We're a niche recruitment firm specialising in the search of US and UK/US tax professionals around the world.

Blackden Consulting has formed excellent relationships with hiring managers at in-house, Big 4, CPA and consultancy firms of all sizes, assisting with hires of all seniorities, from Associate to Partner level.

Industry: Staffing and Recruiting
Company Size: 2-10 employees

Blackden Consulting

Savvy Admin PROD

Blackden Consulting is partnering with a New York-based investment management firm to hire a Senior Tax Accountant** **into a key role spanning the firm’s management company, investment structures and the family office, with a focus on tax reporting, compliance and entity-level flow of information.

This is a key hire for someone who can operate across a complex structure, owning tax reporting and compliance across partnership, corporate and cross-border matters.

**The role **

- In-house tax work across the investment manager and related entities

- Tax filings and reporting, including K-1s

- Foreign partner reporting, including Forms 8804, 8805 and 8813

- Exposure to Forms 8865 and 5471

- Involvement in transfer pricing, allocations and carry

- Supporting the flow of tax information up to management entities and the wider family office

We are open to candidates from public accounting, fund tax, partnership tax, in-house tax or family office tax. Strong tax compliance experience, good commercial judgement, and the ability to get to grips with a sophisticated structure quickly. Prior experience or exposure to a family office environment will be highly advantageous.

Senior Tax Accountant

We are a global investment firm that works with endowments, foundations, pensions, private clients, healthcare systems, and other institutional investors to implement and manage custom investment portfolios that aim to generate outperformance and maximize impact on the world.

With 50+ years of institutional investing experience, we have helped shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. We deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.
 
Cambridge Associates maintains offices in major financial centers across the globe, with headquarters in Boston, MA. With over 1,400 employees, we select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.

Follow us for investment research, trending events, and career openings.

Industry: Financial Services
Company Size: 1,001-5,000 employees

Cambridge Associates

**Firm Overview: **

Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.

**Job Description Summary: **

The Hedge Fund Research group gathers, analyzes, and disseminates information and opinions on hedge funds for use by our investment teams and clients. A wide array of hedge fund strategies are covered including long/short equity, event-driven, global macro, and managed futures. The Investment Analyst (“IA”) is a key member of this highly collaborative group and participates in all aspects of the research process. The role is based in Boston and will focus primarily on fundamentally oriented strategies such as event-driven, merger arbitrage, multi-strategy, activist, and funds-of-hedge-funds.

Investment Analysts complete an in-depth training program and receive ongoing training and mentorship from senior Research and Client Investment Directors. Because deep knowledge and experience are important for maximizing an IA’s time at C|A, we are looking for candidates who are interested in growing with our Research Team for at least 3-4 years.

**RESPONSIBILITIES **

- Complete written research utilized by our clients and consultants to support investment decisions. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research including white papers exploring current topics of interest in the hedge fund industry.

- Utilize common analytical frameworks and develop unique analyses to assess hedge funds in terms of organization, investment strategy, performance, liquidity, fund terms, current portfolio positions, and other key attributes.

- Perform attribution analysis and prepare risk exposure reports.

- Aid senior team members in developing house opinions on hedge fund managers and markets through ongoing qualitative and quantitative research and analysis.

- Help source new ideas and monitor existing managers by attending and participating in meetings with hedge fund portfolio managers and other senior personnel.

- Work on special projects that enhance Cambridge Associates’ knowledge of various security types and the ever-changing landscape of alternative investment strategies.

- Serve as a resource to colleagues seeking current information on investment opportunities, including data and analysis, comparisons across fund managers, and the opinion of the research team.

- Prepare performance exhibits and capital markets exhibits for monthly Hedge Fund Research meetings.

**QUALIFICATIONS **

- Bachelor’s degree with a record of achievement. Economics, Business, Mathematics, Statistics, and other similar majors preferred.

- Strong, demonstrated interest in investments and financial markets.

- Exceptional writing, analytical, and quantitative skills.

- Demonstrated leadership, integrity, initiative, and commitment to learning.

- Demonstrated command of written communication and strong business writing skills.

- Strong Excel skills required.

- Ability to work both independently and in a team under tight deadlines.

- Must be eligible to work without restriction in the US.

**All applications must include a resume and cover letter. **

Base salary range for this role:

Pay Range Minimum:80000

Pay Range Maximum:88500

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Investment Analyst, Hedge Funds

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike.

As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. 

Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

___________________________


“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Industry: Financial Services
Company Size: 1,001-5,000 employees

Cetera Financial Group

**Job Description**

We are seeking an experienced Investment Associate to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a range of assets, primarily exchange-traded funds (ETFs), mutual funds, and fixed income. Your expertise and decision-making will directly impact the company's success in the global financial markets. You will work closely with our Investment Manager to identify and implement trading strategies that maximize returns and keep client portfolios aligned to individual risk objectives. This is a hybrid role, 2-3 days a week in the office. Candidates must be located near one of our offices: Currently we are targeting the (Dallas, TX) area as the primary office location.

**What You Will Do**

-  Responsible for placing trades, raising cash for distribution requests and implementation of the intended investment strategy.

-  Review accounts on a weekly basis for opportunities to tax harvest, rebalance, allocate cash and replenish cash.

-  Utilize trading platforms and software to execute orders efficiently.

-  Manage and optimize trading portfolios while adhering to risk and compliance guidelines.

-  Stay informed about industry trends, regulations, and developments that may impact the trading environment.

-  Act swiftly and decisively in response to changing market conditions or portfolio changes.

-  Work with Investment Manager to evaluate changes in process or systems to increase efficiency and impact to the company.

-  Communicate with company’s wealth managers and client service staff regarding trade-related activity.

**What You Need To Have**

-  Bachelor's degree in finance, economics, business, or a related field

-  Proven experience as a trader in a financial institution

-  In-depth knowledge of financial markets, trading instruments, and asset classes

-  Strong analytical skills and the ability to make data-driven decisions

-  Proficiency in using trading software and platforms

-  Excellent risk management and decision-making abilities

-  Strong communication and interpersonal skills

-  Ability to work well under pressure and in a fast-paced environment

-  Understanding of risk management principles and compliance regulations

-  Series 65 license

**What Is Nice To Have**

CERTIFIED FINANCIAL PLANNER® Certification

**Travel requirements: none at this time**

**Compensation Range**

The base annual salary for this role is $70,000.00 , plus a performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

**About Us**

**ABOUT US**

**What We Give You In Return**

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.

- Easy access to mental health benefits to meet our team members and their families where they are.

- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.

- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.

- Paid parental leave to support all team members with birth, adoption, and foster.

- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.

- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

**About Cetera Financial Group**

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

" Cetera Financial Group " refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC , Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors . All firms are members FINRA/SIPC.

~~Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.~~

**Agencies please note **~~: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.~~

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Investment Specialist, TRPG

As a diversified developer, operator, and investment manager of top-tier real estate across the US, Europe, Asia and South America, Tishman Speyer creates vibrant destinations and dynamic environments that inspire innovation and connected communities. Our diversified portfolio spans luxury and affordable residential communities, premier office properties and retail spaces, industrial facilities, and mixed-use campuses. We also create state-of-the-art life science centers through our Breakthrough Properties joint venture, and foster innovation through our proptech platform, TS Ventures. We are dedicated to driving transformative growth for our customers, investors and greater communities.

Industry: Real Estate
Company Size: 1,001-5,000 employees

Tishman Speyer

Tishman Speyer creates vibrant destinations and dynamic environments that inspire innovation and connected communities. As a diversified developer, operator, and investment manager of top-tier real estate in 33 markets across the globe, our business choices are driven by the belief that real estate should unlock human potential. Tishman Speyer’s diversified portfolio spans market rate and affordable residential communities, premier office properties and retail spaces, industrial facilities, life-sciences and mixed-use campuses. By combining global perspective with local expertise, and a personalized approach, we are able to anticipate our customers’ evolving needs.

