NewAccount Manager – Specialty Pharmacy (Infusion Therapies) JobotAccount Manager – Specialty Pharmacy (Infusion Therapies)San Jose, CA$95,000–$125,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role focuses on building strong provider relationships, generating qualified new patient starts, and serving as a trusted liaison between physicians, clinical stakeholders, and our infusion care teams.
Sr Tax Manager Partner Track JobotSr Tax Manager Partner TrackSan Mateo, CA$180,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Senior Tax Manager, you'll serve as a trusted advisor to clients while leading tax engagements and mentoring the next generation of professionals.
Licensed Project Manager JobotLicensed Project ManagerSan Francisco, CA$110,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. o Design of nonstructural components, including architectural features and components, metal stud framing, equipment anchorage, and seismic bracing of equipment and MEP distribution systems.
Construction Project Manager (Public Works) JobotConstruction Project Manager (Public Works)Oakland, CA$130,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team specializes in complex public agency work and has successfully completed a wide range of projects for cities, counties, school districts, special districts, and other public-sector clients.
Tax Manager JobotTax ManagerSan Jose, CA$130,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Founded over two decades ago and based in San Jose, with other offices supporting clients throughout California and across the United States, we are a full-service public accounting firm specializing in tax, consulting, and advisory services.
Senior Tax Manager JobotSenior Tax ManagerSan Jose, CA$200,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.
Structural Project Manager JobotStructural Project ManagerSan Francisco, CA$100,000–$118,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Gain further understanding of the scope of other design consultants/trades (including architect, Geotech, civil, MEP engineers, etc.) to better communicate and coordinate the impact of other consultants’ design on structure and vice versa.
Director, Head of SMA Portfolio Management Engineering BlackRockDirector, Head of SMA Portfolio Management EngineeringSan Francisco, CA$215,000–$275,000 / yearTeam Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
NewManager, Project Management - Remote IntradoManager, Project Management - RemoteSan Francisco, CARemote$115,000–$125,000 / yearWe are seeking an experienced Manager, Project Management to lead a portfolio of complex, cross-functional projects that drive strategic business outcomes. Our cutting-edge company strives to become the most trusted, data-centric emergency services partner by uniting fragmented communications into actionable intelligence for first responders.
NewSr. Project Manager # 26-17685 US Tech Solutions, Inc.Sr. Project Manager # 26-17685Alameda, CAThe ideal candidate will have hands-on experience configuring, customizing, and developing within the Planisware environment while supporting project portfolio management initiatives. US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions.
Aladdin Strategic Relationship Manager, Vice President BlackRockAladdin Strategic Relationship Manager, Vice PresidentSan Francisco, CAAI, Data, and Productivity: Use AI, data, and automation tools to improve personal and team productivity — including synthesizing meeting notes, preparing executive summaries, analyzing client information, identifying account trends, automating repetitive workflows, and improving the speed and quality of client engagement. You will work with clients across the institutional investment landscape whose investment programs span public and private markets, with sophisticated governance structures, broad asset class coverage, and senior stakeholders across investment, operations, risk, technology, and finance.
Electrical Construction Project Manager/Estimator JobotElectrical Construction Project Manager/EstimatorSanta Clara, CA$125,000–$175,000 / yearThis company has been a trusted name in commercial electrical construction for more than 40 years, delivering complex projects throughout the Bay Area with a strong focus on education, public works, design-build, modernization, and site electrical construction. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Tax Manager Vaco LLCTax ManagerOakland, CA$140,000–$180,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to: The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
Assistant Property Manager Vaco LLCAssistant Property ManagerSan Francisco, CA$40–$43 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Manager, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGManager, SAP S4 Public Cloud Professional Services Automation (PSA)San Francisco, CA$145,350–$253,230 / yearExperience supporting at least two full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, Enterprise Portfolio and Project Management (EPPM), and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Qualifications: Minimum six years of recent external management consulting experience with a focus on hybrid business model transformation, including at least two full lifecycles SAP S/4HANA Public Cloud implementation in Enterprise Portfolio and Project Management (EPPM), Solution Order Management and/or Professional Services Automation, with demonstrated ability to support stakeholder engagement and contribute to business strategy and outcomes.
