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

Roles & Responsibilities:

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

Requirements

What We’re Looking For

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

Why Join Us

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

ABOUT US

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

Business & Corporate Services provided:

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

For more information, please visit GoGlobal.com

OVERVIEW

We Measure Success by Results, Not Hours Worked

No timesheets.

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

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

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

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

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

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

WHY WE ARE DIFFERENT

We Make Growing Your Career Possible

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

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

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

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

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

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

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

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

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

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

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

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About this role:

Wells Fargo is seeking a Mid-Corporate Portfolio Management Senior Manager as part of Market Coverage in the Commercial Bank. This role will lead a team responsible for the underwriting and portfolio management activities of Mid-Corporate sized companies across a variety of industry segments. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Manage and develop a team of credit professionals within the Mid Corporate Portfolio Management functional area with a focus on delivering moderately to highly complex credit and risk products or services to Mid Corporate clients, stakeholders and internal partners associated with the function
Identify and recommend opportunities for process improvement and risk control development within Mid Corporate Portfolio Management functional area
Lead Mid-Corporate Portfolio Management teams by making strategic decisions to resolve issues regarding resources, objectives, and operations to meet deliverables
Provide leadership support, resource management, and tools to appropriately adhere to a range of policies and procedures for functions with moderate to high complexity across a large, diversified portfolio
Collaborate with and influence Mid Corporate Portfolio Management peers, colleagues, and multiple level managers, as well as interact directly with external customers
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Mid-Corporate Portfolio Management
Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

8+ years of Mid-Corporate Portfolio Management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience

Desired Qualifications:

Material knowledge and experience with Mid-Corporate sized companies across a variety of industry segments and to corporations with complex credit executions related to acquisition financing and bridge underwriting
Leadership experience with ability to effectively manage and engage teams
Experience originating, structuring, and executing bank lending transactions, other credit related products, for critical or complex clients
Strong knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements for leveraged transactions
Comprehensive knowledge and understanding of core banking products and services
Fundamental understanding of various capital markets (e.g. bonds, TLB, private credit, etc.) a plus
Bachelor’s degree in accounting, finance, or business
Experience in swiftly adopting and executing change management to enable business growth
Experience developing and maintaining external and internal partnerships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Excellent verbal, written, and interpersonal communication skills

Job Expectations:

This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 10% of the time
#commercialbanking

Locations:

550 South Tryon Street - Charlotte, North Carolina 28202
150 E 42nd Street - New York City, New York 10017

Pay Range:

$215,000 - $355,000 USD Annual

Eligible for discretionary annual bonus

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$215,000.00 - $355,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

18 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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

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

What you’ll do …

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

What we’re looking for…

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

What’s in it for you?

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

About Us

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

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

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

","hiringOrganization":{"@type":"Organization","name":"ING","sameAs":"https://www.ing.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":4,"item":{"@type":"JobPosting","title":"Associate Portfolio Management","datePosted":"2025-08-01","description":"

Company Description

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

Job Description

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

Qualifications

Key Responsibilities

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

Skills, Experience & Qualifications

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

Professional Qualifications and Education

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

","hiringOrganization":{"@type":"Organization","name":"Evelyn Partners","sameAs":"https://www.evelyn.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bristol, Bristol, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":5,"item":{"@type":"JobPosting","title":"Associate Portfolio Management","datePosted":"2025-08-07","description":"

Company Description

Job Description

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

Qualifications

Key Responsibilities

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

Skills, Experience & Qualifications

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

Professional Qualifications and Education

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

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

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

Responsibilities :

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

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

Qualifications / Education:

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

Experience / Knowledge:

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

Competencies:

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

How to succeed

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

Rewards and benefits

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

The benefits of working with us at ING include:

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

Want to apply directly?

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

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

About us

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

","hiringOrganization":{"@type":"Organization","name":"ING","sameAs":"https://www.ing.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"AME (Amsterdam - Maple), Netherlands","addressCountry":"The Netherlands","addressRegion":"Europe"}}}},{"@type":"ListItem","position":7,"item":{"@type":"JobPosting","title":"Associate Portfolio Management","datePosted":"2025-08-04","description":"

Company Description

Job Description

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

Qualifications

Key Responsibilities

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

Skills, Experience & Qualifications

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

Professional Qualifications and Education

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

","hiringOrganization":{"@type":"Organization","name":"Evelyn Partners","sameAs":"https://www.evelyn.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bristol, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":8,"item":{"@type":"JobPosting","title":"Portfolio Management Lead","datePosted":"2025-08-05","description":"

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

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

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

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

What you’ll do …

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

What we’re looking for…

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

What’s in it for you?

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

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

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

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

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

Applications close 12 Aug 2025

#LI-DNI

","hiringOrganization":{"@type":"Organization","name":"ING","sameAs":"https://www.ing.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":9,"item":{"@type":"JobPosting","title":"Associate, Portfolio Management","datePosted":"2025-08-11","description":"

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

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

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

The Role

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

Key Responsibilities:

Portfolio Monitoring & Support

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

Strategic Oversight & Product Management

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

Client Reporting & Fund Launch Support

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

Other

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

Key Skills, Knowledge & Experience

Essential

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

Desirable

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

Recruiter: Hannah Curtis

Work Level: Colleague

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

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

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

","hiringOrganization":{"@type":"Organization","name":"M&G plc","sameAs":"https://global.mandg.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Fenchurch Avenue, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":10,"item":{"@type":"JobPosting","title":"Manager, Portfolio Management","datePosted":"2025-08-08","description":"

ABOUT US

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

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

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

ABOUT THE TEAM

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

ABOUT YOUR ROLE

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

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

Technology and Analytics

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

Portfolio Data Initiatives

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

Data Oversight

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

Change Management and Client Relationships

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

Leadership

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

WHAT YOU’LL NEED

Key Competencies

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

Key Experiences

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

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

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

*Benefits package may vary based on your employee type.

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

Visit us on www.investpsp.com/en/

#LI-GR1","hiringOrganization":{"@type":"Organization","name":"PSP Investments","sameAs":"https://www.investpsp.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Montreal, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":11,"item":{"@type":"JobPosting","title":"Manager, Portfolio Management","datePosted":"2025-08-12","description":"

Role Summary

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

Your Day to Day

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

What We Need From You

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

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

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

\nAt IHG, we’ve made a promise. As one of the world’s leading hotel groups, we’re here to deliver True Hospitality for Good. Making our guests and colleagues feel welcome, cared for, recognised and respected – wherever they are in the world. Want to be part of the journey?","hiringOrganization":{"@type":"Organization","name":"IHG","sameAs":"https://www.ihg.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"GA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":12,"item":{"@type":"JobPosting","title":"Portfolio Management Assistant","datePosted":"2025-08-13","description":"

Job Description

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

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

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

Hello Future Portfolio Management Assistant

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

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

Are you someone who can:

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

You will be an ideal candidate if you can:

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

You will have access to:

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

We can be a match if you:

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

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

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

Job Details

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

20/08/25

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

","hiringOrganization":{"@type":"Organization","name":"FirstRand Corporate Centre","sameAs":"https://www.firstrand.co.za/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"6 Merchant Place, 9 Fredman Drive, Sandton, Johannesburg, 2196, South Africa","addressCountry":"South Africa","addressRegion":"Africa"}}}},{"@type":"ListItem","position":13,"item":{"@type":"JobPosting","title":"Director, Portfolio Management","datePosted":"2025-08-15","description":"

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

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

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

Primary Responsibilities

Primary responsibilities include:

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

Qualifications

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

#LI-GA1

Requisite Skills

Additional Skills

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

","hiringOrganization":{"@type":"Organization","name":"Barings","sameAs":"https://www.barings.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"AU - SYDNEY - 60 CASTLEREAGH ST - BARINGS, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":14,"item":{"@type":"JobPosting","title":"Associate, Portfolio Management","datePosted":"2025-08-15","description":"

About this role

Company: BlackRock Financial Management, Inc.

