Corporate Portfolio Manager (Accountancy) Job at Streets Chartered Accountants (Exeter)

Corporate Portfolio Manager

We are seeking a Corporate Portfolio Manager to join our team and take charge of...

Location

United Kingdom , Exeter

Salary:

Not provided

Streets Chartered Accountants

Expiration Date

Until further notice

Requirements

ACA or ACCA Qualified
Practice and Managerial Experience: previous experience in an accountancy practice environment, track record of managing a portfolio of corporate clients, proven experience in a senior role supervising staff and reviewing work, ideally as an Accounts Manager or Client Manager
Technical skills: strong knowledge of UK accounting standards (UK GAAP and/or IFRS) and good understanding of tax compliance
Software proficiency: proficient in Xero, QuickBooks, and Sage
Leadership and mentoring: excellent leadership qualities
Client-focused communication: exceptional communication and interpersonal skills
Analytical and organised: strong analytical and problem-solving abilities, keen attention to detail, well organised
Business acumen: commercial awareness
Audit experience (desirable)

Job Responsibility

Overseeing a portfolio of clients: manage a portfolio primarily consisting of incorporated SMEs, act as main point of contact, build and maintain strong long-term client relationships
Financial reporting and compliance: prepare and review financial statements, annual accounts, tax returns, periodic management reports, ensure accuracy and compliance with UK accounting standards and tax regulations, meet reporting deadlines
Strategic advisory: provide strategic financial insights to clients, advise on tax planning, cash flow management, business planning
Client relationship management: serve as trusted adviser, handle day-to-day queries, conduct client meetings, present findings, ensure client satisfaction
Team leadership and mentoring: supervise and mentor a team of junior accountants and trainees, review their work, provide guidance and training, foster professional development
Quality control and compliance: take responsibility for quality of work, implement review processes, ensure compliance with UK GAAP/IFRS and latest tax legislation
Continuous improvement: work with directors and senior management to identify opportunities to improve internal processes or enhance client service experience

What we offer

23 days plus bank holidays, with an additional day for your birthday
Company pension scheme with employer contributions
Death in service cover
Ongoing training and clear progression opportunities
Flexible and hybrid working options available after probation
Personal Health Cash Plan (NHS top-up plan)
A collaborative, friendly environment

Fulltime

Corporate Tax Manager/ Senior Manager

A top 40 accountancy practice is seeking an experienced Corporate Tax profession...

Location

United Kingdom , Cambridge

Salary:

55000.00 - 75000.00 GBP / Year

Butler Rose

Expiration Date

Until further notice

Requirements

Extensive experience in corporate tax, with a proven track record in a managerial or senior managerial role
Strong technical knowledge with the ability to provide strategic advice on complex matters
Excellent interpersonal and communication skills, able to inspire confidence in clients and colleagues
Proven leadership and team management abilities, with a commitment to mentoring staff
Highly organised with the ability to manage multiple priorities effectively
Professional qualification such as CTA or ACA with relevant tax experience
Proficiency in tax software and solid understanding of accounting and financial principles

Job Responsibility

Manage a varied portfolio of corporate tax clients, delivering high-quality compliance and advisory services
Lead complex corporate tax engagements, including M&A transactions, restructures, group reorganisations, succession and exit planning, and share option schemes
Review and approve corporate tax computations and ensure technical compliance across the team
Build strong client relationships, acting as a trusted advisor and identifying opportunities for additional services
Stay current with tax legislation, providing insights to clients and team members to optimise planning opportunities
Mentor and support team members, providing guidance, technical advice, and feedback
Contribute to the strategic direction of the corporate tax function, including process improvements and business development initiatives
Represent the firm at client meetings, industry events, and other external engagements

What we offer

Opportunity to influence and shape the future of the tax function
Collaborative and supportive environment that encourages innovation and professional growth
Exposure to a broad and diverse client base, offering varied experiences and challenges
25 days' annual leave plus bank holidays
Workplace pension and employee benefits scheme including retailer discounts
Life assurance and access to an Employee Assistance Programme (EAP)

Corporate Tax Manager/ Senior Manager

This is an exciting opportunity to join a Top 10 growing accountancy firm in Tun...

Location

United Kingdom , Tunbridge Wells

Salary:

46000.00 - 75000.00 GBP / Year

Butler Rose

Expiration Date

Until further notice

Requirements

ACA, ACCA, or CTA qualified (or equivalent)
Significant corporate tax experience within practice
Strong technical ability in corporate tax and problem-solving skills
Experience managing people and client relationships
Excellent client focus and communication skills, both written and oral
Commercial awareness and a proactive approach to business development
Collaborative team player with a positive attitude

Job Responsibility

Manage a portfolio of corporate clients, including SMEs, OMBs, and larger corporates
Undertake corporate tax compliance, advisory work, and corporate tax provisioning
Support transactional and due diligence assignments where required
Mentor and provide on-the-job training to junior staff
Maintain regular client contact and provide exceptional client service
Liaise with Partners and demonstrate strong management skills
Identify and pursue opportunities for cross-referrals and business development

What we offer

Competitive salary depending on experience
Private medical insurance and life assurance
Pension contribution
Generous holiday package and option to purchase additional leave
Hybrid working
Fully funded professional training and development
Cycle to work scheme, season ticket loan, and eye care support
Inclusive and supportive working environment with employee resource groups

Fulltime

Avp Investment Portfolio Manager

Oversee and manage outsourced investment mandates for Sammons Financial Group As...

