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Company Description

For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.

Job Description

Perform timely financial analysis/underwriting for renewals, annual reviews, and modifications (extensions, waivers, amendments, etc.) by effectively weighing IDBNY’s credit policies and understanding of desired risk profile
Proactively monitor the portfolio for indicators of stress/risk such as failed covenants, downward financial statement trends, payment schedule interruptions, collateral devaluation, etc.
Keep RMs informed of any issues with credit or portfolio risk
Identify and inform RM of cross-sell, referral and credit expansion opportunities
Ensure thorough and on-time collection of financial statements, rent rolls, and other required reporting requirements to allow for timely completion of End of Month (EOM) reports required for portfolio management
Support RMs in providing top client service in-line with the bank’s expected high standards
Remain well informed on all client matters to minimize risk
Complete the annual review of credits
Remain fully compliant on all client matters
Achieve all individual goals and contribute to all team goals
Develop positive working relationships with all segments and individual bank partners
Complete all required training timely
Conduct oneself as a true brand ambassador for the bank

#LI-Hybrid

Qualifications

Portfolio Manager needs to have strong credit and organizational skills as well as solid understanding of commercial lending.
Minimum experience of 3– 5+ years in commercial loan portfolio management/underwriting or another relevant area required
Must be able to work as part of the Middle Office team working together with Direct Manager, Account Officers and Group Manager
Willingness to take on special projects as they arise.
Should already be familiar with bank reports, systems and processes
Should possess strong communication skills (verbal and written)
Ability to work in a collaborative environment and while meeting tight deadlines
Bachelor's degree in a related field required

Technology Skills:

Strong technical skills including MS Office: Excel, Word and PowerPoint
Prior experience with Salesforce and Core Banking systems is beneficial but not required. Other CRM experience is a plus.
Jack Henry/SilverLake, FiServ banking application experience is a plus but not required.

Please note that this role requires on-site presence, while the Bank has a hybrid schedule it is dependent on the position, the hiring manager and business needs. Some roles may require to be 4/5 days in the office.

Compensation

The expected annual salary for this position is between $90,000 and $110,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

Additional Information

The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:

Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.

Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.

The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

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

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

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ECS is seeking a Portfolio Manager to work in our Arlington, VA office. Please Note: This position is contingent upon contract award.

The Portfolio Manager is responsible for overseeing the planning, execution, and management of the agency’s IT project and program portfolio to ensure alignment with strategic goals and optimal use of resources for a premier law enforcement agency. This leader ensures that all IT initiatives, programs, and projects are prioritized, tracked, and delivered in accordance with agency objectives, policies, and performance standards. The Portfolio Manager collaborates with stakeholders across the organization to maximize value, manage risk, and drive continuous improvement in IT portfolio management practices.

Key Responsibilities

Portfolio Oversight & Governance:

Oversee the agency’s IT project and program portfolio, ensuring initiatives are aligned with strategic priorities and deliver expected business value.
Establish and maintain portfolio management processes, standards, and tools to track project status, resource allocation, risks, and performance metrics.
Facilitate portfolio reviews and decision-making processes with senior leadership, providing data-driven recommendations for project prioritization and resource allocation.

Strategic Planning & Alignment:

Work with stakeholders to develop and maintain a multi-year IT portfolio roadmap that supports the agency’s mission and strategic goals.
Ensure portfolio activities are in compliance with federal, agency, and industry policies and standards.

Performance Management:

Monitor and report on portfolio performance, including progress against key performance indicators (KPIs), milestones, budgets, and risk mitigation strategies.
Identify and address issues, risks, and dependencies across the portfolio to ensure successful delivery of IT projects and programs.

Stakeholder Engagement:

Serve as the primary point of contact for portfolio management activities, collaborating with project managers, technical leads, and business stakeholders.
Communicate portfolio status, decisions, and changes to all relevant parties, ensuring transparency and alignment across the organization.

Continuous Improvement:

Recommend and implement process improvements, automation, and best practices to increase efficiency, effectiveness, and customer satisfaction in portfolio management.
Stay current with emerging trends and best practices in IT portfolio management and apply relevant innovations to the agency’s processes.

\nQualifications\n

Ability to obtain a Public Trust Clearance
Education:

Bachelor’s degree in Information Technology, Business, Management, or a related field.

Experience:

6+ years of recent experience in IT portfolio, program, or project management within a large-scale enterprise environment.
Demonstrated experience with portfolio management tools and methodologies.
Direct, relevant experience within the last two years.

Skills and Competencies:

Strong understanding of IT portfolio, program, and project management principles.
Excellent analytical, organizational, and problem-solving abilities.
Proven ability to manage multiple priorities and drive results in a dynamic environment.
Exceptional communication and stakeholder management skills.

Additional Requirements

U.S. citizenship.
Excellent oral and written communication skills.
Ability to present portfolio status and recommendations to senior stakeholders.
Strong organizational and time management abilities.
Ability to adapt to evolving technologies and changing mission requirements.

This position is contingent upon contract award and requires a proactive leader with a proven track record in IT portfolio management and team leadership for a premier law enforcement agency.

","hiringOrganization":{"@type":"Organization","name":"ECS","sameAs":"https://ecstech.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"ARLINGTON, VA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":3,"item":{"@type":"JobPosting","title":"PORTFOLIO MANAGER","datePosted":"2025-07-03","description":"

Be #InGoodHands with Metrobank

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Position Title: Portfolio Manager – Portfolio Health

Job Summary:

The jobholder will drive credit portfolio growth to achieve the Bank’s profitability targets, guided by specific guardrails to mitigate credit risk. S/he is responsible for the 1) study and development of early engagement framework in order to ensure active engagement of newly acquired cardholders 2) development and implementation of early engagement programs; and, 3) proactive monitoring of business KPIs such as activation rate, first usage rate and billings of new to bank cardholders; 4) Development of customer education content to guide newly acquired cardholders on how to properly manage their credit cards

Duties & Responsibilities:

Achieve overall key performance indicators related but not limited to early engagement metrics/ portfolio health metrics
Manage portfolio-specific KPIs such as: billings, activation rate, first usage rate, authorizations approval rate, ANR and delinquency rates.
Conceptualize, create, implement, manage and track assigned early engagement initiatives such as, but not limited to the following:

Lead the development of the early engagement framework;
Develop and implement early engagement initiatives for new to bank cardholders
Craft customer education content for new to bank cardholders
Oversee implementation and management of initiatives for Portfolio Health;
Coordinate with sales and marketing teams in the roll out of marketing communications and campaigns in improving early engagement metrics;
Coordinate with Product and data science teams in monitoring the guardrails/ performance of new to bank cardholders;
Ensure regulatory compliance for all implemented initiatives.

Coordinate with various internal departments to ensure smooth and effective implementation of various portfolio health programs.
Justify assigned programs, ensuring they are within the parameters of accurate financial and risk models and manage costs based on approved budgets.
Develop and enhance end-to-end processes / initiatives related to portfolio health.
Perform projects/responsibilities/special tasks that may be assigned from time to time (eg. BORC, BCP, Cost Champion, e-Champ, etc.)

Qualifications:

Must have a Bachelor’s degree from a college/university and preferably a graduate of a business course.
Has at least 5 years solid experience in Marketing in an officer/managerial level
Has broad understanding of the different areas of the credit card business and the capacity to relate unit’s operations and performance metrics to the overall business of the company.
Possess strong inter-personal skills
Has strong working knowledge of MS Word, Excel, and PowerPoint.

OTHER DETAILS:

Unit: Consumer Business Sector/ Consumer Segment Portfolio Management Department

Work Location: MCC Center Ayala Avenue, Makati City

","hiringOrganization":{"@type":"Organization","name":"Metrobank","sameAs":"https://www.metrobank.com.ph/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Makati, Philippines","addressCountry":"Philippines","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":4,"item":{"@type":"JobPosting","title":"Portfolio Manager","datePosted":"2025-07-15","description":"

The extramuros will be contributing to the management and implementation of a portfolio of online communication projects, as for example:

· Support for external DG CLIMA website and internal intranet revamp and updates.

· Support for the management, creation and production of materials, articles for online internal and external communication.

· Support for internal and external stakeholder outreach.

· Lead the improvement of online tools in use by the Service (IT, usability, format, content).

· Support with online research and promotion of EU-funded projects for communication. products: via social media materials, videos, PowerPoint presentations, online articles.

· Support the daily online media monitoring of top-tier news outlets from all 27 EU Member States, plus the UK and USA, using online tools provided by DG CLIMA;

Working at ICF

ICF is a global advisory and technology services provider, but we’re not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future.

Candidate AI Usage Policy

At ICF, we are committed to ensuring a fair and equitable interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process.

However, we understand that some candidates may require accommodations that involve the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com. We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed.

Brussels, Belgium (BE75)","hiringOrganization":{"@type":"Organization","name":"ICF","sameAs":"https://www.icf.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Brussels, Belgium (BE75)","addressCountry":"Belgium","addressRegion":"Europe"}}}},{"@type":"ListItem","position":5,"item":{"@type":"JobPosting","title":"Portfolio Manager","datePosted":"2025-08-03","description":"

Infosys Consulting is the worldwide management and IT consultancy unit of the Infosys Group (NYSE: INFY), a global advisor to leading companies for strategy, process engineering, and technology-enabled transformation programs.

We partner with clients to design and implement customized solutions to address their complex business challenges, and to help them in a post-modern ERP world. By combining innovative and human-centric approaches with the latest technological advances, we enable organizations to reimagine their future and create sustainable and lasting business value.

A pioneer in breaking down the barriers between strategy and execution, Infosys Consulting delivers superior business value to its clients by advising them on strategy, process optimisation, and IT-enabled transformation. To find out how we go beyond the expected to deliver the exceptional, visit us at www.infosysconsultinginsights.com Infosys Consulting - a real consultancy for real consultants.

Requirements

We have an opportunity available for a Portfolio Lead - Senior Consultant / Principal Consultant to join our Digital Team.

Role: Portfolio Lead

Location: Perth - Oil/gas/Mining background.

Roles and Responsibilities:

o Assist with Business case lite creation

o Budget management, planning and reporting

o Working with stakeholder on updates and progress

o Assisting with WBS structures

o Managing Steer Co

o Risks and issues management

o Management portfolio of work through client's delivery framework

o Identify opportunities for improvement

o Feed into overall portfolio managed by Delivery Assurance

o Understanding business needs with portfolio initiatives and prioritisation of same.

o Identify initiative convergence opportunities---optimised resources usage and business value delivery

o Work with multiple teams of client for resource timing and cost allocations and sequencing

Benefits

We welcome applications from all members of society irrespective of age, sex, disability, sexual orientation, race, religion, or belief. We make recruiting decisions based on your experience, skills and personality. We believe that employing a diverse workforce is the right thing to do and is central to our success.

We offer you great opportunities within a dynamically growing consultancy. You will elaborate and deliver best practice solutions and will be able to further develop your solution design, implementation and project management skills. At Infosys Consulting you will discover a truly global culture, highly dedicated and motivated colleagues, a cooperative work environment and interesting training opportunities.

","hiringOrganization":{"@type":"Organization","name":"Infosys Singapore & Australia","sameAs":"https://www.infosys.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Perth, Western Australia, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Portfolio Manager","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 Portfolio Manager to become a part of our superior workforce. The Portfolio Manager will provide onsite and remote leadership services to the Department of Energy's Loan Programs Office's Division of Portfolio Management.

RESPONSIBILITIES

Provide comprehensive monitoring reports on portfolio loan performance of approved projects to the appropriate federal and project finance authorities
Identify issues of contemporary and future impacts on the work, conduct an analysis of their implications and alternatives, and 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 conscious 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 energy 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
Independently function as a project transaction negotiator/re-negotiator throughout occurrences of debt restructuring
Act as credit and financial analyst on the Portfolio Management Division teams
Represent, as needed or requested, the office at interagency meetings, inter-creditor discussions, steering committees of creditors, and public conferences
Interface with and obtain 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, Independent Engineering Report, project documents, including the Engineering Procurement, and Construction, Off-take, Supply, Operations, and Maintenance Agreements
Negotiate 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 determination question regarding the status of any borrower or liquidation as 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 LPO procedures, goals, and milestones
Prepare regular credit reports for specific projects that adhere to the guidelines as set forth by the Portfolio Management Division
Ensure all data for assigned projects are entered promptly and accurately in the Quicksilver Monitoring system

Requirements

US Citizenship is required to obtain client-issued Public Trust
A minimum of 10 years of related professional experience
Proficiency in making presentations and explaining and creating financial models for 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, 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
Knowledge of the policies, processes, and practices available for the effective control of individual loan transactions and sector risks, as well as overall portfolio risk
Skill in the research of finance structures such as corporate, asset-based, or limited resource project finance transactions to make sound financial decisions and recommendations
Ability to address the technical, legal-economic, and economic feasibility aspects of high-value loans for large-scale projects
Ability to perform complex financial analysis and make sound financial decisions
Knowledge of borrowers' and lenders' requirements for terms of loan and loan guarantees
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 Master’s (preferred)

COMPENSATION

Includes 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.

","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":7,"item":{"@type":"JobPosting","title":"Portfolio Manager","datePosted":"2025-08-03","description":"

About Us

Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in cash equities and futures.

We are building a global, diverse team, with experts in trading, statistics, engineering, and technology to trade global markets. Our disciplined approach combined with rapid market feedback allows us to quickly turn ideas into profit. Our environment of learning & collaboration allows us to solve the world’s hardest problems, together.

As a small firm, we remain nimble and hold ourselves to the highest standards of integrity, ingenuity, and effort.

Responsibilities

Develop quantitative strategies with a minimum annual PNL of $2MM USD, Sharpe of 5, and an ROC of >= 75%

Manage all aspects of developing and managing the strategies, given the firm-provided platform and infrastructure

Requirements

Bachelor or higher degree in a quantitative discipline (Computer Science, Math, Physics)

Strategy with a proven track record of recent and consistent production performance
Deep understanding of strategies and research process
Self-driven
If applying individually, you must know C++. If applying as a team, at least 1 member needs to be proficient in C++.

Please include your strategy performance data and business plan, and some metrics.

Description of strategies (and/or research without any IP sensitive details).

Strategy history: idea, research, simulation, production.

Your current position and experience.

If you are applying together as a team, what will everyone contribute? What will you need to hire out or use firm resources for?

Recommended metrics:

Capital requirements, leverage, and book size

ROC

Average Daily PNL

Max Drawdown

Sharpe

Holding Period

Potential Capacity

Benefits

Formulaic bonus payout based on P&L, Expenses, Sharpe, and ROC

Location-specific base and benefits

","hiringOrganization":{"@type":"Organization","name":"Atto Trading","sameAs":"https://www.atto-trading.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Miami, Florida, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":8,"item":{"@type":"JobPosting","title":"Portfolio Manager","datePosted":"2025-06-16","description":"

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview

The Structured Finance/Specialty Finance Portfolio Manager will be responsible for underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows provided by various asset classes.

Responsibilities

Assist Relationship Manager in underwriting and managing transactions according to the Bank establish guidelines and policies
Monitor ongoing credit/covenant compliance and be responsible for proactive credit review of the portfolio
Analyze and create financial loan memorandums to generate new loans and modifications.
Manage the renewal process by working with the Relationship Manager, the client and the credit department including upsizes/amendments/waivers
Ensure compliance with EWB regulatory and credit requirements
Develop problem loan credit solutions
Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines
Review legal documentation for accuracy and compliance with approval requirements
Perform other administrative duties required for the maintenance of a portfolio of clients
Maintain knowledge of market conditions.

Qualifications

Required Skills/Abilities:

Good understanding of structured finance and securitization.
Ability to understand and advise on complex financial proposals.
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Excellent organizational skills and attention to detail.
Strong analytical and problem-solving skills.
Strong Excel skills.

Education and Experience:

Bachelor’s degree in Accounting, Finance, or Economics required; MBA preferred.
At least five years of experience in structured finance/securitization.

Compensation

The base pay range for this position is USD $100,000.00/Yr. - USD $200,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.","hiringOrganization":{"@type":"Organization","name":"East West Bank","sameAs":"https://www.eastwestbank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York, NY, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":9,"item":{"@type":"JobPosting","title":"Portfolio Manager","datePosted":"2025-06-16","description":"

Introduction

Overview

We are currently seeking a Portfolio Manager. The Portfolio Manager will be responsible for underwriting, credit monitoring and portfolio management. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure.

Responsibilities

Manages and oversees loan/deposit portfolio for relationship manager/team.
Cross-sell deposit, trade, treasury management, foreign exchange, private banking, asset management, and other services to our existing client base as well as prospects
Work with team in reviewing existing credits
Perform other administrative duties required for the maintenance of a portfolio of clients
Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines
As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as manage the client relationship
Responsible for credit risk and quality of the portfolio
Assist with due diligence/analysis on new client relationships and opportunity memos as appropriate
Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners
May provide advice and counsel to clients regarding trends and conditions of the business environment, capital markets and general banking trends
Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio
May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits
Manage the renewal process by working with the Relationship Manager, the client, and Credit Department
May act as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services
Participates in community and business functions/groups to ensure a positive image for the bank within the region's marketplace
Perform other duties and special projects as needed

Qualifications

Bachelor's degree or combination of education and directly related experience
Ideally has 5-7 years of banking experience with a minimum of 3-4 years of direct portfolio management experience
Demonstrates strong underwriting and projection skills
Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits
Develop problem loan credit solutions.
Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full service solutions to the company.

Compensation

The base pay range for this position is USD $100,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.","hiringOrganization":{"@type":"Organization","name":"East West Bank","sameAs":"https://www.eastwestbank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Las Vegas, NV, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":10,"item":{"@type":"JobPosting","title":"Portfolio Manager","datePosted":"2025-07-18","description":"Job Type\nFull-time\n\nDescription\n

JOB DESCRIPTION

Established in 1989, Mexcor is a family-owned, multi-generational importer & distributor of alcohol beverages headquartered in Houston, Texas. Founded by Celia Villanueva and joined by her son Eduardo Morales in 2014, Mexcor has grown to be the 3rd largest alcohol beverage distributor in Texas, the 4th largest spirits distributor in Florida and 6th in California. Mexcor has cultivated and established a network of partnerships with over 140 regional distributors and control states resulting in reach and presence in all 50 states in the US. Mexcor offers a carefully curated, diverse portfolio of top-quality brands sourced from all over the world and strives to provide exceptional levels of service to our business partners every day.

We are guided by our primary PURPOSE, our CORE VALUES and our RESPONSIBILITIES towards our ASSOCIATES, CUSTOMERS, SUPPLIERS & COMMUNITY.

Located in Pomona, CA, MBG - California seeks a Portfolio Manager. We have a competitive compensation package with a wide range of benefits for full-time employees. This position works remotely.

Reporting directly to the President of MBG California, the Portfolio Manager is responsible for leading and optimizing the organization’s end-to-end supplier relationship management and all aspects involved in their portfolio execution. The Portfolio Manager plays a pivotal role in aligning supply with demand by coordinating closely with vendors, internal departments, and customers.

MORALES BEVERAGE GROUP VALUES

All-In: Being Accountable; If it’s to be, it’s up to me.

