{"@context":"https://schema.org","@type":"ItemList","name":"Apply for Associate Jobs - Find the Latest Associate Positions","description":"Explore a wide range of Associate job openings on leading job boards. Apply for Associate roles in various departments and industries. Start your career as an Associate today!","itemListElement":[{"@type":"ListItem","position":1,"item":{"@type":"JobPosting","title":"Associate, Portfolio Management, Credit","datePosted":"2025-08-19","description":"

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Role summary:

We are currently seeking a candidate for the position of Associate within our European Direct Lending Group focusing on Portfolio Management.
Strong analytical and interpersonal skills as well as the ability to work well with limited supervision are of critical importance.
This position presents candidates with a unique opportunity to join a growing group that offers significant exposure to all phases of the Direct Lending process.
The Associate will provide support for monitoring European corporate debt and equity investments, including quarterly valuation and reporting, as well as support Ares ongoing fund raising and investor relationship effort.

Primary responsibilities:

The Associate will provide support for the monitoring of Ares Direct Lending Group European corporate debt and equity investments, including general portfolio management, quarterly valuation and reporting, supporting the potential restructuring of investments with senior investment professionals, as well as supporting ongoing fund raising and existing investor relationship efforts.

Key responsibilities include:

Core responsibility for monitoring corporate debt and equity investments
Providing assistance to deal teams with assigned investments and general portfolio managementincluding quarterly valuation and reporting,
Supporting potential restructuring with detailed Excel financial models including cash flow analysis,and related capital structure re-structuring analysis,
Communicating with portfolio company management
Utilizing firm’s proprietary software tools for company tracking,
Performing and helping manage mark-to-market quarter end valuations and process,
Analyzing portfolio trends and market leverage and price development.

Another key responsibility is supporting Ares ongoing fund raising and existing investor relationship effort.

Maintaining and developing Ares investment track record
Assisting in investors presentations and queries ,
Performing detailed financial and market research and analysis that forms the basis for decisions onnew debt and/or equity investments of the firm,
Additional duties include providing direct support as deemed necessary by senior management.

Experience required:

6 - 9 years of relevant investment banking / fund / advisor experience

General Requirements:

Self-motivated and driven; ability to work effectively in a collegial, fast moving, demanding, anddynamic environment
Attention to details
Creative problem solver
Good team player
Impeccable integrity and trustworthiness
Advanced MS Excel modelling skills
Advanced MS PowerPoint skills

Reporting Relationships

Partner, Credit

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

","hiringOrganization":{"@type":"Organization","name":"Ares Management Corporation","sameAs":"https://www.aresmgmt.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mumbai, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":2,"item":{"@type":"JobPosting","title":"Senior Associate, Credit Portfolio Management","datePosted":"2025-08-18","description":"

Active Portfolio Management opportunity within Capital Structuring
Utilise your strong analytical skills and be part of an innovative environment
Great exposure and career development
Sydney CBD based role

See yourself in our team:

CBA’s Institutional Banking and Markets (IB&M) is responsible for managing the Group’s relationships with major corporate and government clients and institutional investors, and provides a full range of capital raising, transactional and risk management products and services. The division also performs an important internal role for the Group by providing equities, markets, lending and transaction banking execution capabilities to other CBA business units that allows them to capture opportunities with business customers.

Credit Portfolio Management (CPM) and is responsible for optimisation and active management of IB&M’s balance sheet and capital as well as supporting the pricing and origination of non-retail lending across the Group.

Do the work that matters:

The Senior Associate role supports the active portfolio management of the IB&M portfolio from both a risk and return on capital perspective. This will include identifying, analysing and executing transactions to distribute risk from the CBA portfolio to other banks and investors as well as to add risk via secondary loan markets where there is an appropriate return on capital.

Potential transactions will include secondary loan sales and purchases, risk participations, credit insurance and CDS hedges as well as structured transactions.

This role will have to the opportunity to be involved in;

Financial modelling of potential transactions
Analysing, interpreting and structuring of transactions to ensure optimal outcomes for both the bank and our clients
Understanding prudential, policy and risk appetite to ensure that transactions are compliant
Executing transactions end to end from inception to financial close as well as in-life management of those transactions until end of life.
Developing strong relationships with a wide internal stakeholder network across Coverage, Capital Structuring and key support functions such as Risk, Tax, Finance and Legal
Developing relationships with external counterparties that we may distribute risk to including insurers, brokers, peers at banks (CPM and loan trading desks) and investors / funds.
Working in both structured and unstructured situations to resolve complex issues and meet customer needs

We’re interested in hearing from people who have:

Tertiary qualifications (Commerce / Economics / Finance preferred but not essential)
An inquisitive mindset and ability to pick things up quickly
An open approach to working on a variety of transactions that could be unstructured
Prior experience in Coverage, Loan Product, Credit Risk or Credit Portfolio Management roles
Intermediate to advanced Excel skills
Good analytical skills with a strong attention to detail
Effective communication skills with the ability to engage with a wide range of stakeholders
On the job knowledge of institutional lending, risk management, capital management and/or derivative products

What we offer

This permanent opportunity will give you exposure to wide variety of active portfolio management and complex transactions and will interact with a wide range of stakeholders at all levels of the business. You’ll be part of a team that is focused, flexible, hardworking and passionate about our shared vision to create the very best experience for our customers.

As the successful applicant you'll open the door of potential opportunities within Institutional Banking and Markets and be offered a competitive salary, stimulating work and a flexible working environment.

If you think this role is the right fit for you, we invite you to apply. Let’s have a serious but informal chat about who you are and what drives you. We’d love to share our vision for the future of banking.

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 01/09/2025","hiringOrganization":{"@type":"Organization","name":"Commonwealth Bank","sameAs":"https://www.commbank.com.au/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, NSW - CBP North, 1 Harbour Street, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":3,"item":{"@type":"JobPosting","title":"Associate Portfolio Management","datePosted":"2025-08-01","description":"

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose
\n
\nThe position is a portfolio management role, delivering the firm's asset allocation views in a client tailored way to a large and varied group of clients. Working within the Scottish Portfolio Management team to deliver an excellent level of service to the region's Investment Managers and the clients of the firm.

Qualifications

Key Responsibilities

The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction
To input into the Bristol Portfolio Management team’s investment process and investment selection for target portfolios
To work in partnership with the Investment Managers within the office to increase their confidence in the team and as a result increase the funds under management of the team

Skills, Experience & Qualifications

A confident, professional and pragmatic approach to all duties Required
Excellent written, verbal and interpersonal skills Required
IT Literate Required
Ability to work within a team Required
Positive/flexible attitude and a willingness to learn Required
Initiative - use judgement and reasoning in order to propose solutions to problems Required
A quick thinker who can adapt to changing work demands Required
Attention to detail Required

Professional Qualifications and Education

CISI Level 4 qualification and completed or working towards a level 7 qualification
Experience and knowledge of investments and the management of client portfolios

","hiringOrganization":{"@type":"Organization","name":"Evelyn Partners","sameAs":"https://www.evelyn.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bristol, Bristol, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":4,"item":{"@type":"JobPosting","title":"Associate Portfolio Management","datePosted":"2025-08-07","description":"

Company Description

Job Description

Job Purpose
\n
\nThe position is a portfolio management role, delivering the firm's asset allocation views in a client tailored way to a large and varied group of clients. Working within the Portfolio Management team to deliver an excellent level of service to the offices Investment Managers and the clients of the firm.

Qualifications

Key Responsibilities

The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction
To input into the Bristol Portfolio Management team’s investment process and investment selection for target portfolios
To work in partnership with the Investment Managers within the office to increase their confidence in the team and as a result increase the funds under management of the team

Skills, Experience & Qualifications

A confident, professional and pragmatic approach to all duties Required
Excellent written, verbal and interpersonal skills Required
IT Literate Required
Ability to work within a team Required
Positive/flexible attitude and a willingness to learn Required
Initiative - use judgement and reasoning in order to propose solutions to problems Required
A quick thinker who can adapt to changing work demands Required
Attention to detail Required

Professional Qualifications and Education

CISI Level 4 qualification and completed or working towards a level 7 qualification
Experience and knowledge of investments and the management of client portfolios

","hiringOrganization":{"@type":"Organization","name":"Evelyn Partners","sameAs":"https://www.evelyn.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bristol, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":5,"item":{"@type":"JobPosting","title":"Associate Portfolio Management","datePosted":"2025-08-04","description":"

Company Description

Job Description

Job Purpose
\n
\nThe position is a portfolio management role, delivering the firm's asset allocation views in a client tailored way to a large and varied group of clients. Working within the Portfolio Management team to deliver an excellent level of service to the offices Investment Managers and the clients of the firm.

Qualifications

Key Responsibilities

The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction
To input into the Bristol Portfolio Management team’s investment process and investment selection for target portfolios
To work in partnership with the Investment Managers within the office to increase their confidence in the team and as a result increase the funds under management of the team

Skills, Experience & Qualifications

A confident, professional and pragmatic approach to all duties Required
Excellent written, verbal and interpersonal skills Required
IT Literate Required
Ability to work within a team Required
Positive/flexible attitude and a willingness to learn Required
Initiative - use judgement and reasoning in order to propose solutions to problems Required
A quick thinker who can adapt to changing work demands Required
Attention to detail Required

Professional Qualifications and Education

CISI Level 4 qualification and completed or working towards a level 7 qualification
Experience and knowledge of investments and the management of client portfolios

","hiringOrganization":{"@type":"Organization","name":"Evelyn Partners","sameAs":"https://www.evelyn.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bristol, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Associate, Portfolio Management","datePosted":"2025-08-11","description":"

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role

We are seeking a highly motivated and detail-oriented Finance Associate to join the Portfolio Management team on a permanent contract. This role will support the day-to-day management of the portfolios, including segregated mandates and pooled funds, with a focus on private equity and real asset strategies. The successful candidate will work closely with portfolio managers and deal teams to ensure portfolios remain aligned with investment objectives, liquidity needs, and operational requirements.

Key Responsibilities:

Portfolio Monitoring & Support

Assist with the preparation of materials for portfolio IC meetings.
Assist with portfolio monitoring, review investment NAVs and performance metrics.
Oversight of Funds’ NAVs.

Strategic Oversight & Product Management

Oversight and management of various M&G Alternatives legal entities, approximately 30 legal entities (Funds, GP and Carry Vehicles)
Oversight of Service Providers (Administrator, Fund Accountants, Depositary, Auditors)
Ensuring compliance with tax and regulatory frameworks, working closely with M&G Tax and Compliance teams.
Working with internal M&G teams and assisting with their reporting requirements.
Review the current processes, procedures and systems. Recommend improvements then document and implement them across the team.

Client Reporting & Fund Launch Support

Support the onboarding and operational setup of new fund launches, including data and reporting infrastructure.
Assist with new client onboarding.
Contribute to the preparation of client reports, board materials, and investment committee packs.
Review and update as required for the monthly and quarterly performance reports.
Manage client queries.

Other

Assist with deal closing process.
Manage invoicing and M&G Recharges Process.
Assist with RFPs and Marketing Materials

Key Skills, Knowledge & Experience

Essential

Experience in investment operations, investment finance, or fund management support.
Strong Excel skills.
Excellent attention to detail and able to work independently.
Confident, with the ability to deal with multiple internal clients and external clients.
Highly organized, adherence to internal deadlines and appropriate escalation any issues.
Interest in private markets.

Desirable

Exposure to private equity, real assets, or semi-liquid fund structures.

Recruiter: Hannah Curtis

Work Level: Colleague

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they 'opt in' to the scheme when applying.

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com

","hiringOrganization":{"@type":"Organization","name":"M&G plc","sameAs":"https://global.mandg.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Fenchurch Avenue, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":7,"item":{"@type":"JobPosting","title":"Associate, Portfolio Management","datePosted":"2025-08-15","description":"

About this role

Company: BlackRock Financial Management, Inc.

Job Title: Associate, Portfolio Management

Location: 50 Hudson Yards, New York, NY 10001

Job Duties: Provide centralized investment support functions to portfolio management teams, including Trade Implementation, Cash Management, Compliance Monitoring, and other similar functions. Oversee portfolio construction, risk budgeting and consistency across BlackRock’s Emerging Markets Alpha Strategy. Responsible for modeling and analyzing economic variables, including interest rates, growth rates, and inflation to determine the relationship to asset prices across Fixed Income, Derivatives and FX. Utilize statistical concepts and programming to create algorithmic solutions to portfolio construction while maximizing portfolio guidelines. Contribute to full life cycle of the investment process including idea generation, trade implementation, risk management and attribution. Study economic and statistical data with a focus on emerging markets fixed income, which will help to inform portfolio managers. Conduct research on economic issues and compile findings through technical reports and financial analysis for weekly meetings with lead Portfolio Managers on emerging Markets team. Compile, analyze, and report data to explain economic phenomena and forecast market trends, applying mathematical models and statistical techniques to study economies in emerging market countries. Study the socioeconomic impacts of new public policies, such as proposed legislation, taxes, services, and regulations as they may affect specific emerging market countries. Formulate recommendations, policies, or plans to interpret markets working to build models or better ways of understanding markets, aiding Project Managers. Develop economic guidelines and perspectives to prepare points of view used in forecasting trends to help portfolio managers understand what markets and economic policies.

Qualifications: Bachelor’s degree in Financial Economics, Economics, Statistics, Finance, or a related field or two (2) years of experience in the job offered or in a related occupation. Requires two (2) years of experience involving the following: Utilizing Excel and Bloomberg to gather, analyze and construct financial models; Coding using programming languages, including VBA, R, and Python, and handling large datasets to create automated and algorithmic portfolio construction solutions; Utilizing centralized investment support functions to assist Portfolio Management Teams; Contributing to full lifecycle of the investment process, including idea generation, trade implementation, risk management and attribution; Performing financial modeling and evaluation utilizing quantitative analysis; and Assessing drivers of the market and relationship between different asset classes.

To apply, please click “Apply” on this webpage.

\nFor New York, NY Only the salary range for this position is USD$160,000.00 - USD$170,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.\n

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.","hiringOrganization":{"@type":"Organization","name":"BlackRock","sameAs":"https://www.blackrock.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"NY7 - 50 Hudson Yards, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":8,"item":{"@type":"JobPosting","title":"Associate Portfolio Management Analyst","datePosted":"2025-07-15","description":"

Requisition ID # 166306

Job Category: Accounting / Finance

Job Level: Individual Contributor

Business Unit: Engineering, Planning & Strategy

Work Type: Hybrid

Job Location: Oakland

Department Overview

The Energy Policy and Procurement (EPP) organization procures energy-related products and leads PG&E's policy activities for energy proceedings, actively participating in regulatory and legislative proceedings that shape the design and implementation of state, regional, and federal energy regulations, and policy. In addition, EPP is responsible for long-term planning, risk management, and compliance functions related to PG&E's energy portfolio.

All employees are responsible for performing their jobs in accordance with PG&E's vision and values and for conducting sales/procurement in accordance with PG&E's Risk Management Policy.

Position Summary

The Associate Analyst position performs portfolio analysis to support leading PG&E's commercial activities involving RA, Energy, CRR, GHG, and LCFS procurement and support various compliance reporting obligations to the CPUC, CEC, CARB, and CAISO. The position collaborates with internal and external partners to perform detailed analyses on one or more relevant compliance or procurement topics. Participate in commercial activities to ensure sales/procurement meets various regulatory requirements at reasonable costs. The position will fulfill other duties as appropriate to any portion of the overall department.

This position is hybrid, working from your remote office and your assigned work location based on business need. The preferred work location is Oakland, CA.

PG&E is providing the salary range that the company in good faith believes it might pay for this position at the time of the job posting. This compensation range is specific to the locality of the job. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity. Although we estimate the successful candidate hired into this role will be placed between the entry point and the middle of the range, the decision will be made on a case-by-case basis related to these factors. This job is also eligible to participate in PG&E's discretionary incentive compensation programs.

The hourly rate for this position ranges from $38.46 to $57.69.

Job Responsibilities

Ability to participate and contribute to complex tasks such as development of forward electric position, development of procurement plans, or the evaluation of alternatives for mitigating PG&E’s risk exposure at the wholesale energy portfolio level
Contribute to critical compliance reporting efforts, including compliance filings for Resource Adequacy and Greenhouse Gas Emissions
Perform review and contribute to development of Power Purchase Agreements and Commission advice letter drafting
Participate in negotiation and execution the necessary agreements and documents associated with a transaction or trade
Support strategy development and execution in commercial activities
Drives continuous improvement processes
Invest in PG&E management and regulatory approval process for specific transactions.
Researches and communicates regulatory or policy issues.

Qualifications

Minimum:

Bachelor’s Degree with coursework in a business-related field, mathematics, engineering, or equivalent field of study.

Desired:

Master’s Degree
Knowledge of wholesale energy markets, power/gas products (e.g., RA, Energy, GHG, CRR, LCFS), energy procurement contracts, energy trading, and regulations
Familiarity with supply and demand side electricity markets including nuclear, hydro, fossil, solar, wind, energy storage, QF/CHP, biomass, GHG emissions and offsets, energy efficiency, demand response, and/or distributed generation
Experience with any/all the following activities:◦Perform cost, benefit, and risk analysis at the individual and the portfolio asset levels\n
- Analyzing natural gas or electricity prices;
- Developing analytics for optimizing operations in natural gas or electricity businesses;
- Researching and applying quantitative techniques in dealing with issues in natural gas or electricity businesses;
- ISO/RTO/Balancing authority market issues;
- Understanding of supply stack and loading order;
- Electric Utility operations;
- Market and credit risk management;
- Utility revenue requirement and rate-making processes; or
- Physical, financial and real options and derivatives
\n
Ability to participate in bilateral negotiations with resources with potential value to PG&E’s customers
Ability to prioritize, perform, and articulate findings in written and verbal form to internal and external audiences
Interpret and explain the analytical results to technical and non-technical audiences using data visualization and effective communication techniques
Demonstrate subject matter expertise regarding the anticipation and resolution of complex issues involving senior management, cross-department interactions, and limited information
Self-directed, team player, with ability to drive to high quality results consistently and on a timely basis
Actively seek out ways to improve processes, systems, and/or procedures to help reduce errors and improve efficiency
Demonstrate knowledge of physical and financial gas and electric market fundamentals
Strong understanding of the regulatory environment in California including CPUC, CAISO, CARB, and CEC regulations
Advanced skill with MS Office Suite (i.e., Excel, Word, etc.)
Programming capability, particularly in Python or VBA

","hiringOrganization":{"@type":"Organization","name":"Pacific Gas and Electric Company","sameAs":"https://www.pge.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Oakland, CA, US, 94612","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":9,"item":{"@type":"JobPosting","title":"Associate, Portfolio Management (Leveraged)","datePosted":"2025-06-30","description":"

Location:

127 Public Square - Cleveland, Ohio 44114

About the Job

The Leveraged Loans Associate will be responsible for supporting the Leveraged Loans Group team in their performance of financial analysis and the preparation of underwriting documents to support complex, multimillion-dollar LBOs, MBOs, go-privates and recapitalizations. Additionally, the Leveraged Loans Associate will assist the team with the ongoing credit monitoring, LCF modeling, underwriting and diligence on new transactions and annual reviews and will also be responsible for managing on an ongoing basis a TBD number of existing leveraged credit relationships.

