lead portfolio manager

CBRE

About the Role: 
The Portfolio Director / MENAT Account Lead is asenior leadership position based in Dubai, responsible for the success of CBRE’spartnership with a global financial services client across the Middle East,North Africa, and Türkiye (MENAT) region. The role covers the client’s leaseholdand freehold portfolio spanning 9 markets: Algeria, Bahrain, Egypt, Kuwait,Oman, Qatar, Saudi Arabia, Türkiye, and UAE.
 This is a dual-mandate role. You will serve as the singlepoint of contact for the client’s regional senior stakeholders within the clientcorporate real estate function, and you will simultaneously lead a team of 5Portfolio Managers (based in Dubai and Cairo) delivering end-to-end portfoliomanagement services. You are accountable for all CBRE activities and outcomesin the region — from transaction execution to governance, compliance, andstrategic alignment.
 This is a Player/Mentor role — you will behands-on in driving complex transactions while coaching and developing yourteam to deliver at the highest standard. The ideal candidate combines deeptransactional expertise with the leadership maturity to elevate those aroundthem.
 You will report directly to the Regional AccountLead for ASP & MENAT (Hong Kong) and indirectly to the Global Account Lead(London).
 
What You’ll Do: 
Account Leadership & ClientPartnership Act as the primary regional relationship owner with the client’s senior stakeholders, serving as a second-level escalation point after Portfolio Managers. Understand the client’s business drivers and translate them into real estate strategies and solutions. Lead annual account reviews and present performance insights, strategic recommendations to the client. Ensure full compliance with the Global MSA and all contractual reporting requirements. Own regional governance, performance tracking, stakeholder engagement, and strategic alignment with the global account team.
 Portfolio Strategy &Transaction Management Develop and implement portfolio strategies aligned with the client’s goals, including portfolio optimisation, cost reduction, and risk mitigation. Prepare, recommend, and execute portfolio-wide transaction strategies — acquisitions, disposals, lease renewals, and lease amendments. Ensure disciplined transaction lifecycle management: project initiation, scope definition, prioritisation, and adherence to client-driven milestones. Manage critical dates and ensure all lease obligations are met across the MENAT portfolio. Where required, engage and oversee third-party brokers in accordance with Global MSA terms and conditions.
 Financial Management &Reporting Oversee account financials including budgeting, forecasting, and P&L management for the MENAT region. Manage the OPEX budget related to the client’s portfolio (rents, government rates, service charges, etc.). Review, analyse, and interpret financial templates to enable informed client decision-making. Deliver regular reporting and data-driven insights to support the client’s strategic priorities.
 Team Leadership &Development Lead, mentor, and manage the performance of a team of 5 Portfolio Managers. Provide guidance and coaching to develop team capability and ensure consistent delivery standards. Design and implement training programmes and continuous improvement initiatives across the account team.
 Operational Excellence &Innovation Drive innovation and continuous improvement across all service lines in the region. Manage, review, and abstract contractual terms from property documentation; ensure all property records and tracking tools are accurate and current. Optimise operational processes for maximum efficiency within the account portfolio. Ensure integration and interlock between service lines — Portfolio Management, Project Management, Facility Management, Data Management, and Finance/Accounting — for aligned delivery.
 
What You’ll Need: 
Minimum 10 years of experience in commercial real estate, with a strong transactional and estates management background — you should be equally comfortable negotiating a complex lease restructuring as you are setting regional strategy.
 Demonstrated experience managing P&L, budgets, and financial reporting at a regional level.
 Proven track record in stakeholder management at senior/executive level.
 Excellent communication and presentation skills (written and verbal in English).
 Strong analytical capability — ability to interpret data and deliver concise, actionable insights.
 Highly organised, detail-oriented, and process-driven.
 
What Will Set You Apart: 
Experience leading and developing diverse, multi-cultural teams across multiple geographies, including team members with varied professional backgrounds, nationalities, and working languages.
 Strong commercial acumen and deep knowledge of MENAT real estate markets.
 Experience working on large-scale, multi-market outsourced real estate accounts (banking/financial services sector preferred).
 Familiarity with global MSA/framework agreement structures and KPI-driven service delivery.
 Arabic language skills are an advantage.
 
