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  • Associate Portfolio Manager

    Eaton Vance 4.7company rating

    Remote Asset Manager Job

    ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. GENERAL DESCRIPTION Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs. PRIMARY RESPONSIBILITIES - Construct optimized equity index portfolios for separate accounts - Rebalance and transition portfolios to maximize tax-efficiency - Construct custom benchmark data - Monitor index changes and corporate actions - Generate after-tax return data for both portfolios and benchmarks - Performance attribution - Respond to client requests for analysis - Interact across teams including Technology, Research, Marketing, Client Service, Operations - Participate in process improvement and technology development efforts. JOB REQUIREMENTS - Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus - 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered. - Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred - Strong mathematical and analytical skills - Familiarity with academic financial theory and applications - Working knowledge of equity risk models and portfolio optimization preferred - Analytical writing ability WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren'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'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's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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). PDN-9eb0c7f5-b2ba-48d1-931b-a7e0056b59f9
    $70k-150k yearly 5d ago
  • Asset Manager

    Presidio Bay Ventures 4.7company rating

    Remote Asset Manager Job

    Presidio Bay Ventures, Inc. (“PBV”) is a real estate investment and development firm headquartered in San Francisco. Our team is focused on sourcing and structuring unique, value-add investment opportunities that generate attractive risk-adjusted returns, and our primary expertise is in new construction and major renovation of complex, large-scale office, multifamily and other special-use facilities. Since its formation in early 2012, PBV has executed on $5.6Bn+ of transactions projects seven states, representing over 5.3M square feet of development. PBV is seeking to hire an Asset Manager who will be responsible for establishing best-management practices and instituting all necessary systems and processes at the corporate level to lead all property-level building operations, including leasing, tenant relations, personnel and vendor management, budgeting, building systems maintenance and the coordination and execution of required capital improvement projects. The role will focus on a range of asset types including Class A commercial office, large-scale mixed-use developments and multifamily projects. This individual will also perform project specific asset management duties, including coordination with PBV's accounting team for on-going financial activity, budgeting and reporting, and assisting with external communication to tenants, investors, lenders and other stakeholders. As the PBV portfolio continues to grow, the Asset Manager will be responsible for hiring and managing all new personnel required to execute on property management duties. The successful candidate will have unparalleled opportunities for career growth within the real estate industry and will benefit from immediate project exposure consisting of the following: Existing operating portfolio of 300,000sf+ of Class A office and 500+ multifamily units Multiple large-scale, generational development sites or land assemblages spanning 10-100+ acres throughout the Bay Area ~1MM+ sf of Class A office and laboratory / life science space under construction and pre-development in San Francisco and the Peninsula Pending performance and ability to take on additional responsibility, this is a highly unique and exciting opportunity for a qualified and enthusiastic individual to lead asset management strategy and execution for several key assets within the company portfolio within a highly entrepreneurial and dynamic team environment. The successful candidate will work closely with senior management to define the company's asset management standards and will have the opportunity to grow a large team in the coming years as development projects are completed and stabilized. This is a fulltime position with an expected base salary of $135k - $175k. Compensation structure will ultimately be defined based on the role placement and successful candidates' experience level. In addition to a comprehensive and robust benefits package that includes, but is not limited, to the following: 401(k) matching contributions Employee and family health benefits Paid parental leave Company sponsored professional development coaching Co-investment opportunities in Company projects Company sponsorship of professional certifications and continuing education Flexible time-off and remote working policy Company sponsored philanthropic scholarship program to benefit underrepresented youth Qualifications: BA/BS degree with strong record of academic achievement; graduate degree a plus. 5 years or more of senior commercial real estate asset management experience with a firm command of both office and multifamily assets is a prerequisite. Strong financial, oral and writing communication skills. Highly organized, detail oriented, and able to handle multiple projects in team settings. Proficient in Excel, Office, PowerPoint, Argus and willingness to adopt new technologies leveraged across the company's portfolio Highly driven, with a positive, solution-oriented attitude and strong interpersonal skills Ability to think like an owner in all decision making Entrepreneurial spirit with a willingness to do what is necessary Ability to travel to properties within the Bay Area Roles and Responsibilities: Participate in the drafting and implementation of strategic business plans for each asset that will govern its daily operations, position in the market, and ultimate disposition. Work closely with property management, brokers, consultants and attorneys to provide direction for and oversight of business plans, budgets, forecasts, leases, analysis and approvals. Make recommendations for the leasing strategy for each property and negotiate commercial and retail leases. Act as primary liaison between ownership and lender; cultivate positive relationships with various lender representatives. Oversee compliance with and performance of any obligation of the owners of each asset with respect to leases, easements, restrictions, covenants, conditions, mortgages, governmental notices and requirements, and other matters. Assist in preparing and reviewing annual budgets to ensure each property is properly maintained while eliminating unnecessary expenses, and oversee, direct and monitor implementation of the budget approved by ownership. Provide ongoing recommendation and oversight services with respect to capital improvements, including a detailed capital expenditure recommendation and plan for a 10-year period. Where required, identify and retain oversee third party property managers, vendors and subcontractors required for the successful operation of each asset. Oversee “brand awareness” and ongoing public relations protocols and efforts to support the ongoing. Identify and implement appropriate controls and standards for reporting, including use of different software and technology and enforce requirements on finance and accounting teams. Create, audit, and maintain Excel-based asset management models for each asset from acquisition through disposition. Prepare hold/sell analyses. Participate in the creation of monthly, quarterly, and annual reporting for ownership and senior management and assist in preparation of tax reporting documents. Manage property-level cash, project and recommend appropriate property-level contributions and distributions. Assist in the CAM estimate and reconciliation processes. Evaluate the local markets to identify changes and trends and the related impact on real estate values and investment strategies. Participate in the disposition process and assist with due diligence thru closing. Assist in evaluating potential equity and debt investment opportunities by building financial models. Assist with acquisition due diligence responsibilities and closing process. Please send all inquiries to *********************** with your name and open job position in the subject header. PBV is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. PBV does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.
    $135k-175k yearly 5d ago
  • Portfolio Manager/Associate Portfolio Manager