Essential Job Functions

- Assist in gathering and analyzing all relevant financial data for a client or prospect, including modeling client’s / prospect’s projections in our Leveraged Cash Flow model, including downside scenarios, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc.

- Assist in preparing a thorough credit underwriting document identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues

- Assist in diligence of new LBO opportunities, including mining data rooms and reviewing 3rd party diligence data.

- Assist VPs and SVPs with the completion of Annual Reviews on all existing clients.

- Take part in the approval process for lending commitments, amendments, waivers, and consents, including answering questions from Credit Executives

- Assist the VPs and SVPs with completion of all Know Your Customer (“KYC”) regulations

-Take ownership from a portfolio management perspective of TBD number of existing leveraged transactions and manage the ongoing needs of those portfolio names, including, annual reviews, quarterly portfolio reporting, amendment and waiver requests and add-on acquisition requests.

- Monitor the ongoing financial performance of portfolio companies and track covenant compliance

Required Qualifications

- Strong competence in financial modeling, as well as understanding clients' external models. Candidate must develop solid working knowledge and operation of Key’s internal Leveraged Cash Flow model as well as all existing operational platforms such as CWA and AQR.

-Minimum 3 years of relevant banking/portfolio management expertise at a financial institution, preferably a regulated bank. Leveraged Lending experience a plus.

- Bachelor’s degree in accounting, finance or equivalent experience required

- Strong MS Office skills.

Job Posting Expiration Date: 07/31/2025\n\nKeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

","hiringOrganization":{"@type":"Organization","name":"KeyBank","sameAs":"https://www.key.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"127 Public Square, Cleveland, OH, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":10,"item":{"@type":"JobPosting","title":"Associate, CRE Portfolio Management","datePosted":"2025-08-06","description":"

Who We Are

Cross River is a highly profitable, fast-growing financial technology company powering the future of financial services. Our comprehensive suite of innovative and scalable embedded payments, cards, and lending products deliver financial services for millions of businesses and consumers around the globe. Cross River is backed by leading investors and serves the world’s most essential fintech and technology companies. Together with its partners, Cross River is reshaping global finance and financial inclusion.

We are on a mission to build the infrastructure that propels access, inclusion, and the democratization of financial services. While our company has tripled in size over the last three years, our strong sense of purpose led Cross River to be named to American Banker’s list of Best Places to Work in Fintech for the last 6 years. The reason for this success is simple – our nimble and collaborative family culture lives in every member of our growing team. Together we are at the forefront of technology and innovation, and we invite passionate, collaborative, and motivated high performers to join our expanding team.

What We're Looking For

Cross River’s Commercial Banking Group is looking for an experienced Commercial Real Estate Portfolio Manager to join the team. The Portfolio Manager will be responsible for the ongoing management and oversight of the credit quality and performance of the commercial real estate portfolio including, but not limited to, monitoring loans, performing loan reviews and timely completion of CRE credit analyses.

Responsibilities:

Analyze property level performance by conducting cash flow analysis, spreading financial statements, and analyzing reports
Prepare written credit surveillance on all loans held in the CRE portfolio
Conduct risk assessments by evaluating the strength of guarantors, industry analysis, collateral, and loan structures
Track financial and non-financial loan covenants, including collection of financial documents
Communicate with borrowers and brokers requesting updated financials, maintaining capture rates in line with business standards
Prepare modifications relative to financial strengths and weaknesses of borrowers, including impairment analysis for any nonperforming loans
Identify areas of risk at a loan and portfolio level which may indicate the need for further review
Order and review third party reports, such as real estate appraisals and inspections
Review & monitor properties for violations
Interact with internal and external audit, respond to CRE loan related questions or issues, and produce necessary reporting
Perform other duties as assigned

Qualifications:

Minimum of 5 years of relevant commercial lending portfolio management experience
Thorough knowledge of commercial real estate
Knowledge of accounting and legal principles a plus
Basic proficiency in financial statement analysis
Demonstrated ability to manage and prioritize multiple tasks under tight time constraints
Excellent analytical, organizational, written and verbal communication skills
Detail-oriented and self-motivated team player with a strong work ethic
Proficiency with Microsoft Office products

Education:

Bachelor’s degree in Finance, Business, Accounting, Economics, or a related field preferred

#LI-ZN1 #LI-Hybrid #LI-Onsite

Salary Range: $75,000.00 - $115,000.00

Cross River is an Equal Opportunity Employer. Cross River does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

By submitting your application, you give Cross River permission to email, call, or text you using the contact details provided. We will only contact you with job related information.

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About this role

Company: BlackRock Financial Management, Inc.
Job Title: Associate, Core Portfolio Management
Location: 50 Hudson Yards, New York, NY 10001

Job Duties: Construct investment portfolios. Rebalance portfolios for flows, benchmark changes and client directed events. Develop strong business relationships with Lead PMs, Product Strategists, and members from Compliance, Operations and Client facing teams to ensure smooth portfolio onboarding process, new account activation and to improve day to day investment operations. Ensure that portfolios are in compliance with their investment guidelines and quickly raise and resolve potential issues. Monitor Corporate Actions Manager dashboard and process corporate action elections for team in timely manner. Contribute to corporate credit alpha, yield and idea generation through security selection and substitution trade idea recommendations. Develop analytics, reports, tools and framework to assist in better security risk monitoring and performance attribution that can be shared with broader investment team.

Qualifications: Bachelor’s degree (or foreign equivalent) in Business, Finance, Economics, or a related field; and 2 years of experience in any related job involving Finance and Risk Management. Requires 2 years of experience involving each of the following: 1. Running multi-sector portfolios as a portfolio manager by assisting in the day-to-day operations of managing multi sector fixed income portfolios including monitoring positioning/risk, identifying investment opportunities, loading trades, ensuring portfolios are managed within guidelines and monitoring cash coming in and out of portfolios. 2. Process driven background including introduction of controls & procedures that focuses on systematic methods and workflows that involves analyzing and mapping out steps for a process to ensure that the task/workflow is completed efficiently and effectively. 3. Fixed income markets, including complexities of different issue types, liquidity, and trading various fixed income products, including corporate bonds, CDX, and securitized products, as well as associated analytics. New issues in the market can be issued at various points in the capital structure, such as Senior, Subordinated, and Hybrid. Familiarity with unique features of new issues, like 144A for life, SMRs, or call options, and their potential implications. Liquidity dynamics in the corporate bond market, including the factors that make some bonds more or less liquid than others, and the implications of holding less liquid bonds. Corporate bonds trade on the secondary market, including bid/ask size, portfolio trading, and market technicals. 4. Advanced Excel to efficiently synthesize and summarize large data sets, knowledge of numerous excel formulas/capabilities, and capability to automate tasks. 5. SQL and Python to automate processes, parse and filter large data sets, create efficiency in day-to-day operations.

To apply, please click “Apply” on this webpage.

\nFor New York, NY Only the salary range for this position is USD$134,400.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.\n

Our hybrid work model

About BlackRock

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.","hiringOrganization":{"@type":"Organization","name":"BlackRock","sameAs":"https://www.blackrock.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"NY7 - 50 Hudson Yards, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":12,"item":{"@type":"JobPosting","title":"Credit Analyst II - Leveraged Finance Portfolio Management","datePosted":"2025-08-14","description":"

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

The Credit Analyst II is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while performing analytical activities and identifying risks or issues as needed. In addition, a successful Credit Analyst II will be able to draft documents and prepare for credit reviews with limited support from the Portfolio Managers. The Credit Analyst II is knowledgeable on financial and risk analysis and demonstrates proficiency in financial modeling.

The Credit Analyst II is expected to build proficiency in underwriting, developing the ability to complete the underwriting process from beginning to end with limited oversight. Additionally, the Credit Analyst II will attend and support Portfolio Reviews as needed.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed
Use critical thinking to identify and draft documentation
Responsible for regularly completing indicative credit information into Banking Systems with little to no errors
Responsible for preparing risk-rating scorecard and tickler event analysis and determining actions based on results working in collaboration with PM's
Responsible for developing risk models and advising PMs of unforeseen obstacles that may impede meeting client expectations
Identify and determine monitoring analysis activities required
Verify covenants and define updates needed on ticklers
Monitor covenant completion and track past due or out of compliance covenants and recommend appropriate course of action
Responsible for assessing covenant compliance reporting and identifying issues
Review covenant compliance certificates to understand performance and determine actions
Update financial covenants and calculations as needed
Run Probability of Default (PD) model with oversight
Responsible for understanding and evaluating completed spreads to determine necessary edits working in collaboration with the CCU team
Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with some oversight
Prepares ALSR reports with oversight
Responsible for running risk and projection models with oversight assumptions provided
Responsible for completing underwriting process with limited oversight
Create and complete a CAM with little to no errors
Review and re-write renewals for deals of limited complexity
Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings
Support Portfolio Managers and special projects
Takes appropriate remedial actions to resolve deficiencies and escalates questions/disputes to appropriate level when necessary.
May assist with training of new employees.
May work on special projects as assigned by management.

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting)
2+ years of Commercial Banking experience.
Sound Financial and risk analysis understanding, including the ability to develop financial models
Extensive Knowledge of banking products and services
Knowledge of corporate business structure and legal documents
General knowledge of U.S. government and regulation
Knowledge of the local or regional market preferred, but not required
Proficiency in internal banking applications
Strong verbal and written communication skills
Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks
Proficient in all Microsoft Office software

WORKING CONDITIONS:

Normal office environment with little exposure to dust, noise, temperature and the like
Minimal travel required

Credit Analyst II - Leveraged Finance Portfolio Management

LOCATION -- Charlotte, North Carolina 28202

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

","hiringOrganization":{"@type":"Organization","name":"Fifth Third Bank","sameAs":"https://www.53.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Fifth Third Center Charlotte, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":13,"item":{"@type":"JobPosting","title":"Risk Management - Credit Portfolio Management - Vice President","datePosted":"2025-08-15","description":"

Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.

As a Credit Portfolio Management - Vice President within the Credit Analytics team, you'll play a pivotal role in supporting portfolio monitoring, insights reporting, and risk analysis over a large commercial loans portfolio. This high-visibility position involves direct interaction with C-suite executives (CROs) and senior stakeholders, requiring a blend of strong portfolio management skills, analytics expertise, and exceptional communication abilities to effectively convey insights from complex analyses to senior audiences. You'll drive strategic initiatives by providing actionable insights and analysis in helping manage commercial lending portfolios.

Job Responsibilities

• Execute a comprehensive risk analysis strategy to enhance the organization's risk management reporting and analytics capabilities, with a focus on generating insights and conducting in-depth analysis.
• Analyze granular credit data to uncover and communicate key findings to Chief Risk Officers and their teams, providing continuous visibility into client selection, portfolio health, and underlying drivers of credit risks affecting middle market companies and commercial real estate investors.
• Design and manage high-quality data analysis and reporting processes that meet internal and regulatory expectations for executive management decision making.
• Drive to completion ad-hoc analysis requests from key leaders and stakeholders, ensuring alignment with strategic objectives.
• Serve as subject matter expert for reporting processes and data products, engaging across Risk, Finance, Product, and Technology to deliver on your team’s key objectives.
• Actively engage with stakeholders to understand their needs and translate them into actionable analytics projects, ensuring efforts meet business objectives.
• Promote innovation and technology adoption within the team by staying abreast of emerging analytics trends and tools, and driving their integration into existing processes.
• Groom and train junior staff with a focus on deepening analytical expertise and promoting team innovation and continuous improvement.

Required Qualifications, Capabilities and Skills

• Bachelor's or Master’s degree in Business Management, Data Science, Computer Science, Economics, or a related field.
• Minimum 5 years of experience in portfolio risk management, data analysis, insights reporting, and business intelligence within the financial services industry.
• Strong relationship management ability and excellent verbal and written communication skills, with experience presenting to senior stakeholders.
• Strong analytical and project management skills, capable of managing multiple priorities, including handling ambiguous and open-ended problems.
• Experience working with large data sets from various sources, and leveraging tools like SQL, Alteryx, Python or R scripting, and LLM.
• Experience using business intelligence and data visualization tools such as QlikSense and Tableau.
• Demonstrated problem-solving skills and ability to support executive ad-hoc requests promptly.
• Proficient in technical skills, with a focus on continuous learning and application of new technologies to enhance analytics capabilities.

Preferred Qualifications, Capabilities and skills

• Experience in management consulting and credit risk is preferred.

\n\n\n JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.\n \n\n

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

\n\n

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Plano, TX, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":14,"item":{"@type":"JobPosting","title":"Associate - Credit Underwriting and Portfolio Management - Financial Institutions Group (FIG)","datePosted":"2025-08-05","description":"

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Job Summary:

We're seeking a Credit Risk Associate who will be part of our growing Portfolio Management Group. You will conduct credit analysis and recommendation for financial institution credits across the spectrum of FIG portfolio:

Banks / Business Development Companies / Asset Managers / Insurance companies (Life & Health insurance and Property & Casualty companies)
Structured financial solutions
Asset based lending including Fund and NAV lending

You will prepare and evaluate credit proposals and make recommendations to management on credit approval. You’ll be also monitoring the client financial, industry and credit trends regularly.

Responsibilities:

Perform due diligence on new transactions as well as regularly scheduled evaluation of the existing loan portfolio.
Coordinate and communicate account information across various constituencies throughout the organization.
Responsible for knowledge of particular industries and all current events in assigned portfolio utilizing internal and external sources.
Oversee covenants compliance database and facility closing due diligence, including documentation.
Attend client meetings.
Participate in special projects as assigned.

Advanced Credit/Underwriting Solutions:

Work within a deal team environment (with Global Relationship Managers, Credit Administration, Sponsor Coverage, and Capital Markets) to support the development and analysis of financing structures/strategies.
Prescreen proposed transactions to identify critical structural issues and risks, balancing institutional policy with business development needs.
Support credit analysis for structured credit transactions (derivatives transactions, receivable securitizations).
Understand and maintain knowledge of industries represented in portfolio, including technical aspects and regulatory issues.
Conduct site visits and participate in client and bank meetings.

Policy and Deal Advocacy:

Support the communication with the credit approval division including final hold level strategies to ensure alignment of risk strategy and policy.
Evaluate and establish appropriate ratings for transactions and correlate appropriate exposure level with regard to exposure on both a transaction and group level.
Ensure compliance with policy and regulatory requirements.

Skills and Experience:

Ideally you would have:

Bachelor’s degree in Finance, Accounting, Business or Economics (CFA or MBA is a plus).
3+ years experience within a financial institution (analyzing corporate clients' risk and credit profiles), accounting firm or rating agency.
Experience in Financial Institutions credit analysis and financial markets
Knowledge of credit and risk principles and legal and compliance regulations pertinent to lending.
Strong financial spreading/modeling and analytical skills.
Experience in analyzing corporate credit and financing transactions.
Completed a formal credit-training program at a money center bank (preferred)
Strong written, verbal and interpersonal skills.
Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Compensation and Benefits:

The typical base pay range for this role is between $135k - $155k depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

","hiringOrganization":{"@type":"Organization","name":"MUFG","sameAs":"https://www.bk.mufg.jp/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"1221 Avenue of the Americas, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":15,"item":{"@type":"JobPosting","title":"Associate, Real Estate Portfolio Management","datePosted":"2025-07-02","description":"

The Real Estate Portfolio Management Associate will provide analysis, research, and support throughout the entire lifecycle of Investments from Acquisition to Disposition. This will be an intense generalist role that will require critical thinking and understanding of complex analysis, fund structures, legal agreements, and waterfalls. This role will assist in overseeing all Housing Fund, DLP-owned, and JV Investments across multifamily, commercial, and RV/hospitality assets. The Associate will support a wide range of tasks such as financial analysis, BOV solicitation, sell/hold analysis, return sensitivities, fund planning, waterfalls, and underwriting of new and existing assets. This role will also support weekly, monthly, quarterly, and annual reporting for both Portfolio Management and Asset Management. Annual budgeting, mid-year re-forecasting, capital projects, and cash management at the fund and asset level will be a routine responsibility for this role. The Associate will also be tasked with developing cash flow models and pitch decks for Investment Committee review.

What you have already achieved: (Requirements)

Bachelor's Degree in Financing, Economics, Business Management, or related field
3+ years experience in Commercial Real Estate Finance, Acquisitions, Portfolio Management, or Asset Management
3+ years experience in financial modeling, valuation, and performance analysis
Experience building valuation models, interpreting financial returns including but not limited to NPV, IRR, Equity Multiple, return on cost, and residual values
Advanced proficiency in Excel, PowerPoint, and data visualization tools
Advanced analytical and problem solving skills with the ability to simplify and communicate complex analysis
Demonstrated critical thinking skills
Outstanding written and oral communication skills

What you are great at: (Responsibilities)

Lead ad hoc projects
Produce and analyze rent rolls, financial statements, balance sheets, and property/portfolio-level reports
Perform monthly cash management and property/fund-level re-forecasting to support capital decision-making
Assist in the disposition process by compiling financials, BOVs, underwriting, waterfalls, and disposition memos
Perform sell/hold analysis and return optimization to maximize fund yield
Support fund-level business planning and cash forecasting
Build and maintain detailed financial models to support investment decisions. Models will consist of asset, portfolio, and partnership capital structures including waterfalls, catch-ups, and fund-level roll ups
Support pro forma underwriting on new and existing investments
Build waterfall models with various capital structures per Operating Agreements
Update internal loan maturity tracker and manage monthly covenant testing models
Organize, package, and deliver due diligence documents for various lenders and stakeholders
Serve as an analyst for the entire owned and managed portfolio of real estate assets
Assist in the preparation of Investment Committee presentations
Conduct monthly financial analysis and produce variance reporting against budget, re-forecast, and pro forma

What you’re motivated by:

Making an impact. Whether it's the residents who call our Thriving Communities home, the investors who trust us to be stewards of their capital, or the sponsors we work with to 10x their business, everything we do is about making an impact.
Challenges. You see roadblocks as opportunities and are proactive in finding solutions.
Growth. We’ve been named to the Inc. 5000 as one of the Fastest-Growing Private Companies in America for eleven consecutive years.

