vice president and portfolio manager

Citi

<div><div><div>Job Req Id:</div>
<div>26949117</div>
</div><div><div>Location(s):</div>
<div>Irving, Texas, United States</div>
</div><div><div>Job Type:</div>
<div>Hybrid</div>
</div><div><div>Posted:</div>
<div>Apr. 13, 2026</div></div></div>
 <div><h2 class="jobSectionHeader">Discover your future at Citi</h2>
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.
<h2 class="jobSectionHeader">Job Overview</h2>
Description
The Senior Vice President (SVP), Portfolio Credit Risk Manager in Wealth Risk Management is a senior leadership role within the Second Line of Defense (2LOD). This position provides independent risk oversight for a diverse portfolio, including retail-unsecured portfolios and wholesale securities-based lending (SBL) from the Wealth at Work (WaW) and US Consumer Wealth (USCW) business segments.
The core objective is to lead portfolio risk management activities to minimize credit losses and protect the Citigroup franchise and reputation. This individual will ensure portfolio risks remain within the firm's established risk appetite, align practices with regulatory and internal frameworks, and provide effective, objective challenge to the First Line of Defense (1LOD). The SVP will also evaluate emerging risks linked to client behavior, market conditions, and macroeconomic trends to protect the firm's financial stability.
Responsibilities<ul><li>
Provide effective challenge to Portfolio Risk management activities.</li><li>
Supervise, scrutinize, and provide credible challenge to 1LOD underwriting, exposure management, and margin practices to ensure alignment with the firm's risk appetite.</li><li>
Partner on the end-to-end framework for credit reserve adequacy, including portfolio-level risk appetite statements and stress thresholds.</li><li>
Oversee, analyze, challenge and approve, as applicable, retail unsecured credit loan and counterparty transactions, providing credit recommendations and guidance to senior risk managers and structuring transactions to contain credit risk within acceptable parameters.</li><li>
Provide independent oversight of SBL portfolios, encompassing collateral quality, margin methodologies, and stress testing.</li><li>
Assess the effectiveness of credit risk processes, product programs, and standards to identify opportunities for improvement and drive strategic enhancements.</li><li>
Provide an autonomous assessment of the accuracy and appropriateness of risk ratings and classifications for assigned portfolios.</li><li>
Interface as needed with regulators and internal audits, managing information requests and overseeing any required remediation efforts.</li><li>
Partner with stakeholders to understand data sources and improve the process of defining, extracting, and utilizing data for risk management purposes.</li><li>
Review and assess the appropriateness, completeness and functionality pf controls applicable to WaW/USCW Risk and manage the performance of same where applicable.</li><li>
Report to and assist the WaW/USCW Risk Head with tasks as required and perform other assigned duties.</li></ul>
Qualifications<ul><li>
10+ years of prior experience in a credit-related, risk management, or banking role, with a strong background in Wealth Management, Retail Risk, or related business functions.</li><li>
Solid knowledge and hands-on experience in risk management, especially with credit portfolios, exhibiting abilities in scrutinizing, probing, and supervising first line of defense risk management</li><li>
Strong familiarity with collateral management, market risk dynamics, and regulatory expectations for consumer credit and SBL.</li><li>
Knowledge of Citi Retail Credit Risk and Wholesale Credit Risk policies and frameworks.</li><li>
Proficiency in credit analysis, counterparty risk, and portfolio stress testing, with the ability to predict and plan for potential market fluctuations.</li><li>
Excellent communication and presentation skills, with a demonstrated ability to explain complex financial concepts to diverse stakeholders, negotiate effectively, and influence strategic decisions.</li><li>
Proven ability to operate independently, deliver under tight timeframes, and manage multiple complex activities in a fast-paced environment.</li><li>
Demonstrated leadership in driving collaboration across teams.</li><li>
Exceptional project management skills, with the capability to oversee multiple projects from inception to completion.</li><li>
Proficiency in ensuring compliance with legal and regulatory requirements.</li></ul>
Education<ul><li>
Bachelor's degree/University degree or equivalent experience.</li><li>
Master's degree preferred.</li></ul>
-
Job Family Group:
Risk Management
-
Job Family:
Portfolio Credit Risk Management
-
Time Type:
Full time
-
Primary Location:
Irving Texas United States
-
Primary Location Full Time Salary Range:
$144,480.00 - $216,720.00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Analytical Thinking, Credible Challenge, Governance, Monitoring and Evaluation, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
-
Anticipated Posting Close Date:
Apr 17, 2026
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Senior Vice President - Portfolio Credit Risk Management 2nd LOD Sr. Lead Analyst - Risk (Hybrid)