People: Growing and building partnerships within a family dynamic.

Future Thinking: Innovative and disruptive in our approach.

DUTIES AND RESPONSIBILITIES

Develop and implement supply chain strategies that align with organizational goals and drive operational excellence.
Manage all procurement activities, including supplier evaluation, and ongoing vendor relationship management.
Monitor and maintain optimal inventory levels to ensure product availability while minimizing excess and obsolescence.
Collaborate cross-functionally with production, sales, and finance teams to accurately forecast demand and synchronize supply chain activities.
Identify and execute continuous improvement initiatives to streamline processes, reduce costs, and increase efficiency.
Ensure full compliance with internal policies, industry regulations, and environmental and sustainability standards.
Leverage ERP systems and supply chain software to track KPIs, analyze performance, and support data-driven decision-making.
Cultivate and maintain strong partnerships with suppliers to support long-term business objectives.
Lead, mentor, and develop a portfolio team, fostering a collaborative and results-oriented work environment.

BEHAVIOR & COMMUNICATION EXPECTATIONS

A high level of professionalism and confidentiality is crucial to this role
Establish and maintain effective working relationships with staff, department leaders and executive leadership with the purpose of:
Always being approachable
Being known as a trusted resource for knowledge and guidance
Desire to deliver excellence – Always looking for the very best product in what we do
Living Above the Line – Exhibiting ownership, accountability and responsibility
Engaged – Ensuring we all care about MBG and the work we do, from the top - down
Responsive – We do what we say in a timely manner
Respected – As professionals, we are known for accuracy in all we say and do
Confident – Trust in our ability to be successful and make good decisions

COMPETENCIES

Process Management

Effectively designs and manages supply chain processes to maximize efficiency and reliability.
Utilizes structured systems to control procurement, logistics, and inventory functions.
Drives standardization and continuous improvement across the end-to-end supply chain.

Strategic Agility

Anticipates trends, challenges, and opportunities in the supply chain landscape.
Aligns supply chain operations with the company's long-term goals and strategic priorities.
Makes sound decisions that balance short-term execution with long-term impact.

Dealing with Ambiguity

Thrives in fast-paced, uncertain environments by adapting strategies and staying flexible.
Make informed decisions despite incomplete or rapidly changing information.
Builds contingency plans and remains calm under pressure.

Negotiating

Effectively negotiates with suppliers, service providers, and internal teams to reach favorable agreements.
Identifies win-win solutions that support cost control and service excellence.
Maintains positive, professional relationships during complex or high-stakes discussions.

Building Effective Teams

Creates a collaborative environment that promotes trust, accountability, and performance.
Encourages open communication, idea-sharing, and shared ownership of goals.
Coaches and develops team members to build capability and engagement.

\nRequirements\n

QUALIFICATIONS

Must be at least 21 years of age
Previous experience working in the industry, portfolio management or supply chain
Willingness to work occasional weekend hours.
Must be able to pass a background screening

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Morales Beverage Group provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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\nEbury is a global fintech firm dedicated to empowering businesses to expand internationally through tailored and forward-thinking financial solutions. Since our founding in 2009, we’ve grown to a diverse team of over 1,700 professionals across 40+ offices and 29+ markets worldwide. Joining Ebury means becoming part of a collaborative and innovative environment where your contributions are valued. You’ll play a key role in shaping the future of cross-border finance, while advancing your own career in a dynamic, high-growth industry.\n

Portfolio Manager

Ebury Hong Kong - Office based

*Exceptional on target earnings potential*

We are looking for an FX Dealer in our Hong Kong Office, with proven dealing, trading and account management experience. The successful candidate will manage a portfolio of clients taking responsibility for trading account set up, relationship management and deal execution.

Our Dealers offer expert and bespoke suggestions and ideas to our clients, providing them with strategies to minimise their FX risk challenges. They plan, structure and execute deals, giving our clients the best value while contributing to Ebury’s growth.

Our best Dealers go on to head up and train dealing teams, making sure the next generation of Dealers are inspired, motivated and proficient in their roles.

What you’ll do as a Portfolio Manager

Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management. You’ll upsell Ebury’s broad product capabilities, ensuring a best-in-class client proposition.
Collaborate with a large, successful sales team to assist in business origination. Understand clients' business environments, strategies, and industry to provide the best solution for their situation using Ebury's large product suite.
Know and understand the competition's capabilities and gaps to better position Ebury’s Banking solutions.
Deliver on dealer-specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share.
Building and maintaining strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates to clients.
Expand existing business and provide feedback to technology and product managers.
Originate new business via networking with existing clients for business referrals.

What you’ll need

Strong Financial Services experience in a sales or relationship management role. An established network of contacts is a distinct advantage.
Experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients
Solid understanding of relevant compliance requirements.
Academic background in Business or Finance is a plus
Exceptional communication skills, able to win commitment and buy-in.
Sophisticated technical ability; statistical/fundamental analysis & risk management practices
Proven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition)
Skilled negotiator, able to build and leverage relationships at senior levels.
Fluency in Cantonese, Mandarin and strong business-level English

Why Ebury?

Generous commission structure and unlimited earning potential
An impressive product suite including Trade Finance with more innovative and cutting edge products.
International development opportunities including attending global Dealing Boot Camps.
Career development and progression: Some of our most experienced dealers with exceptional FX knowledge move into leadership and coaching positions.
Dedicated Mentorship: Learn directly from experienced Dealing Managers who are invested in your success.
Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
Central Hong Kong Office: A fantastic location with excellent transport links.

Click the ‘Apply’ Today and discover your potential at Ebury!

You can also connect with me on LinkedIn - Matt O'Shaughnessy

#LI-MO1
#LI-ONSITE

About Us

Ebury is a FinTech success story, positioned among the fastest-growing international companies in its sector.

Founded in 2009, we are headquartered in London and have more than 1700 staff with a presence in more than 29 markets worldwide. Cultural diversity is part of what makes Ebury a special place to be. From Sao Paulo to Dubai, Vancouver to Auckland, we enjoy sharing team experiences and celebrating success across the Ebury family.

Hard work pays off: in 2019, Ebury received a £350 million investment from Banco Santander and has won internationally recognised awards including Financial Times: 1000 Europe's Fastest-Growing Companies.

None of this would have been possible without our proudest achievement: our great people. Enthusiastic, innovative and collaborative teams, always ready to disrupt and revolutionise the fast-paced FinTech sector.

At Ebury, we’re committed to building a workplace where everyone feels valued, supported, and empowered to thrive. We’re proud to have active employee networks and ESG initiatives that reflect our inclusive culture, including our Women’s Network, LGBTQIA+ Network, and Veterans Network. These communities provide spaces for connection, mentorship, advocacy, and collaboration across our global teams.

We believe in inclusion. We stand against discrimination in all forms and have no tolerance for the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story because we want you and your uniqueness to help write our future.

Please submit your application on the careers website directly, uploading your CV / resume in English.

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Company Description

Who are we?

We’re a forward-thinking technology provider committed to excellence, offering cybersecurity, communications, and managed IT services that evolve with our customers. Since 2000, we’ve helped companies stay connected and secure, providing the right solutions so they can focus on their goals, today and in the future.

Our mission is to leverage our expertise and trusted partnerships to empower businesses with innovative, cost-effective IT solutions. We pride ourselves on delivering superior service and a customer experience that’s reliable, honest, and tailored to our customer needs, making us their trusted, long-term partner for growth in the digital age.

Job Description

At Wavenet, we connect people, technology, and opportunities—and we’re looking for an experienced Portfolio Manager – Projects to take ownership of our Customer Projects Portfolio.
\nThis is your chance to lead the effectiveness of the Project Management function, ensure excellence in delivery, and drive continuous improvement across our customer-facing projects.

If you’re a proven project leader with a talent for inspiring teams, optimising delivery, and exceeding customer expectations, this role is for you.

About the Role

As Portfolio Manager – Projects, you’ll be responsible for ensuring projects are delivered on time, on budget, and to the highest quality standards. You’ll manage resources effectively, uphold governance and best practice, and act as the key escalation point for Project Managers and customers.

You’ll also play a pivotal role in coaching and developing Project Managers, partnering with Sales during the pre-sales process, and strengthening relationships with senior stakeholders to ensure success across our entire customer projects portfolio.

What You’ll Be Doing

Leading and managing project delivery across Wavenet’s Customer Projects Portfolio to budget, timescale, and quality measures.
Ensuring best practice is consistently applied for successful project outcomes.
Coaching and developing Project Managers to build capability and performance.
Acting as an escalation point for Project Managers and customers.
Overseeing financial controls, reporting, and profitability across the portfolio.
Collaborating with project-dependent functions and teams to improve processes.
Supporting Sales with project proposals and bid responses when required.
Building and maintaining strong relationships with senior customer stakeholders.
Driving a customer-led approach to project delivery and ensuring high satisfaction.
Contributing to systems and initiatives that enhance project management efficiency.

What Success Looks Like

Consistent delivery of projects on time and on budget.
High customer satisfaction scores for all customer projects.
Improved governance, process compliance, and quality across the portfolio.
Demonstrable process improvements within the Project Management function.
A motivated, high-performing team of Project Managers.

Qualifications

What You’ll Bring

Skills & Attributes

Strong written and verbal communication with excellent influencing skills.
Proven negotiation skills and the ability to work well under pressure.
Detail-oriented with a process-driven approach to delivery.
Collaborative mindset with the ability to work effectively across teams.
Excellent customer-facing skills and the ability to represent Wavenet confidently.
Skilled in reporting and tracking key metrics to drive performance improvements.

Experience & Qualifications

Professional Project Management qualification (e.g., APM, Prince2 Practitioner).
Extensive experience in managing complex project portfolios.
Demonstrated success in coaching, mentoring, and developing teams.
Track record of delivering projects to high standards in a commercial environment.

Additional Information

At Wavenet, we offer more than just a job – we provide an exceptional environment and a wide range of benefits to support your success from day one. With us, you’ll enjoy a generous starting annual leave allowance, private medical coverage, discounted health plans, an eye care scheme, and comprehensive health and wellbeing programs, all backed by a dedicated in-house Wellbeing Team.

We believe in a strong work-life balance, rewarding your commitment with an additional day of annual leave each year, reaching up to 28 days. Here’s a closer look at what we offer:

Hybrid Working: A flexible hybrid model, typically 3–4 days per week in one of our offices, with the option to work from home where appropriate.
Annual Leave: Begin your journey with 25 days of leave, increasing by one day per year up to 28 days – our way of saying thank you for your dedication.
Health & Wellbeing: Your wellbeing is a priority. Enjoy private medical coverage, discounted health plans, virtual GP access, an eye care scheme, and a comprehensive employee assistance programme, all supported by our internal Wellbeing Team.

Ready to join the UK’s largest managed service provider?

Apply today or contact our friendly Talent Acquisition Team for more information.

","hiringOrganization":{"@type":"Organization","name":"Daisy Group","sameAs":"https://daisygroup.co.uk/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Birstall, England, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":13,"item":{"@type":"JobPosting","title":"Portfolio Manager","datePosted":"2025-08-11","description":"

Job Description:

This person will cultivate and work with Agri-Business and Commercial Bankers on client relationships to achieve business development, client management, and risk management goals. This person is responsible for driving revenue growth by expanding on existing client relationships, leveraging sales and relationship management skills.

Qualifications: This person should have a bachelor’s degree plus 4 years of relevant experience, or the equivalent. Experience in lending and credit analysis is required. This person must have financial acumen and be familiar with Agri-Business and Commercial Banking concepts, exhibiting knowledge of market dynamics and industry trends. The ability to manage more than one client/major initiative while providing exceptional customer service is key. Collaboration with internal business partners is expected. Strong acumen and experience with CRM and loan operating system technology is strongly preferred.

Principle Responsibilities:

Drive revenue growth by expanding upon existing portfolios. Consistently meet or exceed business development and client relationship goals.
Structure and present solutions and risks to clients and internal stakeholders.
Regularly engage with clients to cultivate meaningful connections through in-depth interviews and perspective sharing. Serve as a trusted advisor, offering expert guidance on products and solutions to enhance client profitability.
Frequently review and conduct a financial needs assessment with each client to grow their relationship.
Collaborate with internal stakeholders to leverage products and services that align with clients’ financial needs and objectives. Maintain a comprehensive understanding of Cash Management products and services, skillfully implementing cross-selling strategies to enhance client satisfaction and overall success.
Perform financial analysis for assigned portfolio, seeking out opportunities to offer tailored financial solutions.
Apply sound credit judgment to evaluate credit risks associated with prospective clients. Present comprehensive credit proposals, collaborating with credit teams for prudent risk management; ensuring credit quality and optimal loan performance.
Monitor in-process loan files for receipt of complete and accurate documentation for underwriting. Prepare quality credit packages for submission to underwriting.
Directly manage the annual review process, interim reviews, borrowing base reports, and other specified portfolio documentation.
Monitor current loan files and paid loan files to ensure proper maintenance according to established procedures.
Keep regularly informed of industry and financial trends, which may impact the portfolio.
Attend pertinent, loan, team, and business development meetings to actively contribute to decisions impact the Department.
Act in accordance with FBT policies and procedures as set forth in the employee handbook.
Adhere to compliance procedures and participate in required compliance training.

Compensation Grade

Salary Grade 6

First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com.

","hiringOrganization":{"@type":"Organization","name":"First Bank & Trust","sameAs":"https://www.bankeasy.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"SF-Main, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":14,"item":{"@type":"JobPosting","title":"Portfolio Manager","datePosted":"2025-08-11","description":"

Role Overview

Insight Investment are looking for a Portfolio Manager to support the team in management of systematic corporate bonds and emerging market debt portfolios, presenting strategy performance to clients, pitching strategies to prospects, and creating a strategic vision for the team,

Role Responsibilities:

Portfolio Management

Daily monitoring of portfolio risk on multiple systems, ensuring that portfolio exposures are closely aligned with target model exposures.
Understanding and vetting model outputs and how they relate to portfolio target exposures
Complex portfolio performance attribution using in-house tools and Bloomberg PORT.
Designing optimal trades to invest cash flows and rebalance portfolios toward target model weights; analyzing multiple types of portfolio trades and working with portfolio managers, traders, market counterparties, operations, and compliance teams to ensure best execution and settlement.

Client engagement and business advancement

Responding to client and prospective client inquiries with portfolio and market analysis, including monthly market and portfolio commentary.
Designing pitchbook presentations, working with Distribution teams globally to strategize on best marketing strategy.
Writing white papers specializing on market, portfolio, and trading analysis to highlight Insight’s unique value add to investors.
Exploring new strategy ideas in collaboration with Research, Distribution and other stakeholders.

Experience required

Portfolio management

10+ years of experience in fixed income markets.
Deep knowledge of fixed income ETF markets, including familiarity with key players within authorized participants, broker-dealers, and liquidity providers.
Execution and detail oriented whilst working under pressure and to tight deadlines.
Quantitative skills, ability to interpret and question quant models and perform analyses in Python, Excel, and Bloomberg.

Communication and Leadership

Excellent communication skills, both written and verbal, ability to represent strategies to clients and internal stakeholders
Ability to lead but also to listen and take on undesirable tasks when required; we believe in a flat hierarchy where we are respectful of one another and all pitch in to help each other.
Highly inquisitive and competitive, skeptical of the status quo, with an innate desire to improve team output and strive for better and faster than our competitors

Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com

About Insight Investment

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.

Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: www.insightinvestment.com

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Ready to find the right role for you?

Portfolio Manager (Municipal Waste)

Salary: Competitive per annum plus bonus, company car/cash allowance, medical cover and pension

Hours: Full time, Monday to Friday - 40 hours per week

Location: Westminster, London

When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It’s why we’re looking for someone who’s just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life.

We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture.

What we can offer you;

Eligible for an annual performance bonus
Option to choose from a company car or car allowance
Private medical cover
25 days of annual leave
Access to our company pension scheme
One paid days leave every year to volunteer and support your community
Ongoing training and development opportunities, allowing you to reach your full potential

What you'll be doing;

We are seeking an exceptional Portfolio Manager to lead Westminster's multi-million pound commercial operation, driving strategic growth whilst delivering environmental excellence across our prestigious London portfolio.

Strategically manage and develop Westminster Commercial Waste portfolio, ensuring alignment with Westminster City Council objectives.
Drive portfolio growth through comprehensive oversight of sales, customer experience, communications, and service delivery excellence.
Foster strategic partnerships with key stakeholders, including Business Improvement Districts (BIDs), local associations, and environmental organisations.
Identify and capitalise on business development opportunities whilst maintaining exemplary client satisfaction.
Provide expert consultancy on waste minimisation, environmental impact, and carbon footprint assessments.
Spearhead strategic, multi-million pound partnerships with key commercial clients and Business Improvement Districts, driving innovative sustainability initiatives whilst fostering long-term growth and environmental excellence.
Monitor and report on sustainability key performance indicators, including waste diversion rates and recycling performance.
Lead and develop high-performing teams through effective coaching, training, and professional development.
Ensure departmental compliance with organisational policies and procedures.
Deliver budgeted revenues and profits whilst implementing growth strategies.
Collaborate with Credit Control to maintain healthy debt management and resolve invoice queries promptly.

What we're looking for;

Essential:

Demonstrated experience leading large (10+ direct reports), high-stakes teams in fast-paced environments with proven ability to manage turnover while maintaining excellence
Knowledge of environmental legislation and compliance requirements.
Experience in delivering sustainability consultancy and guidance to commercial clients.
Experience in developing and implementing carbon reduction strategies
Strong understanding of circular economy principles.
Budget setting and finance reporting
Demonstrated ability to create and present sustainability reports and proposals.
Experience with managing and developing regional and key accounts.
Proven experience in carbon footprint calculations and analysis
Experience in developing and implementing carbon reduction strategies
Excellent communication skills, oral, written and report writing
Excellent influencing and negotiating skills
Strong presentation skills and comfortable presenting in front of large groups of people

Desirable:

Experience in working with Local Authority clients
Experience in working with Operational teams and subsequent Collection services (Municipal and/or Commercial)
Relevant environmental/sustainability qualifications
Track record of implementing successful waste minimisation programs
Knowledge of ESG (Environmental, Social, and Governance) frameworks
Understanding of renewable energy solutions and energy efficiency measures
Experience working with Echo (operational system), Salesforce (CRM) and PowerBi or equivalent platforms

What’s next?

Apply today, so we can make a difference for generations to come.

We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career.

We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles.

We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.