Job Title: Associate, Portfolio Management

Location: 50 Hudson Yards, New York, NY 10001

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

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

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

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

Our benefits

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

Our hybrid work model

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

About BlackRock

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

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

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

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

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

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.","hiringOrganization":{"@type":"Organization","name":"BlackRock","sameAs":"https://www.blackrock.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"NY7 - 50 Hudson Yards, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":15,"item":{"@type":"JobPosting","title":"Portfolio Management Actuary","datePosted":"2025-08-18","description":"

About the Role

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

Key Responsibilities:

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

About the Team

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

About You

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

\n
A nearly qualified or qualified actuary with P&C experience (experience in portfolio and cycle management strategies is highly desirable).
\n

\n
Strong analytical skills, good understanding of reporting systems, actuarial models and data management.
\n

\n
Strong industry knowledge, business insight and technical skills.
\n

\n
Extensive experience with data and analytical management techniques.
\n

\n
Strong actuarial technical capability with the ability to both create solutions yourself, and coach others to do so.
\n

\n\n

-Hybrid

\n\n

About Swiss Re

\n\n

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

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

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

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

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Your Business

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

Your Team

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

Your Responsibilities

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

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

Your Skills and Experience

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

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

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

Advertising End Date: 01/08/2025","hiringOrganization":{"@type":"Organization","name":"Commonwealth Bank","sameAs":"https://www.commbank.com.au/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Brisbane City, QLD - 180 Ann Street, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":17,"item":{"@type":"JobPosting","title":"Head, Portfolio Management, Marketing","datePosted":"2025-07-21","description":"

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

Job Responsibilities

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

Quality Assurance

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

Marketing

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

MIS, Reporting & Business Analytics

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

About Hong Leong Bank

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

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

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

","hiringOrganization":{"@type":"Organization","name":"Hong Leong Bank Berhad","sameAs":"https://www.hlb.com.my/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"HLT-Hong Leong Tower, Malaysia","addressCountry":"Malaysia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":18,"item":{"@type":"JobPosting","title":"Relationship Executive Portfolio Management","datePosted":"2025-07-21","description":"

Relationship Executive - Portfolio Management

Your Business

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

Your Team

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

Your Responsibilities

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

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

Your Skills and Experience

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

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

Job Description

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

Key Responsibilities

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

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

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

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

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

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

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

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

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

Education

4 year Bachelors Degree (Preferred)

Experience

10 or more years of experience (Preferred)

Supervisory Responsibilities

This job does not have direct supervisory duties.

Functional Skills

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

Skills

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

Compensation

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

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

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

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

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

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

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

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

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Requisition ID # 166306

Job Category: Accounting / Finance

Job Level: Individual Contributor

Business Unit: Engineering, Planning & Strategy

Work Type: Hybrid

Job Location: Oakland

Department Overview

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

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

Position Summary

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

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

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

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

Job Responsibilities

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

Qualifications

Minimum:

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

Desired:

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

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Location:

127 Public Square - Cleveland, Ohio 44114

About the Job

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

Essential Job Functions

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

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

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

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

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

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

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

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

Required Qualifications

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

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

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

- Strong MS Office skills.

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

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

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Company Description

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

Why join us?

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

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

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

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

Job Description

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

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

In this role you will:

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

Qualifications

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

Additional Information

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

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

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

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

#LI-Hybrid 

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

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

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Application Deadline:

08/28/2025

Address:

100 King Street West

Job Family Group:

Finance & Accounting

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

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

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

Salary:

$82,800.00 - $154,800.00

Pay Type:

Salaried

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

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

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

About Us

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

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

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

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

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

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Who We Are

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

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

What We're Looking For

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

Responsibilities:

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

Qualifications:

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

Education:

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

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

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

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

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

","hiringOrganization":{"@type":"Organization","name":"Cross River","sameAs":"https://www.crossriver.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Fort Lee, New Jersey, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":25,"item":{"@type":"JobPosting","title":"Manager, Customer Portfolio Management","datePosted":"2025-08-05","description":"

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

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

Job Responsibilities:

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

Job Requirements

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

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

","hiringOrganization":{"@type":"Organization","name":"Prudential plc","sameAs":"https://www.prudentialplc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"PHKL | One Island East 28/F, Hong Kong","addressCountry":"Hong Kong","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":26,"item":{"@type":"JobPosting","title":"Portfolio Management Analyst, Toronto","datePosted":"2025-08-12","description":"

Portfolio Management Analyst

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

A bit about the job:

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

Skills and experience we’re looking for:

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

What you’ll get for this role:

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

Aviva is for everyone:

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

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

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

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

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

#LI-MS1

#LI-Hybrid

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Job Title

Director - Integrated Portfolio Management

Job Description Summary

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

Job Description

· Delivers portfolio/lease administration services to Global Technology Client

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

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

· Directs the continuous improvement, maintenance of lease administration data

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

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

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

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

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

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

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

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

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

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

· Participate in and support forecasting and capital budgeting process.

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

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

· Oversight, billing and monitoring of Client subtenant portfolio

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

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

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

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

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

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

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

· Oversight of both Moves Management and Project Management Service lines

· Responsible for Data Center and VPN invoice approval

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

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

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

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

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

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

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

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Portfolio Management Analyst

A bit about the job:

Skills and experience we’re looking for:

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

What you’ll get for this role:

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

Aviva is for everyone:

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

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

#LI-MS1

#LI-Hybrid

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Posting Close Date:

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

Application and Special Instructions

**Please note:

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

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

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

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

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

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

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

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

INTERVIEW INFORMATION:

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

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

ABOUT THIS JOB

Position Specific Summary

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

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

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

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

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

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

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

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

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

Performs all other duties and tasks as assigned.

Working Conditions

Mostly in office setting.

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

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

All duties and responsibilities listed are subject to change.