    State Farm 4.4company rating

    Remote Asset Manager Job

    State Farm Investment Planning Services (IPS) team is expanding and is seeking a Portfolio Manager/Associate Portfolio Manager in its State Farm Investment Management unit (SFIM). Reporting to the head of State Farm Investment Management (SFIM), you will lead quantitative research and asset allocation analysis for State Farm's Advisory model portfolios. You will employ a proactive data-focused approach to investment research, capital markets analysis and portfolio management to help the team formulate investment themes and asset allocation positioning (i.e. strategic and tactical), during the entire lifecycle of model portfolio management. In this position, you will also lead in the formation of investment outlook, content and advisor/agent education; participating the due diligence and fiduciary oversight responsibilities of various IPS investment/product platforms; creating and establishing State Farm's footprint and point-of-view on investing for State Farm agents and retail customers. Additionally, you will collaborate with other SFIM colleagues, as well as members of IPS teams across the organization in the execution of various research projects. Some travel to SF Agent offices/customer mandates and conferences nationwide may be required for this role. When not traveling, this person will work a hybrid schedule from State Farm's Dallas/Richardson, TX office. Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good! As a Portfolio Manager/Associate Portfolio Manager you will: Lead the work of modeling and forecasting of Capital Market Assumptions (CMAs), including literature review of current academic and practitioner whitepapers. Lead the development and maintenance of the Strategic Asset Allocation (SAA) for State Farm Advisory Model Portfolios, including research on portfolio optimization, Monte Carlo simulation, factor modeling, return/risk attribution, and current market conditions. Lead the team's proprietary Manager Research and Selection (MR&S) process for Exchange-Traded Funds and Mutual Fund Investment strategies. Manage fund external relationships, attend and summarize quarterly manager calls. Direct the ongoing Portfolio Management by using State Farms investment models, systems and software (i.e. proprietary and 3rd party). Participate in the management of State Farm Model Portfolios. Lead in the generation and maintenance of SFIM investment reports, data sets, performance reporting (i.e. SF models) and broader analytical infrastructure. Develop and execute model portfolio trading and rebalancing rules across State Farm's suite of Advisory model portfolios and provide on-going oversight of the process/execution. Formulates investment outlook, content and advisor/agent education; creating and establishing State Farm's footprint and point-of-view on investing for SF agents and retail customers. Collaborates with team members and internal IPS departments to execute SFIM & IPS publications and collaterals on a periodic (i.e. weekly, monthly, quarterly). Serves as the team's subject matter resource on investment models, systems and software (i.e. proprietary and 3rd party) Ability to manage a team of investment professionals (if assigned). Providing general guidance to junior team members on various projects. Qualifications: Candidates may be considered for either the Associate Portfolio Manager level or the Portfolio Manager level; leveling is determined throughout the interview process. Bachelor's degree or higher, with a completed Bachelor's degree preferred 8+ years of experience in asset management and/or wealth management, focusing on asset allocation, portfolio management, or research 6+ years of direct experience in multi-asset portfolio management, asset allocation, and/or quantitative investment research 6+ years of experience in investment strategy/manager due diligence, open architecture, and oversight of traditional and alternative investment strategies Proficient knowledge and direct experience in at least three of the following areas: strategic/tactical asset allocation formation, capital market assumption development, portfolio optimization methods, factor risk/return modeling, and Monte Carlo simulation. Knowledge of insurance products/industry is a plus. Strong understanding of multi-asset class investing, with hands-on experience and expertise in both top-down and bottom-up investment analysis, including primary research and assessment of third-party analysis. Detailed knowledge of securities, such as stocks, bonds, mutual funds, ETFs, SMAs, alternative investments, and options strategies. Solid understanding of the investment advisory business, including different advisory program types. Previous experience working directly with clients, with strong presentation and writing skills. Self-motivated individual who takes ownership of initiatives and thrives in a dynamic team environment. Progress towards or completion of the CFA charter or a comparable designation. May need to obtain FINRA Series 7 and Series 66, post-hire or in the future. Preferred Qualifications Master's degree in finance, economics, mathematics, financial engineering or a related quantitative field is preferred. 5+ years of direct experience with third-party investment and risk management systems/tools. (i.e. MSCI Barra, Bloomberg, Morningstar Direct, etc). Programming skills desirable: C++, Python, Matlab, etc. Proven ability to develop complex data models in Excel preferred. HYBRID: Qualified candidates should plan to spend time working from home and some time working in the office (Tuesday, Wednesday, Thursday) as part of our hybrid work environment. HUB LOCATION: Dallas/Richardson, TX - Cityline SPONSORSHIP: Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B visa) for this opportunity Potential salary range: $133,500 to $217,000 + Potential yearly incentive pay up to 30% or 40% of base salary Competitive benefits, including: 401k Plan Health Insurance Dental/Vision plans Life Insurance Paid Time Off Annual Merit Increases Tuition Reimbursement Health Initiatives Our Benefits: At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little “You” Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary.
    $133.5k-217k yearly 7d ago
  • Asset Manager

    REO America, Inc. 4.6company rating

    Remote Asset Manager Job

    About the Company Terra Echelon is a group of companies specializing in various aspects of delinquent real property taxes. We provide quality services that enhance the collections and cash flows of taxing authorities while reducing blight in their neighborhoods. Our companies represent the industry best in their respective practices. They are recognized leaders in their industries and strive to maintain and create new best practices. This position will work directly with our REO division, REO America, Inc. REO America is our asset management company. We strive ourselves with a compassionate, yet firm, approach to foreclosures and a focus of adding value to each REO. We go the extra ten miles to thoroughly analyze all reasonable liquidation strategies. Office Location & Schedule This is an in-office position based in Boise, Idaho. Candidates must either currently reside in the Boise area or be willing to relocate within a few months of employment. For those planning to relocate, remote work flexibility may be available during the transition period, with the expectation to be fully efficient and equipped for remote work. This includes having a dedicated home office setup with a reliable computer, high-speed internet, printer, and scanner. Full in-office attendance upon relocation is expected. Office Hours: Monday-Thursday: 8:00 AM - 4:30 PM Friday: 8:30 AM - 3:30 PM About the Job - Asset Manager The Asset Manager is a critical driver in the lifecycle of real estate assets owned by the Company and its clients. This role is responsible for managing the foreclosure process, clearing title issues, overseeing renovations, and executing successful sales strategies. Our Asset Managers serve as the hub of the wheel in each market-bringing together all spokes, including attorneys, real estate agents, contractors, and vendors, to keep operations turning smoothly. They are the central force ensuring seamless communication and execution across every stage of the asset's journey. Success in this role requires deep market knowledge-Asset Managers are expected to be the most informed experts in their assigned territories, with a pulse on local trends, pricing, and buyer behavior. Asset Managers are expected to be the local experts-no one should know the area better. They must be proactive problem-solvers, highly organized, and capable of guiding all involved parties through the Company's processes with clarity and efficiency. Innovation is encouraged. Asset Managers should constantly seek new strategies to market properties, enhance value, and increase profitability. While the role is largely independent, collaboration is key-sharing insights, ideas, and lessons learned to strengthen team performance. They must also be comfortable navigating unique or complex transactions independently, seeking guidance only in exceptional circumstances. The ultimate goal is to drive profitability and timely execution on each deal, while upholding the Company's standards and meeting investor expectations. Primary Job Duties & Responsibilities Manage the foreclosure and title clearing process across multiple portfolios and markets. Build and maintain strong working relationships with attorneys to ensure timely progression through legal stages. Execute and oversee property preservation with both new and existing vendors to maintain asset condition. Prepare, analyze, and recommend disposition strategies using our Exit Strategy methodology. Coordinate with contractors for renovation bids and project management, ensuring completion is on time and within budget. Collaborate with listing agents, and when applicable For Sale by Owner (FSBO) listings, to develop effective marketing strategies. Ensure each property advances through the asset management process promptly, in alignment with our “No Property Left Behind” approach. Stay informed on market conditions, pricing trends, and buyer behavior to guide valuation and strategy decisions. Demonstrate strong communication, organization, and problem-solving skills with the ability to independently manage a high-volume portfolio. Actively contribute to team success by sharing market insights, process improvements, and creative solutions. Qualifications 3+ years of experience in real estate asset management, REO, or related field (foreclosure, title, or acquisitions). Strong understanding of real estate transactions, title review, and property marketing strategies. Proven ability to manage multiple properties across various markets simultaneously and meet goals and deadlines. Experience working with attorneys, realtors, contractors, and third-party vendors. Intermediate to advanced knowledge of construction, including renovation management, budgeting, and contractor oversight Excellent communication and interpersonal skills; able to navigate negotiations and guide stakeholders. Highly organized and detail-oriented with strong follow-through and time management. Ability to think creatively and strategically to maximize asset performance. Comfortable making decisions independently and solving problems with minimal oversight. Proficiency in Microsoft Office Suite with strong Excel skills required. Passionate about the real estate industry. Travel Requirements Asset Managers are expected to occasionally travel to their various markets and occasionally assist with attending auctions. Most travel a few times a year. Benefits Medical, Vision, and Dental benefits available, paid holidays and vacations days, 401k with up to a 3% employer match.
    $60k-85k yearly est. 9d ago
  • Client Portfolio Manager