Who We Are

What We Do In One Sentence:

We finance the building of Thriving Communities.

Our Mission:

We are changing the nation through the building of Thriving Communities. We are the leader in funding the building of Thriving Communities centered in safe, attainable housing.

Our Purpose:

To passionately make an extraordinary impact by transforming lives and building Thriving Communities.

Our Big, Hairy, Audacious Goal (BHAG):

To positively impact and transform 10 million lives by funding the building of 5,000 Thriving Communities, becoming one of America’s 100 largest private companies.

Our Culture:

We work hard, marching towards ambitious goals driven by a purpose that’s bigger than ourselves.
We are impact-driven, seeking to make a difference not just on the affordable housing crisis but also in the lives of our employees, investors, and partners.
We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.
We strive to Live Fully, finding fulfillment in all areas of our lives.

Our Core Values:

Driven For Greatness: We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally.

Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance.

We are intentional with our time, integrating the 8fs of our life to achieve our goals & God’s goals.

Grit: We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals.

Community: We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues.

Authenticity: We are true to ourselves and others, steadfast in our beliefs and values. We hold ourselves and others accountable, fostering open dialogue to propel growth.

Prepared to Win: We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment doing the important proactive work despite the urgent priorities we face each day. We plan to win, and are prepared for volatility and challenges.

Kingdom Impact: We share God's love and transformative power through our labor, serving everyone in God’s likeness. The world will know God more through our work and how we do it.

Twenty-Mile March: We march towards clear, well-defined goals and objectives with unwavering focus, constantly evaluating our performance and course correcting as needed.

Stewardship: We are guided by our commitments to those who trust us with their capital, their communities, and their careers.

Servant Leadership: We lead with high standards & deep devotion. We display as humble confidence as we build deep relationships and trust. We show the way through the forest, empowering growth, accountability, and a founder’s mentality, with team members regularly asking “What else can I do to achieve the desired results?”

Benefits and Perks:

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.

Equal Opportunity Employer:

DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.

","hiringOrganization":{"@type":"Organization","name":"DLP Capital","sameAs":"https://dlpcapital.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"St Augustine, FL","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":16,"item":{"@type":"JobPosting","title":"Project Finance Portfolio Management Associate","datePosted":"2025-08-03","description":"

Description

Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home.

RER Solutions, Inc., is accepting resumes for a Project Finance Portfolio Management Associate to become a part of our superior workforce in the Washington, DC area. The Project Finance Portfolio Management Associate will provide onsite and remote federal program leadership.

RESPONSIBILITIES

Identify issues of contemporary and future impacts on the work and conduct an analysis of their implications and alternatives, and must monitor the portfolio, individual projects, and guarantors for warning signs of credit deterioration
Execute a portfolio risk management process that assists in identifying, managing, monitoring, and reducing risks in the portfolio, while being aware of the need to respond promptly to post-issue requests from borrowers, sponsors, and lenders
Establish Asset Monitoring and Supervision work-flow processes and schedules to accomplish assigned projects, plans, and activities associated with approved office missions and functions, including the development of project-specific Credit Monitoring Plans
Monitor sector developments pertinent to the borrower’s operating environment, i.e., price and demand movements, legal and regulatory changes, and structured changes within the sector
Present analyses through a variety of means, including formal written studies and oral presentations
Represent the office, as needed or requested, at interagency meetings, inter-creditor discussions, steering committees of creditors, and public conferences; serves as an authority on the portfolio management policies and issues, and based on the Director of PMD/FMD’s needs, interfaces with and obtains information from a variety of sources across the industry as well as other organizations to support the office’s activities
Provide in-depth analyses for structuring, updating, and maintaining the Credit Monitoring Plans
Review project financial statements, progress and engineering reports, covenant compliance certificates, collateral reports, and information gathered from news reports and site visits
Review, manage, and respond to post-closure requests from borrowers and lenders for amendments to loan terms, waivers, extensions, payment deferments, and other modifications related to operative loans and guarantees
Prepare or collaborate with other senior staff in the preparation of comprehensive position papers, memorandums, and briefing materials across all phases of operations for use with senior management
Review project and legal documents, including but not limited to Credit Committee memos; financing documents, including Credit Agreement, Security Agreement, and Independent Engineering Report, project documents, including the Engineering Procurement, and Construction, Off-take, Supply, and Operations, and Maintenance Agreements, and negotiates new terms with borrowers or other creditors in the event of a default
Prepare a Transfer Memo to the Special Assets Group when there is a question regarding the status of any borrower or where it has been determined that liquidation is the only course of action available to ensure the maximization of taxpayer funds
Lead and mobilize project teams to address the technical, legal-economic, and financial feasibility aspects of a transaction and to ensure compliance with DFC procedures, goals, and milestones
Prepare regular credit reports for specific projects that adhere to the guidelines as set forth by the Director of PMD/FMD
Ensure all data for assigned projects is entered promptly in DFC’s systems and ensure this data is always up to date and accurate

Requirements

Minimum of US Citizenship required to obtain client issued Public Trust
Minimum of three (3) years’ relevant experience
Proficiency in making presentations and explaining financial models to a variety of audiences
Expertise in applying analytical methods and evaluation techniques to a broad range of functional areas such as project and corporate risk assessment, accounting, and corporate finance to evaluate the viability of a loan transaction
Ability to ensure effective compliance monitoring and reporting according to the terms contained in Credit Agreements and for overall portfolio risk management
Knowledge of the financial, market, credit, and technical risks inherent in the distinct energy technologies (e.g., nuclear, fossil, renewable), as well as appropriate mitigation, approaches available or desirable
Knowledge in diverse corporate finance structures such as asset-based, limited or full recourse project finance transactions to make sound financial decisions and recommendations
Knowledgeable of the policies, processes, and practices available for the effective control of individual loan transaction and sector risks, as well as overall portfolio risk
Excellent written and oral communication skills
Excellent attention to detail, and an understanding of fundamental business writing
Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook)

EDUCATION: Bachelor’s Degree or MBA preferred

COMPENSATION

Includes competitive wages, paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits.

This position is not available for Corp-to-Corp or 3rd party sourcing.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

#ZR

","hiringOrganization":{"@type":"Organization","name":"RER Solutions, Inc.","sameAs":"https://rer-solutions.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Washington, DC, US","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":17,"item":{"@type":"JobPosting","title":"Real Estate, Portfolio Management Associate","datePosted":"2025-08-05","description":"

Real Estate, Portfolio Management Associate

The portfolio management role sits within Nuveen Real Estate’s retail sector specialist platform which is more than $20 billion of AUM across the risk spectrum and sits within Nuveen Real Estate’s overall $145 billion platform. Within the retail platform, this role would be focused on various open and closed-end real estate funds that invest in a variety of retail subsectors. In order to drive investment performance, the role is heavily focused on financial modeling to inform investment and financing recommendations. The role will also include creating presentations for current clients and prospects including quarterly reporting. This role also works closely with various Nuveen Real Estate teams across acquisitions, asset management, development, and capital markets, as well as the distribution, product, research, finance, and marketing.

Key Responsibilities and Duties

Maintains extensive proprietary financial models to monitor and analyze the financial performance of the real estate portfolio, potential new investments, and financing.
Assists in ongoing property valuations, develops strategies for maximizing value, and creates hold/sell analysis in partnership with the sector focused teams.
Benchmarks investments against underwriting metrics (i.e. revenue, expenses, capital expenditures, tenant credit, leases) in order to make future hold/sell recommendations.
Collaborates with real estate asset management, finance, and performance measurement teams to obtain portfolio/asset information and prepare performance analysis and reports.
Assists in drafting and presenting investment memorandums to the Investment Committee.
Analyzes each potential investment’s underwriting, working with deal teams to sensitize returns and to determine the role each asset will play in a portfolio.
Works closely with asset management teams on construction draw requests and timing, current and future capital expenditure requirements and helping set performance budgets for each property to drive performance.
Supports fund raising and investor relations efforts including but not limited to setting and executing capital raising strategy, annual investor conferences, advisory committee meetings, DDQ and RFP review, fulfilling investor requests, investor on-site meetings, and ongoing investor relations.
Works closely with Nuveen Real Estate’s sustainability team to development ESG metrics for each fund and tracks these metrics to ensure each target is being met.

Educational Requirements

University (Degree) Preferred

Work Experience

2+ Years Required; 3+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
6IC

Required Qualifications:

Minimum of 2+ years of real estate experience

Preferred Qualifications:

3+ years of real estate experience
Retail sector experience
ARGUS experience

Related Skills

Business Development, Client Relationship Management, Due Diligence, Financial Analysis, Financial Risk Management, Investment Management, Investment Strategy Acumen, Investor Relationship Management, Market/Industry Dynamics, Opportunity Strategy, Organizational Savviness, Portfolio Management, Real Estate Investments

Anticipated Posting End Date:

2025-08-12

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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Real Estate, Portfolio Management Associate

Key Responsibilities and Duties

Maintains extensive proprietary financial models to monitor and analyze the financial performance of the real estate portfolio, potential new investments, and financing.
Assists in ongoing property valuations, develops strategies for maximizing value, and creates hold/sell analysis in partnership with the sector focused teams.
Benchmarks investments against underwriting metrics (i.e. revenue, expenses, capital expenditures, tenant credit, leases) in order to make future hold/sell recommendations.
Collaborates with real estate asset management, finance, and performance measurement teams to obtain portfolio/asset information and prepare performance analysis and reports.
Assists in drafting and presenting investment memorandums to the Investment Committee.
Analyzes each potential investment’s underwriting, working with deal teams to sensitize returns and to determine the role each asset will play in a portfolio.
Works closely with asset management teams on construction draw requests and timing, current and future capital expenditure requirements and helping set performance budgets for each property to drive performance.
Supports fund raising and investor relations efforts including but not limited to setting and executing capital raising strategy, annual investor conferences, advisory committee meetings, DDQ and RFP review, fulfilling investor requests, investor on-site meetings, and ongoing investor relations.
Works closely with Nuveen Real Estate’s sustainability team to development ESG metrics for each fund and tracks these metrics to ensure each target is being met.

Educational Requirements

University (Degree) Preferred

Work Experience

2+ Years Required; 3+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
6IC

Required Qualifications:

Minimum of 2+ years of real estate experience

Preferred Qualifications:

3+ years of real estate experience
Retail sector experience
ARGUS experience

Related Skills

Anticipated Posting End Date:

2025-08-13

_____________________________________________________________________________________________________

Company Overview

Benefits and Total Rewards

Equal Opportunity

Read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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Do you want your voice heard and your actions to count?

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Job Summary:

We're seeking a Credit Risk Analyst who will be part of our growing Portfolio Management Group. You will handle credit coverage for clients in the Sports sector for team, league and venue borrowers. You'll prepare detailed credit analyses and the required credit applications, which include the evaluation of corporate, regulatory and industry risk, historical operating performance, projected operating performance, and capital structure.

As an Analyst, you'll assess risk factors associated with each credit and determine the appropriate risk ratings based on established policies and guidelines. You will support active credit management and new transaction underwriting utilizing solid credit and analytical skills, analyzing risks and mitigants, including monitoring credits for potential internal and regulatory rating changes and general credit deterioration with the goal of maximizing the Bank’s net income while minimizing credit costs.

Responsibilities:

Perform due diligence on new transactions, amendment requests as well as regularly scheduled quarterly, semi-annual and annual credit reviews of the existing loan portfolio.
Coordinate and communicate account information across various constituencies.
Responsible for building and maintaining knowledge of country/risk factors and all current events within the Sports industry vertical in the assigned portfolio utilizing internal and external sources.
Attend client and bank meetings when appropriate via phone, video or occasionally in-person.
Stay abreast of and maintain compliance with all internal existing and amended policies and procedures
Participate in special projects as assigned.

Advanced Credit/Underwriting Solutions:

Support the prescreening of proposed transactions to identify critical structural issues and risks, balancing institutional policy with business objectives.
Prepare and present select Quarterly Watch List credits to senior credit officers.
Understand and maintain knowledge of industries represented in portfolio, including technical aspects and regulatory issues.

Policy and Deal Advocacy:

Support Portfolio and Relationship Managers to problem solve and ensure transaction requests are acceptable within the risk appetite of the Bank.
Ensure compliance with internal policy and procedural requirements by understanding and adhering to Global Corporate and Investment (GCIB) Operating Procedures, General Credit Policies for the Americas (GCP), and Procedures for Credit Ratings and Credit Rules.
Evaluate and establish appropriate ratings for transactions and correlate appropriate exposure level with regard to exposure on both a transaction and group level.
Ensure compliance with policy and regulatory requirements, including timely completion of all assigned training courses.

Skills & Experience:

Minimum of 6 months of work experience focused on a comprehensive Sports portfolio comprised of league wide, individual team, and sports/entertainment venue transactions within a financial institution. Alternatively, minimum of 1 year work experience within a financial institution or rating agency analyzing corporate client’s risk and credit profiles.
Strong financial spreading/modeling and analytical skills specifically related to Sports, including calculating EBITDA adjustments and Fixed Charge Covenant ratios using LTM, forward looking and base case assumptions.
Experience analyzing Sports credit and risk profiles across various financing transactions.
Proficient in Microsoft Word, PowerPoint and Excel
Strong written, verbal and interpersonal communication skills with ability to work independently.
Completion of a formal credit-training program at a money center bank preferred
Bachelor’s degree, in Finance, Accounting, Business or Economics (working towards a CFA a plus).

Compensation & Benefits:

The typical base pay range for this role is between $100K - $110K depending on job-related knowledge, skills, and experience. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

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Reporting to the Head of Transformation and Change, the Portfolio Management Lead will support the organisation to realise value from its investment portfolio through adopting best-in-class portfolio management.

As a Lead you will manage the operating cadence of portfolio governance including annual, quarterly and monthly cycles ensuring timely communications with stakeholders. You’ll own and manage the QBR and ExCo Obeya, supporting BUs, Tribes, and COEs in quarterly planning aligned to the strategic roadmap, ensuring timely issue escalation and resolution.

What you’ll do …

Implement global and local standards for program funding, initiation, execution, and closure in alignment with ING’s Change Initiative Policy and Reference Model.
Use standardized tools and templates to communicate portfolio mobilization and delivery performance to Executive, Board, and global stakeholders.
Build and maintain a portfolio-wide roadmap with key milestones and critical dependencies, leveraging global toolsets for transparency and alignment.
Manage Monthly Portfolio Walls, ExCo Obeya, and QBR cycles to support continuous planning and delivery, in collaboration with BUs, Tribes, COEs, and Technology Heads.
Partner with OWOW and Delivery Leads to continuously improve portfolio management practices, while monitoring and reporting cross-tribe risks and dependencies.

What we’re looking for…

Experience in managing a Transformation / Program Management Office
5+ years Project Management experience, Finance or Tech background preferred
Proven experience in driving digital transformation, process improvement, and organizational change.
Proven practitioner experiences working with Agile & Lean practices and change management
Experience in leading and building teams

What’s in it for you?

Discounted ING Health Insurance.
An additional Rest Day to support your wellbeing.
An IMPACT Day to volunteer on approved sustainability activity.

About Us

At ING, we’re all about making life simpler and more rewarding - for the people who bank with us, the team members who work with us, and the communities we’re proud to support. Joining ING means stepping into an environment where your individuality isn’t just welcomed - it’s celebrated. We’ve built a culture that’s fun, inclusive, and supportive, giving you the freedom to be yourself, so you can do your thing.

Whether you’re taking ownership of exciting projects, thinking outside the box, or working with global colleagues, you’ll find ING is the kind of place where growth isn’t just a possibility; it’s a promise. As a WGEA Employer of Choice for Gender Equality and Family Inclusive workplace, you’ll feel the difference in how we value and champion our people.

We’re invested in fostering a diverse and inclusive workplace where everyone feels like they belong. Sound like your kind of vibe. We can’t wait to hear from you!

","hiringOrganization":{"@type":"Organization","name":"ING","sameAs":"https://www.ing.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":21,"item":{"@type":"JobPosting","title":"Analyst Portfolio Management","datePosted":"2025-08-08","description":"

We have a great opportunity to join Portfolio Management as Analyst. This is a lending professional role within the front office. As a key member of the Portfolio Management team, your responsibility is to support the Portfolio Manager in actively managing the lending portfolio and optimizing returns through strong analytics and capital velocity. On the team, you will be exposed to and work with different colleagues from several Sectors, Transaction Management, CM&A, Risk Management and Legal whilst aligning with back office / support teams. At the same time, the Portfolio Management team plays a key role in further optimizing our processes for regulatory readiness, operational effectiveness and portfolio optimization.

Responsibilities :

The Portfolio Management team will be the ‘center of excellence’ for the in-life management of ING’s lending exposure. It covers all activities post the initial funding to the final repayment of a lending transaction. As a front office department, it will closely collaborate with Origination & Structuring colleagues and product specialists to ensure a seamless client experience. The Portfolio Management function will be organised along product and sector considerations. Each portfolio manager will cover a set of portfolio clients and act as the first point of contact for the ongoing credit monitoring, analytics, internal risk and other reporting. Portfolio Management supports the identification of cross-buy opportunities and is also closely involved in the delivery of ING’s capital velocity targets. The team will be supported by Global Lending Support in Dublin and the ING hub in the Philippines. Together with Tribe Lending and CLEC, it will be a key driver of improving processes, standardisation, and digitalisation across Lending.

The specific responsibilities of an Analyst include assisting and supporting the Portfolio Managers with the management of all facets of the individual files booked in the portfolio, including but not limited to:
- Quarterly and annual credit reviews;
- Process amendment and waiver requests, write or review credit modifications, submit to Risk Management and address Q&A, follow-up on the required legal amendments to the documentation until execution;
- Review annual risk rating updates prepared by an administrative support team;
- Diligent and proactive credit monitoring through the review of all financial covenants and operating performance (e.g. financial models, proforma adjustments, key drivers, etc) and track compliance of covenants prepared by an administrative support team;
- Identification and resolution of Early Warning Signals for a deterioration in credit quality.
- In addition, an Analyst will assist and support the Portfolio Managers by identifying market developments and proactively managing their potential impact on the portfolio by:
  - Preparing and maintaining reports as requested by regulators or internal stakeholders;
  - Preparing quarterly Credit Risk Management (“CRM”) portfolio reviews;
  - Maintaining various department and industry databases/trackers;
  - Maintaining internal portfolio tracking metrics;
  - Responding to ad hoc internal requests on portfolio composition and exposure;
  - Coordinating and working with offshore portfolio support teams;
  - Managing lending limits and Capital Velocity programs.
  - An Analyst is expected to build a culture of operational excellence by:
    - Staying up-to-date on organizational operating policies and procedures (i.e. Risk, Legal, etc.) to ensure appropriate protocols are implemented and followed, and by facilitating accordingly;
    - Supporting the implementation of strategic initiatives, including enhancements to the credit monitoring process to improve business efficiency;
    - Supporting the implementation of transformation projects.