MINIMUM QUALIFICATIONS

Education

Bachelor's Degree

Experience

Five (5) years of directly related experience

Preferred Qualifications

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

POSITION DETAILS

Job Profile

J0762 - Information Technology Manager

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

Compensation Grade

G111

Hourly Range

$38.91 - 58.36 USD

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

FLSA

Exempt

Position Type

Regular

Time Type

Full time

Department

Information Technology

Department Link

No Website

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

ABOUT US

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

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

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

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

Recruiter Name

Liliana Almeraz (99363)

Recruiter Email

ccs_hr@tucsonaz.gov

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

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

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

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

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

Purpose of the Role:

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

This position will be responsible for:

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

Primary Responsibilities

Strategic

Work with the Director, Liquidity Portfolio Management to:

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

Financial and Performance Reporting

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

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

Customer

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

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

Job Requirements:

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

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

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

","hiringOrganization":{"@type":"Organization","name":"MUFG","sameAs":"https://www.bk.mufg.jp/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Singapore Office Marina One","addressCountry":"Singapore","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":31,"item":{"@type":"JobPosting","title":"Leader Project Portfolio Management","datePosted":"2025-08-15","description":"

Job Title: Leader Project Portfolio Management

Location: Swiftwater, PA

About the Job

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

Mission

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

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

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

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

Main Responsibilities:

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

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

Scope and dimensions:

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

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

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

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

Freedom to act, level of autonomy: Medium

About You

Basic Qualifications:

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

Preferred Qualifications:

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

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

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

Why Choose Us?

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

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

#GD-SP
#LI-SP

#LI-Onsite

#vhd

Pursue progress, discover extraordinary

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

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

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

US and Puerto Rico Residents Only

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

North America Applicants Only

The salary range for this position is:

$147,000.00 - $212,333.33

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

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Role Overview

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

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

What we offer you:

Career and Professional Development

25-30 Days Annual Leave, depending on grade

Life Assurance

Private Medical Scheme

Virtual GP

Global Mobility Scheme

Rewards Platform

Company Pension Scheme

Enhanced Incremental Annual Leave

Find out more about Savills offer

Team Overview

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

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

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

Recruitment agencies

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

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

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About this role

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

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

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

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

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

Our hybrid work model

About BlackRock

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

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Application Deadline:

08/28/2025

Address:

531 West Morse Boulevard

Job Family Group:

Commercial Sales & Service

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

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

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

Salary:

$122,400.00 - $228,000.00

Pay Type:

Salaried

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

About Us

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

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

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

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¿Quieres desarrollar tu carrera profesional?

BBVA es una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes. Somos más de 121.000 profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos como financieros, expertos jurídicos, científicos de datos, desarrolladores, ingenieros o diseñadores.

BBVA: Transformando sueños en oportunidades💙 ¿Listo(a) para crear juntos?

FUNCION PRINCIPAL

Realizar acompañamiento al Plan de Proyectos de Desarrollo de Negocio en sus etapas de formulación, seguimiento y divulgación, apoyando a las áreas responsables en la estructuración de iniciativas e indicadores clave de desempeño. También se espera que contribuya a la identificación y superación de obstáculos, así como a la divulgación de avances y logros asociados a los proyectos.

FORMACIÓN ACADEMICA

• Profesional en Ingeniería, Economía o Ciencias Administrativas.

EXPERIENCIA

• Mínimo 7 años de experiencia en gestión de proyectos de negocio, preferiblemente en entornos ágiles y de transformación.

CONOCIMIENTOS TECNICOS

• Gestión de proyectos
• Marco ágil (Scrum / Agile)
• Gestión estratégica de proyectos
• Excel avanzado
• Conocimiento financiero
• Seguimiento de iniciativas e indicadores
• Transformación e innovación
• Perspectiva centrada en la experiencia del cliente

COMPETENCIAS

• Liderazgo
• Pensamiento estratégico
• Orientación a resultados
• Capacidad de análisis
• Comunicación efectiva
• Trabajo colaborativo

¡Descubre el futuro de la banca con BBVA! Somos una entidad bancaria de primer nivel con un ambicioso proyecto empresarial que busca liderar los cambios a nivel mundial a través de la transformación digital. Con presencia en más de 30 países, nuestro negocio diversificado ofrece servicios financieros de vanguardia.

En BBVA, nuestro objetivo es derribar las barreras de la banca tradicional y poner al alcance de todos las oportunidades de esta nueva era. Nuestro propósito nos impulsa a reinventar la industria y hacer negocios de una manera innovadora y accesible.

Con más de 50 años de trayectoria, en Colombia destacamos como una entidad ágil, moderna, innovadora y comprometida con el desarrollo económico y social del país. Únete a nuestro equipo en BBVA y sé parte de una compañía que vive y entiende la banca del futuro.

¡Experimenta la revolución bancaria con BBVA!

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Job Title:

Assistant Vice President, Portfolio Management

Location:

West Sahara

What you'll do:

As a Portfolio Managerl, you will be responsible for collaborating with multiple business lines, on behalf of the Private Client Group, to generate both purchase and refinance residential mortgage loans for WAB clients and prospects. You will initiate partnerships with all business lines and their leadership, ensuring they are well informed about our Private Mortgage offerings while identifying opportunities for WAB to expand the personal and business relationships of our clients. You’ll also work directly with third-party referral sources (Realtors, Builders, CPAs, Financial Advisors, etc.) to generate both purchase and refinance loans for clients and will refer acquired clients to the Private Client Group or other WAB bankers to expand the relationship with deposits and loans. Building rapport and analyzing clients’ financial situations are essential components of this role, as is determining the most suitable loan products to meet their goals. Our commitment to delivering an exceptional customer experience is paramount, and candidates for this position are expected to possess best in-class customer service skills.

Be the go-to person for the borrower throughout the loan application process.
Ensure a seamless and smooth process for the client by building a strong partnership with the operations team.
Utilize technology and applications to multitask and manage various milestones throughout the Home Borrower Journey. You will collaborate with AmeriHome Mortgage colleagues to facilitate transactions for a smooth home borrower journey.
Assist borrowers with purchase transactions by working with the Private Client Group and WAB business units, and by utilizing your centers of influence.
Work with the Head of Private Client Mortgage to interface with clients in-person, over the phone and email to assess their credit needs and determine the best structure and items needed for analysis.
Work with the Head of Private Client Mortgage to gather and analyze necessary information to present a mortgage loan request to AmeriHome for approval.
Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems related to processing and servicing of loans within the WAB originated residential mortgage portfolio.
Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.
Manage various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing WAB originated residential mortgage portfolio.

What you'll need:

2+ years of related experience in Portfolio Management and Residential Mortgage sales or similar field.
Bachelor's degree or equivalent experience required.
Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
Entry level to intermediate knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed.
Intermediate speaking and writing communication skills.

Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

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Position Overview

Apollo is seeking an individual to join its expanding Client Portfolio Management & Innovation team (CPMI) to focus on the development of new products and distribution channels. The primary goal of CPMI is to help drive strategic growth of Apollo’s product offerings and distribution channels within Global Wealth. Falling within Apollo’s capital formation unit – Client & Product Solutions (CPS), this team is fundamental to the future growth of Apollo’s fundraising endeavors. This position will be focused on leading Apollo’s multi-asset strategies across Japan.

