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Portfolio Manager - CPAP
Posted 12 days ago
Job Viewed
Job Description
**Bonus eligible:** Yes
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 12/16/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
**What Portfolio Management contributes to Cardinal Health**
Portfolio Management is responsible for creating and managing diverse strategic supplier partnerships that drive enterprise value with innovation, best cost and competitive advantages that benefit customers, suppliers and patients. Develops and executes strategic plans by leveraging market intelligence, industry knowledge and cross-functional collaboration. Competitive advantage is created through supplier selection and management, contract negotiation, supply chain optimization and risk mitigation.
Portfolio Management provides supplier relationship management, end to end supply chain support, and cross-functional operational improvements. Leverage fact-based data and analytics to negotiate contracts for good and services that meet or exceed fiscal expectations. Manages and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations
**_Job Summary_**
The Manager, Portfolio Management has full profit-and-loss responsibility for a product category within AtHome Solutions and drives increased revenue, profitability, market share, and brand awareness. Reporting to a Director, Portfolio Management, this job negotiates favorable agreements with vendors, executes product promotions, and tracks product changes.
**_Responsibilities:_**
+ Intimate knowledge of the CPAP and/or Respiratory Category Market
+ Leverages market and competitive intelligence to develop strategic category plans and deliver on financial objectives for the product category. Applies expert knowledge of the category to support commercial team and other areas of the business.
+ Fosters key supplier relationships and negotiates favorable agreements within the product category, applying strong financial and business acumen. Typically interacts with suppliers on an annual basis and continually evaluates supplier performance both financially and operationally.
+ Collaborates with cross functional stakeholders including Pricing, Marketing, Legal, Quality, Regulatory, Planning, Inventory Management, Finance, Sales and Operations to gain internal alignment and gather information necessary to execute category strategy.
+ Continually monitors revenue and expenses for product category against established goals and reports to Director, Portfolio Management on performance of product category and individual products.
+ Manages and optimizes category assortment planning, creating the most advantageous mix and positioning of products in the category.
+ With strong financial acumen, assesses sales trends and forecasts based on SKU data and evaluates implications for merchandising and pricing strategies.
+ Attends trade shows, conferences, and other industry events to stay abreast of market developments, liaise with suppliers, and assess new merchandising and supplier opportunities.
+ Provides guidance to less-experienced Advisor, Portfolio Management within products division based on category management experience.
**_Qualifications:_**
+ 8-12 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ Ability to analyze numbers and data
+ Microsoft Office knowledge
+ Previous category, product or sourcing management experience preferred
+ Exceptional communication and collaboration skills
+ Must be willing to travel up to 25%
**_What is expected of you and others at this level:_**
+ Manages department operations and supervises professional employees, front line supervisors and/or business support staff
+ Participates in the development of policies and procedures to achieve specific goals
+ Ensures employees operate within guidelines
+ Decisions have a short term impact on work processes, outcomes and customers
+ Interacts with subordinates, peers, customers, and suppliers at various management levels; may interact with senior management
+ Interactions normally involve resolution of issues related to operations and/or projects
+ Gains consensus from various parties involved
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
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Portfolio Manager - BBLC
Posted 16 days ago
Job Viewed
Job Description
**How** **you'll** **spend your time: **
+ You will analyze business and personal financial statements and work with the Business Banking Loan Center underwriting team to perform financial spreading of those statements.
+ You will present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Underwriter.
+ You will monitor portfolio continuously by tracking loan exceptions, BBC, covenants, pasdues and other portfolio management activities.
+ You will recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken.
+ You will provide specialized risk guidance and advice on existing portfolio of watch list credits across a multi-state geographical footprint.
+ You will secure financial information and test covenants requirements.
+ You will provide timely client follow up and ensure that loan servicing actions, such as past due payment collections, demand letters, law suits, and liquidations are properly administered. You may perform site visits if needed.
+ You will address complaints successfully, resolve documentation exceptions and covenant requirement violations.
+ Other duties as assigned.
**We're** **excited to talk with you if:**
+ You possess a Bachelor's Degree in Business, Accounting, Finance or related area with at least 6 hours of accounting AND 1+ year in Business Loan experience (up to $MM) AND 1+ year credit analysis experience.
+ OR, you have any combination of education and experience that would provide an equivalent background.
+ You demonstrate credit decision making skills and ability.
+ You demonstrate financial analytical skills with ability to solve complex problems by interpreting data and results.
+ You demonstrate excellent writing skills to create credit memos.
+ You demonstrate excellent verbal and interpersonal skills to communicate with sales force and credit managers.