Since our founding in 1978, Tishman Speyer has acquired, developed, and operated 522 properties, totaling 218 million square feet, with a combined value of over $129 billion (U.S.). Tishman Speyer currently has approximately $68 billion in assets under management, including iconic properties such as Rockefeller Center in New York City, The Springs in Shanghai, TaunusTurm in Frankfurt, and Mission Rock in San Francisco. We currently have 2,688 units under management and an additional 13,302 units planned for development across multiple U.S. markets including market-rate, workforce, and affordable housing. Tishman Speyer provides an elevated level of service to ensure the best experience for the families that live in our communities.

**The Position**

The Senior Associate is a key member of the Chicago Leasing team, primarily responsible for leasing efforts across Tishman Speyer’s Chicago office portfolio. Reporting to the Managing Director, Leasing and Sales, this role requires a highly proactive, externally focused leasing professional who will serve as a visible market representative of the Tishman Speyer platform. The Senior Associate will lead tours, cultivate deep relationships with brokers and customers, and drive new leasing activity.

In addition to transaction execution, the Senior Associate will perform financial and market analysis to support deal strategy and collaborate closely with internal teams including asset management, design and construction, marketing, and property management.

**Responsibilities**

- Support leasing efforts across assigned assets, including direct ownership of deal sourcing, negotiation, and execution

- Proactively tour space with brokers and prospective tenants; maintain a consistent and visible presence in the market

- Build and strengthen relationships with brokerage community and key tenant decision-makers to drive leasing pipeline

- Identify and pursue new business opportunities to expand Tishman Speyer’s third-party leasing and asset services platform

- Develop and execute strategic marketing and leasing plans for assigned assets, including positioning, outreach, and events

- Prepare, analyze, and negotiate lease proposals, LOIs, and term sheets; coordinate with legal counsel to finalize transactions

- Perform detailed financial analysis and underwriting for new and renewal transactions, including pro forma modeling and scenario analysis

- Track market activity, comparable transactions, and trends to inform pricing, positioning, and leasing strategy

- Collaborate closely with asset management to identify leasing risks and opportunities and drive asset-level business plans

- Support investor reporting, including monthly leasing updates and annual budgeting processes

- Represent Tishman Speyer at industry events, conferences, and networking forums to enhance brand presence and market intelligence

- Mentor and support junior team members, contributing to a high-performing, collaborative team environment

**Minimum Qualifications**

- Bachelor’s degree required

- 5+ years of commercial real estate experience, with a strong focus on office leasing

- Demonstrated experience leading transactions, including direct broker and tenant engagement

- Strong relationships within the Chicago brokerage community preferred

- Experience with business development and/or third-party leasing or advisory services is a plus

- Strong financial acumen, including experience with lease underwriting, cash flow analysis, and return metrics (e.g., NPV, IRR)

- Excellent interpersonal, communication, and presentation skills with the ability to engage senior stakeholders

- Highly motivated self-starter with strong organizational skills and ability to manage multiple priorities

- Strategic thinker with strong problem-solving capabilities and attention to detail

- Ability to work collaboratively across internal teams while also operating independently in a client-facing capacity

- Illinois Real Estate Salesperson license required

- Onsite presence is required for this position

The base compensation range for this role is $120,000 - $140,000. This role is also eligible for a discretionary annual bonus, as well as access to our comprehensive medical, dental, and vision insurance, life and disability insurance, 401(k) plan (with matching contributions), wellness benefits and all other benefits afforded to full-time Tishman Speyer employees. This base range reflects a number of factors including, but not limited to, relevant experience, skill sets, and/or licensure required of an individual in this particular role. The base range is also specific to members of Tishman Speyer’s Chicago team, as we’ve considered factors specific to this geography.

Tishman Speyer is deeply committed to creating and maintaining a diverse workforce which promotes different views and perspectives. We expect our leaders and employees alike to champion diversity and inclusion practices. Tishman Speyer has several employee affinity and interest groups that provide employees opportunities to develop professional relationships across the business and identify opportunities for development and advancement.

We are proud to be an Equal Opportunity Employer and treat all applicants for employment equally based upon job-related qualifications and without regards to race, color, age, sex, sexual orientation, gender identity, gender expression, marital status, military or veteran status, national origin, disability, religion, or any other characteristics protected by law.

#TishmanSpeyer

__________________________________________________________________________

~~Tishman Speyer is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, national origin, sexual orientation, gender identity or expression, disability, protected veteran status or military status, or any other category protected under applicable law. Tishman Speyer is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.~~

~~Please click ~~~~here to review all EEO policies, notices, and relevant posters.~~

~~Please click here to review E-Verify Information.~~

~~**Disability Assistance ** - Tishman Speyer is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request reasonable accommodations by sending an email to RecruitingAccommodations@tishmanspeyer.com~~

Senior Leasing Associate

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). 

The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information.  This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton.  Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal.

LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. 

US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products. 

View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines
Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin

©2022 Franklin Templeton. All rights reserved.

Industry: Financial Services
Company Size: 5,001-10,000 employees

Franklin Templeton

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

Senior Tax Accountant (Individual Tax Returns)

Fiduciary Trust International is hiring a Senior Tax Accountant who will play a critical role in preparing various tax returns and related tax documentation for Fiduciary Trust International clients. This tax preparer role requires a strong understanding of tax laws and regulations. This is a hybrid role, requiring two to three days in the office (One Madison Avenue).

**How You Will Add Value**

- Prepare and review federal, state, and local income tax returns and gift tax returns for individuals, partnerships, and foundations.

- Manage the tax compliance process for a portfolio of high-net-worth clients, including gathering necessary financial information, communicating with clients, and addressing tax-related inquiries.

- Conduct tax research on complex tax issues and provide recommendations to management and clients.

- Assist in the preparation of estimated tax payments and extensions.

- Collaborate with other departments, such as wealth management and operations, to ensure accurate and timely tax reporting.

- Assist with tax audits and inquiries from tax authorities.

- Stay current with changes in tax laws and regulations and assess their impact on the company and its clients.

**What Will Help You Be Successful**

- Bachelor's degree in Accounting. Master's degree in Taxation preferred

- 5-7 years tax experience or more; experience preparing individual tax returns (1040 returns)

- In-depth knowledge of federal, state, and local tax laws and regulations, with a strong emphasis on preparing individual, partnership, and foundation tax returns

- Experience with CCH Axcess tax preparation software and Microsoft Office, particularly Excel

- Excellent analytical, problem-solving, and organizational skills with meticulous attention to detail

- Strong written and verbal communication skills with the ability to effectively communicate complex tax concepts to both internal and external stakeholders

- Ability to work independently and as part of a team in a fast-paced, deadline-driven environment

- Demonstrated ability to manage multiple priorities and projects simultaneously

**Compensation **: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $128,100 - $150,800, depending on level of relevant experience, plus discretionary bonus.

**Learn More: ** Click below to learn more about Fiduciary Trust International –

- Fiduciary Trust International

- The Story of Fiduciary Trust International

#Hybrid

**Experience our welcoming culture and reach your professional and personal potential!**

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

- Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Sr. Tax Accountant (Individual Tax Returns)

Gallagher & Mohan is a premier commercial real estate professional services firm dedicated to helping real estate companies scale their operations and minimize back-office support costs without compromising on quality.

Industry: Outsourcing and Offshoring Consulting
Company Size: 501-1,000 employees

Gallagher & Mohan

**Join Our Team as a Property Accountant in Accounting at Gallagher & Mohan!**

**Company Overview**

**Gallagher & Mohan ** is a distinguished firm specializing in delivering world-class financial analysis, marketing expertise, and accounting support tailored to the real estate sector. We serve an exclusive clientele of private equity investors, developers, fund managers, brokers, and other industry leaders. Renowned for our commitment to excellence, clear communication, and strong work ethic, we seamlessly integrate with our clients’ teams to create long-term value. Our portfolio spans diverse real estate transactions—from multifamily apartment communities to large-scale office towers across the United States and European markets, with deal sizes typically ranging from $25 million to over $500 million USD.