Qualifications / Education:

University degree with major in business/economics, law or other relevant business discipline. CFA and/or MBA a plus

Experience / Knowledge:

0-2 years of relevant credit analysis experience in the banking industry.

Competencies:

Collaborative and inclusive team player with consistent high marks on Orange Code behaviour; embracing diversity and cross-cultural awareness and able to work effectively across functions;
Financial and credit analysis capabilities
Good presentation and communication skills
Collaborative mindset
Committed and dedicated individual who wants to continuously improve
Self-motivated and willing to work in a deal oriented and deadline driven environment
Strong work ethic, positive attitude, and professional demeanor

How to succeed

We hire smart people like you for your potential. Our biggest expectation is that you’ll stay curious. Keep learning. Take on responsibility. In return, we back you to develop into an even more awesome version of yourself.

Rewards and benefits

We want to make sure that it’s possible for you to strike the right balance between your career and your private life. You can find out more about our employment conditions at https://careers.ing.com/en/benefits-NL

The benefits of working with us at ING include:

A salary tailored to your qualities and experience
A salary indication 4,367 EUR – 7,088 EUR based on 36 hours per week
24-27 vacation days depending on contract
Pension scheme
13th month salary
Individual Savings Contribution (BIS), 3.5% of your gross annual salary
8% Holiday payment
Personal growth and challenging work with endless possibilities
An informal working environment with innovative colleagues
Work Agile, so new ideas come to life faster

Want to apply directly?

Upload your CV and motivation letter by clicking the “Apply” button.

Please note, multiple interview steps involving various business stakeholders will be part of the selection process.

About us

With 60,000 employees and operations in approximately 40 countries, there is no shortage of opportunities for people with initiative who want to help people take a step ahead in life and in business. Do you want to work at the cutting edge of what’s possible and at the same time ensure you work with integrity and hold the customer’s interests at heart? Do you want to be surrounded by progressive, inspiring, diverse and supportive colleagues? Then there is no better place to invest your talents than at ING. Join us and apply today!

","hiringOrganization":{"@type":"Organization","name":"ING","sameAs":"https://www.ing.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"AME (Amsterdam - Maple), Netherlands","addressCountry":"The Netherlands","addressRegion":"Europe"}}}},{"@type":"ListItem","position":22,"item":{"@type":"JobPosting","title":"Portfolio Management Lead","datePosted":"2025-08-05","description":"

It’s an exciting time to grow your career with ING, Australia’s most recommended bank, in 2025.

Reporting to the Head of Transformation and Change, the Portfolio Management Lead will support the organization to realise value from its investment portfolio through adopting best-in-class portfolio management.

As a Lead you will manage the operating cadence of portfolio governance including annual, quarterly and monthly cycles ensuring timely communications with stakeholders.

You’ll own and manage the QBR and ExCo Obeya, supporting BUs, Tribes, and COEs in quarterly planning aligned to the strategic roadmap, ensuring timely issue escalation and resolution.

What you’ll do …

Implement global and local standards for program funding, initiation, execution, and closure in alignment with ING’s Change Initiative Policy and Reference Model.
Use standardized tools and templates to communicate portfolio mobilization and delivery performance to Executive, Board, and global stakeholders.
Build and maintain a portfolio-wide roadmap with key milestones and critical dependencies, leveraging global toolsets for transparency and alignment.
Manage Monthly Portfolio Walls, ExCo Obeya, and QBR cycles to support continuous planning and delivery, in collaboration with BUs, Tribes, COEs, and Technology Heads.
Partner with OWOW and Delivery Leads to continuously improve portfolio management practices, while monitoring and reporting cross-tribe risks and dependencies.

What we’re looking for…

Experience in managing a Transformation / Program Management Office
5+ years Project Management experience, Finance or Tech background preferred
Proven experience in driving digital transformation, process improvement, and organizational change.
Proven practitioner experiences working with Agile & Lean practices and change management
Experience in leading and building teams
Business, Accounting, related degree or equivalent

What’s in it for you?

Discounted ING Health Insurance.
An additional Rest Day to support your wellbeing.
An IMPACT Day to volunteer on approved sustainability activity.

We make hiring decisions based on your skills, capabilities, and how you align with our values - not on ticking every box. So, if you’re interested but don’t meet all the criteria, we encourage you to apply. And because we want you to shine, let us know if you need any adjustments to the recruitment process by emailing Saikat.dastidar@ing.com

We’re invested in fostering a diverse and inclusive workplace where everyone feels like they belong. Sound like your kind of vibe. We can’t wait to hear from you!

(One last note: We operate using a direct talent sourcing model, so no agency introductions, please.)

ING is Australia's most recommended bank according to RFi XPRT Survey, February 2021 - July 2021 (n = 31,903) when compared to customers of 20 other banks operating in Australia.

Applications close 12 Aug 2025

#LI-DNI

","hiringOrganization":{"@type":"Organization","name":"ING","sameAs":"https://www.ing.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":23,"item":{"@type":"JobPosting","title":"Manager, Portfolio Management","datePosted":"2025-08-08","description":"

ABOUT US

We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.

We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.

Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world’s top companies. At PSP Investments, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.

ABOUT THE TEAM

The Portfolio Management team supports directly the Real Estate Investment team. This includes the preparation of corporate and asset management reporting, business planning and capital planning oversight, sustainable investment reporting and pipeline oversight. The team is also responsible for the development of dashboards, ensuring data governance and performing system administration.

ABOUT YOUR ROLE

The Manager will lead the development and optimization of dashboards and reporting tools to support portfolio monitoring and asset management activities. This role involves overseeing the creation and implementation of advanced data products that enhance analytical capabilities across the organization. The Manager will ensure the accuracy and integrity of portfolio data used in strategic reporting, while also driving initiatives related to sustainability, annual capital planning, development project oversight, and debt management.

In addition to managing a team or cross-functional contributors, the incumbent will provide strategic direction on data and technology landscapes, ensuring seamless data flow between systems and alignment with business objectives. The Manager will act as a key liaison for stakeholders, delivering timely insights and updates, and will lead responses to ad-hoc analytical requests with a focus on actionable outcomes. This role requires a strong ability to translate business needs into data-driven solutions, foster innovation, and support continuous improvement across asset management functions.

Technology and Analytics

Act as the system owner for the Real Estate technology stack, overseeing user profiles, access management, license requests, and staff changes
Ensure the ongoing evolution of the iLevel platform for Real Estate, ensuring discrepancies are resolved and new/changing needs are identified and addressed in a timely manner, delivery monthly productions to the team
Foster a close collaborative relationship with the Portfolio Strategy team, identify opportunities to support and collaborate on analytics initiatives, delivering time savings and value-add output in a timely manner
Develop a refreshed reporting suite for the Real Estate team, reviewing and cauterizing legacy reports, consolidating, clarifying, and deploying new dynamic reporting and analytics for Investment and Management teams

Portfolio Data Initiatives

Oversight of the asset data collection process: ensure timely and accurate submissions in collaboration with Investment Team and external partners, ensure completeness of portfolio data coverage for out-of-scope partnerships, and facilitate onboarding of new General Partners
Oversight of the Portfolio Sustainability process: develop, implement, and operationalize ESG data governance activities and controls in collaboration with the investment teams and SCI; collaborate with internal business partners and real estate team to support activities related to Sustainability Business Plan Initiatives
Participate in PSP Enterprise Data initiatives to streamline reporting and advocate the needs of the Real Estate Group

Data Oversight

Oversee the data management program, ensuring the data governance framework is adhered to, that data migration activities are facilitated efficiently, and that internal stakeholders’ needs are considered
Ensure that the investment structure of the portfolio is accurate and maintained across platforms
Contribute to the evolution of the Real Estate Data Governance Framework, ensure system evolutions and new requirements are incorporated

Change Management and Client Relationships

Foster and sustain relationships with key business partners to maintain clear communication, ensure accurate information flow, and provide precise reporting and data as needed for internal and external purposes
Design an onboarding framework for technology and systems, including creating presentation materials, schedules, and agendas for training new real estate employees

Leadership

Supervise the tasks of the Data Analytics Analyst and Data Quality Analyst, ensuring proper upkeep of our existing systems; make decisions in intricate situations and evaluate all collateral effects of planned improvements

WHAT YOU’LL NEED

Key Competencies

Proficiency in Microsoft Office Suite, Snowflake, Excel, PowerBI
Programming knowledge: Python, SQL, or equivalent an asset
Understanding of data lifecycle, data lineage, and system integration
Strong research and problem-solving abilities
Excellent communication skills in English and French
Organisational rigour and attention to detail
Commitment to continuous improvement and quality delivery

Key Experiences

Bachelor’s degree in Business Technology Management, Finance, Business Administration, or equivalent
Five (5) to seven (7) years of experience in institutional environments preferred
Knowledge of institutional investments, specifically real estate, and front and back-office environments
Experience in information technology or information systems, data and project management

We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:

Investment in career development
Comprehensive group insurance plans
Competitive pension plans
Unlimited access to virtual healthcare services and wellness programs
Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers
A personalized family-building support, from pre-pregnancy to menopause, with available financial assistance
Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
A hybrid work model with a mix of in-office and remote days

*Benefits package may vary based on your employee type.

At PSP Investments, we aim to provide a workplace where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.

Visit us on www.investpsp.com/en/

#LI-GR1","hiringOrganization":{"@type":"Organization","name":"PSP Investments","sameAs":"https://www.investpsp.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Montreal, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":24,"item":{"@type":"JobPosting","title":"Director, Portfolio Management","datePosted":"2025-08-15","description":"

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Barings is currently seeking a Director - Portfolio Management to support the Barings Real Estate Australia (BREA) platform. This position will report to the Senior Director - Portfolio Management, Real Estate (Sydney).

Primary Responsibilities

Primary responsibilities include:

Lead Portfolio Manager with primary oversight and responsibility for a >A$1 billion Barings Australia industrial portfolio and a new multi-sector portfolio in the deployment phase.
Provide strategic input, direction, and approvals inside and outside the project control group (PCG) and annual strategic review forums on all major decisions impacting the portfolio including but not limited to new leases, CAPEX, developments, ESG initiatives, liquidity management, debt refinancings, variations to budgets, and execution of investment goals and strategies.
Primary day-to-day contact person with the relevant individuals from the Investor Client.
Communicate effectively with Investor Client to deliver regular updates on the assets and overall portfolio performance, key opportunities, key risks, and key ongoing initiatives.
Discuss and disseminate across the BREA platform key input and direction from the Investor Client across all facets of the portfolio.
Support and direct the ESG, Asset Management, and Development Teams on key ESG initiatives inline with the stated ESG goals and objectives of the fund.
Add significant value through strategic thinking, mentoring and providing a different perspective.
Oversight, input, and approvals of ad-hoc memos and papers, quarterly reports, quarterly valuations, NAV statements, capital calls, distributions, and business planning reporting.
Working closely with the senior analyst(s) or equivalent responsible for maintaining the portfolio and asset level financial models to review and analyse the asset level and portfolio level financial performance, key opportunities, key risks, and financial debt covenants.
Working closely with the asset management, development, ESG, finance, and capital transactions teams on all of the above.
Monitor Barings is meeting all of its obligations under the fund agreements, as well as Barings being remunerated in accordance with the agreements.
Strategic input in driving process and systems improvement to enhance efficiencies across the fund and the BREA platform.
Supporting the Senior Director, Portfolio Management, and Senior Management on key strategic initiatives and ad-hoc workstreams related and unrelated to the fund including press releases, branding, and promoting the public profile of Barings and Rest.
Liaise with and work collaboratively on general requirements with international Barings colleagues.

Qualifications

Tertiary qualifications in Finance, Business, Economics or Property discipline.
At least 10 years’ relevant Real Estate experience.
Understanding of property investment appraisal techniques;
Ability to identify risk in new and / or existing transactions and to effectively develop and implement mitigation strategies;
Ability to work collaboratively and internationally across the BREA platform as needed.
Strong communication skills both verbally and in writing.

#LI-GA1

Requisite Skills

Additional Skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

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About the Role

We are seeking a high performing individual to join our team as a Portfolio Management Actuary – reporting directly to the Head of Portfolio Management. This role oﬀers a unique opportunity to contribute to shaping our portfolio management strategy and ensure its successful execution. The role will involve planning, monitoring, and engaging with cross functional stakeholders, to embed and progress this critical initiative.

Key Responsibilities:

Contribute to the implementation of the portfolio and cycle management framework.
Support the development of a clear process and framework for portfolio management decision-making and performance management.
Engage in change management activities across product, market unit and other functions to embed process and decision into day-to-day thinking.
Support the Smart Circle process from a quarter-to-quarter basis to ensure we are driving the right actions across CorSo portfolios.
Conduct maturity assessments of portfolios around process, people, and capability in portfolio management, and work with the Head of Portfolio Management, and APM leadership team, to drive change.
Provide insights and expertise to support the successful execution of the portfolio management strategy.

About the Team

The Portfolio Management team is part of Actuarial Portfolio Management (APM) Global, reporting to the Chief Underwriting Officer - CorSo. The purpose of the team is to actively support the Smart Circle and Portfolio Management initiatives, by providing portfolio insights and proactively steer management actions in delivering sustainable profit.

About You

We are looking for an ambitious, trustworthy and enthusiastic team player who is keen to progress their career as an actuary. You possess strong communication skills, demonstrating empathy and adjusting your style to meet the needs of your audience. You build networks through solid interpersonal relationships and advocate for driving change. Do you consider yourself to be a \"self-starter,\" able and willing to take initiative and implement measures in a goal-oriented manner bringing:

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A nearly qualified or qualified actuary with P&C experience (experience in portfolio and cycle management strategies is highly desirable).
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Strong analytical skills, good understanding of reporting systems, actuarial models and data management.
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Strong industry knowledge, business insight and technical skills.
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Extensive experience with data and analytical management techniques.
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Strong actuarial technical capability with the ability to both create solutions yourself, and coach others to do so.
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-Hybrid

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About Swiss Re

\n\n

Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. We cover both Property & Casualty and Life & Health. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.

If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience.

\n\n\n\nKeywords:
Reference Code: 135031 \n

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Role Summary

This product operations role manages the Product & Technology (P&T) portfolio, overseeing reporting and implementing unified processes by coordinating with product, tech leads, and stakeholders to monitor portfolio health and progress. Partnering with the Agile Center of Excellence, the role supports deploying agile tools like Jira, Confluence, and Planview, aids in driving standardized ways of working across teams, and continuously seeks process efficiencies. It demands balancing broad business acumen to advocate for change with detailed data analysis, supporting business reviews, communicating insights organization-wide, and enabling cross-functional teams to meet key priorities.

Your Day to Day

Own and manage reporting for the P&T Priority portfolio, providing regular delivery progress updates and tracking value realization.
Embed within P&T verticals to act as a business partner, managing delivery and fostering strong stakeholder relationships for organizational alignment.
Lead cross-functional sessions with senior stakeholders to address interdependencies, prioritize resources, and enable efficient delivery of priorities.
Manage multiple end-to-end delivery projects independently while identifying and implementing continuous improvements in portfolio data collection and analysis.
Support the Agile Center of Excellence in quarterly planning, demand intake, methodology adoption, and facilitate planning sessions to align business and product teams.

What We Need From You

3-6 years of progressive experience in Portfolio Management, Product Operations, and Project Management, with proven ability to lead projects independently.
Strong critical thinking, problem-solving, and strategic mindset to synthesize complex information into actionable insights.
Excellent verbal and written communication skills, adaptable to diverse audiences, with the ability to craft impactful, cohesive messages.
Experience with modern product management processes and familiarity with PPM tools like Jira, Confluence, and Planview preferred.
Proficiency in MS Office and preferred knowledge of the hospitality industry, though not required.

Location: Atlanta, GA (Hybrid – 3 days a week in office)

The salary range for this role is $58,834 to $124,000. This role is also eligible for bonus pay (as applicable). We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401K, and other benefits to employees

\nAt IHG, we’ve made a promise. As one of the world’s leading hotel groups, we’re here to deliver True Hospitality for Good. Making our guests and colleagues feel welcome, cared for, recognised and respected – wherever they are in the world. Want to be part of the journey?","hiringOrganization":{"@type":"Organization","name":"IHG","sameAs":"https://www.ihg.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"GA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":27,"item":{"@type":"JobPosting","title":"Portfolio Management Assistant","datePosted":"2025-08-13","description":"

Job Description

To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity

To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to efficiently assist the Portfolio Managers to generate revenue

To participate in all business projects with the view to meet the strategic intent of the business

Hello Future Portfolio Management Assistant

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in FNB Wealth and Investments, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

Act responsibly with work related resources in order to contribute to cost containment
Build and maintain stakeholder relationships
Support a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity
Ensure compliance, implement, and manage Management Information Systems

You will be an ideal candidate if you can:

Provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity
Ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to efficiently assist the Portfolio Managers to generate revenue
Participate in all business projects with the view to meet the strategic intent of the business

You will have access to:

Opportunities to network and collaborate
A challenging working environment
Opportunities to innovate

We can be a match if you:

Are adaptable and curious
Analyse complex data sets
Can thrive in a collaborative environment

Apply now if you are interested in taking the next step. We look forward to engaging with you!

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

20/08/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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Job Description

Purpose of the role

To support the portfolio in the delivery of successful change, by ensuring that processes and practices are aligned with relevant controls and governance standards and that all activity is aligned with the strategic objectives of the business area / organisation.

Accountabilities

Facilitate portfolio prioritisation, ensuring the portfolio is compliant with the established control framework, including oversight of controls and standards.
Support the effective governance of the portfolio, helping establish and operate effective Portfolio Governance that enables quality, data driven decision making, ensuring executive reporting is fit for purpose and timely.
Monitor portfolio performance, including tracking of programme and project progress, identification of thematic portfolio risks and issues, and reporting on portfolio status to senior management and key stakeholders.
Facilitate the management of the portfolio Book of Work, prioritisation and dependencies of change initiatives, considering factors like resource availability, stakeholder buy-in, and potential risks.
Oversight of change delivery to ensure alignment with relevant policies and standards, driving consistent, robust controls data; monitoring indicators of control adherence, acting to remediate any weaknesses in the controls; and identifying and implementing actions to drive greater maturity against key control indicators.
Review, resolve, manage and escalate portfolio risks and issues, challenging where appropriate and actively supporting the resolution of variances as necessary.
Engage and influence all stakeholders to help them to understand their responsibilities and fulfil them effectively through clear, timely communication and well facilitated portfolio management processes.
Support an environment of effective delivery by empowering portfolio management resources, utilising data led thinking to inform decisions, leverage expertise, and drive accountability and transparency.
Operate as a source of best practice guidance and expertise, to ensure consistent excellence around controls, and governance (including training) is embedded across the portfolio.

