Mutual Fund Manager Jobs Near Me

**Role synopsis** The Development Portfolio Manager leads a team of BPX and contract personnel to deliver technology solutions for BPX's development program. They will partner with the development team to build a technology strategy, roadmap, and delivery plan. Off-the-shelf tools will be used and custom solutions will be created to support all aspects of land, well planning, drilling, completions, reserves, and performance management of new wells in BPX's three operated basins. This role will ensure technology solutions are deployed and applied to daily field and office workflows to improve development team performance. This role requires an innovative person ready to lead a technology team that will redefine performance in the onshore oil and gas industry. **The position:** + Drives the innovation and change strategy for the development organization + Creates tools to enhance business performance + Re-engineers business processes through continuous improvement and optimization + Estimates and tracks realized value of the tools their team creates + Coordinates projects and resource management across multiple specialties and service lines + Communicates effectively with numerous business and technology customers + Meets budgets and ensure portfolio financial management + Meets project timelines and communicates progress + Adaptable to an evolving business landscape and customer requirements **Key accountabilities** + Proactively work with customers to bring innovative ideas to life through technology + Bridge the gap between development business execution teams and technology personnel + Lead a multidisciplinary team spanning product owners, business analysts, solution architects, platform engineers, data analytics and data science professionals. + Coordinate numerous technology areas to deliver solutions: field data collection, cloud data storage, data quality, APIs, analytics, agentic artificial intelligence, software as a service, front end user interfaces, and computer and mobile applications, and visualizations. + User-centric designs focused on office and field customers to improve profitability + Balances skills and competencies across portfolio teams + Supervises the projects' execution, their progress compared with the plan and the completion of agreed results. + Monitors and coordinates dependencies across the projects in the portfolio and resolves conflicts. + Handles vendor team members spanning multiple time zones and geographic locations: Lower 48, Latin America, and India. **Essential Education** Bachelors or master's degree in computer science, information systems, business administration or related field, or equivalent work experience **Essential experience and job requirements** + 10 or more years of experience in IT and/or substantial consulting leadership experience, and/or US shale development. + Familiar with using scaled agile to deliver products + Experience leading large, cross-functional teams and effectively influencing senior-level management as well as field personnel + Capability in leading entrepreneurial IT initiatives in dynamic environments + **Must be legally authorized to work in the US without sponsorship.** **Desirable criteria & qualifications** + Strong financial abilities, including familiarity with industry trends and innovation. + Exceptional leadership skills, comfortable communicating portfolio objectives, encourage and empower staff, and maintain alignment with the business strategy. + Excellent verbal and written communication skills, including the ability to explain and "sell" the portfolio goals and objectives to the business, as well as technical leadership. + Deep understanding of: 1) Current and emerging technologies; 2) How other organizations are employing current and emerging technologies to drive digital business; and 3) How other organizations can use current and emerging technologies to drive digital business. How much do we pay (Base) $165,000 - $210,000 . Note that the pay range listed for this position is a good faith and reasonable estimate of the range of possible base compensation at the time of posting. **Why join us?** At bpx, we support our people to learn and grow in a diverse and challenging environment. We believe that our team is strengthened by diversity. We are committed to fostering an inclusive environment in which everyone is respected and treated fairly. We offer a reward and wellbeing package to enable your work to fit with your life. These can include, but not limited to, access to health, vision, and dental insurance, flexible working schedule, paid time off policy, discretionary annual bonus program, long-term incentive program, and a generous 401(k) matching program. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations. Discover your place with us and help our business meet the challenges of reimagining and reinventing the future of energy. **Travel Requirement** Up to 25% travel should be expected with this role **Relocation Assistance:** This role is not eligible for relocation **Remote Type:** This position is a hybrid of office/remote working **Skills:** Agility core practices, Agility core practices, API and platform design, Benefits Management, Business Analysis, Business modelling, Client Counseling, Cloud Platforms, Configuration management and release, Data Analysis, Data design, Data Management, Demand Management, Design Thinking, Dialogue enablement, Digital innovation, Digital Product Management, Employee Experience, Empowering Others, Facilitation, Influencing, Long Term Planning, Managing change, Marketing strategy, Measurement and metrics {+ 5 more} **Legal Disclaimer:** We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us . If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's State and Local Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Tax Manager, State Income and Franchise Tax to join their dynamic team.Position Responsibilities: Maintaining and developing strong client relationships on various tax consulting/compliance engagements Advising clients on a variety of issues including multistate tax planning, accounting for income taxes, restructuring, audit defense, and due diligence Overseeing complex pass-through entity state tax compliance and consulting projects requiring tax analysis for entities and their affiliates Researching and analyzing a wide range of tax issues and tax implications including pass-through entity taxes, apportionment methodology, unitary filings, and nexus considerations Managing engagement workflow, engagement team resources, and engagement billing Providing leadership, counseling, and career guidance for the development and motivation of the engagement team Qualifications: 5+ years of overall tax experience; 2-3 years of SALT specific experience CPA, JD, or CMI - Income Tax preferred Strong understanding of pass-through entity taxation Ability to work with a fully remote team Excellent analytical and problem-solving skills Strong communication and interpersonal skills, with the ability to influence and interact effectively at all organizational levels Ability to manage multiple projects simultaneously and meet deadlines Ability to travel on as needed basis $100,000 - $160,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on June 30, 2025 and may be extended as needed. Why work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members:- Medical, Dental, and Vision Insurance on the first day of employment- Flexible Spending Account and Dependent Care Account- 401k with Profit Sharing- 9+ holidays and discretionary time off structure- Parental Leave - coverage for both primary and secondary caregivers- Tuition Assistance Program and CPA support program with cash incentive upon completion- Discretionary incentive compensation based on firm, group and individual performance- Incentive compensation related to origination of new client sales- Top rated wellness program- Flexible working environment including remote and hybrid options What's in it for you:- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

As a member of the ShipBob Team, you will... Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob. Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights. Experience a High-Performance Culture and Clear Purpose: Our commitment to delivering results creates a goal-driven, high-performance culture where everyone is empowered to contribute to our mission with a clear understanding of their direct impact and accountability. We measure success in tangible ways, allowing each team member to see the positive outcomes of their work and celebrate shared victories. Location: Remote in these states: AL, AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI Role Description: The Portfolio Success Manager (PSM) brings premier account management strategy to their portfolio of enterprise level merchants at ShipBob. A PSM focuses on driving expansion solutions domestic and international, building executive level relationships and trusted partnership, and managing an account team and processes for smooth business operations. Their mission is not only to provide a world-class merchant experience, but also strategies and relationships that are built to last. A PSM will need to be comfortable running strategic in-person business reviews, innovating both externally with the client and internally within ShipBob to help the organization evolve with our top client's needs. Success for a PSM is building a robust account team and processes with SOPs and reporting capabilities, run and close complex expansion deals, and develop relationships and close partnership contracts at an executive level. This role reports to the Senior Manager, Merchant Success. What you'll do: Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience. Manage a book of high revenue clients and grow their business within ShipBob. Source and close expansion deals within your merchant book of business. Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants. Collaborate cross departmentally with multiple stakeholders. Coach and build an effective account team to elevate the merchant experience through best-in-class communication, process management, and de-escalation. Analyze merchant supply chains to identify performance opportunities, efficiencies, and risk mitigation strategies. Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business. Experience with data analytics - reviewing and utilizing data to make decisions. Additional duties and responsibilities as necessary. What you'll bring to the table: 8-10 years of experience in sales and merchant services in a related industry. Experience in ecommerce preferred. Proven experience in business reviews with internal and external stakeholders, with confidence in presenting to C-suite executives. Established ability to negotiate and deliver contractual partnership deals. Demonstrated ability to manage and foster a positive team culture. Ability to build consultative and executive-level customer relationships. Excellent conflict resolution abilities and negotiation experience. Advanced written and verbal communication skills. Desire to work in a fast-paced environment. Advanced experience in Microsoft Office Suite. This role will require up to 15% of travel. Perks & Benefits: Medical, Dental, Vision & Basic Life Insurance Paid Maternity/Parental Leave Program Flexible Time Off Program <

