Corporate Portfolio Manager Job at Streets Chartered Accountants (Exeter)

Corporate Portfolio Manager (Accountancy)

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
Technical skills: Strong knowledge of UK accounting standards (UK GAAP and/or IFRS) and a good understanding of tax compliance
Software proficiency: Proficient in accounting software including Xero, QuickBooks, and Sage
Leadership and mentoring
Client-focused communication
Analytical and organised
Business acumen
Audit experience (desirable)

Job Responsibility

Overseeing a portfolio of clients: Manage a portfolio primarily consisting of incorporated SMEs, acting as the main point of contact for your clients and ensuring their needs are met
Financial reporting and compliance: Prepare and review financial statements, annual accounts, tax returns, and periodic management reports for your clients
Strategic advisory: Provide strategic financial insights to clients to help them grow their businesses and improve their financial performance
Client relationship management: Serve as the trusted adviser for clients in your portfolio, handling day-to-day queries and proactively addressing their accounting and business needs
Team leadership and mentoring: Supervise and mentor a team of junior accountants and trainees
Quality control and compliance: Take responsibility for the quality of work produced by your team, implementing review processes to ensure compliance with UK GAAP/IFRS and the latest tax legislation
Continuous improvement: Work with the directors and senior management team to identify opportunities to improve internal processes or enhance the client service experience

What we offer

Holiday and Leave: 23 days plus bank holidays, with an additional day for your birthday
Pension & Financial: Company pension scheme with employer contributions and death in service cover
Professional Development: Ongoing training and clear progression opportunities, including potential advancement to senior management roles
Agile Working: Flexible and hybrid working options available after probation
Personal Health Cash Plan: NHS top-up plan to support routine healthcare costs
Team Culture: A collaborative, friendly environment where your contributions are valued

Fulltime

Corporate Banking Portfolio Manager II

At Citizens, we work together to make a difference for companies that are buildi...

Location

United States , West Conshohocken; Chicago; Charlotte; Pittsburgh; Boston

Salary:

165000.00 - 175000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Extensive Credit Expertise: Proven ability to manage and underwrite complex commercial credit relationships with minimal supervision, demonstrating deep understanding of credit policy, financial modeling, and risk evaluation
Advanced Financial Analysis Skills: Strong proficiency in financial statement analysis, cash flow modeling, and risk assessment to support sound credit decisions and portfolio management
Portfolio Management Experience: Demonstrated success in overseeing a diverse portfolio of high-complexity credits, anticipating potential issues, and implementing proactive solutions to maintain credit quality
Client-Focused Communication: Exceptional interpersonal and communication skills, with the ability to engage directly with clients to resolve complex credit issues and support relationship growth
Strategic Insight & Collaboration: Ability to synthesize market and industry data to inform credit decisions and share insights across teams, contributing to broader strategic goals
Regulatory & Policy Compliance: Deep understanding of regulatory requirements and internal credit policies, ensuring consistent adherence and timely portfolio maintenance
Leadership & Mentorship: Experience guiding peers and collaborating with relationship managers, team leaders, and senior stakeholders to drive credit excellence and share best practices

Job Responsibility

Managing a portfolio of the most complex credits and will perform the functions of the position with only periodic oversight and is expected to perform with very limited supervisory intervention
Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager, team leader, and senior managers across departments/work teams
Effective credit underwriting and credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and as needed client support for an assigned portfolio
Structure, underwrite, and document new business, renewals, and modifications as the credit expert within the first line of defense
Oversee assigned portfolio of credits, anticipate portfolio problems, and take action to develop solutions, handles multiple demands and competing priorities
Meet deadlines and schedules associated with maintaining portfolio compliance with credit and risk policies
Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction and resolving the most complex issues related to credit monitoring and administration with clients directly
Understand and stay up to date on industry and market information related to assigned markets and customers
Shares insights and learnings with other RMs and PMs

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs
paid time off policy exceeds mandatory local and state requirements
opportunity to earn an annual discretionary bonus

Fulltime

Project Manager – Corporate Finance, Investment Management & ERM Portfolio

Tier4 is seeking a seasoned Business‑Focused Project Manager to support initiati...

Location

United States , Boston or Springfield

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience
7+ years of project management experience
1+ year hands‑on experience with PM tools such as MS Project, Smartsheet, or Jira
Experience in finance‑related domains (e.g., tax, corporate finance, investment management, capital markets) (required)
7+ years of PM experience, including 2+ years within a PMO environment
3+ years managing projects impacting Investment Management, Financial, or Capital Markets systems or processes
Demonstrated success delivering projects on‑time, on‑budget, and within scope
Strong understanding of Waterfall and Agile methodologies
Excellent written, verbal, and interpersonal communication skills
Strong business‑focused PM—not an IT‑heavy role

Job Responsibility

Partner with Project Sponsors and Functional Managers to develop required Discovery artifacts: Cost Benefit Analysis (CBA)
Project Charter
High‑level Resource Plan
High‑level Milestone Plan
Prepare materials for Discovery funding reviews
Develop and maintain detailed project plans and all required PM artifacts
Define project scope and manage scope execution from planning through delivery
Create detailed schedules during planning and refine high‑level milestones from Discovery
Build and manage financial forecasts, track variances, identify risks, and submit budget change requests as needed
Refine resource plans based on complexity assessments

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

Corporate Tax Assistant Manager / Manager

This role will provide Tax compliance and advisory services to a wide range of c...