NewManager, International Tax (NYM) KPMGManager, International Tax (NYM)San Francisco, CA$107,160–$226,320 / yearBachelor's degree from an accredited college/university; masters in Taxation, JD, and/or LLM (with a concentration in tax) preferred; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, considering a multinational's tax risk profile, global effective tax rate, and cash posture; in advising clients, professionals will prepare and review complex tax models illustrating multinational entities attributes, effective tax rate, and cash tax expense.
NewSenior Manager, International Tax KPMGSenior Manager, International TaxSan Francisco, CA$153,425–$332,695 / yearResponsibilities: Direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, taking into account a multinationals tax risk profile, global effective tax rate, and cash posture; in advising clients, professionals will prepare and review complex tax models illustrating multinational entities attributes, effective tax rate, and cash tax expense. Bachelor's degree from an accredited college/university; licensed CPA, EA, JD/LLM or foreign equivalent, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list.
Product Manager, Models HiveProduct Manager, ModelsSan Francisco, CA$120,000–$170,000 / yearAs a Product Manager on our Hive Models team, you will work cross-functionally with all stakeholders to define product requirements and see the implementation through to completion, leading development efforts between our Machine Learning, Core Infrastructure, and Product teams. Own our Hive Models portfolio, understanding the needs of the product development teams, and envisioning and executing the creation of our deep learning models that can provide human-like interpretation of video, image, audio and text.
Product Manager, Consumer Applications HiveProduct Manager, Consumer ApplicationsSan Francisco, CA$120,000–$170,000 / yearAs a Product Manager for Consumer Applications, you will work cross-functionally with all stakeholders to define product requirements and see the implementation through to completion, leading development efforts between our Machine Learning, Backend, Frontend and UI/UX teams. Hive is the leading provider of cloud-based AI solutions to understand, search, and generate content, and is trusted by hundreds of the worlds largest and most innovative organizations.
Product Manager, Data HiveProduct Manager, DataSan Francisco, CA$120,000–$170,000 / yearYou are passionate about organization, experienced in working with agile teams, have a good understanding of best practices in software engineering, highly effective in communicating and problem solving, and have experience managing enterprise projects. Work closely with teams comprised of engineers, designers, sales, and play a critical role in planning of projects to ensure the timely delivery of quality products and features.
NewSenior Product Manager - Remote IntradoSenior Product Manager - RemoteSan Jose, CARemote$120,000–$150,000 / yearWorking within Intrado’s product operating model, you will partner closely with Sales, Customer Success, Engineering, Network Operations, Product Operations, Regulatory Affairs, and telecommunications service providers to define and deliver solutions that meet evolving customer, industry, and regulatory requirements. The ideal candidate brings experience in telecommunications, emergency communications, or network-based services and has a strong understanding of Wireline, VoIP, NG911, location information services, and the public safety ecosystem.
FinTech Account Manager - Named PlaidFinTech Account Manager - NamedSan Francisco, CA$171,600–$214,800 / yearThe right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and cross-functionally to drive solutions for customers. The Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications.
Named Account Manager, Enterprise PlaidNamed Account Manager, EnterpriseSan Francisco, CA$171,600–$214,800 / yearYou’ll operate at the intersection of relationship management, commercial strategy, and product solutioning, partnering closely with Sales, Product, Engineering, and Support teams to deliver exceptional customer outcomes. You’ll serve as a trusted advisor, commercial partner, and cross-functional leader—helping customers maximize the value of Plaid while driving long-term growth for both our customers and Plaid.
Product Design Manager - Dashboard PlaidProduct Design Manager - DashboardSan Francisco, CA$207,600–$317,500 / yearWe work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. As a Product Design Manager on the Dashboard team, you will manage a multidisciplinary team of product designers and a researcher, leading design efforts across multiple product areas at Plaid.
Senior Product Manager, Fortary - Remote Ava LabsSenior Product Manager, Fortary - RemoteSan Francisco, CARemoteAs the business architect for trading, lending, and liquidity, the Senior Product Manager will define and lead the long-term product vision, portfolio strategy, and investment priorities for Fortarys institutional trading, lending, and liquidity platform, ensuring alignment with company objectives and growth strategy. The ideal candidate brings a proven track record of defining and scaling successful B2B fintech or digital asset products, shaping long-term product strategy, and leading complex cross-functional initiatives.