Enterprise Portfolio & Value Manager sought to facilitate lean portfolio management for a strategic enterprise portfolio amidst agile transformation. Seeking a collaborative agile champion to implement and oversee a portfolio of value streams, including lean governance, funding and portfolio operations while learning and navigating corporate culture. Experience in agile enterprise transformation required. RESPONSIBILITIES: Oversee launch of value stream(s) as part of enterprise portfolio Oversee framework to govern the intake, prioritization and decisioning of work to maximize value flow Oversee the portfolio Kanban and ensure stop/pivot/persevere portfolio governance decisions are made to ensure prioritized value is delivered Monitor Lean Budgeting guardrails to govern the funding of work Ensure portfolio roadmaps for planned work are created and maintained Oversee portfolio reporting of metrics, objectives & key results, advocating for the inclusion of value metrics Work closely with executive stakeholders and provide key information to support decision making and align prioritization of projects with strategic objectives. Work with Agile Coach to identify gaps in existing lean portfolio management; advocate for and implement improvements Coordinate adjustments to the portfolio as necessary when strategic demands necessitate a change in delivery and/or scope of work Serve as primary point of contact to strategic goal owners and enterprise initiative owners for projects and related issues Build and maintain relationships with lines of business, team members, management, key stakeholders and/or external contacts (e.g., vendors, etc.) QUALIFICATIONS: Bachelor's degree in Business Administration, Finance, or related field, or the equivalent combination of education, training and experience Significant experience in managing complex, cross-organizational programs Advanced knowledge of Scaled Agile (SAFe) Lean Portfolio Management (LPM) Advanced knowledge of project management best practices, including change management, risk management, executive reporting, and aggregation of project data Advanced skill to track and monitor project progress, identify project and process gaps, recommend controls and communicate progress to business leaders Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals Extensive experience in working with all levels of staff, management, stakeholders, vendors Advanced consultative, conflict resolution, negotiation and facilitation skills to gain consensus and ensure delivery of initiatives Significant experience in delivering presentations to virtual and in person teams Advanced critical thinking, analytical, and problem solving skill DESIRED: Experience with launching value streams and enterprise level Lean Portfolio Management (LPM)

Role synopsis The Development Portfolio Manager leads a team of BPX and contract personnel to deliver technology solutions for BPX's development program. They will partner with the development team to build a technology strategy, roadmap, and delivery plan. Off-the-shelf tools will be used and custom solutions will be created to support all aspects of land, well planning, drilling, completions, reserves, and performance management of new wells in BPX's three operated basins. This role will ensure technology solutions are deployed and applied to daily field and office workflows to improve development team performance. This role requires an innovative person ready to lead a technology team that will redefine performance in the onshore oil and gas industry. The position: Drives the innovation and change strategy for the development organization Creates tools to enhance business performance Re-engineers business processes through continuous improvement and optimization Estimates and tracks realized value of the tools their team creates Coordinates projects and resource management across multiple specialties and service lines Communicates effectively with numerous business and technology customers Meets budgets and ensure portfolio financial management Meets project timelines and communicates progress Adaptable to an evolving business landscape and customer requirements Key accountabilities Proactively work with customers to bring innovative ideas to life through technology Bridge the gap between development business execution teams and technology personnel Lead a multidisciplinary team spanning product owners, business analysts, solution architects, platform engineers, data analytics and data science professionals. Coordinate numerous technology areas to deliver solutions: field data collection, cloud data storage, data quality, APIs, analytics, agentic artificial intelligence, software as a service, front end user interfaces, and computer and mobile applications, and visualizations. User-centric designs focused on office and field customers to improve profitability Balances skills and competencies across portfolio teams Supervises the projects' execution, their progress compared with the plan and the completion of agreed results. Monitors and coordinates dependencies across the projects in the portfolio and resolves conflicts. Handles vendor team members spanning multiple time zones and geographic locations: Lower 48, Latin America, and India. Essential Education Bachelors or master's degree in computer science, information systems, business administration or related field, or equivalent work experience Essential experience and job requirements 10 or more years of experience in IT and/or substantial consulting leadership experience, and/or US shale development. Familiar with using scaled agile to deliver products Experience leading large, cross-functional teams and effectively influencing senior-level management as well as field personnel Capability in leading entrepreneurial IT initiatives in dynamic environments Must be legally authorized to work in the US without sponsorship. Desirable criteria & qualifications Strong financial abilities, including familiarity with industry trends and innovation. Exceptional leadership skills, comfortable communicating portfolio objectives, encourage and empower staff, and maintain alignment with the business strategy. Excellent verbal and written communication skills, including the ability to explain and “sell” the portfolio goals and objectives to the business, as well as technical leadership. Deep understanding of: 1) Current and emerging technologies; 2) How other organizations are employing current and emerging technologies to drive digital business; and 3) How other organizations can use current and emerging technologies to drive digital business. How much do we pay (Base) $165,000 - $210,000 . Note that the pay range listed for this position is a good faith and reasonable estimate of the range of possible base compensation at the time of posting. Why join us? At bpx, we support our people to learn and grow in a diverse and challenging environment. We believe that our team is strengthened by diversity. We are committed to fostering an inclusive environment in which everyone is respected and treated fairly. We offer a reward and wellbeing package to enable your work to fit with your life. These can include, but not limited to, access to health, vision, and dental insurance, flexible working schedule, paid time off policy, discretionary annual bonus program, long-term incentive program, and a generous 401(k) matching program. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations. Discover your place with us and help our business meet the challenges of reimagining and reinventing the future of energy. Travel Requirement Up to 25% travel should be expected with this role Relocation Assistance: This role is not eligible for relocation Remote Type: This position is a hybrid of office/remote working Skills: Agility core practices, Agility core practices, API and platform design, Benefits Management, Business Analysis, Business modelling, Client Counseling, Cloud Platforms, Configuration management and release, Data Analysis, Data design, Data Management, Demand Management, Design Thinking, Dialogue enablement, Digital innovation, Digital Product Management, Employee Experience, Empowering Others, Facilitation, Influencing, Long Term Planning, Managing change, Marketing strategy, Measurement and metrics {+ 5 more} Legal Disclaimer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us. If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.

Who we are: Farm Credit Bank of Texas is a $38.9 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation's capital markets. While you may not be familiar with our name, Farm Credit Bank of Texas plays a critical role in supporting the businesses that make it possible for America to maintain access to an affordable and safe food supply, an industry which is one of the most innovative and evolving of our time. And while you help us deliver on our mission, we deliver on our commitment to you as a valued employee by providing competitive compensation, generous health and wellness benefits packages and an attractive hybrid workplace located along the bluffs of the Colorado River just minutes west of downtown Austin. We seek out top talent in their fields, whether it be technology, finance, accounting, credit, human resources, or other administrative functions, and welcome you to join us in our mission to feed the world. Position Description: We are searching for Portfolio Manager. This position supports the growth of assigned portfolio by managing clients through the various stages of the lending process. Provides ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are met. The Portfolio Manager is responsible for client relationships as well as on-going organic sales and support of clients. Key responsibilities of the position include day-to-day client interaction, screening, structuring, underwriting, and monitoring commercial relationships while adhering to the standards and policies set by the bank. Day-to Day-Duties and Responsibilities: Assists in the lending and sales process, either independently or alongside Senior Lenders during customer and prospect meetings. Possesses a deep understanding of, and the ability to screen and underwrite, complex lending opportunities crafted by commercial bankers and portfolio managers. Prepares memos and oversees the underwriting for both new deals and renewals. Collaborates closely with internal teams such as commercial credit analysts, appraisal services, and loan administration. Coordinates with external attorneys to draft loan documentation. Upholds credit policies, guidelines, and all regulatory standards. Regularly reviews portfolios, tracking past dues, exceptions, and upcoming loan maturities. Gathers necessary information for renewals and provides well-informed recommendations for these accounts. Monitors and reports on deteriorating credit conditions. Engages in risk assessment, suggesting adjustments when necessary. Guarantees that all department activities and documentation align with relevant laws, regulations, and policies, including the completion of mandatory compliance training. Performs other duties and responsibilities as assigned. What You Bring to the Team: It is an important role that covers many skills. This position requires: Position requires a bachelor's degree in Accounting, Finance or Business Administration, or other applicable field of study, with five (5) to seven (7) years related experience credit analyst, commercial lender, portfolio manager. Experience should demonstrate ability to resolve progressively more complex issues and to direct staff resources. Farm Credit experience or advanced degrees are desirable. Proficient in supporting a commercial lending portfolio valued at $250MM or more, working with either a team or an individual commercial banker. Skilled in interpreting various documents, including procedure manuals, business correspondences, journals, and government regulations. Capable of reading, understanding, and interpreting financial and legal documents. Experienced in crafting complex reports and business communications. Equipped to address written queries or complaints from customers, regulatory bodies, or the business sector. Proficient in presenting data, both individually and in small groups, to stakeholders ranging from customers and colleagues to management. Competent in sharing information and answering inquiries from larger audiences, including managers, clients, the public, or board members. Our benefits: In addition to a competitive salary, we offer comprehensive, affordable, and competitive benefit options that are focused on health and wellness, financial security, and achieving a work-life balance: Flexible and affordable health and wellness benefits, including medical insurance, prescription drug coverage, dental insurance, vision care, flexible spending accounts, and more. 401(k) plan that includes an employer match (up to 4%) plus an additional employer contribution (up to 5%), both of which vest on the first day of employment Employer paid long-term disability and life insurance Generous vacation leave, sick leave, and up to eleven paid holidays Paid parental leave program of up to six weeks Up to five days per year to volunteer in local community organizations, services, or events Ongoing professional development opportunities Generous tuition-reimbursement program Physical fitness incentive plan Employer matching gifts program Modern hybrid work schedule combining in office and remote work locations. Our culture: In a world filled with unpredictable challenges, we invest in our people and ensure they have dependable careers with ample growth opportunities. As part of the larger Farm Credit System, we focus on building our culture around personal relationships and the ability to be connected to leadership through in-person conversations, regular town halls and employee engagement events. We are deeply committed to attracting and fostering a diverse workforce, development and career advancement and recognizing the hard work of individuals who contribute to our success. Important note: We care about your hiring process and take it seriously. A real person will review your application and resume, meaning response timelines may vary. The interviewing process at Farm Credit Bank of Texas may include phone calls, text messages, emails, video interviews, on-site interviews, and requests for portfolios or demonstrations of work. We cannot personally follow-up with each applicant, and we will do our best to create a professional, respectful, and thorough process for candidates with whom we identify as a potential fit. A/EOE/M/F/D/V #LI-Hybrid