","hiringOrganization":{"@type":"Organization","name":"Veolia UK","sameAs":"https://www.veolia.co.uk/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Welby House, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":16,"item":{"@type":"JobPosting","title":"Portfolio Manager","datePosted":"2025-08-13","description":"

Company Description

Job Description

Perform timely financial analysis/underwriting for renewals, annual reviews, and modifications (extensions, waivers, amendments, etc.) by effectively weighing IDBNY’s credit policies and understanding of desired risk profile
Proactively monitor the portfolio for indicators of stress/risk such as failed covenants, downward financial statement trends, payment schedule interruptions, collateral devaluation, etc.
Keep RMs informed of any issues with credit or portfolio risk
Identify and inform RM of cross-sell, referral and credit expansion opportunities
Ensure thorough and on-time collection of financial statements, rent rolls, and other required reporting requirements to allow for timely completion of End of Month (EOM) reports required for portfolio management
Support RMs in providing top client service in-line with the bank’s expected high standards
Remain well informed on all client matters to minimize risk
Complete the annual review of credits
Remain fully compliant on all client matters
Achieve all individual goals and contribute to all team goals
Develop positive working relationships with all segments and individual bank partners
Complete all required training timely
Conduct oneself as a true brand ambassador for the bank

#LI-Hybrid

Qualifications

Portfolio Manager needs to have strong credit and organizational skills as well as solid understanding of commercial lending.
Minimum experience of 3– 5+ years in commercial loan portfolio management/underwriting or another relevant area required
Must be able to work as part of the Middle Office team working together with Direct Manager, Account Officers and Group Manager
Willingness to take on special projects as they arise.
Should already be familiar with bank reports, systems and processes
Should possess strong communication skills (verbal and written)
Ability to work in a collaborative environment and while meeting tight deadlines
Bachelor's degree in a related field required

Technology Skills:

Strong technical skills including MS Office: Excel, Word and PowerPoint
Prior experience with Salesforce and Core Banking systems is beneficial but not required. Other CRM experience is a plus.
Jack Henry/SilverLake, FiServ banking application experience is a plus but not required.

Compensation

Additional Information

Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.

Disclaimer

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

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Application Deadline:

08/17/2025

Address:

320 S Canal Street

Job Family Group:

Commercial Sales & Service

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.

Establishes cross-selling initiatives to increase penetration with client.
Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
May coordinate closing with closing department, clients and attorneys.
Serves as a daily escalation resource to ensure client expectations are met or exceeded.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Recommends and implements solutions based on analysis of issues and implications for the business.
Conducts independent analysis and assessment to resolve strategic issues.
Helps determine business priorities and best sequence for execution of business/group strategy.
Acts as the prime subject matter expert for internal/external stakeholders.
Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
Designs and produces regular and ad-hoc reports, and dashboards.
Maintains current on financing trends in target clients' markets, and communicate same to team members.
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Oversees preparation of concise, well reasoned credit correspondence.
Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
Negotiates transactions with clients and provides deal structuring expertise.
Oversees documentation and ongoing monitoring of asset and client performance.
May manage work flow of other analysts by aligning tasks with departmental goals and objectives.
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.
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 between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
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:

$88,800.00 - $165,600.00

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 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.

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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About the team

Join our dynamic Transformation & Operational Development team, where innovation meets impact in shaping the future of Sainsbury’s Retail and Digital Operating Models. We play a central role in translating the Next Level Sainsbury’s strategy into actionable programmes, connecting teams and driving transformation across our business. As part of this collaborative division, you’ll be at the heart of change, partnering with colleagues across the organisation to deliver sustainable improvements and business outcomes.

More about the role

As Portfolio Manager, you will support the Director of Transformation & Operational Development, providing strategic oversight and value-added reporting across our transformation programmes. Your day-to-day will involve managing a clear ‘single version of the truth’ for all change activity, mapping dependencies, and ensuring project milestones are met. You’ll connect individual workstreams, facilitate knowledge sharing, and help drive engagement with key leaders.

Expect to lead the coordination of cross-functional initiatives, track delivery against strategic goals, and support quarterly planning cycles. You’ll be involved in shaping reporting, mapping resource requirements, and creating connectivity to align outcomes across programmes. This is an opportunity to influence the direction of high-profile projects and build relationships at every level of the business.

More about you

You thrive in complex environments and are adept at solving problems with a structured, strategic approach. Your ability to synthesise information and present recommendations demonstrates your clear and persuasive communication skills. You build strong networks, influence stakeholders, and foster collaboration across teams. With keen attention to detail, you produce accurate and timely programme information and continuously seek ways to make improvements.

You are curious, open to change, and regularly seek feedback to support your development. You role-model positive, agile ways of working—building trust and delivering solutions that make a real difference to the customer experience.

Essential criteria

Demonstratable experience in programme or project management methodology within a large organisation.
Proven ability to coordinate, develop, and report management information (MI) and dashboards for decision making.
Capability to document and manage interdependencies, milestones, and key decisions across multiple workstreams.
Evidence of successful stakeholder management and engagement at a senior level.
Ability to communicate clearly and concisely, pulling together information from multiple sources.

We’d all like amazing work to do, and real work-life balance. That’s waiting for you at Sainsbury’s. As the link between sellers and buyers, retail and head office, our retail operations team is the cog that keeps things running. With teams focused on store facing, labour, transformation, online, delivery and contact centre work, we touch almost every part of the business. It’s an incredibly fast-paced environment where you need to pivot not just daily, but often hourly. So while we plan all we can, it’s vital that we all think outside our job descriptions and look to optimise and improve how we do everything. There’s also a real team ethos. After all, it’s people like you who are going to truly transform this part of the business.

We are committed to being a truly inclusive retailer so you’ll be welcomed whoever you are and wherever you work. Around here, there’s always the chance to try something new — whether that’s as part of an evolving team or somewhere else across the business - and we take development seriously and promise to support you. We also recognise and celebrate colleagues when they go the extra mile and, where possible, offer flexible working. When you join our team, we’ll also offer you an amazing range of benefits. Here are some of them:

Starting off with colleague discount, you'll be able to save 10% on your shopping online and instore at Sainsbury's, Argos, TU and Habitat, and we regularly increase the discount to 15% at points during the year. We've also got you covered for your future with our pensions scheme and life cover. You'll also be able to share in our success as you may be eligible for a performance-related bonus of up to 20% of salary, depending on how we perform.

Your wellbeing is important to us too. You'll receive an annual holiday allowance, and you can buy up to an additional week's holiday, and we provide private healthcare. We also offer other benefits that will help your money go further such as season ticket loans, interest free car loan of up to £10k, cycle to work scheme, health cash plans, salary advance (where you can access some of your pay before pay day) as well access to a great range of discounts from hundreds of other retailers. And if you ever need it there is also an Employee Assistance Programme.

Moments that matter are as important to us as they are to you which is why we give up to 26 weeks’ pay for maternity or adoption leave and up to 4 weeks’ pay for paternity leave.

Please see www.sainsburys.jobs for a range of our benefits (note, length of service and eligibility criteria may apply).

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Company Description

Job Description

We are seeking an experienced and detail-oriented Relationship Manager to join our Global Wealth Management team. The ideal candidate will execute trades based on the Chief Investment Officer’s (CIO) directions, conduct due diligence on potential fund investments, monitor current investments, create impactful presentation materials, and maintain strong client relationships. Fluency in Spanish or Portuguese are a big plus for this role, as you will focus largely on Latin American based clients.

Key Responsibilities:

Portfolio Management:
- Help oversee and manage multi-asset portfolios catered to US Offshore clients, ensuring alignment with investment strategies and client objectives.
- Execute trades based on CIO instructions, ensuring precision and timeliness.
- Monitor portfolio performance and make adjustments as necessary to optimize returns and manage risk.
Due Diligence and Monitoring:
- Conduct comprehensive due diligence on potential fund investments, including evaluating fund performance, risk factors, and alignment with investment goals.
- Continuously monitor current investments to ensure they meet performance expectations and adhere to investment guidelines.
- Prepare detailed reports on due diligence findings and ongoing investment performance for review by the investment team and board committees.
Client Engagement:
- Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment advice.
- Meet with clients regularly to review portfolio performance, discuss strategies, and address any concerns or questions.
- Serve as the primary point of contact for client inquiries, providing exceptional service and support.
Presentation and Reporting:
- Create comprehensive and visually appealing presentation materials for client meetings, showcasing portfolio performance, market insights, and investment strategies.
- Prepare detailed reports and documentation to support investment decisions and client communications.
Collaboration and Style:
- Work closely with the CIO and other team members to develop and implement investment strategies.
- Ensure accuracy and attention to detail in all aspects of work, from trade execution to client reporting.
- Maintain meticulous records and documentation to support compliance and audit requirements.

#LI-Hybrid

Qualifications

Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degree or relevant certifications (e.g., CFA) preferred.
Minimum of 5 years of experience in portfolio management, investment analysis, or a related field.
Proficiency in Spanish or Portuguese.
Strong understanding of US Offshore multi-asset portfolio management and trading.
Proven experience in conducting due diligence on fund investments and ongoing investment monitoring.
Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
Proficiency in financial software and tools, such as Bloomberg, Excel, Addepar, Morningstar, and portfolio management systems.
High attention to detail and accuracy in managing and reporting financial data.
Ability to work independently and collaboratively in a fast-paced, dynamic environment.
Series 7 registration.

Additional Information

Disclaimer

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

NO AGENCIES PLEASE.

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You desire impactful work.

You’re RGA ready

RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 500 Company and listed among its World’s Most Admired Companies, we’re the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all.

A Brief Overview

Portfolio managers in RGA’s investment division are at the heart of the department working with credit research and trading, alternative asset class managers (both internal and external) and business partners across the business and geographies to ensure portfolios meet their long term goals. Portfolio managers formulate and present the structural, long term asset allocation and the tactical investment strategy of portfolios, whilst maximizing investment income in a risk and capital controlled framework to meet insurance liabilities. The individual would balance the day to day responsibilities of portfolio management across global public fixed income and alternative asset classes, with technical project-based work with a broad array of stakeholders.

What you will do

Senior member of the Global Portfolio Management team collaborating to set and monitor the Strategic and Tactical Asset Allocation of Reinsurance transactions and business lines

Enhance and maximise, risk and capital adjusted investment income through day to day management and strategic investment initiatives

Supports the efficient implementation of cash management, compliance to reinsurance treaties, and fundamental, value-driven views of the credit research and trading team

Working closely with business development and new deal team representing the inforce portfolio management team and, providing detailed support and input on investment strategy and deal construction

Support and help develop talent in the Global Portfolio Management team

Works closely with Treasury, Structured Finance and other business areas on projects related to balance sheet optimization

Suggests, reviews, and assesses new tools and frameworks to improve portfolio construction, relative value, performance attribution and other tools related to the investment process

Conduct detailed portfolio reviews and optimize assets across reinsurance deals, collateral arrangements, legal entities and capital jurisdictions

Develop strategic relationships with external contacts and internal cross-functional areas

Drives growth of the private asset platform internationally through detailed underwriting and structuring

Leads due diligence process and oversight for new asset class opportunities, including external manager RFPs and reinsurance deal related opportunities

Continues to enhance the asset liability framework across regulatory jurisdictions and business lines

Track performance relative to the investment income plan of reinsurance transactions and business lines, and make adjustments based on market conditions

Supports the efficient formulation and response to management and regulatory requests

Qualifications

Batchelor’s or postgraduate degree in an Economics/Finance/Mathematical related field

CFA or significant progress towards

5+ years corporate or structured credit, or alternative/private investment experience

5+ years experience in a portfolio management in an asset liability framework, or insurance client solutions environment

Demonstrable track record of the successful implementation of Investment/portfolio strategies

Understanding of various regulatory frameworks for insurance, including Solvency II, BSCR and other RBC frameworks

Advanced programming and MS Office skills

Experience using Blackrock Aladdin and Bloomberg (preferred)

Advanced persuasion and negotiation skills when working with internal and external customers to resolve issues or problems

Advanced ability to work well within a team environment and participate in department/team projects

What you can expect from RGA:

Gain valuable knowledge from and experience with diverse, caring colleagues around the world.
Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought.
Join the bright and creative minds of RGA, and experience vast, endless career potential.

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Position Type:

Permanent

If you’re looking for a fulfilling career that can make a real difference in your life, and the lives of others, you’ve come to the right place.

As a national health solutions partner, we put people first in everything we do — and that begins with our team of 8,000+ professionals who bring a cross-section of diverse life experiences and career expertise to Medavie. By collaborating and innovating together, our employees are creating industry-leading solutions in insurance, primary care and emergency medical services that impact millions of lives in Canada each year.

Our mission is to improve the wellbeing of Canadians so that every life can be lived to the fullest — and it’s reflected in our award-winning culture. We celebrate individuality and value the diverse perspectives and skills our employees contribute. We go beyond providing competitive pay and comprehensive benefits to offer opportunities for personal and professional growth, flexible work options, meaningful experiences, and supportive leadership. Medavie is where employees can be their best selves, feel they belong, and achieve their full potential. Be part of it by applying for a position with us today.

The Opportunity

We are seeking a strategic and analytical Enterprise Portfolio Manager to lead the evaluation and alignment of corporate projects across the organization. This newly created role will be responsible for developing and managing a standardized prioritization framework, ensuring that projects are aligned with Medavie’s strategic goals and that resources are allocated for maximum impact.

What You’ll Do:

Lead Corporate Project Prioritization
- Develop and manage a standardized project prioritization framework and scoring model
- Facilitate portfolio review meetings with senior leadership
- Analyze project proposals for feasibility, ROI, risk, and resource requirements
- Maintain a centralized project portfolio dashboard and reporting
- Collaborate with various stakeholders across the organization including Strategy, Risk, Finance, IT, Operations, and other departments
- Identify and resolve conflicts in project priorities and resource allocations while working in collaboration with stakeholders
- Continuously improve prioritization processes based on feedback and evolving needs
Support Strategic Decision-Making
- Prepare briefing materials and recommendations for executive leadership
- Conduct scenario planning and impact analysis
- Support resource allocation planning and governance policy development
- Ensure compliance with internal controls and strategic alignment
- Act as an advisor on prioritization best practices
Facilitate Cross-Functional Collaboration
- Serve as a neutral liaison between business units
- Navigate divergent priorities and facilitate consensus
- Engage with senior leaders (SVPs, VPs, Directors) and project teams regularly

What You’ll Bring:

Education & Experience
- Bachelor’s degree in Business, Project Management, or a related field
- 5+ years of experience in project management, strategic planning, or portfolio management
- PMP, PfMP, or Lean Six Sigma certification is an asset
Knowledge & Skills
- Strong analytical and decision-making skills
- Excellent communication, facilitation, and negotiation abilities
- Proficiency in project and portfolio management tools (e.g., Microsoft Project, Smartsheet)
- Financial acumen and understanding of ROI analysis
- Familiarity with Agile and Waterfall methodologies
- Experience in change management and stakeholder engagement
- Knowledge of the finance, insurance, technology, and/or health sectors
- Bilingualism in English and French is a significant asset

#CBM1

#LI-VS1

We believe our employees should reflect the communities we serve and welcome applications from candidates of all backgrounds. To provide the best experience possible, we will support you with accommodations or adjustments at any stage of the recruitment process. Simply inform our Recruitment team of your needs. We are committed to making sure recruitment, retention, advancement, and compensation are fair and accessible while following all relevant human rights and privacy laws. We appreciate everyone who has shown interest in this position. Only those selected for an interview will be contacted.

If you experience any technical issues throughout the application process, please email: Medavie.Recruitment@medavie.ca.

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About the Role

We are seeking a strategic and results-driven Portfolio Procurement Manager to lead and deliver best-in-class procurement solutions across our organisation. This is a key leadership role responsible for ensuring the business receives the goods, services, and facilities it needs on time, at the right quality, and at the best total cost of ownership.

This position will be supporting the Digital business group.

You will set the direction for the procurement function, lead a team of dedicated professionals, and ensure the efficient and effective delivery of procurement services that support our operational and strategic goals.

Key Responsibilities

Strategic Leadership: Set the direction, objectives, and goals for the procurement team in alignment with the organisation’s strategy. Act as an internal consultant to identify opportunities for improvement and provide strategic procurement support to stakeholders.
Category Management: Lead the development and execution of category strategies across the full value chain demand, source, fulfil, and manage based on spend analysis, stakeholder needs, budgets, and market dynamics.
Team Leadership: Manage and support a high-performing procurement team. Provide coaching and mentoring to ensure efficient service delivery, compliance, and continuous improvement. Step in to assist with project delivery when required.
Performance & Governance: Ensure effective project management practices are in place, with accurate tracking, reporting, and escalation. Contribute to the development and monitoring of team KPIs and hold the team accountable for outcomes.
Stakeholder Engagement: Build and maintain strong, transparent relationships with internal stakeholders, including senior executives. Improve stakeholder experience throughout the procurement lifecycle and manage competing priorities with influence and strategic insight.

Skills and Experience

Over 12 years’ experience in complex procurement environments, ideally within a similar industry or organisation.
Minimum 4 years in a senior procurement leadership role with a proven track record of strategic delivery.
Expertise in strategic sourcing, category management, commercial advisory, and supplier/contract management.
Strong leadership capabilities with demonstrated success in coaching, mentoring, and developing high-performing teams.
Proven ability to lead change, influence senior stakeholders, and manage cross-functional relationships.
Excellent interpersonal, communication, and stakeholder engagement skills.
Experience in developing and implementing procurement strategies and advising at executive level.
Recognised for providing strategic insights on sector risks, trends, and organisational impact.
Skilled in reporting procurement outcomes to executive leadership and governance bodies.

Essential Requirements:

You must be an Australian Citizen or Permanent Resident at the time of submitting your application to be considered for this role.
As part of the application process, you will be asked to undergo background checks which includes a criminal history check and a medical assessment either online or in person.

Closing Date: Friday 1 August 2025 11:59pm AEST.

Please advise if you require any adjustments to actively participate in the application and recruitment process. Please contact Angela.Nguyen@sydneywater.com.au for any further information.

Dive into Our Great Benefits!

Competitive Compensation: We’ll ensure that your skills and contributions are valued and rewarded appropriately.

Hybrid Work Environment: We offer a hybrid work model that balances remote work and office collaboration, supporting our team's productivity and well-being.

Continuous Professional Growth: We will invest in your career with leadership and development programs to propel your success.

24/7 Wellbeing Support: Access for you and your family to free and confidential mental health and general health support through our EAP portal.

Discounted Private Health Insurance: Unlock affordable access to top-tier health coverage with our discounted insurance plans.

Family First: Prioritise your family with up to 18 weeks of fully paid parental leave and a generous childcare allowance.

Fitness Passport: Achieve your physical fitness goals using our Fitness Passport, granting you access to a multitude of gyms and pools across NSW.

Novated Leasing: Get in the driver's seat of your financial future with our novated lease options.

Working at Sydney Water

We welcome and encourage applications from diverse backgrounds, including Aboriginal and Torres Strait Islander people, LGBTQIA+, people with disability, people with caring responsibilities, people from culturally and linguistically diverse backgrounds, and veterans.

As part of the application process, Sydney Water will be collecting your personal information to assess your suitability for the role. We will also use your personal information to establish a Live Hire talent profile in our Talent Community.

We look at our Talent Community first when new opportunities come up when you apply for a role. Your personal information will be collected in accordance with Live Hire’s Terms, Privacy Policy and Sydney Water’s Privacy Collection Statement – Job Application. Please note as part of the application process, you will be asked to undergo background checks which includes a criminal history check.

Please see Job Profile for the role’s full accountabilities.

