assistant portfolio manager

Al-Futtaim

<div>
 <strong>
  Job Requisition ID:
 </strong>
 175658
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 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
 <br/>
 <br/>
 <strong>
  Overview of the role:
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 <strong>
  What you will do:
  <br/>
  <br/>
 </strong>
 <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.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Skills to be successful:
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 <strong>
  What equips you for the role:
  <br/>
  <br/>
 </strong>
 <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
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Al-Futtaim Group Real Estate
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 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

State Street

<div><div>Transition Portfolio Manager, Vice President</div><div></div><div>
Who we are looking for</div><div>
We are seeking candidates with 10+ years of experience to join our Transition Management (TM) team in Riyadh, Saudi Arabia. In this role, you&rsquo;ll work within State Street Investment Management&rsquo;s global TM business, delivering transition and interim exposure management solutions to institutional investors worldwide. You&rsquo;ll support and manage complex transitions across multiple asset classes, including equities, fixed income, FX, and exchange‑traded derivatives, serving clients domiciled in the Kingdom of Saudi Arabia while contributing to the firm&rsquo;s broader global transition management platform, including interim exposure management and reporting and analytics.</div><div></div><div>
This role can be performed in a hybrid model, requiring at least 4 days of work in the office.</div><div></div><div>
Why this role is important to us</div><div>
State Street Investment Management (SSIM) is a global asset manager partnering with some of the world&rsquo;s most sophisticated investors. Backed by State Street&rsquo;s scale and stability, SSIM offers employees the opportunity to work on complex, high‑impact investment solutions in a collaborative, forward‑looking environment&mdash;where expertise, partnership, and long‑term thinking truly matter</div><div>
This role will enable local delivery of our industry-leading TM service to clients domiciled in the KSA, and enhance our global coverage model by adding TM analysts in the Middle East. Expanding our global presence aligns with our continued commitment to providing the highest level of service to our clients.</div><div></div><div>
What you will be responsible for</div><div>
As a Transition Portfolio Manager, you will:</div><ul><li>
Utilize your in-depth understanding of the transition life cycle (pre-trade, implementation, and post-trade aspects) to lead portfolio restructures for KSA-domiciled clients including complex multi-manager, multi-asset class events.</li><li>
Support KSA-domiciled clients and our global transition desk with pre- and post-trade analysis and execution reporting; planning and project management including communication across parties (clients, custodians, record-keepers, investment managers and consultants); portfolio management and order generation; collaboration with trading desk on trade strategy and instructions; and monitoring of daily middle office support functions (trade communications, reconciliations, corporate actions).</li><li>
Cover trade reconciliation process between internal systems for accuracy and completeness as needed prior to sending to middle office and custodians to ensure timely settlement of trades.</li><li>
Represent transition and interim exposure management products as a subject matter expert on multi-asset agency trading, exposure management, and hedging strategies.</li><li>
Apply your expertise on benchmarking and measurement of transition and trade execution performance through Transaction Cost Analysis (TCA)</li><li>
Support sales and business development initiatives and contribute to thought leadership on transition, exposure management and trading topics</li><li>
Assess internal business operations (trading strategies, performance, technology, data management, marketing, research) and develop solutions to enhance product positioning</li><li>
Lead and contribute to strategic projects in partnership with other groups / businesses within State Street as well as external vendors</li><li>
Assist in evolving and industrializing our suite of trading, hedging and exposure analysis tools &ndash; including ongoing enhancement of pre- and post-trade analytics and interim exposure management platform &ndash; working with our Exposure Solutions team, reporting and analytics specialists, and external vendors</li></ul><div></div><div>
What we value</div><div>
The following skills will help you succeed in this role:</div><ul><li>
Portfolio management, trading and/or operational experience, preferably across multiple asset classes</li><li>
Familiarity with Charles River Development, Axioma, or other portfolio and order management systems / tools</li><li>
Client-facing experience leading complex transitions or portfolio implementations; strong verbal, written and interpersonal communication skills</li><li>
Technical proficiency, with experience using Bloomberg and other market-data sources for analytical purposes</li><li>
Self-starter with ability to work and problem solve independently under tight deadlines in a fast-paced environment, all while maintaining a critical focus on details</li><li>
Strong project management and organizational skills; pro-active in seeking out the next project to help the team</li></ul><div></div><div>
Education &amp; Preferred Qualifications</div><ul><li>
Bachelor&rsquo;s degree in engineering, mathematics, economics, finance or similar</li><li>
10+ years of experience in a portfolio management, trading, consulting, analytical or operational role</li><li>
MBA, graduate degree in a quantitative discipline, or CFA designation preferred</li></ul><div></div><div>
Additional requirements</div><ul><li>
CMA registration required</li><li>
Willingness to travel up to 10% of the time</li><li>
Experience with TCA, AI, programming languages, modeling in Excel / VBA and Python, data visualization software, and database infrastructures a plus</li></ul><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div></div>

