assistant portfolio manager

Vistas Global

Job SummaryThe Assistant Manager &ndash; Card Product is responsible for managing and growing the bank&rsquo;s credit card, debit card, and prepaid card portfolio. The role focuses on product performance, portfolio profitability, customer engagement, and operational efficiency, while coordinating with internal teams and payment networks to ensure smooth product delivery and regulatory compliance.Key ResponsibilitiesCard Portfolio Management<ul><li>Manage and monitor the overall card portfolio performance including activation rates, spend volume, and customer retention.</li><li>Analyze portfolio profitability, transaction trends, and customer usage behavior.</li><li>Develop strategies to increase card acquisition, activation, and card usage.</li><li>Identify opportunities to improve portfolio growth and revenue generation.</li></ul>Product Development &amp; Enhancement<ul><li>Assist in the development and enhancement of card products, including credit, debit, and prepaid cards.</li><li>Work closely with payment networks such as Visa and Mastercard to implement new features and product updates.</li><li>Support product lifecycle management including product launch, upgrades, and discontinuation.</li><li>Coordinate with IT and operations teams for system implementation and enhancements.</li></ul>Business Strategy &amp; Market Analysis<ul><li>Conduct market research and competitor analysis to identify new opportunities in the cards market.</li><li>Support the development of pricing strategies, card benefits, and reward programs.</li><li>Evaluate customer feedback and propose product improvements.</li></ul>Campaign &amp; Customer Engagement<ul><li>Collaborate with marketing teams to design spend campaigns, cashback offers, and loyalty programs.</li><li>Monitor campaign performance and optimize customer engagement strategies.</li><li>Develop initiatives to improve card activation and transaction frequency.</li></ul>Risk, Compliance &amp; Fraud Management<ul><li>Ensure card products comply with regulatory requirements and internal policies.</li><li>Work with risk and fraud teams to monitor transaction fraud trends and portfolio risk exposure.</li><li>Ensure compliance with payment network rules and security standards.</li></ul>Reporting &amp; Performance Monitoring<ul><li>Prepare weekly and monthly portfolio performance reports for management.</li><li>Track key KPIs such as:</li><li>Card activation rate</li><li>Transaction volume</li><li>Average spend per card</li><li>Portfolio profitability</li><li>Provide insights and recommendations for business improvement.</li></ul>Qualifications<ul><li>Bachelor&rsquo;s degree in Business Administration, Finance, Banking, Marketing, or related field.</li><li>3&ndash;5 years of experience in card product management, payments, or banking portfolio management.</li><li>Experience in bank managing credit card or debit card portfolios.</li></ul>Key Skills<ul><li>Strong analytical and financial analysis skills</li><li>Knowledge of card payment systems and card lifecycle management</li><li>Experience with portfolio analytics and performance reporting</li><li>Strong communication and stakeholder management skills</li><li>Proficiency in MS Excel, PowerPoint, and data analysis tools</li><li>Ability to work in a fast-paced banking or fintech environment</li></ul>Preferred Experience<ul><li>Experience working with card processing platforms such as TSYS.</li><li>Knowledge of digital payments and card loyalty programs.</li><li>Experience managing card acquisition and spend campaigns.</li></ul>Job Type: Full-timePay: Up to QAR20,000.00 per monthWork Location: In person

Assistant Manager – Card Product Development (Card Portfolio Management)

Al-Futtaim

<div>
 
 Job Requisition ID:
 
 175658
 
 
 Established in the 1930s as a trading business, Al-Futtaim Group today is one of the most diversified and progressive, privately held regional businesses headquartered in Dubai, United Arab Emirates. Structured into five operating divisions; automotive, financial services, real estate, retail and healthcare; employing more than 35,000 employees across more than 20 countries in the Middle East, Asia and Africa, Al-Futtaim Group partners with over 200 of the world's most admired and innovative brands. Al-Futtaim Group&rsquo;s entrepreneurship and relentless customer focus enables the organization to continue to grow and expand; responding to the changing needs of our customers within the societies in which we operate.
 
 
 By upholding our values of respect, excellence, collaboration and integrity; Al-Futtaim Group continues to enrich the lives and aspirations of our customers each and every day
 
 
 
 Overview of the role:
 
 
 
 The Assistant Projects Manager is a pivotal role responsible for the day-to-day planning, coordination, and execution of a diverse portfolio of projects within the shopping center. This includes tenant expansions, unit splits, new unit creation, mall refurbishments, and area renovations.
 