**Introduction**

We are seeking a highly skilled and experienced **Property Accountant ** to join our dynamic team. The ideal candidate will be responsible for end-to-end accounting and financial reporting for a portfolio of commercial properties. This role requires strong knowledge of commercial real estate accounting, lease structures, reconciliations, and month-end close processes. The ideal candidate is detail-oriented, deadline-driven, and comfortable working with property management systems.

**Scope**

- Full-cycle accounting for commercial properties

- Month-end close, journal entries, and financial statements

- Lease accounting including rent, CAM, recoveries, and straight-line rent

- Bank and balance sheet reconciliations

- AP/AR review and coordination with property managers

- Budget support, variance analysis, and audit assistance

**Software**

- Must have Yardi experience - non-negotiable.

- Proficient in MS Office.

**Required Education And Experience**

- Must have CPA/CA/MBA degree in accounting, Finance or related field.

- 6+ years of total experience in RTR, GL profile. Strong accounting knowledge.

- 3+ years of experience as property accountant (Commercial Accounting is must), preferably in the real estate or property management sector.

- Proficiency in accounting software Yardi and Microsoft Office Suite, particularly Excel.

- Strong analytical skills with attention to detail and accuracy.

- Excellent communication and interpersonal skills, with a focus on customer service.

- Ability to work independently and manage multiple priorities in a fast-paced environment.

- Knowledge of real estate accounting principles and regulations is must.

**Job Title: ** Property Accountant

**Location: ** Remote

**Position Type: ** Full-Time

**Department: **Accounting

**Shift Time: ** EST - US Time Zone

Join Gallagher & Mohan, where your leadership abilities and financial expertise will play a crucial role in shaping the success of our team and driving impactful insights in the real estate industry. Apply now to embark on a rewarding career journey with a leading industry player.

Property Accountant (Commercial)

Wake Robin is a single-family office managing a diversified investment portfolio with real estate as its core holding.

Liv Communities develops, owns and operates hospitality-focused multifamily and active adult communities with an overall purpose of helping people live their best lives. They do this by creating uncommonly positive experiences, inspiring residents and team members to stay longer and invite others to join them. 

Westplan Investors has invested in more than $2 Billion in real estate since its inception in 1994 with a primary focus on apartments. They have dedicated themselves to excellence in providing and managing equity investment products for their clients in residential U.S. real estate.

Industry: Financial Services
Company Size: 11-50 employees

Wake Robin

The Investment Analyst is the primary analytical and operational partner to the Director of Investments, supporting the full investment lifecycle across a complex, multi-asset, multi-entity portfolio. This foundational role strengthens governance through independent analysis, expands operational capacity through ownership of reporting and fund administration, and builds institutional continuity.

Initially, the role is execution-heavy, focused on private fund operations, reporting, data integrity, and infrastructure but is intentionally designed to evolve toward deeper investment analysis and governance support as operational efficiency improves. A core expectation is the active use of AI and automation to streamline workflows, reduce manual effort, and accelerate the shift from production to analytical and strategic work.

The Investment Analyst plays a direct role in advancing portfolio diversification beyond concentrated real estate holdings by supporting research, manager evaluation, and investment committee materials.

**What You’ll Do **

**Investment Operations & Reporting **

- Build and maintain institutional-grade performance reporting across multiple entities

- Manage private fund administration including commitments, capital calls, liquidity tracking, and tax coordination

- Support portfolio management systems, reporting platforms, and data infrastructure

- Implement AI‑driven automation across reporting, reconciliation, and document workflows

**Investment Analysis & Governance **

- Conduct independent due diligence on current and prospective investment managers

- Prepare investment memoranda, performance reviews, and analytical frameworks

- Support asset allocation analysis, portfolio rebalancing, and manager monitoring

- Contribute an independent analytical perspective to Investment Committee decisions

**Investment Committee & Communication **

- Prepare materials for Investment Committee meetings

- Maintain investment documentation and governance records

- Liaise with external managers, custodians, and advisors

- Continuously improve investment processes and governance frameworks

What We’re Looking For:**Required Experience & Skills **

- 3–7 years’ experience in institutional investing, wealth management, or a family office environment

- Multi‑asset class investment knowledge across public and private markets

- Hands‑on experience with private fund operations and investment reporting

- Strong analytical, performance measurement, and attribution skills

- Advanced Excel and PowerPoint proficiency

- Demonstrated, ~~practical ~~ use of **AI tools ** to accelerate professional workflows

- Excellent written and verbal communication skills

- Bachelor’s degree in Finance, Economics, Accounting, or related field

- A fiduciary mindset grounded in stewardship, discretion, and long‑term thinking

**Preferred Qualifications **

- CFA or CAIA designation (or progress toward one)

- Experience with portfolio analytics platforms (e.g., Addepar or similar)

- Familiarity with private fund automation tools (e.g., Canoe or equivalents)

- Experience in multi‑entity investment structures

- Exposure to Python, SQL, or automation-enhancing tools

What We Offer

- Broad, deep exposure to an institutional‑scale investment portfolio

- Direct access to Investment Committee members and family principals

- Meaningful ownership and real influence over investment processes

- A mandate to build and shape an **AI‑enabled investment function **

- Competitive compensation and professional development support

- A values‑driven culture rooted in stewardship, trust, and long‑term growth

- The opportunity to do work that truly matters for people and communities, today and for generations to come

Investment Analyst

Welcome to DataAnnotation! We pay smart folks to train AI. We offer a remote, flexible work model- you choose your own hours and get to work when you want, whenever you want. Apply now through our open Job Listings.

Industry: Software Development
Company Size: 5,001-10,000 employees

DataAnnotation

DataAnnotation is committed to creating high-quality AI. We are looking for a Private Equity Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**Role**

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

- Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

- A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Private Equity Analyst

Vtecknocrats is an emerging global leader in IT Consulting solutions headquartered in Dallas, TX. Since its inception, the organization has rapidly gained recognition as one of the fastest growing IT Services and IT Consulting firms in the nation. Vtecknocrats delivers value-driven IT Consulting resources that organizations require for enhancing business solutions and improving project outcomes. We provide cutting-edge IT staffing expertise in Enterprise Resource Planning and Business Intelligence & Data Warehousing, Content & Identity Management, Infrastructure and more.

Industry: IT Services and IT Consulting
Company Size: 11-50 employees

Finoit Staffing

We’re Hiring: Head of Derivatives & Portfolio Manager – Multi-Asset ETFs

A leading investment management firm is seeking a senior investment professional to help build and lead a new suite of derivatives-based ETF strategies focused on income generation, risk management, and innovative portfolio solutions.

Location: Hybrid (New York preferred; Chicago or Boston also considered)

Compensation:Base Salary: $225K – $300K

Total Compensation Potential: $500K – $750K+

Key Responsibilities:• Design and manage derivatives-based ETF strategies including covered call, collar, and systematic overlay solutions

• Lead portfolio construction, hedging, risk budgeting, and derivatives implementation

• Partner with banks and internal teams to develop tax-efficient ETF structures

• Contribute to multi-asset investment ideas across equities, rates, credit, FX, and volatility

• Support product development, client engagement, and long-term business growth initiatives

Ideal Background:• 5–10 years of experience in derivatives portfolio management, trading, structuring, or ETF investing

• Deep expertise in options, risk management, and macro investing

• Strong understanding of ETF structures and tax-aware investment strategies

• Entrepreneurial mindset with the ability to build and scale new investment products

• Excellent communication and stakeholder management skills

• Series 7 & 63 licenses preferred

- This is a high-impact opportunity for someone who wants to combine portfolio management, product innovation, derivatives expertise, and business building within a growing investment platform.

Head of Derivatives & Portfolio Manager – Multi-Asset ETFs

Live Oak Bank has had the privilege of helping thousands of passionate, driven people turn their dreams into reality. These everyday heroes aren’t in it for the fortune or the fame. They’re in it to make a difference, just like we are. 

As one of the last banks to get a charter before the start of the Great Recession, Live Oak emerged out of the rubble of 2008 as the first bank to keep the customer at the center of the business model. We put a groundbreaking spin on what banking could be, focused on service and technology to redefine banking. 