Transition Portfolio Manager, Vice President

Morgan Stanley

<div><p>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.
</p><p></p><p>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.
</p><p></p><p>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.
</p><p></p><p><b>Responsibilities:
</b></p><p></p><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><p></p><p><b>Knowledge and Skills Required:
</b></p><p></p><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><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>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.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>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.
</p><p></p><p>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.
</p><p></p><p>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.
</p><p></p><p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p></div><p></p>

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

EdgeConneX

<div><div><p>Led by an experienced management team and supported by a strong investor group, including large and experienced institutions and strategic partners, EdgeConneX offers a dynamic, fast-paced work environment where we are bringing flexibility, proximity, power, and connectivity to some of the world's key businesses. With major offices in Herndon, Denver, and Amsterdam, we have a global footprint and a unified team of employees committed to providing a premier customer experience and delivering the full spectrum of data center solutions, from core to edge, like no other data center provider can do.</p>
<p>
Focused on driving innovation and helping our customers define and deliver their own unique vision for the Edge, at any scale, in any market worldwide, for any requirement, we are building tomorrow's data center infrastructure, today for some of the world's most demanding Network, Content, and Cloud customers.</p></div><p></p>
<p><b>
Program Coordinator / Portfolio Analyst</b></p>
<p><b>
Position Summary</b></p>
<p>
The Program Coordinator serves as the operational backbone of the CIO's Product and Program Management Office (PPMO). This role owns the mechanics of the IT governance process &mdash; intake management, tracker maintenance, report production, automation workflows, and data hygiene &mdash; so that the strategic PPMO staff (Program Managers, Product Managers, Technical Project Managers) can focus on facilitation, stakeholder management, and cross-team coordination.</p>
<p>
This is not a junior PM role. It is a specialized operational role requiring strong systems thinking, tool proficiency, and the discipline to maintain process integrity across multiple teams without overcomplicating it.</p>
<p><b>
This role can be based in the US (EST work hours) or in Amsterdam.</b></p>
<p><b>
Reports To</b></p>
<p>
PPMO Lead (Program Manager or Director, depending on org structure)</p>
<p><b>
Key Responsibilities</b></p>
<p><b>
Intake &amp; Triage Operations</b></p>
<ul>
<li>Own the intake queue: receive, log, and route all new work requests through the single intake channel (Coda/SharePoint)</li>
<li>Perform initial triage classification (work type, t-shirt size) for PPMO lead review</li>
<li>Manage the fast-track process: flag urgent submissions, route to CIO/VP for approval within 1 business day, update Priority Board with displacement logic</li>
<li>Send intake acknowledgments to requestors within 5 business days (1 business day for urgent)</li>
</ul>
<p><b>Portfolio Tracking &amp; Data Integrity</b></p>
<ul>
<li>Maintain the Priority Board and Initiative Cards as the single source of truth</li>
<li>Maintain the Leveraged Team Allocation Queue &mdash; update sequencing after each Monthly Leadership Review and fast-track approval</li>
<li>Monitor the Deferred Queue lifecycle: track 90-day expiration timelines, send automated warnings at 75 days, archive expired items, notify requestors</li>
<li>Ensure &quot;Depends On&quot; fields are current and flag dependency conflicts to the Program Manager</li>
<li>Chase status updates from delivery and leveraged team leads; escalate non-compliance to PPMO lead</li>
</ul>
<p><b>Reporting &amp; Communication</b></p>
<ul>