 
 
 What you will do:
 
 
 
 <ul>
 <li>
 Develop and maintain detailed project plans, schedules, and budgets for all assigned works. Coordinate interdependencies between multiple concurrent projects and the center's daily operations.
 </li>
 <li>
 Responsible for establishing SLAs and KPIs of the outsourced contractors and track performance levels of the contractor providing soft services against set KPIs and SLAs by routinely assessing performance against checklist, identifying defaults or shortcomings in service levels, and based on same prepare necessary report for management.
 </li>
 <li>
 Directly manage relationships with tenant contractors and appointed vendors for fit-out, expansion, and renovation projects. Ensure all contractor activities comply with mall standards, regulations, and approved methodologies.
 </li>
 <li>
 Ensure all projects have complete and approved documentation prior to commencement, including drawings, method statements, risk assessments, permits (NOCs), and insurance certificates. Maintain meticulous project files.
 </li>
 <li>
 Conduct regular site inspections to monitor progress, quality of workmanship, and adherence to approved specifications. Proactively identify and resolve on-site issues.
 </li>
 <li>
 Plan and execute all project works with a core focus on minimizing disruption to trading, customer experience, and center operations. Manage hoarding, signage, noise, and logistics effectively.
 </li>
 <li>
 Be the on-site champion for HSE standards. Ensure all work is carried out in strict compliance with center and local authority safety regulations. Conduct safety briefings and audits.
 </li>
 <li>
 Track project expenditures against budgets, review contractor payment applications, and report on financial status. Provide regular, clear progress updates to the Senior Operations Manager.
 </li>
 <li>
 Manage the project snagging and defect rectification process. Ensure successful operational handover of completed projects, including the submission of asbuilt drawings and operation &amp; maintenance manuals.
 
 
 </li>
 </ul>
 
 Required Skills to be successful:
 
 
 
 3-5 years&rsquo; relevant experience in a Shopping Centre/Mall/Real Estate especially with some background in Civil Defense Service would be highly advantageous.
 
 
 
 What equips you for the role:
 
 
 
 <ul>
 <li>
 University Graduate in Engineering, Bilingual (English and Arabic speaking skills desirable)
 </li>
 <li>
 Architect or Civil Background is a Must.
 </li>
 <li>
 Experience in facility management, maintenance planning, and safety protocols
 </li>
 <li>
 Strong organizational, budgeting, and project management skills
 </li>
 <li>
 MBA in Management or related field is preferred. MBA &ndash; PMP &ndash; FMP
 
 
 </li>
 </ul>
 
 About Al-Futtaim Group Real Estate
 
 
 
 The real estate development and operations arm of Al-Futtaim, Al-Futtaim Group Real Estate is responsible for a multi-billion-dollar portfolio across MENA. With high-quality residential, business, retail, tourism, educational and healthcare developments, the master developer caters to the diverse needs of cities and communities in the region. From origination, conception, development, sales, procurement and construction of mega-projects and the leasing, operation and management of these projects after completion, Al-Futtaim Group Real Estate (AFGRE) has been developing and managing owned landbanks, unlocking the economic potential of the region and contributing to future development for more than 40 years.
 
 
 Our focus is to enable and invest in meaningful relationships to make our properties the best places to live and work, build additional products and services and enable partnerships to create true value to our customers throughout their entire experience with us.
 
 
 AFGRE is responsible for master planning of all projects in its portfolio, including two large scale mixed use destinations: Dubai Festival City and Cairo Festival City.
</div>