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Company Description

Why Wellmark: We are a mutual insurance company owned by our policy holders across Iowa and South Dakota, and we’ve built our reputation on over 80 years’ worth of trust. We are not motivated by profits. We are motivated by the well-being of our friends, family, and neighbors–our members. If you’re passionate about joining an organization working hard to put its members first, to provide best-in-class service, and one that is committed to sustainability and innovation, consider applying today!

Why Wellmark Technology? Wellmark is building innovative, modern solutions using cutting edge technology. We are driving organizational transformation and business strategy by empowering our technology team to innovate new and elegant solutions to enhance the customer experience. Together, we are leaning into the future, owning the outcome, and driving organizational change to transform how we work.

Job Description

As an Enterprise Portfolio Manager, you will partner with senior leaders to drive and deliver portfolio direction and prioritization for strategic initiatives and highly complex, cross functional, and high-risk programs for our Health Care Innovation division in support of our Total Cost of Care strategy. You will collaborate with stakeholders throughout the company, especially Product Managers, in the business to gain consensus on priorities and then connect with Release Train Engineers and the broader product team to execute. You will develop a portfolio management standard and foster discipline through utilization of a standard methodology, tools, and processes. You will review corporate needs to achieve focus, utilize funds, and understand people resource impacts. You will identify, mitigate, and manage risk to ensure the company is successful in overall portfolio delivery. Finally, you will establish and maintain strong relationships across the organization and directly with leaders to champion and drive the initiatives.

Qualifications

Preferred:

Health Care Industry knowledge and experience.
Bachelor's degree in related field.
Experience in the health insurance industry.
Experience in portfolio metrics/KPIs.
Experience managing large portfolio investments/budgets.
Applicable professional certifications a plus.

Required:

Bachelor’s Degree in related field or direct and applicable work experience
7+ years of proven experience managing complex resources and large budgets as a part of a enterprise portfolio and/or project management experience.
Ability to think strategically and influence business decisions while translating corporate strategy into an executable roadmap and delivery plan.
Strong knowledge of the health insurance industry.
Excellent verbal and written communication skills, with the ability to lead and facilitate conversations at all levels of the organization (to include VP and SVP level stakeholders)
Demonstrated ability to engage with staff at all levels of the organization, build strong, consultative relationships to facilitate issues or conflict resolution and break down barriers and foster collaboration.
Demonstrated informal leadership experience in guiding and mentoring teams.
Ability to prioritize work and redeploy staff in order to achieve strategic objectives and accomplish results, while at the same time effectively helping others manage change.
Strong analytical problem-solving skills with the ability to break problems apart systematically to understand the root cause
Strong technical acumen, with the ability to engage with technical teams to deliver solutions that meet user needs
Knowledge of Information Technology solutions, processes, and methodologies and a strong understanding of the resource staffing dynamics of technology initiatives

Additional Information

a. Manage the integration and dependencies of multiple programs and projects across the organization. Connect portfolio prioritization and tactical delivery, creating a portfolio plan to ensure efficient and effective use of resources (e.g., matching long-term plan with short-term delivery).

b. Define, communicate, and maintain processes for portfolio management including design of reports, standard tools, and methodologies. Maintain knowledge and support project management life cycles to integrate business and technology tasks within processes.

c. Consult with and mentor business leaders on value-based analysis and staff regarding business processes and project management methodologies. Provide guidance/coaching to include project planning and monitoring, reporting, cost management and communication.

d. Partner with the Enterprise Portfolio team and other internal stakeholders and provide guidance in the development of training curriculum for leaders and project teams to support integration of business process knowledge and portfolio and project management methodologies.

e. Utilize knowledge of health insurance industry to participate in Wellmark’s business environmental assessment and strategic planning to guide business prioritization and sequencing.

f. Facilitate strategic prioritization process and ensure documentation of prioritization decisions and directs people accordingly to ensure appropriate projects support the decisions.

g. Oversee and provide guidance to others in the creation and maintenance of an active inventory of all projects, including the health of the initiative, necessary approvals, and other required project information as requested by leadership.

h. Design and continually monitor framework to measure and analyze portfolio effectiveness. Lead and partner on the retrospective assessments of individual projects and summarize as an aggregate portfolio. Motivate others and encourage continuous improvement.

i. Oversee and provide guidance to leaders/projects on resource coordination in support of the portfolio; for schedules and resource plans accordingly, disseminating resource plans and assisting stakeholders with conflicts as they occur. Make organizational prioritization recommendations based on resource capacity analysis. Resources include Wellmark employees, contractors, and vendors.

j. Manage risk at the enterprise portfolio level. Provide guidance and support to business leaders and project managers on managing risks to ensure successful delivery of the portfolio.

k. Actively engage in change management with business to ensure organizational acceptance and readiness impacting the enterprise portfolio; Demonstrate solid facilitation and communication skills to support problem solving, issue resolution and innovative solutions.

l. Coordinate partnerships across the enterprise focused on SLT, Finance, Technology, Member Experience, and Operational Functions. Build strong working relationships to ensure the business areas work in concert to meet the vision of the company.

m. Network with external entities and other industries to understand best practices of planning, execution, and outcomes management supporting enterprise portfolio and governance processes.

n. Other duties as assigned.

An Equal Opportunity Employer

The policy of Wellmark Blue Cross Blue Shield is to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law.

Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact us at careers@wellmark.com

Please inform us if you meet the definition of a \"Covered DoD official\".

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Location - In-OFFICE

Wage: Starting wage at $18.85/hour plus performance based tiers (The average wage for this team is $23.10.)

Overview

Client Portfolio Manager are the point of contact for all current clients. They effectively and efficiently resolve all client concerns by closely monitoring issue trends, consistently proposing system improvements, expertly communicating with clients and account managers, and strategically delegating to other team members. We value analytical thinking here at Conservice, so you'll need to be able to independently reason and make unaided decisions in order to succeed. If you love working with clients, have excellent communication skills, are self-accountable, like to be challenged, are looking to use your time-management skills in a professional environment and enjoy working in a fun, team environment - this position is for you!

Responsibilities

As a Client Portfolio Manager, you will be responsible for:

Communication/Relationships

Communicate with clients and account managers using phone and email
Offer cause and effect explanations to clients for concerns they have
Develop beneficial, long lasting relationships with clients
Work closely with Account Managers to ensure that client needs are met
Follow up with Conservice team members to ensure that solutions are found
Lead (or participate in) regularly scheduled client calls

Organization/Planning

Organize workload by filtering emails based on priority
Organize and track information to effectively prioritize time and efforts
Delegate and follow up on client issues with relevant teams to ensure timely resolution
Work with all other Synergy teams to ensure a smooth flow of the bill payment process
Monitor and discuss trends with clients and team members, then propose system improvements
Provide system enhancements for the overall bill payment process
Create weekly meeting agendas

Problem Solving/Reporting

Communicate with leadership and clients regarding challenges and brainstorm ideas to resolve
Help identify and correct accuracy issues throughout the bill payment process
Perform a variety of data entry and maintenance tasks in company software
Compile reports for clients using company software
Build customized reports for clients by working with the IT department

\nQualifications\n

Education & Experience

Direct customer contact experience preferred
Intermediate skill with Microsoft Excel, Word, Google Services, and Conservice software
6 months with the company preferred - with a thorough knowledge of Synergy and Conservice processes

","hiringOrganization":{"@type":"Organization","name":"Conservice","sameAs":"https://www.conservice.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Logan, UT, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":25,"item":{"@type":"JobPosting","title":"AI Portfolio Manager","datePosted":"2025-06-13","description":"

Job ID: 27374

Are you ready to help shape the future of AI & Generative AI at Scandinavia's largest bank, working alongside a dynamic, fast-paced team?

Nordea’s Group Data Management focus on delivering and enabling AI and Gen AI use cases across the organisation, while creating and providing the underlying technology foundations. The new generative AI team unit manages the Bank’s advanced analytics portfolio.

We are now looking for a AI Portfolio Manager who is interested in working in the field of advanced analytics (Generative AI and AI) and help business areas prioritize and develop use cases. You will work closely with data scientists, software engineers, and business stakeholders to take AI and Generative AI applications from concept to production.

About this opportunity

Your passion for working with people from both a technical and a business background, coupled with your curiosity for AI and new innovations like Generative AI, makes you well-suited for this position. As Nordea pioneers its way into an AI and Gen AI driven future, you will thrive by embracing a dynamic environment, fostering collaboration, and maintaining an open and adaptable mindset.

What you will be doing:

Collaborate with Nordea’s business areas to translate a business need into advanced analytics use case
Manage the bank's use case portfolio, applying a proper prioritization approach and allocate resources and funding to the use case teams
Support use case implementation by tracking projects milestones and KPIs to ensure they are delivered within the define timelines, scope and budget
Develop operating models and communication plans to guarantee the seamless execution of the project between all internal and external stakeholders

Our AI team culture is built on collaboration, continuous learning and innovation. We foster an open environment where diverse ideas thrive, encouraging everyone to push the boundaries of technology while supporting each other´s growth. With a strong focus on well-being, we prioritize work-life balance and encourage open communication.

At Nordea, inclusion and diversity are at the heart of our values. We believe that a diverse workforce drives innovation, fosters creativity and creates a more supportive workplace for all.

Who you are

Collaboration. Ownership. Passion. Courage. These are the values that guide us in being at our best – and that we imagine you share with us.

To succeed in this role, we believe that you:

Lead and inspire multiple teams towards success and tangible results
Enjoy taking initiative and bringing solutions
Embrace a growth mindset
Are curious and passionate about AI and Technology
Enjoy problem solving, and tackling challenges with strategic vision

Your experience and background:

BSc, MSc or PhD in Computer Science, Information Systems, Business Administration relevant field, or equivalent practical experience
5+ years of experience in Project Management or similar role
Proven track record of successfully managing and delivering large-scale AI/ IT projects
Skilled at transforming complex ideas into clear, engaging explanations for senior and executive stakeholders
Fluent in project management principles and best practices, being able to apply it to multiple projects, regardless of the context or topic
Excellent problem solving skills, being able to engage with cross-functional teams to solve any bottlenecks and drive the projects forward
Ability to prepare and drive presentations in multiple stakeholders meetings e.g. project kick-off, steercos, alignment calls etc.
Understanding of AI, GenAI principles and practices, this includes development, deployment and maintenance of advanced analytics models
Understanding of IT systems, this includes Infrastructure, Cloud, Cybersecurity and other emerging technologies

If this sounds like you, get in touch!

Next steps

We kindly ask you to submit your application as soon as possible, but no later than 06/07/2025. We will ongoingly be reviewing applications and conducting interviews as we receive them, and might close the recruitment process before the posting end date. Any applications or CVs sent by email, direct messages, or any other channel than our application forms, will not be accepted or considered.

If you have any questions about the role or this recruitment process, please reach out to our tech recruiter and main point of contact Anna Dahlström, anna.dahlstrom@consult.nordea.com.

At Nordea, we know that an inclusive workplace is a sustainable workplace. We deeply believe that our diverse backgrounds, experiences, characteristics and traits make us better at serving customers and communities, so please come as you are.

Only for candidates in Sweden: For union information, please contact finansforbundet@nordea.se or SACONordea@nordea.com.

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As a Senior Portfolio Manager on Stryker's Emergency Care team, you will lead the strategic direction and upstream marketing efforts for our Basic Life Support (BLS) portfolio. Your role will involve driving market research, gathering competitive insights, and identifying opportunities that shape the future of our Emergency Care offerings, with a focus on innovative BLS solutions that improve patient outcomes.

*This is a hybrid individual contributor role located in Redmond, WA.

What you will do:

Leads upstream marketing efforts, focusing on market research, competitive insights, and strategy development to drive product innovation and long-term growth.
Conducts competitive analysis, gathers market intelligence, and leverages industry trends to drive strategic decision-making.
Anticipates customer needs, engages key opinion leaders (KOLs), and applies qualitative and quantitative research to inform strategies.
Develops and executes marketing plans, business reviews, and go-to-market strategies aligned with company objectives.
Aligns clinical, economic, and usage evidence with marketing strategies.
Defines customer acquisition and retention goals to support new product development (NPD) strategy.
Define scope and strategy for NPD projects.
Builds robust pre-commercialization plans to support launch hand-off to brand marketing team.
Leads willingness to pay market research to inform pricing strategies.
Prepares accurate forecasts, analyzes market data, and develops insights to support launch plans.
Mentors team members, fosters cross-functional collaboration, and builds relationships with industry leaders to drive business success.

What you need:

Required

Bachelor’s degree
6 years of work experience

Preferred

3 years’ experience in product management, marketing, or portfolio strategy, preferably in the medical device, medical technology or healthcare industry

$115,600 - $190,400 salary plus bonus eligible + benefits. Actual minimum and maximum may vary based on location. Individual pay is based on skills, experience, and other relevant factors.

Travel Percentage: 20%

Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer – M/F/Veteran/Disability.

Stryker Corporation will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

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Founded in 1978 by Lucy and Henry Billingsley, the organization expertly builds, owns, and manages its properties, ensuring long-term client, resident, and partner return. Specializing in master-planned developments and principles of new urbanism, each Billingsley property signifies technology, convenience, and a vast array of amenities aimed to attract and retain tenants, residents, visitors, and employees. These amenities include art, sculpture, parks, trails, and outdoor public spaces. With over 5,000 acres in DFW, Billingsley has built 5 million SF of Commercial space, 550,000 SF of Retail, 9 million SF of Industrial, and over 10,000 units of Multi-Family.

We’re looking for a smart, savvy and personable leader to apply for our Regional Portfolio Manager position. At Billingsley we are guided by our commitment to building life-enhancing communities that integrate artistic works in natural spaces that will stand the test of time.

The Regional Portfolio Manager reports directly to the Senior Vice President of Multi-Family. Your enthusiasm, leadership and managerial skills are essential for motivating, supervising, and training your staff. Your responsibilities will also include implementing revenue improvement and cost-control programs, creating annual operating budgets, and developing marketing and sales plans. As an inspirational leader of high-performing teams, you drive operational and employee excellence through thoughtful decision making and clear communication at a strategic and tactical level. You demonstrate a successful track record of making a positive impact by delivering strong financial results while cultivating exceptional experiences for employees and customers.

Job Responsibilities:

• Oversee operational and financial management of a portfolio of properties.

• Establish and implement leasing goals, while managing an effective lease expiration program.

• Ensure occupancy targets are achieved through leasing and resident retention.

• Create value by achieving the highest possible net operating income through the implementation of effective revenue improvement and cost control programs

• Partner with facilities and engineering teams to ensure physical assets are operating at peak performance levels.

• Proactively build and maintain strong relationships with colleagues, associates, and vendors.

• Ensure operational execution yields consistently strong resident satisfaction survey results.

• Oversee execution of proactive and timely reputation management strategies via social media – ratings, reviews, and responses.

• Leverages a succession plan to develop talent and anticipates needs as the portfolio changes.

• Empowers managers to work collaboratively to accomplish business goals and establish best practices.

• Manages performance issues in a timely and effective manner.

• Fosters a diverse and inclusive workplace.

• Proactively seeks opportunities to reinforce Billingsley’s Standards of Excellence in the day-to-day work of all team members.

• Establish and implement leasing goals, while managing an effective lease expiration program

• Analyze operational information for impact on NOI, identify trends, and recommend appropriate strategies and adjustments

• Manage a highly skilled on-site staff with effective recruitment, training, motivation, and development programs

• Develop yearly operating budgets/forecasts and sales/marketing plans. Accurately create, prepare, and convey all operational and financial data to the President a timely manner. Work with the owners to identify community goals and objectives. Be responsive and receptive to owners' needs, goals, and objectives.

• Maximize rental income while minimizing expenses through effective planning and control.

• Effectively monitor all income, including delinquencies.

• Monitor the timely receipt and reconciliation of rent collections and ensure landlord/resident statutes are followed.

• Evaluate and recommend changes on rent/pricing strategies and ensure websites and printed material are accurate and updated.

• Analyze and evaluate monthly and/or quarterly financial statements. Write clear and concise owner's reports to substantiate the analysis.

• Implement programs for resident retention and service request follow-ups.

• Introduce and monitor effective lease renewal programs.

• Effectively maintain product knowledge of community and competitive communities through consistent evaluation of market conditions and trends. Ensure leasing staff develops similar knowledge.

• Ensure that an adequate number of units are market ready.

• Promote and teach safe work practices among on-site staff and ensure all safety programs are implemented and followed.

• Create staffing schedules and ensure they are consistent with community needs.

• Assist and ensure all customer complaints are handled promptly and appropriately.

• Adhere to established company standards for screening applicants for residency.

• Provides leadership and guidance in the absence of the property manager. 

• Supports, coordinates, and facilitates resident retention and customer service activities.  Includes the planning, attending, marketing and implementation of monthly resident events, and all notifications to the residents. Also includes planning and implementation of employee events and celebrations.

• Schedules, maintains, and markets each rental facility on the property to ensure revenue meets or exceeds annual goals.

• Communicates and shares information with staff to ensure that directives and goals are mutually understood and collects feedback. Evaluates performance to standards to achieve maximum results based upon annual goals to increase revenue and other income.

Knowledge, Skills and Abilities:

• Knowledge of apartment management laws and regulations at the federal, state, and local levels.

• Knowledge of general bookkeeping and accounting practices.

• Sales management and marketing knowledge, skills, and abilities to sell products and services to new and existing customers.

• Business and financial acumen to manage and control expenses.

• Supervisory and leadership skills to delegate and manage the performance of others, including coaching, counseling, and development.

• Abilities to visually inspect units, grounds, and other aspects of the property to determine adherence to standards.

• Skill and ability to communicate verbally clearly and concisely and in writing.

• Critical thinking and problem-solving skills.

• Knowledge and skills to manage projects, organize, prioritize, and meet deadlines.

• Effective at organization, time management, written communication, and prioritizing tasks.

• Superior customer service skills.

• Able to respond effectively to changing demands and adapt quickly.

• Valuable interpersonal, communication and customer service skills.

• Self-Motivated and independent individual.

Job Qualifications:

• Minimum of 3 years’ experience as a Regional Property Manager overseeing at least 2,000 units

• 3 - 5 years of experience in multi-family property management

• 5 - 7 years of people management experience

• Previous experience with lease up

• Excellent computer skills and knowledge in Microsoft Office (Word, Excel, and OneNote) along with a proficiency with property management software platforms, preferably RealPage

• Strong, positive, motivational leadership style in managing multiple teams to success

• Proven experience in multifamily accounting procedures

• Proven track record of ability to build consensus among diverse stakeholders

• Strong financial aptitude and analytical skills

• Effective organization and time management skills

• Able to respond effectively to changing demands and adapt quickly

• Valuable interpersonal, communication and customer service skills

• Excellent problem-solving and presentation skills

• Excellent written and verbal communication skills

• Bachelor’s degree strongly preferred

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The Brand Portfolio Manager (hereafter “the role”) plays a pivotal role in overseeing and optimizing CooperVision's brand portfolio. The role is responsible for developing and executing strategies that enhance the value, market position, and growth potential of each brand within the portfolio. By leveraging market insights, consumer research, and internal resources, the Brand Portfolio Manager ensures that the brand portfolio aligns with CooperVision's overall business goals and resonates with target audiences.

