Manager, Portfolio Optimization
2 months ago
- Acting with integrity. Our client believes in always doing the right thing for its customers, employees, and community.
- Embracing diversity. Our client encourages and supports an inclusive and diverse culture where its employees are valued and empowered.
- Providing quality customer service. Our client understands the needs of its customers and is committed to providing dependable quality service.
- Operating as One Team. Our client commits to operating as One Team focusing on the needs of its customers and the overall success of the Company as a whole.
- Striving for continuous improvement. Our client strives to be better today than it was yesterday.
- Understand and validate positions from internal deal capture process by working with Sales, Supply, IT and Risk
- Execute financial market products to manage both outright and basis positions.
- Adhere to Value at Risk (VaR) and corporate Risk Policy
- Maintain a strong knowledge of Our client’s deal entry and risk systems.
- Set proper liquidity and risk premiums to support pricing.
- Work together with the organization to properly model and forecast forward value and exposure.
- As required, with sales provide input into unique deal structures.
- Develop tactics to manage term volume shape, market size differences and liquidity challenges.
- Work with physical traders to understand the influence of existing assets and physical supply on term price risk and position management.
- Identify extrinsic or non-linear risk that could be further optimized.
- Apply alternative hedging techniques as needed.
- Foster opportunities between operating groups and make sure deal flow aligns.
- Organize data and analysis that impacts liquid term (inside 2 years) including items that influence price sentiment.
- Build material for the medium-term outlook (> 5 years), including natural gas infrastructure changes and impact of larger directional themes.
- Provide quantitative support as required for the fundamental work, including tools that are useful to both Sales and Supply.
- Develop fundamental analysis that allows for better decision-making in optimization.
- Develop team direction, manage priorities and set proper targets.
- Strengthen the team through performance management, employee engagement and development.
- Communicates clearly, effectively, timely, and persuasively, with both verbal and written communications. Possesses strong presentation skills.
- Exercises discretion, tact, and good judgment in dealing with internal and external stakeholders.
- Cultivates relationships, collaborates across boundaries, consistently demonstrates respect for all individuals, and shares information proactively to achieve goals while being fair to others.
- Works well with a variety of personality types.
- Fosters and participates successfully in a team-based environment to accomplish assignments and produce results through others while maintaining a high level of morale.
- Conducts effective meetings, including setting an effective agenda, facilitating discussion, developing consensus, and securing agreement.
- Applies basic project management skills to manage multiple projects, priorities, and deadlines.
- Adheres to company values, makes informed decisions, follows procedures, and complies with applicable laws and regulations and company policies.
- Makes sound decisions and solves problems with logical solutions by applying knowledge, skills, and experience.
- Works with confidential information, materials, and files in an appropriate, professional, and discrete manner.
- Able to function innovatively, including being receptive to new ideas, approaches, and processes.
- Able to make decisions in a timely and effective manner.
- Able to work with close attention to detail, in a highly accurate manner, to produce complete and timely work.
- Able to adapt quickly to changing demands and to demonstrate flexibility in the face of change or uncertainty.
- Able to motivate self to accomplish projects and achieve goals with minimal supervision, including self-directed learning.
- Must be able to successfully engage multiple stakeholders, including the senior leadership, supply, sales, finance, accounting and financial operations teams – gaining support for efficient processes and teamwork.
- Requires a bachelor’s degree in accounting, economics, finance, or business from an accredited college or university OR a combination of education and experience providing equivalent or related knowledge. (Experience in lieu of education is in addition to the Experience requirement.)
- 10 years of experience in the energy industry with at least 5 in a financial trading role and 2 years managing people
- Understanding of clearing mechanisms and working with a Financial Clearing Member
- Experience working with large amounts of data and able to use software tools to help analyze data.
- Knowledge of derivatives, futures and different natural gas commodity products
- Strong understanding of the energy industry and drivers of commodity prices
- Able to demonstrate in-depth knowledge of risk management tools, demonstrated analytical and financial skills and ability to develop, as well as tactically execute, business strategies.
- Experience coaching, developing and managing a team of professionals.
- Able to reach, grasp and move items.
- Able to sit, stand or walk for extended periods.
- Able to speak, read and understand the English language.
- Ability to work in a fast-paced office environment with deadlines that may require more than a 40-hours as required.
- Able to work indoors, in an office environment, regardless of whether open office, cubicle, or private office.
- Able to travel regularly, possibly overnight, to attend meetings and/or conferences.
-
Investment Portfolio Manager
2 days ago
Houston, Texas, United States BOK Financial Full timeAbout the Role:The Investment Manager III is a key position within our organization, responsible for managing complex investment portfolios for fiduciary accounts and investment agency relationships. This role requires a high level of expertise in investment management, as well as strong communication and relationship-building skills.Key...
-
Space Optimization Manager
1 week ago
Houston, Texas, United States Coca-Cola Southwest Beverages Full timePosition Overview:The Space Planning Manager plays a pivotal role in crafting category space layouts and merchandising protocols for Coca-Cola Southwest Beverages. This position is essential for delivering optimal shelf management for clients by designing layouts that align with strategic channel objectives and product portfolio insights, aimed at fostering...
-
Portfolio Investment Manager
1 week ago
Houston, Texas, United States BOK Financial Full timeJob OverviewThe Investment Manager is responsible for overseeing investment portfolios in accordance with established corporate policies, utilizing a pre-approved list of strategies sanctioned by the BOKF Investment Committee. This role involves collaboration with Wealth Advisors and/or Trust Officers, as well as direct engagement with clients to formulate...