NewFederal SAP Concur Implementation Project Manager - Remote Censeo Consulting GroupFederal SAP Concur Implementation Project Manager - RemoteSan Francisco, CARemote$90,000–$140,000 / yearDefines agency’s change management and transition communication requirements and performance metrics with a focus on mitigating adoption risks and satisfying customer information needs Identify agency stakeholder groups, assess stakeholder information needs, and prepare communication planning materials outlining key messages, methods, and timing by stakeholder group. Censeo is seeking a consultant to serve as a Customer Engagement Manager to support the GSA and other federal client agencies by providing customer engagement and operations planning support to customer agencies transitioning to the GO.gov e-gov travel services (ETS) shared service.
NewSenior Software Engineering Team Manager - R&D Charles SchwabSenior Software Engineering Team Manager - R&DSan Francisco, CAGuide technical direction and architecture for prototypes and proof-of-concepts (e.g., generative AI, digital assets, emerging platforms), ensuring engineering excellence and scalable patterns. The Senior Manager, R&D leads a versatile team of engineers responsible for shaping the R&D portfolio, inspiring high-impact experimentation, and translating emerging technology into outcomes.
NewTax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)San Francisco, CA$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
Digital Content Manager/Project Manager i-TEK SolutionsDigital Content Manager/Project ManagerSanta Clara, CATemporaryContractorWith a content agency and web design firm already engaged and actively working, this role is the glue between three teams — content strategy, product marketing, and web design — ensuring they move in the same direction, at the same pace, toward the same goals. The scope covers about 15–20 pages of new product and topic content delivered over two phases, developed in parallel with a homepage overhaul and product component redesigns.
IT Program Manager AxelonIT Program ManagerOakland, CAPay Rate: Bay Area Min: $144,000 Bay Area Max: $244,000 MIDPOINT: $194,000. Develop and implement strategic plans for IT programs, including setting project goals, timelines, and performance metrics.
Construction Manager (Vegetation Management Strategic Sourcing) AxelonConstruction Manager (Vegetation Management Strategic Sourcing)Oakland, CALead strategic sourcing, category management, and supplier governance to enhance performance, cost savings, sustainability, and supplier diversity. Collaborate with internal stakeholders to ensure sourcing activities meet operational needs and capital projects.
NewNon-Clinical - Information Technology/IT Project Manager AxelonNon-Clinical - Information Technology/IT Project ManagerSan Francisco, CA$80–$100 / hourWorking closely with executive leadership, laboratory operations, clinical stakeholders, Health IT teams, and external vendors, the Project Manager will be responsible for governance, budget and schedule management, risk mitigation, stakeholder engagement, and transition planning to ensure a seamless relocation and successful activation of the centralized laboratory environment while supporting ***'s long-term strategic goals for innovation, growth, and excellence in diagnostic services. The incumbent will manage complex cross-functional efforts involving laboratory operations, equipment and automation integration, IT infrastructure, Epic Beaker and laboratory systems implementation, workflow redesign, operational readiness, regulatory compliance, and organizational change management.
NewMarketing Manager/ Sr Strategist # 26-17522 US Tech Solutions, Inc.Marketing Manager/ Sr Strategist # 26-17522San Francisco, CARoles and Responsibilities: Bring a customer-centric lens to lifecycle and demand generation strategy – shaping audience segmentation, messaging architecture, timing, and channel orchestration to deliver cohesive experiences that drive measurable performance and revenue outcomes. You'll work closely with product marketing, data science, audience strategy, paid media, operations, and sales teams — giving you exposure to how a world-class growth engine operates, while owning meaningful campaign strategy and execution from day one.
Multi-Specialty Account Manager - San Francisco, CA LundbeckMulti-Specialty Account Manager - San Francisco, CASan Francisco, CA$110,000–$135,000We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
NewProcurement Manager AxelonProcurement ManagerOakland, CAServices include procurement of goods and services, strategic sourcing, category management, supplier relationship management, compliance management, and management of the source to pay cycle. Collaborates with internal clients and suppliers managing over a billion of annual company spend.
NewExpert IT Product Manager AxelonExpert IT Product ManagerOakland, CA$80–$100 / hourAct as a key stakeholder in Strategy & Innovation work with a focus on customer electrification, load management, and AMI 2.0. Serve as the point person for tracking and managing a portfolio of product initiatives in various development stages.
Senior Program Manager AxelonSenior Program ManagerSan Ramon, CA$80–$100 / hourExperience leading or supporting programs, initiatives, or portfolios within operations, strategy, or operational excellence functions. Strong written and verbal communication skills, including experience supporting leadership-level updates and decision-making.