Live Oak is a digital, cloud-based bank serving small business owners in all 50 states. We are the #1 SBA 7(a) lender by dollar volume* in the country and our mission is to be America’s small business bank. We aim to fulfill that mission through banking products that help business owners buy, build and expand, along with FDIC-insured checking, high-yield savings and CD accounts to grow their hard-earned money. Our family of companies under the holding and parent company Live Oak Bancshares (NYSE: LOB), and our subsidiaries, partner with businesses who share a groundbreaking focus on service and technology to redefine banking.

Our mantra is to treat every customer like the only customer and our mission is to be America’s small business bank.

Industry: Banking
Company Size: 501-1,000 employees

Live Oak Bank

**About Us**

Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.

The Portfolio Manager, Asset Based Lending plays a critical role in supporting disciplined growth while protecting the bank’s balance sheet across complex, collateral driven credit relationships. This role acts as a senior liaison between the Asset Based Lending team and the Credit function, ensuring that deal structures, portfolio risks, and emerging issues are clearly understood, well documented, and effectively communicated.

This role provides people leadership within the Asset Based Lending portfolio management function, supporting the performance, development, and engagement of assigned team members. The position is designed for an experienced Asset Based Lending professional who brings deep technical expertise, strong risk instincts, and the credibility to influence credit outcomes through thoughtful analysis and clear presentation. This role elevates credit quality by anticipating risks, framing solutions, and partnering closely with Credit leaders throughout the lifecycle of each relationship.

~~Portfolio and Risk Management~~

- Serve as primary portfolio manager for a complex Asset Based Lending portfolio with elevated structural and collateral complexity.

- Perform detailed financial, cash flow, and collateral analysis across accounts receivable, inventory, equipment, and related asset classes.

- Monitor borrowing base reporting, field exam results, covenant compliance, and early warning indicators.

- Identify emerging risks and performance trends, escalating concerns with clear risk framing and recommended paths forward.

- Support remediation planning and enhanced monitoring strategies for higher risk or deteriorating relationships.

~~Deal Structuring and Credit Partnership~~

- Partner closely with origination teams to support new transactions, renewals, amendments, and restructures.

- Prepare and present comprehensive deal structures, risk assessments, and mitigation strategies to Credit partners and approval committees.

- Act as a key liaison to the Credit function by translating complex deal dynamics into clear, decision ready materials.

- Collaborate with Credit to address feedback, refine structures, and gain alignment on risk approach, without holding direct approval authority.

- Ensure all proposed structures comply with credit policy, regulatory expectations, and portfolio risk appetite.

~~People Leadership and Team Development~~

- Provide day to day management, coaching, and feedback for assigned analysts or related team members.

- Support onboarding, training, and skill development to ensure consistent application of Asset Based Lending risk standards and portfolio practices.

- Set clear expectations for work quality, timelines, and risk discipline, while promoting accountability and continuous improvement.

- Contribute to performance discussions, development planning, and talent progression in partnership with leadership.

~~Cross Functional Collaboration~~

- Work closely with Loan Operations, Field Exam, Legal, Treasury, and Credit Administration to ensure effective execution and ongoing monitoring.

- Represent the Asset Based Lending team in cross functional discussions related to credit risk, documentation, and portfolio performance.

- Influence outcomes through technical expertise, preparation, and credibility rather than formal authority.

~~Process Improvement and Expertise Leadership~~

- Identify opportunities to strengthen Asset Based Lending portfolio management, underwriting support, and monitoring practices.

- Contribute to the development and reinforcement of best practices within the Asset Based Lending function.

- Provide informal mentorship and technical guidance to less experienced team members.

- Support onboarding and knowledge sharing related to Asset Based Lending credit risk and portfolio oversight.

- Serve as a subject matter resource for the team by sharing knowledge, lessons learned, and practical guidance in complex situations.

**Required Experience**

- Bachelor’s degree in Finance, Accounting, Business, or a related field or equivalent progressive experience, recognizing that advanced technical expertise in Asset Based Lending is often developed through years of specialized, hands on credit, underwriting, and portfolio management experience.

- Eight or more years of progressive experience in Asset Based Lending, Commercial Services, or Specialty Finance.

- Demonstrated experience managing complex Asset Based Lending portfolios and supporting sophisticated credit structures.

- Advanced knowledge of borrowing base mechanics, collateral monitoring, covenant structures, and field examination review.

- Strong written and verbal communication skills with experience presenting complex credit matters to senior stakeholders.

- Prior experience leading, mentoring, or supervising team members in a credit or portfolio management environment.

**Preferred Experience**

- Experience partnering closely with credit officers or approval committees in a non approval holding role.

- Middle market or sponsor backed lending experience across multiple industries.

- Prior exposure to regulatory examinations involving specialty finance or leveraged lending portfolios.

- CPA, CFA, or other relevant professional credentials.

- Comfort operating in hybrid or remote environments and supporting distributed teams.

**Our Values**

- Dedication: Possess a deep commitment to Live Oak Bank’s mission and core values, exemplified through a strong work ethic, adaptability and pride in your work.

- Ownership: Take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality.

- Respect: Treat everyone with courtesy, politeness, and kindness.

- Innovation: Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.

- Teamwork: Foster collaboration, accountability, and trust with others and understand that together, we do more

For a detailed overview of our employee benefits please visit: **http://www.liveoakbank.com/careers/**

Live Oak Bank is an Affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at HumanResources@liveoak.bank.

EEO is the Law

The base pay range for this position is $143,920.00 - $205,600.00 per year. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate’s salary is determined by several factors including travel, relevant work experience or skills and expertise.

Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave, including but not limited to Arizona, California, Colorado, District of Columbia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, Rhode Island, Vermont, and Washington.

Portfolio Manager, Asset Based Lending

DataAnnotation is committed to creating high-quality AI. We are looking for an Assistant Portfolio Manager to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**Role**

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

- Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

- A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Assistant Portfolio Manager

Invesco Ltd. is one of the world’s leading asset managers, with 8,300 employees helping retail and institutional investors in more than 120 countries rethink their challenges and find new possibilities for success.

Our collaborative mindset, breadth of solutions and global scale mean there are few problems we can’t help our clients address and few opportunities we can’t help them explore. 

Our capabilities span nearly every asset class, investment strategy and vehicle, which means we’re able to offer, create or customize solutions to address a broad range of client needs, as the world continues to evolve at pace.

Our investing talent and experience, advanced portfolio and risk analytics, market intelligence, research and insights help our clients make highly informed decisions. 

Our commitment to adding value goes beyond our products, for example helping advisory clients rethink how to elevate their own client interactions, strengthen their investment process and innovate their practices.

For disclosure, visit https://www.invesco.com/corporate/en/socialmedia.html.

Industry: Financial Services
Company Size: 5,001-10,000 employees

Invesco

**About Invesco**

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

**What’s in it for you?**

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

- Flexible paid time off

- Hybrid work schedule

- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution

- Health & wellbeing benefits

- Parental Leave benefits

- Employee stock purchase plan

**Job Description**

**About the Role:**

The Associate Portfolio Manager will work closely with the Senior Portfolio Manager, Global Equities, to help shape the strategy, direction, and effective management of Global Equities portfolios within Invesco Fundamental Equities’ investment and risk framework. This role requires strong fiduciary responsibility to clients, active engagement with the Global Equities team, and the ability to interact confidently with clients, consultants, brokers, and other external stakeholders. Covers equity securities of companies with market capitalizations of over USD $10B that are headquartered in many developed and emerging countries across the world. Performs due diligence on investments in the portfolio (e.g., conducts site visits, meets with management). Works with the trading desk for securities market trading and provides instructions to traders. May participate in client marketing activities. This position includes direct stock coverage responsibilities and is a part of a team that manages a total of $18.3B as of January 31st, 2026.

**Responsibilities of the Role:**

Portfolio Management & Investment Process

- Partner with the Senior Portfolio Manager to develop, refine, and implement strategies for Global Equities portfolios

- Analyze portfolio composition, performance, and risk attributes to support optimal portfolio outcomes

- Maintain financial models and active coverage on approximately 20 companies across at least three sectors.