SAL Consulting is a Clinical Practice providing clinical services within the Human Services Sectors throughout Australia. SAL Consulting has specialist expertise in working with people with intellectual disabilities who have complex trauma histories and complex needs. We are an organisation that is committed to brave, innovative and ethical practice and we are looking for an experienced practitioner to join our Leadership team in Victoria. The successful candidate will have an opportunity to participate in improving other people's lives by delivering person-centred services, involving but not limited to: Leading clinical practice in service delivery across a variety of sectors including NDIS, Mental Health, Forensic and Child Protection; Providing clinical leadership and supervision to a passionate and diverse group of clinicians delivering services within Victoria and at times in other parts of Australia; Coordinating, monitoring and implementing State / Territory based Clinical Practice functions, including clinical supervision, clinically informed allocations processes, and practitioner development planning; Identifying and remediating clinical practice related challenges and building on opportunities to enhance clinical practice internally and externally; Establishing and implementing a Portfolio Operational Plan, policies, procedures and practice guides for the Portfolio; Working as part of a national leadership team with opportunities to connect with projects and initiatives across the country; Integrating, facilitating and supporting rollout of initiatives developed within other portfolios as required; Negotiating contracts, tenders and grants relevant to the Portfolio; and Carrying a client caseload and undertaking clinical work to maintain practice currency. The position will be based in Ringwood and will include travel for specific client work around the Melbourne metro area. Opportunities for Regional / Remote and Interstate projects may also be available at times. There is also an option to work from home for administration / report writing Skills And Experiences CRITERIA Tertiary qualification in a related discipline relevant to the field of clinical practice and / or behaviour support (e.g. psychology, social work, occupational therapy, or disability), and relevant registration with the appropriate regulatory board (e.g. AHPRA, AASW, etc.). Minimum 5 years experience in providing clinical and / or behaviour assessment, intervention and support in forensic services, disability and / or other relevant sectors. Experience delivering behaviour support in the NDIS context essential, additional service provision in other contexts will be of great value. Registration as an Advanced Practitioner under the NDIS Quality and Safeguard Commissions Capability Framework. Extensive experience providing formal and structured clinical supervision to behaviour support practitioners. Experience in developing the capability of individual practitioners and teams through performance development initiatives (e.g. induction, training and professional development) and, where required, providing support in remediating performance concerns. Demonstrated ability to lead projects and achieve positive outcomes. Demonstrated understanding of practice standards and regulatory requirements for behaviour support in the context of NDIS. Knowledge relating to other service delivery contexts will be an advantage (e.g. child protection, education, justice system). Demonstrated ability to work within multidisciplinary leadership teams to achieve positive outcomes for staff and organisations. Due to the nature of our business, it is required that our staff: have a current Driver's Licence; have a current Working with Children Check and NDIS Worker Screening, or the ability to attain these checks; are willing to adhere to the Government requirements regarding vaccinations for workers in certain sectors, if applicable. WHAT WE CAN OFFER YOU: A Leadership role within an organisation committed to continuous improvement in clinical practice for people with high and complex needs An organisational structure that offers practitioners both support and autonomy Opportunity for advocacy and systems change A job with purpose and capacity to help positively impact lives Diverse caseload A strong and supportive workplace culture Flexible work hours and a family-friendly environment Attractive salary package and employee benefits Relocation support if looking to move interstate for the position ABOUT US: SAL Consulting Group is an organisation with a focus on working with complex individuals, systems and organisations across Australia. We work with children, young people and adults; people with a disability; people who have mental health support needs, people who have experienced trauma, their families, and the organisations and government departments that support them. We provide a range of customised services, including Clinical / Behaviour Support, Psychology Services, Clinical Supervision, Therapy, Speech Pathology, Occupational Therapy, Cultural Consultancy, Training and Organisational Practice and Professional Development. SAL Consulting Group is a leader in the field of neurodevelopment, attachment and a trauma-informed (NATI ©) practice. We recognise that relationship is fundamental to every aspect of our work. Through our national and international partnerships, we have access to current research that informs the work we do. We are also NDIS registered and NMT accredited, an RTO and provide psychological services under Medicare. HOW TO APPLY: Please submit your application including a copy of your CV and a cover letter outlining what interests you about the position and addressing the designated criteria. Please note that interviews will be conducted as appropriate applications are received. Should the right applicant be found prior to the expiration of the advertisement, no further interviews will be arranged. If you have any questions, please get in touch: Julia Georgopoulos People & Culture Officer Email: ************************************.au Mobile: 0499 702 35

It's an exciting time to join the WellSense Health Plan, a growing regional health insurance company with a 25-year history of providing health insurance that works for our members, no matter their circumstances. Job Summary: The Portfolio Manager plays the primary role in facilitating the management of the Strategic Initiatives Office (SIO) portfolio to achieve organizational goals and strategies. This position focuses on intake and evaluation of projects for inclusion into the WellSense portfolio. While the focus is on the SIO portfolio, this role requires an awareness of and collaboration with other enterprise portfolios and resource allocations. The Portfolio Manager will own the curation of data, insights, and recommendations relevant to optimizing its composition ensuring alignment with WellSense's decision criteria. This role relies heavily on building strong relationships and includes interfacing with Executives, key delivery partners such as IT, Project management, Performance Improvement, Strategic Sourcing, and key business stakeholders and sponsors. Leveraging strong leadership, clear and concise communication and collaboration skills, you will guide the team in project investment trade of discussions and manage and control the portfolio through monthly portfolio governance meetings, thereby advancing existing corporate priorities or helping set a course for new priorities. The Portfolio Manager utilizes their technical expertise in portfolio management tools and processes alongside critical thinking and customer service skills to deliver an appropriately designed end-to-end process from intake to reporting. This position requires an analytical mindset leveraging assessments, such as evaluating incoming project demands against existing portfolio reservations and organizational capacity. The curated insights collected from these assessments will serve as the basis for portfolio prioritization decision making and lend credibility to the Portfolio Managers recommendations to executives regarding how to best optimize the portfolio for maximum value capture while using shared resources. Our Investment in You: · Full-time remote work · Competitive salaries · Excellent benefits Key Functions/Responsibilities: · Apply Portfolio evaluation framework to categorize, evaluate, prioritize, and sequence specific projects and programs · Work with the VP and Director of ePMO, Director of Analytics, VP and Portfolio Manager of IT, and Director of strategic sourcing to create a cohesive Portfolio (including development of risks, identification of constraints, and assumptions) · Analyze/use metrics and data to effectively monitor and report on portfolio performance · Contribute to the establishment of common practices, tools, and templates for portfolio management · Facilitate the SIO governance process collaborating with all involved to relevant meeting content and productive meeting outcomes · Actively manage Stakeholder's expectations, resource alignment, and identification and communication about possible conflicting priorities across projects. · Utilize negotiation skills to drive project team and executives to make decisions in a timely manner · Resolve issues or escalate risks to next level of management as necessary. Issues may relate to absence of decision making, absence of data to inform decision making, absence of project timelines or intended value/cost · Manage the costs and benefits associated with operating the Portfolio, by partnering with finance and project managers · Participate in presentations to personnel, including management, as necessary. · Build and maintain the SIO artifact templates & repository, including work instructions and policies and procedures based on best practice / industry standards. Competencies, Skills, and Attributes: · Demonstrates resilience & resourcefulness while operating in a matrixed, fast-paced environment, at all levels · Demonstrated ability to be flexible and adapt to changing priorities. · Demonstrated ability to think critically and adapt one's approach to suit a particular audience or situation. · Excellent interpersonal and communication skills (both verbal and written) required to effectively maintain strong working relationships with internal and external colleagues.