Assistant Manager - Projects | Asset Management | Real Estate

Morgan Stanley

<div><h1 class="jobSectionHeader">Investment Management &ndash; Fixed Income &ndash; Administrative Assistant to Emerging Markets Portfolio Manager
</h1><h1 class="jobSectionHeader">Abu Dhabi
</h1>The Emerging Markets Debt team is seeking a highly motivated, intellectually curious, and exceptionally organized candidate to provide high-level administrative support to a portfolio manager based in Abu Dhabi. The individual will work closely with portfolio managers, research associates, and analysts across the team. The ideal candidate will have a strong interest in emerging markets, global events, and the investment research process. For an individual who excels in the core responsibilities of the role, there may, over time and subject to business needs, be opportunities for broader exposure to the team&rsquo;s research activities. Such exposure may include supporting the preparation of research materials, maintaining contact and meeting databases, coordinating complex research travel, preparing regional news summaries, and assisting with macroeconomic, political, and country-level background analysis. The role offers close proximity to the investment process and significant exposure to the team&rsquo;s research process, including interactions with government officials, central bankers, ministries of finance, and representatives of multilateral institutions such as the IMF and World Bank.
Morgan Stanley Investment Management Description:
Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has about $1.4 trillion in assets under management or supervision. With 1,343 investment professionals worldwide, and 54 offices in 25 countries, Morgan Stanley Investment Management is able to provide in-depth local knowledge and expertise while channelling the strength of our global presence and resources. To support the delivery of tailored, value-added investment solutions to clients our investment teams are organized by capability: Solutions &amp; Multi-Asset, Real Assets, Active Fundamental Equity, Private Credit &amp; Equity, Global Fixed Income, and Global Liquidity. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide
Emerging Markets Team Description:
The Emerging Markets Debt team manages approximately $35 billion across a range of investment strategies. The team analyses the macroeconomic and political environments of more than one hundred countries and translates these fundamental views into investment ideas. Our research process leverages traditional news and crowd-sourced media, economic data releases, relationships with economists and political analysts, and on the ground travel to meet with policy makers and in-country experts. We exploit both long and short investment opportunities and use a variety of sovereign bonds, currencies, equities, and other cash and derivative instruments in order to execute our strategies. Our team is made up of highly motivated professionals with diverse backgrounds who complement our global perspective.
Basic Purpose: 
To provide in-office administrative support to a Managing Director Portfolio Manager on the Emerging markets Debt Team. Over time, exceptional performance in the core responsibilities of the role may create opportunities for broader exposure to research-related work, subject to business needs and the discretion of the investment team.
Primary Responsibilities :
<ul><li>Provide proactive, detail-oriented administrative and business support to a Portfolio Manager, including - but are not limited to- complex calendar management, travel coordination, meeting scheduling, preparation of itineraries and agendas, and expense processing.
</li><li>Support selected research-related tasks at the discretion of the team and subject to business priorities.
</li><li>Demonstrate flexibility, responsiveness, and the ability to support a global investment team across time zones.
</li></ul>Job Requirements :
<ul><li>Bachelor&rsquo;s degree with a strong academic record.
</li><li>Highly motivated, intellectually curious, and genuinely interested in emerging markets and the investment research process.
</li><li>Anticipates needs, exercises sound judgment, identifies process improvements, solves problems independently, operates with a high degree of ownership
</li><li>Comfortable operating in a fast-paced environment with shifting priorities, variable hours, and evolving team needs.
</li><li>Excellent verbal and written communication skills; additional language capability is a plus.
</li><li>Highly organized, detail-oriented, and able to manage multiple competing priorities under tight deadlines.
</li><li>Must be able to work both independently and as a team and adapt to various needs of the Fixed Income Group.
</li><li>Comfortable interacting professionally and confidently with senior external stakeholders, including government officials, policymakers, and representatives of international financial institutions.
</li><li>Must maintain strict confidentiality.
</li><li>Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, Outlook, and Word. Familiarity with programming or automation and LLM tools is highly advantageous.
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo .</div>

Investment Management – Fixed Income – Administrative Assistant to Emerging Markets Portfolio Manager

<div>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Responsibilities:
<ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul>Knowledge and Skills Required:
<ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