Location

United States , West Des Moines; Chicago

Salary:

160449.00 - 267415.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance or related field preferred
Minimum 10 years' of institutional investment, credit market, portfolio management, external manager oversight, insurance asset management, manager research, outsourced chief investment officer (OCIO), investment consulting, or related experience required
Experience conducting investment manager due diligence, performance oversight, and portfolio risk analysis required
Strong knowledge of fixed income markets, corporate credit analysis, portfolio risk management, benchmark-relative performance, and institutional investment governance required
Experience collaborating across investment, finance, risk, accounting, actuarial, legal, compliance, tax, operations, or other cross-functional teams required
Insurance general account investment experience preferred
Experience with statutory accounting, NAIC designations, RBC capital considerations, asset liability management (ALM), private credit, structured products, commercial mortgage loans, alternatives, or limited partnerships preferred
Experience presenting portfolio assessments and investment recommendations to leadership or governance forums preferred
Strong understanding of fixed income markets, corporate credit analysis, portfolio risk oversight, and insurance investment considerations
Strong quantitative and qualitative analytical skills, including ability to synthesize large amounts of investment data into actionable recommendations

Job Responsibility

Oversee and manage outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM), in partnership with SFGAM leadership
Lead day-to-day oversight of third-party asset managers across assigned mandates, including proactive manager dialogue, performance evaluation, portfolio risk assessment, and escalation of material risks
Partner with internal stakeholders and external managers to help ensure portfolios are managed consistent with investment objectives, liability considerations, regulatory expectations, capital efficiency targets, and enterprise risk tolerances
Utilize a strong understanding of fixed income markets, corporate credit analysis, insurance investment considerations, and manager-of-managers governance to support disciplined portfolio oversight and investment decision-making
Oversee third-party asset managers for assigned mandates, including recurring communication, performance evaluation, guideline monitoring, and assessment of manager capabilities, portfolio positioning, and credit risk exposures
Evaluate aggregate exposures across managers, entities, portfolios, and asset classes, including sector, issuer, rating, duration, liquidity, spread, structured credit, private asset, and concentration risks
Lead manager due diligence, benchmark-relative performance analysis, watch-list monitoring, and escalation of performance, organizational, operational, or risk management concerns
Partner with SFGAM leadership on portfolio recommendations, allocation adjustments, guideline modifications, new money deployment, and remediation actions for assigned mandates
Incorporate insurance investment considerations, including National Association of Insurance Commissioners (NAIC) designations, statutory accounting, Risk Based Capital (RBC) capital treatment, liquidity needs, and liability-aware portfolio construction, into portfolio analysis and recommendations
Prepare and present manager reviews, portfolio risk assessments, performance attribution, and investment recommendations to investment leadership and governance forums

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

Regional Manager Corporate Welfare

As our Regional Manager Corporate Welfare, you'll be the person who drives the s...

Location

Italy , Milan

Salary:

50000.00 EUR / Year

Satispay

Expiration Date

Until further notice

Requirements

Significant business development experience – With 6-8 years in a New Business Development role, demonstrating a strong focus on prospecting and outbound sales activities
Commercial Execution & Strategy – You possess a highly structured, aggressive commercial approach. You can demonstrate a proven track record of managing long sales cycles and clearly articulating your pipeline metrics, conversion rates, and historical target achievement
Outbound Mastery – Proven expertise in structured outbound methodologies, running successful prospecting campaigns, and systematically turning cold prospects into engaged enterprise accounts
Results & Budget Orientation – Strong alignment with numbers and strict budget governance, with experience delivering against concrete volume KPIs and individual financial performance indicators
Ownership & Flexibility – A resilient professional who feels comfortable in rapidly growing environments where product portfolios and strategic directions evolve quickly, demonstrating the capability to pivot effortlessly
Consultative Sales Approach – An ability to combine a highly result-driven methodology with a consultative, value-based selling style that effectively communicates the benefits of corporate welfare solutions to HR and corporate executives