Why join our team? With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job it's a calling, and we believe in doing what you love and loving what you do. Don t take our word for it. The external Great Place To Work survey found that: The USO is a Certified Great Place to Work 2023-2024 93% feel good about the ways we contribute to the community. 93% are proud to tell others they work here. 88% feel their work has special meaning: this is not "just a job." 89% feel that when you join the company, you are made to feel welcome. 91% feel people here are treated fairly regardless of their race. 87% feel people here are treated fairly regardless of their gender. The Prospect Research & Portfolio Management Manager is responsible for providing prospect research, portfolio management, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USO s Major Gifts and Corporate fundraising initiatives. This position may be worked remotely from anywhere in the Eastern Time Zone. Principal Duties and Responsibilities (*Essential Duties) Prospect Research: Conduct research on individuals, corporations, foundations, and other entities in support of the USO s fundraising efforts in line with internal policies and procedures Provide fundraisers and support staff training and guidance on how and when to request research Serve as project lead and/or collaborate with teammates on research projects throughout the year Prepare event bios for cultivation and other types of events to achieve specific strategic outcomes Configure, review, and route substantive news alerts to fundraisers and capture same in Raiser s Edge NXT and/or Blackbaud Fundraiser Performance Management databases Prospect Assignments and Portfolio Management: Review assignment requests and action them in line with internal policies and procedures Provide fundraisers and support staff training on how and when to request assignments Develop and monitor fundraiser portfolios to ensure they are optimized to meet fundraising goals Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in Raiser s Edge NXT and/or Blackbaud Fundraiser Performance Management databases Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle Data Analysis: Review and analyze portfolio, prospect, and donor data using pivot tables and related techniques to surface strategic insights for fundraisers Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to further optimize fundraising portfolios. Pipeline Reporting: Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Raiser s Edge NXT and/or Blackbaud Fundraiser Performance Management databases Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue Provide fundraisers and support staff training on how and when to add opportunities to Raiser s Edge NXT and/or Blackbaud Fundraiser Performance Management databases Other Duties as Assigned Job Specifications Bachelor s Degree in a broad array of study areas. 5+ years work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods. Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred. Skill and ability to apply knowledge of computerized donor development systems including Raiser s Edge NXT and Blackbaud Fundraiser Performance Management Strong interpersonal and problem-solving skills. Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism. Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise. Working knowledge of basic business and data analysis functions including pivot tables and project management. Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs. Proficiency using computers and electronic equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office suite. Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid driver s license. Must be a strong advocate of the USO s mission to lift the spirits of America s troops and their families. Details This position may be worked remotely from anywhere in the Eastern Time Zone. USO locations will adhere to local area and DOD guidelines regarding COVID vaccination/testing requirements. Employees may be required to be vaccinated or tested regularly per local requirements. Resume and cover letter are required for full consideration. Background check education, criminal and driving required. The statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload. If that s not enough to convince you, here are some direct quotes from employees: The organization truly cares about the people who work here. I have been with the USO for 4 years and have consistently been able to grow in my knowledge and position. It is a fun place to work and my work/life balance is manageable. The way the organization has handled COVID has been top notch - I never felt fearful that I would lose my job or be put in a situation where I did not feel safe. The benefits are great - PTO and 401k matching are top level. There is great consideration given and extended in the following areas: organizational core values for all, work-life balance, impact we can actually see (and even experience as a staff member- the feeling of making an impact is priceless), autonomy with respect to current position within the organization. Everyone is friendly and easy to talk to. We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community. I couldn't think of a better organization to work for. The mission alone provides a positive and meaningful purpose, where people should want to work and be a part of. Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference. This also makes the organization a place where people would want to work. The mission and opportunities to make a Difference are amazing. There is no doubt that the USO is one of the most forward-facing, frontline serving nonprofits that I know of. #the USO Apply today. Join the mission. Join Team USO.