Brand Strategy Development

Have holistic view on the market dynamic, be able to set up market data tracking matrix and provide regular update to reflect market dynamic. Work with data agency and market director to provide projection on market growth, and identify brand mid-long term growth opportunity
Support marketing director to develop annual plan with clear growth drivers including but not limit to geographic/channel expansion, innovation, identify consumer behavior change purpose and powerful communication.
Work with APAC team and market directors to define brand priorities, positioning, differentiation, USP and brand personality. Ensure these strategies are in line with Cooper Vision's strategy and vision.

Portfolio Management

Work with marketing director to conduct portfolio strategy including position, price, future innovation opportunity with a combined consideration including industry trends, market dynamic, competitor performance, and consumer needs. Make recommendations regarding brand portfolio rationalization, such as brand extensions, divestitures, or repositioning. Ensure that the brand portfolio is optimized for maximum profitability and market impact.
Work with customer marketing team to develop channel growth plan which is fully following brand growth strategy.
Provide monthly by brand fcst projection with consideration of market trend, and internal performance.
Evaluate the performance of top priority product line on a regular basis. Develop tracking methodology to analyze performance including revenue, share, customer satisfaction, and consumer acceptance. Closely work with customer marketing(both off-line and EC) to understand market reaction and challenges, and lead the team for continuous optimization plan to deliver the business target.
Closely work with RAQA to understand license expirary and renew status. Lead discussion on mitigation plan due to any license gap issue.

Marketing and Communication

Conduct consumer in - depth research, including brief, research methodology identification, questionnaire development, result understanding to dig out communication opportunities in a sharp way.
Lead agency to develop integrated campaign plan that is aligned with brand growth strategy, including but not limit to campaign theme, communication asset development, social, and public relations initiatives. Lead customer marketing(both off-line and EC) and PA to amplify the campaign and landing on channels with consistent message delivery.
Develop brand communication guidelines and ensure consistent brand messaging across all marketing materials, both online and offline.
Coordinate cross - functional teams, including marketing, sales, PA and AP marketing, to ensure seamless execution of brand strategies across all touchpoints.
Develop brand communication and equity tracking methodology.
Work with APAC team to identify strong product communication story, including proposition, USP, differentiation, supported by strong RTB.
Work closely with QARA to identify strong claim which is strong, competitive, and allowed by regulations.

Product and Brand Innovation

Collaborate with AP marketing to identify opportunities for product innovation within each brand. Ensure that new product launches/re-launches are in line with the brand's identity and meet the needs of local market and consumers.
Monitor emerging trends and technologies in the industry and recommend how they can be applied to enhance the brand experience and drive competitive advantage.
Propose holistic business case including innovation proposition, price strategy, channel strategy, and launch strategy. Lead the launch process according to CVI innovation process.

Budget and Resource Allocation

Develop and manage brand communication/research budget, ensuring that resources are allocated effectively to achieve brand objectives. Monitor spending and make adjustments as needed to stay within budget constraints.

Leadership and Team Management

Provide leadership and guidance to the brand portfolio team
Foster Cooper culture
APAC corporate communication contact window

\n\n\n\nKnowledge, Skills and Abilities:\n\n

Be proactive to drive business growth.
Strong understanding of brand strategy, consumer behavior, and market dynamics.
Creative thinking and innovative approach to brand development.
Excellent communication and presentation skills.
Superior influencing and relationship-building skills, both with customers and internal stakeholders, which allow achievement of strategic and business goals.
Excellent Analytical and problem-solving abilities.
Solid leadership and team management experience.
Ability to multitask and prioritize tasks effectively
Passion for brands and consumer products.
Proficiency in marketing tools and software.
Hands-on go-getter, willing to roll up sleeves and personally act to drive success

\n\n\nWork Environment:\n\n

Office-based with some travel to the fields, customer sites and industry events.
There will be extended periods of sitting and using a computer.

\n\n\nExperience:\n\n

Minimum of 10 years of experience in brand management, marketing, or a related field. Experience in managing a brand portfolio is a significant advantage.
Proven track record of developing and implementing successful brand strategies that have led to increased brand awareness, market share, and revenue growth.

\n\n\nEducation:\n\n

Bachelor’s degree in marketing, business administration, or a related field is required. A Master’s degree in marketing or an MBA is highly preferred.

","hiringOrganization":{"@type":"Organization","name":"CooperCompanies","sameAs":"https://www.coopercos.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Shanghai, China","addressCountry":"China","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":29,"item":{"@type":"JobPosting","title":"Portfolio Manager, Cards","datePosted":"2025-06-30","description":"

Description

Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multiple awards for its digital initiatives, credit cards, bank accounts, mobile app features and services.

CBD has been recognized as the number one bank in the UAE on the Forbes list of The World’s Best Banks 2022.

As we continue to build upon our successes, we are looking for ambitious individuals who are passionate about the banking and finance industry and the markets in which CBD operates. Just as important to us is your ability to demonstrate a talent for dealing with people - your colleagues and our customers and delivering service that really goes the extra mile.

Job Purpose:

You will be responsible for Management of Cards portfolio to deliver profitable Cards business P&L, Revenue generation from both non-funded and funded income lines. Expense Management, Partnership management, Balance Sheet growth, Campaign Launch & fulfillments management and Rewards program management

Principal Accountabilities:

Oversee & implement Cards Portfolio Growth Strategy to meet business goals.

Period review & segmentation of portfolio to identify opportunities to increase revenue & profitability.

Targeted offering of Balance transfer, Loan on Card (Cash on call), Easy payment plan to drive utilization, spends and revenue per customer.

Work closely with channels including digital, tele-sales, contact center and marketing team to drive inorganic bookings.

Formulate line management framework which includes line increase, line decrease, over-limit tolerance, temporary credit limit increase by leveraging data analytics.

Periodic review and optimization of authorization rates across Card Products and ensure meeting the minimum standards set by Scheme.

Setup product upgrade & downgrade process based on past spend & utilization patterns.

Prepare Retention strategy to reduce customer attrition from profitable segments and introduce offers to retain them.

Initiate & monitor campaign performance to drive activation, win-back resulting in growth of customer base and ENR.

Comparison of product pricing and ensuring CBD Card offerings is competitive in lieu of the market scan.

Ensure adherence to the regulatory requirement of Consumer protection and other circulars issued by Central Bank.

Extend full support in periodic audit and timely closure of all open points identified as an observation part of the audit review.

Work closely with Client engagement team and other product managers to prepare an action plan as an outcome of the periodic customer complaint review.

Work closely with other stakeholders (Credit, Operation, Risk etc.) to ensure credit strategy and risk management measures are performed.

To ensure customer satisfaction & timely resolution of customer complaints related to Cards business.

o Engagement – Assist all Cards business channels in various business functions ranging from selling balance build products including Tele Sales/Contact Centre/DSA – training/process optimization/sales promotions etc.

o Accuracy-Ensuing all banking channels are updated with Product related information and are always available for customers.

o Communication- Ensure all channels are kept informed and trained on new product/process/system related changes and updates.

o Deliver- Support Cards Portfolio Head in seamless delivery of day-to-day Cards business activities

Requirements

Education and Experience

Minimum bachelor’s degree in finance or data sciences equivalent.

Data Analytics certifications with Decision Management experience will be a plus

Good knowledge and experience with online / digital marketing tools and best practices

Minimum 6 years of Banking experience with knowledge in Cards Products, Portfolio & P&L management

Minimum 4 years of experience in managing customer engagement and fulfillment campaigns and offers including but not limited to:

o Partnership based campaigns/ promotions

o Organic & Inorganic portfolio growth campaigns

o Management and execution of installment programs

o Digital Portfolio Management

o Customer Life Cycle Management

","hiringOrganization":{"@type":"Organization","name":"CBD","sameAs":"https://www.cbd.ae/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Dubai, AE","addressCountry":"United Arab Emirates","addressRegion":"Middle East"}}}},{"@type":"ListItem","position":30,"item":{"@type":"JobPosting","title":"GCS Portfolio Manager","datePosted":"2025-06-16","description":"

Company Description

IFS is a billion-dollar revenue company with 7000+ employees on all continents. Our leading AI technology is the backbone of our award-winning enterprise software solutions, enabling our customers to be their best when it really matters–at the Moment of Service™. Our commitment to internal AI adoption has allowed us to stay at the forefront of technological advancements, ensuring our colleagues can unlock their creativity and productivity, and our solutions are always cutting-edge.

At IFS, we’re flexible, we’re innovative, and we’re focused not only on how we can engage with our customers but on how we can make a real change and have a worldwide impact. We help solve some of society’s greatest challenges, fostering a better future through our agility, collaboration, and trust.

We celebrate diversity and understand our responsibility to reflect the diverse world we work in. We are committed to promoting an inclusive workforce that fully represents the many different cultures, backgrounds, and viewpoints of our customers, our partners, and our communities. As a truly international company serving people from around the globe, we realize that our success is tantamount to the respect we have for those different points of view.

By joining our team, you will have the opportunity to be part of a global, diverse environment; you will be joining a winning team with a commitment to sustainability; and a company where we get things done so that you can make a positive impact on the world.

We’re looking for innovative and original thinkers to work in an environment where you can #MakeYourMoment so that we can help others make theirs. With the power of our AI-driven solutions, we empower our team to change the status quo and make a real difference.

If you want to change the status quo, we’ll help you make your moment. Join Team Purple. Join IFS.

Job Description

A GCS Portfolio Manager has a clearly defined section of our Services Portfolio under their direction and are tasked with the definition, packaging, and effective release of the Services in our Portfolio. A GCS Portfolio Manager proactively drives the transition to a primarily recurring revenue model in Services and is expected to demonstrate hands-on leadership in sales cases as well as being a key interface to the global delivery organization.

This job description is for ownership of of the IFS Services GCS portfolio area, IFS Industrial Cloud Services. The GCS Portfolio Manager is a key partner for sales, delivery, and product leadership.

This is an opportunity to get exposure to senior leadership and stakeholders and have an impact driving the growth of the assigned portfolio offering.

As a GCS Portfolio Manager, you will be responsible for core activities including, but not limited to:

Develops and executes practical, hands-on solutions independently.
Contributes to commercial decision-making with limited supervision.
Contributes to developing and launching offerings that deliver measurable customer value.
Assists in publishing and maintaining strategy and release plans with guidance.
Ensures portfolio items are documented according to global standards.
Collaborates with portfolio managers and GCS teams to align offerings with lifecycle strategy.
Creates clear, actionable content for sales and delivery enablement, including marketing collateral.
Actively seeks and incorporates stakeholder feedback.

As a GCS Portfolio Manager, you are expected to have:

Applies sound commercial judgment in portfolio-related decisions.
Identifies opportunities to optimize financial and business outcomes.
Demonstrates confidence and adaptability in a matrix organization.
Delivers results with guidance, both independently and collaboratively.
Ensures deliverables meet quality standards with minimal supervision.
Demonstrates good attention to detail, maintaining consistency and accuracy in work.
Understands the business context and customer value within the portfolio lifecycle.
Exposure to sales opportunities, contributing to customer-focused solutions.

Specific to Industrial Cloud Services

Understands IFS Cloud vs. Legacy differences and familiar with Azure cloud technology and service requirements.
Aware of Cloud commercials, sizing, and pricing and builds key stakeholder relationships.
Fundamental understanding of Support Policy, Service Description, and Service Catalog.
Awareness of dependencies within IFS Cloud Support Terms.

Qualifications

Direct experience (>2 years) in or proven experience in creating innovating, high revenue and value service offerings
Relevant commercial experience in the enterprise software industry
Experience “solutioning” services for customers
Excellent communication skills to ensure services and enabled across IFS
Understanding of Go to Market and Sales positioning of Services
Must be able to demonstrate an understanding of key industry trends in their chosen field

Desirable:
Bachelors degree or equivalent
Direct experience (>5 years) in the applicable Portfolio area
Industry qualifications

Additional Information

We embrace flexibility and hybrid work opportunities to support diverse needs and lifestyles, while also valuing inclusive workplace experiences. By fostering a sense of community, we drive innovation, strengthen connections, and nurture belonging. Our commitment ensures you can work in a way that suits you best, while also engaging with colleagues to share ideas and build meaningful relationships.

","hiringOrganization":{"@type":"Organization","name":"IFS","sameAs":"https://www.ifs.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Colombo, WP, Sri Lanka","addressCountry":"Sri Lanka","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":31,"item":{"@type":"JobPosting","title":"ERS - Portfolio Manager","datePosted":"2025-07-02","description":"ERS - Portfolio Manager (00050930)

Organization

: EMPLOYEES RETIREMENT SYSTEM

Primary Location

: Texas-Austin

Work Locations

: Main Office (327-100001) 200 E 18th Street Austin 78701

Job

: Business and Financial Operations

Employee Status

: Regular

Schedule

: Full-time Standard Hours Per Week: 40.00 State Job Code: 1141 Salary Admin Plan: B Grade: 29

Salary (Pay Basis)

: 11,003.00 - 13,083.34 (Monthly)

Number of Openings

: 1

Overtime Status

: Exempt

Job Posting

: Jul 1, 2025, 6:36:12 PM

Closing Date

: Ongoing

Description

Our mission is simply stated: ERS offers competitive benefits to enhance the lives of its members. Each team member across the agency contributes to our ongoing success. ERS currently offers opportunities for a hybrid work environment that include flexible work schedules.

Join our team at ERS and see why we were named a Top Workplace in 2024 by the Austin American-Statesman. Learn about us here! https://topworkplaces.com/company/employees-retirement-sys/statesman/

ERS is seeking a Portfolio Manager to perform complex (journey-level) hedge fund investment asset management work, and oversees special projects within the Hedge Fund unit of the Investments Division. Supports the Managing Director of Credit & Hedge Funds and the Director of Hedge Funds in essential tasks. Works closely with the Director of Hedge Funds on all aspects of portfolio construction, risk management, and strategic direction of hedge fund portfolios. Investment work will include sourcing, strategy and risk analysis, due diligence, and recommendation(s) of hedge funds and similar investments that can meet long-term portfolio requirements and returns commensurate with board approved risk parameters. Work will be performed under general supervision of the Director of Hedge Funds with moderate latitude for self-initiative and independent judgment.

Essential Responsibilities include, but are not limited to:

Contribute on all aspects of portfolio construction and risk management including support in essential tasks and functions, as it relates to the ERS Hedge Funds Program.
Negotiate and review, under supervision of the Director of Hedge Funds, investment partnership agreements with prospective hedge fund investments, amendments to current agreements, as well as notice and delivery of redemption notices.
Communicate directly with hedge fund managers and their senior investment staff to assess strategy strengths, weaknesses and opportunities.
Communicate strategy and investment recommendations through written and/or oral reports and presentations.
Provide feedback and guidance to other hedge fund staff regarding strategy and manager research, due diligence, and strategic portfolio direction.
Support management of hedge fund investments using knowledge of advanced multi-factor analytics/models, hedge fund portfolio design, construction, strategies, allocation, implementation and monitoring.
Maintain documentation and analysis supporting investment recommendations.
Maintain and report on risk management oversight of hedge fund investments.
Maintain information databases and portfolio management systems.
Attend work regularly in accordance with agency leave and attendance policies.
Comply with ethics standards and restrictions on personal investment activities set forth in the ERS Investment Policy.
Comply with all applicable agency policies and procedures, including safety and standards of conduct.

Other Duties and Responsibilities:

Performs other duties as assigned

Workplace Behaviors:

Follow general economic, regulatory, and political developments as well as public equity and debt markets globally.
Maintain a good working relationship with other investment staff and ERS employees.
Maintain a professional relationship with vendors, General Partners, and other Limited Partners.

Required Minimum Qualifications: Your application for employment must reflect how you meet each of the following minimum qualifications:

1. Graduation from an accredited four-year college or university with a degree in finance, business administration, economics, or a related field. Each year of qualifying experience over the required may be substituted for one year (30 semester hours) of required college credit.

2. Two (2) years of experience of relevant hedge fund or fund of hedge fund experience.

3. Two (2) years of experience with hedge fund portfolio design, construction, due diligence, allocation, implementation and monitoring, including considerable familiarity of risk management.

4. Two (2) years of experience using Bloomberg, Excel, Word, PowerPoint, various statistical programs.

5. Two (2) years of experience with basic statistical methods/software and its use in return based analysis.

6. Two (2) years of experience applying risk analytics and/or multi-factor models to guide portfolio decisions in a hedge fund or similar investment environment.

Preferred Qualifications: Your application for employment should reflect how you meet the following preferred qualifications:

7. Chartered Financial Analyst (CFA) designation or current participation in the CFA program.

8. Chartered Alternative Investment Analyst (CAIA) designation or current participation in the CAIA program.

PLEASE NOTE: All applications should contain complete job history entries, which includes job title, dates of employment, name of employer, supervisor's name and phone number and a description of duties performed. If this information is not submitted, your application may be rejected because it is incomplete. Resumes do not take the place of this required information.

Other Information: This is not a remote only position. This position may require access to privileged, confidential, or sensitive data. ERS will conduct either a TXDPS or FBI criminal history check on all new hires. For more information about this policy inquiries can be made to employment@ers.texas.gov. Please note: Internal applicants in the same salary group and classification as the posted position are eligible to receive an increase in salary where applicable up to the posted maximum.

Military Occupational Specialty Codes:

There are no Military Occupation Specialty Codes assigned to this position. Please contact Human Resources at employment@ers.texas.gov with questions or for additional information.

How to Apply: Ready to join the dedicated, customer-focused team at ERS? Submit the following to the ERS Human Resources Office:

A State of Texas Application for Employment submitted online through CAPPS Recruit.

· Use the link below to create a CAPPS Recruit account and build your profile on the “My JobPage” tab in the upper left corner of the screen.

· https://capps.taleo.net/careersection/327/jobsearch.ftl?lang=en

· Once your profile is complete, click on the “Job Search” tab in the upper left corner of the screen to view available career opportunities and submit your application.

Applications submitted through Work in Texas:

If you apply for an ERS position via Work in Texas https://www.workintexas.com/vosnet/Default.aspx, you will also need to complete a supplemental questions form. For more details, refer to the instructions in the email you receive from CAPPS Recruit.

Please contact a Human Resources representative if you need assistance or require accommodation during the application process.

Email: Employment@ers.texas.gov

Web: www.ers.texas.gov

Relay Texas TDD: (800) 735-2989

LinkedIn: https://www.linkedin.com/company/employees-retirement-system-of-texas/

Qualifications

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What Portfolio Management contributes to Cardinal Health
Portfolio management is responsible for assessing customer needs, market conditions and competition to inform business strategy. This individual implements the strategy through developing, commercializing and monitoring the appropriate products and services.

Job Summary
Portfolio Management is responsible for cross functional collaboration that helps to deliver sales, profitability and inventory productivity goals by capitalizing on marketplace trends in designated categories. This role will optimize the Diabetes product portfolio for both DTC and B2B, to drive financial results, increase market share and exceed customer expectations. Responsibility will include interpretation of market dynamics and healthcare company strategies to effectively manage and execute the at Home Solutions Diabetes portfolio of products, while implementing commercialization plans within the category.