Vice President Expectations

To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
Manage and mitigate risks through assessment, in support of the control and governance agenda.
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
Adopt and include the outcomes of extensive research in problem solving processes.
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Join us at Barclays as we are seeking an experienced and dynamic Portfolio Management Office to join our transformation team within Barclays UK. This role is pivotal in supporting the delivery of successful change across the portfolio, ensuring processes and practices align with internal controls, governance standards, and strategic objectives. You will be expected to Identify and escalate risks and opportunities relating to change and financial delivery and Drive clarity on financial performance and challenge variances, ensuring accurate and timely reporting.

Success in the role will be measured by the following key skills:

Strong stakeholder engagement and communication skills – comfortable working with senior leadership and across matrixed teams.
Proven experience in managing finances within change delivery, including planning, tracking, forecasting, and reporting.
Ability to hit the ground running – you understand the pace, expectations, and processes of a large banking institution.
Working knowledge of Barclays’ internal governance, change, and financial management processes

Experience working within a financial services organisation, ideally with exposure to change and transformation program's is highly beneficial.

You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job specific technical skills.

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Description

Summary:

The Lender Finance team at Huntington Bank originates both recourse and non-recourse transactions for commercial and consumer specialty finance companies. This line of business is focused on driving growth in revenue and assets for the bank through leading newly structured transactions as well as participating in other banks’ transactions.

The Lender Finance team is seeking a talented and ambitious Portfolio Manager to join the Lender Finance Portfolio Management team. The Portfolio Management organization is responsible for working with internal partners to diligence and support underwriting new transactions and managing the existing portfolio of transactions. Portfolio Managers balance supporting the Commercial Bank’s growth while ensuring a scalable, well-managed business. In support of the senior colleagues in the Lender Finance team, Portfolio Managers may be asked to perform financial analysis and assist preparing underwriting documents in support of complex credit requests.

Duties and Responsibilities:

Review financial statements, projection models, project cash flow models and all other relevant financial and non-financial data to develop a concise focused analytical foundation for a credit decision.
Gather and analyze financial and business information to determine credit worthiness for loans and credit products, including the identification and analysis of business models, industry, cash flow, capitalization, sensitivity and risks and mitigants.
Conduct ongoing portfolio maintenance, including covenant compliance monitoring, spreading financials, risk ratings and quarterly risk reviews.
Assist in the analysis and preparation for new deals.
Conduct research using numerous resources available, distilling key themes and conclusions into concise summary form for presentation purposes.
Manage periodic fundings for transactions in your assigned portfolio and prepare tear sheets for risk reviews for the assigned portfolio.
Participate in due diligence meetings.
Perform other duties as assigned.

Basic Qualifications:

Bachelor’s degree in Finance, Accounting or Economics
5+ years of progressive experience in commercial credit analysis/portfolio management

Preferred Qualifications:

High level of professionalism.
Highly motivated with desire and ability to excel in a team or individual work environment.
Proficiency using Microsoft Word and Excel.
Strong written and verbal communication skills.
Formal credit training program a plus.
Experience with Financial Modeling considered a plus.

#LI-Hybrid

#LI-DK1

#CML

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range:

$70,000 - $140,000 Annual Salary

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

","hiringOrganization":{"@type":"Organization","name":"Huntington National Bank","sameAs":"https://www.huntington.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Gateway Center Cols Oh, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":30,"item":{"@type":"JobPosting","title":"Associate Director, Discovery Portfolio Management (Hybrid)","datePosted":"2025-08-14","description":"

Job Description

Associate Director, Discovery Portfolio Management, GPAM (P4)

Global Project and Alliance Management (GPAM) sits in the R&D organization in our Research & Development Division. The Project Managers and Alliance Managers in GPAM are core members of discovery, development, and alliance teams. Project Managers drive these cross-functional teams to deliver projects and products that improve human health and our Company's business, and Alliance Managers ensure successful collaborations with our R&D alliance partners. The GPAM Project Management Office (PMO) is responsible for the development, sustainment, and training of GPAM-owned systems, tools, and business processes as well as alignment with Finance, IT, and functional area operations groups within our Company.

Position Description/Summary

The Associate Director, Discovery Portfolio Management, is a core functional area member of Project and Leadership teams in Discovery and Early Development. Partnering with Therapeutic Area and functional area leadership, the Associate Director, Discovery Portfolio Management will help plan and execute our Company’s discovery, preclinical, translational pharmacology, development, and in-line portfolio efforts for early-stage assets. Portfolio managers are strategic partners to the Project Leads, Therapeutic Area (TA) Leads and Committee Chairs and may manage multiple cross-functional and/or cross-divisional committees.

The Associate Director, Discovery Portfolio Management, leads portfolio-level planning, governance support, annual business planning and prioritization processes to ensure that early R&D programs are aligned with broader pipeline objectives. They are expected to work cross-functionally to drive data-driven decision-making and shape the future of our Research & Development Division's early portfolio. They are also expected to contribute to ongoing business process improvement and talent development in GPAM.

Specific responsibilities may include:

Leading portfolio management activities for early-stage R&D programs (discovery through IND/Ph1) including maintaining the portfolio view for the breadth of projects within the TA, including timing and anticipated milestones, in partnership with the TA Lead and Discovery Team Leads
Contributing to, synthesizing, and articulating portfolio strategy and translating it into execution
Preparing regular reports and presentations for senior management/governance committees/leadership committees.
Capturing and communicating various metrics on the portfolio, including resources, project distribution across sites, phases of development, etc.
Providing organizational and process expertise to teams to enable navigation of discovery, development, and corporate governance and business requirements.
Collaborating effectively with functional areas, support functions, and alliance partner functions (if applicable) to facilitate project/portfolio delivery.
Managing or administrating strategic, cross-functional or cross-divisional management, governance, or alliance committees
Preparing for, facilitating, and documenting outcomes of TA leadership team meetings, ensuring meetings have clear purpose and objectives and that conflict is surfaced and resolved.
Providing mentoring, coaching, and oversight to Specialist/Senior Specialist project/Portfolio Managers working on common projects
Actively participating and completing ongoing training and personal development activities to increase leadership competency and to gain knowledge and skill in the discipline of project management and the business and science of pharmaceutical product discovery and development.
Partnering with Finance to ensure resource/budget planning and management.
Collaborating with IT and PMO colleagues to maintain portfolio tools, dashboards, and reporting systems.
Identifying and implementing best practices in portfolio management and governance, to drive process improvements and operational efficiencies.

Education Requirements:

Bachelor’s degree required; concentration in a scientific or applied discipline strongly preferred
Advanced degree preferred (MS, PhD, MBA)

Education, Experience, and Skill Requirements:

Minimum of five (5) years of experience in project or portfolio management or a related role required.
Demonstrated leadership and ethics; demonstrated ability to hold others accountable for delivery
Demonstrated ability to work effectively in a team setting, including demonstrated experience building and leading teams, committees, task forces, etc.
Strong collaboration and problem-solving skills; able to establish good working relationships with employees at all levels, resolve conflict and provide feedback, and to devise and implement creative solutions to problems
Strong communication skills, both oral and written; demonstrated ability to speak up appropriately and to raise issues to teams and management

Preferred Qualifications:

Experience in the pharmaceutical/biotechnology industry strongly preferred, specifically in the phases of discovery, preclinical and/or early development.
Project management certification (PMP), Portfolio management certification (PfMP) and/or formal coursework/training in project or portfolio management

Travel:

5-10% of the time

#eligibleforERP

VETJOBS

GPAMjobs

Current Employees apply HERE

Current Contingent Workers apply HERE

US and Puerto Rico Residents Only:

Our company is committed to inclusion, ensuring that candidates can engage in a hiring process that exhibits their true capabilities. Please click here if you need an accommodation during the application or hiring process.

As an Equal Employment Opportunity Employer, we provide equal opportunities to all employees and applicants for employment and prohibit discrimination on the basis of race, color, age, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or other applicable legally protected characteristics. As a federal contractor, we comply with all affirmative action requirements for protected veterans and individuals with disabilities. For more information about personal rights under the U.S. Equal Opportunity Employment laws, visit:

EEOC Know Your Rights

EEOC GINA Supplement

We are proud to be a company that embraces the value of bringing together, talented, and committed people with diverse experiences, perspectives, skills and backgrounds. The fastest way to breakthrough innovation is when people with diverse ideas, broad experiences, backgrounds, and skills come together in an inclusive environment. We encourage our colleagues to respectfully challenge one another’s thinking and approach problems collectively.

Learn more about your rights, including under California, Colorado and other US State Acts

U.S. Hybrid Work Model

Effective September 5, 2023, employees in office-based positions in the U.S. will be working a Hybrid work consisting of three total days on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence.This Hybrid work model does not apply to, and daily in-person attendance is required for, field-based positions; facility-based, manufacturing-based, or research-based positions where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance also does not apply to roles that have been designated as “remote”.

The salary range for this role is

$139,600.00 - $219,700.00

This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. An employee’s position within the salary range will be based on several factors including, but not limited to relevant education, qualifications, certifications, experience, skills, geographic location, government requirements, and business or organizational needs.

The successful candidate will be eligible for annual bonus and long-term incentive, if applicable.

We offer a comprehensive package of benefits. Available benefits include medical, dental, vision healthcare and other insurance benefits (for employee and family), retirement benefits, including 401(k), paid holidays, vacation, and compassionate and sick days. More information about benefits is available at https://jobs.merck.com/us/en/compensation-and-benefits.

You can apply for this role through https://jobs.merck.com/us/en (or via the Workday Jobs Hub if you are a current employee). The application deadline for this position is stated on this posting.

San Francisco Residents Only: We will consider qualified applicants with arrest and conviction records for employment in compliance with the San Francisco Fair Chance Ordinance

Los Angeles Residents Only: We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance

Search Firm Representatives Please Read Carefully
Merck & Co., Inc., Rahway, NJ, USA, also known as Merck Sharp & Dohme LLC, Rahway, NJ, USA, does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for this position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Employee Status:

Regular

Relocation:

No relocation

VISA Sponsorship:

Travel Requirements:

10%

Flexible Work Arrangements:

Hybrid

Shift:

Not Indicated

Valid Driving License:

Hazardous Material(s):

n/a

Required Skills:

Adaptability, Adaptability, Biopharmaceutical Industry, Business Management, Business Planning, Business Planning and Control System (BPCS), Business Processes, Business Process Improvements, Business Process Management (BPM), Change Management, Clinical Research, Corporate Governance, Cross-Functional Team Leadership, Dashboard Reporting, Data Analysis, Data-Driven Decision Making, Drug Development, Management Process, Multiple Therapeutic Areas, Portfolio Management, Process Optimization, Project Management, Project Portfolio Management (PPM), Publications Management, Regulatory Compliance {+ 5 more}

Preferred Skills:

Job Posting End Date:

08/22/2025

*A job posting is effective until 11:59:59PM on the day BEFORE the listed job posting end date. Please ensure you apply to a job posting no later than the day BEFORE the job posting end date.

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Do you want your voice heard and your actions to count?

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Job Summary:

The Entertainment Finance Group (EF) structures and underwrites loan facilities for a variety of businesses who are in the entertainment industry. As an experienced corporate finance professional, you will be part of the Portfolio Management Group (PMG) team supporting the EF lending business. Critical functions of this position include assessing risk factors associated with a credit and determining appropriate ratings based on established policies and guidelines. You will be responsible for active credit management of a designated portfolio utilizing solid credit and analytical skills, providing continuous oversight of portfolio names, monitoring for potential risk and regulatory rating changes and proactively identifying credit deterioration with the goal of maximizing net income and reducing credit costs.

You as a Credit Risk Manager in PMG will be responsible for the implementation of the credit risk management function within GCIB (Global Corporate & Investment Bank) and more specifically the Entertainment Finance Industry Vertical.

Entertainment Finance is a dynamic and fast-paced industry with a variety of tasks and time sensitive deadlines. The ideal candidate will need to be well organized and able to manage multiple priorities effectively. While the role is demanding, it offers a highly rewarding experience for those who thrive in an energetic and engaging environment.

Responsibilities:

Evaluate prospects and analyzes structure of complex financing transactions for new and existing clients in the Entertainment Finance industry vertical
Prepare cash flow projections and model out debt repayment capacity of borrowers in order to assess the strength of the primary sources of repayment
Properly articulate and support external regulatory ratings and provide detailed, objective, timebound and measurable triggers for upgrades (if non-pass) and downgrades
Either as the deal team leader or member, underwrite new bank debt transactions according to established policies and guidelines for non-investment grade clients and prospects
Manage a portfolio of corporate and special purpose entity clients, including periodic reviews and communication of account information across various constituencies throughout the organization
Review loan documentation in coordination with both in-house and outside counsel and collaborate with MUFG middle and back-office personnel, to facilitate the closing of transactions by prescribed deadlines
Coordinate the deal process with credit partners in CDA (Credit Division of the Americas), relationship managers in GRM (Global Relationship Management), and various product partners
Train and guide the junior members of the team

Active portfolio management of designated customers:

Responsible for the management of a portfolio
Perform due diligence and regularly scheduled reviews
Analyze credit risk of the designated portfolio, determine accurate ratings and make recommendations of accurate and timely ratings to management
Prepare detailed credit analysis and credit applications in accordance with MUFG’s Credit Application Operating Manual, Entertainment Finance’s underwriting guidelines, Credit Rules for Overseas Offices and company's Procedure Manual, evaluating the borrower’s industry/business/legal/financial risks and recommending extensions of credit to management
Coordinate and communicate critical account information independently and directly to various related parties throughout the bank, business line, product groups and CDA
Maintain direct communication with assigned customers

Deal Support:

Work with business lines/product groups to identify prospective transactions
Identify structural risks in prospective transactions and recommend/enhance structuring of deals and covenant in line with policies and procedures
Advise internal stakeholders on credit risk issues/terms and conditions to create a best possible deal with a goal of maximizing profit and minimizing credit cost
Directly and independently communicate with CDA and ensure it is provided with all related information/analysis pertinent to making a decision with little support from management

Policy Compliance:

Ensure compliance with external regulatory/internal policy and procedural requirements including participation in preparing for and assisting in internal and external portfolio examinations to ensure satisfactory ratings
Participate in ad-hoc policy meetings to enhance organization wide credit risk framework

Support and mentor junior analysts in credit risk management process:

Guide, train and support junior analysis in completing complex assignments
Study, develop and enhance analytical skills of the team through close communication

Skills & Experience:

Bachelor’s degree, a CFA is an asset, an MBA and/or degree in Finance, Accounting, or Economics preferred but not required
5+ years of corporate lending experience, corporate Entertainment lending experience preferred
Strong credit and extensive financial modeling skills including cash flow (sensitivity analysis to create acceptable base and downside cases) and detailed EBITDA reconciliations
Knowledge of standard bank products including loans, letters of credit, derivatives, foreign exchange, securitization and leasing
Strong written, verbal and interpersonal skills
The ability to manage multiple priorities
Effective communication skills and ability to work with senior credit officers, business partners, and clients
Completion of formal credit training program is a decisive asset

Applying above qualifications towards being able to independently prepare comprehensive, objective, clearly written and properly risk based credit application packages for new transactions, refinancings, amendments, recurring reviews (annual, semi-annual and quarterly) and ensure inclusion of all necessary memo requirements and ancillary reporting (proper ratings, accurate spreads, appropriate models, etc.) in adherence to internal policies, with limited errors or rewrites, is crucial for success in this position.

Compensation & Benefits:

The typical base pay range for this role is $170k - $200k depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

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Position Summary

EMPLOYER: Vista Equity Partners Management, LLC

TITLE: Associate, Credit

DUTIES: Direct involvement in investment and portfolio management processes and decision making. Evaluate and execute on investment opportunities in the software & technology industry. Conduct due diligence and develop detailed operating and financial models. Develop investment theses around new investment opportunities. Portfolio management responsibilities covering existing Vista Credit investments. Hybrid work from home allowed one (1) day a week.

Responsibilities

SCHEDULE: 40 hours per week, Monday through Friday

SALARY: $140,000 - $160,000 per year

LOCATION: Vista Equity Partners Management, LLC, 50 Hudson Yards, Floor 76, New York, NY 10001

REQUIREMENTS: Bachelor’s degree in Finance, Mathematics or closely related field of study and three (3) years of experience as a Financial Associate, Credit Associate or other related role where required experience gained.

Qualifications

SPECIAL SKILLS: Also requires experience in the following:

3 years of experience in Finance, Private Equity, Equity Research, or Investment Banking industry;
Experience developing detailed operating and financial models including income statements, balance sheets, and cash flow statements;
Experience developing investment theses following thorough diligence and analysis;
Experience conducting business and financial due diligence on investment opportunities; and
Portfolio management.

Company Overview

BENEFITS: Vista offers a comprehensive and competitive benefits package designed to support the health, well-being, and financial security of our employees and their families. Our offerings include medical, dental, and vision coverage, flexible paid time off, retirement savings with company match, wellness and mental health resources, family planning support, and access to legal and financial assistance.

CONTACT: Send resume to vistarecruiting@vistaequitypartners.com. Please include Ref #61TD, job title and location.

","hiringOrganization":{"@type":"Organization","name":"Vista Equity Partners","sameAs":"https://www.vistaequitypartners.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York, NY, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":33,"item":{"@type":"JobPosting","title":"Credit Portfolio Management Group (PMG)– Energy Banking Finance - Analyst - Houston","datePosted":"2025-07-15","description":"

Do you want your voice heard and your actions to count?

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Overall Purpose of Job:

Support Portfolio Management in the handling of credit coverage for non-investment grade corporate, leverage finance, and sponsor-backed clients in our Energy Finance vertical, which includes upstream (inclusive of reserve-based lending), downstream and midstream clients.

The Analyst will be a corporate finance professional, supporting investment and non-investment grade, leverage finance, and sponsor-based clients across the Energy Finance vertical lending business. The position involves the critical functions of assessing risk factors associated with a credit and determining the appropriate rating based on established policies and guidelines. Responsibilities will include supporting the active credit management of a designated portfolio utilizing solid credit and analytical skills. Provide continuous oversight of portfolio names, monitoring for potential upgrading, down-grading downgrading & credit deterioration with the goal of maximizing net income and reducing credit costs.