<li>Produce the draft Monthly IT Portfolio Status Report (1&ndash;2 pages) for PPMO lead review and finalization</li>
<li>Build and maintain dashboard views in Coda/SharePoint/Power BI for leadership consumption</li>
<li>Compile capacity utilization snapshots and BAU impact summaries from team-reported data</li>
<li>Distribute the finalized report 3 business days before the Monthly Leadership Review</li>
</ul>
<p><b>Automation &amp; Tooling</b></p>
<ul>
<li>Build and maintain automation workflows in Power Automate or Zapier (intake notifications, update reminders, deferred item alerts, fast-track threshold alerts, report generation)</li>
<li>Continuously identify opportunities to reduce manual PPMO overhead through tooling</li>
<li>Leverage AI tools (Claude, ChatGPT) for drafting status narrative summaries and report templates</li>
</ul>
<p><b>Governance Process Support</b></p>
<ul>
<li>Prepare materials for the Monthly Leadership Review and Quarterly Strategic Alignment</li>
<li>Document decisions, action items, and priority changes from governance meetings</li>
<li>Support the Month 1 calibration session and ongoing reporting altitude coaching for team leads</li>
</ul>
<p><b>Required Qualifications</b></p>
<ul>
<li>2&ndash;4 years of experience in project coordination, portfolio operations, PMO support, or business analysis</li>
<li>Proficiency with Microsoft Office 365 (SharePoint, Power BI, Power Automate, Teams, PowerPoint)</li>
<li>Experience with at least one workflow/project management tool (Coda, Smartsheet, Jira, Azure DevOps, Asana, or similar)</li>
<li>Strong data organization and visualization skills &mdash; can build clean dashboards, not just fill in spreadsheets</li>
<li>Demonstrated ability to manage multiple concurrent processes with attention to detail and deadlines</li>
<li>Excellent written communication &mdash; can distill complex status into clear, concise summaries</li>
</ul>
<p><b>Preferred Qualifications</b></p>
<ul>
<li>Experience in an IT or technology organization</li>
<li>Familiarity with agile/lean concepts (does not need to be a practitioner, but should understand sprint cycles, backlogs, and capacity planning)</li>
<li>Experience with automation tools (Zapier, Power Automate, UiPath)</li>
<li>Exposure to AI-assisted productivity tools (Claude, ChatGPT, Gemini)</li>
<li>PMI-CAPM, Lean Six Sigma Green Belt, or equivalent certification (not required but valued)</li>
</ul>
<p><b>Key Competencies</b></p>
<ul>
<li>Process discipline without rigidity &mdash; maintains the system without becoming a bureaucratic gatekeeper</li>
<li>Comfortable with ambiguity &mdash; the governance framework is new; this role helps shape it through practice</li>
<li>Proactive communication &mdash; doesn't wait for problems to surface; flags them early</li>
<li>Tool-savvy &mdash; learns new platforms quickly and automates repetitive work by instinct</li>
<li>Low ego, high reliability &mdash; this role succeeds by making everyone else's work easier, not by owning outcomes directly</li>
</ul>
<p><b>What This Role Is NOT</b></p>
<ul>
<li>This is not a Project Manager role. The Program Coordinator does not own initiative delivery, make prioritization decisions, or manage stakeholders directly.</li>
<li>This is not an admin/EA role. The person in this role needs analytical skills, systems thinking, and the ability to build and maintain tooling &mdash; not just scheduling and note-taking.</li>
</ul>
<p></p><div><p>EdgeConneX believes inclusion &ndash; of thought, backgrounds and experiences &ndash; affects all that we do, from our employees to the solutions we deliver. Our goal is to create an environment where embracing differences helps deepen the lives and work experience of our employees, enhances our innovation and creativity, and enriches our involvement in our communities. EdgeConneX is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin or ancestry, physical or mental disability, as well as any other category protected by applicable federal, state, or local laws.</p>
<p>
EdgeConneX offers a competitive benefits package.</p>
<p>
For more information on how we process your data, visit our Data Privacy Policy here.</p></div></div>