- Contribute to portfolio construction and integrate quantitative signals in collaboration with internal partners (e.g., quantitative analyst)

- Review and analyze investment results, attribution, and trends to enhance performance with strong fiduciary discipline

- Work with the Senior Portfolio Manager to develop and maintain an effective investment process, including trading policies, procedures, and annual business goals

Research & Market Coverage

- Monitor legislative, regulatory, and macroeconomic developments affecting global equities

- Interface with the ECM desk regarding potential IPO opportunities

- Collaborate with ESG and Global Investment Forum teams

Risk, Compliance & Governance

- Ensure full compliance with regulatory requirements and internal risk frameworks

- Engage regularly with the Risk team to review portfolio exposures, discuss findings, and provide feedback

- Prepare materials for investment committees and respond to ad hoc information requests from senior management

Client, Consultant & Internal Partner Engagement

- Represent the Global Equities team to internal and external stakeholders, including clients, prospects, consultants, brokers, and gatekeepers

- Market the team’s capabilities to existing and potential clients as well as internal distribution partners

- Participate in meetings with major wire houses, key accounts, and investment platforms

- Provide timely information, reporting, and insights to internal partners and external constituencies

**Requirements of the role:**

- A Master’s degree in finance, economics, mathematics, business, or a related field is ideal

- 10+ years of experience in equity research and/or portfolio management

- Strong understanding of both retail and institutional clients

- Coverage experience across at least three sectors

- Strong written and verbal communication skills with effective presentation ability

- Demonstrated success as a team player in collaborative, global, and cross-functional environments

- Effective interpersonal skills with the ability to influence outcomes across teams and organizational levels

- Confident engaging with management teams, brokers, consultants, and clients

- Open-minded, flexible, and receptive to diverse viewpoints

- Exhibits leadership qualities, intellectual curiosity, and a strong work ethic

- Ability to travel internationally required

- CFA designation strongly preferred

The salary range for this position in New York is $250,000 to $280,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

**Full Time / Part Time**

Full time

**Worker Type**

Employee

**Job Exempt (Yes / No)**

Yes

**Workplace Model**

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

Associate Portfolio Manager

CMA is a boutique professional services firm, with global reach, and staffed by seasoned professionals who bring decades of experience gained by working for Banks around the world, in senior roles, in virtually every department.  Our staff have been Traders, Head of Risk, Head of Operations and Head of Technology, to name but a few, at many of the world’s leading Banks, Asset Managers, Exchanges and Clearing Organizations. 

We have deep industry knowledge of every aspect of Capital Markets from Complex Products, Trading, Operations and Risk Management, to Regulatory Reform, Compliance and the Technologies which support those functions.  This in depth industry knowledge combined with decades of consulting experience allows us to deliver a uniquely superior overall experience across the Americas,Canada, Europe and Asia-Pac.

Within these areas of deep expertise, we have reconstructed banking operations, developed integrated business solutions, introduced new products, solved complex client asset compliance needs, implemented recovery and resolution plans and solved complex global custody issues. We have brought focus to post trade execution process and infrastructure, bringing both improvement and rationalization.

The mission is to offer a better professional services choice to clients. Our team is made up from a rare collaboration of expertise with resourcing profiles from senior executives to analyst all bringing rich practical experience from within investment banks, global exchanges, clearing organizations, buys side firms, global fund administrators, outsource providers and consulting. We have vast experience of dealing with some of the most complex change, resolution and new business projects. This unique combination of deep hands-on operational experience and big four consulting experience allow us to deliver and de-risk more effectively and efficiently

Industry: Financial Services
Company Size: 51-200 employees

Capital Markets Advisors LLC

**Senior Portfolio Manager – HNW/UHNW Clients **

Remote – United States | Director Level | Full-Time

Join a global leader transforming the future of private wealth. At Capital Markets Advisors (CMA), we partner with innovators and industry visionaries to deliver exceptional investment solutions. Now, we invite passionate Portfolio Managers to shape the financial success of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients who demand excellence and trust.

**Why You’ll Love This Role **

- Shape Wealth for Generations: Work directly with sophisticated clients, crafting custom investment strategies that preserve and grow family legacies.

- Unmatched Flexibility: Enjoy a remote work environment with flexible hours, empowering you to create your best work-life balance while impacting lives nationwide.

- Growth, Recognition, and Influence: Thrive in a culture that prizes innovation and professional development with clear career pathways, mentorship, and visibility among decision-makers.

- Competitive Rewards: Attractive compensation and benefits packages designed to match your experience and ambition. Your impact drives results—and your rewards.

**What Sets You Apart **

- You’re not just a portfolio manager—you’re a trusted advisor, relationship builder, and strategic thinker. You understand the nuance and responsibility in managing multi-generational wealth.

- You have the confidence and expertise to navigate dynamic market landscapes and complex client needs, tailoring solutions for measurable outcomes.

- You see change as opportunity, proactively driving improvements and inspiring those around you.

**The Work You’ll Do **

- Lead strategic investment and portfolio management for HNW/UHNW clients, delivering insights that give them a true competitive edge.

- Build and deepen client relationships—becoming the irreplaceable partner in their financial journey.

- Design and execute holistic wealth and portfolio frameworks, balancing innovation, risk management, and performance.

- Collaborate across a talented, values-driven team, sharing your knowledge while learning from the best.

- Remain at the forefront of industry standards, compliance, and technology—leveraging tools to deliver efficiency and excellence.

**What You Bring **

- Minimum 5 years’ client-facing investment management experience (HNW/UHNW preferred).

- Minimum 3 years’ direct wealth planning experience.

- Licensed across all asset classes; proven expertise with multi-asset strategy.

- Relentless drive for impact, growth, and positive client outcomes.

- Exceptional communication and client engagement skills.

- Experience working independently in fast-paced, dynamic environments.

**Our Promise **

You’ll have the freedom to do your best work, the support to advance your career, and the resources to make a meaningful difference—in your clients’ lives and your own.

Ready to take your portfolio management career to new heights? Apply now and start shaping the future of wealth, one relationship at a time.

Senior Portfolio Manager

Garda Capital Partners has over 20 years of experience deploying relative value strategies across fixed income markets for institutional investors. 

Garda embraces one investment strategy with one focus: Protect and grow capital for institutional investors who entrust their money to Garda so they can deliver on their promises to their stakeholders. Garda's approach to fixed income relative value investing, their integrity, has earned the trust of investors and counterparties over many market cycles. 

Garda has offices in Wayzata, Minnesota; New York City, New York; Scottsdale, Arizona; West Palm Beach, Florida; Geneva, Switzerland; Copenhagen, Denmark; and Singapore.

Industry: Investment Management
Company Size: 201-500 employees

Garda Capital Partners

Garda Capital Partners (Garda) is a multi-billion dollar alternative investment firm with over 22 years of experience deploying relative value strategies across fixed income markets for institutional investors. We hire, grow, and mentor great talent and remain steadfast in our commitment to building a culture that helps them succeed. Garda is more than a workplace. We are built on trust, integrity, and a shared vision for how we work together, the enduring relationships we build, and the consistency of our results. Garda's primary offices are located in Wayzata, New York City, West Palm Beach, Geneva, Zug, Copenhagen, Singapore, and Scottsdale.

**Position: **Associate Portfolio Manager

Garda Capital Partners LP seeks a full-time Associate Portfolio Manager based in New York, NY.