Responsibilities:

Support the management of the Energy Finance industry vertical corporate loan portfolio
Perform due diligence and regularly scheduled evaluation of loan portfolio
Support preparation of detailed credit analyses and required credit application according to policy, including evaluation of corporate, regulatory and industry risk, historical operating performance, projected operating performance and capital structure
Modeling skills required for both credit application process and quarterly credit watch presentations
Responsible for the coordination and communication of account information across various constituencies throughout the organization
Responsible for knowledge of country/risk factors on a macro level
Responsible for knowledge of the energy industry and all current events in assigned portfolio utilizing internal and external sources
Oversight of covenants compliance database and facility closing due diligence, including documentation
Attend Relationship Manager customer meetings, when appropriate
Special projects, as assigned

Advanced Credit/Underwriting Solutions:

Work within deal team environment (with Global Relationship Management, Syndications & MUFG Securities) supporting Senior Portfolio Managers (PMs) in the development and analysis of financing structures/strategies to support/identify capital markets and corporate liability management opportunities
Prescreen proposed transactions to identify critical structural issues and risks, balancing institutional policy with business development needs
Understand and maintain base industry knowledge of industries represented in portfolio, including technical aspects, regulatory issues and unique credit product activity
Participate in client and bank meetings as necessary

Policy and Deal Advocacy:

Supporting the Senior PM, communicate and negotiate with credit division for transaction approval, including final hold level strategies to ensure alignment of risk strategy and policy
Evaluate and establish appropriate ratings for transactions and correlate appropriate exposure level with regard to exposure on both a transaction and group level
Ensure compliance with policy and regulatory requirements

Requirements:

A Bachelor degree, with an MBA, CPA, or CFA Level 1, 2 or 3 is preferred
A minimum of 1 year of experience in a related role
Solid credit & analytical background
Strong financial spreading/modeling skills
Completion of formal credit-training program at a money center bank is preferred
Strong written, verbal and interpersonal skills
Proficient computer skills in Microsoft Word, Excel, and PowerPoint
Able to work independently and under pressure

The typical base pay range for this role is between $95-110K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

","hiringOrganization":{"@type":"Organization","name":"MUFG","sameAs":"https://www.bk.mufg.jp/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Houston Office - 1100 Louisiana Street, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":34,"item":{"@type":"JobPosting","title":"Vice President ― Credit Underwriting and Portfolio Management ― Global Subsidiary Banking","datePosted":"2025-08-15","description":"

Do you want your voice heard and your actions to count?

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Job Summary:

We're seeking a Credit Vice President who will be part of our growing Portfolio Management Group. You will focus on underwriting and portfolio management within Global Subsidiary Banking.

As a Vice President, you will be responsible for active credit management of a designated portfolio utilizing solid credit and analytical skills, providing continuous oversight of portfolio names, monitoring for potential risk and regulatory rating changes, and proactively identifying credit deterioration with the goal of maximizing net income and reducing credit costs.

Responsibilities:

Evaluate prospects and analyze structure of various financing transactions for new and existing clients within the Global Subsidiary Banking vertical.
Underwrite new bank debt transactions according to established policies and guidelines for both investment grade and non-investment grade clients and prospects.
Manage a portfolio of corporate clients, including periodic reviews and communication of account information across various constituencies throughout the organization.
Prepare cash flow projections to assess the debt repayment capacity of borrowers.
Review loan documentation and facilitate the closing of transactions.
Coordinate the deal process with credit partners, relationship managers, and various product partners.
Train and guide the junior members of the team.
Attend Relationship Manager customer meetings when appropriate.
Participate in special projects as assigned.

Active portfolio management of designated customers:

Responsible for the management of a portfolio in the Global Subsidiary Banking vertical.
Perform due diligence and regularly scheduled reviews.
Analyze credit risk of the designated portfolio, determine internal and regulatory ratings, and make recommendations of accurate and timely ratings to management.
Prepare detailed credit analysis and credit applications in accordance with standards, procedures, credit rules, and operating manual, evaluating the borrower’s industry/business/legal/financial risks and recommending extensions of credit to management.
Evaluate and establish appropriate internal and regulatory ratings for transactions.
Coordinate and communicate critical account information independently and directly to various related parties throughout the bank, business line, product groups, and credit divisions.
Maintain direct communication with assigned customers.
Ensure compliance with policy and regulatory requirements (e.g., ACR, AOA, FSA, OCC, and FRB).

Deal Support:

Work with business lines/product groups to identify prospective transactions.
Identify structural risks and mitigants in prospective transactions and recommend/enhance structuring of deals and covenant in line with standards and procedures.
Advise relationship managers on credit risk issues/terms and conditions to create the best possible deal with a goal of maximizing profit and minimizing credit cost.
Directly and independently communicate with credit divisions and ensure it is provided with all related information/analysis pertinent to making a decision with little support from management.

Policy Compliance:

Ensure compliance with external regulatory/internal policy and procedural requirements.
Participate in ad-hoc policy meetings to enhance organization wide credit risk framework.

Support and mentor junior analysts in credit risk management process:

Train, support, and guide junior analysts in completing deliverables as assigned by Team Leader.
Study, develop, and enhance analytical skills of the team through close communication.

Skills & Experience:

Bachelor’s degree in finance, accounting, business, or economics (CFA and/or MBA is a plus).
Completion of formal credit-training program at a money center bank is a decisive asset.
5+ years of experience within a financial institution (analyzing corporate clients' risk and credit profiles), accounting firm, or rating agency.
Strong credit skills and extensive modeling skills.
Knowledge of standard bank products including loans, letters of credit, derivatives, foreign exchange, supply chain, securitization, and leasing.
Strong written, verbal, and interpersonal skills.
Korean language skills a plus.
Effective communication skills and ability to work with senior credit officers, business partners, and clients.
Able to work independently, demonstrate strong time management skills, and manage multiple assignments simultaneously.
Microsoft Word, Excel, and PowerPoint proficiency.

Compensation & Benefits:

The typical base pay range for this role is between $170k - $190k depending on level, job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

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Your Business

Business Bank (BB) offer a wide range of services and solutions to our small to medium enterprise customers and our regional and agribusiness customers.

Your Team

Small Business Banking Broker is primarily responsible for the origination and retention of new to bank and existing clients. Clients are sourced from accredited intermediaries and Small Business Banking Broker facilitates and supports relationships nationally.

Your Responsibilities

In your role as a Relationship Executive – Portfolio Management in Queensland, you will be responsible for:

Managing a portfolio of Small Business clients with Business Lending up to $3M, with a focus on growth and retention, delivering on CBA’s purpose to Build a brighter future for all.
Actively pursuing the identification of opportunities to assist clients meet their day to day financial needs and medium-term goals by gaining an in depth understanding of client needs and providing them with solutions.
Engaging clients in the course of facility documentation to ensure relationship continuity is delivered in the client’s timeframe and satisfies their financial needs.
Engaging and collaborating with specialists to deliver the most appropriate tailored financial solutions.
Maintaining a close relationship with Risk Management, promoting an in depth understanding of the client, industry and transaction specifics to maximise efficiency in the lending and relationship management process.
Strong management of Risk responsibilities including portfolio compliance obligations such as Annual Reviews, Facility Maturities and arrears monitoring.
Building a network of local internal and external contacts to assist the origination of new business, new clients and the gathering of competitive intelligence.

Your Skills and Experience

Extensive experience in managing a client portfolio with proven business originations outcomes.
Demonstrated knowledge of bank products and financial services products and services
Experience in a sales or relationship management role in Business Banking or Corporate banking is desirable
Numerical / analytical ability and accuracy
Tertiary qualifications in commerce, business or related field are desirable

Advertising End Date: 01/08/2025","hiringOrganization":{"@type":"Organization","name":"Commonwealth Bank","sameAs":"https://www.commbank.com.au/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Brisbane City, QLD - 180 Ann Street, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":36,"item":{"@type":"JobPosting","title":"Head, Portfolio Management, Marketing","datePosted":"2025-07-21","description":"

If you are looking to excel and make a difference, take a closer look at us…

Job Responsibilities

Develop, drive and measure Customer experience metrics and develop strategic plans to elevate Customer Experience in TB;
Define and measure Transaction Banking’s quality assurance;
Champion a data-driven approach customer centric approach throughout TB, by leading or collaborating on cross-functional projects and partnerships, fostering adoption of the Customer Experience (“CE”) insights to make informed customer focused decisions and drive excellent customer experience;
Collaborate with business partners to find opportunities, align on requirements, and take prioritization decisions;
Develop and execute the Marketing / Commercialisation plan to facilitate improvement of product utilization and enhancements in profitability/ Returns on investments vis a vis risk taking activities.

Quality Assurance

Acting as the main point of contact on all issues related to service quality for TB.
Develop standardized Quality Assessment methods, benchmarks and data standards for quality measurements and monitoring across all customer touchpoints and operations. This includes creation of Quality Risk Management systemic process to ensure that risks are adequately controlled in accordance with current requirements and review of quality control/assurance tests on a periodic basis
Interface with all stakeholders to discuss and decide on impact due to control/service failures, new/changed regulations/ policies /guidelines/standards including modification of checklists and/or SOPs. Build Quality Control processes by expanding data validation or analytics to monitor impact.
Recommend and work with relevant stakeholders on strategic initiatives / process improvements based on strategic data insights at the various customer touch points to elevate customer experience.
Ensure appropriate investigation of discrepancies, errors, complaints, failures or adverse events requiring documented review and action (if necessary, interrupting processes with material impact to be quarantined or placed on hold until matters are resolved).
Ensure periodic (Daily / weekly / monthly) reports are generated covering all quality related metrics.

Marketing

Collaborate with product owners to develop, drive and execute the marketing / partnership / commercialisation plan within the agreed timeline and budget in order to achieve business objectives and targets. Facilitate onboarding of new partners, develop and manage partnership performance and relationship, if necessary.
Monitor industry trends, initiatives and stay up-to-date on competitors and market conditions.
Support development of TB’s portfolio capabilities via campaign implementation to support new client acquisition and improve engagement of existing clients.
Measure marketing campaign effectiveness by tracking the campaign key performance indicators and assessing the campaign’s impact in achieving the business objectives / targets.
Manage and deliver marketing events including roadshows, or any other networking events

MIS, Reporting & Business Analytics

Responsible to ensure the delivery and accuracy of all Transaction Banking (covering Trade Management, Cash Management and Digital Channels) performance, regulatory and management reports / slides.
Key liaison person for regular / ad-hoc Transaction Banking related information / data request received from internal and external stakeholders. To work with other MIS stakeholders to extract and validate the data requested, where necessary.
Identify and lead areas for improvement and propose workaround or solutions to existing reports / dashboards for more effective data management
Involved in the budget process for Transaction Banking i.e. preparation of new Financial Year budget, KRA tracking and also the monthly budget run-rate performance tracking
Analyse transaction banking related data (including but not limited to P&L, balance sheet, throughout velocity related data from the business segment, portfolio / channel and customer level) to identify trends, patterns, areas for improvement, opportunities and insights to support business growth and development plans.

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

","hiringOrganization":{"@type":"Organization","name":"Hong Leong Bank Berhad","sameAs":"https://www.hlb.com.my/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"HLT-Hong Leong Tower, Malaysia","addressCountry":"Malaysia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":37,"item":{"@type":"JobPosting","title":"Relationship Executive Portfolio Management","datePosted":"2025-07-21","description":"

Relationship Executive - Portfolio Management

Your Business

Business Bank (BB) offer a wide range of services and solutions to our small to medium enterprise customers and our regional and agribusiness customers.

Your Team

Small Business Banking VIC/TAS is primarily responsible for the origination and retention of new to bank and existing clients. Clients are sourced from accredited intermediaries and Small Business Banking VIC/TAS facilitates and supports relationships nationally.

Your Responsibilities

In your role as a Relationship Executive – Portfolio Management in VIC/TAS, you will be responsible for:

Managing a portfolio of Small Business clients with a focus on growth and retention, delivering on CBA’s purpose to Build a brighter future for all.
Proactively identifying opportunities to assist clients in meeting their day-to-day financial needs and medium-term goals, by gaining an in depth understanding of their business and financial position.
Actively pursuing the identification of opportunities to assist clients meet their day to day financial needs and medium-term goals by gaining an in depth understanding of client needs and providing them with solutions.
Engaging with clients in the course of facility documentation and onboarding, to ensure transaction delivery within the client’s timeframe and financial needs.
Engaging and collaborating with specialists to deliver the most appropriate tailored financial solutions.
Maintaining a close relationship with Risk Management, promoting an in depth understanding of the client, industry and transaction specifics to maximise efficiency in the lending and relationship management process.
Building a network of local internal and external contacts to assist the origination of new business, new clients and the gathering of competitive intelligence.

Your Skills and Experience

Extensive experience in managing a client portfolio with proven business originations outcomes.
Demonstrated knowledge of bank products and financial services products and services
Experience in a sales or relationship management role in Business Banking or Corporate banking is desirable
Numerical / analytical ability and accuracy
Tertiary qualifications in commerce, business or related field are desirable

Advertising End Date: 20/08/2025","hiringOrganization":{"@type":"Organization","name":"Commonwealth Bank","sameAs":"https://www.commbank.com.au/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Docklands, VIC - 727 Collins Street - Tower 1, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":38,"item":{"@type":"JobPosting","title":"Enterprise Portfolio Management Expert","datePosted":"2025-07-21","description":"

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.

Job Description

The Enterprise Portfolio Management Expert role is responsible for delivering a key HR Product Portfolio in partnership with key HR and technology partners. The ideal candidate will use strong business and technical knowledge along with deep leadership skills to deliver a key HR portfolio of projects. They will do this by owning initiative intake, quarterly planning, prioritization and delivery through status reporting, issue escalation and go to market activities. Additionally, the Portfolio Manager will manage key initiatives end to end and manage the performance and results of the portfolio including ensuring key HR and team OKRs are incorporated into the portfolio as well.

Key Responsibilities

Define and manage the full portfolio for their respective product suites including publishing and owning roadmaps of planned initiatives and go to market activities.

Lead quarterly planning exercises to ensure planned work is defined and ready to begin.

Leads and assists intake activities for new strategic initiatives, including cost benefit and/or resource analysis for identified project and/or programs.

Accountable for 1-N prioritization across the Portfolio as an input to the HR-wide prioritization.

Ensures all projects in the portfolio are proceeding according to plans and timelines, meeting targets and expectations, and adhering to established operating parameters; negotiates changes in project resources, scope, and prioritization as necessary to achieve objectives and timelines.

Oversight and POC for go to market activities for outcomes without an assigned PM.

Act as the first escalation point for issues/blockers on active epics.

Develops relationships of trust with all key stakeholders; partners effectively within AOR and with other AORs, business units and engineering partners to deliver results.

Provides input on staffing needs, talent development, performance management, and succession planning for their portfolio to both senior leadership team and mid-level managers.

Education

4 year Bachelors Degree (Preferred)

Experience

10 or more years of experience (Preferred)

Supervisory Responsibilities

This job does not have direct supervisory duties.

Functional Skills

Skilled in using data and analytics to inform prioritization, performance monitoring, and reporting.
Strong capability in managing large, cross-functional HR and technology portfolios from intake through delivery.
Proficiency in Agile methodologies, including Agile Portfolio Management
Skilled in using data and analytics to inform prioritization, performance monitoring, and reporting.
Skills in organizational change management and preparing HR and business teams for adoption of new tools, processes, or programs.

Skills

Change Management, Data Analytics, HR Project Management, Leading Project Teams, Project Communications Management, Project Delivery, Project Implementations, Project Management Life Cycle (PMLC), Project Planning, Risk Management, Stakeholder Relationship Management, Workday HCM

Compensation

Compensation offered for this role is $95,700.00 - 170,925.00 annually and is based on experience and qualifications.

The candidate(s) offered this position will be required to submit to a background investigation.

Allstate generally does not sponsor individuals for employment-based visas for this position.

Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.

To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs

To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.

It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.

","hiringOrganization":{"@type":"Organization","name":"Allstate","sameAs":"https://www.allstate.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"USA - IL (Remote), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":39,"item":{"@type":"JobPosting","title":"Senior Manager, Portfolio Management","datePosted":"2025-07-15","description":"

Are you a commercial expert with a passion for client relationships and business growth? Join GoGlobal as a Portfolio Manager covering the United States and Canada markets, where you will own and grow client’s portfolio and drive business development.

Roles & Responsibilities:

Develop and grow your portfolio by leveraging your network to source leads, secure new clients and expand existing relationships.
Act as a Subject Matter Expert in international expansion, providing pre-sales support and helping to close deals alongside our sales team.
Maintain strong client relationships, ensure service excellence and acting as the primary point of contact for key accounts.
Drive portfolio profitability through effective P&L management including revenue growth, cost control and risk mitigation.
Identify upselling and cross-selling opportunities across GoGlobal’s service lines.
Proactively resolve client issues, ensuring high client satisfaction and retention.
Collaborate with internal teams to ensure seamless service delivery throughout the portfolio lifecycle.
Provide regular management reporting on portfolio performance, client opportunities and potential risks.
Act as an entrepreneurial leader – balancing growth initiatives with operational excellence, always thinking like a business owner.

Requirements

What We’re Looking For

Proven experience in portfolio or account management, business development, or client services, ideally within international expansion, legal, tax or consulting fields.
Strong commercial acumen with a track record of generating revenue and managing client relationships across the US and Canada.
Excellent communication in English, problem solving and organisational skills.

Why Join Us

Be a key leader in a growing, international company.
Drive impactful strategies and expand market presence.
Work in a fully remote and international environment with a dynamic, high-performing team.
Competitive compensation and performance-based incentives.

ABOUT US

GoGlobal is the leading professional services company to guide, establish and manage global operations with compliance and confidence. We bring the human touch to entering new markets and consolidating vendors through a single point of management. With a presence in over 140 countries on six continents and growing, we make running a global business easy.

Business & Corporate Services provided:

Entity Solutions: Entity establishment, Corporate secretarial & directorship services, Domicile services, Dormancy/Liquidation
HR Solutions: Global recruitment, Employer of Record (EOR), Agent of Record (AOR), Global benefits, Global payroll, International HR Consulting
Finance Solutions: Accounting & Tax

For more information, please visit GoGlobal.com

OVERVIEW

We Measure Success by Results, Not Hours Worked

No timesheets.

At GoGlobal, we give you the autonomy to make decisions that create real impact. We prioritize results over hours worked, focusing on quality of outcomes rather than tracking time.

As a privately owned company, we are free from the pressures of venture capital or private equity investors demanding exponential growth in unreasonable time frames.

Sometimes, things just take time to do well. In our business, delivering great results is a process - and we're committed to doing it right.

We are not for sale. We believe that financial success is a natural outcome of our work, not the primary goal. Unlike many investors who view money as a goal, our focus is on long-term growth and sustainable success.