Program Coordinator / Portfolio Analyst

Keller Augusta

<div>
 <p>
  <strong>
   <u>
    Firm Overview:
   </u>
  </strong>
 </p>
 <p>
  Our client is a vertically integrated real estate investment, development, and management firm with a 50-year track record of investing across market cycles on behalf of private and institutional investors. Headquartered in Boston with an office in New York, The Firm operates a fully integrated platform of approximately 120 professionals spanning investments, development, asset management, property management, and corporate operations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Since inception, the firm has invested approximately $12.8 billion of gross asset value and raised $2.9 billion of equity across five value-add funds, executing complex transactions across equity, structured capital, and credit strategies. Over the course of its history, the firm has owned, operated, and developed more than 37 million square feet of commercial space and nearly 14,000 residential units.
 </p>
 <p>
  The Firm&rsquo;s investment platform is organized around property-type focused verticals, including Industrial, Multifamily, and Science &amp; Technology, and is anchored by a thematic, value-oriented investment approach emphasizing complex business plans, capital structure creativity, and hands-on execution. A unique combination of capital markets expertise, development capabilities, and in-house asset and property management enable the firm to identify and capitalize on opportunities created by market dislocation, distressed capital structures, and evolving tenant and user demand.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Position Overview:
   </u>
  </strong>
 </p>
 <p>
  The
  <strong>
   <em>
    Portfolio Management Associate
   </em>
  </strong>
  will serve as the day-to-day lead for maintaining and developing portfolio reporting tools including standardized templates for financial models and valuations, asset performance tracking, market data collection, and project management across sales, leasing, and related workflows. This role will report to the
  <em>
   SVP of Portfolio Management &amp; Head of Investor Relations
  </em>
  . The Portfolio Management Associate will ensure the technical accuracy and consistency of portfolio models, templates, and dashboards, and will drive the timely production of recurring portfolio analytics and interdepartmental reports that inform strategy and valuations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Role &amp; Responsibilities:
   </u>
  </strong>
 </p>
 <p>
  The Portfolio Management Associate will lead the maintenance of day-to-day tracking tools for asset performance (e.g., Pereview), market data, and collective activity trackers for project management workflows (e.g., Altrio), ensuring reporting tools remain accurate, current, and aligned with portfolio governance needs.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Standardization of Work Product and Templates:
  </strong>
 </p>
 <ul>
  <li>
   The role will assist in establishing and building standard templates and work product standards, including valuation models (DCFs), return projections, and net effective rent (NER) conventions.
  </li>
  <li>
   Will support the continual refinement of reporting standards for accounting and development to improve tracking of historical performance against projections.
  </li>
  <li>
   Will support the continual improvement and support of portfolio analytics tracking through existing tools, AI or additional software solutions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Interdepartmental Reporting Cadence:
  </strong>
 </p>
 <ul>
  <li>
   The Portfolio Management Associate will lead the maintenance and production of interdepartmental recurring reports and trackers, including the Disposition Pipeline, BOV/Appraisal Tracking, commercial/multifamily/storage Leasing Tracking, and Debt SWAT Analysis, quarterly investor workbooks, and supporting recurring meetings and timely information flow.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Portfolio Analytics and Performance Reporting:
  </strong>
 </p>
 <ul>
  <li>
   The role will produce portfolio analytics in partnership with portfolio management leadership and finance including Portfolio Returns Reports by asset class vertical and by fund on a quarterly basis, Portfolio Performance Metric tracking and fund roll-up reports, and the fair market values (FMV) / net asset values (NAV) schedule with cap and discount rate tracking.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Model and Projection Quality Control:
  </strong>
 </p>
 <ul>
  <li>
   The Portfolio Management Associate will assist with technical accuracy checks of portfolio models and projections and help maintain governance standards for Investment Committee approval, ensuring assumptions are accurate and consistent with business plans and timelines.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Collaboration:
  </strong>
 </p>
 <ul>
  <li>
   The Portfolio Management Associate will coordinate with portfolio management, asset management, accounting, development, finance, and investor relations to ensure that data, assumptions, and reports are consistent, timely, and decision-useful for both internal reviews and external investor communications.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Skills &amp; Qualifications:
   </u>
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s Degree and a minimum of 2+ years of real estate experience, with a preference for experience within the various asset classes.
  </li>
  <li>
   Exceptional written and oral communication skills, with acute attention to detail.
  </li>
  <li>
   Project management skills and the ability to multitask and prioritize workload efficiently and effectively with little direction.
  </li>
  <li>
   Must have proficient working experience with Ai.
  </li>
  <li>
   Experience with Pereview and/or Altrio are a plus.
  </li>
 </ul>
</div>