**Job Description: **Responsible for managing a relative value portfolio using mortgage derivatives while communicating broad trading ideas with senior management on a weekly basis. Support the investment management team in New York by focusing on discretionary and systematic relative value opportunities in mortgage derivative markets; utilizing qualitative and quantitative analysis along with proprietary trading systems to manage their own portfolio, monitor individual positions, and report the overall portfolio risk to Portfolio Managers. Additional job duties include: (1) performing financial modeling, valuation analyses, and due diligence to support investment decisions while reviewing and implementing investment strategies and structures, and contributing to the reporting and tracking of existing themes; (2) working collaboratively with management teams, other Garda investment professionals, and counterparties; (3) completing investment process from origination and research, of both systematic and discretionary ideas, to trade execution and portfolio management; (4) utilizing programming language, Python; (5) analyzing larger datasets for mortgage prepayments, automating processes, and developing analytical tools, using machine learning and statistical algorithms; (6) utilizing sector specific products including YieldBook and RiskSpan to analyze prepayments in mortgage products and develop trade ideas in mortgages; (7) implementing trading strategies, monitoring portfolio risks, and facilitating PNL generation; (8) CMO structuring and hedging with TBA, USTs, futures, and swaptions; and (9) cultivating established relationships with at least five of the major Wall Street mortgage trading desks.

**Minimum Requirements: **This position requires a Master's degree or equivalent in Financial Engineering, Finance, Mathematics, or a related field and two years related experience. Must also have 18 months of experience with each of the following:

- Completing investment process from origination and research, of both systematic and discretionary ideas, to trade execution and portfolio management;

- Utilizing programming language, Python;

- Analyzing large datasets for mortgage prepayments, automating processes, and developing analytical tools using machine learning and statistical algorithms;

- Utilizing sector-specific products including YieldBook and RiskSpan to analyze prepayments in mortgage products and develop trade ideas in mortgages;

- Implementing trading strategies, monitoring portfolio risks, and facilitating PNL generation;

- CMO structuring and hedging with TBAs, USTs, futures, and swaptions; and

- Cultivating established relationships with at least five of the major Wall Street mortgage trading desks.

Employer will accept experience gained concurrently. Will accept experience gained before, during, or after Master's program. Base Salary: $118,248 to $190,000/year.

This role is also eligible for other forms of compensation and benefits, such as a discretionary bonus, healthcare plan, 401(k) matching program, etc. Within the range, individual pay is determined by work location and additional factors, such as job-related skills, experience, and relevant education.

Base Salary for this role is expected to be between:

$118,248—$190,000 USD

ITC Infotech is a global technology solution and services leader providing business-friendly solutions, that enable future-readiness for clients. We seamlessly bring together digital expertise, strong industry-specific alliances, and deep domain expertise from ITC Group businesses. Our solutions and services are focused on Banking and financial Services, Healthcare, Manufacturing, Consumer Goods, Travel and Hospitality.

ITC Infotech is a wholly-owned subsidiary of ITC Ltd, one of India’s most admired companies.

Industry: IT Services and IT Consulting
Company Size: 10,001+ employees

ITC Infotech

**Greetings from ITC Infotech! **

**Role - Vendor Management Consultant **

**Location - Vancouver, BC **

**Start Date: Immediate **

**Position Type: Full Time (Medical, 401K, PTO etc.) **

**Job Description: **

The **Vendor Management/ ** **Portfolio Analyst Consultant **assists in** **leading the day-to-day operations of the Office of the CIO. This IS department defines and maintains the Information Services Department's core management functions.

The Vendor Management Consultant reports to the Portfolio Manager and collaborates closely with the Portfolio Manager and Senior Director of the CIO.

**Key Job Responsibilities **

Under the direction and oversight of the Portfolio Manager:

- Supports the day-to-day operations of the Office of the CIO – Vendor and Portfolio Management team

- Should have strong vendor negotiation skills.

- Coordinates and ensures team SLAs and activities are being addressed appropriately

- Supports the Portfolio Manager by addressing incoming inquiries or issues and escalates as appropriate.

- Supports oversight of vendor contracts and renewals.

- Supports oversight of legal intake and the legal review process

- Tracks vendor expenses and identifies and highlights anomalies

- Using different data sources demonstrates the ability to create meaningful reporting

- Create PowerPoint decks/presentations for management/executive audience

- Proven ability to interact and communicate with all levels of management, especially leadership

- Ability to identify and develop solutions for continuous process improvement

- Ability to lead, facilitate, and coordinate meetings, as needed and directed by the Portfolio Manager

- Represents in an ethical and business-like professional manner in all interactions with growers, co-workers, suppliers, customers and the business community.

- Other responsibilities, as assigned

**Job Requirements: **

- 7+ years’ related experience

- Microsoft Excel (Proficiency: Advanced)

- Microsoft PowerPoint (Proficiency: Advanced)

- Microsoft Visio (Proficiency: Intermediate)

- Experience with ServiceNow SPM, ITSM and SAM

- Experience with Project Portfolio Management and ITIL framework

- Strong project management and planning capabilities

- Financial/Business analysis techniques and strong problem-solving abilities

- Excellent written and oral business communications skills

- Strong ability to interface/communicate with all levels of management, especially leadership

- Self-starter with the ability to manage time effectively, work independently, and deal with ambiguity

- Critical thinking and problem-solving skills

- Detail-oriented and attention to quality

- Experience with ServiceNow ITSM, SPM, SAM

- ITIL, PMP certification a plus

- Drives Results

- Collaborates: Works with a variety of colleagues, inside and/or outside seeking win-wins solutions.

- Courage: Tackles difficult issues timely with optimism and transparency.

**Education Qualification: **

Bachelor’s degree in computer science, Information Technology, or a related field (or equivalent experience).

~~ITC Infotech is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion, or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. ITC infotech is committed to providing veteran employment opportunities to our service men and women. ~~

Vendor Management Consultant

Lincoln Property Company (“Lincoln”) is one of the nation’s largest diversified real estate services companies with thirty-five offices across the globe. Founded in 1965, Lincoln's combined management and leasing portfolio on behalf of institutional clients includes almost 500 million square feet of commercial space. Offering a comprehensive suite of real estate solutions, Lincoln manages, leases, develops, and provides advisory services to owners and occupiers of office, life science, retail, industrial, data center, production studio, and mixed-used residential properties throughout the United States, United Kingdom, and Europe. In addition to providing third party real estate services, Lincoln has principally acquired and developed more than $24 billion and 62 million square feet of commercial projects since 2018.

Industry: Real Estate
Company Size: 1,001-5,000 employees

Lincoln Property Company

At Lincoln Property Company, we are seeking a Portfolio Manager to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication with internal teams and investors.

**Responsibilities **:**Portfolio Oversight & Strategy **

- Lead oversight of a diversified portfolio of 150–200 GP investments across strategies and geographies

- Develop scalable frameworks for portfolio monitoring and performance tracking

- Partner with investment teams on quarterly updates and monitoring business plan progress

**Reporting & Analytics **

- Deliver institutional-quality investor reporting/deal snapshots/accounting detail on a quarterly basis

- Build and implement next-generation reporting tools, leveraging automation and AI where appropriate

**Investor & Stakeholder Communication **

- Support investor relations efforts with high-quality, timely, and insightful responses

- Serve as a key liaison between investors and capital markets team

**Operational Excellence **

- Oversee capital call processes and entity formation for new investments and quarterly replenishments

- Identify and implement technology solutions (including AI-driven tools) to improve workflows and data integrity

**Accounting & Structural Fluency **

- Oversee partnership-level financial reporting, including capital accounts, distribution calcs, and tax reporting

- Collaborate with accounting and tax teams to ensure accuracy and consistency across the portfolio

**Qualifications **

- 7+ years experience in institutional RE portfolio management, reporting, investor relations

- High-agency problem solver that can be decisive in ambiguity

- AI-native/fluent – eager to leverage tech to drive efficiency

- Familiarity with RE partnership accounting and tax reporting

- Strong written and verbal comms skills – translates complexity into clarity

- Team-oriented

- Dallas-based – in-person role

**About Lincoln Property Company **

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

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

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

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

Portfolio Manager

DataAnnotation is committed to creating high-quality AI. We are looking for a Portfolio Manager to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**Role**

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

- Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

- A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

swipejobs is an on-demand labor technology platform headquartered in Dallas Fort Worth and Sydney, focussed on the US market.

We are a mobile technology platform, not a mobile app. We partner with staffing firms and consumer technology platforms to offer a complete mobile solution that is integrated real time with their systems. At the heart of swipejobs is a transformational matching technology that matches on-demand workers with employers.