WHAT WE OFFER: 
A senior leadership role within one of CBRE's most established and sophisticated global client accounts.
 The opportunity to shape real estate strategy for a major international bank across 10 MENAT markets.
 A platform for career growth within CBRE's global corporate occupier business.
 Specialist training and professional development to support your progression.
 Why CBRE
 When you join CBRE, you become part of the global leader incommercial real estate services and investment that helps businesses and peoplethrive. We are dynamic problem solvers and forward-thinking professionals whocreate significant impact. Our collaborative culture is built on our sharedvalues — respect, integrity, service and excellence — and we value the diverseperspectives, backgrounds and skillsets of our people. At CBRE, you have theopportunity to chart your own course and realize your potential. We welcome allapplicants.
 
Applicant AI Use Disclosure
 We value human interaction to understand each candidate'sunique experience, skills and aspirations. We do not use artificialintelligence (AI) tools to make hiring decisions, and we ask that candidatesdisclose any use of AI in the application and interview process.
 OUR VALUES IN HIRING At CBRE, we are committed to fostering a culturewhere everyone feels they belong. We value diverse perspectives andexperiences, and we welcome all applications.

Portfolio Director - MENAT Account Lead (Financial Services Client)

Banner Life Family of Companies

<div>Company Description 
L&amp;G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&amp;G&rsquo;s own balance sheet.
Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&amp;G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term.
We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change. 
Job Description 
The Director, Portfolio Management will focus on investment strategy and portfolio performance for the US Real Estate Equity platform across sectors and clients in addition to having direct asset management and acquisitions responsibilities for specified assets. They will work with both internal and external clients in marketing strategy and product, initial due diligence, onboarding, and client support.
The role will support the build-out of the US Real Estate Equity team in execution of the strategic growth plan. Reporting to the Head of Investments and Portfolio Management, the Director, Portfolio Management will support the implementation and execute the growth plan and work alongside various functions including the Acquisition Team, Asset Managers, Operations, Legal, Property Risk, Accounting, Client Portfolio Management, Distribution, and the LGIM RA team in the UK. Highly visible role with both internal and external clients. Additional responsibilities across acquisitions and asset management focusing on portfolio construction, asset allocation, and portfolio performance.<ul><li>
Support Head of Portfolio Management in development investment programs, guidelines and monitoring procedures to oversee the existing portfolio, performance and identify new investment opportunities; conduct and research on market trends to inform investment recommendations in line with the UK business but with focus on addressing governance needs in the US</li><li>
Manage multiple stakeholders to implement investment programs and establish timelines for delivery</li><li>
Alongside US Head of Real Estate Equity and Head of Investments and Portfolio Management, develop, maintain, and manage affiliate and JV partner teams</li><li>
Workstream lead and client relationship for internal annuity client, UK and US, strategy approvals (including structuring, credit, tax, legal, operations, reporting)</li><li>
Prepare and respond to external client request for materials during fund marketing, due diligence, RFP, investment period, and throughout fund period</li><li>
Manage and deliver presentation and materials for board meetings, investment committees, risk committees, management/group investment committees, external clients</li><li>
Working alongside Acquisitions team, identify potential allocation of opportunities at pre-screening and support on development and realization of new real estate investment opportunities (including throughout underwriting and due diligence phase)</li><li>
Working alongside Asset Management team, closely monitor asset level performance and drive portfolio level performance</li><li>
Responsibility for portfolio cash management and maintaining cash on cash yield / performance</li><li>
Responsibility for producing hold / sell analysis and producing recommendation materials to required committees and, where needed, to investors entities</li><li>
Work with Client Portfolio Manager, Head of Research, and marketing to produce presentations, market updates</li><li>
Undertake portions of operating model development with US and UK teams to incorporate portfolio management requirements (performance, benchmarking, reporting)</li><li>
As AuM grows, build out the Portfolio Management team</li></ul> 

Qualifications 
The candidate must have a strong work ethic, organizational skills and the ability to manage several assignments at one time while interfacing with various groups within the overall the LGIM America platform. Ideal candidates will have the following skills and qualifications:<ul><li>
Undergraduate degree required; advanced degree preferred</li><li>
7+ years of hands-on practical experience in industry</li><li>
Strong knowledge and understanding of the commercial real estate market. annuity transactions and real estate debt market</li><li>
Excellent quantitative skills (e.g. cashflow modelling using excel and/or bespoke programs; deep numerical aptitude; strong financial modelling ability and problem-solving skills including ability to identify logical solutions</li><li>
Straight forward communication of investment opportunities to clients and feedback from clients to the investment team</li><li>
Ability to understand and articulate complex portfolio management concepts effectively</li><li>
Strong written and verbal communication; familiarity with report writing for a variety of audiences; ability to present confidently to senior stakeholders/ executive teams.</li><li>
Ability to foster effective relationships between colleagues from different backgrounds (development/ investment/ financial / structuring) to bring skill sets together.</li><li>
Organized and able to prioritize, with the ability to manage multiple projects simultaneously under time pressure and with accuracy</li><li>
Team player, ability to work independently and proactively to take ownership of tasks, as well as part of a team.</li></ul> 