We are a global team, built for those who want to go further. Here's what your career at GoGlobal looks like:

A company small enough for your voice to be heard meaningfully, yet large enough to make a global impact
Collaborating with a diverse, global and supportive team
Built for the long-haul - no VC or PE pressure, just a focus on sustainable growth

WHY WE ARE DIFFERENT

We Make Growing Your Career Possible

We operate with the benefits of a partnership without the complexities of a partnership. Our hybrid partnership-corporate model offers all employees the opportunity to become a partner, while maintaining a streamlined corporate structure so that decisions are made quickly

We do not offer equity plans. As we are not for sale and are not chasing an exit, \"stock options\" hold little value in our business model. Instead, we provide opportunities for outstanding employees to make partner and share in the profits. We believe it's better to build lasting value than to chase a one-time payout

We prioritize organic and sustainable growth. Expanding operations quickly by way of mergers and acquisitions might seem appealing, but the reality is integrating diverse cultures can be challenging. We're proud of our own culture and prefer to grow it our way

We're global. We offer career opportunities across the world-whether it's new job roles or international locations

English is our official language, but for many, it's our second language. We embrace this and find it rewarding communicating with colleagues from all over the world

We are not a family. We operate more like a high-performing sports team where each individual's contribution is crucial to our collective success

We keep things simple and collaborative. Our structure makes it easy for teams to work together across borders so we can serve our clients with global needs more effectively. Unlike big, siloed companies, we work seamlessly to handle international deals without the headaches of territorial ownership

We believe in transparency and trust. Every month, we share our financials with the team so everyone knows where we stand and what's coming next. It's all about open communication, building trust and empowering every individual to be part of our journey. We don't tell you what to think - we provide the information you need to make your own informed decisions

We believe flexibility drives success. Our company is built on trust, and that's why we embrace fully remote work, and hybrid options in some countries. Forget rigid office routines - it's old school! This flexibility fuels productivity, strengthens our workforce, and ensures we remain agile in a fast-changing world.

Ready to take the next step in your career with us? Apply now!

**Kindly review the provided privacy notice (LINK) to gain a comprehensive understanding of our policies and practices governing the treatment of your Personal Data.

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Company Description

Flexible work options
12-month contract
Collaborative team with supportive leadership
Sydney CBD office with onsite gym

Why join us?

Welcome to TAL. As a leading life insurer, we’ve been protecting Australians for over 150 years. Backed by Dai-ichi Life, we're driven by big ambitions and empower to create better products and services.

Together with our Partners, we’re helping millions of Australians live a life filled with choices, options, and freedoms. See the direct impact you make delivering support and financial security with care and expertise. Grow beyond expectations with diverse roles, global connections, and exclusive learning opportunities.

Work with passionate, bright and capable colleagues. Feel inspired by supportive leaders. Collaborate with heart, where flexibility, wellbeing and inclusivity is valued. Together, we're reimagining insurance.

So, bring a curious mind and an ambition to help us become the progressive, digitally enabled leading insurer.

Job Description

Join our dynamic Portfolio Management team, a key part of TAL’s Group Life and Retirement business unit. We oversee operations across Industry Fund, Master Trust, and corporate market segments, ensuring seamless policy administration and reinsurance treaty setup.

As a Senior Portfolio Management Analyst, you’ll play a pivotal role in managing the day-to-day processing of gross and reinsurance premiums. You’ll also lead month-end activities and contribute to strategic initiatives focused on automating and enhancing core processes.

In this role you will:

Conduct analysis of premiums to ensure that validity of the premium received and review against the underlying terms and conditions
Calculate reinsurance premiums and prepare relevant reports in line with reinsurance arrangements for each client
Prepare month-end journals, reports, and reconciliations relating to the Group Life business and work with the Finance team on queries
Calculate monthly Group stamp duty liabilities and provide stamp duty related data and information for tender and rerate as required
Provide timely and accurate data and insights to help the Commercial Operations Manager with informed decision-making

Qualifications

Tertiary qualification in Accounting, Commerce, or Actuarial
Experience working within the financial services industry
Solid foundation and technical knowledge of Microsoft Excel
Good analytical, problem-solving skills and documentation skills
Sound organisational skills and ability to perform required tasks on a timely basis with minimal supervision

Additional Information

TAL is one of Australia’s leading life insurers, committed to inclusion, and supporting the career growth of our diverse workforce. We’re proud to be:

An Inclusive Employer – Recognised as Employer of Choice for Gender Equality by the Workplace Gender Equality Agency and Bronze Tier Status within the Australian Workplace Equality Index
Diversity Champions – Member of Diversity Council Australia, Australian Disability Network, Pride in Diversity and Champions of Change
Reconciliation Advocates – Read our Innovate Reconciliation Action Plan.
We welcome applications from people with diverse experiences, perspectives and backgrounds including Aboriginal and Torres Strait Islander people, caregivers, individuals living with disabilities, people from culturally diverse backgrounds and the LGBTIQ+ community.
Need adjustments during the recruitment process? Let our team know by getting in touch with us here.—we’re here to support you.

You’re always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And you value working together to find the best solutions for problems. 

As part of the recruitment process, there are several checks which may be conducted to demonstrate your eligibility for a role at TAL including Criminal History, Bankruptcy, Entitlement to Work, Regulatory and Reference Checks.

#LI-Hybrid 

Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyone’s responsibility.

If you are already a TAL employee please apply via the SmartRecruiters button in Workday and navigate to the Employee Portal. This is important to ensure that your application is recorded accurately.

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Application Deadline:

08/28/2025

Address:

100 King Street West

Job Family Group:

Finance & Accounting

We are seeking a candidate proficient in Python, with additional experience in VBA, PowerBI, and/or Git, to join our team as a developer for business applications. This role offers an exciting chance to utilize your technical expertise in the banking and Treasury sector. As part of the treasury team, you will play a key role in managing a portfolio of risks on a daily basis, providing firsthand exposure to the workings of risk management in the front line. Join us and make a tangible impact in the dynamic world of finance.

Supports the short- and long-term management of the Bank’s structural balance sheet and supplemental liquidity portfolio. Executes a management framework that optimizes structural market risk exposures due to interest rate and foreign exchange changes over both the short- and long-term. Develops cost-effective hedging strategies that optimize risk-return. Maintains knowledge of regulatory requirements and developments, monitors risk, and identifies and corrects possible gaps and weaknesses. Identifies and recommends actions based on market trends and regulatory developments.

Acts as a trusted advisor to assigned business/group.
Collaborates with stakeholders to advise on management of interest rate, funding, and foreign exchange implications relating to funding and/or new product initiatives.
Influences and negotiates to achieve business objectives.
Recommends strategies for structural market risk positioning, hedging, and supplemental portfolio management based on analysis of issues and implications for the business.
Assists in the development of strategic plans.
Identifies emerging issues and trends in the market environment and market risk; recommends changes to strategies, programs , and plans to mitigate emerging risks.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Breaks down strategic problems, and analyses data and information to provide balance sheet management related insights and recommendations.
Monitors and tracks balance sheet performance / structural drivers’ performance, and addresses any issues.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
Leads in the design, implementation and management of core business/group processes.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Collaborates with internal and external stakeholders to deliver on business objectives.
Supports development of corporate standards, operating principles, and guidelines in conjunction with market risk, business, and finance stakeholders.
Analyzes data and information to provide insights and recommendations.
Monitors market and regulatory developments to assess impacts to strategies, programs, and plans.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Supports the design and implementation of specialized risk management technologies to improve processes, enhance analysis, and/or streamline reporting (e.g. daily risk capture, mismatch and basis risk analytics, and management).
Participates in the design, implementation, and management of core business/group processes.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically 5-7 years of relevant experience or an equivalent combination of education and experience.
Post secondary Accounting, Finance, Mathematics or related degree.
Finance / business experience with risk management and working knowledge of derivatives preferred.
Exposure to one or more of the following: risk management, financial market instruments, trading and derivative operations, risk systems, hedge accounting, risk management related to asset liability / treasury.
Experience in financial modelling including statistics, risk, or other quantitative metrics.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Salary:

$82,800.00 - $154,800.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

The role will develop and implement marketing activities and value-added services for driving strategic partnerships to strengthen customer propositions. This role requires a sound experience in marketing campaigns, strong relationship-building skills and a proven track record in partnership management.

Job Responsibilities:

Manage strategic partnerships with external value-added service providers to deepen customer engagement and enrich our propositions. Negotiate partnership agreements and manage ongoing partner relationships.
Work closely with strategic partners and internal stakeholders to develop and execute joint marketing and business development initiatives.
Be the focal point to manage marketing platforms related to partnership offers. This includes facilitating frontline customer engagement opportunities, overseeing partner solicitation, developing offer materials and customer journeys, monitoring and reporting internal and external feedback, and handling inquiries.
Define metrics to track progress and success, analyze data and present detailed reports to enhance partnership offers and customer journeys.
Manage budgets for segment initiatives and partnership activities.

Job Requirements

Degree holder in Marketing/Business or related disciplines
6+ years of working experience in Marketing (preferably from financial institution)
Team player with a self-motivated mindset
Strong communication and interpersonal skills
Well-rounded experience in partnership development, marketing promotions and segment management
Excellent in content development and customer communications
Experience in managing different stakeholders (internal and external)
Fluent in English and Chinese, written and spoken

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

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Portfolio Management Analyst

This is a great job for someone who is eager to build hands-on experience in fixed income portfolio management, gain exposure to global markets, and contribute to climate-focused investment strategies within a collaborative and high-performing team.

A bit about the job:

We are a global asset manager that leverages our insurance heritage, investment expertise, and commitment to sustainability to deliver meaningful wealth and retirement outcomes for investors. With comprehensive capabilities across major asset classes, we offer investment excellence tailored to diverse client needs. Fixed income is at the heart of our business, drawing on deep experience across developed and emerging markets, investment grade, high yield, and liquidity strategies. In addition to pooled strategies, we provide bespoke solutions designed for consistent returns and capital preservation through market cycles. Based in Toronto, this role sits within our Canadian Fixed Income team, which is part of our global fixed income function. The successful candidate will contribute to the growth of third-party fixed income assets under management, particularly in Canadian Core, Canadian Core Plus, and Canadian Core Plus Climate Transition strategies. You’ll gain hands-on experience in portfolio management, develop a broad understanding of global fixed income markets, and engage with climate-related investment strategies. Working closely with our Canadian portfolio managers and collaborating with global teams in Fixed Income, ESG, Risk, and Distribution, you’ll support performance and climate goals through market commentary, portfolio analysis, and client reporting. You’ll also assist with portfolio adjustments, security evaluations, valuation comparisons, and pitchbook development, while contributing to quantitative approaches in fixed income. Regularly presenting investment ideas to our portfolio management teams will be a key part of your role.

Skills and experience we’re looking for:

You will have graduated from your Bachelor or master’s program in the past 12 months, and enrolment in the CFA program would be an asset.
You will need to have a high degree of proficiency with Microsoft Excel, along with strong verbal and written communication skills.
Exceptional quantitative skills (mathematics, statistics, modelling, etc) and a desire to grow in this area
Programming skills, e.g. Python
Well-developed problem solving and decision-making skills and the ability to work independently.

What you’ll get for this role:

Compelling rewards package including base compensation, eligibility for annual bonus, retirement savings, share plan, health benefits, personal wellness, and volunteer opportunities.
Outstanding Career Development opportunities.
We’ll support your professional development education.
Competitive vacation package with the option to purchase 5 extra days off per year
Employee driven programs focused on gender, LGBTQ+, origins, diversity and inclusion
Corporate wellness programs to support our employees’ physical and mental health
Hybrid flexible work model

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working –spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva take a look here

We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you.

We’d love it if you could submit your application online. If you require an alternative method of applying, send an email to GlobalRecruitment@avivainvestors.com

#LI-MS1

#LI-Hybrid

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Job Title

Director - Integrated Portfolio Management

Job Description Summary

Director Level - Overseeing Portfolio Administration, Lease Administration, Transaction Management, Move Planning and Project Management

Job Description

· Delivers portfolio/lease administration services to Global Technology Client

· Partners with regional Enterprise and Portfolio Solutions teams to support prospect working sessions, RFI and RFP responses, solution development, presentations, and transitions

· Partners with portfolio strategy, transaction management, and other service line leaders to develop innovative, integrated solutions that align with client objectives

· Directs the continuous improvement, maintenance of lease administration data

· Partners with GOS HR contacts to develop HR strategies that align to specific client solutions

· Demonstrates a Client-Driven approach by marshaling the regional resources across all core capabilities and corporate functions to ensure superior service to both internal and external clients

· Successfully manages client lease admin operations over a diver data set including real estate, virtual, managed leases, equipment, auto, data center and vpn leases.

· Understands the client’s key business drivers, focus the regional and local teams to ensure those priorities are aligned with the deliverables.

· Identifies opportunities for expansion of services for client to provide them a fully-integrated package of services in response to their specific real estate needs.

· Partners with GOS Regional Account Leads and Account Directors to improve profitability of lease administration services for GOS accounts

· Actively manages and mentors future leadership and management of the organization. Work to identify top talent and focus on the development and retention of these key players.

· Provide consulting services to corporate, business and finance leaders (Treasury, Legal, Finance, Tax, Lease Accounting concerning impact of lease obligations to corporate results and metrics.

· Engage with global procurement organization for effective communication and training for any lease accounting process change/effect, identification of any existing “embedded leases” within existing contracts and maintain a collaborative relationship going forward to facilitate continued governance success.

· Deliver accurate lease reporting data on a monthly, quarterly, yearly and ad hoc basis to meet Client requirements and corporate needs and develop internal and external metrics measuring portfolio activity and performance.

· Participate in and support forecasting and capital budgeting process.

· Engage with CW, external and Client auditors for SOC compliance and data integrity audits

· Determine continued relevancy and effects of changed or proposed accounting standards and adjust global processes accordingly.

· Oversight, billing and monitoring of Client subtenant portfolio

· Lead lease ending obligations including, negotiating terms, oversight of space restoration and engagement with Client Finance for end of lease obligation reconciliation

· Actively engage in acquisition activities including data gathering, vendor onboarding, landlord communications and provide solutions for irregular contract compliance and management

· Partners with Client Workplace Director for workplace strategy as related to leases, terminations and negotiations

· Operate as liaison between Client Lease Accounting, Finance, Tax, Workplace and Legal

· Support lease administration responsibilities including invoice collection and review, relationship with landlord and vendors, security deposit refunds

· Responsible for Client AP oversight as related to lease payments and tracking.

· Act as on-site resource and strategy partner for Account Director and Executive Account Director

· Oversight of both Moves Management and Project Management Service lines

· Responsible for Data Center and VPN invoice approval

· Creator of CW Contract amending documents: Exhibit O for PM and FM property scope

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

The compensation for the position is: $175,977.76 - $207,032.66

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”","hiringOrganization":{"@type":"Organization","name":"Cushman & Wakefield","sameAs":"https://www.cushmanwakefield.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Client Site - USA - CA - Mountain View - 487 E Middlefield Rd, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":45,"item":{"@type":"JobPosting","title":"Portfolio Management Analyst, Toronto","datePosted":"2025-08-12","description":"

Portfolio Management Analyst

A bit about the job:

Skills and experience we’re looking for:

You will have graduated from your Bachelor or master’s program in the past 12 months, and enrolment in the CFA program would be an asset.
You will need to have a high degree of proficiency with Microsoft Excel, along with strong verbal and written communication skills.
Exceptional quantitative skills (mathematics, statistics, modelling, etc) and a desire to grow in this area
Programming skills, e.g. Python
Well-developed problem solving and decision-making skills and the ability to work independently.

What you’ll get for this role:

Compelling rewards package including base compensation, eligibility for annual bonus, retirement savings, share plan, health benefits, personal wellness, and volunteer opportunities.
Outstanding Career Development opportunities.
We’ll support your professional development education.
Competitive vacation package with the option to purchase 5 extra days off per year
Employee driven programs focused on gender, LGBTQ+, origins, diversity and inclusion
Corporate wellness programs to support our employees’ physical and mental health
Hybrid flexible work model

Aviva is for everyone:

To find out more about working at Aviva take a look here

We’d love it if you could submit your application online. If you require an alternative method of applying, send an email to GlobalRecruitment@avivainvestors.com

#LI-MS1

#LI-Hybrid

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Application Deadline:

08/28/2025

Address:

531 West Morse Boulevard

Job Family Group:

Commercial Sales & Service

BMO is looking for candidates at various career levels (AVP, VP, or Director) interested in joining a high-performing and fast-growing portfolio management team supporting BMO’s Florida Diversified Middle Market team. Individuals will be involved in new money originations, supporting existing clients relationships, and ongoing portfolio risk management. Individuals can be located in Tampa, Winter Park (Orlando), or Boca Raton, FL and will support efforts across the state.

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

Leads and executes business development plans to that business goals are achieved or exceeded.
Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Provides direction on the creation of comprehensive credit structures to meet the transactional needs of clients.
Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts.
Provides accurate financial analysis and risk assessment of new and existing customers.
Partners with internal stakeholders for accurate, detailed client information.
Develops credit information to make lending decisions on new, renewal and extension loans.
Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
Prepares summary, present facts and offer opinions concerning credit worthiness.
Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
Provides input into the planning and implementation of operational programs.
Builds effective relationships with internal/external stakeholders.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Salary:

$122,400.00 - $228,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

About Us

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

","hiringOrganization":{"@type":"Organization","name":"BMO","sameAs":"https://www.bmo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"H1367 - HB Winter Park, FL (531 West Morse Boulevard), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":47,"item":{"@type":"JobPosting","title":"Portfolio Management Co-ordinator","datePosted":"2025-08-15","description":"

Role Overview

We are looking for a Portfolio Management Co-ordinator to join the Energy team based in our Cardiff office. You’ll be responsible for managing tenancy changes, liaising with clients and suppliers, and ensuring accurate energy data.

Click here to download the full job specification. Please ensure you read this before applying.

What we offer you:

Career and Professional Development

25-30 Days Annual Leave, depending on grade

Life Assurance

Private Medical Scheme

Virtual GP

Global Mobility Scheme

Rewards Platform

Company Pension Scheme

Enhanced Incremental Annual Leave

Find out more about Savills offer

Team Overview

The Portfolio Management Team sits within Savills Energy, supporting our Property Management Division by managing energy supply changes, maintaining accurate data, and ensuring seamless service for our clients. We work closely with suppliers, clients, and other internal teams to keep operations running smoothly.

\n\n

This role does not meet the salary criteria for skilled worker visa sponsorship(click link to check exemptions).