Primary Responsibilities

Pitch and lead the delivery of Apollo’s platform / strategies to the Japanese Wealth investor base.
Understand and analyze market dynamics and innovate with respect to driving business development and engagement with clients, working with regional and global teams within Apollo to tailor products accordingly where necessary.
Engage with regional and global GWMS sales teams to continuously evolve pitch / approach to meet market dynamics and nuances.
Collaborate with senior sales leadership across CPS to influence strategy for new product launches in the region.
Constantly seek to build relationships, gaining a thorough understanding of investors’ internal approval processes and how new products fit in the context of their overall portfolios.
Utilize breadth of asset class knowledge to lead a wide range & high volume of client dialogues with investors.

Qualifications & Experience

12+ years of industry experience related to private investments and capital markets:
- Capital markets knowledge within Japan and globally is crucial.
- Private market experience is a plus, but not a prerequisite.
Deep understanding of asset management industry, how global diversified firms operate, and how product distribution / fundraising works, specifically in global wealth.
Experience in business development, strategy, research, and synthesis of research findings.
Strong ability to multi-task and pivot between research, analysis, and written communication of findings.
Mature, self-starter with strong ability to think independently, strategically, and outside-the-box to generate new potential organic growth opportunities.
Outstanding written and oral presentation skills must be highly developed and refined in this individual’s current responsibilities.
Operates as a team player and excels at navigating a rigorous and fast-paced work environment – energetic, enthusiastic, and personable.
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
Native fluency in Japanese language
Strong verbal and written English communication

ABOUT APOLLO

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of December 31, 2024, Apollo had approximately $751 billion of assets under management. To learn more, please visit www.apollo.com.

OUR PURPOSE AND CORE VALUES

Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:

The leading provider of retirement income solutions to institutions, companies, and individuals.

The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.

A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.

We are building a unique firm of extraordinary colleagues who:

Outperform Expectations
Challenge Convention
Champion Opportunity
Lead Responsibly
Drive Collaboration

As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.

OUR BENEFITS

Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.

Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo.

","hiringOrganization":{"@type":"Organization","name":"Apollo Global Management, Inc.","sameAs":"https://www.apollo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Tokyo The Okura Prestige Tower, Japan","addressCountry":"Japan","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":38,"item":{"@type":"JobPosting","title":"Senior Business Analyst, Portfolio Management","datePosted":"2025-07-15","description":"

We're Hiring | Senior Business Analyst
Melbourne CBD or Parramatta | Permanent Role | Hybrid Working | Strategic & Technical Focus

Are you a seasoned Senior Business Analyst with a passion for driving impactful change and delivering high-quality business and technical outcomes? We’re looking for someone just like you to join our collaborative team and play a key role in delivering transformation across our portfolio of strategic projects.

As a Senior Business Analyst, you’ll work closely with Project Managers, senior leaders, and cross-functional squads to define, document, and deliver business and technical requirements through all phases of the project lifecycle. Your role will be pivotal in facilitating workshops, producing high-quality documentation, coordinating with stakeholders, and contributing to a culture of continuous improvement.

About the Role

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In this role, you will assist as a team player across a range of other project activities, including preparation of reports and briefs for Senior leadership consumption and decision making, coordinating resources, and other activities. This helps to balance the workload within the Portfolio and Squad teams, grow new skills and meet a culture of teamwork and collaboration. You will facilitate workshops for the business and technical requirements generated, gather feedback, adjust as required and obtain formal sign off from senior leadership and Sponsors, and other stakeholders as required.

\n You will be experienced in delivering quality documentation for both Business Requirements and their corresponding Functional Specifications (Technical Requirements) as well as screen flows, all at a high level of quality. You will be focused on delivering through appropriate standards and Practices within agreed scope , budget and timelines.

You will be experienced in working in team/collaborative environments, have strong interpersonal skills, be able to build strong relationships, work with a variety of stakeholders and understand how to work Ambiguity at times. Working with the Portfolio Manager, you will also identify and implement ways to continually improve the operation of your role to support other activities across the Portfolio, Squads and functional area.
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\n\nWhat You'll Be Doing:\n\n\n \n \n

Define Business Problems & Requirements: Lead the investigation of business problems, gathering technical and non-technical information to define detailed business and technical requirements.
Elicit and Document Stakeholder Needs: Identify stakeholders and facilitate workshops to capture, validate, and document business needs, priorities, use cases, and system requirements.
Requirements Traceability & Quality Assurance: Ensure strong traceability between business/technical requirements through development and testing, supporting defect investigation and test documentation in collaboration with QA and PMs.
Process & System Analysis : Analyse data, impacted systems, and customer experiences to validate requirements, identify change points, and drive process improvement opportunities.
Business Process Modelling & Creative Problem Solving: Model processes and apply creative thinking to solve business challenges, ensuring clear and concise documentation of outcomes.
Team Leadership & Mentorship: Provide coaching and guidance to team members on complex issues, fostering long-term capability growth and adherence to best-practice BA methodologies.
Stakeholder Engagement & Communication: Build strong, professional relationships with cross-functional teams and senior stakeholders, demonstrating leadership in facilitation, collaboration, and communication.
RAID & Reporting Management: Lead RAID (Risks, Assumptions, Issues, Dependencies) management practices and support decision-making with impactful dashboards, reports, and insights.

\n\n
\n \n \n\nWhat You Bring:\n\n\n

5+ years experience as a Technical Business Analyst covering both Business Requirements and Technical Requirements
Strong background in both business and technical requirements gathering
Experience in Agile environments and project delivery frameworks
Proficiency in tools like JIRA, ServiceNow, SharePoint, and Microsoft 365 suite
Skilled in stakeholder management and presenting to senior leadership
Strong analytical, documentation, and facilitation skills
Familiarity with project management fundamentals
A team-first mindset and ability to thrive in ambiguity
Experience writing procedures and documenting processes.
Strong testing exposure would be highly advantageous

\n\n

Culture at MUFG Pension & Market Services

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

Application process and Next steps

If you're passionate about delivering real value and ready to lead transformative work—we want to hear from you. Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
\n

\n\n\n\n

\n\n MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. \n\n

Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.

A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.

","hiringOrganization":{"@type":"Organization","name":"Link Group","sameAs":"https://www.linkgroup.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":39,"item":{"@type":"JobPosting","title":"Associate, Real Estate Portfolio Management","datePosted":"2025-07-02","description":"

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

What you have already achieved: (Requirements)

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

What you are great at: (Responsibilities)

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

What you’re motivated by:

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

Who We Are

What We Do In One Sentence:

We finance the building of Thriving Communities.

Our Mission:

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

Our Purpose:

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

Our Big, Hairy, Audacious Goal (BHAG):

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

Our Culture:

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

Our Core Values:

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

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

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

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

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

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

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

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

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

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

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

Benefits and Perks:

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

Equal Opportunity Employer:

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

","hiringOrganization":{"@type":"Organization","name":"DLP Capital","sameAs":"https://dlpcapital.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"St Augustine, FL","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":40,"item":{"@type":"JobPosting","title":"Lead, Operations and Portfolio Management","datePosted":"2025-07-15","description":"

Who We Are

International Justice Mission (IJM) is the global leader in protecting vulnerable people from violence around the world. Our team of over 1,300 professionals are at work worldwide in over 30 offices. Together, we are on a mission to rescue millions, protect half a billion, and make justice unstoppable.