HarbourVest

<div>Job Description Summary
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that&rsquo;s marked by low turnover and high energy, you&rsquo;ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
The Credit Portfolio Associate plays a meaningful role in supporting HarbourVest&rsquo;s Private Credit team with capital raising, portfolio management, and operational execution. This position provides extensive exposure to portfolio operations, data management, marketing and fundraising activities, fund modeling, and the overall investment process.
You will collaborate closely with internal teams, including Credit deal teams, Credit Distribution, Quantitative Investment Science (QIS), Technology, Solutions, and Accounting, and coordinate with external fund administrators.
Please note, this role does not involve direct evaluation or execution of credit investments.
What you will do:<ul><li>
Perform portfolio and strategy-level analyses to support management decisions, client requests, and internal reporting</li><li>
Ensure data integrity by monitoring position-level accuracy and completeness</li><li>
Prepare and maintain the Private Credit track record for fundraising and client updates</li><li>
Develop and monitor essential performance and portfolio metrics for HarbourVest&rsquo;s Private Credit portfolio</li><li>
Build and update fund cash flow models to support planning and forecasting</li><li>
Maintain internal processes, workflows, and databases for performance and investment metrics</li><li>
Support central initiatives, ad-hoc projects, and operational improvements within the Credit team</li><li>
Collaborate with IT and data management teams to improve data reporting tools and automation processes</li><li>
Oversee and coordinate multiple third-party administrator relationships with daily and monthly portfolio requirements</li><li>
Assist in the evaluation and integration of new software or systems</li></ul>
What you bring:<ul><li>
Strong collaboration skills with the ability to manage multiple priorities and competing requests</li><li>
Solid understanding of credit markets, terms, and common LP data requirements</li><li>
Excellent analytical and problem-solving capabilities with keen attention to detail</li><li>
Effective written and verbal communication skills</li><li>
Ability to work independently and manage tasks with minimal supervision</li><li>
Technical proficiency in Excel, Word, and PowerPoint; exposure to SQL, Python, Power BI, and Snowflake preferred</li><li>
Familiarity with Allvue Portfolio Management is a plus</li></ul>
Education Preferred<ul><li>
Bachelor of Arts (B.A) degree or equivalent experience</li><li>
Bachelor of Science (B.S) credential or equivalent experience</li><li>
CFA and/or CAIA designation is a plus</li></ul>
Experience<ul><li>
3+ years of relevant experience in private markets, portfolio operations and analytics</li></ul>
#LI-Hybrid
Salary Range
$79,000.00 - $111,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.</div>

Associate, Portfolio Operations, Credit

b1BANK

<div>Summary
This position will serve as a key support function for the production officers of the Commercial Banking area and the Chief Banking Officer, focusing on developing and maintaining commercial lending and depository relationships for the Bank. This position will aid in the management of the bank&rsquo;s global commercial portfolio by participating in projects as directed by the Chief Banking Officer. The individual filling this position should be highly entrepreneurial and motivated, as this position should prepare them for success as a Commercial Banking leader within our organization.
Specific Job Duties
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
Portfolio Manager Role:<ul><li>
Assist Bankers in preparation of any loan file comments, monitor loan covenants, monitor proper financial statement reporting, and monitor any collateral reporting as dictated by the policies of the organization.</li><li>
Prepare and/or analyze various periodic reports as requested by Senior Management, including the Market President and Chief Banking Officer (portfolio trends, b. exceptions to loan policy, risk ratings, loans sorted by various collateral codes, others as requested).</li><li>
Responsible for keeping current on all deposit and credit compliance and regulations; disseminating this information to the local and bank wide teams, and ensuring proper procedures are followed.</li><li>
Monitor loan repayment activity and take necessary action to collect past due accounts discussing with supervisor as required (Collections).</li><li>
Maintain a general understanding of products and services available within the Bank to refer customers to the proper department contact person.</li><li>
Provides support and sales reporting for the Bank&rsquo;s sales efforts which may include selling and promoting Bank&rsquo;s services, as opportunities arise.</li><li>
Ability to display strong credit underwriting skills, knowledge and proficiency in explaining, selling and administering products and the ability to use sales skills in negotiating financial terms.</li><li>
Performs duties quickly and accurately while maintaining customer satisfaction.</li><li>
Promotes our financial institution and its lending and depository services to the community and helps to identify and serve the community&rsquo;s financial needs by participating in community activities.</li><li>
Performs other duties, as assigned.</li></ul></li><li>
Credit/Lending Role:<ul><li>
(These duties will be primarily performed to assist Bankers in servicing the clients of Asst. Vice Presidents, Vice Presidents, and Presidents, as well as Commercial Banking and Private Banking Officers &ndash; This position also supports the Chief Banking Officer for the bank&rsquo;s global commercial portfolio)</li><li>
Analyze financial and credit information pertaining to prospective and existing customers, provide subjective and objective risk taking, analyze the credit history of applicants and determines their loan repayment capabilities, spread and analyze financial statements for existing and prospective clients.</li><li>
Makes recommendations for changes to loan structure or presentation, as needed.</li><li>
Completes Lenders&rsquo; portions of credit approval presentation and prepares a written analysis of the loan and borrower.</li><li>
Assist in general preparation for credit presentations to appropriate approval authority (matrix, credit committee, etc.).</li><li>
Recommends credit grades.</li><li>
Performs other duties, as assigned.</li></ul></li></ul>
Job Requirements<ul><li>
Bachelor&rsquo;s degree in Accounting, Finance or related field</li><li>
Five years&rsquo; experience in a financial institution or loan office setting.</li><li>
Strong credit skills including financial and analytical skills.</li><li>
Good organizational and interpersonal skills.</li><li>
Has ability to work in a team setting.</li><li>
Strong oral and written communication skills in order to effectively communicate with co-workers and customers about the financial institution&rsquo;s loan and deposit products, programs, and policies.</li><li>
Has ability to organize and prioritize time and activity under minimal supervision.</li><li>
Good knowledge of Microsoft Office Products including Word and Excel.</li></ul>
 Equal Opportunity Employer/Veterans/Disabled</div>