Additional Information 
Salary Range
$160,000 - $200,000
The starting salary offer will vary based on multiple factors, including but not limited to the applicant&rsquo;s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company&rsquo;s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.<div></div>
EOE Statement
As an EOE employer, L&amp;G Asset Management, America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing non-discrimination in employment. (2025)</div>

Associate Director of Portfolio Management, US Real Estate Equity, L&G, Asset Management - America

Wealth Enhancement Group

<div>About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We're seeking a highly experienced and strategic investment professional to join our team as the Director of Portfolio Construction &amp; Risk Management. In this role, you will be responsible for enhancing and institutionalizing the firm&rsquo;s portfolio construction framework, risk management architecture, and investment analytics capabilities across Wealth Enhancement Advisory Services (WEAS).
This leadership role partners closely with the Office of the CIO to drive asset allocation implementation, model portfolio oversight, and macro-informed positioning. The Director will focus on strengthening systematic portfolio construction processes, risk budgeting methodologies, tactical allocations, scenario analysis, and performance attribution frameworks to ensure scalable, disciplined investment outcomes across the platform.
This position requires strong multi-asset investment acumen, quantitative proficiency, and the ability to translate complex analytics into practical tools that support advisors, portfolio managers, and senior leadership.
Goals &amp; Objectives
The Director of Portfolio Construction &amp; Risk Management will serve as the lead architect of portfolio analytics and risk infrastructure supporting the firm&rsquo;s model portfolios and discretionary strategies.
This includes:<ul><li>
Enhancing portfolio construction methodology and optimization frameworks</li><li>
Formalizing risk budgeting and scenario analysis processes</li><li>
Developing and maintaining capital market assumptions</li><li>
Supporting macro-informed asset allocation analysis</li><li>
Strengthening performance attribution and risk decomposition reporting</li><li>
Improve framework for tactical asset allocation strategies</li></ul>
The Director will work closely with Portfolio Management, Investment Manager Research, Equity and Fixed Income leadership to ensure alignment across sleeves and asset classes within the WEAS model framework. The Director will be an integral member of the Asset Allocation Committee, Investment Committee, and relevant sub-committees (Equity, Fixed Income, Macro).
This is a fully remote position. In the spirit of pay transparency, we are excited to share the pay range for this position is $225,000.00 to $235,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus and participation in the company equity program. We encourage you to apply and provide us with your compensation expectations when you do. We&rsquo;re big on open conversations, so, let&rsquo;s have one.
Primary Job Functions
Portfolio Construction &amp; Risk Architecture<ul><li>
Enhance and formalize portfolio construction frameworks across model portfolios</li><li>
Develop and maintain optimization methodologies that incorporate risk, return, liquidity, and tax considerations</li><li>
Implement systematic risk budgeting and volatility management processes</li><li>
Design and maintain stress testing and scenario analysis frameworks across asset classes</li><li>
Support macro-informed positioning analysis in partnership with Portfolio Management</li><li>
Monitor portfolio exposures including factor risk, duration, credit, and correlation structure</li></ul>
Risk Monitoring &amp; Reporting<ul><li>
Oversee development of standardized risk dashboards for internal stakeholders</li><li>
Develop reporting frameworks for drawdown analysis, scenario testing, and attribution</li><li>
Ensure portfolio risks remain aligned with stated objectives and investment policy guidelines</li><li>
Provide actionable risk insights to senior leadership and the Investment Committee</li></ul>
Capital Markets &amp; Asset Allocation Support<ul><li>
Maintain and refresh capital market assumptions used in strategic allocation decisions</li><li>
Support strategic and tactical asset allocation modeling</li><li>
Assist in evaluating new asset classes and alternative investment structures from a portfolio construction perspective</li><li>
Partner with Equity, Fixed Income, and Manager Research teams to ensure cohesive model sleeve integration</li></ul>
Investment Analytics &amp; Infrastructure<ul><li>
Evaluate and enhance portfolio analytics systems (FactSet, Bloomberg, optimization tools, etc.)</li><li>
Improve data governance and automation related to portfolio analysis and reporting</li><li>
Support advisor-facing portfolio analytics and diagnostic tools</li><li>
Identify process efficiencies to reduce manual portfolio oversight workflows</li></ul>
Special Projects<ul><li>
Lead portfolio-related special initiatives driven by market developments, platform growth, or strategic expansion</li><li>
Support model evolution and new solution development initiatives</li><li>
Contribute to white papers, investment commentary, and advisor education materials as needed</li></ul>
Leadership &amp; Collaboration<ul><li>
Collaborate closely with the Head of Portfolio Management to support implementation excellence</li><li>
Partner with Director of Investment Manager Research, Director of Fixed Income, and Director of Equities to ensure cross-asset consistency</li><li>
Develop and mentor junior team members within portfolio analytics and risk functions</li><li>
Establish documentation standards and quality control processes</li></ul>
Education/Qualifications<ul><li>
PhD preferred, Masters Degree in Quantitative Finance, Mathematics, Statistics, or related field required</li><li>
10+ years of experience (5+ with PhD) in multi-asset portfolio construction, asset allocation, or risk management</li><li>
Strong quantitative and analytical skill set</li><li>
Experience with portfolio optimization, risk systems, and multi-asset modeling</li><li>
Proficiency in Excel; familiarity with FactSet, Bloomberg, and portfolio analytics tools required</li><li>
Programming experience (Python, R, MATLAB, SQL) preferred</li><li>
Strong understanding of traditional and alternative asset classes</li><li>
Excellent written and verbal communication skills</li><li>
High ethical standards and professional integrity</li><li>
Ability to work collaboratively across investment teams</li></ul>
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the director level is $164,300.00 to $246,500.00. However, the base salary range bolded above ($225,000.00 to $235,000.00) is what we expect to pay as a starting range for this position.
#LI-REMOTE
#LI-AP1
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits &amp; development opportunities:<ul><li>
Training and professional development</li><li>
Medical, dental and vision coverage (Available to full-time employees and their families)</li><li>
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses</li><li>
Life and AD&amp;D insurance &ndash; employer paid and voluntary options</li><li>
Short-term and long-term disability, workers compensation &ndash; employer paid</li><li>
401k with match and profit sharing</li><li>
Wellness programs and resources</li><li>
Voluntary benefits, including pet insurance</li><li>
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)</li><li>
12 paid holidays each year (10 pre-determined and 2 floating days)</li><li>
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)</li><li>
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)</li></ul>
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 
Information provided on this application will be kept confidential and only be shared with those involved in the selection process. 
 