We are a global community that cares for one another. We believe that the way we work is as important as the results we achieve. We provide professional excellence with joy and celebration to all those we serve.

The Need

For over 25 years, IJM has pioneered the work to protect vulnerable people from violence. 9 out of 9 times in the last decade, IJM’s Justice System Strengthening Projects have reduced slavery and violence between 50 and 85% for very large populations of people in poverty. As we grow to expand our impact to protect 500 million people from violence, we are seeking Lead, Operations and Portfolio Management responsible for managing and ensuring the successful completion of all projects to which they are assigned within IJM’s Global Programs Division.

This position is based in the Washington, DC area and is hybrid (onsite Tuesdays & Thursdays). This position reports to the Director, Global Programs Operations and Portfolio Management and is available to candidates with the right to work in the U.S.

Responsibilities

Leadership and Management

On projects, act as primary project manager: create a project timeline, maintain the project workflow, facilitate cross-functional team communication, produce tools to help key stakeholders engage in the project, track action items, design agendas, schedule meetings and craft attendee lists, translate shared documents as needed, maintain project files, ensure project deliverables are completed on time and to the satisfaction of the project holder.
On design projects, drive initiatives from start to finish: clarifying customer groups, planning phases in line with resources available, interviewing customers and documenting their experiences, drafting materials, running synthesis sessions, co-lead customer groups alongside other leaders (customer strategy owners), craft communication, co-lead prototyping of products for the respective customer groups, test prototypes with customers, and project manage final delivery of products or businesses cases for build out.

Strategy & Knowledge Development & Implementation

Develop and utilize project management skills and design thinking to enhance the Division’s contribution to IJM strategic initiatives through:
- Staying current on project management, human centered design, and user experience best practices (to include pursuing training and certifications as needed).
- Learning from and providing support for Subject Matter Experts (SMEs) through increased partnership in carrying out critical work for specific deliverables among a variety of fields (such as VAWC, Slavery, Activation, Implementing Partners, ILED, Aftercare, MERL, Corporate Engagement, etc.). 
- Ownership of project plans and providing updates to ensure successful implementation of strategic initiatives.
Providing HCD execution to those in Global Programs seeking to apply design thinking principles to their product development through:
- Application of core principles for understanding customer needs, conducting and training others in effective interviewing, and iterative product prototyping and roadmap planning.

Networking & Partnership

Maintain IJM’s culture and reputation by creating and maintaining positive working relationships with internal and external parties when establishing and delivering on agreed upon objectives.
Create and maintain positive working relationships with other project managers and across IJM globally.

Communication

Craft compelling content for design projects to capture key findings from customers.
Ensure external dashboards, training materials, and agreements are clearly and accurately composed with all necessary information included for parties’ mutual understanding.
Develop clear and concise communication rhythms to inform stakeholders of project statuses.
Craft reports, guides, templates, and presentations that effectively convey pertinent information in powerful and easily digestible formats.

Qualifications

Minimum of four (4) years’ experience in project management or operations management, ideally with experience in resource allocation and assembling cross-cultural teams in hybrid environments
Proven ability to work with a diverse team of experts and specialists
Proven strategic thinker with experience in programming, project management and product development
2-3 years of experience in global team and internal communications preferred
Experience or education in one or more of the following fields preferred: social work, investigations or law enforcement, law, program management, measurement, grants, and advocacy.

Critical Qualities

Superb written and communication skills
Excellent grasp of the English language
Strong ability to create or learn to create HCD visuals such as personas, customer journey maps, and user stories
Quickly learning new software applications, such as Mural, Miro, and Visio
Expertly using Microsoft Suite of tools, especially Outlook, Forms, PowerPoint, Excel, and Word
Expertly using Zoom, WhatsApp, Teams, and other global communication platforms
SmartSheet proficiency
SharePoint proficiency
Extensive international experience
Highly adaptive and able to reprioritize at a moment’s notice
Exceptional collaborator with a natural inclination towards proactivity
Personable and able to work with a variety of personalities in a fast-paced environment
Self-accountable and able to meet deadlines with little supervision
Culturally aware and sensitive
Sales and marketing mindset with strong networking ability

Application Process

Upload Resume, Cover Letter & Statement of Faith* in one PDF document.

*What is a statement of faith?
A statement of faith should describe your Christian faith and how you see it as relevant to your involvement with IJM. The statement can either be incorporated into the cover letter or submitted as a separate document and should include, at a minimum, a description of your spiritual disciplines (prayer, study, etc.) and your current fellowship or place of worship.

What does IJM have to offer?

Comprehensive Medical/Dental/Vision benefits
Monthly commuter and parking benefits in the DC metro area
Retirement benefit options
Paid leave starting at 23 days
12 holidays (plus early release the day prior)
Daily, quarterly, and annual community spiritual formation
Robust staff care resources

IJM holds strict safeguarding principles and a zero tolerance to violations of the Safeguarding Policy, Protection against Sexual Exploitation, Abuse and Harassment Policy, and Code of Ethics. Candidate selection is based on technical competence, recruitment, selection and hiring criteria subject to assessing the candidate's value congruence and thorough background, police clearance, and reference check processes.

At IJM, we’re committed to building a diverse workforce through fair and equitable employment practices. IJM encourages people of any race, color, age, sex, marital status or political ideology to apply for employment. While we welcome everyone into this work, we truly believe that the work we are doing is God’s work, not our own, and practice spiritual disciplines together daily. That’s why we legally require under SEC. 2000e-1 [Section702] of Title VII of the Civil Rights Act of 1964 that all employees practice a mature orthodox Christian faith, as defined by the Apostles’ Creed.

IJM requires a background check, police clearance and thorough review of references with an employment offer and/or employment contract.

#LI-Hybrid

","hiringOrganization":{"@type":"Organization","name":"International Justice Mission","sameAs":"https://www.ijm.org/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"District of Columbia - Hybrid, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":41,"item":{"@type":"JobPosting","title":"Assistant General Manager, Portfolio Management","datePosted":"2025-08-02","description":"

Regularly monitors and analyzes the pharmaceutical market along with independently proposing new product ideas using IMS, company press releases, SEC filings, research journals, earnings calls, equity research reports, and other available materials Communicates relevant information to enable informed decision making.
Responsible for In- and Out-licensing late stage high value products from regulated market aligning with companies long term strategies
Generate new leads and call prospective customers and meet with potential partners face-to-face or over the phone
Responsible for identifying potential partners, negotiation of deal terms, term sheet & execution of contract for the region
Management of existing and new projects in line with the Company’s BD strategies and expansion plan
Display a good understanding of the fundamentals of the drug development process as pertaining to ANDA development in the areas of drug formulation, clinical development, regulatory and intellectual property requirements. Screen and present potential product ideas by evaluating with regard to the functional areas mentioned above.
Provide an initial commercial and market value analysis (NPV, IRR, Payback etc.) of all product ideas generated and Product and Company financial modelling
Build and update product financial models to assess the opportunity and optimize the product portfolio.
Maintain portfolio master and publish portfolio reports periodically.
Preliminary IP analysis for new product lead, filing & launch date determination
Ideate and assist in managing new product selection process by building strong relationships with various stakeholders within the_ company across R&D, Regulatory, Clinical Affairs, Commercial and Business Development functions.
Train and lead the portfolio team in India in line with Amneal priorities and requirement for superior growth.