    Mozaic, LLC 3.6company rating

    Remote Asset Manager Job

    To Apply, please submit your resume to: ********************* CFA REQUIREMENTS: Completion through Level II or III of the Chartered Financial Analyst Certification. The Client Portfolio Manager will have client service and portfolio management responsibility for multiple investment portfolios for several ultra-high net worth client families, and additional responsibility to provide periodic consulting advice to client family members for their respective business ventures. Our client families are active in all types of investments and operate in a fast-paced environment. Work includes managing multiple investment portfolios with multiple family owners, investment operations and money movements, private company investments, direct real estate investments across multiple property types, sophisticated estate planning and income tax strategies, charitable foundations, and sports teams. The Client Portfolio Manager will work and coordinate closely with client family members and their respective teams of in-house and outsourced family office colleagues. This position is located in Beverly Hills, California and is an in-office, non-remote position. It is important that the Client Portfolio Manager functions as a team member who possesses: a scrupulously honest moral character, a true passion for investments, an exceptional intellect, strong analytical skills, a natural curiosity, the ability to think deeply, the ability to serve as a trustworthy thought partner, impeccable attention to detail, exceptional complex project management skills, strong time management skills, great problem-solving skills, the ability to organize an investment response under time pressures, excellent written and oral communication/presentation skills, strong listening skills, excellent relationship management skills, strong understanding of and ability to work within company management hierarchies, emotional intelligence, self-awareness, mature political skills, the ability to “read a room,” empathy and kindness, a professional demeanor and composure, a respect for colleagues and clients, the ability to maintain confidentiality, the ability to have fun, and the desire to work in a team of A-players who work closely with fantastic ultra-high net worth families to make the impossible happen while having a good time. Requirements for this position include a bachelor's degree from a highly ranked university or college, the successful completion through Level II or III of the Chartered Financial Analyst certification, and at least five years of increasingly complex investment management experience in a sophisticated family office environment, private bank investment group, registered investment advisor, sophisticated university endowment, or sophisticated charitable foundation. Specific responsibilities will include, but not be limited to: · Managing multiple client family projects with competing deadlines simultaneously to meet their respective deadlines · Managing and communicating portfolio asset allocation strategy for each investment portfolio according to each portfolio's time horizon, withdrawal needs, and the portfolio owner's risk tolerance · Understanding and managing various trust structures and business entities · Understanding each investment strategy and investment position in every investment portfolio · Managing the appropriate sizing for each investment strategy in every investment portfolio · Staying abreast of the capital markets, their performance, and investment opportunities created by market events · Working with the Chief Executive Officer and the Associate Director, Investments, to establish, manage, and maintain robust, efficient processes for finding, evaluating, and approving new alternative investment strategies and equity and fixed income investment managers/strategies and monitoring/reviewing the performance of all existing investment and investment managers/strategies on a real-time basis · Working with the Managing Director, Operations, managing the “onboarding” of all new investment managers/strategies, which includes meeting investment closing deadlines, ensuring that the investment strategy is presented to all appropriate client families, coordinating document reviews, drafting side letters, and informing the Operations Team of specific timeframes and action items · Performing the business review, and quarterbacking the legal and tax review, for investment agreements (offering memorandums, partnership documents, subscription documents, term sheets, investment agreements, investment guidelines, stock transfer agreements, side letters, custody agreements, etc.) · Establishing, managing, and maintaining an efficient process for evaluating “one-off” public or private stock investments proposed by client families with a particular focus on the risk/reward profile, liquidity, and timing of the proposed investment · Managing foreign currency hedging strategies for client families · Working with our Managing Director and in-house real estate expert to manage directly owned real estate investments for client families · Managing GRAT and estate planning investment strategies for client families, including strategically swapping GRAT assets and using creativity · Managing client family members' lines of credit balances · Managing the monthly performance reporting and quality check process for client family portfolios · Managing the weekly reporting process for client family investments that are monitored on a weekly basis (GRATs, single stock positions, etc.) · Calendaring, drafting and presenting investment management reviews to client family members on a quarterly and as-needed basis · Drafting and distributing investment memos and emails to client family members regarding proposed investments · Managing investment operations for client families in conjunction with the Operations Team, including capital calls, investment distributions, cash withdrawals, and contributions Must be proficient with Microsoft Excel, Word, PowerPoint, and Bloomberg, and comfortable with technology in general. Must also like dogs, since several employees bring their dogs to the office. All-In Compensation range: $150,000 - $225,000 based on qualifications.
    $150k-225k yearly 2d ago
  • Assistant Portfolio Manager - Portland, OR

    Grid Property Management, LLC

    Remote Asset Manager Job

    Assistant Portfolio Manager - Grid Property Management, LLC Who We Are Grid Property Management is a dynamic, fast-growing industrial and residential property management firm with properties spanning the United States. Our portfolio is made up of industrial properties across multiple states and a portfolio of residential properties in the Portland metro area. We're a small, close-knit team that works hard to deliver exceptional customer service to both our tenants and owner clients. We pride ourselves on being no-nonsense and transparent, using clear leases and property management agreements while working diligently to ensure the success of our tenants' homes and businesses as well as our clients' investment properties. The Role We're looking for a system-builder and problem-solver to join one of our two Portfolio Management teams as an Assistant Portfolio Manager (APM). You'll report directly to your team's Portfolio Manager while overseeing administrative assistants and working alongside our Leasing, Maintenance, and Accounting Departments. Every day brings fresh challenges in the world of investment real estate. If you enjoy solving problems, learning, and research, this position is for you. This position will be more focused on the industrial portion of the portfolio but will involve interaction with residential tenants on a daily basis. What You'll Do Turnover Management: Lead unit turnovers by coordinating Grid staff and 3 rd -party maintenance vendors effectively. Project Management: Identify necessary projects across all sites and deliver great customer service through communication with tenants, clients, and vendors. Build vendor relationships across multiple properties and source new vendors when needed. Contract Oversight: Ensure leases and property management agreements are being upheld. Portfolio Management: Work on quarterly inspections, manage lease violations, collect rent, and stay current on Tenant Landlord laws. Assist with financial reporting, budget planning, and variance analysis using AppFolio. Acquisition Support: Help with due diligence for potential acquisitions and smooth onboarding of new commercial sites. Assist with large-scale Capital Expenditure projects. Team Leadership: Manage administrative assistants, providing coaching and implementing tech and AI solutions to streamline processes. What You'll Bring Excellent communication and organizational skills Experience with AppFolio or similar property management software (preferred) Demonstrates strong initiative; identifies tasks independently, researches solutions, and takes action without requiring direction Commercial property management experience (a plus, but not required) Self-motivation and strong critical thinking abilities Strong attention to detail and organization Aptitude for technology and creative problem-solving Perks & Benefits Full-time position (Monday to Friday, 8AM to 5PM PST, with breaks and lunch included) Hybrid Position: After initial training-heavy period, expect to be working from home up to 3+ days per week. Our office is located in the SE Portland Industrial District, with parking provided. 15 days Flex-Time Off 8 paid days off for holidays Health Care including vision and dental A collaborative environment where every day is different Opportunity to grow in the investment real estate field How to Apply Please provide a brief 1-2 minute video explaining your interest in the position. Apply now and join our team!
    $67k-126k yearly est. 3d ago
  • Plant Finance Manager