Industry: Software Development
Company Size: 201-500 employees

swipejobs

**Job Description: **

Building Energy Usage Portal is a cloud-based internet application which provides functionality used by New York and New Jersey Building Owners and Property Managers as they manage their energy consumption data. The application allows users to add properties that they manage into our system and receive back energy (gas, electric, and steam) consumption data into the portal and automatically send the consumption data to Energy Star Portfolio Manager so they can execute on their benchmarking obligations. Please note that we are unable to sponsor applicants requiring work authorization or visas for the positions currently available. We kindly request that only candidates who already possess the legal right to work in the United States apply for consideration.

**Responsibilities **

- Design and analyze technical approaches, evaluate potential risks, costs and defects

- Recommend software technologies and solutions, evaluate alternatives, and analyze problems with data infrastructure

- Create models, wireframes, and prototypes when applicable

- Own and oversee application design and software development process

- Lead delivery team through architectural development process and collaborate with application development teams, architects, Business and other project constituents

- Ensure application software solutions are effectively and efficiently designed, produced and tested

- Present design options to executives, stakeholders, peers and delivery teams

- Breakdown architecture into tangible tasks for a developer to execute

- Predict future needs and ensure technical design are secure and scalable

- Research and implement innovate technologies, determine what best suits the organization and helps the company meet goals and targets

- Create technical documentation, update Microsoft DevOps, produce documents relating to application architecture, design steps, integration processes and testing procedures relating to each product developed

- Produce end-to-end solution models rapidly with focus on non-functional requirements.

- Educate and train staff on coding standards, design, and development best practices

#cspro

Solutions Architect

DataAnnotation is committed to creating high-quality AI. We are looking for a Portfolio Manager to join

our team to help train the next generation of AI while enjoying the flexibility of remote work and the

freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re

looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as

a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful

tool for finance professionals. We're seeking experienced finance professionals with advanced degrees

(MBA+) and professional experience to use their expertise to help shape how AI understands financial

principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role,

**You Might**

- Review and improve AI Assistant answers to questions about macro trends, corporate finance,

and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI

Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their

reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more

reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a

finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant

backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth

Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and

high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises

related to finance management

- A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any

currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

In 1919, a group of community leaders in the small town of Orrstown, Pennsylvania saw the need to form a bank to meet the financial needs of the citizens. More than a century later, Orrstown Bank has become one of the region's most successful and influential community banks, offering a full range of consumer, business, and wealth management services.

Headquartered in Harrisburg, Pennsylvania, with additional regional executive and administrative locations, including Harrisburg Pennsylvania, Orrstown Bank has grown to over 45 locations in Pennsylvania and Maryland. With $5.5 billion in assets, Orrstown Financial Services, Inc., the parent company of Orrstown Bank, is one of the largest independent community banks headquartered in the region and is publicly traded on the NASDAQ market under the symbol ORRF.

At Orrstown Bank, we uphold the timeless tradition of providing personal service rooted in the community. Understanding clients' needs and building a trusting relationship is important to us. If you're looking for a bank big enough to provide products and services needed to achieve your financial goals but small enough to greet you by name, visit us and get to know Orrstown Bank.

Orrstown Bank is an Equal Housing Lender and its deposits are insured up to the legal maximum by the FDIC.  For more information about Orrstown Financial Services, Inc. and Orrstown Bank, visit www.Orrstown.com.

Industry: Banking
Company Size: 201-500 employees

Orrstown Bank

The Investment Portfolio Analyst supports the Portfolio Managers with analytical data to assist in portfolio decision making and ensure consistency with the client’s investment objectives, the Bank’s operating policies and procedures, and regulatory requirements..

**Minimum Qualifications**

- Bachelor’s degree in finance, accounting, or a related field.

**Preferred Qualifications**

- 3-5 years’ experience in investment field including security and portfolio level analytics preferred.

- Chartered Financial Analyst (CFA) candidate preferred or willingness to pursue CFA designation or other advanced designation.

**Responsibilities**

- Back up other daily team responsibilities handled by the Portfolio Specialist, such as, but not limited to coordinating and execute the daily mutual fund, stock and bond trading, accomplish problem resolution utilizing customer relationship management system. Administrate portfolio management system with regard to rules, models maintenance, allocations and report packages. Monitor maturing bonds, directed trades and authorizations.

- In support of the PMs, monitor mutual fund and ETF models for performance, quality and stability.

- As requested, perform reviews and research of individual securities for inclusion/exclusion in the internal approved list to be used in models/portfolios.

- Prepare proposals and performance reports for use in new business development and reviews for client meetings.

- Assist in the preparation of internal and external presentations as needed.

- Assist in preparation and assembling quarterly Investment Strategy committee packages, specifically related to performance measurement and strategy presentations.

- Contribute to development of macroeconomic analysis, investment strategy development and asset allocation considerations.

- Assist in portfolio review process and follow-up to ensure compliance with applicable regulations, policies, procedures and the Investment Policy Statement of each account.

- Review and recommend changes in investment policy and procedures to ensure continued efficiency and regulatory compliance.

- Monitor Investment Policy Statement (IPS) compliance for all accounts and portfolios.

**Skills**

- Excellent mathematical and analytical skills; high level of attention to detail while pursuing quality in accomplishing tasks and ensuring timeliness of work; proficient reading, verbal and written communication, computer and interpersonal relations skills; competent working knowledge of Word, Excel, PowerPoint, and trust accounting software.

**Benefits**

At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.

- Medical insurance

- Dental insurance

- Vision insurance

- Long-term disability

- Short-term disability

- Employee, spouse and dependent life and AD&D insurance

- Flexible spending account

- Dependent care spending account

- Employee stock purchase plan

- 401(k)/profit-sharing program

- Paid time off

- Paid holidays

- Paid parental leave

- Employee service recognition

Investment Portfolio Analyst

Headquartered in Miami, City National Bank of Florida (CNBFL) is the financial institution to which Floridians have turned for 75 years. With more than $22 billion in assets, CNBFL is one of the largest financial institutions based in the state. City National Bank of Florida is a subsidiary of Chilean bank, Banco de Credito e Inversiones (Bci), and remains a South Florida-based community bank with local decision-making. 

City National Bank of Florida is rated 5 stars "Superior" by BauerFinancial. CNBFL was voted Best Community Bank, Best Business Bank, Best Bank for Commercial Real Estate, Best Bank for Jumbo Loans, Best Private Bank, and Best Foreign National Mortgage Lender by the readers of the Daily Business Review. CNBFL offers a diversified portfolio of financial products and services from Miami-Dade County to Central Florida.

Social Media Terms of Use: http://bit.ly/CNBsocialterms

Industry: Banking
Company Size: 501-1,000 employees

City National Bank of Florida

**About Us**

Think BIG. Achieve More.

At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!

**Overview**

The Trade Product and Portfolio Manager is responsible for managing and advancing the strategic and financial performance of the Trade Services & Finance product portfolio. The role analyzes business and portfolio performance, oversees product-related financial outcomes, and drives cross-functional alignment to ensure consistent execution of trade product strategies and operational priorities.

Working in close partnership with the Trade Product Director and Trade Services & Finance subject matter experts, this position translates strategic objectives into defined workstreams, establishes performance metrics, and monitors progress to support informed decision-making. The role maintains accountability for Product P&L and oversight of contingent and funded trade portfolios, ensuring alignment with business objectives, risk parameters, and regulatory expectations across functions including Risk, Compliance, Operations, Technology, and Finance.

This role does not have direct client interaction and does not exercise supervisory responsibility over staff. The position operates with a high degree of independence and professional judgment, reflecting its strategic importance within the Trade Services function.

**What You'll Do**

- Manage the financial and performance oversight of the Trade Services & Finance product portfolio, including accountability for Product P&L and analysis of contingent and funded trade exposures.

- Evaluate Trade Services & Finance portfolio metrics, market trends, credit facility approvals, and risk ratings to assess business performance, portfolio health, and strategic implications.

