Portfolio Management Vice President
20 hours ago
Portfolio Company Relationship Management
- Collaborate with Underwriting Managing Directors in managing portfolio company relationships and being responsive to portfolio company requests
- Actively participate in meetings and calls with company management, as well as board meetings (including in-person travel where relevant) to drive performance insights
- Proactively generate value-add ideas such as customer / acquisition introductions, security repricing and capital structure optimization based on credit performance, KPI trendlines, capital markets and macroeconomic factors
Portfolio Financing and Amendment Support
- Apply operating and financial skills to successfully effectuate improvement or drive turnaround strategies at stressed portfolio companies
- Lead drafting and presentation of internal amendment and financing memoranda for relevant approvals from Chief Credit Officer and Investment Committee
- Manage credit agreement amendment processes, (including equity and purchase legal documentation where relevant) and portfolio company / sponsor negotiations
- Building and maintaining dynamic, 3-statement LBO Excel models featuring detailed revenue and cost drivers and case-sensitivity toggles
Internal Reporting
- Maintain historical portfolio company financial, capital structure and qualitative attributes in firm data management platforms (S&P Global iLEVEL and WSO)
- Oversee the preparation of quarterly credit reviews and semi-annual private equity operating reviews and analysis of portfolio company financial statements
- Provide data and insight for internal valuation process for securities in monitored investments, collaborating closely with the valuation team
- Contribute to the development of a best-in-class portfolio management platform, fully integrating key systems and empowering the development of insights into the portfolio companies
- 6+ years of relevant experience at a private equity or private credit firm within the portfolio management group, a restructuring advisory firm, or a bank workout group
- Onsite experience at portfolio or client companies
- Proven track record in managing legal documentation processes within a private asset management firm
- Excellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and priorities
- Strong communication skills (verbal, written, and interpersonal), with the ability to collaborate across teams and levels
- Board and governance experience a plus
- Advanced proficiency in Microsoft Excel and other financial modeling tools
Timing: Immediate
Location: Based in Tampa, FL
Compensation: Base, bonus, and equity package within a heavily aligned organizational culture
#J-18808-Ljbffr-
Orlando, Florida, United States University of Central Florida Full timeAbout the Position:The Associate Vice President, Intellectual Property Management role serves as a strategic leader in the University's Office of Technology Transfer. This position is responsible for managing the day-to-day operations of technology commercialization, supervising licensing and operations staff, and providing oversight and guidance on...
-
Vice President
16 hours ago
Orlando, United States Thrivent Financial Full timeArea Vice President - Southeast AtlanticApply locations: NC – Raleigh/Cary Metro, FL - OrlandoTime type: Full timePosted on: Posted 2 Days AgoJob requisition id: REQ-40778Thrivent’s Purpose: We believe humanity thrives when people make the most of all they’ve been given.Thrivent’s Promise: We help people achieve financial clarity, enabling lives full...
-
Vice President of Operations
23 hours ago
Orlando, United States The RLP Group Full timeJob DescriptionJob DescriptionVice President of OperationsThe Vice President is responsible for operational efficiency across the company to ensure that budget targets are met and that operations are being executed in an efficient and profitable manner. The VP must be tech and systems savvy, and highly skilled in financial acumen, data analysis, and driving...
-
Vice President of Commercial Roofing
24 hours ago
Orlando, United States Gryphon Oakwood Full timeVice President of Commercial Roofing - Orlando, FloridaGryphon Oakwood are partnered on an exciting opportunity for a Vice President of Commercial Roofing. This individual will be responsible for managing all division operations including business development, customer relationships, project management and administration. The Vice President is also...
-
Executive Vice President
6 days ago
Orlando, Florida, United States Metric Geo Full timeLand Acquisition at Metric GeoMetric Geo's Land Acquisition Department is responsible for identifying and acquiring suitable land for single-family homes, townhomes, and other developments. With a pipeline of 1,200 lots, the department actively sells land for multifamily, commercial, and residential developments to top builders and commercial entities.Job...
-
Executive Vice President
4 days ago
Orlando, Florida, United States MarcJax Full timeWhy Join Us?We believe in fostering a culture that values people, pride in work, pioneering spirit, persevering attitude, and a profitable approach. Our core values and culture pillars serve as the foundation for our decision-making processes and guide us in creating an inclusive environment for all employees.As the Vice President of Operations, you will...
-
Orlando, United States Mill Creek Residential Full timeAt Mill Creek Residential we are committed to building a diverse, equitable and inclusive workplace where our associates can grow and bring their whole selves to work. This starts with our recruiting and hiring process. We want you to know that we encourage you to apply if this job excites you, even if you don’t meet 100% of the requirements. You may just...