To be eligible to apply for this role you must hold your own right to work in the UK. Please take the time to check here that you're able to make a new application to us now. Our employees act with honesty and integrity so we expect the same from you. We take any attempts to circumvent this policy very seriously.\n\n

Recruitment agencies

Savills only pay agency fees where we have a signed agreement in place and that agency has been previously contacted and directed by a member of our recruitment team. We do not pay agency fees when speculative and unsolicited CVs are submitted to Savills or any of our employees other than via our careers website and through our recruitment process. If this is not adhered to, agency fees will not be paid.

Submission of any unsolicited CVs or proposals to Savills will be deemed evidence of full and unlimited acceptance of this approach.

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Job Title: Leader Project Portfolio Management

Location: Swiftwater, PA

About the Job

We deliver 4.3 billion healthcare solutions to people every year, thanks to the flawless planning and meticulous eye for detail of our Manufacturing & Supply teams. With your talent and ambition, we can do even more to protect people from infectious diseases and bring hope to patients and their families.

Mission

The Site project portfolio Leader will support , mentor and manage the Swiftwater portfolio management team within Swiftwater Strategy and Portfolio function . The position is responsible to meet site CAPEX/OPEX and reporting metric . The leader will ensure the project portfolio and project resources are aligned with the objectives of applicable Site critical business needs, Shine and M&S vaccines quality metrics,, on time delivery of performance metrics reporting. The position coaches and mentors the team to deliver the expected performance. This is a critical role in the overall Site portfolio management of the projects and coordination with all functions supporting projects.

The role is heavily matrixed and critical to maintain project KPI's , budget, schedule and effective use of resources by anticipating gaps, mis-alignment and providing feedback to the management, teams and escalate to next level of governance as required. The person must interact and foster collaborative relationships with project leaders, work stream controllers, workstream leaders / project team, Swiftwater M&S Finance, M&S Finance from Corporate and other sites, site leadership, global PM, and the leadership from external partners.

The person will also be responsible for leading cross-functional initiatives, such as M&S Project Management Guidebook training, SHINE management / administration, and resource capacity & demand forecasting. Collect, analyze, and control Site CAPEX and OPEX budget overseeing the progress of objectives, milestones, and pipeline advancements.

We are an innovative global healthcare company with one purpose: to chase the miracles of science to improve people’s lives. We’re also a company where you can flourish and grow your career, with countless opportunities to explore, make connections with people, and stretch the limits of what you thought was possible. Ready to get started?

Main Responsibilities:

Manage , coach, mentor. and address issues of the portfolio management team, Lead cross-functional and end-to-end planning and execution of site CAPEX/OPEX in order to facilitate and support schedules, budgets, communications, and project risks. Support delivery of project objectives on time, budget and quality, taking into account risks and working closely with members of the project team. 70%
- Build and manage site project portfolio that meets the annual budget and Strat forecast and identify critical paths and key milestones towards ensuring timely delivery of projects.
- Build and manage resource plans in alignment with project timelines. Work with the cross-functional project team members to ensure that resources are anticipated, planned/budgeted and allocated to meet the demands of the project plan.
- Coordinates M&S product flows between multiple sites (Swiftwater, Pearl River, etc.) and CMOs.
- Coordinates closely with M&S Finance at local, and other sites, and corporate.
- Challenge the key underlying assumptions on work stream budgets, schedules, and resources with function/work stream leaders.
- Collect, enter, and maintain / update all information (budgets, schedules, resources) from workstreams in SHINE (as needed).
- Coordinate the cross-functional project teams on budgets and schedules to ensure they are up to date by reporting true and faithful status of the project. Ensure timely and consistent planning, forecasting, analysis, and reporting on budgets and timelines to enable business decision making.
- Consolidate, monitor, challenge, and ensure reforecasts with project team members: budgets, schedules, resources, and risks.
- Provide project teams, PM management, steering committees, site leadership, and global leadership with consolidated financial and timeline information (forecasts and actuals). Define project Key Performance Indicators (KPIs) and measure and report project progress to the project team, PM management, steering committees, site leadership, and global leadership. Perform financial and business analyses, as / when needed, either on project or operational matters and report / explain variances versus target.
- When scope change is required (by the Steering Committee or other drivers), prepare and coordinate the necessary elements supporting the decision making by site and global governance committees – with focus on financial and regulatory impact. Ensure the follow-up and communication of project scope changes and execution changes.
- Identify and recommend opportunities for improvement, such as timeline acceleration while balancing cost and without compromising on quality. Support the project team on implementing improvement opportunities. Communicate lessons learned across the corporate project management function.
- Organize and manage project steering committee meetings and other meetings with key internal and external stakeholders.

Support PMF in applying the Project Management Guidebook and Sanofi Pasteur project management standards and best practices. Lead initiatives to improve / enhance the project management practice across Swiftwater VIA. In-scope areas would include, but not limited to, VIA Project Management Guidebook training, SHINE management / administration for project, and initiatives on project management best practices for resource forecasting, scheduling, and ways-of-working. 30%

Scope and dimensions:

Breadth of responsibility (global/regional/country/site): Site

Key dimensions: headcount (direct and indirect) budget, doses, Capex… - Key indicators on which the job holder will be evaluated (WHAT in 9box):

Cross-functional and end-to-end planning and execution of Investment projects
- On-time and on-budget (OPEX and CAPEX) achievement of project deliverables through all phases of the project lifecycle
- Preparation and maintenance / reporting of project budget (OPEX and CAPEX), resource plans, and schedules on SHINE
- Accurate and timely information communications on project status, budget, schedule, resources, and risks
- Timely and consistent planning, forecasting, analysis, and reporting on budgets and timelines to enable business decision making.
- Identification, recommendation, and implementation of improvement opportunities and communications of lessons learned
- Organization and management of project steering committee meetings and other meetings with key internal and external stakeholders

Project Management Function
- Swiftwater M&S objectives with respect to CAPEX, OPEX, and Project Key Milestones
- Swiftwater M&S objectives on SHINE project data quality
- Delivery of SHINE and Project Management Guidebook trainings to Swiftwater VIA
- Organization and management of PPMC and project steering committees

Freedom to act, level of autonomy: Medium

About You

Basic Qualifications:

Bachelor's Degree required in one of the following disciplines: Business, Engineering or Science
Minimum 10 yrs. experience in a similar manufacturing environment of the following industries: pharmaceutical, food or fine chemicals.
Project Management processes and ways of working, project schedules, project resource estimation, project budget estimation (CAPEX and OPEX)
Ability to develop business cases, change orders, collating/consolidating work-stream financial information
MS-Excel and MS-PowerPoint expertise

Preferred Qualifications:

Project Management Professional (PMP) is desirable
SAP experience is desirable
Planisware (SHINE) expertise

Competencies (LEAD model) – key competencies the job holder will be evaluated on (HOW in 9box):

Commit to Customers
Cooperate Transversally
Strive for Results
Lead Teams
Think Strategically
Make Decisions

Why Choose Us?

Bring the miracles of science to life alongside a supportive, future-focused team.
Discover endless opportunities to grow your talent and drive your career, whether it’s through a promotion or lateral move, at home or internationally.
Enjoy a thoughtful, well-crafted rewards package that recognizes your contribution and amplifies your impact.
Take good care of yourself and your family, with a wide range of health and wellbeing benefits including high-quality healthcare, prevention and wellness programs and at least 14 weeks’ gender-neutral parental leave.

Sanofi Inc. and its U.S. affiliates are Equal Opportunity and Affirmative Action employers committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race; color; creed; religion; national origin; age; ancestry; nationality; marital, domestic partnership or civil union status; sex, gender, gender identity or expression; affectional or sexual orientation; disability; veteran or military status or liability for military status; domestic violence victim status; atypical cellular or blood trait; genetic information (including the refusal to submit to genetic testing) or any other characteristic protected by law.

#GD-SP
#LI-SP

#LI-Onsite

#vhd

Pursue progress, discover extraordinary

Better is out there. Better medications, better outcomes, better science. But progress doesn’t happen without people – people from different backgrounds, in different locations, doing different roles, all united by one thing: a desire to make miracles happen. So, let’s be those people.

At Sanofi, we provide equal opportunities to all regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, ability or gender identity.

Watch our ALL IN video and check out our Diversity Equity and Inclusion actions at sanofi.com!

US and Puerto Rico Residents Only

Sanofi Inc. and its U.S. affiliates are Equal Opportunity and Affirmative Action employers committed to a culturally inclusive and diverse workforce. All qualified applicants will receive consideration for employment without regard to race; color; creed; religion; national origin; age; ancestry; nationality; natural or protective hairstyles; marital, domestic partnership or civil union status; sex, gender, gender identity or expression; affectional or sexual orientation; disability; veteran or military status or liability for military status; domestic violence victim status; atypical cellular or blood trait; genetic information (including the refusal to submit to genetic testing) or any other characteristic protected by law.

North America Applicants Only

The salary range for this position is:

$147,000.00 - $212,333.33

All compensation will be determined commensurate with demonstrated experience. Employees may be eligible to participate in Company employee benefit programs. Additional benefits information can be found through the LINK.

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Posting Close Date:

Applicants must submit their completed application by 08-25-2025 at 11:59 p.m. MST

Application and Special Instructions

**Please note:

As part of the application process, all applicants are required to submit a chronological resume and cover letter at the time of the application.

Applications that do not include both documents by the closing date of the recruitment will be considered incomplete and will not receive further consideration for this recruitment.

This position is based on-site at a City of Tucson facility. Remote or hybrid work arrangements are not available at his time.

The City of Tucson does not provide VISA sponsorship. Candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment.

Relocation expenses will not be provided for this position. Candidates are responsible for all costs associated with relocating to the Tucson area, if applicable.

**The following certifications must be obtained within eighteen (18) months of hire and must be maintained throughout employment in this position:

Project Management Professional (PMP) from the Project Management Institute (to be obtained within the first 12 months)

Portfolio Management Professional (PfMP) from the Project Management Institute OR equivalent portfolio management certification (i.e. IPMA Level A – Certified Portfolio Director or APM Major Project Leadership Specialist Certificate)

INTERVIEW INFORMATION:

Highest scoring applicants will be invited to attend an in-person interview to be held on Wednesday, September 10, 2025, and if needed, Thursday, September 11, 2025 & Friday September 12, 2025.

Recruiter contact information: If you have any questions, please contact Liliana Almeraz at (520 )837-4303 or Liliana.Almeraz@tucsonaz.gov.

ABOUT THIS JOB

Position Specific Summary

The IT Portfolio Management Manager position at the City of Tucson's Information Technology Department (ITD) is responsible for establishing, leading, and maturing enterprise-wide IT portfolio management practices that align technology investments with strategic business objectives. This role oversees a team of five project managers and several contractors/temporary staff, driving the transformation from ad-hoc project execution to a standardized, integrated portfolio management framework. The position requires rapid implementation of portfolio management processes, tools, and governance structures while building strategic partnerships with finance, procurement, accounting, business relationship management, architecture, and other cross-functional teams.

Work is performed under the supervision of the IT Administrator. This position exercises direct supervision over project management personnel.

Establishes and leads enterprise IT portfolio management practices by developing comprehensive portfolio governance frameworks, investment prioritization processes, and strategic alignment methodologies. Implements portfolio management tools and platforms to support demand management, resource allocation, and investment tracking across all IT initiatives.

Supervises and develops project/program/portfolio management staff of 5-10 personnel, providing leadership, coaching, and performance management. Rapidly matures team capabilities by establishing standardized project and program management practices, common templates, consistent reporting mechanisms, and improved project tracking methodologies.

Drives strategic portfolio planning and investment optimization by collaborating with executive leadership, business stakeholders, and cross-functional teams to evaluate, prioritize, and balance IT investments. Develops business cases, conducts portfolio reviews, and ensures alignment between technology initiatives and organizational strategic objectives.

Integrates portfolio management with enterprise functions by establishing strong partnerships with finance, procurement, accounting, business relationship management, enterprise architecture, and other related teams. Ensures portfolio processes support City and IT department budget planning, procurement activities, financial reporting, and enterprise architecture driven strategy requirements.

Implements portfolio management platforms and tools by evaluating, selecting, and deploying enterprise portfolio management solutions that support project intake, resource planning, financial tracking, and executive reporting. Develops dashboards, metrics, and reporting capabilities to provide transparency into portfolio performance and investment outcomes.

Establishes portfolio governance and standardization by developing policies, procedures, and standards for project initiation, execution, and closure. Creates consistent project management methodologies, templates, and quality assurance processes to ensure predictable delivery outcomes across all IT initiatives.

Provides strategic leadership and stakeholder engagement by presenting portfolio status to executive leadership, facilitating investment decisions, and ensuring effective communication across all organizational levels. Serves as the primary liaison for portfolio-related activities and drives organizational change management initiatives.

Performs all other duties and tasks as assigned.

Working Conditions

Mostly in office setting.

Flexible schedule requirements permitting rare evening meetings for Mayor and Council presentations or special early-morning meetings with key stakeholders outside traditional work hours

Occasional travel may be required for training, industry conferences, or collaboration with external partners.

All duties and responsibilities listed are subject to change.

MINIMUM QUALIFICATIONS

Education

Bachelor's Degree

Experience

Five (5) years of directly related experience

Preferred Qualifications

Master's degree in Business Administration, Information Technology, Project Management, or related field
Seven (7) years of progressive experience in IT portfolio management, program management, or strategic IT leadership roles
Five (5) years of experience supervising and developing professional IT and project management staff
Portfolio Management expertise including experience implementing portfolio management offices (PMO), portfolio management tools, and governance frameworks
Industry certifications such as Project Management Professional (PMP), Portfolio Management Professional (PfMP), Program Management Professional (PgMP), or Agile/Scrum certifications
Experience with portfolio management platforms such as Microsoft Project Online, Clarity PPM, ServiceNow PPM, Atlassian Jira Align, or similar enterprise solutions
Experience integrating business strategy and enterprise architecture into technology portfolio management practices
Financial management experience including budget development, investment analysis, and cost-benefit analysis for IT initiatives
Government or municipal experience with understanding of public sector procurement, budgeting, and governance processes

POSITION DETAILS

Job Profile

J0762 - Information Technology Manager

To view the full job profile including classification specifications and physical demands click https://www.tucsonaz.gov/Departments/Human-Resources/Tucson-Talent.

Compensation Grade

G111

Hourly Range

$38.91 - 58.36 USD

The City of Tucson considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate's work experience, education/training, key skills, and internal equity.

FLSA

Exempt

Position Type

Regular

Time Type

Full time

Department

Information Technology

Department Link

No Website

Background Check: This position has been designated to require a criminal background check.

ABOUT US

Benefits: The City of Tucson offers a generous benefits package for benefit-eligible positions. The comprehensive, flexible, and affordable coverage is designed to optimize health and well-being, security and future, and peace of mind. Benefits begin with medical, dental, vision, life, disability, and FSA coverage, surpassing your standard 401(k) program by offering a rich pension plan plus optional Roth and pretax deferred compensation savings. With your well-being in mind, our paid time off program provides new hires with 38 paid days off in the first year of employment, with time off increasing steadily in subsequent years. We offer twelve weeks of paid parental leave, paid tuition reimbursement, student loan repayment, off- and on-the-job training, and opportunities to forge connections with peers and the community through employee resource groups and paid volunteer hours. You can learn more about our benefits at https://www.tucsonaz.gov/Departments/Human-Resources/Employee-Benefit-Snapshot.

Citizenship: The City of Tucson employs only U.S. Citizens and lawfully authorized non-U.S. Citizens. All new employees must show employment eligibility verification as required by the U.S. Citizenship and Immigration Status.

City of Tucson is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer and does not discriminate based on race, color, religion, sex (including sexual orientation, gender identity, and pregnancy), national origin, veteran status, age, disability, genetic testing, or any other protected status. If you believe you have been a victim of discrimination, you may file a complaint with the City of Tucson's Office of Equal Opportunity Programs, U.S. Equal Employment Opportunity Commission (EEOC) or Arizona Attorney General's Office of the Civil Rights Division (ACRD). Click for more information from ACRD about employment discrimination and how to file a complaint with ACRD

The City of Tucson is committed to providing access and reasonable accommodation for individuals with disabilities or who require religious accommodation; please contact Human Resources at EmployeeLeaves@tucsonaz.gov or 520-791-2619.

Recruiter Name

Liliana Almeraz (99363)

Recruiter Email

ccs_hr@tucsonaz.gov

For Human Resources general questions please contact 520-791-4241.

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Do you want your voice heard and your actions to count?

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

Purpose of the Role:

The Transaction Banking Liquidity Portfolio Management Analyst has responsibility, along with the Director, for driving liquidity products and strategy across APAC.

This position will be responsible for:

Pricing approval matrix adherence monitoring
Deposit behaviour analysis
Market events correlation analytics
Competitor action tracking
Robust forecasting processes

Primary Responsibilities

Strategic

Work with the Director, Liquidity Portfolio Management to:

Ensure optimal product mix of TDs, Current Accounts, CNDA and ESG deposits and identify products to mitigate any gaps.
Develop TB’s deposit pricing and rate management strategy, improved deposit quality, better forecasting accuracy, enhanced controls, and stronger collaboration between Markets, Coverage and TB Sales.
Provide guidance to Coverage and other stakeholder on important market events (example rate increases).
Track and measure performance of rate decisions, including flow of funds and balance rotation.

Financial and Performance Reporting

Support the design, implementation, analysis, and renewal of key performance indicators and deposit analytics:

Weighted average pricing on a portfolio basis.
Comprehensive deposit drivers and forecasts including deposit behaviour, to provide senior managers with data-based business intelligence and insight.
Coordinate deposit and liquidity information gathering for use as management information in key committees and forums, including with senior management.
Act as a key liaison point regarding deposit portfolio performance and coordinate the alignment of Treasury and Finance stakeholders in APAC;
Identify and indicate leading and lagging key performance indicators such as deposit rates, weighted average interest rates, net interest margins, and funds transfer price

Customer

Develop and maintain strong stakeholder management with key stakeholders both externally and within MUFG including:

Colleagues across the region to deliver an integrated service for our customers.
Transaction Banking Sales to understand the customer’s product requirements and recommend solutions.
Work in partnership with various departments in the Bank to support delivering seamless transactions to the customer. Departments including but not limited to Operations, Credit and Planning.

Job Requirements:

Minimum Bachelor Degree in Finance or Banking Field
Minimum 1 year of working experience in Corporate Banking
Minimum 1 year of working experience in Data Analytics
Experience in treasury or pricing is preferred
Experience in Excel and PowerPoint or Qlik sense, VBA (writing macros)
Business acumen and entrepreneurial mind-set
Strong communication and interpersonal skills with the ability to influence others and sell ideas
Strong stakeholder management skills to collaborate with other departments

We regret to inform that only shortlisted applicants will be notified.

Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.

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