    Tailored Management 4.2company rating

    Asset Manager Job In Columbus, OH

    Title: Plant Finance Manager Pay: $58-$67/hr. Duration: Long-term contract starting M-F, full-time (40 hours); W2 Health Benefits (medical, dental, & vision) Summary: The Plant Finance Manager is responsible for providing financial support to the manufacturing facility to enhance profitability through detailed understanding and review of plant costs. The Plant Finance Manager will leverage finance tools and processes to drive clarity of results to influence operational leadership. This role will create or sustain a strong controls environment with focus on accurately representing plant costs, assets and liabilities and leverage this strong understanding of the accounting model to create opportunities for cost improvement. Responsibilities Partner with plant leadership in the management of costs and financial decision making Educate and inform plant partners about financial plans and results Utilize financial reporting tools to analyze and communicate costs and related variances vs plan(s) and prior year Build and iterate financial plans with input and alignment from cross-functional partners Create and maintain accurate standard costing including bill of materials as well as labor and production run rates Analyze variances to standard to identify and understand accuracy of the standard as well as efficiency opportunities Prepare and process month end journal entries in accordance with GAAP requirements Accountability of control procedures over accounting and financial activities Drive efforts to identify and execute cost savings opportunities Facilitate development of new products by providing cost estimates and offering alternative ideas improved profitability Qualifications Bachelor's degree in finance, Accounting, or a related field. A master's degree or professional certification (e.g., CMA, CPA) is preferred. Minimum 5 years' finance and/or accounting experience in roles of progressive responsibility, preferably in a manufacturing or plant environment. Strong financial analysis and forecasting skills, with a demonstrated ability to interpret complex financial data and provide actionable insights. Solid knowledge of cost accounting principles, budgeting, and financial reporting. Proficiency in financial software and ERP systems (SAP preferred) and advanced MS Excel skills. Excellent leadership and team management abilities, with a track record of effectively leading and developing finance teams. Exceptional communication and presentation skills, with the ability to convey financial information to non-financial stakeholders. Strong analytical, problem-solving, and decision-making capabilities. Attention to detail and a high level of accuracy in financial analysis and reporting.
    $58-67 hourly 5d ago
  • Accounting Manager

    Motherson Yachiyo AY Manufacturing Ltd.

    Asset Manager Job In Columbus, OH

    Motherson Yachiyo AY Manufacturing, Ltd., a Tier 1 sunroof supplier to the automotive industry, is searching for an experienced Accounting Manager at our Westside Columbus Ohio facility. General Purpose of the Job: This role is responsible for leading all accounting activities including overall financial plans, accounting practices, and compliance to US GAAP, JSOX/SOX. Including but not limited to, GL, AP, fixed assets, budgeting, gap analysis. They will support North American accounting leadership with facility activities to ensure seamless financial consolidation across the group. This person will support all departments by providing proper accounting and budgeting practices. Essential Duties and Responsibilities: Development and implementation of the departmental business plan. Annual budget preparation, reporting and deviation analysis. Prepare. review and report monthly, quarterly and annual financial statements to executive management. Lead quarterly and annual financial audits and annual internal control & business audits. Fixed asset management; additions, disposals, transfers, depreciation, annual fixed asset audit. Monthly and quarterly inventory analysis for financial reporting, including in-transit, adjustments, valuation, shipments, receipts. Develop Labor costing strategy and new model costing Ensure accuracy of sales price entries in CCore. Preparation of Monthly Profit by Model. Develop and support internal controls and process improvements in a manufacturing facility environment Supervise and mentor accounting staff, providing guidance on best practices and professional development Qualifications: Bachelor degree in Accounting, Finance, or a related field or associate degree with five (5) years of related experience and/or training and experience 3-5 years of experience in accounting or finance, in a managerial role. Strong knowledge of GAAP and accounting principles. Excellent communication skills, strong analytical skills, focus on deadlines and detail oriented. Ability to work independently and manage multiple tasks simultaneously. Great Plains and C-Core experience preferred.
    $68k-96k yearly est. 5d ago
  • Accounting Manager

    Vaco By Highspring

    Asset Manager Job In Columbus, OH

    Our client is looking for an Accounting Manager to oversee key financial operations, strengthen internal controls, and develop a high-performing accounting team. This role is ideal for a process-driven leader with a strong general ledger foundation, a track record of mentoring staff, and a strategic mindset focused on continuous improvement. The ideal candidate will have 7 years of experience, including supervisory responsibilities, and thrive in a fast-paced, growing environment. This position offers direct exposure to senior leadership and the opportunity to enhance financial processes within a dynamic corporate structure. Key Responsibilities: Supervise accounting operations, including journal entries, reconciliations, and financial reporting, ensuring accuracy and compliance. Oversee the percentage-of-completion (POC) accounting process, ensuring revenue recognition aligns with company policies. Assist with month-end and year-end closing processes, including coordinating and reviewing physical inventory counts. Guide the financial integration of acquisitions, working cross-functionally to align reporting and controls. Develop and mentor accounting staff, fostering growth, accountability, and continuous learning. Maintain compliance with GAAP, tax requirements, and internal financial policies. Drive efficiencies in financial operations, identifying and implementing process enhancements. Collaborate with internal teams to align financial practices with broader business objectives. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. 7 years of progressive accounting experience, including at least 2 years in a supervisory role. Strong expertise in general ledger accounting, financial reporting, and POC accounting. Experience with business acquisitions, ERP system implementations, and process automation is a plus. Proven ability to train, motivate, and elevate accounting teams. Proficiency in ERP systems and advanced Excel skills. A proactive, solutions-oriented professional eager to drive improvements and add value.
    $68k-96k yearly est. 5d ago
  • Construction Accounting Manager

    Woda Cooper Companies, Inc.