<div>Vice President, Client Coverage &ndash; Global Client Management, Investment Managers
At BNY, our culture allows us to run our company better and enables employees&rsquo; growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world&rsquo;s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance &ndash; and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We&rsquo;re seeking a future team member for the role of Vice President, Global Client Management, to join our Investment Management team. This role is based in New York.
Global Client Management is a Commercial Team, where we manage existing and prospective client relationships with the goals of ensuring client satisfaction and growing their business with BNY. We advise clients on the best way to achieve their strategic objectives through a solutions-oriented approach, and collaborate with partners across BNY to support the delivery of a seamless client experience.
In this role, you&rsquo;ll make an impact in the following ways:<ul><li>
Executive engagement - Partner with senior leadership to shape engagement with top Investment Management clients - aligning commercial strategy across regions and global platforms.</li><li>
Market insights - Bring the market to life - turn client and segment insights into sharp points of view, targeted go-to-market actions, and new growth opportunities.</li><li><div>
Pipeline management - Create momentum through disciplined pipeline management - maintain forecasting accuracy, track conversion, and surface risks and dependencies early to accelerate outcomes.</div></li><li>
Solution delivery - Partner with product, coverage, and regional teams to build tailored proposals and solutions - positioned clearly, differentiated, and aligned to client priorities and operating models.</li><li>
Stakeholder management - Strengthen senior stakeholder relationships through clear, client-ready communications and timely updates that remove blockers and keep delivery on track.</li></ul>
To be successful in this role, we&rsquo;re seeking the following:<ul><li>
Financial services experience &ndash; 5-7 years&rsquo; experience in financial services - ideally across sales, business development, or client management.</li><li>
Strategic judgment - Strategic, structured thinking - able to assess segments, geographies, and client needs, then turn insight into executable sales actions (including senior talking points and proactive risk management).</li><li>
Commercial leadership - Commercial drive and executive presence - able to grow relationships, progress deals, and deliver measurable business outcomes.</li><li>
Executive communication - Advanced analytical and storytelling skills - able to synthesize complexity into clear, senior-ready messages that influence decisions.</li><li>
Stakeholder management - Relationship-builder across cultures and functions - able to earn trust quickly and expand commercial impact in a global environment.</li><li>
Ownership and resilience - High ownership and resilience - able to prioritize under pressure, deliver to tight timelines, and consistently hit targets.</li></ul>
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
 Here&rsquo;s a few of our recent awards:<ul><li>
America&rsquo;s Most Innovative Companies, Fortune, 2025</li><li>
World&rsquo;s Most Admired Companies, Fortune 2025</li><li>
&ldquo;Most Just Companies&rdquo;, Just Capital and CNBC, 2025</li></ul> 
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life&rsquo;s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $69,000 and $160,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. 
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.</div>