Job Details Level: Experienced Position Type: Full Time Education Level: 4 Year Degree Salary Range: $190000.00 - $230000.00 Salary Job Shift: Day Job Category: Finance PORTFOLIO MANAGER - FIXED INCOME This position manages Fixed Income Investment Portfolio(s) with an established framework. Conducts fundamental fixed income research, economic research and strategy, and performance analysis and attribution. Responsible for buy, sell, and hold investment decisions based on research and analysis conducted. IDEAL CANDIDATE Our ideal candidate has experience in fixed income securitized products, with a focus on mortgage-backed securities, and a proven ability to outperform the market using their expertise. We are looking for a professional who can develop and clearly articulate sound investment strategy. The position requires a strong attention to detail, excellent time-management skills, and the ability to critically assess and navigate changing market conditions. ESSENTIAL FUNCTIONS * Develops and implements strategy for assigned asset classes * Recommends and makes appropriate investment decisions based on fundamental, quantitative, qualitative and technical research. Uses technological tools to facilitate analysis and portfolio management * Reviews macroeconomics analyses and contributes to the formulation of timely and appropriate investment strategies for the fixed income funds in assigned portfolio areas * Sources and recommends investments while monitoring existing holdings for continued investment suitability * Assists with the development and implementation of strategy for PERA's Fixed Income asset class, including asset allocation decisions * Manages funds to achieve performance above established guideline benchmarks * Ensures assigned portfolio(s) comply with established investment policies and procedures * Builds/maintains relationships with key broker counterparties to achieve competitive trade execution * Participates in training, conferences, and educational opportunities for ongoing professional development * May provide guidance to, and assist in the training and development of fixed income analysts * Carries out other duties as assigned including ad hoc projects QUALIFICATIONS * Bachelor's degree in finance, business, accounting, or economics; 5+ years of investment experience; CFA and/or MBA in progress * Proficiency in spreadsheet and word-processing software packages; experience with Bloomberg and/or portfolio analytics is preferred * Quantitative aptitude, as evidenced by academic achievement and/or work experience * Effective analytical, problem solving, and decision making skills * Oral and written communication, presentation, and negotiation skills * Understanding of financial markets, concepts, principles and theories * Knowledge of macroeconomics and its influence on investments * Working knowledge of fundamental, technical, and quantitative fixed income analysis and valuation techniques * Ability to work effectively both independently and with others in a team environment * Interpersonal skills including leadership, training, and conflict resolution WORKING CONDITIONS * Standard office environment with regular telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine. * Occasional travel as necessary for business purposes * All employees are expected to present themselves in a professional manner in alignment with the financial services industry HYBRID WORK OPTION * Opportunity to work from home up to two days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy. Qualifications DISCLAIMER: This is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or new ones may be assigned with or without notice. Unfortunately, at this time, we cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US. All Colorado PERA employees are subject to PERA's Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading. You may request copies of these policies from PERA's talent acquisition team and any questions can be answered by PERA's Investment Administration team. INTERESTED CANDIDATES Complete the employment application through the Paycom platform. Please have copies of your resume and cover letter available to upload. Please review the following questions. You will be asked for a response to these as part of your application: * Assuming the fed's most recent projections are realized in the Summary of Economic Projections on GDP, inflation, forward interest rates, etc., and assuming you currently own the unlevered MBS index without the ability to take short positions (LUMSTRUU Index), where would you position on the coupon stack and why? What other places do you currently see value in the MBS market? (specs, G2/FN swaps, 15s30s, 20s30s, etc.) Remember, you are unable to short TBA against longs, this is a strictly long only book. * Analyze FR RJ3335 Mtge (3142GTV52). What are some of the underlying characteristics of this bond that make it attractive/unattractive? Would you buy this bond at current BVAL prices vs selling something else in the index and why? * If you were solely in charge of ABS, MBS, CMBS, and Treasuries with rough index weights of 25% for MBS, 44.5% for Treasuries, 1.5% for CMBS, and .5% for ABS, what changes would you make in asset allocation weights and why? (assume a targeted annual return of +30bp vs the index) * Given the current landscape in commercial real estate and current economic conditions, how would you structure a CMBS portfolio? Specifically, how would you position in agency vs non-agency and what property types and tranches would you focus on overweighting vs underweighting vs the index and why? ABOUT COLORADO PERA Looking for a career where you can make a difference? Colorado PERA offers benefit services to public employees across Colorado, including teachers, state troopers, snowplow drivers, correctional officers and many others who provide valuable services. As Colorado's largest pension plan, we serve and educate over 600,000 members who are former and current public employees. At PERA you will earn more than a paycheck. PERA is a culture where you can grow your potential and work in an inclusive environment, where diverse perspectives are valued. We hire exceptional employees and recognize that our people are our best asset. Not only do we make sound investments for our members, PERA invests in our employees' growth through training and leadership opportunities. To promote wellbeing, we offer hybrid or flexible working options for most roles and a total rewards and benefit program including health, dental and vision coverage - eligibility starts the first day of the month following the date of hire for most plans; generous paid time off and volunteer hours; pension and retirement plans, including PERA's defined benefit plan, 457 defined contribution plan, and 401(k) employer match, as applicable; tuition assistance; free, convenient on-site parking or RTD subsidy; free on-site fitness center to stay active; employee assistance program; training, leadership and mentoring programs and more. PERA is a Public Service Loan Forgiveness qualifying employer. To learn more about life at PERA, watch this video or visit *********************** Position Title: Fixed Income Portfolio Manager Division: Investments - Fixed Income Reports to: Director or Assistant Director of Fixed Income Job Status: Full Time; Exempt Salary: $190,000.00 to $230,000.00 commensurate with experience Posting Dates: 03/25/2025 - until filled DISCLAIMER: This is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or new ones may be assigned with or without notice. Unfortunately, at this time, we cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US. All Colorado PERA employees are subject to PERA's Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading. You may request copies of these policies from PERA's talent acquisition team and any questions can be answered by PERA's Investment Administration team. INTERESTED CANDIDATES Complete the employment application through the Paycom platform. Please have copies of your resume and cover letter available to upload. Please review the following questions. You will be asked for a response to these as part of your application: * Assuming the fed's most recent projections are realized in the Summary of Economic Projections on GDP, inflation, forward interest rates, etc., and assuming you currently own the unlevered MBS index without the ability to take short positions (LUMSTRUU Index), where would you position on the coupon stack and why? What other places do you currently see value in the MBS market? (specs, G2/FN swaps, 15s30s, 20s30s, etc.) Remember, you are unable to short TBA against longs, this is a strictly long only book. * Analyze FR RJ3335 Mtge (3142GTV52). What are some of the underlying characteristics of this bond that make it attractive/unattractive? Would you buy this bond at current BVAL prices vs selling something else in the index and why? * If you were solely in charge of ABS, MBS, CMBS, and Treasuries with rough index weights of 25% for MBS, 44.5% for Treasuries, 1.5% for CMBS, and .5% for ABS, what changes would you make in asset allocation weights and why? (assume a targeted annual return of +30bp vs the index) * Given the current landscape in commercial real estate and current economic conditions, how would you structure a CMBS portfolio? Specifically, how would you position in agency vs non-agency and what property types and tranches would you focus on overweighting vs underweighting vs the index and why? ABOUT COLORADO PERA Looking for a career where you can make a difference? Colorado PERA offers benefit services to public employees across Colorado, including teachers, state troopers, snowplow drivers, correctional officers and many others who provide valuable services. As Colorado's largest pension plan, we serve and educate over 600,000 members who are former and current public employees. At PERA you will earn more than a paycheck. PERA is a culture where you can grow your potential and work in an inclusive environment, where diverse perspectives are valued. We hire exceptional employees and recognize that our people are our best asset. Not only do we make sound investments for our members, PERA invests in our employees' growth through training and leadership opportunities. To promote wellbeing, we offer hybrid or flexible working options for most roles and a total rewards and benefit program including health, dental and vision coverage - eligibility starts the first day of the month following the date of hire for most plans; generous paid time off and volunteer hours; pension and retirement plans, including PERA's defined benefit plan, 457 defined contribution plan, and 401(k) employer match, as applicable; tuition assistance; free, convenient on-site parking or RTD subsidy; free on-site fitness center to stay active; employee assistance program; training, leadership and mentoring programs and more. PERA is a Public Service Loan Forgiveness qualifying employer. To learn more about life at PERA, watch this video or visit *********************** Position Title: Fixed Income Portfolio Manager Division: Investments - Fixed Income Reports to: Director or Assistant Director of Fixed Income Job Status: Full Time; Exempt Salary: $190,000.00 to $230,000.00 commensurate with experience Posting Dates: 03/25/2025 - until filled DISCLAIMER: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or new ones may be assigned with or without notice. Unfortunately, at this time, we cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US. All Colorado PERA employees are subject to PERA's Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading. You may request copies of these policies from PERA's talent acquisition team and any questions can be answered by PERA's Investment Administration team. INTERESTED CANDIDATES Complete the employment application through the Paycom platform. Please have copies of your resume and cover letter available to upload. Please review the following questions. You will be asked for a response to these as part of your application: * Assuming the fed's most recent projections are realized in the Summary of Economic Projections on GDP, inflation, forward interest rates, etc., and assuming you currently own the unlevered MBS index without the ability to take short positions (LUMSTRUU Index), where would you position on the coupon stack and why? What other places do you currently see value in the MBS market? (specs, G2/FN swaps, 15s30s, 20s30s, etc.) Remember, you are unable to short TBA against longs, this is a strictly long only book. * Analyze FR RJ3335 Mtge (3142GTV52). What are some of the underlying characteristics of this bond that make it attractive/unattractive? Would you buy this bond at current BVAL prices vs selling something else in the index and why? * If you were solely in charge of ABS, MBS, CMBS, and Treasuries with rough index weights of 25% for MBS, 44.5% for Treasuries, 1.5% for CMBS, and .5% for ABS, what changes would you make in asset allocation weights and why? (assume a targeted annual return of +30bp vs the index) * Given the current landscape in commercial real estate and current economic conditions, how would you structure a CMBS portfolio? Specifically, how would you position in agency vs non-agency and what property types and tranches would you focus on overweighting vs underweighting vs the index and why? ABOUT COLORADO PERA Looking for a career where you can make a difference? Colorado PERA offers benefit services to public employees across Colorado, including teachers, state troopers, snowplow drivers, correctional officers and many others who provide valuable services. As Colorado's largest pension plan, we serve and educate over 600,000 members who are former and current public employees. At PERA you will earn more than a paycheck. PERA is a culture where you can grow your potential and work in an inclusive environment, where diverse perspectives are valued. We hire exceptional employees and recognize that our people are our best asset. Not only do we make sound investments for our members, PERA invests in our employees' growth through training and leadership opportunities. To promote wellbeing, we offer hybrid or flexible working options for most roles and a total rewards and benefit program including health, dental and vision coverage - eligibility starts the first day of the month following the date of hire for most plans; generous paid time off and volunteer hours; pension and retirement plans, including PERA's defined benefit plan, 457 defined contribution plan, and 401(k) employer match, as applicable; tuition assistance; free, convenient on-site parking or RTD subsidy; free on-site fitness center to stay active; employee assistance program; training, leadership and mentoring programs and more. PERA is a Public Service Loan Forgiveness qualifying employer. To learn more about life at PERA, watch this video or visit *********************** Position Title: Fixed Income Portfolio Manager Division: Investments - Fixed Income Reports to: Director or Assistant Director of Fixed Income Job Status: Full Time; Exempt Salary: $190,000.00 to $230,000.00 commensurate with experience Posting Dates: 03/25/2025 - until filled JOB SUMMARY This position manages Fixed Income Investment Portfolio(s) with an established framework. Conducts fundamental fixed income research, economic research and strategy, and performance analysis and attribution. Responsible for buy, sell, and hold investment decisions based on research and analysis conducted. IDEAL CANDIDATE Our ideal candidate has experience in fixed income securitized products, with a focus on mortgage-backed securities, and a proven ability to outperform the market using their expertise. We are looking for a professional who can develop and clearly articulate sound investment strategy. The position requires a strong attention to detail, excellent time-management skills, and the ability to critically assess and navigate changing market conditions. ESSENTIAL FUNCTIONS * Develops and implements strategy for assigned asset classes * Recommends and makes appropriate investment decisions based on fundamental, quantitative, qualitative and technical research. Uses technological tools to facilitate analysis and portfolio management * Reviews macroeconomics analyses and contributes to the formulation of timely and appropriate investment strategies for the fixed income funds in assigned portfolio areas * Sources and recommends investments while monitoring existing holdings for continued investment suitability * Assists with the development and implementation of strategy for PERA's Fixed Income asset class, including asset allocation decisions * Manages funds to achieve performance above established guideline benchmarks * Ensures assigned portfolio(s) comply with established investment policies and procedures * Builds/maintains relationships with key broker counterparties to achieve competitive trade execution * Participates in training, conferences, and educational opportunities for ongoing professional development * May provide guidance to, and assist in the training and development of fixed income analysts * Carries out other duties as assigned including ad hoc projects QUALIFICATIONS * Bachelor's degree in finance, business, accounting, or economics; 5+ years of investment experience; CFA and/or MBA in progress * Proficiency in spreadsheet and word-processing software packages; experience with Bloomberg and/or portfolio analytics is preferred * Quantitative aptitude, as evidenced by academic achievement and/or work experience * Effective analytical, problem solving, and decision making skills * Oral and written communication, presentation, and negotiation skills * Understanding of financial markets, concepts, principles and theories * Knowledge of macroeconomics and its influence on investments * Working knowledge of fundamental, technical, and quantitative fixed income analysis and valuation techniques * Ability to work effectively both independently and with others in a team environment * Interpersonal skills including leadership, training, and conflict resolution WORKING CONDITIONS * Standard office environment with regular telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine. * Occasional travel as necessary for business purposes * All employees are expected to present themselves in a professional manner in alignment with the financial services