- Interpret financial results, variances, and performance drivers and present insights and recommendations to Trade Product leadership to support product and portfolio decision‑making.

- Translate Trade Services & Finance product strategy into defined initiatives and priorities, establishing performance measures to assess execution effectiveness and strategic alignment.

- Design and maintain management reporting, dashboards, and performance materials to support oversight of product performance, regulatory expectations, and strategic objectives.

- Provide cross‑functional leadership by coordinating with Operations, Technology, Risk, Compliance, Legal, and Finance to ensure trade product initiatives align with control frameworks, operational capabilities, and regulatory requirements.

- Assess operational performance indicators, including turnaround times, discrepancy trends, workload distribution, and market activity, and evaluate potential impacts to business performance and product strategy.

- Consolidate operational, financial, and market insights to inform product governance discussions, portfolio optimization, and business planning activities.

- Prepare analysis, materials, and responses for governance forums, senior leadership reviews, audits, and regulatory examinations related to Trade Services & Finance products.

- Ensure Trade Services & Finance product activities and portfolio decisions align with internal policies, global standards, and applicable regulatory requirements.

**Qualifications**

- 8-10 years of experience in banking, Trade Products, Finance, business intelligence, product management, financial analysis, or a related function.

- Strong understanding of Trade Services and Finance products, portfolio structures, and related banking operations.

- Advanced knowledge of financial analysis, including Product P&L, profitability drivers, portfolio performance metrics, and variance analysis.

- Demonstrated ability to analyze complex financial, operational, and market data, synthesize insights, and support business and product decision‑making.

- Ability to exercise independent judgment in evaluating trends, risks, and performance indicators within a regulated banking environment.

- Effective verbal and written communication skills to present analyses, recommendations, and insights to cross‑functional stakeholders and senior leadership.

- Strong organizational and prioritization skills with the ability to manage multiple, competing initiatives in a deadline‑driven environment.

- Proficiency in Microsoft Office applications, with advanced Excel skills for financial analysis, reporting, and dashboard development.

**Education**

- Bachelor's Degree in Finance, Economics, Business Administration, International Trade, or related fields.

- An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.

**Special Information To Candidates**

City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department talent.attraction@citynational.com.

Trade Product and Portfolio Manager

In 2021, and after a decades long relationship, Income Property Management and C&R Real Estate Services came together to expand and continue to provide excellent care to their clients, residents and employees. A reimagined structure was formed during this transformative time as Commercial and Residential Management Group (CRMG), an exciting new beginning.

CRMG is focused on providing a memorable and lasting experience to all. From their clients, to residents to employees, people are at the center of how we function and ensure the greatest service and care. As our story evolves, our history remains as two leading property management companies serving the Pacific Northwest for over 50 years, coming together to reshape the future.

We take pride in the expertise that both companies have cultivated over the years, and know that the same attention and care for our people will continue to grow for decades to come.

Industry: Real Estate
Company Size: 201-500 employees

CRMG

Description:

Commercial and Residential Management Group (CRMG) is seeking a highly motivated Residential Portfolio Manager to join the growing residential team. Our Portfolio Managers are leaders who provide a key point of contact for clients and excel at building high functioning teams to manage a diverse portfolio of multi-family residential properties. The portfolio will consist of a range of mid-size conventional properties (50+ unit communities).

The Portfolio Manager will be responsible for achieving revenue growth, occupancy goals, and the client’s asset performance expectations. These goals are accomplished by creating and mentoring an inclusive, diverse, and talented team of people to provide the best experience for all communities, residents, and team members. Our Portfolio Managers are essential and embody CRMG's core values of honesty, integrity, and innovation.

**FLSA Classification: ** Exempt

**Salary: **$75,000 - $100,000 (DOE)

**Office Hours: **Monday to Friday, 8:00am - 5:00pm

**Work Location: ** 11740 SW 68th Parkway, Ste. 100, Tigard, OR 97223

**Additional Compensation: ** $75.00 monthly cell phone stipend and mileage reimbursement for business related travel.

**Benefits for the Portfolio Manager **

**The Portfolio Manager is eligible for benefits first of the month following 30 days of continuous employment. **

- **Make sure you’re covered – ** Medical, Dental, Vision Insurance, Employer-paid Life Insurance, Employee Paid Voluntary Insurance options, and a Flexible Spending Medical/Dependent Care Savings Account.

- **Give you the tools to stay on track for the future – ** The opportunity to enroll in the 401(k) program with an employer match (Eligible first of the month after 90 days of employment).

- **Assistance with work/life balance – ** Employee Assistance Program (Available to use on your first day!)

- **Give you a break – ** Paid Sick time, Vacation, Ten (10) paid Holidays, and your birthday off!

*A Skills Assessment test will be conducted before extending an offer. A pre-employment background check is required on all final candidates. *

Requirements:

**What you will bring as the Portfolio Manager **

- An entrepreneurial mindset, self-motivation, and confidence to establish strong professional relationships.

- Highly developed communication skills and the ability to work with people from diverse backgrounds.

- Three (3) to Five (5) years of full-time multi-family portfolio management experience.

- Subject matter expert (SME) knowledge of Landlord/Tenant law in Oregon and Washington including Fair Housing laws, and advanced knowledge of state and federal labor laws and safety protocols.

- Exceptional organizational skills and attention to detail, and able to thrive on providing the best financial and accounting reports and analytics.

- Enthusiasm to learn new software and technology; Entrata experience is a plus.

- Available for after-hours emergencies.

- Reliable transportation to travel between properties, with a current driver’s license, a clean driving record, and auto insurance.

**About Us **

Income Property Management (IPM) recently acquired C&R Management Group, reshaping the long-standing history of both companies into Commercial and Residential Management Group (CRMG). This strategic alliance allows us substantially greater purchasing power with our vendors and suppliers. It also enables us to attract skilled, talented employees seeking a career with a successful and stable organization. We offer those associates a variety of opportunities for growth. Through training and experience, these employees grow with us over time, as many already have, to be excellent property management professionals – the lifeblood of any successful, professional property management organization.

**EEO Statement **

CRMG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This employer participates in E-Verify. For more information: E-Verify Participation / Right to Work

PM21

**Compensation details: ** 75000-100000 Yearly Salary

Founded in 1982, CA manages Condominiums, Co-Operatives, Homeowner Associations, and Multi-family residential real estate across Florida. We provide boutique management services, which requires knowing and understanding your clients and their needs.   By focusing first on building strong relationships, it allows our teams to better understand what motivates clients and in turn, what drives key operational aspects within the property.   Today, CA provides boutique service in the areas of facilities management, staffing and personnel management, front desk support, concierge services, administrative support and property maintenance. We currently manage over 400 associations, servicing over 50,000 doors and we are growing.

Industry: Business Consulting and Services
Company Size: 201-500 employees

Condominium Associates

Job Type

Full-time

**Description**

Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management, financial oversight, and administrative support.

**Job Summary**

As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management.

**Responsibilities**

- Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness.

- Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions.

- Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork.

- Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health.

- Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities.

**Requirements**

**Qualifications **:

- Proficient in accounting software (experience with CINC is a plus).

- Strong attention to detail and accuracy in data entry.

- Excellent organizational and time-management skills.

- Effective communication and interpersonal skills.

- Ability to thrive in a fast-paced and collaborative environment.

**Education And Experience**

- High school diploma or equivalent

- 3+ years of relevant experience in property management.

- LCAM in the state of FL

- Driver’s license

**Physical Requirements**

- Ability to sit or stand for extended periods while working on a computer or attending meetings.

- Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies.

- Frequent driving may be required to visit multiple communities and attend meetings.

- Ability to walk or navigate community grounds for property inspections or site visits.

- May need to climb stairs or access elevated areas during community evaluations or assessments.

We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment.

In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment.

Salary Description

$45,000 to $55,000

Portfolio Manager - LCAM - Urgently Hiring!!!!!!!!

Find Investment Manager jobs with Savvy's AI Recruiter. Browse thousands of opportunities from top companies including remote positions. Our AI-powered system matches you with roles that fit your skills and experience.