Portfolio Management Associate

EJF Real Estate Services

<p><b>Who We Are</b></p><p>Tracing our history back to 1920, EJF Real Estate Services has been a family-owned and family-operated business for over 30 years, specializing in community association management and real estate sales across the Washington, DC metropolitan area. Today, we are the largest DC-based property management firm, proudly serving hundreds of clients throughout the DMV. Our extensive market knowledge, hands-on industry experience, and best-in-class customer service help communities thrive. Want to join us?</p><p><b>What You Do</b></p><p>As a Finance Manager, you&rsquo;ll oversee the financial reporting and analysis for a portfolio of community associations. This is a client-facing, oversight role &mdash; not transactional bookkeeping. You&rsquo;ll ensure accurate monthly financials, guide Boards of Directors in understanding their financial position, and partner with internal teams to resolve issues. This position is ideal for an experienced accounting professional who thrives in a dynamic, client-service environment.</p><p><b>Requirements</b></p><ul><li>Ensure monthly financial reports accurately reflect the association&rsquo;s financial position.</li><li>Review general ledgers, statements of revenue/expenses, and balance sheets to resolve issues and correct errors.</li><li>Serve as the primary financial resource for both internal team members and external clients (board members and association representatives).</li><li>Oversee and ensure completion of administrative tasks, including tax payments, end-of-year tax returns, and government filings.</li><li>Support external audits for associations within the portfolio.</li><li>Review and monitor banking and investment activity.</li><li>Analyze and review loans, special assessments, and other financial obligations as required.</li><li>Provide long-term financial planning guidance for capital projects.</li><li>Attend weekly team meetings, set goals, and complete assigned tasks on time.</li><li>Perform additional duties as assigned.</li></ul><p><b>Qualifications</b></p><ul><li>Bachelor&rsquo;s degree in Accounting, Finance, or related field (or equivalent experience).</li><li>Property management accounting experience required (HOA/condo strongly preferred</li><li>5+ years of accounting, financial experience in property management.</li><li>Experience working with Vantaca property management software is preferred.</li><li>Strong knowledge of GAAP and financial reporting.</li><li>Excellent analytical, problem-solving, and organizational skills.</li><li>Strong interpersonal and communication skills with the ability to present financial information clearly to non-financial stakeholders.</li><li>Must be able to analyze data issues and execute on solutions.</li><li>Proficiency in accounting software and Microsoft Excel.</li></ul><p><b>What We Offer</b></p><ul><li>Comprehensive medical, dental, and vision insurance</li><li>Employer-paid life and disability insurance</li><li>401(k) with 4% company match and immediate vesting</li><li>Flexible PTO + 13 paid holidays</li><li>Annual professional development stipend</li><li>And much more!</li></ul><p>EJF Real Estate Services is an equal opportunity employer. We are committed to providing reasonable accommodations for qualified individuals with disabilities.</p><p>Pay: $70,000.00 - $80,000.00 per year</p><p>Benefits:</p><ul><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Employee assistance program</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Vision insurance</li></ul><p>Work Location: Remote</p>