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.</div>

Director of Portfolio Construction and Risk Management

Allied Universal

<div>National Security Portfolio Manager- Healthcare<h2 class="jobSectionHeader">
Overview</h2>
Company Overview:
Allied Universal&reg;, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.<h2 class="jobSectionHeader">
Job Description</h2>
Allied Universal&reg; is hiring a Enterprise Account Portfolio Manager to support a large healthcare client in the southeast region. The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. 
RESPONSIBILITIES:
<ul><li>Relationship Management and Client Intimacy:</li>
<li>Develop and nurture relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings.
</li><li>Ability to travel domestic and international, ranging from 35% to 75% of the time based on client and company needs</li>
<li>Prepare PowerPoint presentations and facilitate client quarterly and annual business reviews</li>
<li>Time and Operational Oversight:</li>
<li>Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity</li>
<li>Identify and mitigate security risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance</li>
<li>Financial Performance and Growth:</li>
<li>Manage the P&amp;L and drive financial performance through budget allocation, revenue growth, profitability, cash collections and expense management; develop strategies to achieve all financial targets</li>
<li>Collaborate with the sales, marketing, and field leadership to lead a contract renewal or rebid process</li></ul>
QUALIFICATIONS (MUST HAVE):
<ul><li>Must possess one or more of the following:</li><li><ul><li>
Bachelor's degree in Criminal Justice, Business or a related field with a least three (3) years of management experience in a high -workforce environment or service industry</li>
<li>Associate's degree in Criminal Justice, Business or a related field with five (5) years of management experience in a high-volume workforce environment or service industry</li>
<li>High school diploma or equivalent with a minimum of seven (7) years of management experience in a high-volume workforce environment or service industry</li></ul></li><li>
Minimum of two (2) years of account management experience driving customer solutions</li>
<li>Minimum of two (2) years of experience driving operational and financial metrics while demonstrating strong financial acumen</li>
<li>Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to collaborate across multiple branches and support departments to creatively support client's satisfaction</li>
<li>Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
</li><li>Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events</li>
<li>Ability to travel 35% to 75% of the time based on client and company's needs</li></ul>
PREFERRED QUALIFICATIONS (NICE TO HAVE):
<ul><li>Military veteran, law enforcement, or contract or proprietary security services experience</li></ul>
COMPENSATION &amp; BENEFITS:
<ul><li>Pay Rate: $75,000 to $91,000 per year</li>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Eligibility for our retirement plans</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li></ul>
#LI-26
<h2 class="jobSectionHeader">Closing</h2>
Allied Universal&reg; is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com
If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.<h2 class="jobSectionHeader">
Requisition ID</h2> 
2026-1571240</div>