    Asset Manager Job In Columbus, OH

    The Construction Accounting Manager is responsible for overseeing the daily accounting operations, with an emphasis on project billing, compliance reporting, and tax filings. This role serves as a key liaison between accounting, project management, executive leadership, and external partners to ensure accurate financial tracking and adherence to regulatory requirements. The ideal candidate will bring a solid background in construction accounting, strong organizational skills, and the ability to excel in a dynamic, fast-paced environment. Reports To: Construction Controller Duties/Responsibilities: Supervise and support the construction accounting team, providing oversight and mentorship. Manage the accounts payable (AP) process, including determining weekly payment runs and researching/resolving AP issues. Prepare and review monthly AIA billing and support the development company with monthly construction draw process. Prepare contractor cost certifications and other compliance documentation as required. Assist Vista by Viewpoint ERP system troubleshooting and provide user support as needed. Manage and monitor the ERP sync between Vista and Procore, resolving any discrepancies or sync issues. Set up construction projects in Vista, including project budgets and subcontractor schedule of values. Maintain compliance with local, state, and federal reporting requirements, including filing sales and use tax returns. Oversee cash management processes, including bank reconciliations, cash flow forecasting, and monitoring account balances. Assist with external audits, preparing necessary schedules and documentation. Continuously improve accounting processes and implement best practices to enhance accuracy and efficiency. Perform additional accounting and finance-related duties as required. Required Skills and Abilities: Strong understanding of AIA billing, job costing, and construction compliance Proficiency with Vista by Viewpoint and Procore (or similar ERP/project management systems) Knowledge of sales and use tax regulations. Excellent verbal and communication skills. Strong computer skills including Microsoft Office. Ability to make intelligent and quick decisions, working well under pressure, and when faced with unexpected occurrences and delays. Ability to effectively multitask while analyzing and solving problems. Education and Experience: Bachelor's degree in accounting, finance, or related field. Progressive experience in construction accounting Physical Requirements: Must possess a valid driver's license and insurance.
    $68k-96k yearly est. 3d ago
  • Accounting Manager - Automotive Parts Manufacturer (33466)

    Activ8 Recruitment & Solutions

    Asset Manager Job In Columbus, OH

    An international automotive parts manufacturing company is currently seeking an experienced Accounting Manager to join their facility to the Columbus, Ohio area. The ideal candidate will have at least 3 years' finance and leadership experience in a manufacturing environment. This is a full-time and direct hire position. Accounting Manager Responsibilities Include: Overseeing of accounting department and associates Management of accounting functions, including month and year-end reports, payroll, accounts payable / receivable, etc. Creation of monthly and yearly financial reports and statements Coordinate and perform financial audits with internal and external parties Budget development and tracking Observation of company's financial performance and identify areas of improvement Financial / cash flow forecasting Other duties as assigned Accounting Manager Responsibilities Include: Bachelor's degree in Finance, Accounting, or related field preferred Minimum 3 years' experience in accounting and management, preferably in a manufacturing environment High-volume data management and analysis skills Good computer skills and familiarity with Microsoft Office applications Strong communication and leadership ability in a multicultural environment While performing the duties of this job you may be required to intermittently sit, stand, walk, lift up to 25 pounds, lift in excess of 25 pounds with a lift assist, climb stairs, use hands to handle or feel parts/equipment, reach with hands and arms, stoop, kneel, crouch, bend at the waist, talk and hear. You may also be required to use close vision, distance vision, color vision, depth perception, and peripheral vision. Activ8 Recruitment & Solutions / Renaissance Resources Inc. has been a trusted leader in North American recruiting for Japanese businesses for over 25 years. We specialize in connecting top talent with companies in the Automotive, Electronics, Food & Beverage, Logistics, Manufacturing, Oil & Gas, Banking & Finance, and Entertainment industries. Our client-focused approach ensures that we understand your unique needs, whether you're a company seeking skilled professionals or a candidate looking for the right career opportunity. By working closely with each individual, we provide tailored solutions that drive success. We screen ALL Candidates to verify the validity of each applicant's provided information. Upon submitting your resume, we will contact only those candidates that we deem qualified for our client. If we do not contact you, we do not see the fit for the position. If we are unable to reach you in a reasonable timeframe, you will be eliminated from the pool of potential candidates. All offers of employment may be contingent upon successful completion of a background check in compliance with applicable laws. We prioritize direct applicants; third-party resumes may not be reviewed.
    $68k-96k yearly est. 2d ago
  • Accounting Manager

    Ringside Talent

    Asset Manager Job In Columbus, OH

    We are looking for an Accounting Manager to work for our client. The ideal candidate will align with the responsibilities and qualifications outlined below. Responsibilities: Lead month-end reporting requirements, audit requests, and ad-hoc data requests Prepare and review journal entries, review general ledger, complete and review monthly bank and general ledger account reconciliations Manage SOX control documentation for the accounting department, ensuring the design and operating effectiveness of controls to appropriately mitigate material risks. Serve as the functional owner and subject matter expert of the accounting policies. Manage a team of accountants and maximize efficiencies. Ensure compliance with the United States Generally Accepted Accounting Principles (U.S. GAAP). Lead process improvement activities related to all central accounting functions as required, i.e. journal entry automation, creating standard processes, and other finance transformation initiatives Qualifications: Bachelor's degree in Accounting or Finance At least 4 years of related experience Public accounting experience preferred but not required Excellent analytical skills Strong oral and written communications skills
    $68k-96k yearly est. 5d ago
  • Finance Manager