mdf commerce Inc. is an international team of approximately 650 experts who develop a broad set of SaaS solutions to optimize and accelerate commercial interactions of its B2B and B2G customers. Working in the GovTech sector for our new brand SOVRA, we are currently looking for a Contract Portfolio Manager to join our team to lead the strategic and operational oversight of government contract portfolios, organizational, and end-user management within our Procurement Transformation Programs (TRX). This role is critical in driving the financial success, compliance, and growth of transactional programs by assisting internal and external stakeholders in assessing cooperative contracts, identifying duplication or underutilization, and ensuring contracts are relevant, properly utilized, and integrated into reporting and marketplace platforms. The Contract Portfolio Manager will be part of a team responsible for maintaining contract data integrity across SOVRA's solutions while working closely with internal teams, state and local government agencies. A key part of this data maintenance and collaboration also includes support all program teams in creating and keeping organizational and end-user data up to date and accurate in SOVRA's solutions. This position offers a high-impact opportunity to shape the future of TRX programs by optimizing processes, scaling operations, and improving contract data quality and consistency across internal workflows. Main Responsibilities * Contract Portfolio Management * Manage and optimize the contract portfolio lifecycle by collaborating with cross-functional teams, integrating new suppliers and contracts to enhance contract visibility, and ensuring seamless reporting and promotion. * Ensure accurate management of contract amendments, product and pricing updates, and supplier quality contract information within our eProcurement software, Marketplace, and Reconciler. * Lead data validation and peer review processes to ensure high-quality contract data across internal platforms. * Organizational and End-User Management * Assist General Managers, Local Government Managers with creating and maintaining public purchasing organizational information in SOVRA's solutions to ensure that end-users from these organizations have uninterrupted access to the contracts and solution functionality. * Support General Managers, Local Government Managers in creating and maintaining end-user data in SOVRA's solutions * Operational Excellence & Process Improvement * Standardize data tracking, contract amendments, and compliance workflows to improve efficiency. * Become an expert in SOVRA's ePro software modules and be familiar with Marketplace and Reconciler products to ensure the tools being used to support our clients is optimized and configured properly for our end users. * Drive automation and streamline reporting processes using Excel, Smartsheet, HubSpot, and other business intelligence tools. * Establish and maintain best practices for data entry, validation, and contract monitoring. * Identify opportunities for supplier and buyer engagement to increase program adoption and utilization with internal teams. * Ability to coach and mentor effectively * Mentor the Program Support Specialists-TRX Programs, ensuring objectives align with TRX program goals. * Set performance metrics and provide ongoing coaching to improve efficiency and accuracy in contract support functions. * Foster a collaborative and growth-oriented environment that empowers stakeholders to take initiative and innovate. * Stakeholder Collaboration & Reporting * Serve as the primary liaison between General Managers, Local Government Managers, Compliance and Supplier Success team members to ensure seamless program execution. * Provide performance reporting to senior leadership on contract portfolios. * Provide new portfolio recommendations to expand state offerings by leveraging available contracts from other states as a benchmark for our customers. Desired profile * Experience working with government, public sector or other similar contract portfolios. * Strong communication skills to interact effectively with government entities, vendors, and internal teams and leadership. * Familiarity with contracting platforms and tools, eMarketplaces, and compliance reporting. * Proactive mindset with a focus on continuous improvement and operational efficiency. * Must be a multi-tasker acclimated to a challenging, fast-paced environment, implementing strategic approaches while generating data-driven sustainable value. Qualifications * Bachelor's in business administration, finance, procurement, supply chain or related field (equivalent experience). Plus, but not required, certification related to procurement such as: NIGP Certified Procurement Professional (NIGP-CPP) and Certified International Procurement Professional (CIPP) * 3+ years of experience in contract management, public sector procurement (e.g., government higher education, K-12), financial operations, or related fields. * Proficiency in Microsoft Office applications (including advanced level working knowledge of Excel), with preferred additional experience with CRM tools (e.g., HubSpot), Smartsheet, and contracting/procurement applications. * Proven experience in reading and reporting data, compliance tracking, and vendor management. * Strong leadership and team management skills, with preferred experience overseeing contract administration teams. * Analytical mindset with a passion for problem-solving and process optimization. * Ability to manage multiple projects, deadlines, and stakeholders in a fast-paced environment. Our offer: * A flexible work schedule (40 hours/week). * Work equipment provided while working from home. * Competitive benefits, 401K, and compensation programs. * Flexible paid vacation, personal, and sick days off. * Closed office during the holidays-Paid vacations between Christmas and New Year's Day. Thank you for your interest in mdf commerce. However, only selected candidates will be contacted. mdf commerce subscribes to a program of equity and equality in employment. mdf commerce, through its wholly owned subsidiary International Data Base Corp., doing business as BidNet, participates in E-Verify. If selected for employment, you will be required to provide your Form I-9 information to confirm that you are authorized to work in the United States. mdf commerce, a través de su subsidiaria de propiedad total International Data Base Corp., que opera bajo el nombre comercial BidNet), participa en E-Verify. Si es seleccionado para empleo, se le solicitará proporcionar la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los Estados Unidos.

About this role Technology & Operations BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions - from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares ETFs. Team Overview This position requires hands on knowledge of Linux operating system, server technologies & cloud platforms. Should have a basic knowledge of industry hardware types and interoperability & have a basic understanding of application software. Person in this role must be able to work with other vulnerability management system administrators in their team & global locations. The person may also be called upon to work with other team colleagues regarding… * builds, updates, testing and sharing results. * provide operational support for legacy, current and emerging technologies. The global APG Platform UNIX team is a sizable team of over 50 individuals located in six different regions that support a highly available UNIX environment hosted on prem & on cloud. We are looking for a Linux Engineer who can work with the global team to support and manage Unix products and services hosted on cloud and on-prem environments. And for the Vulnerability & Configuration Management role: We are seeking expertise in Vulnerability & Configuration Management to perform VR, provide a contact point for VR in AMRS region & assist with server builds, maintenance tasks, and necessary upgrades as part of our ongoing efforts to strengthen our infrastructure. The individual in this role will work a Tuesday through Saturday schedule. Role Responsibilities We are looking for an addition to the global team primarily for Vulnerability & Configuration management. NOTE: The individual in this role will work a Tuesday through Saturday schedule. Successful performance in this role requires an individual be able to perform these duties above a satisfactory level. The following requirements are representative of the knowledge, skill and competencies required. * Primarily responsible for the OS vulnerability management for 12000+ hosts located globally, running RedHat Enterprise Linux. * Responsible for patching hosts following a defined schedule. * Represent or host calls with other stake holders & management. * Responsible for the review & remediation of vulnerabilities assigned to the Platform Systems team via scans. * Review & development of processes & automation (AWX, Ansible, SCCM) * Review dashboards & reports for new & the rollout status of existing vulnerabilities. * Role may also include… * Server builds, monitoring, configuration and ongoing maintenance of servers. * Perform system administration duties across the environment to provide support services for customer. * Perform system recoveries. * Maintain server availability for all sites and periodically participate in DR exercises. * Must have good problem solving, teamwork, communication and customer service skills. * Resolve help desk escalations and process items in a ticket queue. * There are no after-hours on call requirements, but the individual should remain flexible for critical situations. * Troubleshoot and resolve system issues and provide operations support for bridge calls. * Participate in the development and implementation of related projects. * Monitor servers and remediate alerts that get raised. * Follow documented processes and procedures is critical. * Excellent, clear communication is an absolute must. Experience * Knowledge of RHEL 7/8 - other Linux distro's a bonus. * Communication with management & other teams * Experience in Cloud Environments, with a preference for Azure, though AWS or Google Cloud knowledge is also valuable. * Familiarity with modern DevOps / CI/CD and SRE principles/techniques is required. * Experience with OS Build/ Kickstart/ Terraform * Experience with LVM, Veritas Volume Management and Clustering: LVM, VxFS, VCS & VVR preferable * Good automation experience with Ansible & Shell with Perl, Cutover or python is a plus. * Good experience of Puppet * Server hardware (HPE, Dell) * VMWare * Kubernetes * Details knowledge of TCP/IP, NFS, DNS, LDAP, FTP, NTP, Autofs * Security and performance monitoring and analysis * Understanding of change & incident management processes * Conceptual knowledge of storage and networking components Manager Comments * A minimum of 8+ years comparative industry experience * Must be able to communicate clearly at all levels. * Degree preferred * The position will be required to work on shifts (not overnight). These shifts will also cover the weekends. * Workdays could be staggered over the week, likely a Tuesday to Saturday schedule. For Wilmington, DE Only the salary range for this position is USD$138,000.00 - USD$186,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, 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. 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: ********************************** 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 [email protected]. 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.

Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16.5 billion in client assets. Boston Trust Walden distinguishes itself in several key ways, including: stable, diversified business model serving a variety of client types. compelling investment philosophy and excellent track record. longstanding leadership in ESG impact investing; and corporate culture grounded in shared values, as signified by the company's tagline, Principled Investing. Located in the heart of Boston at One Beacon Street, Boston Trust Walden employs fewer than 100 individuals. Boston Trust Walden's structure as an independent, employee-owned firm enables the firm to make business decisions that align with clients and employees for long-term success. The firm's structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts. One of Boston Trust Walden's strategic priorities is to foster a positive workplace; this includes a commitment to diversity, equity, and inclusion. The firm believes this commitment is not only the right thing to do, but also a matter of good governance and a critical component of long-term business success. When DEI values are infused into the workplace environment, the company and its employees benefit. The firm is committed to taking meaningful steps to advance racial, ethnic, and gender equity in its workplace through retention, education, and recruitment initiatives. Boston Trust Walden Company is an Equal Opportunity Employer. Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status. The firm will make reasonable accommodations in the application process if requested by new job applicants. Job Summary Boston Trust Walden is seeking an experienced portfolio manager to join its Wealth & Investment Management team. The position entails a blend of investment and relationship management responsibilities, requiring a high level of interest and proficiency in both areas. The portfolio manager will be assigned to work with a range of client types, including a subset that are passionate about environmental and social issues. Key Responsibilities Serve as the primary investment contact and a trusted advisor for private wealth, endowment, and foundation clients Manage portfolios for an array of individual, family, trust, and institutional portfolios, each subject to customized needs of the client Collaborate with other members of our client service, wealth advisory, and investment teams to deliver first class solutions and high touch service Participate in business development meetings and other networking opportunities with prospective clients and third-party professionals Contribute to the Company's broader set of investment activities, including investment strategy and research, as well as the internal discourse on environmental and social issues important to clients Qualifications: Minimum of ten years relevant experience within the investment management industry, including practical investment experience and demonstrated success working directly with clients Experience working with clients with values-aligned investment portfolios preferred Bachelor's degree or higher in a related field Attainment or progress toward a CFA designation, MBA, or MSF or other investment-related certification desired Strong interpersonal skills A commitment to client service and relationship building Excellent verbal and written communication skills Knowledge of financial planning, including tax, estate and philanthropic planning a plus Candidates must have a team-first attitude, an exceptional work ethic, and the adaptability to deal effectively with a range of client types and personalities This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in-office and remote work. Specifics are dependent upon the team and should be discussed with the hiring manager.

GIC is one of the world's largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of the world's industry leaders. As a leading global long-term investor, we Work at the Point of Impact for Singapore's financial future, and the communities we invest in worldwide. Fixed Income Our team employs a broad range of investment strategies that span macro, credit, and quantitative investing, including multi-asset, benchmark-agnostic, constrained, indexed, and thematic strategies. Structured Products Our investment purview spans across residential mortgages, consumer credit, commercial mortgages and other sectors such as MSR, insurance-linked securities, and agriculture. You will have the opportunity to create an edge by leveraging extensively on data and technology in our investment process. What impact can you make in this role? You will be part of a team that employs a broad range of investment strategies that span macro, credit, and quantitative investing, including multi-asset, benchmark-agnostic, constrained, indexed, and thematic strategies. What will you do as a Portfolio Manager? * Manage a beta portfolio benchmarked to the Bloomberg Aggregate Securitized Index. * Use deep experience to recognize relative value in mortgage specified pools and TBAs. * Generate beta plus ideas for managing versus the benchmark. * Communicate in an articulate and thoughtful manner through written communication and presentations for GIC business stakeholders. * Advocate investment convictions with well-thought-out logic as well as robust data and analysis. * Work with internal quantitative analysts to maintain important database and analytical tools used to manage the beta portfolio. What qualifications or skills should you possess in this role? * A minimum of 7 years' experience managing in a beta portfolio with US mortgage specified pools and TBAs. Track record a plus. CFA a plus. * Robust capabilities with Microsoft Powerpoint and Excel. Programming knowledge a plus. * Proven skills in both bottom-up investing and top-down portfolio construction, especially in the agency MBS space. * Ability to participate and discuss macro and micro insights while demonstrating thought leadership. * Keen awareness and knowledge of the broader securitized credit and interest rate markets. * Be a collaborative team player who works well with colleagues and develops junior members. * Demonstrate willingness to put the team's success before personal success. * Excellent communication skills and proactive engagement with key internal stakeholders and external partners. Work at the Point of Impact We need to be forward-looking to attract the right people to help us become the Leading Global Long-term Investor. Join our ambitious, agile, and diverse teams - be empowered to push boundaries and pursue innovative ideas, share your views, and be heard. Be anchored on our PRIME Values: Prudence, Respect, Integrity, Merit and Excellence, which guides us in how we make our day-to-day decisions. We strive to inspire. To make an impact. GIC is a Great Place to Work At GIC, we believe sustainable high performance is driven by high expectations and a commitment to excellence, as well as empowerment and flexibility. As such, we currently operate under a hybrid model in which employees spend 4 days in office and 1 day working from home each week. This balance allows us to preserve the 'office as a hub' for ideation, professional growth, and interpersonal connection, while giving our employees the flexibility to do their best work and be their best selves. We are an equal opportunity employer As an employer, we passionately believe every individual brings with them unique diversity of thought and perspectives to meaningfully enrich perspectives of GIC teams to drive competitive performance. An inclusive environment yields exceptional contribution. Compensation Our compensation philosophy reflects several principles. We strive to provide a competitive compensation package to attract and retain talent globally. We pay for performance, and reward sustainable results. Total pay for this position comprises base pay and bonus. The anticipated base salary range for this role is between $165,000 and $310,000. Bonuses, which may form a meaningful proportion of the total pay package, are determined based on company and individual performance. Learn more about our Fixed Income Department here: *************************************** Our PRIME Values Our PRIME Values GIC is a values driven organization. GIC's PRIME Values act as our compass, enabling us to fulfil our fundamental purpose and objectives. It is the foundational bedrock which governs our behaviors, our decision making, and our focus. It informs both our long-term strategy as a firm, and the way we relate to our Client, business partners and employees. PRIME stands for Prudence, Respect, Integrity, Merit and Excellence.

The Manager, Portfolio Management established a trusted advisor relationship with assigned strategic pillar leadership to ensure the delivery of assigned project/programs. Essential Functions: Assist the planning process to create the Project Charters and business cases, including collaborating with IT leadership, and creating an integrated key project milestones Integrate continuous improvement and innovation into all projects and programs for the assigned strategic pillar Partner with EPMO Governance, Enterprise Delivery, Legal (Compliance/Regulatory) and IT teams to ensure compliance, on time delivery and operational readiness of projects/programs for the assigned strategic pillar Become a subject matter expert in the assigned strategic pillar Support the gathering and prioritization of business and technical requirements for assigned projects Periodically conduct a review assessing projects, team members, support tools, and artifacts for open collaboration, quality, and adherence to company best practices-coach Enterprise Delivery based on the assessment findings Support the implementation of risk mitigation strategies, contingency plans, and stakeholder communication Assist with the rapid resolution or escalation of issues, blockers, and hindrances using company best practices Assure the management and control of scope and change Responsible for the continuous improvement of project management and service delivery best practices, processes, and tools Responsible for resource estimation and optimization, hiring, training, coaching, career and succession planning, completing performance appraisals and disciplinary actions, driving motivation, collaboration, and performance for all direct reports Perform other job related duties as requested Education and Experience: Bachelor's degree in Project Management, Business, Computer Science or related field or equivalent years of relevant experience is required Minimum of seven (7) years of work experience, to include at least five (5) years of project management experience, is required Management experience is preferred Familiarity of the healthcare payer industry and knowledge of Medicaid and Medicare is preferred Computer Science background or work experience in application development preferred Competencies, Knowledge and Skills: Extensive knowledge of project management processes, techniques and tools, development lifecycle Strong planning, negotiating and influencing skillset Flexibility in leading innovation and organizational change Exceptional collaboration and relationship building skills Excellent critical listening and systematic thinking skills Excellent decision making/problem solving skills Proven ability to effectively interact at all organizational levels Demonstrated ability to coach and mentor project managers and business analysts-able to defuse tension and resolve conflict among and between teams and members Excellent written and verbal communication skills Persuasive, encouraging, and motivating Demonstrated excellence in analysis and collaboration skills Hands on proficiency in Microsoft Office tools, including Project, Word, PowerPoint and Excel Business acumen and politically astute-ability to act with diplomacy and sensitivity to cultural diversity Ability to work independently and within a team environment Solid leadership experience and skills Energetic, enthusiastic self-starter, time management skills Customer service oriented Licensure and Certification: none Working Conditions: General office environment; may be required to sit or stand for extended periods of time Compensation Range: $92,300.00 - $161,600.00 CareSource takes into consideration a combination of a candidate's education, training, and experience as well as the position's scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee's total well-being and offer a substantial and comprehensive total rewards package. Compensation Type (hourly/salary): Salary Organization Level Competencies Create an Inclusive Environment Cultivate Partnerships Develop Self and Others Drive Execution Influence Others Pursue Personal Excellence Understand the Business This is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an inclusive environment that welcomes and supports individuals of all backgrounds.#LI-GB1