Responsibilities

Leverages market and competitive intelligence that develops strategic category plans and innovative programs to deliver on financial objectives for the product category. Applies expert knowledge of product and of market to ensure Diabetes category products gain and maintain competitive advantages in omnichannel environment.
Supports key supplier relationships and executes all SKU related activity within the product category, applying strong financial and business acumen. Regularly interacts with internal counterparts managing supplier relationships and evaluates manufacturer performance and opportunities.
Collaborates with cross functional stakeholders including Sourcing, Finance, Pricing, Marketing, Legal, Planning, Inventory Management, Sales and Operations to gain internal alignment and gather information necessary to execute category management tactics.
Continually monitors revenue and expenses for product category against established goals and reports to Director, Diabetes and Strategic Expansion on performance of product category and individual products.
Manages and optimizes category assortment planning and review processes, creating the most advantageous mix and positioning of products in the category.
With strong financial acumen, assesses sales trends and forecasts based on SKU data and evaluates implications for merchandising and pricing strategies.
Attends trade shows, conferences, and other industry events to stay abreast of market developments and assesses new merchandising and supplier opportunities.

Qualifications

8-12 years of experience, preferred
Diabetes category experience preferred
Bachelor's degree in related field, or equivalent work experience, preferred

What is expected of you and others at this level

Applies advanced knowledge and understanding of concepts, principles, and technical capabilities to manage a wide variety of projects
Participates in the development of policies and procedures to achieve specific goals
Recommends new practices, processes, metrics, or models
Works on or may lead complex projects of large scope
Projects may have significant and long-term impact
Provides solutions which may set precedent
Independently determines method for completion of new projects
Receives guidance on overall project objectives
Acts as a mentor to less experienced colleagues

Anticipated salary range: $103,500 - $147,900

Bonus eligible: Yes

Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.

Medical, dental and vision coverage
Paid time off plan
Health savings account (HSA)
401k savings plan
Access to wages before pay day with myFlexPay
Flexible spending accounts (FSAs)
Short- and long-term disability coverage
Work-Life resources
Paid parental leave
Healthy lifestyle programs

Application window anticipated to close: 08/18/2025 *if interested in opportunity, please submit application as soon as possible.

The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate’s geographical location, relevant education, experience and skills and an evaluation of internal pay equity.

Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.

Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.

To read and review this privacy notice click here

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With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a CRE Portfolio Manager in the Commercial Real Estate Division you will contribute to the underwriting of commercial real estate loan activity and strong portfolio management performance. This role will develop and analyze commercial real estate credits providing thorough recommendations. Credit opportunities will be prepared, working closely with CRE Relationship Managers, Credit Administration, and Loan Administration to close transactions originated by the CRE Relationship Manager. This role will also have a CRE portfolio of borrowing clients and support CRE Portfolio Manager II roles with their portfolios to monitor borrower and guarantor financial information, covenant compliance, maturities and delinquencies, and provide accurate assessments of ongoing financial stability. Contributing to strong portfolio quality will be a key responsibility for this role.\n

In this role you will have the opportunity to:

Analyze and investigate credit and financial information on prospective and existing customers. Perform credit inquiries for the Bank and analysis of data provided by credit bureaus, other financial institutions, and Bank files. Provide loan documentation and support activities.
Prepare credit requests, modifications, and extensions within the portfolio. Provide credit and project analysis, risk assessments, summaries, and recommendations for CRE Relationship Managers on new and existing credits.
Responsible for the tracking and analysis of financial information of new, renewed, and existing loans. Monitor loan terms for covenant compliance on existing loans. Regularly establish, review, and update new and existing loan files. Ensure maintenance of the loan monitoring system.
Responsible for the management of financial information files to ensure current reports, statements, accounts receivable, and other information on customer accounts. Manage credit files to ensure receipt of current and accurate financial information, including tax returns, inventory, credit reports, financial statements, cash flows, and contingent liabilities. Responsible for all master file maintenance, quality, and the corresponding loan reviews.
Assist CRE Relationship Managers in establishing and maintaining proper documents related to the perfection of the Bank’s lien position on loans secured by various collateral. Provide technical or advisory assistance to CRE Relationship Managers as requested.
Perform site visits of existing and potential projects as necessary.
Responsible for (in conjunction with CRE Relationship Manager) managing portfolio priorities, including reporting issues, maturities, delinquencies, and loan performance (including construction progress through absorption and lease-up performance, covenant compliance, and the appropriateness of ongoing risk ratings).
Responsible for complying with policies, procedures, security requirements, and government regulations. Ensure adherence to company and credit policies, auditing procedures, and department goals and standards. Ensure compliance of the Bank’s credit policies.

Education & Certifications

Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)

Experience

4 or more years of banking credit analysis experience required
Preferred commercial real estate analysis

Knowledge, Skills and Abilities

Advanced analytical skills and working knowledge of financial accounting with ability to spread and analyze financial statements, cash flows, and tax returns for companies and individuals with moderate to complex structures to determine financial support feasibility for credit requests.
Knowledge of company formation structures with ability to identify borrowing and guaranty structures. Solid understanding of portfolio management priorities, including reporting issues, concentrations, maturities, delinquencies, and loan performance (including construction progress through absorption and lease-up execution, covenant compliance, and the appropriateness of ongoing risk ratings).
Possess excellent verbal and written communication, organizational, and interpersonal skills. Ability to effectively manage customer relationship and maintenance issues in the absence of CRE Relationship Managers.
Ability to understand client needs, identify potential cross-sell opportunities, and participate in team calling goals involving joint retention calls and prospecting activity.
Proficient in Word, Excel, Access, and other similar programs.
Knowledge of federal and state laws and regulations relating to Commercial Real Estate Lending.

Travel

Compensation & Benefits

Targeted starting compensation range is based on location and experience: $114,191 - 134,342
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
401k (up to 4% match with immediate vesting)
Tuition reimbursement up to $5,250 annually (minimum service requirement)
Read more about these and additional benefits at: Employee Benefits | Banner Bank

Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.","hiringOrganization":{"@type":"Organization","name":"Banner Bank","sameAs":"https://www.bannerbank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Carlsbad, California","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":34,"item":{"@type":"JobPosting","title":"Project (Portfolio) Manager","datePosted":"2025-08-08","description":"

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

As Project (Portfolio) Manager you will be part of the team Projects & Processes within the COO Department of Rothschild & Co Wealth Management. You will be a key contributor to define and deliver the project (portfolio) implementing strategic priorities of the bank. In addition, you will lead or support innovation initiatives or strategic projects. You will be working closely with all internal departments and senior management in Switzerland and subsidiaries in Europe and Middle East. Occasionally, you will need to travel to national and international Wealth Management locations.

Responsibilities

Define strategic implementation targets and business architecture changes based on bank strategy
Steer the project portfolio for the bank with stakeholders in Switzerland and international subsidiaries
Ensure the project portfolio governance including meetings and tools
Initiate or engage in innovation initiatives shaping the future of the bank
Lead strategic projects throughout the entire project lifecycle
Serve the bank as project management competence center providing trainings as well as support related with project methodology and tools
Conduct analysis and research for the COO
Participate in local and international working groups within Wealth Management or Rothschild & Co Group

Experience, Skills and Competencies Required

University degree in Business Administration, Banking or a related discipline
At least 5 years of work experience in a project portfolio and project management, consulting or similar role within the financial industry, preferably wealth management
Entrepreneurial spirit combined with a positive “can-do” attitude and a desire for taking on responsibility
Problem-solving mind-set combined with strong conceptual and analytical skills
Quick grasp, able to adjust quickly to changing priorities and drive multiple topics at a time
Hands-on approach with a strong focus on execution and getting things done
Excellent communication and presentation skills
Structured, committed and collaborative personality
Fluent in English, other languages (German, French, Spanish) are considered a very important plus

Benefits

Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
We are conducive to creating a working environment and culture where people can succeed
We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses
Everyone can choose to incorporate agile working principles into their working week
We have learned a great deal about the adaptability, commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home.

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.

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Overview

As the Strategy Portfolio Manager, you will be responsible for generating clear corporate priorities, determining divisional actions to achieve corporate goals and ensuring cross-functional alignment by coordinating the working relationship between the business and the Project Management Office (PMO), as well as other business units, executive sponsors, internal stakeholders and external vendors. You will work closely with members of the PMO, product management, and other delivery teams on transforming business operations through successful execution of strategic corporate initiatives and projects.

The Strategy Portfolio Manager leverages a collaborative approach to connect the dots between individual business unit goals and corporate strategic and value assurance goals. You will act as a strategic advisor to the business and actively participates with leaders in strategic planning activities. The position enables the end-to-end strategy to execution cycle by approaching this internal service with a customer-centric and collaborative mindset. The position emphasizes using industry insights and performance metric to determine actions that generate value for Manitoba Public Insurance (MPI) while actively seeking to understand corporate priorities and cross-functional dependencies. You will also facilitates long-term vision and roadmap exercises and turns plans into outcomes by shepherding initiatives through corporate planning processes in collaboration with the PMO and Enterprise Value Assurance. A key responsibility of this role is in coordinating action-oriented quarterly planning working sessions at the corporate and divisional levels that highlight progress against plans for the purpose of responding to actual performance.

Responsibilities

Implements, maintains and controls utilization of the formal corporate Strategic Framework.
Ensures Scaled Agile governance processes and decisions are applied consistently.
Facilitates ongoing engagement with directors and business owners to plan across corporate level.
Collaborates with leadership about business cases, determines timelines for strategic cycle and pipeline, as well as approval process through Lean Portfolio Management and benefit realization management via Enterprise Value Assurance.
Takes ownership and drives strategy forward.
Engages, defines, and produces MPI’s strategic transformation roadmap, immediate and longer-term view.
Identifies strategic initiatives, assists in corporate prioritization processes, drives visibility of strategic goal achievement and supports staff at all levels to grow their strategic mindset.
Facilitates the creation of divisional roadmaps for upcoming years.
Determine annual corporate OKRs and cascaded divisional and directorate OKRs that highlight transformational priorities.
Aligns decision making for multi-year technology and business needs.
Participates in annual business planning, quarterly planning and reviews.
Engages in in-depth strategy topics within the organization.
Aligns strategic conversations with responsible leaders, and coordinates and/or supports the business.
Coordinates and aligns intent and outcomes of planning sessions with the business owners to ensure desired intent/outcome is achieved.
Facilitates strategy sessions with divisions (facilitation), supports building strategic plans, collect plans and synthesizes into the overall corporate plan.
Supports the translation of planning activities for action (OKRs, departmental, LPM initiatives, Lean, etc.).
Works with aPMO, product management and other delivery engines to translate business plans into corporate planning processes..
Gathers and analyzes relevant data, provides strategic information to leadership to enable action, adjust plans, and make fact-based decisions.
Supports, prepares and organizes information for Board planning sessions.
Supports the Board of Director strategic discussions, and provides information that directly impacts long-term strategies and goals.
Collaborates with Finance to develop annual business planning outputs and subsequently work with the business to define annual Capital funding requirements to support initiatives which supports MPI’s strategic outlook.
Helps divisions understand market trends, changes, influence, vendor road maps, and new technologies.
Plans session for divisional leaders to learn and explore industry best practices and ideas.
Scans external environment factors, new emerging technologies, impacts, etc.
Provides input into corporate KPI’s – supports and coordinates key inputs for balanced scorecard metrics and OKRs.
Oversees the creation and review of key metrics, outcomes, and reporting related to key milestones and objectives.
Provides quarterly updates to the Executive Committee.
Builds and maintains strong relationships with executive sponsors, business units, external vendors, and Information & Technology (IT) staff.
Works in partnership with business units on strategic planning, including identifying opportunities for operational efficiency.
Participates in selection and provides input on performance of project resources.
Fosters a high performance team culture that is consistent with corporate vision and values, and leading practices.

Qualifications

Education:

Degree in Commerce, Business, Information Technology or related discipline.

Experience:

Seven years of related experience, including;\n
- Three years in a leadership capacity in project or strategy delivery.
- Five years at a senior business analyst level
Experience in product strategy/vision/roadmaps in a Lean-Agile environment is an asset.
Experience collaborating with or managing complex cross-departmental teams in a Lean-Agile environment is an asset.

Technical Knowledge and Skills

Skilled in strategic thinking and planning.
Solves problems and finds creative solutions that meet the needs of the business.
Bridges the gap between business and technology.
Works independently and as a member of a team.
Advanced knowledge of IT technologies specific to MPI.
Advanced relationship management, leadership and influencing skills to guide leadership and all stakeholders to understand vision, resources, priorities and definition of completion/release.
Manages multiple tasks and a wide variety of priorities.
Projects and processes management and facilitation skills.
Apply Business Process Management skills and techniques to business solutions to maximize business value management and operational effectiveness.
Advanced communication skills to engage and inspire partners and stakeholders to drive collaboration and alignment.
Advanced attention to detail and analytical skills.

Employee Benefits

Health benefits

We offer a comprehensive health benefits program that includes:

flexible health, dental and vision plans
health spending account
travel health coverage
other extended health benefits such as ambulance, massage and physiotherapy

Financial security

In an effort to support financial security, we offer:

registered pension plan
group, dependent, and optional life insurance coverage
critical illness insurance
sick leave to cover short-term disability
long-term disability

Wellness

We offer programs that focus on how to better achieve a balance between work and personal commitments, as well as maintain a healthy workplace culture. This includes:

vacation entitlement
flexible work arrangement for eligible positions
maternity, parental and adoptive leaves
bereavement and family responsibility leaves
employee and family assistance program
mental-health programming
lunch-and-learn offerings
discounted gym memberships and wellness account

Diversity and inclusion

Manitoba Public Insurance believes that diversity and inclusion strengthens us. We consider ourselves to be a barrier-free organization where individual values, beliefs and practices are respected and appreciated for the diversity they bring to our work life.

Employee recognition

It’s important to recognize our employees for their contributions. Not only do we recognize employees as they achieve milestone years in their careers, we also have several outlets for leaders and peers to reward each other for work well done.

Professional development

We want our employees to grow, which is why we offer support in keeping their skills up-to-date. We offer in-house training, professional development and an educational assistance program.

Safety and health

In an effort to encourage a safe and healthy work environment, we offer various safety, health and workplace policies and programs along with technical expertise and assistance to support employee activities in safety and health.

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Neo Group is seeking a skilled and experienced Investments Portfolio Manager to lead our investment strategies and portfolio management efforts. In this role, you will be responsible for overseeing our investment portfolio, identifying opportunities for growth, and mitigating risks to drive profitability. You will work closely with senior management to develop, implement, and manage investment strategies that align with the company's overall objectives. Your expertise will be pivotal in ensuring optimal asset allocation while maintaining a strong focus on market trends and economic fundamentals.

Key Responsibilities:

Develop, implement, and monitor overall investment strategies and portfolio allocation across various asset classes.
Conduct thorough research and analysis of market trends, economic data, and investment opportunities.
Assess current and potential investments by evaluating financial performance, risks, and market conditions.
Collaborate with analysts to create detailed reports and presentations on investment performance and recommended actions.
Monitor and adjust portfolio holdings to maximize returns while minimizing risk exposure.
Communicate effectively with stakeholders regarding portfolio performance, market conditions, and investment opportunities.
Stay updated on regulatory changes, industry developments, and emerging investment trends.
Manage relationships with external investment managers, advisors, and other financial institutions.
Contribute to the formulation of risk management policies and practices.

Requirements

The ideal candidate will possess the following qualifications:

Bachelor’s degree in Finance, Economics, Business Administration, or a related field; Master’s degree or professional certifications (e.g., CFA, CAIA) are preferred.
A minimum of 5 years of experience in investment management, portfolio management, or related roles.
Strong analytical and quantitative skills, with a deep understanding of investment analysis, asset valuation, and portfolio management principles.
Proficient in financial modeling and analysis software, as well as investment management platforms.
Exceptional communication and presentation skills to convey complex financial concepts to stakeholders.
Strong decision-making abilities and a strategic mindset.
Experience managing diverse investment portfolios across various asset classes.
Ability to work independently and as part of a team in a fast-paced environment.
Detail-oriented with excellent organizational skills and the ability to manage multiple projects simultaneously.

Benefits

🚀 Join us on an exciting journey to shape and revolutionize a new brand in the market

💼 Get ready to enjoy a comprehensive compensation and benefits package designed to enrich your work-life balance and well-being. This package includes a competitive salary, health insurance coverage, access to our on-site gym for a healthy lifestyle, complimentary breakfast and lunch to fuel your day, and a range of diverse social events to foster team spirit, belonging and collaboration

🌍 Experience an international work environment with a passionate, motivated and professional team

🏢 Be a part of our modern office space in Ta’Xbiex, conveniently located close to all amenities and one of Malta's sought-after marinas

Being part of Neo Group means more than just a job. It's about being a part of a vibrant community with over 40 nationalities across 8 global locations. As we embrace a thrilling phase of hyper-growth and scale-up, our success is fueled by the diversity and talent of our team—potentially including you!

Explore Neo Group Further:
For more details about life and careers at Neo Group, visit our Career Website connect with us on Instagram, and engage with us on LinkedIn.

Ready to redefine the future of iGaming with us? Apply today and become a part of something truly spectacular

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A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Portfolio Manager

We have strong ambitions for the UK market, which is one of the most strategic and rapidly growing markets within our Group. Within this context, we are looking for a Discretionary Portfolio Manager, based in London:

YOUR ROLE:

Offer relationship managers and private clients investment advice and proactive portfolio management
Contribute to the development of our investment offering across multi-asset and international discretionary and advisory portfolios through investment advice aligned with the Bank's investment strategy
Manage and Implement the Investment strategy in discretionary portfolios within client constraints, with a focus on UK clients and UK fiscally efficient investments
Maintain a high degree of knowledge on assets, investment strategy and UK fiscally efficient portfolio management and advice.
Provide reporting on accounts as well as investment proposals (clients and prospects)
Follow-up of actions/options/ investment funds/ structured products proposed on the list recommended by the Bank.
Participation in the development of Portfolio Management tools for improved efficiency

YOUR PROFILE:

University education and/or recognized diploma in Investment (CFA/CIIA)
Minimum 6 to 8 years of experience in Portfolio management in a Private Bank (discretionary), a UK environment would be a plus
RDR Level 6 minimum
Very good knowledge of asset allocations and Portfolio management
Excellent customer presentation and communication skills
Ability to acquire and share skills
Ability to take decisions, flexibility and autonomy
Good knowledge of Excel and PowerPoint
Fluent English mandatory, French or any another language would be an asset

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

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Overview

Small enough to care. Big enough to deliver.

Our Portfolio Managers are responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region’s goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities.

Responsibilities

This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations.
Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented.
Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc.
Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request.
Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures.
Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer.
Ensures loan agreements are complete and accurate according to policy.
Assures timely loan closing and funding activities.
Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs.
Works on other designated credits or special projects as assigned by Portfolio Manager Team Lead, Regional President and/or Lead Commercial / Ag Banker:
May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or Portfolio Manager Team Lead.
Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships.
May participate in the planning process for the region’s Commercial/Ag Banking Department.
Participates in community and business functions/groups consistent with our Bank’s Brand Promise, Mission Statement, and Operating Principles.