    Fisher Management Partners

    Asset Manager Job In Columbus, OH

    Fisher Management Partners is dedicated to helping clients accelerate growth and drive results that matter. We serve the middle market, and our service lines include: strategy execution, supply chain solutions, finance solutions, customer experience, technology solutions, and people and organizational effectiveness. Our leadership comes from Big 4 consulting backgrounds blended with corporate leadership experience, and our working partner model ensures that our internal team is supported and able to provide the highest quality services to our clients. The Fisher difference is in our innovative approach to problem-solving, dedication to building true relationships with our clients, investment in our team, and commitment to improving communities. We lead with our core values of Integrity, Excellence, Work Life Harmony, Personal Growth, Teamwork, and Camaraderie. If the opportunity to work with a talented team of business professionals on challenging projects excites you, then Fisher may be the perfect next step in your career. Position Overview: We are seeking a highly skilled Finance Manager to provide consulting services to our clients, with expertise in leading and delivering complex finance transformation projects for clients. The ideal candidate will have a strong background in large scale projects, process improvement, and project management within a consulting environment. This role requires strategic leadership, business process acumen, and a strong executive presence and deep expertise in managing steering committees, building consensus, and driving results. The ideal candidate must have the ability to serve as a trusted advisor to clients at all levels. Key Responsibilities: Lead, supervise, and manage complex finance transformation projects, including process, technology and M&A initiatives Lead business process and operational assessments, including documenting existing operations and processes, key client interviews, etc. Gather, analyze, prepare and summarize financial plans, acquisition activity, and transactional data Build business cases, conduct ROI analysis, and develop financial models to support recommendations and solutions for clients Present project updates and recommendations to steering committees or executive leadership Contribute to new business proposals and proposal development Provide thought leadership and creativity to grow our Finance Solutions service line Ability to work independently and manage multiple priorities in a fast-paced environment Qualifications: Experience: 5+ years of client-facing work experience in a consulting role focused on project management, financial transformation, business analysis, and communications for large-scale projects. Consulting Expertise: Proven experience in delivering consulting services to clients, with a strong track record of managing large technology and process change initiatives. Education: Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CPA a bonus. Business Acumen: In-depth understanding of business processes and the ability to integrate solutions with client business goals. Project Management: Strong project management capabilities, able to develop detailed project plans and manage multiple client workstreams while delivering comprehensive status reports. Communication: Exceptional verbal and written communication skills, with experience crafting and executing client-facing communication strategies across various organizational levels. Executive Presence: Demonstrated executive presence and the ability to consult with and influence client leadership teams. Desired Skills: Proven experience planning and managing consulting projects (supervising 2 - 3 people) Demonstrated experience with analytics, process mapping, data visualization and ROI analysis; coupled with an ability to coach and lead others to achieve the same. Prior planning experience for implementations of financial software (ERP or supporting tools), including: design and configuration, data migration and integration, launch and hypercare Must be a confident communicator and presenter, with ability to develop and present compelling management presentations Expert/Artistic proficiency with Microsoft Word, PowerPoint and Excel Design and share complex financial models and analyses Outstanding powerpoint skills Prior hands-on experience with analytical tools such as PowerBI Project management certifications (i.e., PMP) Prior experience with modern data visualization or data analysis tools (i.e., Tableau, PowerBi, Alteryx, etc.) Prior experience with EPM/ERM tools (Anaplan, HFM, Oracle, SAP etc.) Work Location: Home base: Columbus, Ohio Benefits Medical, Dental, and Vision Insurance STD, LTD, and Life Insurance 401k, including a 6% company contribution 25 days of PTO each year 8 paid company holidays Bonus and Sales commission
    $75k-108k yearly est. 5d ago
  • Accounting Operations Manager

    Canadian Solar Inc.

    Remote Asset Manager Job

    At Canadian Solar, our vision is to make lives better by bringing electricity powered by the sun to millions of people worldwide. As a leading manufacturer of solar panels, inverters, and energy storage solutions, we've been an industry front-runner since our founding in 2001. Our commitment to sustainability is reflected in all parts of our organization as we navigate the complexities of a booming industry. Throughout Canadian Solar's subsidiaries, e-Storage, Recurrent Energy, MSS and CSI Solar Co., we invest in our employees' growth. Our training programs and promotional opportunities ensure we all can continue to learn. We understand the importance of work-life balance and provide various flexible work options to support our employees' well-being. Join our team to "Make the Difference" by creating a lasting positive impact on the world and the communities where we operate. Location: Our Walnut Creek, CA office is conveniently located near public transportation (BART), is ideally situated for bicycle commuters, and has an onsite secured parking garage. In addition to regularly catered meals, there are an abundance of eateries in the surrounding area. Employees are required to be in the office 3-4 days per week. Hybrid/flexible schedules available with flexibility to work from home 1-2 days a week. Position Summary: The Accounting Operations Manager will be mainly responsible for overseeing the day-to-day accounting operational activities in Order-to-Cash cycle and Procure-to-pay cycle. You will partner closely with the GL Manager on the monthly accounting closing and support financial statement analysis. This position will also be a process coordinator for various enhancements and will support the Director of Finance & Accounting to review and streamline accounting processes and coordinate with other functions in driving improvements throughout the organization. Responsibilities: Manage and oversee day-to-day accounting operations including billing, AR, AP and expenses, including review of reconciliations performed by the team to ensure timely billing and accuracy of accounts receivable, accounts payable management. Supervise and manager the accounting operations team total of 5 including 2 direct reports, provide guidance, training and support to ensure the achievement of Company's goals and objectives. Support the GL manager as the team executes monthly/quarterly closing procedures, ensure timely completion of accounting closing activities and tasks. Coordinate with Financial Reporting Manager to manage general ledger accounts, support on monthly account reconciliations of relevant accounts. Lead to continuous improvements in the accounting operation, internal controls and processes to mitigate financial risks and further advance in efficiency, use of resources while maintaining a high level of accuracy. Assist Direct of Finance & Accounting to streamline and optimize processes, and coordinate with internal stakeholders to continue automate processes and influence internal operating efficiency. Support Financial Reporting Manger in liaison with internal/external auditors, external CPAs and tax consultants. Coordinate various ad hoc accounting projects, ensuring timely completion and accuracy. Make recommendations to business stakeholders, keen to identify opportunities for improvement and optimization, continue enhance the efficiency of workflows of responsible functions. Provide peer to peer feedback, assist in department training and provide guidance Position Requirements: Bachelor's Degree or higher in Finance or Accounting Minimum of 5+ years of related experience with 2+ years of it being in a supervisory role Big 4, experience in internal controls or internal audit is a plus Solid understanding of accounting operation processes High level of professionalism, results oriented, organized, highly motivated and detailed. Ability to communicate clearly and concisely; multi-task and strong analytical skills. Computer literacy, excellent abilities with Microsoft Word, Excel and PowerPoint. Strong time management and leadership skills with a dedication to driving and achieving results Experience with ERP system, SAP is preferred Compensation & Benefits Canadian Solar offers a competitive salary plus fully comprehensive benefits and performance bonus package based on an annual objective achievement. Our generous benefits package includes a 401(k) Retirement Plan, medical/dental/life/disability program, PTO and sick days. The pay range for this position is $110,000 - 140,000 USD. This range represents annual base salary only, without regard to location, and does not include bonus or other incentives or benefits that may apply. The pay range for this role is subject to change. Canadian Solar Inc. is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status.
    $110k-140k yearly 5d ago
  • Accounting Manager