+ You demonstrateability to work independently.
+ You demonstrateproficiencyof Excel, and Word to create tables and worksheets for credit memos.
**Bonus points if:**
+ You have previous Business Loancollections experience.
+ You have 2 years' Business Loan credit underwriting.
+ You have knowledge of Capital Stream, FIS/BIS.
+ You have an aptitude to think strategically and envision future state of the portfolio.
APPLICATION DEADLINE: NOVEMBER 15, 2025
**Compensation Range:**
56,890.00 - 109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
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Senior Portfolio Manager, Hip (Remote)
Posted 9 days ago
Job Viewed
Job Description
**This position is remote, with travel expected to Mahwah, New Jersey, and other key meetings or events throughout the year to support collaboration and business objectives.**
**WHAT YOU WILL DO:**
+ Design, execute, and analyze quantitative and qualitative research to inform product roadmap decisions
+ Anticipate the needs of customers and patients and create a superior value proposition
+ Obtain insights by leveraging key opinion leaders, internal and external customers
+ Utilize market research and third-party data to identify key industry trends
+ Build financial business case model to support new product development funding and product return on investment
+ Responsible for delivering the business objective, marketing objective and leading the discovery process for the pre-commercialization plan
+ Collaborate cross-departmentally to contribute to the new product development (NPDP) process
+ Understand how to target customers based on total market potential and opportunity
+ Leverage core competencies and the strategic assets of the organization to maximize new product development and launch planning
+ Execute a product lifecycle management (PLCM) plan as it relates to the overall business and launch strategy
+ Understand potential sources of new volume within current customer segment or outside of the current segment and the financial tradeoffs for pursuing each
+ Understand and predict sales trends in the market
+ Research key factors, measurements and variables used in forecasting
+ Define performance criteria used for evaluating business trends and activities
**WHAT YOU NEED:**
**Required:**
+ Bachelor's degree required
+ 6 years of work experience required
**Preferred:**
+ 3 years' experience in product management, marketing, or portfolio strategy in the medical device or healthcare industry
+ 3+ years' experience in R&D supporting product development processes in the medical device or healthcare industry.
+ MBA degree
**$100,500** **- $215,300** salary plus bonus eligible + generally eligible for short-term and long-term financial incentives + benefits. Individual pay is based on skills, experience, and other relevant factors.
This role will be posted for a minimum of 3 days.
Health benefits include: Medical and prescription drug insurance, dental insurance, vision insurance, critical illness insurance, accident insurance, hospital indemnity insurance, personalized healthcare support, wellbeing program and tobacco cessation program. Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance. Stryker offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually. Depending on customer requirements employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required to obtain various vaccinations as an essential function of their role.
Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer - M/F/Veteran/Disability.
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Senior Real Estate Portfolio Manager
Posted 4 days ago
Job Viewed
Job Description
Key Responsibilities:
- Managing and optimizing a portfolio of commercial and/or residential real estate assets.
- Conducting in-depth financial analysis, including property valuation, cash flow modeling, and return on investment (ROI) calculations.
- Identifying and evaluating potential acquisition and disposition opportunities.
- Developing and implementing strategic asset management plans to maximize property value and rental income.
- Overseeing property operations, leasing activities, and tenant relations.
- Monitoring market trends, economic indicators, and competitive landscapes to inform investment strategies.
- Preparing comprehensive portfolio performance reports and presentations for senior management and investors.
- Managing relationships with brokers, lenders, property managers, and other third-party service providers.
- Ensuring compliance with all legal, regulatory, and ethical standards.
- Developing and managing annual operating budgets for portfolio assets.
The ideal candidate will hold a Bachelor's degree in Finance, Economics, Real Estate, Business Administration, or a related field. An MBA or advanced degree in Real Estate is highly preferred. A minimum of 7 years of progressive experience in real estate asset management, investment analysis, or portfolio management is required. Proven track record of successfully managing significant real estate portfolios and achieving investment targets is essential. Strong financial modeling, analytical, and valuation skills are critical. Excellent understanding of real estate markets, property law, and capital markets is necessary. Outstanding communication, negotiation, and leadership skills are vital for this role. Experience with real estate investment software and CRM systems is a plus. Join our high-performing remote team and drive significant value in our real estate investments.
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Senior Real Estate Portfolio Manager
Posted 25 days ago
Job Viewed
Job Description
Responsibilities:
- Manage and optimize a diverse portfolio of commercial and/or residential real estate assets.
- Conduct market research and feasibility studies for potential acquisitions and developments.
- Perform financial analysis, including cash flow modeling, ROI calculations, and risk assessment.