Vice President, Client Coverage – Global Client Management, Investment Managers

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3><h3 class="jobSectionHeader">
The Role</h3>
Fidelity Institutional&rsquo;s mission is to help intermediary and institutional clients cut through complexity and achieve better outcomes. The Wealth Advisory Managed Solutions (WAMS) team plays a key role in this mission through developing and delivering customized investment solutions, industry-leading managed platforms, and investment capabilities. This team drives critical growth initiatives for Fidelity, FI and IWMS.
The Vice President, WAMS Performance Lead will drive the development and oversight of advisory and discretionary managed solutions performance and client reporting capabilities, with the following core responsibilities:<ul><li>
Serve as the primary business product owner for wealth advisory managed solutions performance and client experience capabilities.</li><li>
Establish and drive execution of the performance and client reporting product vision, business requirements, and capability roadmap across discretionary and non-discretionary solutions for intermediary clients (equity, fixed income, multi-asset class). Oversee multiple projects and initiatives concurrently, identifying and managing dependencies.</li><li>
Partner with product, investment, performance measurement, distribution, technology and other key stakeholders to drive requirements definition and technical implementation of product performance, analytics and overall client product experience.
</li><li>Act as the primary performance and client reporting liaison to business and technology stakeholders on an ongoing basis; influencing and advocating for the prioritization of the performance and client reporting roadmap given business and enterprise needs.</li><li>
Anticipate and stay current with evolving market, regulatory and consumer demands to identify competitive differentiators, influence strategic planning and client experience design.
</li><li>Provide business support and oversight of the recurring creation/publication of performance artifacts at the account and composite levels.</li><li>
Define and manage performance reporting policies, methodologies, process, and client experience.</li></ul><h3 class="jobSectionHeader">
The Expertise and Skills You Bring</h3><ul><li>
Bachelor&rsquo;s degree required. CIPM or CFA preferred</li><li>
Fifteen plus (15) years of progressive financial services experience, preferably in performance analysis, client reporting/experience, or product management roles</li><li>
Demonstrated expertise in investment performance analysis, business analysis, project management or process improvement</li><li>
Track record leading teams in supporting internal and external clients with their data and reporting needs</li><li>
Strong analytical and critical thinking skills with the ability to understand and resolve complex problems</li><li>
Understanding of accounting and investment performance reporting. Understanding of modern portfolio theory and related concepts of risk and return a plus</li><li>
Understanding of metrics used to evaluate portfolio construction (e.g., yield, spread, active weights, concentrations) a plus</li><li>
Knowledge of managed accounts, model portfolios and separately managed accounts (SMA) processes, data and industry practices a plus</li><li>
Proficiency and understanding of performance related industry standards, Investment Advisor Marketing rule, and regulatory compliance requirements</li><li>
Strong communication skills and the ability to clearly, concisely and persuasively present sophisticated proposals, issues and arguments, both in writing and verbally</li><li>
Project Management skills required to successfully drive projects across the company and run critical dependencies. Knowledge of agile working models is preferred</li><li>
Work collaboratively across the Fidelity Enterprise and possess strong influence management skills while maintaining productive long-term working relationships</li><li>
Note: Fidelity will not provide immigration sponsorship for this position.
</li></ul><h3 class="jobSectionHeader">The Team</h3>
In this role you will be part of a diverse, collaborative, and adaptive team tasked with helping grow Fidelity&rsquo;s wealth advisory and managed solutions in the marketplace! We are seeking candidates who like to work in an agile and future-thinking organization who values positive change agents with an unwavering commitment to wowing our customers.
This role will report to the VP of Investment Services in FIWA.
The base salary range for this position is $125,000-258,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.<h3 class="jobSectionHeader">
Certifications:</h3><h3 class="jobSectionHeader">
Category:</h3>
Program/Project Management</div>

Vice President, Wealth Advisory Managed Solutions Performance Lead

Redstone Search Group

<div>
 
 Redstone Search Group focus on offering 360&deg; search solutions to the global commodities markets. With a competitive coverage of Trading Houses, Producers, Majors, Utilities, Merchants, Hedge Funds, Investment Banks and Brokerages; Redstone Commodity Search can confidently offer you an edge in today&rsquo;s volatile market.
 
 
 
 
 
 Redstone Search Group are working with a commodities focussed investment firm looking to hire a Vice President to join their growing office in New York
 
 
 
 
 
 
 Key Responsibilities / Tasks
 
 
 
 
 
 <ul>
 <li>
 Analysing credit, liquidity, operations, legal and market risks for prospective transactions, mostly utilising long-term investments, with some physical transactions within the metals market.
 </li>
 <li>
 Leading preparation and negotiation of investment proposals (across both market and asset class to deliver competitive and solution orientated responses) and transaction documentation, including term sheets and credit agreement, utilizing these do cultivate counterparty relationships.
 </li>
 <li>
 Structure and optimize transactions to enhance returns and mitigate risk in line with fund strategy, partnering with internal teams to secure approvals and execute transactions.
 </li>
 <li>
 Contribute to innovative, repeatable investment structures utilizing tools such as physical commodity transactions, collateral arrangements, leverage, insurance, and hybrid capital solutions.
 </li>
 <li>
 Role reports to Head of Transaction Structuring &amp; Restructuring.
 </li>
 </ul>
 
 
 
 
 
 Key Qualifications / Experience
 
 
 
 
 
 <ul>
 <li>
 Minimum of 4 years&rsquo; experience within investments, ideally with at least 2 years on the buy side within a similar firm, preferably within the commodities space (namely metals).
 </li>
 <li>
 Must have a bachelor&rsquo;s degree in a relevant field.
 </li>
 <li>
 Exceptional analytical skills with a high attention to detail needed with demonstrated experience in credit-oriented investing and transaction structuring or restructuring; experience in structured trade or commodity finance preferred.
 </li>
 <li>
 Entrepreneurial, commercial, self-motivated team player needed, strong growth mindset who can provide measurable impact within the business.
 </li>
 <li>
 Role is to be based in New York, with at least 4 days in the office.
 </li>
 </ul>
 
 
</div>

Vice President, Investment Structuring

Morgan Stanley

<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

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

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

Search 10000+ Vice president and portfolio manager jobs near you this April. New roles added regularly across leading industries. Apply today.