Minimum 10-15 years in business development and Portfolio of Generic Pharma Industry with emphasis on New product Ideation, Out and In-licensing with Good written and verbal communication skills

\nAmneal is an equal opportunity employer. We do not discriminate based on caste, religion, gender, disability, or any other legally protected status. We believe in fostering a workplace that values diversity and inclusion.","hiringOrganization":{"@type":"Organization","name":"Amneal Pharmaceuticals","sameAs":"https://amneal.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Ahmedabad City, Gujarat, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":42,"item":{"@type":"JobPosting","title":"Project Finance Portfolio Management Associate","datePosted":"2025-08-03","description":"

Description

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

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

RESPONSIBILITIES

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

Requirements

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

EDUCATION: Bachelor’s Degree or MBA preferred

COMPENSATION

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

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

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

#ZR

","hiringOrganization":{"@type":"Organization","name":"RER Solutions, Inc.","sameAs":"https://rer-solutions.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Washington, DC, US","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":43,"item":{"@type":"JobPosting","title":"SBA Portfolio Officer - Portfolio Management","datePosted":"2025-07-21","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.\n

Overview

We are seeking an experienced SBA Portfolio Officer (Portfolio Management) to join our SBA Lending Team. This role is critical in supporting the bank’s SBA lending initiatives by performing in-depth credit analysis and credit risk assessment for the loans in the portfolio to meet the compliance with SBA guidelines and East West Bank’s credit policies. This position requires expertise in SBA loan programs (7(a), 504), cash flow analysis, evaluating financials statements, and understanding legal rights of Lender under the loan documents. The ideal candidate will have a strong background in commercial credit, understanding financial statements, and a proven track record of monitoring and managing loans in a portfolio.

Responsibilities

Analyze financial statements, tax returns, and cash flow analysis for existing SBA loans.
Monitoring credit risk based on financial statement analysis and covenant compliance.
Perform in annual loan reviews to determine the appropriate risk rating of the portfolio.
Prepare detailed credit memoranda with risk rating assessments and recommendations.
Monitor borrower performance and help identify potential credit risks.
Review tickler reports and follow up with borrowers to obtain outstanding financial conditions.
Request for waivers with supporting documentations for financial conditions and / or covenant violations.
Mail out letters requesting financials, notifying loan defaults, etc. for credit risk management.
Support portfolio management and reporting activities.
Ensure adherence to internal credit policies and regulatory requirements.
Assist with problem loan reports to develop problem loan credit solutions.

Qualifications

2-3+ years in commercial lending or loan portfolio management.
Proven experience in financial analysis.
Knowledge of SBA SOP 50-57 and SBA 50-10.
Bachelor's degree in Business Administration, Finance, or a related field.
Strong financial analysis, problem-solving skills, negotiation, and decision-making abilities.
Excellent communication and interpersonal skills for sensitive borrower interactions and regulatory reporting.
Ability to work independently and as part of a team.

Compensation

The base pay range for this position is USD $69,000.00/Yr. - USD $120,000.00/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":"San Marino, CA, United States","addressCountry":"San Marino","addressRegion":"Europe"}}}},{"@type":"ListItem","position":44,"item":{"@type":"JobPosting","title":"Head of Liquid Portfolio Management","datePosted":"2025-08-06","description":"

Responsibilities:

Strategic Portfolio Oversight

Develop and implement strategies for managing the liquid portfolio to maximize returns while ensuring liquidity and risk management.
Monitor and analyze market trends to inform investment decisions.
Maintain a balanced portfolio that aligns with the company's overall financial goals and risk tolerance.

Investment Decision-Making

Identify, evaluate, and execute investment opportunities in liquid asset classes (e.g., equities, fixed income, cryptocurrencies, derivatives).
Conduct due diligence on potential investments, assessing risks, returns, and market implications.
Make tactical adjustments to the portfolio in response to market conditions.

Risk Management

Establish and oversee frameworks for managing portfolio risk, including market, credit, and liquidity risks.
Develop contingency plans to address potential adverse market scenarios.
Regularly review and update the risk management strategy in line with market developments and company objectives.

Performance Monitoring and Reporting

Track portfolio performance against benchmarks and targets, providing detailed reports to senior management.
Communicate insights and recommendations on portfolio adjustments and market developments.
Develop dashboards and tools for real-time performance tracking.

Team Leadership and Collaboration

Build and lead a high-performing team for portfolio analysis, investment execution, and risk assessment.
Collaborate with finance, compliance, and other departments to ensure alignment of portfolio strategies with broader organizational goals.
Act as a mentor to junior team members, fostering professional growth and development.

Liquidity Management

Ensure optimal liquidity levels to support operational and strategic needs.
Develop policies for cash flow forecasting and liquidity planning.
Oversee the allocation of funds between liquid assets and other strategic investments.

Required Skills and Experience:

At least 5+ years of experience in managing liquid portfolios across multiple asset classes (equities, fixed income, cryptocurrencies, derivatives, etc.). Strong track record of delivering returns while effectively mitigating risks.
Expertise in DeFi strategies, financial instruments, and crypto market trends. Strong understanding of risk management frameworks, including crypto, market, credit, and liquidity risk assessment.
Ability to develop and execute investment strategies that align with company goals. Tactical decision-making in response to market conditions.
Proven ability to build, lead, and mentor high-performing investment teams. Experience fostering a culture of collaboration and innovation.
Hands-on experience with portfolio analytics software, risk assessment tools, and financial modeling.
Ability to effectively communicate complex financial concepts to senior management and stakeholders.
Strong presentation and reporting skills.

As a Plus:

Deep experience in managing digital assets, DeFi investments, or blockchain-based financial products.
Deep knowledge of algorithmic trading and quantitative investment strategies.
CFA, CAIA, FRM, or other relevant financial certifications.

","hiringOrganization":{"@type":"Organization","name":"cyber•Fund","sameAs":"https://cyber.fund/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Worldwide"}}}},{"@type":"ListItem","position":45,"item":{"@type":"JobPosting","title":"Vice-President/Director, Portfolio Management","datePosted":"2025-08-06","description":"

About Kuvare

Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service.

Kuvare family of companies:

Retail Annuity and Life Insurance Solutions:
- United Life Insurance Company
- Guaranty Income Life Insurance Company
- Lincoln Benefit Life

Institutional Insurance:
- Kuvare Life Re

Bespoke Insurance Solutions:
- Ignite Partners

About the role
The Vice-President/Director, Portfolio Management will report to and work closely with the Head of Insurance Asset Management to manage and coordinate the full range of activities across Kuvare’s onshore and offshore insurance investment portfolios, including new origination, liquidity and ALM management, monitoring and management of investment positions (in coordination with the PM teams), and evaluating asset class allocations. KSI invests across a wide range of markets with a primary focus on investment grade fixed income, including core liquid credit, private corporate, and structured credit in addition to commercial real estate. The position will also be actively involved in providing oversight of Kuvare’s third party advisors in addition to supporting Kuvare’s services business with a focus on portfolio construction.