- Develop and implement asset management strategies to maximize property value and income.
- Oversee property operations, including leasing, tenant relations, and property maintenance.
- Negotiate lease agreements, purchase agreements, and service contracts.
- Prepare regular reports on portfolio performance, market conditions, and investment recommendations.
- Identify and execute on opportunities for property disposition or repositioning.
- Ensure compliance with all relevant real estate laws, regulations, and reporting requirements.
- Collaborate effectively with internal teams, external partners, and stakeholders in a remote setting.
Qualifications:
- Bachelor's degree in Finance, Real Estate, Business Administration, or a related field. Master's degree or MBA preferred.
- Minimum of 8 years of experience in real estate asset management, investment, or development.
- Proven expertise in financial modeling, valuation techniques, and real estate market analysis.
- Strong negotiation and contract management skills.
- Deep understanding of real estate investment principles and property management.
- Excellent analytical, strategic thinking, and problem-solving abilities.
- Proficiency in real estate software and databases.
- Exceptional communication and interpersonal skills for remote collaboration.
- Ability to work independently and manage a significant workload with minimal supervision.
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Commercial Portfolio Manager II-Food, Beverage & Agribusiness
Posted 21 days ago
Job Viewed
Job Description
**SUMMARY**
This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following:
**Duties & Responsibilities**
+ Partner with loan officers to effectively administer the management of assigned commercial banking relationships.
+ Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request.
+ Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.
+ Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.
+ Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times.
+ File all required reports and resolve all related issues in a timely and efficient manner.
+ Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required
+ Other duties as assigned.
**Knowledge & Skills**
MINIMUM:
+ Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors.
+ Demonstrates excellent communication skills (verbal & written)
+ Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
+ Demonstrates strong level of understanding of credit underwriting
+ Demonstrates strong knowledge of bank products, services, and bank operations
+ Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
+ Demonstrates strong analytical skills
+ Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
+ Demonstrates strong proficiency in Word, Excel, PowerPoint
+ Demonstrates knowledge of commercial lending software
PREFERRED:
+ Ability to prospect and network at various levels within a company
**Requirements**
MINIMUM:
+ Bachelor's degree in business, Accounting, Finance or related fields
+ 5 years commercial banking experience including credit underwriting
+ Current valid driver's license
PREFERRED:
+ 8 years commercial banking experience including credit underwriting
**Compensation Range:**
$69,920.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
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Portfolio Investment Manager, US
Posted 9 days ago
Job Viewed
Job Description
We are **Lightsource bp** , and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development.
For over a decade, we've been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions. Our large-scale solar and energy storage projects help deliver affordable, reliable power while supporting global decarbonisation.
Fully acquired by bp in 2024, Lightsource bp operates under a capital-light model, partnering extensively with third-party debt, structured financing, tax equity, and common equity to bring projects to life.
Our people and projects are at the heart of what we do-and now, we're looking for _your_ expertise to help us grow our US portfolio.
**About the Investment Management Team**
Our **Investment Management (IM) Team** acts as the primary liaison with capital providers once financing transactions close, overseeing the relationship from daily reporting to commercial interaction until exit.
We coordinate across LSbp teams-Structured Finance, Asset Management, Finance, Power Marketing, Legal, and more-to ensure projects deliver strong operational and financial performance.
The team is organized into three verticals:
+ **Portfolio Management**
+ **Valuation & Financial Modelling**
+ **Insurance**
You'll join our **Portfolio Management Team** , currently based in Europe and Sydney, but with growing presence in the US to support our expanding portfolio.
**The Role**
As a **US Portfolio Investment Manager / Senior Portfolio Investment Manager** , you will be the "eyes and ears" of the IM Team for the portfolios you manage, acting as the day-to-day contact for capital providers (debt institutions and equity partners).
You'll work closely with a US-based Commercial Investment Director and Valuation team, ensuring covenant compliance, accurate debt servicing, optimized cash distributions, and proactive portfolio performance tracking.