Location

United Kingdom , Reading

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Educated to degree level, and/or CTA and/or ACA qualified or equivalent
Guide and supervise less experienced colleagues
Support, train, mentor and advise others in own area
Challenge current practice – driving improvements and championing change
Take personal responsibility for own decisions and actions and those of others
Lead projects of limited scale or complexity

Job Responsibility

To act as a key point of contact within the firm for the client, together with the Senior Manager/Partner
Take full responsibility for project delivery on their portfolio
Manage a portfolio of clients including control of billings and cash collection within the firms criteria
Review of work prepared by more junior members of staff
Liaise with HMRC
Ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience
Ensure that the firm's quality control procedures are adhered to including second partner review
Identify risk and technical matters, as well as selling opportunities, to the Partner/ Senior Manager/Manager, whilst exercising judgement within agreed parameters

What we offer

Health and wellness programmes
Pension plan
Private medical
Income protection plan
Holidays (up to 10 days of additional leave)
Bike to work scheme

Fulltime

Cre Portfolio Manager Team Lead - REIT's

Location

United States , Boston; Cleveland; Atlanta

Salary:

225000.00 - 250000.00 USD / Year

Citizens Bank

Expiration Date

July 31, 2026

Requirements

12+ years of commercial real estate loan underwriting experience with ability to manage and grow significant customer portfolio
Prior experience with REIT's - required
Exhibits strong level of knowledge of commercial sales, commercial products, credit, risk, and administration practices and processes
Skilled at maintaining good communication across business unit and broader organization
Skilled at developing and implementing both strategic and tactical solutions and systems in support of portfolio administration and business unit goals and objectives
BA degree, MA preferred with successful completion of a credit training/underwriting program
Proven credit management abilities with good computer skills for recording and tracking results
Comprehensive verbal and written communication skills, able to multi task and function under pressure to meet deadlines, strong organizational skills, customer service, developed influencing and negotiation skills, experience in managing the day to day and annual performance and developmental activities for direct and in-direct reports from entry to expert level PMs
Word, Excel, Power Point, spread sheet modeling, and presentation development and delivery skills
Advanced knowledge of different financial modeling systems and ability to coach others on use of internal systems that may include RARCR, ORA, FACT, and MFA

Job Responsibility

Manages a team of Commercial Real Estate Portfolio Managers and Credit Analysts, including those managing straightforward up to the most complex credits with the most complex corporate organization structures, documentation and/or collateral structures, including those with large exposures in complicated and/or specialized industries
Assures that all PMs are trained and kept up to date on Citizens Bank credit policy as well as credit issues affecting the general economy
Actively ensures compliance with federal regulations and Citizens Bank policies
Actively involved in assessing, developing and implementing credit and compliance policies
Designs and monitors internal systems to assure that all assigned work and ongoing monitoring is completed on a timely basis and in a manner that complies with all Citizens Bank internal policies
Prioritizes work that is assigned to the group, assure that work is appropriately distributed among the team members and is responsible for objective quality control of groups analytical and reporting work product to include accurate application of credit, risk, and other policies and practices required to effectively manage risk exposure and loss to the Bank
Manages the performance management and development process for all reports
Largely internally focused interacting with PMs, RMs, TLs, Division Executives, State Presidents, Credit Officers and Senior Management. Externally meets with customers/prospects to actively negotiate deals and solve customer/prospect requests and problems
Internally is viewed as a trusted advisor on credit and portfolio management issues/challenges to RMs
Proficient in recruiting and managing the recruiting process including a strong vision and understanding of talent selection and development

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Ts Portfolio Manager

The role of the Portfolio manager is understanding the core value propositions o...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Vodafone

Expiration Date

Until further notice

Requirements

Degree level qualification
5+ years work experience in the industry and proficient in sales and business development
Knowledge of ICT sector and future trends
Have experience analysing and supporting the growth of smaller, innovative companies
Experience of working in an Agile manner and self-organising
Ability to collaborate across functions and experience in lead generation, sales quotas, sales training, business and sales operations
Deep understanding of how a large corporate works
Extremely resilient
Strong relationship and networking skills and ability to build, influence and leverage a diverse range of internal and external relationships at all levels

Job Responsibility

Understanding the core value propositions of scaleup technologies
Identifying the most applicable opportunities in Vodafone and other industry partners
Engaging stakeholders to secure projects
Driving projects to impactful outcomes for our business
Expanding the innovation pipeline
Accelerating commercial adoption of scaleup solutions
Strengthening Tomorrow Street’s position within Vodafone and the broader ecosystem
Acting as a connector between technology partners and Vodafone markets/functions
Ensuring opportunities are translated into tangible commercial outcomes

What we offer

Annual Discretionary Bonus
28 days of annual leave, with the option to buy an additional 5 days and the opportunity to carry over 5 days per year
1 additional day (Family Day) for personal milestones or special occasions
11 public holidays
5 charity days per year
Flexible working schedule
20 days to work from abroad
Lunch vouchers
Access to private AXA health insurance and a robust pension scheme
Access to Vodafone University and online training resources

Fulltime

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Corporate Portfolio Manager

Job Description

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