-
Product Portfolio Manager
1 week ago
Houston, Texas, United States Mexcor of Texas Full timeJob DescriptionAbout Mexcor of TexasAt Mexcor of Texas, we foster a culture of collaboration and growth, offering remarkable career opportunities within a leading organization that values its workforce and invests in cutting-edge technology. With over a century of experience in the alcohol distribution sector, we pride ourselves on our commitment to...
-
Data Scientist
6 days ago
houston, United States Harnham Full timeTitle: Data Scientist - OptimizationLocation: Houston, TX 77077 - Onsite 4 days per week.Overview of Role:As an Optimization Data Scientist, you will be responsible for driving the development and implementation of models and algorithms to solve complex business problems. This role involves translating innovative ideas into practical solutions using...
-
Data Scientist
3 months ago
Houston, United States Harnham Full timeTitle: Data Scientist - OptimizationLocation: Houston, TX 77077 - Onsite 4 days per week.Overview of Role:As an Optimization Data Scientist, you will be responsible for driving the development and implementation of models and algorithms to solve complex business problems. This role involves translating innovative ideas into practical solutions using...
-
Data Scientist
3 months ago
Houston, United States Harnham Full timeTitle: Data Scientist - OptimizationLocation: Houston, TX 77077 - Onsite 4 days per week.Overview of Role:As an Optimization Data Scientist, you will be responsible for driving the development and implementation of models and algorithms to solve complex business problems. This role involves translating innovative ideas into practical solutions using...
-
Retail Power Portfolio Management Expert
1 week ago
Houston, Texas, United States Engie Full timePosition OverviewAs a Senior Advisor for Retail Power Portfolio Management, you will play a pivotal role in driving profitability through retail contract sales, particularly within deregulated power markets. Your primary responsibility will be to manage the Profit & Loss (P&L) of your retail power portfolio, ensuring thorough analysis of delivery month...
-
Portfolio Management Associate
2 days ago
Houston, Texas, United States CBRE Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Associate to join our team at CBRE. As a key member of our team, you will be responsible for providing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans.Key ResponsibilitiesConduct research and financial analysis of...
-
Portfolio Manager III
3 months ago
Houston, United States Linscomb Wealth Full timePosition Title:Portfolio Manager IIIReports To:Chief Investment OfficerFLSA Status: ExemptDepartment:InvestmentsSummary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining investment models, rebalancing...
-
Portfolio Manager III
6 days ago
Houston, United States Linscomb Wealth Full timePosition Title:Portfolio Manager IIIReports To:Chief Investment OfficerFLSA Status: ExemptDepartment:Investments Location:Houston, TX OR Atlanta, GASummary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining...
-
Senior Portfolio Manager
9 hours ago
Houston, United States Fifth Third Bank, N.A. Full timeFifth Third Bank, N.A. Senior Portfolio Manager - Houston, Texas We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is a key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be...
-
Executive Portfolio Manager
4 days ago
Houston, Texas, United States Lillibridge Full timeExecutive Portfolio ManagerThe Executive Portfolio Manager is responsible for the day-to-day management of a portfolio of on and off campus medical office buildings.This position reports to a Regional Director and is considered the point person in their respective market, responsible for understanding the overall market and sub-market conditions and how they...
-
Senior Portfolio Manager
2 months ago
Houston, United States Airswift Full timeTechnology and Innovation (T&I) Portfolio LeadSchedule: 40 hours/week, requires 3 days in the office/weekDuration: Expected to be between 6-9 months from start dateLocation: Houston, TXBenefits: Medical, Dental, Vision, Life Insurance, Long-term Disability, 401KOverviewAre you ready to spearhead innovation in the energy sector? We are in search of a dynamic...
-
Senior Portfolio Manager
2 months ago
Houston, United States Airswift Full timeTechnology and Innovation (T&I) Portfolio LeadSchedule: 40 hours/week, requires 3 days in the office/weekDuration: Expected to be between 6-9 months from start dateLocation: Houston, TXBenefits: Medical, Dental, Vision, Life Insurance, Long-term Disability, 401KOverviewAre you ready to spearhead innovation in the energy sector? We are in search of a dynamic...
-
Assistant Portfolio Manager
4 weeks ago
Houston, United States Invitation Homes Full timeWho We Are Invitation Homes is a team of more than 1,400 associates who come from all walks of life. We call different communities "home." But our shared values bind us together. Invitation Homes is a place where possibility lives. The market teams include our Leasing, Property Management and Rehab, Turns & Maintenance professionals. Together, our dedicated...
-
Credit Portfolio Manager
2 months ago
Houston, United States Professional Alternatives Full timeCredit Portfolio Manager – Oils portfolios (Houston, TX – local candidates only) Responsible for approval and administration of credit to a group of assigned accounts. Assists Credit leadership in his/her respective duties through recommendations involving procedures and standards. Minimum Qualifications Degree: Bachelor’s Degree. 3 years. High level...
-
Houston, Texas, United States Engie Full timePosition OverviewAs a Senior Advisor for Retail Power Portfolio Management, you will play a pivotal role in ensuring the profitability of our retail energy contracts. Your primary focus will be on the deregulated power markets, specifically within the PJM and MISO regions. You will take full ownership of the Profit & Loss (P&L) for your retail power...
-
Assistant Portfolio Manager
2 months ago
Houston, United States Invitation Homes Full timeWho We Are Invitation Homes is a team of more than 1,400 associates who come from all walks of life. We call different communities "home." But our shared values bind us together. Invitation Homes is a place where possibility lives. The market teams include our Leasing, Property Management and Rehab, Turns & Maintenance professionals. Together, our dedicated...
-
Portfolio Manager III
2 months ago
Houston, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...