Portfolio Management Manager
$107.09k - $210.21kInspire Brands, Inc.
The Restaurant Portfolio Manager is responsible for managing complex, high-impact business decisions across multiple brands, including Development Agreement Amendments and Terminations, franchisee-to-franchisee transfers and Strategic workouts. This role partners closely with Finance, Legal, Development, Operations, Accounting, and Franchisees to evaluate and approve transactions/transfers and execute efficiently from initial analysis through post‑close cleanup. The Portfolio Manager plays a critical role in advancing enterprise portfolio strategy by providing strong financial analysis, operational insight, process discipline, and proactive problem‑solving across a high‑volume, fast‑paced transaction environment. Candidate Location An ideal candidate would live within a 90 minute drive of the Boston Support Center (Not Required). Duties and Responsibilities Development Agreement Optimization (40%) Review non‑compliant development agreements and create action plans Partner with the Development team to manage agreement contracts and proactively address risks and create solutions Coordinate cross‑functional deal teams and lead process with Development and Contracts teams. This includes managing the timelines and deliverables through execution of solution through execution. Build and analyze management reports on development agreement compliance. Franchise Transfers (20%) Manage franchise transfers across brands; ensure accuracy, compliance, and timely completion for the Dunkin’ brand Evaluate transfer financials (P&Ls, funding sources, debt structure, ratios, and approval requirements) Guide franchisees on financial templates, transfer requirements, and approval processes Assess personal and overall financial health of both franchisee candidates and existing franchisees and ensure they have the financial ability to fulfil their obligations Workouts (20%) Lead workout process with distressed franchisees and their partners in financial distress situations. This includes direct negotiations with franchisees, landlords and lenders. Assess distressed franchisee situations and recommend remediation plans. Partner with Collections, Legal, and Brand teams to align on solutions Document and communicate to all needed parties including legal, Accounting, Finance and Development Monitor accounts receivable (A/R) and overall account risk for assigned locations Analyze issues and propose actions to maximize A/R collections The above percentages are estimates subject to change dramatically from month to month as events arise and priorities shift. Education Requirements Minimum - Bachelor's Degree, Business, Finance, Accounting or related Preferred - MBA or Masters, Finance Years Of Experience Minimum - 5 years' experience, Financial modeling and valuation, transaction execution, Financial Reporting, franchise transfers Required Knowledge, Skills or Abilities Ability to drive complex projects to completion via project management and communication with key stakeholders including franchisees, lenders, attorneys, bankers/brokers, and landlords Understanding of the Development lifecycle in Franchising system including contracts structures, lease structures and financial needs Familiarity with both capital structures and lease structures of franchised restaurants Creative thinker who is able to create out-of-box solutions through analytical and problem‑solving skills with a focus on financial outcomes Ability to effectively communicate complex business cases and understand both likely outcomes and potential risks Ability to manage multiple competing high priority projects Understanding of core financial principles Basic understanding of credit underwriting and personal credit/financial health Advanced proficiency in Excel, PowerPoint, Power BI, and Salesforce; experience with financial systems and valuation models Preferred: negotiation experience Salary: $107,087.40 - $210,208.60 per year The salary range above represents the low and high end of the salary range for this position. Actual placement within this range will vary based on various factors including but not limited to experience, education, training, and location. #J-18808-Ljbffr Inspire Brands, Inc.
$140k - $150k
...Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional accounting and consulting firm... ...growing wealth management practice. The Client Development & Portfolio Manager will play a key role in expanding our client base, developing...SuggestedWork at office2 days per week$160k - $200k
...Portfolio Manager Rockland Trust's Investment Management Group (IMG) is seeking a highly collaborative, client-centric Portfolio Manager to join our growing wealth management team. This role is designed for an experienced investment professional who excels in serving...Suggested$160k - $200k
Job Description Rockland Trust’s Investment Management Group (IMG) is seeking a collaborative, client-focused Portfolio Manager to join our growing wealth management team. This role is ideal for an experienced investment professional who thrives in a relationship-driven...Suggested$175k
MFS International Australia Pty Ltd is seeking an Equity Institutional Portfolio Manager in Boston, MA. This full-time role involves strategically managing client portfolios and maintaining strong relationships with institutional clients. Candidates are expected to have...SuggestedFull time$98k - $124k
The Portfolio Management Group (PMG) is responsible for the day-to-day management of Citizens Private Bank and Institutional client portfolios. The Private Wealth Portfolio Manager provides portfolio management services for high-net-worth and institutional client accounts...SuggestedWork at officeLocal areaWork from homeFlexible hours- ...lunch)100% remote.Submitted candidates must reside in EST zone to be consideredOur direct client has an opening for an Program or Portfolio Manager rec 800311This contract is up to 13 months, and the client is in Harrisburg,PAWE CAN WORK CORP TO CORP OR W2.If you are...Hourly payFull timeContract workRemote work
$110k - $174.72k
...Clinical & Portfolio Marketing Manager In this role, you will support transforming how value is positioned and communicated across Hospital Patient Monitoring (HPM). You will help coordinate integrated new product reporting, claims road-mapping, and value demonstration...Work at officeImmediate startWork visaRelocation package- Torrey Holistics is seeking a Program or Portfolio Manager to oversee large-scale, multi-year projects. This full-time remote role requires 10 or more years of experience and a strong background in Agile and Waterfall delivery. The ideal candidate will have experience with...Remote jobFull timeContract work
$37 - $43 per hour
First Realty Management Corp is seeking a Part-Time Property Manager for condominiums in Quincy, MA. The role requires previous condominium management experience and involves responsibilities like ensuring efficient operation of communities, providing excellent customer...Hourly payPart time$200k - $230k
## Alternatives Client Portfolio ManagerApplylocations: Boston, MAtime type: Full timeposted on: Posted Todaytime left to apply: End Date... ...**What You’ll Be Doing** As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment...Local areaRemote work$120k - $145k
...Operations Underwriter PM IV will independently interact with senior management, sales team, credit product managers and credit officers in... ...competency in various aspects of commercial lending /portfolio management including financial analysis and credit structuring...Work at officeLocal areaRemote workFlexible hours- A leading financial institution in Boston is looking for a Senior Client Portfolio Manager to manage and advise client portfolios with a hybrid working model. The role involves developing investment strategies, mentoring junior team members, and collaborating with clients...