-
Orlando, United States Mill Creek Residential Full timeAt Mill Creek Residential we are committed to building a diverse, equitable and inclusive workplace where our associates can grow and bring their whole selves to work. This starts with our recruiting and hiring process. We want you to know that we encourage you to apply if this job excites you, even if you don’t meet 100% of the requirements. You may just...
-
Vice President Risk
2 days ago
Orlando, United States The Service Companies Full timeJob Title: Vice President, Risk & SafetyPosition Location: Hybrid, South FloridaAbout the Service Companies:The Service Companies (TSC) is the premier service provider to the hospitality, gaming, healthcare, education, and corporate catering industries. With over 4,500 team members serving 750 locations across 39 states, TSC is dedicated to delivering...
-
Vice President Risk
24 hours ago
Orlando, United States The Service Companies Full timeJob Title: Vice President, Risk & SafetyPosition Location: Hybrid, South FloridaAbout the Service Companies:The Service Companies (TSC) is the premier service provider to the hospitality, gaming, healthcare, education, and corporate catering industries. With over 4,500 team members serving 750 locations across 39 states, TSC is dedicated to delivering...
-
Community Association Manager
7 days ago
Orlando, United States Leland Management Full timeJob Type Full-time Description Join our Team! Leland Management is seeking an experience Portfolio Community Association Manager in the Orlando, FL area. Join our team to learn why the Orlando Business Journal has named us one of Central Florida's Best Places to Work for 14 consecutive years, including winning first place in our category for 2021! The...
-
Portfolio Manager
3 days ago
Orlando, Florida, United States FirstService Residential Full timeJob SummaryThe Licensed Community Association Manager is responsible for managing a multi-site portfolio of community associations, including HOAs, condominiums, and commercial associations. This role requires strong leadership skills, attention to detail, and the ability to work independently with minimal supervision.Duties and ResponsibilitiesOversee daily...
-
IT Innovation Portfolio Manager
23 hours ago
Orlando, United States Signature Aviation Full timeJob Description We are seeking a forward-thinking and detail-oriented IT Innovation Portfolio Manager to lead the management of our technology innovation portfolio. This role is responsible for defining and maintaining roadmaps for IT innovation initiatives, establishing governance structures, and ensuring alignment with organizational objectives. The ideal...
-
Portfolio Manager
4 days ago
Orlando, Florida, United States Birchstone Full timeAbout the RoleThe Regional Manager is responsible for overseeing the financial, administrative, and maintenance operations of Birchstone communities within their assigned region.Key responsibilities include managing a multi-community portfolio, ensuring company standards and values are upheld, and delivering exemplary customer service.This role requires...
-
Financial Portfolio Manager
6 days ago
Orlando, Florida, United States IntePros Full timeAt IntePros, we are seeking a highly skilled Financial Portfolio Manager to proactively manage customer accounts receivable portfolios. The ideal candidate will have strong analytical skills to resolve billing issues, reduce delinquency, and minimize bad debt.Key Responsibilities:Manage collections for assigned customer accounts, addressing outstanding...
-
Chronic Account Manager
6 days ago
Orlando, Florida, United States Apria Full timeAbout the RoleThe Chronic Account Manager - NPWT is responsible for selling Negative Pressure Wound Therapy (NPWT) and related services in assigned sales territories. This role works closely with branch staff to focus efforts on increasing sales.In addition, the Chronic Account Manager - NPWT will work with the Vice President of NPWT to develop and execute...
-
Financial Systems Portfolio Manager
51 minutes ago
Orlando, Florida, United States Tech Tammina Full timeFinancial Systems Portfolio Manager">Tech Tammina is seeking a skilled Fintech expert to oversee the management and execution of our Financials systems portfolio. The successful candidate will possess a strong background in financial systems, analytical skills, and effective communication abilities.">Key Responsibilities:">">Manage the Financials systems...
-
Portfolio Operations Manager
4 days ago
Orlando, Florida, United States Samazon Staffing Full timeAbout Samazon StaffingSamazon Staffing is a leading provider of property management services, committed to delivering exceptional results and unparalleled customer satisfaction.In this key role, you will have the opportunity to join a stable team and contribute to the success of our organization.We are seeking a skilled Regional Property Manager to oversee a...
-
Financial Advisor/Wealth Manager
24 hours ago
Orlando, United States Florida Financial Advisors Full timeFlorida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll...
-
Financial Advisor/Wealth Manager
21 hours ago
Orlando, United States Florida Financial Advisors Full timeFlorida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll...