) Reports. Youll propose recommendations to OTSI leadership on effective IT project risk and issue mitigation strategies.
• Take charge of assigned work related to monthly reporting and help develop, implement, and maintain a framework to monitor the health of the CalHHS IT Project Portfolio.
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries IT Services and IT Consulting

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Greater Sacramento 130,800.00- 241,000.00 2 weeks ago

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PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION Our quant investment platform was founded in 2003 and has been a key source of strategic growth for PIMCO. As part of our offering we manage quantitative alternative strategies spanning managed futures, alternative risk premia and quantitative alpha. We are expanding our Quantitative Portfolio Management team and seeking an experienced Quant / PM with expertise in deploying quantitative techniques to inform investment decision making in global fixed income markets, including interest rate markets, credit and/or mortgages. You will join a team of researchers with dedicated asset class / strategy focus who contribute to our quant investing platform, portfolio implementation team and traditional PM desks. Our ideal candidate will be able to operate at the intersection of quant research and investment with both strong quant skills but also a deep understanding of the instruments and drivers of fixed income markets - whilst being innovative, highly analytical and market savvy. RESPONSIBILITIES * Conduct alpha research, formulate investment ideas in rates markets with holding periods from days to months * Engage and collaborate with fellow researchers and quantitative developers to implement strategies * Manage, refine and evolve existing strategies * Work with senior PMs on portfolio construction in the presence of real-world constraints * Perform post-trade analysis including model performance, TCA, and risk management REQUIREMENTS * PhD or Masters alongside an undergraduate degree in a quantitative, economics or finance related field with a strong academic track record * 3+ years of experience in an analytical role informing market views at a bank/hedge fund/asset manager * Strong understanding of market dynamics and rates fundamentals and what drives markets over days and weeks * Strong programming ability (Python preferred) * Solid understanding of probability and statistics * Ability to work with unstructured real-world data * Independent research experience is preferred * Intellectual curiosity is a must * Ability to thrive in a team environment and collaborate across teams * Excellent analytical skills, with strong attention to detail Beneficial / nice to have: * Broader global fixed income markets research experience, be that across non US geographies or corporate bonds, credit and/or mortgages PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 205,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. #J-18808-Ljbffr

Overview:

Based in Northern, VA, Axiologic Solutions LLC has opportunities for you to become part of our high-quality team delivering innovative solutions to key federal clients. We are currently seeking a Portfolio Manager to provide project management and acquisition planning support for customer projects in the DoD and IC community.

Responsibilities:

• Assist in the Pre-Acquisition Award planning, preparing and maintaining of current and future acquisition requirements, as well as engage in Post-Award performance monitoring and tracking for legacy and future requirements.
• Use knowledge of Federal Acquisition Regulations and policies to advise on program and contractual matters in the acquisition planning stages.
• Provide Pre-Award support drafting Task Order Requirements Packages, including requirements documents (Statements of Work, Performance Work Statements), Evaluation Criteria, Independent Government Cost Estimates, Quality Assurance Surveillance Plans, Service Level Agreements, and other acquisition support documentation as required.
• Provide Post-Award review: Project tracking and analysis, burn rates analysis, project milestone deliverables, staffing, funds run out dates, and other duties as assigned.
• Work across departments and division to gather and understand requirements on programs and potential solutions - business function, user, technology, security, etc.
• Provide Post-Award Quality Assurance monitoring and controlling: Create Quality Assurance & Surveillance Plans (QASP) and Performance Requirement Summary Matrices (PRSM) and adjust, report, and monitor Quality Assurance monthly.
• Conduct tradeoff, risk, and other critical analyses, and provide recommendations to support the customer programs.

Education and/or Experience, and Other Qualifications:

• Bachelor's Degree required, Master's degree or advanced training in management consulting is preferred.
• 10 years of experience, with 5 providing management and technical direction to project personnel.
• Demonstrated experience in multiple IT-related functional disciplines (e.g., two or more of: Acquisition/Contracts Management, Business Analysis, Project Management, Development, Infrastructure Architecture, Security, Quality Assurance, etc.).
• Expert Microsoft Excel and Power Point skills and abilities.
• Must have an active/current TS/SCI with CI-Poly or ability to pass a CI-Poly.
• DoD and IC experience desired.
• Ability to effectively prioritize and execute tasks while under pressure.

Travel Requirements:

• Travel will be required within the Washington National Capital Region (NCR) on an as-needed basis for customer or corporate requirements.

Salary Range: $140k - $155k

Benefits Overview:

• Health Insurance: Medical, dental, and vision plans.
• Retirement Plans: 401(k) with company match.
• Paid Time Off: PTO and holidays.
• Professional Development: Tuition Assistance for courses and certifications.
• Fitness & Wellness Stipend
• Electronic Stipend

Applicants with a physical or mental disability, who require a reasonable accommodation for any part of the application or hiring process, may e-mail their request to or call . Determinations on request for reasonable accommodation will be made on a case-by-case basis.

Axiologic Solutions and its subsidiaries are an Equal Opportunity Employer, as such we do not discriminate against any employee or applicant for employment as protected by applicable laws.