- A prominent financial institution is seeking a Private Wealth Portfolio Manager to manage high-net-worth and institutional client portfolios. This role entails portfolio management services in compliance with firm strategies and client needs. Key responsibilities include...Flexible hours
$225k - $325k
Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the...Full timeWork at officeLocal area- Job Description Senior Client Portfolio Manager - Investments (Boston - Hybrid) Summary Manages and advises individual client portfolios across global equities and bonds based on recommendations of a team of securities analysts. Commodities and liquid alternatives also...Work at office
- ...including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.... ...an Associate Tax Credit Asset Manager (Commercial Real Estate Portfolio Manager) within the Corporate & Investment Bank focusing on affordable...Full timeWork experience placementWork at officeRelocation package
$100k - $135k
The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K’s equity investment strategies. This client-facing role will involve presenting...Work at officeLocal areaRemote work1 day per week$155k - $225k
Portfolio Governance & Project Delivery Manager Cooley is seeking a Portfolio Governance & Project Delivery Manager to join the firm operations team. About Cooley Cooley is a global law firm with an expansive practice and more than 3,000 employees and partners worldwide...Full timeTemporary workWork at officeImmediate startRemote workWork from homeWorldwideFlexible hoursWeekend work- A leading investment firm in Boston seeks an Associate Client Portfolio Manager. This client-facing role involves presenting equity strategies to clients and partnering with internal teams to support business development. Candidates should have at least 5 years of investment...
- ...A leading automotive financial services provider is seeking an Automotive Floorplan Portfolio Manager to build and manage a portfolio of automotive dealerships. This role offers a self-determined, performance-based compensation package, including base pay and bonuses....Remote work
$160k - $200k
A leading financial services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires a minimum of 5 years in high-net-worth portfolio management and a strong focus on client relationships. You will partner with various internal...$52k - $170k
...Ability to provide guidance to less experienced team members and potentially take on Team Lead responsibilities. ~ May have people management responsibilities in some geographies. Our Benefits and Rewards: BNY offers highly competitive compensation, benefits,...Full timeTemporary workWork experience placementWork at officeFlexible hoursShift work$81.5k - $135.9k
...supporting the duties of underwriting and the on-going monitoring of a portfolio of credit relationships. Responsible for performing supporting... ...may include recommending adding or removing conditions. Manage the ongoing credit risk of existing loan portfolios through continuous...Full timeWork experience placementInterim roleWork at officeLocal area$68k - $150k
POSITION SUMMARY: The Vice President, Fund Reporting Manager is a pivotal role within the Accounting Services function at BNY, responsible for overseeing the delivery of accurate and timely fund reports. This position supports BNY's strategic pillars by ensuring financial...Temporary work- Our client, a Boston-based investment manager, with around 80bn in managed assets, is seeking an Associate Portfolio Manager to join their Emerging Debt team. This role emphasizes the successful replication of flagship strategies across multiple SMAs while ensuring strict...Local area
- MassMutual in Boston is seeking a Senior Quantitative Portfolio Manager to lead derivatives strategies and manage the Variable Annuity dynamic hedging platform. The role involves significant accountability for hedge design and performance across market environments, ensuring...
$114k - $182k
...our client service teams at JPMorganChase. You'll have the opportunity to grow your career while leveraging your skills in control management and data analysis. Be part of a dynamic team that values innovation and collaboration, and contribute to the firm's operational...Work at officeFlexible hours$185.6k - $278.4k
...Technology Portfolio Management Director Vertex's Data, Technology and Engineering (DTE) organization is seeking a Technology Portfolio Management Director to join our Project Management and Strategic Operations (PMSO) team. Project Management and Strategic Operations...Summer workRemote workFlexible hours2 days per week$68k - $150k
...join our Fund Reporting team. This role is located in Boston MA. In this role, you'll make an impact in the following ways: Manage a Regulatory Reporting team responsible for preparing and reviewing regulatory filings on behalf of clients and their funds. Manage...Temporary workWorldwideFlexible hours- Hedge Fund Accountant Business Analyst Boston, MA Asset Management Hedge Fund JO-1707-463 Responsibilities Portfolio valuation Management of multi-asset class, global trade settlement processes Collateral and tax optimization Bank financing negotiations Hedge fund corporate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Management Manager. Be the first to apply!
- health information management work from home Canton, MA
- management services technician Canton, MA
- asset management Canton, MA
- events management graduate Canton, MA
- sales management training program - entry level Canton, MA
- entry level management training Canton, MA
- care management associate Canton, MA
- management team Canton, MA
- construction management part time Canton, MA
- management supervisor Canton, MA