**Key responsibilities include:**
+ Managing relationships with capital providers, ensuring timely covenant reporting and responses to waiver/approval requests
+ Overseeing debt service payments, letters of credit, and ancillary facilities
+ Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models
+ Identifying areas for commercial and financial optimisation
+ Collaborating with LSbp teams on legal documentation, M&A activities, and refinancing initiatives
+ Contributing to cross-portfolio initiatives and sharing best practices globally
**Who We're Looking For**
**Essential qualifications & experience:**
+ **Minimum 4 years** of experience in project finance documentation, reporting, or covenant management
+ Engagement with capital providers in a portfolio management capacity (financial institution or sponsor)
+ Strong financial and accounting skills, with ability to interpret P&L, cash flow, and balance sheets
+ Experience working in complex, matrix-style, multinational environments
+ Bachelor's degree in **Engineering** , **Business** , **Finance** , or a related field
**Preferred experience:**
+ Financial modelling skills in project-related or investment environments
+ Direct involvement with budgets, forecasts, and operational asset portfolios
+ Collaboration with legal teams on commercial documentation
**Personal qualities:**
+ Analytical and detail-oriented, with strong planning and organisational skills
+ Excellent written and verbal communication skills
+ Self-motivated, collaborative, and able to manage diverse stakeholder relationships
**We Offer**
+ **Competitive compensation:** $140,000 to $60,000 annually plus a 20% annual bonus
+ Health, dental, prescription, and vision care for US team members starting **your first day of employment** with **zero premiums** for employee-only coverage
+ Retention bonuses
+ Four weeks of vacation and three weeks of sick leave annually **plus 11 paid holidays**
+ 401(k) plan, with a **3% nonelective employer contribution**
+ Hybrid working environment ( **Tuesday-Thursday in office, Monday & Friday remote** )
+ Monthly personal phone bill reimbursement of up to 100 and a monthly commuter benefit of up to 150
+ Lifestyle Savings Account and more!
**Why You'll Want to Work With Us**
Our company is a place where you can be yourself and grow-a place where your ideas and opinions matter.
**Be you:** We pride ourselves on being an inclusive community, where every individual is valued and treated with respect.
**Be responsible:** Our culture is driven by our core values-from operating safely to ensuring our solar projects are responsible and promote biodiversity.
**Be recognized:** Alongside competitive pay, we offer annual bonus opportunities, retention incentives, health insurance, retirement contributions, and other local benefits.
**Be inspired:** Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems, and biodiversity worldwide.
**Our core values:** Safety, Integrity, Respect, Sustainability, and Drive guide everything we do, shaping meaningful low‑carbon energy projects that create a sustainable future.
We are an equal opportunity employer and value diversity at our company.
We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status, or disability status.Individuals with disabilities may request reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in interviews, etc.). To request an accommodation, please contact us during the recruitment process.
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Senior Financial Analyst, Investment Strategy
Posted 12 days ago
Job Viewed
Job Description
Responsibilities:
- Conduct in-depth financial analysis, including valuation, forecasting, and modeling for various investment opportunities.
- Develop and refine investment strategies, considering market trends, economic conditions, and risk factors.
- Prepare detailed financial reports, investment memorandums, and presentations for senior management and investment committees.
- Monitor portfolio performance, identify variances, and recommend corrective actions.
- Conduct research on macroeconomic trends, industry developments, and competitive landscapes.
- Collaborate with portfolio managers and research teams to support investment decision-making.
- Assist in the preparation of budgets and financial forecasts for investment portfolios.
- Ensure compliance with all relevant financial regulations and internal policies.
- Evaluate potential acquisitions, partnerships, and other strategic financial initiatives.
- Develop and maintain financial models to assess the impact of various investment scenarios.
- Stay current with best practices in financial analysis and investment management.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; MBA or CFA designation preferred.
- Minimum of 5 years of experience in financial analysis, investment banking, asset management, or a related financial role.
- Strong understanding of financial markets, investment instruments, and portfolio management principles.
- Proficiency in financial modeling, valuation techniques, and data analysis tools.
- Excellent analytical and problem-solving skills with meticulous attention to detail.
- Ability to work effectively independently and as part of a collaborative team in an on-site environment.
- Strong written and verbal communication skills, with the ability to present complex financial information clearly.
- Experience with financial databases and software (e.g., Bloomberg, Refinitiv Eikon) is a plus.
- Knowledge of regulatory requirements within the financial industry is beneficial.
- Demonstrated ability to manage multiple projects and meet tight deadlines.
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Senior Manager, Portfolio Execution
Posted 16 days ago
Job Viewed
Job Description
**To start as soon as possible, full time, permanent**
**Functional area:** Project Development
**Remuneration:** Exempt
The **Senior Manager, Portfolio Execution** is responsible for all commercial activities related to build transfer contracting of utility scale renewable assets. This role will work alongside other members of the Portfolio Execution team to identify, respond and negotiate build transfer contracts. Additionally, this role will be responsible for deeply understanding the market and developing customer relationships to enable RWE to be well positioned to support our customers.