will be fully remote and can be hired anywhere in the continental U.S. The Portfolio Manager will drive the strategic development, operational execution and ongoing lifecycle management of a catalogue of Optiv services and Optiv's services portfolio around Optiv OEM partners. This role sits at the top intersection of service design, business operations, partner management and revenue enablement, ensuring our portfolio is optimized for growth, scalability and customer impact. This is a highly collaborative role in working closely with client advisory, services, operations and partner management to define, package, and manage offerings per sales segment that align with market trends and business objectives. How you'll make an impact * Prioritize solutions based on national go-to-market initiatives and relevant market trends per segment * Manage services offering catalogue including design and standardization (pre-built, tailored, custom) and working closely with pricing and operations teams * Work closely with the Partner team to incorporate relevant vendor technology into each bundle. The technologies should align to our Partner methodology and 2025 Growth Initiatives * Work with Go-to-Market Manager to ensure consistent messaging by providing data and value on solutions that can be incorporated into competitive sales plays * Must be well verse in market trends and competitive offerings and able to develop ROI proposals and financial projections in conjunction with the pricing team * Collaborate with Enablement to create and launch training programs for sellers and technical teams of the solution bundles * Collaborate with Client Advisory, Operations and Pricing teams to provide recommendations on pricing, packaging and value propositions from competitive market analysis * Collaborate with Client Advisory teams to receive client feedback on existing offerings, understand customer adoption and client satisfaction, receiving and managing field feedback * Build ongoing framework to assess offer catalogue including KPI reporting per solution offering along with continuous performance monitoring * Work with Sales and Delivery teams to collect feedback and provide ongoing improvements * Performs other duties as assigned * Complies with all policies and standards What we're looking for * Bachelor's Degree required * Master's Degree Business Administration preferred * 7-10 years related experience, with experience in designing scalable solutions, untangling complex processes, and providing succinct, data-driven recommendations to leaders * Licenses and Certifications: ISC2, GIAC, or other relevant professional certifications * Proven success in building and maintaining relationships with senior leaders * Ability to clearly articulate information into simple, digestible, and actionable messages across all levels of the company, including the executive team, and bring people on the journey * Proven ability to simplify and optimize complex service offerings for scale and revenue growth * Experience leading large-scale service rationalization and/or portfolio transformation initiatives * Project management experience preferred #LI-SM1 What you can expect from Optiv * A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups. * Work/life balance * Professional training resources * Creative problem-solving and the ability to tackle unique, complex projects * Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. * The ability and technology necessary to productively work remotely/from home (where applicable) EEO Statement Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.

The CRE Portfolio Manager is responsible for the ongoing monitoring process for the Bank's CRE commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports CRE Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring working under limited supervision. Essential Functions * Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate. * Responsible for the timeliness and accurate reporting of the commercial portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance. * Engage with customers, regularly, to discuss operating performance and business results including covenant compliance. Gain a thorough understanding of the borrowers' business model and industry trends in order to effectively evaluate sources of repayment and accurately assign risk rating. * Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information. * Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate. * Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements. * Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance. * Present analysis or address questions during credit discussions or presentations. * Liaison between Commercial Banking Relationship Managers, Credit Risk, the Underwriting Team and Special Assets to ensure necessary credit approvals are obtained and appropriately documented and loan operating system reflects accurate commercial loan data. * Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds. Education + Experience preferred * Bachelor's Degree in Accounting, Finance, Economics, or related discipline * 6-8 years of relevant experience in Commercial Lending as a Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with moderate to complex loans and documentation * 6-8 years of experience in Commercial Credit or public accounting * Experience with CRE underwriting This position will work onsite Mon - Thurs with Friday as an optional work from home day. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Overview: Join Gates Hudson Community Management (GHCM), where professional growth meets a positive and supportive work environment. As a leading community management firm, GHCM is dedicated to providing quality service through an experienced and knowledgeable team. Our unique policies, up-to-date financial and management reports, and emphasis on training and leadership skills set us apart in the industry. Core Values and Mission Statement: At GHCM, our mission is to deliver exceptional service to our clients by maintaining a skilled and professional management team. Our core values revolve around fostering a positive and collaborative work culture, encouraging innovation, and providing ongoing learning and skill development opportunities. Work Culture: GHCM embraces a collaborative and innovative work culture through an open-door policy, a mentoring program, and a flexible, friendly family environment. We believe in listening to our team members and promoting a positive, supportive workplace for everyone. Why GHCM? Consider a career at GHCM if you seek a professional, learning-centric environment. We value candidates who are eager to learn, communicate effectively, and prioritize customer service. GHCM invests in ongoing education, training, and mentoring, paying for all education costs to support career growth and advancement opportunities. Employee Feedback and Communication: GHCM maintains an open line of communication through regular training, meetings, and an open-door policy. We encourage employee feedback and believe in transparent and frequent communication. Diversity, Equity, and Inclusion: GHCM is committed to diversity, equity, and inclusion in the workplace. We foster a diverse and inclusive environment and value the contributions of every team member. Perks and Benefits: GHCM stands out with unique perks and benefits, such as the full coverage of manager education, including CAI. We prioritize work-life balance through flexible work arrangements, including work-from-home options and flexible hours. Community Involvement: While we currently support charities, GHCM is actively working to develop a more robust community involvement program to give back to our communities. Success Stories: Many GHCM employees have successfully advanced in their careers, with examples of receptionists reaching senior-level positions. Our commitment to professional development and training has empowered numerous success stories within our team. If you are a professional seeking a dynamic career with opportunities for growth, learning, and a supportive work environment, GHCM welcomes you. Join us and be a part of our journey to excellence in community management. Position Overview - OBTAINING CMCA IS REQUIRED WITHIN 60 DAYS OF EMPLOYMENT Join us at Gates Hudson Community Management as a Portfolio Manager and lead the effective management of our diverse property portfolio. Operating within the framework of relevant laws and regulations, you will be instrumental in ensuring the seamless functioning of our properties, reducing delinquency, and delivering exceptional service to our stakeholders. Salary: $75k - 80k Essential Duties and Responsibilities Administration - Financial Reporting & Budget Administration: Maintain meticulous records for each property in the portfolio. Prepare comprehensive Monthly Management Reports for the Board of Directors, including site inspection reports and budgetary details. Act as the primary liaison for the Board of Directors, enforcing all Association regulations and policies. Facilitate competitive bidding for all contracts as per the Board's decisions. Capital Improvements & Physical: Provide recommendations to the Board regarding property improvements and necessary repairs. Oversee budget implementation and authorize necessary expenditures. Monitor and maintain the physical elements of the properties, ensuring energy efficiency and compliance. Personnel: Supervise on-site staff, ensuring all responsibilities are met efficiently. Coordinate with higher management on personnel needs and training requirements. Property Maintenance: Negotiate contracts and maintain contract analysis for all associations. Conduct regular inspections of buildings and grounds, ensuring compliance with maintenance schedules. Monitor contractor activities, ensuring work quality and adherence to warranties. Oversee incident/accident reports, insurance claims, and potential litigation as per the Board's direction. Public Relations: Provide guidance and support to the Board of Directors in property operations. Serve as the main point of contact for owners, government bodies, and external stakeholders. Represent GHCM in various capacities and contribute to business development efforts. Knowledge and Skills: Strong background in customer service. Excellent written and verbal communication skills. Ability to effectively communicate and motivate employees in association management. Preferably hold a college degree or equivalent certification. Preferred Certified Manager of Community Associations (CMCA) designation. Full working knowledge of GHCM operating policies and Microsoft Office products. Familiarity with third-party software used by GHCM and internet usage. Physical Demands and Work Environment: Ability to navigate properties and stairs as required. Effective communication skills both verbally and in writing. Ability to interpret and convey detailed instructions accurately. Ability to use a computer and handle general office tasks. Ability to lift up to 25 pounds for various tasks. Comfortable working in both indoor and outdoor environments, including property inspections.

United Community is seeking a highly skilled Portfolio Manager. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio. What You'll Do * Manage larger commercial credits to ensure portfolio soundness, profitability, and growth. * Provide credit and sales support to Commercial Lending. * Analyze complex financial statements and prepare credit analysis packages. * Serve as a secondary contact on client relationships. * Identify cross-sell opportunities with new and existing clients. * Assist in the loan process, including underwriting and closing. * Prepare commitment letters and review loan documents. * Assist lenders in their prospecting efforts. Requirements for Success: * Bachelor's Degree in finance or accounting preferred. * 5+ years of experience in commercial lending. * Proficient knowledge of credit policy, banking regulations, and loan documentation. * Ability to analyze complex financial statements and tax returns. * Strong interpersonal and communication skills. * Excellent organizational and time management skills. * Ability to work effectively within the company's credit culture. * Proficiency with in-house financial reporting applications, including Navigator. * Good mathematical, reading comprehension, and writing skills. * Participation in required compliance training. Conditions of Employment: * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.