Qualifications

Bachelor's degree (B. A.) from four-year College or university preferred
1-3 years related experience, or equivalent combination of education and experience.
Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills.

Created By : Compensation Range

The Perks!

Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more

100% vested 401(k) Retirement Plan with 6% company match

Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
Wellness Program
Free banking services and other financial services discounts
Take Your Dog to Work Day in June
Employee Rally Day- a day of celebration and recognition!

RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.

Let's build something great, together.

","hiringOrganization":{"@type":"Organization","name":"MidWestOne Bank","sameAs":"https://midwestone.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Farley, IA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":39,"item":{"@type":"JobPosting","title":"Portfolio Manager- Agribusiness","datePosted":"2025-08-06","description":"

Overview

Small enough to care. Big enough to deliver.

Responsibilities

This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations.
Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented.
Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc.
Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request.
Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures.
Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer.
Ensures loan agreements are complete and accurate according to policy.
Assures timely loan closing and funding activities.
Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs.
Works on other designated credits or special projects as assigned by Portfolio Manager Team Lead, Regional President and/or Lead Commercial / Ag Banker:
May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or Portfolio Manager Team Lead.
Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships.
May participate in the planning process for the region’s Commercial/Ag Banking Department.
Participates in community and business functions/groups consistent with our Bank’s Brand Promise, Mission Statement, and Operating Principles.

Qualifications

Bachelor's degree (B. A.) from four-year College or university preferred
1-3 years related experience, or equivalent combination of education and experience.
Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills.

Created By : Compensation Range

The Perks!

Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more

100% vested 401(k) Retirement Plan with 6% company match

Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
Wellness Program
Free banking services and other financial services discounts
Take Your Dog to Work Day in June
Employee Rally Day- a day of celebration and recognition!

Let's build something great, together.

","hiringOrganization":{"@type":"Organization","name":"MidWestOne Bank","sameAs":"https://midwestone.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Dyersville, IA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":40,"item":{"@type":"JobPosting","title":"PCS Portfolio Manager","datePosted":"2025-08-06","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.

GENERAL FUNCTION:

Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of Private Bank Center (PBC)client accounts. Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone and e-mail interactions. May assist more senior Portfolio Managers with larger and more complex accounts.

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:

Develop satisfied clients and new sources of asset management revenue through frequent contact of relationships, generally of low to medium complexity and size.
Work with client advisors and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities.
Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement for each client relationship. Meet with prospects and clients, preparing and presenting proposals for investment management.
Develop satisfied clients through frequent contact.
Work with Trust/Account Officers to learn the intentions of the trust or agency agreement and identify the most appropriate investment policy to accomplish client objectives.
Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client.
Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes.
Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.
Keep informed of market trends and analyze the effect of these trends on client's investment portfolios.
Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed.
Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor degree required. A major in Finance, Accounting, Economics, or Business Administration preferred.
Three or more years of experience involving money management, investment research or financial services experience.
Strong interpersonal, written and verbal communication skills, and presentation skills.
Problem solving and analytical skills.
Builds a solid knowledge of the firm’s strategies.
Proficient in the use of Microsoft Office software including Word, Excel, and PowerPoint.

WORKING CONDITIONS:

Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of a CRT screen.

PCS Portfolio Manager

LOCATION -- Cincinnati, Ohio 45202

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 Cincinnati, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":41,"item":{"@type":"JobPosting","title":"Client Portfolio Manager","datePosted":"2025-08-06","description":"

Company Description

Job Description

Key Responsibilities:

Portfolio Management:
- Help oversee and manage multi-asset portfolios catered to US Offshore clients, ensuring alignment with investment strategies and client objectives.
- Execute trades based on CIO instructions, ensuring precision and timeliness.
- Monitor portfolio performance and make adjustments as necessary to optimize returns and manage risk.
Due Diligence and Monitoring:
- Conduct comprehensive due diligence on potential fund investments, including evaluating fund performance, risk factors, and alignment with investment goals.
- Continuously monitor current investments to ensure they meet performance expectations and adhere to investment guidelines.
- Prepare detailed reports on due diligence findings and ongoing investment performance for review by the investment team and board committees.
Client Engagement:
- Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment advice.
- Meet with clients regularly to review portfolio performance, discuss strategies, and address any concerns or questions.
- Serve as the primary point of contact for client inquiries, providing exceptional service and support.
Presentation and Reporting:
- Create comprehensive and visually appealing presentation materials for client meetings, showcasing portfolio performance, market insights, and investment strategies.
- Prepare detailed reports and documentation to support investment decisions and client communications.
Collaboration and Style:
- Work closely with the CIO and other team members to develop and implement investment strategies.
- Ensure accuracy and attention to detail in all aspects of work, from trade execution to client reporting.
- Maintain meticulous records and documentation to support compliance and audit requirements.

#LI-Hybrid

Qualifications

Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degree or relevant certifications (e.g., CFA) preferred.
Minimum of 5 years of experience in portfolio management, investment analysis, or a related field.
Proficiency in Spanish or Portuguese.
Strong understanding of US Offshore multi-asset portfolio management and trading.
Proven experience in conducting due diligence on fund investments and ongoing investment monitoring.
Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
Proficiency in financial software and tools, such as Bloomberg, Excel, Addepar, Morningstar, and portfolio management systems.
High attention to detail and accuracy in managing and reporting financial data.
Ability to work independently and collaboratively in a fast-paced, dynamic environment.
Series 7 registration.

Additional Information

Disclaimer

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

NO AGENCIES PLEASE.

","hiringOrganization":{"@type":"Organization","name":"IDB Bank","sameAs":"https://www.idbny.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Aventura, FL, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":42,"item":{"@type":"JobPosting","title":"Project Portfolio Manager","datePosted":"2025-08-05","description":"

Job Description

PLEASE NOTE: Applicants must be serving as a permanent Computer Systems Manager, in order to apply OR have a comparable civil service title.

NYCERS is in search of a project management professional to take on the role of Project Portfolio Manager within the Enterprise Project Management Office (EPMO). In this position, you will be responsible managing Portfolios, Program, Projects, plus related tasks assigned by the Deputy Director (including owning / managing individual projects in an individual contributor Project Manager capacity). The successful candidate will understand both agile and waterfall methodologies. This role will contribute to and uphold the EPMO governance framework. And the successful candidate will be effective at communicating and building relationships to ensure quality / accuracy standards are met in accordance with EPMO and organizational strategies. To ensure successful job performance, this role demands working knowledge of project management practices, flexibility to take on tasks as assigned, ability to navigate conflict, a can do’ delivery-driven attitude, and an adaptive mindset.

Primary Responsibilities:
-\tProject Management: Plan, execute, and oversee assigned Portfolios, Program, and Projects as assigned, and coordinate with relevant stakeholders to ensure project outcomes are met within specific constraints (e.g., scope, schedule, risk tolerance). Takes ownership of projects in a Project Manager capacity. Report Portfolio, Program, and Project status, provide support to achieve Organizational Goals and Objectives. Manage multiple projects/tasks of varying complexities, stages, and deadlines. Ensure associated systems (e.g., Planview) and supporting documentation (e.g., SharePoint, Requests for Change) are comprehensively updated to ensure reliable reporting. Strong focus on business value and deliverables progress / impediments.
-\tStakeholder Engagement / Collaboration: Build and maintain positive relationships with internal and external stakeholders to foster alignment with project goals (e.g., leadership, EPMO personnel, project teams, customers, external agencies). Able to negotiate, resolve problems, and focus on customer service excellence. Bring wins / concerns to the attention of the Deputy Director EPMO and a timely basis.
-\tRisk Management: Identify and review potential risks and challenges associated with assigned Portfolios, Program, and Projects and partner with associated team to develop mitigation strategies to proactively address. Monitor Portfolios, Programs, and Projects to ensure compliance with relevant regulations and standards. Escalate to the Deputy Director EPMO on a timely basis.
-\tLeadership: Initially operate as an individual contributor who will manage Portfolios, Programs, and project – and will also take ownership of projects in a Project Manager capacity. This role may supervise a team responsible for supporting assigned Portfolio(s) needs and overseeing daily functions.
-\tSupport to the Deputy Director EPMO: Serve as key and trusted partner to the Deputy Director EPMO. Assist the Deputy Director EPMO with implementing effective Governance across the EPMO Portfolios (e.g., presentation) and support leadership’s Change Management vision plus related improvement initiatives (e.g., prioritization, demand / capacity, implementation of hybrid agile practices).
-\tPartner with the Run the Business Product Owner (PO): Collaborate with the PO on business value, business requirements, and scope progress / impediments.
-\tCertifications: Project Management Professional (PMP) certification required, Certified Scrum Master (CSM) preferred.

COMPUTER SYSTEMS MANAGER - 10050

Qualifications

1. A master's degree in computer science from an accredited college or university and three (3) years of progressively more responsible, full-time, satisfactory experience in Information Technology (IT) including applications development, systems development, data communications and networking, database administration, data processing, or user services. At least eighteen (18) months of this experience must have been in an administrative, managerial or executive capacity in the areas of applications development, systems development, data communications and networking, database administration, data processing or in the supervision of staff performing these duties; or

2. A baccalaureate degree from an accredited college or university and four (4) years of progressively more responsible, full-time, satisfactory experience as described in \"1\" above; or

3. A four-year high school diploma or its educational equivalent, and six (6) years of progressively more responsible, full-time, satisfactory experience as described in \"1\" above; or

4. A satisfactory combination of education and experience equivalent to \"1\", \"2\" or \"3\" above. However, all candidates must have at least a four-year high school diploma or its educational equivalent and must possess at least three (3) years of experience as described in \"1\" above, including the eighteen (18) months of administrative, managerial, executive or supervisory experience as described in \"1\" above.

In the absence of a baccalaureate degree, undergraduate credits may be substituted for a maximum of two (2) years of the required experience in IT on the basis of 30 semester credits for six (6) months of the required experience. Graduate credits in computer science may be substituted for a maximum of one (1) year of the required experience in IT on the basis of 30 graduate semester credits in computer science for one (1) year of the required IT experience. However, undergraduate and/or graduate credits may not be substituted for the eighteen (18) months of experience in an administrative, managerial, executive, or supervisory capacity as described in \"1\" above.

Additional Information

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

","hiringOrganization":{"@type":"Organization","name":"City of New York","sameAs":"https://www.nyc.gov"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York City, NY, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":43,"item":{"@type":"JobPosting","title":"Quant Portfolio Manager","datePosted":"2025-08-03","description":"

Anagram is a digital assets holding company where we build and incubate new crypto projects.

MISSION

Build and accelerate decentralized technology to reorder our economies into communities of distributed and individual ownership

VALUES

At Anagram we play, build, and win as a team. We like to have fun while we relentlessly pursue excellence in everything we do. We are entrepreneurs first, thinking radically outside the box, creatively and futuristically. We are working hard to re-order the world while focusing on sincere open-mindedness, curiosity and radical transparency.

THESIS

More and more people will continue to enter the digital asset ecosystem.

All existing assets will be digitized and new assets will be created.

Digitized assets will become financialized and interoperable.

Web3 will enable open access to all modern and future forms of finance.

Anyone, anywhere, will be able to create financial products.

Through active participation, Anagram is committed to accelerating the digital financialization of everything and enabling everyone to participate in the digital asset ecosystem.

Looking forward to working together!

If this isn't the right fit, we are hiring across a number of roles and would be happy to consider your candidacy. Feel free to email your resume to recruiting@anagram.xyz

","hiringOrganization":{"@type":"Organization","name":"Anagram","sameAs":"https://www.anagram.xyz/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Anywhere"}}}},{"@type":"ListItem","position":44,"item":{"@type":"JobPosting","title":"Senior Portfolio Manager","datePosted":"2025-08-05","description":"

At Latitude, we make it possible – for our customers, our communities, and our people. We believe in creating opportunities that truly matter, helping you thrive both professionally and personally. That’s why we offer benefits that make a real difference in your life.

We make it possible…

to spend more time with your loved ones – with an extra week of paid leave each year through our Take 5 initiative.
to balance work and life – with a hybrid working model, giving you the flexibility to work from home while connecting in the office just two days a week or work remote for certain roles.
to put your wellbeing first – with Sonder, a 24/7 support app for mental and physical wellness.
to access great financial benefits – with discounts on Latitude products and services.

Reporting to the GM, Product, Risk and Compliance, we are looking for a seasoned and strategic Senior Portfolio Manager to take ownership of our Personal and Auto Loans portfolio.

In this pivotal role, you will apply your financial services expertise—particularly in lending products—to design, manage, and optimise portfolio performance and profitability. Working closely with the Product Management, Marketing & Analytics teams, you will also play a key role in enhancing the customer experience and driving business growth.

This opportunity is ideal for a candidate with proven portfolio management experience (preferably within financial services), strong analytical acumen, and a passion for delivering customer-centric outcomes.

Let’s look at some key responsibilities:

Overseeing the loans portfolio, ensuring alignment with the company’s strategic goals and customer needs.
Monitor, analyse, and report on portfolio performance, identifying trends, variances, and opportunities for improvement.
Design and implement strategies for portfolio growth and optimisation, focusing on risk-adjusted returns and customer life-time value.
Working with the Product team on offer-development to drive growth in the portfolio (including Top-Up, Retention, Redraw and X-sell offers)
Working with Product and Marketing to translate new customer management programs into marketing execution plans.
Undertake a value driven approach to monitor program performance at a campaign and offer level and make necessary adjustments via a robust test and learn approach
Track key portfolio metrics to measure the success of launched initiatives

Ideally, we're looking for the following:

Over 5 years working experience in banking and financial industry (Loans experience desirable but other financial services product experience is suffice)
Previous experience in a portfolio management role is highly desirable
Demonstrated experience identifying opportunities to improve customer and business outcomes and drive customer behavioural change though campaign execution and/or capability build.
Strong financial acumen and a deep understanding of customer drivers, behaviours and P&L
Good understanding of loan receivables and marketing platforms and processes
Strong business acumen and initiative management skills
Highly analytical with strong numeric sense
Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
Ability to work unsupervised and adjust priorities quickly as circumstances dictate
Demonstrated problem-solving and decision-making skills
Ability to work in a team-oriented environment

We are driving an environment and experience that is open, authentic, inclusive, energetic, progressive and innovative. If you are comfortable in a fast moving and changing environment and operating with levels of ambiguity…we would love to chat with you.

Latitude offers a flexible working environment. We support a safe, healthy, engaging, and productive working environment for all employees and workers, whether that be in your home, the office or a combination of both.

We're Latitude, partners in money.

Latitude may seem like the new kid on the block, but it's taken us almost a hundred years to become an overnight success.

Digital payments, cards, loans, and insurance is what we offer - but what we really are is a platform that helps people shop and live better.

Always living and breathing our values. Take Ownership, Pursue Excellence, Win Together, Create Tomorrow.

We're not engaging any recruitment agencies for this role, so if you're interested. Please apply directly!

Successful applicants will be required to complete a background check (including criminal history and bankruptcy check) prior to commencement of employment.

Only open to Australian or New Zealand Permanent Residents or Citizens.

","hiringOrganization":{"@type":"Organization","name":"Latitude Financial Services","sameAs":"https://www.latitudefinancial.com.au/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"AUS VIC Melbourne, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":45,"item":{"@type":"JobPosting","title":"Portfolio Manager - Fraud","datePosted":"2025-08-05","description":"

Job Description

Purpose of the role

To support the Risk Function in delivering it’s objective of safeguarding the bank's financial and operational stability by proactively identifying, assessing, mitigating, and monitoring risks across various business units and activities.

Accountabilities

Development of strategic direction for risk, including the implementation of up-to-date methodologies and processes.
Management of the risk department, including oversight of risk colleagues and their performance, implementation of risk priorities and objectives, oversight of department efficiency and effectiveness.
Relationship management of risk stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third-party services.
Adherence to the Risk policy, standards and frameworks, and maintaining a robust control environment.

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.

Embark on a transformative journey as a Fraud Analytics Manager. At Barclays, our vision is clear –to redefine the future of banking and help craft innovative solutions. To achieve this vision, the Fraud team works with Product and Technology Development teams to anticipate and prevent criminal exploits that would impact the bank’s profitability goals. Fraud Analytics Managers have a team of analysts who detect new attack patterns and deploy effective loss control settings while providing excellent customer experience.

To be successful in this role, you should:

Have a college degree in an analytical/technical discipline
Possess knowledge of industry standard analytical tools such as SAS or Python/R used to query large relational database or Hadoop data sources
Understand high-volume, online, automated decision systems, and how to safely maintain complex business rule systems with machine learning support
Have experience with advising and influencing decision making, contributing to policy development, and taking responsibility for operational effectiveness
Be proficient in leading a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function

Other highly valued skills include:

Experience with identity theft management vendors
Have experience with identity theft mitigation on credit card, deposit, or loan products
Have worked in financial services or other highly regulated industry
Collaborating closely with other functions/ business divisions
Setting objectives and coaching employees in pursuit of those objectives, appraising performance relative to objectives and determining reward outcomes

You may be assessed on the 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.

This role is based on our Wilmington, Delaware office.

","hiringOrganization":{"@type":"Organization","name":"Barclays","sameAs":"https://home.barclays/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Dryrock Building, Wilmington, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":46,"item":{"@type":"JobPosting","title":"Senior Portfolio Manager","datePosted":"2025-08-12","description":"

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Senior Portfolio Manager

Locations: Fort Worth, TX

Get To Know Us:

SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.

The Senior Portfolio Manager independently oversees and manages a complex portfolio of unique and illiquid assets, such as real estate, oil & gas interests, notes and mortgages, and closely held businesses. This role is integral in both daily portfolio administration and strategic asset oversight, typically within a fiduciary trust or investment management setting. The individual serves as both an internal expert and client-facing advisor, delivering comprehensive asset management solutions and helping mitigate institutional risk.

Why You Will Love It Here!

Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans

Your Future: 401k Matching Program, Professional Development Reimbursement

Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays

Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave

Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

Training: Hands-On, Team-Customized, including SS&C University

Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

Asset Management & Oversight:

Provide expert asset oversight throughout the life of trust and estate accounts, ensuring risk mitigation, compliance, and fiduciary standards.

Administer oil, gas, and mineral interests, including lease negotiation, title analysis, revenue verification, division orders and joint interest billing.

Independently manage a portfolio of developed and undeveloped properties, including residential, commercial, and income producing real estate. Coordinate the management of agricultural real estate through a third party outsource provider.

Execute decisions regarding leasing, sales, repairs/maintenance, appraisals, inspections, insurance and third-party property management.

Fiduciary and Compliance Duties:

Apply fiduciary principles in asset acceptance, risk assessment, and ongoing administration.

Familiar with and have experience in trust, estate and fiduciary administration and accounting principles.

Conduct thorough pre-acceptance due diligence and post-acceptance reviews of unique assets in trusts and estates.

Act as a gatekeeper to safeguard the institution from risk associated with taking on fiduciary responsibilities for complex assets.

Client Relationship Management:

Partner with trust officers, portfolio managers, and external advisors to deliver high-quality, tailored service.