HOA Portfolio Finance Manager

GeneDx

<div><p>GeneDx (Nasdaq: WGS) delivers personalized and actionable health insights to inform diagnosis, direct treatment, and improve drug discovery. The company is uniquely positioned to accelerate the use of genomic and large-scale clinical information to enable precision medicine as the standard of care. GeneDx is at the forefront of transforming healthcare through its industry-leading exome and genome testing and interpretation services, fueled by the world's largest, rare disease data sets. For more information, please visit www.genedx.com.</p>
<p><b>
 </b><b>Summary
</b></p><p>GeneDx is a patient-centered technology company seeking an IT Associate Portfolio Manager who will play a crucial role in shaping our IT portfolio and driving successful outcomes for all GeneDx. As an IT Associate Project Manager, you will support the execution of Tier 1 and Tier 2 projects across all IT Domains. Working closely with IT Portfolio and IT engineering and several cross-functional teams, you will help identify customer needs, define requirements, and drive the successful delivery of IT solutions that enhance business operations.</p><br>
<p><b>
Job Responsibilities</b></p>
<ul>
<li>Assist in planning and scoping IT Tier1 and 2 projects, including defining objectives, deliverables, timelines, and resource needs.</li>
<li>Coordinate daily project activities, track tasks, manage schedules, and maintain project documentation.</li>
<li>Facilitate stand-ups, status meetings, and stakeholder updates; prepare meeting notes and action items.</li>
<li>Monitor project risks, issues, and dependencies; escalate and drive mitigation plans.</li>
<li>Support requirements gathering, change requests, and impact assessments in collaboration with business analysts and technical leads.</li>
<li>Maintain project plans, RAID logs (Risks, Assumptions, Issues, Dependencies), and dashboards; report progress and KPIs.</li>
<li>Partner with IT engineering domains to ensure technical implementation aligns with the product vision, architecture guidelines, security standards, and user needs.</li>
<li>Help manage vendor coordination, SOWs, and procurement activities as needed.</li>
<li>Assist with test planning, UAT coordination, and release readiness.</li>
<li>Contribute to the continuous improvement of project management processes, templates, and best practices.</li>
<li>Run CAB (Change Advisory Board) meetings, coordinate stakeholder reviews and approvals.</li>
<li>Other duties as assigned.
 </li></ul><p><b>People Manager</b></p>
<ul>
<li>No</li>
</ul>
<p><b> </b><b>Education, Experience, and Skills</b></p>
<ul>
<li>1-3 years of experience, ideally within IT service management (ITSM) in a SaaS environment, with the ability to translate technical requirements into actionable product features.</li>
<li>1-3 years of experience in IT project coordination, portfolio support, or a similar role.</li>
<li>Self-starter with exceptional organizational skills, capable of effectively managing and prioritizing multiple projects.</li>
<li>Collaborative team player with a customer-focused mindset and strong technical troubleshooting abilities.</li>
<li>Skilled at guiding users and stakeholders to make informed decisions that align with project goals.</li>
<li>Experience in creating project documentation and training users on new product implementations.</li>
<li>Strong communicator with the ability to convey technical issues and solutions clearly across various organizational levels.</li>
<li>Familiarity with HIPAA, CLIA, and SOX compliance standards.</li>
<li>Analytical mindset with attention to detail; comfortable with metrics and reporting.</li></ul><br>
<p></p>
<p><b>
Certificates, Licenses, Registrations</b></p>
<ul>
<li>Certified Scrum Master (CSM) preferred but not required</li><br>
</ul>
<p><b>Work Environment</b></p>
<p><b>
 </b>This is a fully remote position with some travel to the Gaithersburg lab as needed. The employee will work from a home office or other suitable remote location with reliable high-speed internet access. Work is performed in a climate-controlled environment using standard office equipment, including a computer, phone, and video conferencing tools. Your standard work schedule and hours will be established in collaboration with your leader and may be adjusted to align with evolving business needs.</p>