National Security Portfolio Manager- Healthcare

University of Nebraska

<div><div>The Senior Manager for Portfolio Execution is responsible for providing high-level executive support to the Executive Director and Deputy Executive Director while ensuring effective project management, reporting, and alignment with organizational priorities. The role develops dashboards, monitors key performance metrics, and supports leadership in tracking initiatives, deliverables, and resource management goals. The position works collaboratively with Institute staff, colleagues across the University of Nebraska system, and key stakeholders and partners throughout the state and nation. 
</div><div>Please note: Sponsorship will not be offered for this position. 
 
This position is not eligible for an alternative worksite arrangement and will be located on-site in Omaha, NE. 
</div>#LI-DNI
Minimum Required Qualifications
<div>Bachelor&rsquo;s degree 
</div><div>5 years experience managing complex projects, overseeing cross-functional initiatives to include business analysis experience and progressive administrative support experience working with executive leadership 
</div><div>Demonstrated experience in project portfolio management, including tracking KPIs, milestones, risks, and dependencies. 
</div><div>Proficiency with data analysis, dashboards, and reporting tools 
</div><div>Proficiency in MS Office applications 
</div><div>Experience managing complex travel, events, and logistics for senior executives. 
</div><div>Demonstrated excellent verbal and written communication skills with attention to detail</div><div> 
</div><div>Equivalent combination of education and experience, that provides the required knowledge, skills, and abilities may be considered. 
</div>Preferred Qualifications
<div>Familiarity with enterprise-level project tracking, reporting, or communication systems (e.g., dashboard platforms, CRM, or ERP systems). 
</div><div>Experience supporting boards, advisory committees, or senior governance structures. 
</div><div>Experience in higher education 
 
The ideal candidate is an energetic self-starter who can working through complex issues and problem solve with minimal supervision; is able to discern patterns in organizational data and communicate those patterns in a meaningful way; shows judgment to seek supervision and/or input from others when necessary; a resilient learner who demonstrates attention to detail, professional discretion, and confidentiality and has experience in a university or post-secondary education institution, proven ability to handle competing priorities with deadlines, and has experience with project management practices and tools.</div></div>
 Posted Salary
 $95,000/yr minimum
 <div>How to Apply
<div>THIS POSTING IS FOR INFORMATION PURPOSES ONLY.
 
 
To apply, interested applicants should go to University of Nebraska System&rsquo;s employment website: https://jobs.nebraska.edu/ 
 
or</div><div>
 
Click here to apply: https://jobs.nebraska.edu/UniversityNebraskaSystem/job/Sr_-Mgr-for-Portfolio-Execution/2225-en_US</div></div>

Sr. Mgr for Portfolio Execution (Omaha, NE)

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

U.S. Bank

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2><div>
Partners with assigned Relationship Manager(s) to successfully manage ICG Healthcare credit account relationships. These accounts are across the for-profit Healthcare industry, including physician practices, for-profit hospitals, medical device, pharmaceutical, life sciences, healthcare technology, health insurance, and other healthcare related companies. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.</div><div>
Basic Qualifications 
<ul><li>Master's degree, or equivalent work experience</li><li>10 or more years of commercial banking experience</li></ul> 
Preferred Skills/Experience 
<ul><li>Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures</li><li>Strong relationship management and business development abilities, with thorough knowledge of credit products</li><li>Strong analytical and problem-solving skills</li><li>Ability to work effectively with individuals and groups across the company to manage customer relationships</li><li>Well-developed written communication and verbal presentation skills</li></ul></div>
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $148,495.00 - $174,700.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

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