What you'll do

Collaborate with internal stakeholders (Traders, Operations, Treasury, Accounting, Actuarial) to develop and implement both long-term and short-term trade strategies designed to optimize income and capital
Assist the Head of Insurance Asset Management with oversight of existing external asset managers
Manage FHLB and reverse Repo leverage facilities
Assist the Head of Portfolio Management with development, implementation, and oversight of the company’s SAA, ensuring compliance with applicable guidelines
Maintain new business pricing models for retail and institutional business as well as third-party clients
Provide support for weekly, monthly, and quarterly portfolio monitoring processes
Track existing and prospective investment activity across the client accounts
Generate customized and/or ad-hoc analysis
Exhibit high attention to detail and discipline to check work to produce error free and properly formatted work on a consistent basis with minimal oversight
Travel may be required (up to 15%) and based in either Chicago or New York

Qualifications

Bachelor's degree or higher. MBA and/or CFA Charter is a plus
A minimum of 10+ years of experience in general institutional asset management
Experience within or with an insurance company investment function is required.
Understanding of the operating functions of an asset manager: Origination, Compliance, Reporting
Highly proficient with fixed income analytics
Excellent communication, presentation, and interpersonal skills targeting C-Suite and third-party clients
Strong results orientation and ability to work in a fast-paced environment
Self-starter with a strong work ethic and genuine willingness and desire to learn
Strong organizational and analytical skills, ability to multi-task and manage several projects at a time
Highly proficient with Microsoft Office

","hiringOrganization":{"@type":"Organization","name":"Kuvare","sameAs":"https://kuvare.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Rosemont, IL; New York, NY","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":46,"item":{"@type":"JobPosting","title":"Head of Portfolio Management- Cards","datePosted":"2025-08-04","description":"

Company Description

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together

Job Description

Maximizes portfolio efficiency – Spends, ENR across segments
Analyses and presents portfolio trends identifying intervention opportunities.
Works with Acquiring & Digital to drive proposition at POS & communicate relevant offers using AI based tools
Establishes leadership in eCommerce & Contactless payments – being the future. Develops usage across segments and merchants with appropriate schemes
Ensures high activation
Manages retention using predictive tools & retention schemes
Manages Loyalty Platform Cards CX – cost, engagement, CVP
Analyses portfolio in depth & initiates appropriate interventions

Qualifications

Bachelor’s degree related discipline.
Strong Analytics
Project management
IN depth understanding of Cards P&L

","hiringOrganization":{"@type":"Organization","name":"First Abu Dhabi Bank (FAB)","sameAs":"https://www.bankfab.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Abu Dhabi, United Arab Emirates","addressCountry":"United Arab Emirates","addressRegion":"Middle East"}}}},{"@type":"ListItem","position":47,"item":{"@type":"JobPosting","title":"Director of Product Portfolio Management","datePosted":"2025-08-03","description":"

Description

Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals. As industry leaders—yes, we really are leaders—we partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.

About the position

Personetics is seeking a Director of Product Portfolio Management to lead the orchestration of our product modules and cross-functional coordination across the portfolio. This is a strategic operations role focused on synchronizing planning, execution, and performance across the product organization. This role does not require domain expertise in fintech or banking, but rather a strong operational mindset and expertise in product management and development best practices.

Responsibilities

Align Products & Modules: Coordinate dependencies across product lines and modules to ensure an integrated, coherent value proposition and functional completeness across the Personetics platform.
Strategic Customer Requests: Serve as the single point of contact for managing large customer requests that span multiple modules, coordinating analysis and response efforts across the product team.
Roadmap Planning & Alignment: Drive alignment with product managers, product marketing, and PMO to plan and deliver four major market releases annually, ensuring feasibility and coordinated execution.
Annual Planning & Budget Integration: Support the annual product planning process, partnering with PMO and R&D to evaluate feasibility, prioritize initiatives, and align roadmaps with capacity and budget constraints.
Champion Best Practices: Lead and evangelize product management excellence including backlog management, product discovery, PDLC integration, UX alignment, and cross-team collaboration.
Portfolio Governance & Visibility: Implement and manage operational governance frameworks—track dependencies, risks, and progress through a unified dashboard and regular operating cadences.
Product Metrics & Insights: Define, track, and analyze core product KPIs and performance metrics (adoption, usage, satisfaction, delivery velocity) to guide continuous improvement and data-driven decision-making.
Release Readiness Leadership: Ensure cross-product launch readiness by aligning product, marketing, engineering, customer success, and support teams for every quarterly release.
Product Group Training & Enablement: Lead enablement for product team members on tools, templates, lifecycle stages, and evolving processes to improve consistency and impact across the group.
Post-Release Review & Optimization: Drive retrospectives after each release cycle to surface process improvements and integrate feedback into future planning cycles.

Requirements

8–12 years in product management, portfolio management, or cross-functional program leadership roles in software/SaaS companies
Experience working with large enterprise customers, banks and financial institutions an advantage.
Experienced in coordinating multiple product teams, interfacing with PMO, marketing, and engineering functions.
Proficient in defining, tracking, and acting on product KPIs; familiar with tools like Mixpanel, Amplitude, Pendo, or custom dashboards.
Strong influencing skills and process leadership across diverse stakeholders.
Bachelor’s degree in a technical or business field; MBA or certifications (e.g. SAFe, PMP, Pragmatic, CSPO) preferred.
Organized, analytical, detail-oriented, and an excellent communicator; thrives in complex, cross-functional environments.

Nice to have

\nNone","hiringOrganization":{"@type":"Organization","name":"Personetics","sameAs":"https://www.personetics.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Giv'atayim, Tel Aviv District, IL","addressCountry":"Israel","addressRegion":"Middle East"}}}},{"@type":"ListItem","position":48,"item":{"@type":"JobPosting","title":"Specialist IT Portfolio Management Lead","datePosted":"2025-08-05","description":"

ABOUT US

Tate & Lyle is on a journey of change, inspired by our purpose of Transforming Lives through the Science of Food. Today, we are a global leader in sweetening, texture and fortification products that remove calories and add fibre. Customers use our innovations to create healthier, tastier food and drink for billions of consumers. Across the world, we are unlocking the curiosity and courage in our people – to foster a truly experimental culture and create a tech-enabled, more agile, risk-ready operation. Join us to play your part in growing our business and its positive impact on communities, society and the planet.

