Portfolio Manager
Optomi, LLC
Hybrid – Charlotte, NC | Hartford, CT | Short Hills, NJ Optomi, in partnership with a leading Property & Casualty Insurance organization, is seeking a Lean Portfolio Manager / Enterprise Transformation Coach! This is an exciting opportunity to join a growing Lean Portfolio Management Office focused on maturing enterprise portfolio governance, strategic planning, and organizational transformation. The ideal candidate will bring a blend of portfolio management, executive coaching, Agile transformation, and change management experience while partnering with senior leaders to improve how strategic initiatives are prioritized, governed, and executed across the enterprise. What the Right Candidate Will Enjoy: Helping shape and mature a Lean Portfolio Management Office supporting enterprise-wide strategic initiatives. Partnering directly with executive leadership to improve governance, prioritization, portfolio planning, and organizational alignment. Coaching portfolio leaders and stakeholders on new ways of working while driving meaningful organizational change. Building repeatable governance frameworks and operating models that will influence multiple business portfolios across the organization. Working in a collaborative, transformation-focused environment where you'll have the opportunity to make a lasting impact. Experience of the Right Candidate: Background in Agile Coaching, Release Train Engineering (RTE), Enterprise Transformation, or Program/Portfolio Leadership. Experience facilitating executive governance meetings, quarterly planning sessions, steering committees, or portfolio reviews. Strong change management and executive stakeholder engagement experience with the ability to influence without direct authority. Experience supporting portfolio prioritization, intake processes, governance frameworks, and strategic planning. Knowledge of Agile forecasting, capacity planning, OKRs, value stream funding, or portfolio financial planning. Experience with Jira, Azure DevOps, Rally, or similar Agile portfolio management tools (Targetprocess is a plus). Strong presentation, facilitation, and communication skills with experience creating executive-level materials and leading cross-functional discussions. Responsibilities: Coach portfolio leaders and executive stakeholders on Lean Portfolio Management principles and governance best practices. Facilitate portfolio planning, quarterly planning, governance forums, and executive steering committee meetings. Support the implementation and continuous improvement of portfolio governance processes and operating models. Partner with business and technology leaders to improve strategic prioritization, organizational alignment, and execution. Drive organizational change by helping leaders adopt new governance practices and portfolio management standards. Develop executive communications, presentations, and governance materials to support transformation initiatives. Promote consistent Lean Portfolio Management practices while helping mature portfolio operations across the enterprise. #J-18808-Ljbffr Optomi
$75k - $90k
...Our US Fund Solutions group is seeking a Senior Fund Accountant. The candidate will manage multiple client deliverables ensuring superior client service. Deliverables include fund administration services provided to private equity funds. Some of the things you will be...SuggestedFull timeLocal areaRemote workWorldwide- ...based on experience Job Type: Full Time Location: Madison, NJ (in-person) Position Overview We are seeking a full-time Automotive Portfolio Manager to manage our end-of-contract, equity, lease maturity, and over-mileage client base. You will collaborate closely with the...SuggestedFull timeContract workPart time
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Industry/SectorAsset and Wealth ManagementSpecialismAssuranceManagement LevelManagerJob Description & SummaryThe OpportunityAs a Managed Services - Real Estate Fund Level Accounting & Reporting - Manager, you will play a pivotal role in delivering outsourced solutions that...Full timeH1b- CSL Seqirus in Summit, NJ seeks a Director of Vaccine Portfolio Strategy & External Partnerships to translate pipeline priorities into actionable plans, leading cross-functional evaluation of opportunities that balance commercial, scientific, financial, and external perspectives...Temporary work
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...distribution allocations. Support the tracking of investment costs and ongoing monitoring of investment fair values. Manage and oversee the quarterly NAV and portfolio reconciliation process, including investigating and resolving discrepancies with internal operations teams....Full timeWork at officeRemote work- ...Services Firm is seeking an experienced Fund Accountant to join their team in New Providence, NJ. This position involves reviewing NAVs, managing the quarterly reconciliation process, and preparing fund forecasts. The ideal candidate will have a Bachelor’s degree in...
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- ...communications. You'll be instrumental in sending out capital calls, distribution notices, and preparing accurate calculations of management fees and performance metrics such as IRR. You will also be involved in assisting our fund admin and other members of the finance...3 days per week
$70k
Fundraising Manager, Walk to End Alzheimer's Alzheimer's Association Posted On Mar 3, 2026 Salary Range $70,000+ Job Type Full Time... ...performance based incentive opportunity up to $13,000, depending on portfolio size and achievement of quarterly goals. Company The Alzheimer...Full timeWork at officeNight shiftWeekend workAfternoon shift- ...Director of Property Management Location Livingston, New Jersey Is this the role you are looking for If so read on for more details... ...lead property operations across Eastman's office and retail portfolio, bringing hands-on physical-plant expertise, structure, and...Work at office
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...makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to... ...office and private equity real estate funds.Responsible for a portfolio of clients of varying size and scope and act as the point of...Full timeWork at office- JPMorgan Chase & Co. in Short Hills, NJ seeks a Senior Home Lending Advisor to serve as the primary contact for customers throughout the life of the loan, leveraging deep knowledge of home lending products to guide clients and partnering with branch teams to ensure smooth...
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Broker Assistant/Admin Health & Life Insurance West Caldwell, NJ | REMOTE Temp-to-Hire | $70K$95K DOE + $3K$7K year-end bonus MF, 10am5pm (~35 hrs/week) Our client is looking for an experienced insurance admin who's ready to support one broker's full book of...Remote jobPermanent employmentTemporary workVisa sponsorship$220k - $224.5k
...be part of a dynamic team dedicated to working with unclaimed property compliance programs. The unclaimed property team currently manages the State of Delaware's voluntary disclosure program for unclaimed property compliance, one of the largest such programs in the country...Live inWorldwide- ...Submitted candidates must reside in EST zone to be considered Our direct client has an opening for an Program or Portfolio Manager rec 800311 This contract is up to 13 months, and the client is in Harrisburg,PA WE CAN WORK CORP TO CORP OR W2....Hourly payFull timeContract workRemote work
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$70k - $80k
Property Manager Location: Northern New Jersey Job Type: Full-time, Salaried Base pay range $70,000.00/yr - $80,000.00/yr Join a team... ...engaged and hands‑on Property Manager to oversee a select portfolio of approximately 125 residential units and one commercial office...Full timeFor contractorsWork at officeImmediate start
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