**Role Responsibilities:**
+ Lead the outreach, response, engagement and contracting with potential Offtakers around specific projects
+ Provide financial optimization and leadership in driving projects to successful leadership and financial approval
+ Manage multiple projects and engage with internal teams including technical, financial, legal, etc **.**
+ Develop and deliver of leadership presentations (including to Executive Leadership Team), seeking approval for major investments
+ Identify business priorities, project strategy, commercial opportunities and overall risks to help guide projects appropriately through the development process
+ Identify key drivers for project economics
+ Coordinate with multidisciplinary internal and external teams to develop and assess risks to project pipeline
**Job Requirements and Experiences:**
+ Bachelor's degree required with MBA preferred
+ Minimum 7 years of experience in renewables, energy efficiency, clean-tech, utilities sector and/or related fields
+ Strong renewable market knowledge growth including offtake opportunities, offtake contact requirements, market comps, supplier engagement, etc **.**
+ Strong creativity and problem solving skills
+ Proven analytical skills and presentation skills
+ Strong interpersonal skills, with ability to manage customer relationships
+ Demonstrated desire to learn about the Company and the renewables space
+ Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams
+ Strong leadership and communication, and ability to meet deadlines
+ Strong organization skills and ability to coordinate multiple tasks and deliverables
+ Ability to multi-task, while working independently and as part of a team
+ Motivated self-starter, goal-oriented, and strong problem-solving abilities
+ Proven performance with strategy, market development and/or business development with a focus on large project development in the renewables / energy market
+ Ability to assess renewable project financials
+ Strong, proven commercial acumen and ability to apply it across the development lifecycle
+ Utility market project development experience including complex financial offers
+ Ability to oversee complex projects with customer facing elements
+ Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds
+ Responds well to direction, is easy to challenge and develop, and is coachable
+ Detail-oriented, has strong business acumen, and a sound understanding of business concepts
+ This position is an office-based role with some travel and visits to other RWECE office and field locations
+ Must be able to sit, walk, or stand for long durations of time
_Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time._
**Pay range:** The annual base salary range for this position in California or Illinois is $145,000 - $218,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer.
**Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary.
**Apply with just a few clicks:** ad code **90949** . **Any questions?** Contact HR: ** **
We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG).
As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar.
Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together.
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Senior Supply Chain Program Manager - Portfolio Planning
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Job Description
Microsoft Cloud Planning (MCP) is the central planning function within CSCP focused on forecasting, demand planning, and supply planning for all Microsoft Cloud services and associated hardware, directly impacting the success of Microsoft's cloud business.
We are looking for a Senior Supply Chain Program Manager - Portfolio Planning to join our team.
Microsoft's mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.
**Responsibilities**
+ In this role, you will be leading the Portfolio planning function as part of the monthly Cloud Capacity & HW planning process
+ Lead lifecycle planning across product stages: NPI through EOL & Decom.
+ Enable MSFTs technology roadmap while supporting customer demand and minimizing excess inventory.
+ Partner with supply chain, engineering and finance teams to identify portfolio risks and opportunities and drive cross-functional alignment.
+ Develop andmaintaindashboards and scorecards to track NPI, EOL & Decom timelines, risks, and planning milestones.
+ Drive the strategy,content& messagingfor a monthly cross-functional Portfolio review forum to drive actions and executive decision making.
+ Provide thought leadership on the Portfolio planning process with multiple stakeholders.
**Qualifications**
**Required qualifications:**
+ Bachelor's Degree in Supply Chain, Engineering, Data Analytics, Business Operations, Finance, or related field AND 6+ years experience in data science/analytics, engineering, industrial engineering, supply chain, operations, or project management with a supply chain or operations field
+ OR equivalent experience.
+ 5+ years of experience in root cause analysis / problem solving and implementing corrective actions in a matrix environment
**Other Requirements:**
Ability to meet Microsoft, customer and/or government security screening requirements are required for this role. These requirements include, but are not limited to, the following specialized security screenings:
Microsoft Cloud Background Check: This position will be required to pass the Microsoft Cloud background check upon hire/transfer and every two years thereafter.
**Preferred qualifications:**
+ 7+ years in management consulting and/or program management in IT hardware supply chain supporting of hardware or software.
+ MBA or MS in Computer or Electrical or Industrial Engineering preferred
+ Experience in leading large-scale programs, and a track record of successfully setting up and executing supply chain operational processes.
+ Experience in working with global and cross-functional internal and external teams in a fast-paced environment.
+ Cloud / high tech supply chain experience preferred
Integrated Business Planning IC4 - The typical base pay range for this role across the U.S. is USD $96,500 - $88,400 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD 123,500 - 206,400 per year.
Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here:US corporate pay information | Microsoft Careers ( will accept applications for the role until Nov 17th, 2025.
#CSCP #CSCPJobs
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .
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