Portfolio Manager Salary at Pds Planning Inc BETA

Manifest Solutions is currently seeking a Senior Portfolio Manager for a position in Westerville, OH. The position requires proven experience in following industry standard business analysis techniques and methods to elicit and validate business requirements supporting OCM activities - Audience Analysis techniques. Expertise in creating and delivering presentations at an executive level & management level to report out on key multiyear programs and projects that are smaller in scale. High focus on key decisions, adoption metrics, success criteria, and over all project status with clear ownership noted. Expertise in communications using a variety of tools sets to support townhall messaging, broad messaging with suppliers / customers, monthly newsletters, and broadcast messaging perhaps on SP and Teams sites. Share point and MS team working knowledge to support the collaboration practices within the BRM team and to the business functions supported by the BRM team. Be the owner of the sit

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over). Category Legal Description Role Overview This position will provide compliance oversight of the firm's investment compliance and trade operations functions. The successful candidate ideally will be experienced with order management systems and their rules engines and promote ideas to mitigate risk and optimize various investment compliance and trade operations processes. Primary Responsibilities Administer and monitor pre- and post- trade investment compliance functions within the order management system for registered mutual funds and separately managed accounts in various lines of business, including: On-board n

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over). Category Customer Service Description As a Client Services Specialist, you will be responsible for managing new and existing accounts along with assisting in the creation and implementation of policies, procedures and processes. This position acts as the main contact and problem solver for client inquiries and account discrepancies. It entails significant interface with both clients and financial advisors via phone and other electronic media. To perform this job successfully, the ideal candidate must have the drive to succeed, a positive attitude, and a love for providing excellent customer service. Primary Respon

Summary: The Segment Risk Manager is responsible for oversight and administration of credit risk strategy programs for a business segment. Individual will have responsibility for driving and overseeing key credit risk activities for the assigned Commercial Business Units. Key risk activities include identifying, monitoring, measuring, mitigating, and reporting on the Business Units risk and control environment related to credit risk. Additionally, this position will support other Segment Risk Specialists and Managers through direct or indirect reporting lines as a credit subject matter expert. Duties & Responsibilities: Evaluate effective of controls and escalate as appropriate. Identify issues and write clear actionable action plans related to credit process. Validate findings related to credit process including but not limited to replicating work product of Commercial Portfolio Managers and related staff. Direct self-monitoring and testing activities to ensure that they are performed

The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR) through education on equipment finance and leasing products, capital planning with our customer base, and prospecting new relati Equipment, Finance, Relationship Manager, Executive, Sales, Portfolio Manager, Banking, Business Services

About the Company As a Real Estate Portfolio Manager, you will be responsible for managing and optimizing the company’s real estate portfolio in alignment with business strategies. This includes overseeing acquisitions, leasing strategies, portfolio optimization, industrial facilities, and other commercial spaces. As the manager you will also provide strategic guidance on space planning, site selection, and market analysis to support the company’s growth and operational needs. About the Role Real Estate Strategy and Portfolio Management: Develop and implement corporate real estate strategies to align with business goals and objectives. Manage the company’s portfolio of properties (office, industrial, residential etc.), ensuring optimal space utilization and cost-efficiency. Lease Management & Negotiation: Negotiate lease agreements, renewals, and amendments to achieve favorable terms for the organization. Work closely with legal teams to ensure all lease documents comply with company p

First Merchants Bank is seeking a Commercial Administrator to join our team! This position will provide administrative support to the commercial banking team by processing commercial loan requests. Responsible for providing high quality customer service to commercial banking clients by accurately and efficiently resolving customer requests while mitigating risk by following proper procedures. Serve as a partner to the commercial banking team by proactively dealing with portfolio management needs. Ensure all regulatory and compliance requirements are satisfied. As part of this role you will: Support the customer lending request process by providing administrative support to the Commercial Team. Prepare requests for credit by ensuring complete file per policy and regulatory requirements. Ensure collateral and other request details are defined for documentation, engage third parties as needed. Interact with approved attorney for externally prepared transactions. Prepare deal for closing a

Description Wallick Communities, an employee-owned company, gives low-income families and senior citizens a place called “home” – thanks to five decades of experience in developing, building, managing, and overseeing affordable multi-family housing and assisted-living communities across the mid-west. • 55 years serving our communities • 20,000+ residents call our community’s home • 5 states and growing • Employee owned with 1000+ associates Wallick Mission : Opening doors to homes, opportunity, and hope. Wallick Values : Our Values flow directly from our Mission and set the expectation for how all associates work together. These values are: • Care • Character • Collaboration Wallick’s employee stock ownership plan (ESOP) allows you to be a shareholder and benefit from our company’s profitability. As an employee-owner, you can enjoy a valuable source of retirement income and feel more invested in our mission. Join us and become a partner in creating thriving communities. The work - How