<p><b>
Physical Demands</b></p>
<p>
This is a sedentary role requiring prolonged periods of sitting while working at a computer. Physical demands include:</p>
<ul>
<li>Sitting for extended periods (up to 8 hours per day)</li>
<li>Repetitive use of hands and fingers for typing and mouse operation</li>
<li>Visual acuity for reading computer screens and documents</li>
<li>Ability to communicate effectively via phone and video calls</li>
<li>Occasional lifting of up to 10 pounds (office supplies, equipment)</li>
</ul>
<p>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.</p>
<p><b>
Acknowledgements</b></p>
<p>
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other related duties, as assigned by their supervisor.<br>
</p><p></p><p>#LI-REMOTE</p><div><p>
~</p>
<p><b>
Science - Minded, Patient - Focused.</b></p>
<p>
At GeneDx, we create, follow, and are informed by cutting-edge science. With over 20 years of expertise in diagnosing rare disorders and diseases, and pioneering work in the identification of new disease-causing genes, our commitment to genetic disease detection, discovery, and diagnosis is based on sound science and is focused on enhancing patient care.</p>
<p><b>
Experts in what matters most.</b></p>
<p>
With hundreds of genetic counselors, MD/PhD scientists, and clinical and molecular genomics specialists on staff, we are the industry's genetic testing experts and proud of it. We share the same goal as healthcare providers, patients, and families: to provide clear, accurate, and meaningful answers we all can trust.</p>
<p><b>
SEQUENCING HAS THE POWER TO SOLVE DIAGNOSTIC CHALLENGES.
</b></p><p>From sequencing to reporting and beyond, our technical and clinical experts are providing guidance every step of the way:</p>
<p><b>
TECHNICAL EXPERTISE</b></p>
<ul>
<li><i>High-quality testing</i>: Our laboratory is CLIA certified and CAP accredited and most of our tests are also New York State approved.</li>
<li><i>Advanced detection</i>: By interrogating genes for complex variants, we can identify the underlying causes of conditions that may otherwise be missed.</li>
</ul>
<p><b>CLINICAL EXPERTISE</b></p>
<ul>
<li><i>Thorough analysis</i>: We classify variants according to our custom adaptation of the most recent guidelines. We then leverage our rich internal database for additional interpretation evidence.</li>
<li><i>Customized care</i>: Our experts review all test results and write reports in a clear, concise, and personalized way. We also include information for research studies in specific clinical situations.</li>
<li><i>Impactful discovery</i>: Our researchers continue working to find answers even after testing is complete. Through both internal research efforts and global collaborations, we have identified and published hundreds of new disease-gene relationships and developed novel tools for genomic data analysis. These efforts ultimately deliver more diagnostic findings to individuals.</li>
</ul>
<p>Learn more About Us here.</p>
<p><b>
Our Culture</b></p>
<p>
At GeneDx, we are dedicated to cultivating an environment where creativity and innovation thrive. We believe in the power of community and collaboration, where diverse perspectives are embraced, and every voice contributes to our shared success. Our team is a vibrant mix of professionals who challenge and support each other in equal measure, fostering growth both personally and professionally. When you join us, you're not just taking on a job&mdash;you're joining a movement. A movement that champions curiosity, embraces change, and believes in making an impact, one patient at a time. Cultural principles we live by:</p>
<ul>
<li>Be bold in our vision &amp; brave in our execution.</li>
<li>Communicate directly, with empathy.</li>
<li>Do what we say we're going to do.</li>
<li>Be adaptable to change.</li>
<li>Operate with a bias for action.</li>
</ul>
<p><b>Benefits include:</b></p>
<ul>
<li>Paid Time Off (PTO)</li>
<li>Health, Dental, Vision and Life insurance</li>
<li>401k Retirement Savings Plan</li>
<li>Employee Discounts</li>
<li>Voluntary benefits</li>
</ul>
<p><b>GeneDx is an Equal Opportunity Employer.</b><br>
<br>
All privacy policy information can be found here.</p></div></div>

Associate IT Portfolio Manager

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