NewSr. Technical BA | Capital Markets | Front office | Hybrid in Atlanta Living TalentSr. Technical BA | Capital Markets | Front office | Hybrid in AtlantaSan Francisco, CA$165,000–$180,000 / yearSit at the intersection of investment ops and platform development — supporting a wealth management platform across the full trading lifecycle, from portfolio construction and rebalancing through execution and reporting. Serve as the primary bridge between Portfolio Managers, Financial Advisors, and engineering teams — translating complex business needs into well-defined, actionable requirements.
Managing Director, Fund Banking (Fund Finance) StifelManaging Director, Fund Banking (Fund Finance)San Francisco, CAStifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Managing Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingSan Francisco, CAThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Senior Director, Product Design - Remote HighLevelSenior Director, Product Design - RemoteSan Jose, CARemote$285,000–$361,000 / yearYou will partner closely with Product, Engineering, Data, Marketing, Sales, Customer Success and executive leadership to turn company strategy into cohesive, intuitive and commercially impactful product experiences. You will also be responsible for evolving HighLevels bespoke design system and accelerating its adoption so teams can move faster, ship with greater consistency and deliver higher-quality experiences at scale.
NewSenior Director, Client Partner EPAM SystemsSenior Director, Client PartnerSan Francisco, CAIn this role, you will act as the primary point of contact for clients, delivery teams, technology practices and consulting teams within the Life Sciences Business Unit, developing account strategies, architecting delivery approaches, building successful relationships and owning business results. • Shape solutions that bridge strategy and plans to real-world execution, properly scoping and pricing engagements with delivery team counterparts, establishing optimal operating models and project team organization, and leading the transition from the sales process to the delivery phase.
Data Center PMO Portfolio Manager Cbre ValuationData Center PMO Portfolio ManagerSan Jose, CACBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). The successful candidate will be a self-starter with excellent communication skills, capable of independently driving business process management, executing cross-functional reporting, and navigating a highly matrixed organization to enforce Service Level Objectives (SLOs).
Regional Portfolio Manager, Global Real Estate & Facilities Amazon.com IncRegional Portfolio Manager, Global Real Estate & FacilitiesSan Francisco, CAThe Portfolio Manager must operate as a true partner to Business Leaders, Finance, Design & Construction, Strategy & Occupancy Planning, Transaction Management, HR, IT, Corporate Security, Public Relations, Procurement and other functional areas. The Portfolio Manager"s ability to build relationships within the wider GREF team- both with key vendors and internal business partners- is critical, as is the ability to operate within a fast-paced and complex environment.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateSan Francisco, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Portfolio Manager Avidbank Holdings IncPortfolio ManagerSan Jose, CA$90,000–$140,000 / yearQualifications: • Thorough understanding of financial services and banking products • Strong underwriting and portfolio management skills • Financial modeling experience and comfort • Ability to manage complex credits and client relationships • Background in cash flow lending for sponsor-backed borrowers (a plus) • Thrives in a dynamic and remote work environment • Skilled communicator, written and verbal • Strong ability to lead and motivate junior staff • Ability to interpret financial data and reports and, when necessary, recommend appropriate actions • Ensures absolute confidentiality in all areas of responsibility • Pro-active attitude and resourcefulness. Core lending products include cash flow term loans, asset-based lines of credit, and recurring revenue revolvers primarily utilized by sponsor-backed businesses for acquisition financing, debt refinance, recapitalizations, and working capital support.
Portfolio Manager Associate City National BankPortfolio Manager AssociateSan Francisco, CaliforniaRemote$92,114–$156,880 / yearFull timeRespond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm’s investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client’s goals and aspirations - Create, research, and provide detailed ad-hoc analyses. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
NewCommercial Middle Market Senior Portfolio Manager Fifth Third BancorpCommercial Middle Market Senior Portfolio ManagerSan Jose, CA$96,500–$207,500 / yearThe role includes regular client interaction, ownership of portfolio risk outcomes, and accountability for adherence to credit policy and regulatory guidelines, with a focus on early identification of emerging credit issues and portfolio level risks. Manage the underwriting, approval and documentation process for transactions, including new money, renewals, extensions, amendments, waivers, and ancillary products (e.g., treasury management, FX, interest rate derivatives and commodity exposure).