Senior Portfolio Manager

Booz Allen Hamilton

<div>Chief of Staff &amp; Portfolio Manager
The Opportunity:
We are seeking a highly skilled Chief of Staff &amp; Portfolio Manager with extensive experience supporting senior leadership within the Department of War (DoW), Joint Staff, or Service-level staff offices. In this role, you will utilize your experience managing teams and portfolios made up of many short and long-term projects, developing executive-level briefings and deliverables, and producing high-quality written products that effectively communicate complex information.
This is a pivotal role that supports critical defense operations and strategic decision-making at the highest levels.
What You&rsquo;ll Work On:
<ul><li>Partner with senior leadership to plan, coordinate, and execute strategic initiatives and mission priorities.</li><li>
Develop and deliver high-impact written products, information papers, and briefings tailored for executive audiences.</li><li>
Monitor progress and provide oversight on multi-phase projects, ensuring alignment with organizational goals and deadlines.</li><li>
Facilitate communication and collaboration across multiple teams and stakeholders.</li><li>
Maintain accountability for timely completion of assignments and provide regular status updates to leadership.</li></ul> 
Join us. The world can&rsquo;t wait.
You Have:<ul><li>
5+ years of experience working for the DoD, Joint Staff, or a Service-level staff office</li><li>
Experience developing deliverables such as executive-level briefings, information papers, and presentations</li><li>
Ability to evaluate and oversee project execution across near-term, mid-term, and long-term assignments</li><li>
Secret clearance</li><li>
Bachelor&rsquo;s degree</li></ul>
Nice If You Have:
<ul><li>Top Secret clearance</li><li>
Master&rsquo;s degree</li></ul>
Clearance: 
Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information; Secret clearance is required.
Compensation
At Booz Allen, we celebrate your contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care. Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in Booz Allen&rsquo;s benefit programs. Individuals that do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Resource page on our Careers site and reviewing Our Employee Benefits page.
Salary at Booz Allen is determined by various factors, including but not limited to location, the individual&rsquo;s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements. The projected compensation range for this position is $77,600.00 to $176,000.00 (annualized USD). The estimate displayed represents the typical salary range for this position and is just one component of Booz Allen&rsquo;s total compensation package for employees. This posting will close within 90 days from the Posting Date.
Identity Statement
As part of the hiring process, we will ask you to complete an identity verification process that leverages advanced biometrics and artificial intelligence to ensure authenticity and protect against identity fraud. You are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.
Candidate AI Usage Policy
AI is a part of our daily work at Booz Allen, and we are committed to the responsible and ethical use of AI tools. However, we want to ensure a fair candidate process based on your own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) or other tools to assist with responses during interviews (whether in-person or virtual) is prohibited unless permission is explicitly provided.
Work Model 
Our people-first culture prioritizes the benefits of collaboration, whether it occurs in person or virtually. To support engagement and effective communication, employees working virtually are generally expected to have their cameras on during meetings.<ul><li>
Remote: If this position is listed as remote, there may still be occasions when you are required to work in person at a Booz Allen or customer facility.</li><li>
Hybrid: If this position is listed as hybrid, you will be expected to work from a Booz Allen facility frequently, in alignment with leadership expectations and the needs of the role. You may also be required to work from or visit a customer facility.</li><li>
Onsite: If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role.</li></ul>
Commitment to Non-Discrimination
All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran or any other status protected by applicable federal, state, local, or international law.</div>

Chief of Staff & Portfolio Manager

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