Job Responsibility

New Business Development & Upselling – Own and drive a proactive sales strategy primarily focused on acquiring new corporate clients, while identifying upselling opportunities within existing accounts in alignment with Key Account Managers
Structured Outbound Prospecting – Manage the end-to-end sales pipeline by executing high-volume, quality outbound activities including cold outreach, customized LinkedIn sequences, and data-driven prospecting techniques
Territorial Market Ownership – Act as a dedicated Individual Contributor managing a key regional territory, mapping and targeting a strategic portfolio of employer corporate clients (up to 3,000 employees)
Budget & Target Management – Take full accountability for achieving ambitious individual and area semesterly targets, focusing closely on maximizing Meal Vouchers volumes and expanding Fringe & Flexible benefit solutions
Cross-Functional Collaboration – Work in close, frequent synergy with the Key Account Management team to ensure a seamless post-onboarding alignment, participating in joint client meetings and strategic reviews to streamline the customer journey
Agile Adaptability – Navigate and thrive within our fast-evolving Welfare Business Unit, swiftly embracing changes in organization or priorities with high ownership and a hands-on problem-solving mindset

What we offer

Health (Private insurance for you and your family, psychological support with Serenis, mental health workshops)
Financial resources (Stock Option Plan, Meal vouchers, Relocation support if you're moving countries)
Growth and development (Professional development programs, Internal mobility, Language courses with Preply)
Flexibility (Unlimited PTO, Hybrid working policy*, Flexible working hours)
Family (Enhanced parental leave, Additional leave for child sickness)

Fulltime

Assistant Security Portfolio Manager

Location

United States

Salary:

68000.00 - 85000.00 USD / Year

Allied Universal®

Expiration Date

Until further notice

Requirements

Minimum 3 years of management experience
Minimum 3 years of security management experience

Job Responsibility

Ensuring contract compliance at all assigned properties
Identify security issues and opportunities and recommend solutions to client's corporate security team
Responding to critical incidents at client
Facilitating and provide in-depth client specific training to new on-site Allied Universal Managers
Creating and delivering annual training programs
Developing a relationship with local and regional client contacts
Working with all levels of the organization to identify, analyze and solve problems and create opportunities for continuous improvement
Identifying and presenting industry best practices to all teams in all locations
Assisting in the preparation and presentation of Quarterly Business Reviews
Identifying client-specific Key Performance Indicators (KPI) and measure Allied Universal's performance of these measurements to ensure acceptable monthly scorecard results

What we offer

Medical, dental, vision, basic life, AD&D, and disability insurance
Eligibility for our retirement plans
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly
Unused vacation is only paid out where required by law

Fulltime

Commercial Banking Portfolio Manager

Wells Fargo is seeking a Commercial Banking Portfolio Manager.

Location

India , Hyderabad

Salary:

Not provided

Wells Fargo

Expiration Date

November 06, 2026

Requirements

2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics
2+ years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance)
Good knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis
Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors
Excellent communication skills, with special focus on business writing skills for credit reports
Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template
Intermediary to advanced excel skills would be a plus
Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight

Job Responsibility

Research complex credit investigations and diverse credit information for loans
Identify opportunity for process improvements within scope of responsibilities or functional area
Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
Evaluate financial performance of companies / borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period
Review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity
Perform market research using various third party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance
Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines
Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and / or approval committees

Fulltime

Portfolio Manager

We are seeking a competent and experienced Portfolio Manager to manage a portfol...

Location

South Africa , Century City

Salary:

Not provided

RPA Property Administrators

Expiration Date

Until further notice

Requirements

Matric / Grade 12 (essential)
Minimum 3–5 years’ experience in sectional title property management in South Africa – non-negotiable
Demonstrable working knowledge of the following legislation: Sectional Titles Act 95 of 1986
Sectional Titles Schemes Management Act 8 of 2011 (STSMA) and its Regulations
Community Schemes Ombud Service Act 9 of 2011 (CSOS Act)
Prescribed Management Rules (PMR) and Prescribed Conduct Rules (PCR)
Occupational Health and Safety Act 85 of 1993 (OHSA)
Protection of Personal Information Act 4 of 2013 (POPIA)
Experience chairing or minuting AGMs and Trustee meetings in compliance with scheme rules and STSMA requirements
Proven experience preparing and managing Body Corporate budgets, reserve fund schedules, and monthly management accounts

Job Responsibility

Manage a portfolio of sectional title schemes on behalf of their respective Bodies Corporate
Serve as the primary liaison between our managing agency and the Trustees, owners, and service providers of each scheme
Ensure that all schemes are administered in full compliance with applicable South African legislation
Prepare, compile, and present annual operating and reserve fund budgets for each Body Corporate
Monitor actual expenditure against approved budgets and produce monthly variance reports for Trustee review
Oversee the collection of levies
Actively manage arrear levy collections
Liaise with the Body Corporate’s appointed attorneys regarding debt recovery proceedings
Provide monthly arrears reports to Trustees
Liaise with designated Financial Trustees on all matters pertaining to scheme finances

Fulltime

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Corporate Portfolio Manager (Accountancy)

Job Description

Job Responsibility

Requirements

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What we offer

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