    Alliance Resource Group 4.5company rating

    Remote Asset Manager Job

    To apply directly, please email your resume to Brad at "BChamberlin@AllianceResourceGroup.com". Please DO NOT APPLY DIRECTLY TO THE POSTING! Your Background: You bring 4-7+ years of experience in full-charge accounting with a track record of applying GAAP principles and practices to review, analyze, and streamline current processes. You hold yourself to a high standard of work quality, accuracy, and consistently meet timelines. Advanced Excel Formulas is your favorite fun side hobby, and you love a good deep-dive analysis. You're passionate about numbers and engage actively with leadership to provide meaningful insight. You're always looking for ways to maximize your impact and contribute to the company. And in maintaining our values, you demonstrate an unwavering commitment to achieving your goals. What You Would Do: Own all aspects of our Accounting function, including day-to-day accounting and finance functions Serve as a strategic partner across to enhance capabilities and effectiveness across our business Independently maintain the general ledger and GAAP financial statements; develop and strengthen internal processes and controls to adhere to compliance Complete weekly client billing and invoicing, refine existing process, and maintain customer KPI's Own and execute the monthly accounting close process, including account reconciliations, payroll and commission accruals, prepaid amortization, and depreciation expenses Manage A/R collection efforts and customer inquiries; access various external customer portals and factor portals to comply with invoicing requirements Partner with third-party factoring firm to provide remittance details and ensure payments are applied timely; conduct further investigation as needed for short-paid invoices Prepare and present monthly financial analysis to Executive Leadership Prepare sales reporting and track average consultant headcount Lead the annual budgeting and forecasting process and collaborate with leadership on organizational goals Update forecast weekly with actuals and track monthly expenditures against budget Work in tandem with Executive Leadership to forecast long-term planning goals Perform quarterly reforecast process Complete year-end financial reporting, annual audits (401k & HSA), tax supporting schedules, and 1099 reporting Partner with third-party CPA firm for federal and state tax deadline compliance, including timely quarterly and annual estimated tax payments Work toward preparing the organization for first financial review report by external CPA firm Own all accounting systems and future system transitions Experience and Attributes: 7+ years of full-charge accounting operations and GL experience with increasing responsibility, people leadership experience is a plus but not required Bachelor's degree in accounting or finance preferred Excellent working knowledge of Generally Accepted Accounting Principles (GAAP) and accounting principles and procedures Consultative approach with excellent business and financial acumen; ability to gather requirements and align on success criteria with leadership Proven expertise supporting multi-state businesses and California-based businesses Demonstrated ability to retrieve and analyze financial data to produce and present comprehensive reports Aptitude for process development and continuous improvement Strong written and verbal communication skills and the ability to build relationships with our internal team as well as clients Advanced skills in accounting software (QuickBooks Online or similar) Expert in MS office, specifically Excel (V-lookups, X-Lookups, Pivot Tables, advanced formulas, etc.) Word, Outlook, report creation and formatting, data analysis Bonus: Previous experience with Power BI and/or Tableau or an aptitude and desire to learn data visualization tools Benefits We Offer: Team centric work environment where success is celebrated - big or small! Remote work model Unlimited Paid Time Off...yes, you read that right! Company subsidized Health, Dental, and Vision insurance HSA Plan 401k plan Ongoing personal and professional development Team reward trips, holiday parties, and other bonus perks aligned to company goals
    $77k-108k yearly est. 5d ago
  • Private Equity Fund Accounting Manager - remote

    Atlas Search 4.1company rating

    Remote Asset Manager Job

    Publicly Traded Fund Admin is hiring a Private Equity Fund Accounting Manager / VP: The vice president will be responsible for a broad spectrum of financial and accounting matters affecting our Private Equity clients. Vice presidents should have a strong background in accounting for alternative investment funds, with a focus on private equity, proven client management skills, and the ability to manage and lead a team in monitoring client deliverables and meeting deadlines. Additionally, the vice president is responsible for exercising sound judgment regarding the proper application of accounting principles to complex transactions. * Manage multiple fund relationships, including scheduling and meeting all client deliverables * Maintain/manage client expectations and coordinate deliverables timelines with staff * Demonstrate strong knowledge of accounting, specifically with respect to alternative investment funds, with a focus on private equity funds * Participate in new business discussions with prospects and existing clients * Prepare and maintain goals and career development plans for all direct reports * Prepare semiannual performance appraisals and discussions for all direct reports * Provide guidance and direction to staff on all technical and client-service-related topics * Review fund governing documents, offering documents, subscription documents, side letters, and investment management agreements, in order to ensure proper application of fund terms * Review all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc. * Review work paper files for accuracy and completeness, including capital activity, investment activity, income and expense accruals, valuation adjustments, etc. * Review management fee calculations, including offsetable amounts, management fee waiver contributions, etc. * Review investor allocations and capital account statements * Review capital call and distribution calculations, sources/uses of cash, allocations, and investor notices * Create, maintain, and/or review distribution waterfall (carried interest) models, in keeping with the applicable fund terms * Prepare and/or review financial statements, notes disclosures, and supporting schedules * Develop/maintain robust review procedures around deliverables * Manage the year-end audit process, in collaboration with the client and auditors * Where applicable, support the tax team with information to prepare tax compliance/reports * Help develop and support targeted, continuing education for all direct reports * Support corporate goals and business/departmental initiatives *About the Recruiter:* My name is William Fine. I am a Partner at Atlas Search. Little background information on me: I began my career at KPMG back in 2010 as an external auditor and then I transitioned into recruiting in 2013. **************************************** #INDEEDAF Job Type: Full-time Pay: $120,000.00 - $150,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Physical Setting: * Office Schedule: * Monday to Friday Supplemental Pay: * Bonus opportunities Work Location: Remote
    $120k-150k yearly 60d+ ago
  • Accounting Manager (Remote)

    Accruepartners 4.2company rating

    Remote Asset Manager Job

    WHO OUR CLIENT IS Company confidential WHY YOU SHOULD CONSIDER THIS OPPORTUNITY Expansion-driven role with high visibility to leadership and long-term growth potential. Strong employee-first culture that values and appreciates its people. Competitive compensation, benefits, and bonus structure. Why the Role Is Important: Oversight of Financial Operations: Lead and manage the day-to-day operations of the Accounts Payable and Accounts Receivable teams, ensuring accurate and timely processing of invoices, payments, cash applications, and reconciliations. Process Improvement and Efficiency: Identify and implement best practices and process improvements in financial operations to enhance efficiency, reduce cycle times, and minimize errors in AP, AR, and corporate credit card transactions. Compliance and Controls: Ensure adherence to financial policies and regulatory compliance across all shared services functions by developing and maintaining internal controls, procedures, and documentation. Team Leadership and Development: Recruit, train, and mentor a high-performing team, fostering a collaborative environment that encourages professional development, accountability, and continuous improvement. Stakeholder Collaboration and Reporting: Collaborate with cross-functional teams and business units to address financial inquiries, resolve discrepancies, and provide regular reporting and insights on AP, AR, and corporate credit card performance to senior management. Background That Fits: Bachelor's degree in finance, accounting, or a related field. Communication skills: The ability to communicate complex financial concepts and transactions clearly, both verbally and in writing. This includes creating written reports and communicating with employees and senior management. Accounting experience: A good understanding of Accounts Payable, Accounts Receivables, and Credit card processes. Prior experience: At least five years of transformational leadership experience in Accounts Payable, Accounts Receivables, and Credit card processes. Quantitative skills: Strong mathematics, accounting, and data analysis skills
    $66k-86k yearly est. 5d ago
  • Technical Accounting Manager