Acts as the subject matter expert on assigned unique assets within estates, trusts, agency, and individual accounts, ensuring effective ongoing administration. Proactively resolves account-related issues to maintain high service standards, provides strategic asset management guidance, and fosters long-term client relationships through consistent communication and expertise.

What You Will Bring:

College degree or equivalent in business, real estate, finance, accounting, or management.

At least 5 years of experience in real estate, oil & gas, or trust/estate administration.

Knowledge of real estate and mineral rights, lease structuring, and title issues.

Familiarity with crop/farm management (for agricultural holdings).

Proficiency in PC applications like Word, Excel, and database systems.

Strong analytical, communication, and negotiation skills.

Trust and fiduciary administration knowledge.

Self-motivated, team-oriented, and detail-focused.

Ability to interpret legal trust documents and apply fiduciary standards accordingly.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers.

#LI-MG2

#LI-Hybrid

#CA-MG

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

","hiringOrganization":{"@type":"Organization","name":"SS&C Technologies","sameAs":"https://www.ssctech.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Fort Worth TX, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":47,"item":{"@type":"JobPosting","title":"TPS Portfolio Manager","datePosted":"2025-08-11","description":"

Application Deadline:

09/04/2025

Address:

100 King Street West

Job Family Group:

Commercial Sales & Service

Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.

Provides support for sales activities such as presentations, bids/proposals, and requests for information.
Develops an effective external network to support the identification of new and increased investment/lending business opportunities.
Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
Establishes and enhances the Bank’s brand by participating in meaningful and focused business and community.
Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services.
Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
Coordinates cash management product implementation and financial transaction set-up.
Ensures consistent personnel training throughout the team.
Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.
Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.
Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
Maintains current client information on Bank system/files to ensure client history is accurate and complete.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Technical proficiency gained through education and/or 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:

$56 000,00 - $103 500,00

Pay Type:

Salaried

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

About Us

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.

","hiringOrganization":{"@type":"Organization","name":"BMO","sameAs":"https://www.bmo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"FCP, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":48,"item":{"@type":"JobPosting","title":"Project Portfolio Manager","datePosted":"2025-08-07","description":"

It’s an exciting time to join Superbet, we’re entering new markets, developing new technologies, and moving step by step towards our goal of exciting the world. As our business grows, the number of exciting people initiatives grows with it, and we’re looking for a new colleague to partner with our team to bring these to life.

\n\n\n\n

This new position is created due to significant and fast growth of the Superbet business in the last 3-4 years and to support its amazing growth plan both organically and through M&A. At Superbet we aim to “Nail it to Scale it”!!

As the Project Portfolio Manager, you will be part of the Finance Transformation team that has overall responsibility for defining and overseeing the LATAM Finance Transformation Roadmap. The Finance Transformation team are a new addition to the Finance vertical and it will be important for the successful candidate to help the Head of Finance Transformation continue to build the credibility and value proposition of a Transformation team. So, a “can do” attitude and “willingness to get hands dirty” will be a prerequisite for success in the Role.

The Role will be responsible for a collection of projects for the Finance vertical of Superbet Group, for aligning them with strategic goals by prioritizing initiatives, optimizing resource allocation across projects, monitoring performance, and managing risks to ensure the portfolio delivers maximum value and meets business and Departmental objectives. The role requires strong analytical skills, strategic thinking, and the ability to collaborate with various stakeholders to make informed decisions regarding project selection, prioritization, and execution.

The role will also require at times the successful candidate to play a hands-on role in assuming the role of Project manager, Business analyst, Change manager, and/or Stakeholder Engagement manager to ensure the right outcomes are achieved for the Finance internal customers and vertical. We aim to strike the right balance between being strategic and frugal with Superbet resources.

This position is based in the São Paulo
Required: Please submitt your CV in English

\n\n\n\n\n\n

We are looking for someone who :

Strong academics, including degree level education and likely Big 4 background with 3-4 years PQE
Proven experience in project management methodologies and best practices.
Strong analytical and problem-solving skills to evaluate project performance and identify areas for improvement.
Excellent communication and interpersonal skills to effectively collaborate with cross-functional teams and stakeholders.
Expertise in portfolio management tools and software.
Understanding of financial analysis and budgeting principles to assess project viability.
Leadership abilities to guide project teams and manage complex portfolio initiatives.
Experience of working in a multi-cultural and multi-location environment with an ability to work independently and prioritise workload as part of a geographically dispersed team.
Enthusiastic and ability to take initiative and provide direction to others.
Organised self-starter, with drive and ambition to quickly make an impact within an evolving business.
Strong project management skills with an attention to detail.
Relevant sector experience would serve an advantage, such as Gaming background, digital, retail or e-Commerce.
Fluent in English with exceptional writing capabilities.
Excellent communicator and good team and leadership skills, with ability to build close relationships with colleagues and key stakeholders.
Listed experience or within a high-growth business a benefit but not essential.
Provide support to colleagues at all levels including training where necessary.

What you'll be doing:

Primary:

Strategic Alignment:\n
- Evaluate and select projects that align with the organizations and departments strategic vision and priorities.
- Analyse project proposals to assess their potential impact and alignment with business and departmental goals.
- Regularly communicate portfolio status and performance to key stakeholders, including senior management.
\n

Resource Management:\n
- Optimize resource allocation across projects within the portfolio to maximize efficiency and effectiveness.
- Identify resource constraints and proactively address potential bottlenecks.
- Collaborate with project managers to ensure efficient resource utilization.
\n

Performance Monitoring:\n
- Track key performance indicators (KPIs) of each project within the portfolio.
- Regularly assess project progress and identify areas for improvement.
- Generate reports to provide visibility into portfolio health and potential risks.
\n

Risk Management:\n
- Identify, assess, and mitigate potential risks across the project portfolio.
- Develop contingency plans to address potential issues and minimize impact.
- Monitor risk levels and escalate critical issues as needed.
\n

Project Prioritization:\n
- Utilize established criteria to prioritize projects based on business value, urgency, and resource availability.
- Facilitate decision-making processes to select projects for execution and potentially de-prioritize or cancel others.
\n

Stakeholder Management:\n
- Build and maintain strong relationships with key stakeholders across different departments.
- Communicate effectively to ensure alignment on portfolio goals and expectations.
- Address concerns and manage stakeholder expectations throughout the project lifecycle.
\n

Secondary: (on an as needs basis)

Project Manager:

Oversee Business process reengineering and digital transformation projects, ensuring they stay on track with timelines, budget, and scope.

Business Analyst:

Analyse existing business processes, identify pain points, and define requirements for needful Transformation.

Change Manager:

Facilitate organizational change by communicating the transformation vision, training employees, and managing resistance.

\n
- Assist with ad-hoc projects and tasks (on an as needs basis)
\n

Other considerations:

Primarily Brazil (Sao Paulo) based/hybrid role with some travel required to other key locations/offices. (E.g.: Croatia, Gibraltar, Malta, Romania, Belgium, UK)
Travel may be required in the early stages of projects scoping, during project kick-off, training, and hyper care to other locations of 2-3 days per week on a fortnightly basis.

\n\n\n

About Superbet Group

Superbet is a global tech and entertainment company committed to delivering thrilling, technology-driven, sports betting and gaming experiences to millions of customers worldwide. Established in 2008, in Romania, the Group operates in over 12 countries, with key markets in Romania, Belgium, Poland, Serbia, and Brazil.

Superbet’s ambitious growth strategy currently focuses on expanding across Europe and Latin America while delivering immersive customer experiences and redefining ways to connect with its audience. Across international markets, the Group’s global expansion strategy is driven by innovation, responsible technology, and a passion for supporting iconic sports clubs and athletes.

Global Recognition and Standards

In 2019, Blackstone Inc., the world’s largest private equity firm, recognized Superbet’s vision and achievements with a strategic minority investment of €175 million. In 2025, the company further strengthened its financial position through a 1.3 billion Euro refinancing agreement, reinforcing its partnerships with Blackstone and certain funds and accounts managed by HPS Investment Partners, paving the way for an accelerated global growth.

As a leader in compliance and best practices, Superbet Group is an active member of the International Betting Integrity Association (IBIA) and the European Betting & Gaming Association (EGBA).

","hiringOrganization":{"@type":"Organization","name":"Superbet","sameAs":"https://www.superbet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Brazil","addressCountry":"Brazil","addressRegion":"South America"}}}},{"@type":"ListItem","position":49,"item":{"@type":"JobPosting","title":"Senior Portfolio Manager","datePosted":"2025-08-07","description":"

Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

The Senior Portfolio Manager’s primary purpose is to maximize the client’s long-term profitability by optimizing the occupancy and expenses of the assets in the portfolio.

Responsible for the complete servicing and management of assets and directing and leading a team who is associated with those assets. This role has budget, business development, and strategic responsibilities for an Office Park in Alpharetta, Georgia.

This will be accomplished by cost-effectively building tenant relationships and generating an environment that draws tenants to and retains them in the properties. This requires proactive maintenance of the property, the facilitation of positive vendor relations, and addressing problems in a manner that demonstrates value to the tenant and to the client, and proper administration and accounting procedures. To accomplish this, the Senior Portfolio Manager will lead a cohesive team of staff members and vendors with management, motivation, and delegation skills. A primary focus of the Senior Portfolio Manager is to be a direct point of contact for the client’s asset manager and continue to develop the ongoing relationship.

PROPERTY MANAGEMENT FUNCTIONS

Tenant Relations
Yardi accounting software
Kardin Budgeting Software
WorkSpace work orders system or similar
Contract Services Administration
Lease administration
Leasing (Strategies and Negotiation)
Escalation
Construction and Tenant build-outs
Remodeling
Engineering and Preventive maintenance
Energy Management
Accounting and Financial Analysis
Budgeting
Business Plan
Activity reports
Security
Emergency Procedures
Policy Manual and Administration
Partner and Development Office Relations
Insurance
Garage and/or Parking Operations
Operations Sequence
Personal Administration
Training
Employee Relations
Management Skills
Tax Assessment (Annual)

ESSENTIAL DUTIES AND RESPONSIBILITIES (Other duties may be assigned)

Lead, manage, and motivate staff and vendors.
Continuously inspect the building, grounds, vacant and occupied space to determine repairs or maintenance required to maintain high quality appearance and building/property condition. Develop preventive maintenance programs with maintenance personnel, including necessary preparation for seasonal variations.
Become familiar with all tenant leases and Building Rules and Regulations to be able to review and investigate tenant complaints and lease questions. Follow up with tenants in a timely manner on resolution of complaints, status of Tenant Service Requests, and miscellaneous tenant requirements.
Build tenant loyalty by having a total-service approach to the job.
Coordinate completion of tenant improvements required in leases and lease amendments. Coordinate and monitor billing of all fees and expenses related to tenant service requests.
Research and provide information on operating costs and maintenance requests.
Maintain and enforce all service contracts and contractor relationships required by the property.
Review monthly general ledger and balance sheet. Prepare, review, and analyze standard monthly reports including Tenant Rent Rolls, Balance Sheets, Variance Reports, Project Lists, Rent Projections, Cash Flow Projections and Aged Delinquency Reports.
Contribute to sales and leasing by working in cooperation with the Leasing Team to ensure the property is marketable primarily based on value, not solely on price. Support leasing activities and the negotiation process.
Perform and manage special projects and tenant events as required.
Supervision of all maintenance programs relating to interior and exterior condition and appearance of the property.
Responsible for a positive and prompt response to requests from building tenants and to the implementation of ongoing contact programs to constantly assess tenant needs and to assure problems are being solved promptly and to the mutual benefit of the tenant and the property.
Responsible for the selection of outside contract services, vendors, negotiation of service agreements, and day-to-day monitoring of vendor performance to assure full compliance with standards established within the service agreement.
Responsible for the development and administration of the Business Plan, Action Plan, and Budget for the property. Upon approval of the Business Plan, Action Plan, and Budget, the Sr. Portfolio Manager is accountable for maintaining management practices within the parameters of the approved Business Plans, Action Plans, and Budget.
Accountable for the collection, analysis, and reporting of such data as may be required to provide an accurate and current assessment of building management results.
Responsible for the administration of all tenant leases in full compliance with lease provisions. The Sr. Portfolio Manager is responsible for the timely determination of escalations, time collection of all rents and for undertaking appropriate action to help lease available space within the building.
Responsible for ongoing meaningful communications with the owner’s representative of the property and the appropriate accounting staff. Responsible for understanding and accomplishment of owner’s goals and objectives for the project.
Responsible for the day-to-day financial management of the property with specific attention to accounts receivable, collection activities, financial analysis, maintenance of accounts payable on a current basis (taking advantage of discounts wherever possible) and the maintenance of all necessary financial records and files in an accurate and timely manner.
Charged with full compliance of all policies and procedures with respect to the administration of personnel employed, as part of the approved staffing tables.
Accountability for compliance with on-the-job training activities for subordinates and trainees, working within the policies and procedures set out by the management company

MINIMUM QUALIFICATIONS:

Bachelor’s degree or equivalent combination of education and experience.
Proven ability to lead a team.
Minimum of 7 years work experience in Commercial Real Estate Property Management.
Accounting/Accounts Receivable/Payable experience required.
Customer service experience.
Experience with monthly reporting, budgeting, contract administration, and leasing for commercial properties. Ability to analyze legal documents and financial reports.
Excellent verbal and written communication skills.
Ability to work in a team environment with positive attitude.
Highly organized and detail-oriented.
Proven ability to multi-task.
Ability to handle confidential information with discretion.
Ability to maintain focus in a fast-paced environment with many daily interruptions.
High level of computer skills necessary to execute the job functions effectively — MS Word, Excel, PowerPoint, etc.

DESIRED QUALIFICATIONS:

Bachelor’s degree in related field

About Lincoln Property Company

Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. Lincoln’s combined management and leasing portfolio on behalf of institutional clients includes more than 562 million square feet of commercial space. In addition to providing third-party real estate services, Lincoln has completed over 164 million square feet of development since its inception in 1965 and has another $19.5 billion currently under construction or in the pipeline. For more information, visit: www.lpc.com.

All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.

By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy.

","hiringOrganization":{"@type":"Organization","name":"Lincoln Property Company","sameAs":"https://www.lpc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Atlanta, GA","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":50,"item":{"@type":"JobPosting","title":"Senior Portfolio Manager","datePosted":"2025-08-07","description":"

The Senior Portfolio Manager’s primary purpose is to maximize the client’s long-term profitability by optimizing the occupancy and expenses of the assets in the portfolio.

PROPERTY MANAGEMENT FUNCTIONS

Tenant Relations
Yardi accounting software
Kardin Budgeting Software
WorkSpace work orders system or similar
Contract Services Administration
Lease administration
Leasing (Strategies and Negotiation)
Escalation
Construction and Tenant build-outs
Remodeling
Engineering and Preventive maintenance
Energy Management
Accounting and Financial Analysis
Budgeting
Business Plan
Activity reports
Security
Emergency Procedures
Policy Manual and Administration
Partner and Development Office Relations
Insurance
Garage and/or Parking Operations
Operations Sequence
Personal Administration
Training
Employee Relations
Management Skills
Tax Assessment (Annual)

ESSENTIAL DUTIES AND RESPONSIBILITIES (Other duties may be assigned)

Lead, manage, and motivate staff and vendors.
Continuously inspect the building, grounds, vacant and occupied space to determine repairs or maintenance required to maintain high quality appearance and building/property condition. Develop preventive maintenance programs with maintenance personnel, including necessary preparation for seasonal variations.
Become familiar with all tenant leases and Building Rules and Regulations to be able to review and investigate tenant complaints and lease questions. Follow up with tenants in a timely manner on resolution of complaints, status of Tenant Service Requests, and miscellaneous tenant requirements.
Build tenant loyalty by having a total-service approach to the job.
Coordinate completion of tenant improvements required in leases and lease amendments. Coordinate and monitor billing of all fees and expenses related to tenant service requests.
Research and provide information on operating costs and maintenance requests.
Maintain and enforce all service contracts and contractor relationships required by the property.
Review monthly general ledger and balance sheet. Prepare, review, and analyze standard monthly reports including Tenant Rent Rolls, Balance Sheets, Variance Reports, Project Lists, Rent Projections, Cash Flow Projections and Aged Delinquency Reports.
Contribute to sales and leasing by working in cooperation with the Leasing Team to ensure the property is marketable primarily based on value, not solely on price. Support leasing activities and the negotiation process.
Perform and manage special projects and tenant events as required.
Supervision of all maintenance programs relating to interior and exterior condition and appearance of the property.
Responsible for a positive and prompt response to requests from building tenants and to the implementation of ongoing contact programs to constantly assess tenant needs and to assure problems are being solved promptly and to the mutual benefit of the tenant and the property.
Responsible for the selection of outside contract services, vendors, negotiation of service agreements, and day-to-day monitoring of vendor performance to assure full compliance with standards established within the service agreement.
Responsible for the development and administration of the Business Plan, Action Plan, and Budget for the property. Upon approval of the Business Plan, Action Plan, and Budget, the Sr. Portfolio Manager is accountable for maintaining management practices within the parameters of the approved Business Plans, Action Plans, and Budget.
Accountable for the collection, analysis, and reporting of such data as may be required to provide an accurate and current assessment of building management results.
Responsible for the administration of all tenant leases in full compliance with lease provisions. The Sr. Portfolio Manager is responsible for the timely determination of escalations, time collection of all rents and for undertaking appropriate action to help lease available space within the building.
Responsible for ongoing meaningful communications with the owner’s representative of the property and the appropriate accounting staff. Responsible for understanding and accomplishment of owner’s goals and objectives for the project.
Responsible for the day-to-day financial management of the property with specific attention to accounts receivable, collection activities, financial analysis, maintenance of accounts payable on a current basis (taking advantage of discounts wherever possible) and the maintenance of all necessary financial records and files in an accurate and timely manner.
Charged with full compliance of all policies and procedures with respect to the administration of personnel employed, as part of the approved staffing tables.
Accountability for compliance with on-the-job training activities for subordinates and trainees, working within the policies and procedures set out by the management company

MINIMUM QUALIFICATIONS:

Bachelor’s degree or equivalent combination of education and experience.
Proven ability to lead a team.
Minimum of 7 years work experience in Commercial Real Estate Property Management.
Accounting/Accounts Receivable/Payable experience required.
Customer service experience.
Experience with monthly reporting, budgeting, contract administration, and leasing for commercial properties. Ability to analyze legal documents and financial reports.
Excellent verbal and written communication skills.
Ability to work in a team environment with positive attitude.
Highly organized and detail-oriented.
Proven ability to multi-task.
Ability to handle confidential information with discretion.
Ability to maintain focus in a fast-paced environment with many daily interruptions.
High level of computer skills necessary to execute the job functions effectively — MS Word, Excel, PowerPoint, etc.

DESIRED QUALIFICATIONS:

Bachelor’s degree in related field

About Lincoln Property Company

All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.

By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with the companies privacy policy.

","hiringOrganization":{"@type":"Organization","name":"Lincoln","sameAs":"https://www.lpc.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Atlanta, GA","addressCountry":"United States","addressRegion":"North America"}}}}]}

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