Tate & Lyle Global Shared Services Centre in Łódź is the principal location for handling the business support activities and processes for Tate & Lyle, both transactional as well as value-added business partnering support. Starting operations in 2011 with less than 50 people, we now have over 350 employees supporting operations globally. We have 30 teams operating in Łódź to provide service in the areas of Finance, Customer Service, Procurement, HR/People Services, and IS/IT

About this role:

The IT Portfolio Management Lead will play a critical role in managing and optimizing the organization’s IT portfolio, overseeing the governance, prioritization, and performance to ensure alignment with business strategy and objectives, maximize enterprise value delivery, and enhance efficiency. This role will work closely with senior IT and business leaders to evaluate project proposals, monitor portfolio health, optimize resource allocation, and support informed decision-making across the IT landscape, with a focus on strategic value, affordability, capacity, dependency management, delivery risk mitigation and compliance.

The role holder brings specialist knowledge to unlock complex challenges, to deliver high impact solutions, and to guide teams on best practices and innovations.

Accountabilities:

Portfolio Strategy and Governance:

Work with the IT Leadership to develop a clear vision and set long-term goals for the IT portfolio that align with the organization's overall business objectives.
Align IT projects and investments with the organization’s strategic goals and priorities, with a focus on value creation, affordability and resource planning, taking into account dependencies across IT and business operations (including technology complexities and the capacity of the business).
Define and monitor portfolio metrics, performance indicators, and success criteria.

Portfolio Management:

Lead the development, maintenance and execution of IT portfolio management processes, standards, and governance frameworks, in alignment with the overall Tate & Lyle Project Management methodology.
Collaborate with business and IT leaders to assess, prioritize, and balance the project portfolio in alignment with strategic objectives, capacity, resource availability, and risk assessment.
Manage the intake, evaluation, and approval processes for new IT initiatives and project requests.
Facilitate regular portfolio reviews with executives and stakeholders to ensure portfolio health and performance.
Facilitate regular project reviews with stakeholders and project leads with a focus on delivery risk mitigation and compliance.
Maintain a comprehensive and transparent view of the IT portfolio, including project status, budget, risk, benefits, and dependencies, and ensure effective communication of portfolio decisions across stakeholders.
Analyse project and program data to identify actionable insights, trends, risks, and opportunities for improvement.

Resource and Financial Management:

Collaborate with cross-functional teams to allocate and optimize resources across projects and programs to maximize return on investment.

Manage the IT portfolio budget, monitor expenditures, and ensure financial accountability.
Support business case development, benefit realization tracking, and value measurement of IT initiatives.
Provide investment appraisal support.

Identify opportunities for cost optimization and value enhancement within the portfolio.

Stakeholder Engagement:

Communicate portfolio performance, risks, and opportunities to senior leadership.
Act as a mentor for junior members of the IT team, fostering knowledge sharing, and technical development to promote excellence and innovation.

Risk and Issue Management:

Identify, evaluate, and mitigate risks associated with the IT portfolio.
Establish contingency plans and ensure proactive issue resolution.
Document and maintain comprehensive records within the discipline for future reference and team training.

Skills and Experience:

Bachelor’s degree or equivalent experience.
Strong understanding of portfolio management tools (e.g., PPM software), process, methodologies and best practices.
Excellent leadership, stakeholder management, and communication skills.
Strong communication skills to persuade and influence stakeholders. The role needs to adapt styles, interpret and explain information to different audiences inside and outside the organisation who are not familiar with the subject matter.
Proven experience in successfully engaging and managing relationships with stakeholders at various levels of the organization.
Experience in monitoring and evaluating the performance of IT projects and initiatives.
Financial Acumen: Understanding of budgeting, forecasting, and financial analysis to manage the portfolio's financial health.

Proactive approach to addressing challenges and driving continuous improvement. Resolve complex or unusual issues requiring original thought, research, new approaches and analytical techniques.
Ability to manage multiple priorities in a dynamic environment.
Provide advice and guidance based on technical knowledge, research and analysis within own discipline, which positively impacts the performance of the team.
Responsible for achieving personal targets, which can impact the overall success of the team.
May oversee project delivery, including managing project timelines, budgets and resources to ensure successful completion.

WHAT WE CAN OFFER YOU

As a business operating in 50 countries worldwide, we offer a global rewards package to all employees alongside a range of country-specific benefits. In addition to the flexible working policy, hybrid working model & competitive salary we offer:

Extensive development opportunities and programs (vertical & horizontal promotions, foreign assignments, projects, broad range of internal & external training)
Private medical care, including dental care
MyBenefit Platform, including Multisport
Lunch subsidy
Work from home benefits package
Languages assistance program
Personal trainer
Life Insurance
LinkedIn Learning Platform access
Employee Assistance Program (an online platform to support your well-being) and Mental Wellness University
Possibility to participate in various programs & projects, including activities in Charity Team, First Aid Team, Emergency Team, Active Team and Eco Team
Last but not least: Work in a welcoming, stimulating, and energetic environment where you can unleash your potential

At Tate & Lyle, we are committed to all our employees being seen, heard, and valued and thus, we value the contributions of people with unique backgrounds, identities, and experiences.

Tate & Lyle is an equal opportunity employer, committed to the strength of an inclusive workforce.

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Real Estate, Portfolio Management Associate

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

Key Responsibilities and Duties

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

Educational Requirements

University (Degree) Preferred

Work Experience

2+ Years Required; 3+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
6IC

Required Qualifications:

Minimum of 2+ years of real estate experience

Preferred Qualifications:

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

Related Skills

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

Anticipated Posting End Date:

2025-08-12

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

_____________________________________________________________________________________________________

Company Overview

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

Benefits and Total Rewards

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

Equal Opportunity

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

Read more about your rights and view government notices here.

Accessibility Support

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

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

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

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

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

For Applicants of TIAA Global Capabilities, click here.

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

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Real Estate, Portfolio Management Associate

Key Responsibilities and Duties

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

Educational Requirements

University (Degree) Preferred

Work Experience

2+ Years Required; 3+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
6IC

Required Qualifications:

Minimum of 2+ years of real estate experience

Preferred Qualifications:

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

Related Skills

Anticipated Posting End Date:

2025-08-13

_____________________________________________________________________________________________________

Company Overview

Benefits and Total Rewards

Equal Opportunity

Read more about your rights and view government notices here.

Accessibility Support

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

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

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

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

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

For Applicants of TIAA Global Capabilities, click here.

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

Company Description

Job Description

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Company Description

Job Description

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Company Description

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ABOUT US

ABOUT THE TEAM

ABOUT YOUR ROLE

WHAT YOU’LL NEED

Job Description

Job Details

Company Description

Job Description

Qualifications

Additional Information

Pursue progress, discover extraordinary

2+ years of related experience in Portfolio Management and Residential Mortgage sales or similar field.

Bachelor's degree or equivalent experience required.

Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.

Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.

Entry level to intermediate knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed.

Intermediate speaking and writing communication skills.

Who We Are

The Need

Responsibilities

Qualifications

Critical Qualities

Application Process

What does IJM have to offer?

Introduction

Overview

Responsibilities

Qualifications

Compensation

Responsibilities:

Strategic Portfolio Oversight

Investment Decision-Making

Risk Management

Performance Monitoring and Reporting

Team Leadership and Collaboration

Liquidity Management

Required Skills and Experience:

As a Plus:

Company Description

Job Description

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Description

About the position

Responsibilities

Requirements

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