    Harmonia Holdings Group, LLC 4.3company rating

    Remote Asset Manager Job

    Harmonia Holdings Group, LLC seeks a seasoned and adaptable Director of Technical Accounting with specialized experience in the Government Contracting industry. This role is perfect for a technical accounting expert capable of scaling with a mid-sized company that is growing both organically and through mergers & acquisitions (M&A). The ideal candidate will bring deep knowledge of GAAP, particularly in the areas of M&A and Purchase Price Accounting, including ASC 842, ASC 805, ASC 606, and ASC 360. As Director of Technical Accounting, you will oversee technical accounting assessments, provide strategic guidance on complex transactions, manage new accounting standards implementations, and draft critical footnote disclosures for external reporting. This position requires a high degree of agility in a fast-paced, growing environment, coupled with the ability to manage and implement best practices for accounting controls. The role is based in Tysons Corner, Virginia, with a hybrid work-from-home and office model. The Director of Technical Accounting will report directly to the Vice President, Controller. Key Qualifications: · 10+ years of experience in the Government Contracting industry, with a focus on technical accounting. · 6+ years in a Big Four or Mid-Tier public accounting firm, preferably within Assurance and Technical Reporting services. · CPA designation required. · Bachelor's degree in Accounting, Finance, or a related business discipline. · Expertise in GAAP, including ASC 842, ASC 805, ASC 606, and ASC 360. · Extensive experience supporting M&A transactions, including the technical accounting documentation and processes involved. · Strong proficiency in technical finance, valuation, and business matters. · Exceptional communication skills-both verbal and written-with an ability to interact with senior executives, cross-functional teams, and external stakeholders. · Proven ability to multitask, prioritize, and navigate fast-paced, unstructured environments. · Self-starter with a results-oriented, highly organized approach and a keen sense of urgency. · Strong working knowledge of Excel and PowerPoint. Key Responsibilities: · Lead and manage technical accounting assessments and provide high-level guidance on complex transactions to senior management and key stakeholders. · Oversee the implementation of new accounting standards, ensuring compliance and effective execution. · Draft new footnote disclosures and manage the external reporting process for the organization. · Ensure appropriate accounting control procedures are in place and maintained for all relevant process areas. · Lead M&A technical accounting assessments, collaborating with internal teams and third-party specialists to determine accurate accounting treatment. This includes reviewing net working capital, validating closing balance sheets, and preparing purchase accounting journal entries. · Provide detailed technical guidance for M&A activities, particularly in the areas of ASC 842, ASC 805, ASC 606, and ASC 360. · Develop and continuously improve a post-merger integration playbook with repeatable processes based on lessons learned from previous M&A activities. · Conduct technical accounting research and prepare memos on non-routine transactions, including revenue recognition, stock-based compensation, and other technical topics. · Contribute to the development of accounting policies, processes, and internal controls, ensuring alignment with US GAAP. · Support month-end, quarter-end, and year-end closing processes, including technical accounting areas, footnote disclosures, and audit-related tasks. · Participate in internal and external audits, conducting walkthroughs and managing audit requests related to control narratives and tests. · Provide ad-hoc technical accounting guidance and collaborate with the finance, legal, and operations teams on internal inquiries. · Prepare monthly journal entries and reconciliations related to technical accounting matters. · Stay abreast of emerging accounting standards, evaluate their potential impact on the organization, and ensure timely adoption and disclosure. Why Harmonia Holdings Group? · Growth-Oriented Environment: Thrive in a dynamic, fast-paced, and growing company. · Impactful Role: Play a key role in shaping the technical accounting landscape for a company undergoing organic growth and M&A. · Hybrid Flexibility: Enjoy a hybrid work model offering a blend of remote and office-based work. · Leadership Opportunity: Lead a high-functioning team and collaborate directly with senior management.
    $56k-81k yearly est. 5d ago
  • Cost Manager

    The Planet Forward 4.1company rating

    Asset Manager Job In Jeffersonville, OH

    Senior CSA Cost Manager - Jeffersonville, OH - 632686 We are currently hiring a CSA (Civil/Structural/Architectural) Cost Manager to support a major battery manufacturing facility construction project in Jeffersonville, OH. This role requires a strong background in cost control and commercial management within large-scale industrial or mission-critical environments such as battery plants, semiconductors, data centers, or similar facilities. Local candidates only. No relocation, per diem, or sponsorship is available. Minimum 7 years of relevant experience strongly desired. Why This Role? This is a key opportunity to be part of a high-impact, fast-growing sector. You'll contribute to a complex, high-value industrial project, working with top-tier contractors and internal teams to drive cost performance, procurement, and contract management on site. Key Responsibilities: Prepare and issue regular cost reports to project and client stakeholders. Monitor and update project cash flow forecasts in alignment with construction progress. Review and manage change orders through the client's approval workflow. Ensure accurate and timely invoice processing in coordination with the cost team. Provide procurement support including bid analysis and RFP preparation for construction and engineering services. Monitor subcontractor buyouts and procurement performance. Lead bi-weekly cost meetings with contractors and engineering teams. Contribute cost data to value engineering discussions and alternatives. Perform periodic earned value analysis to track project performance. Review and manage contractor close-out processes to ensure contractual compliance. Support the client in handling legal or financial issues tied to contractor performance or lien disputes, as needed. Perform other project-related duties as assigned. Qualifications: Bachelor's degree in Construction Management, Quantity Surveying, or related discipline. 7+ years of experience in construction cost management, preferably within CSA scope on heavy industrial/commercial projects. Experience with Primavera P6 or Microsoft Project. Strong understanding of construction contracts (AIA, lien management, etc.). Excellent communication, analytical, and presentation skills. Advanced knowledge of Microsoft Office Suite, Adobe Acrobat, and project management tools.
    $75k-100k yearly est. 7d ago
  • Accounting & Operations Manager

    Greater Oshkosh Economic Development Corp 2.6company rating

    Remote Asset Manager Job

    Make an impact with your skills. Greater Oshkosh EDC is seeking a detail-oriented, mission-driven accounting & operations professional to support our nonprofit's day-to-day financial and administrative functions. This is a part-time, flexible opportunity for someone who thrives in a dynamic, community-focused environment and enjoys working both independently and collaboratively. Accounting & Operations Manager Job Description Hours: Approximately 20 hours per week Compensation: $22 - $26 hourly The Accounting & Operations Manager will provide support services for the non-profit organization, including administrative, accounting, and analysis. The job covers tasks supporting the organization's operations, goals and objectives. This position is a member of the GO-EDC team reporting to the President/CEO. Essential Responsibilities: This list of responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as agreed upon. General Accounting Responsibilities Day-to-day activities of bank deposits, cash management, general ledger entries, accounts payable and accounts receivable including client loan payments and amortization schedules. Process Bi-weekly Payroll. Complete Month-End Preparations including journal entries, bank and credit card reconciliation. Assist with year-end audits, budgeting/forecasting, and preparation of organizational 1099s. Administrative Duties Scheduling; managing calendars, booking appointments, and planning meetings. Correspondence; newsletters, emails, and occasional mass mailings. Database development, entry, and updates. Assist in reporting requirements for grants or programs. Prepare agenda, materials, and minutes for committee meetings as available. Attend scheduled internal and external meetings as needed. Order office supplies and manage inventory. Skills/Qualifications: Organized and self-motivated. Ability to communicate with clients, vendors and co-workers professionally. Creative thinking and problem solving. Understands the importance of confidentiality. Familiarity with Microsoft Office products and online tools Employment Requirements: Bachelor's or associate's degree in business administration or similar field Knowledge of or proficiency with QuickBooks or other accounting software preferred Great at working independently while also working well with a small team Employment Type: Part-Time Flexible daytime schedule (Monday-Friday) Business casual attire Hybrid work option: Work from home 1-2 days per week. Hiring immediately To apply, please send your resume, cover letter, and three references to Tricia Rathermel at ***********************************. We look forward to learning how your skills and experience can help support our growing impact in the Greater Oshkosh area.
    $22-26 hourly 1d ago

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