Investment Portfolio Manager, Sr. jobs in Pittsburgh, PA

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Auditor, Manager, Audit and Assurance Services - Cranberry Township, PA
  • SR SNODGRASS PC
  • Cranberry Twp, PA OTHER
  • Job Details

    Level:    Management
    Job Location:    Cranberry Township - Cranberry Twp, PA
    Position Type:    Full Time
    Salary Range:    Undisclosed

    S.R. Snodgrass, P.C. is looking for a Manager to join our Audit and Assurance Services Group. As an Audit Manager, you will have the opportunity to work with and lead the engagement team to audit the financial statements of our clients, which may include non-profit, financial institutions (including SEC-registrants), employee benefit plans, manufacturing, or a variety of other clients.

     

    This is a full-time position which requires work Monday through Friday, 8:00 AM – 5:00 PM (40-45 hours per week), with additional hours as needed, especially in busy season and for other busier times of the year, including off-year end clients and 401k audits. Hours during these busy time periods are typically 55-60 hours per week. Snodgrass is currently hybrid, which means that employees work at the direction of their team either in the office, at clients, or at home; a typical week is a blend of these locations and new employees generally have a minimum number of days in office for training purposes.

     

     Responsibilities of the Role May Include:

    • Maintain and develop existing relationships by providing exceptional client service
    • Review and evaluate audit work papers, financial statements, and other reports, ensuring compliance with professional standards and firm policy
    • Collaborate to develop audit strategies that comply with professional standards and that appropriately address risk while maintaining and building upon efficiencies 
    • Effectively work independently, as well as within a team, both in-person and in a remote environment
    • Supervise multiple engagements and teams, managing time and resources of all staff assigned to engagements
    • Lead presentation of client financial statements and audit results to boards of directors
    • Mentor, train, and provide performance feedback to employees
    • Availability to travel to client sites and for business development and client services efforts as needed 

     

    Qualifications:

    • CPA strongly preferred
    • 5 years of audit experience in public accounting 
    • Strong attention to detail and critical thinking
    • Excellent verbal and written communication skills
    • Proven ability to drive business development efforts
    • Highly organized with good time management skills, focused on multitasking and prioritization
    • Excellent knowledge of auditing principals, accounting standards, and regulations, including audit methodologies and generally accepted accounting practices (GAAP) and standards
    • Proficient in Microsoft Office Suite and related auditing software and resources 
    • Ability to understand and explain financial records and how the client business operates

     

    We offer a well-rounded package to employees that focuses on our employees' wellbeing. We offer benefits related to your financial, physical, and mental health. Some of these benefits include competitive pay, half-day Fridays in the summer, paid vacation time and holidays, 401(k) plan with company matching, along with life insurance, short- and long-term disability insurance, and a financial wellness program at no cost to employees. We also offer social and philanthropic opportunities for employees.

     

    S.R. SNODGRASS DOES NOT DISCRIMINATE IN HIRING OR TERMS OR CONDITIONS OF EMPLOYMENT ON THE BASIS OF AGE, SEX, RACE, COLOR, CREED, ANCESTRY, RELIGION, PHYSICAL OR MENTAL DISABILITY, NATIONAL ORIGIN, CITIZENSHIP STATUS, VETERAN STATUS, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, PREGNANCY, OR ANY NON-JOB OR NON-BUSINESS RELATED FACTORS OR ANY OTHER BASIS UPON WHICH DISCRIMINATION IS PROHIBITED BY THE MUNICIPAL, STATE, OR OTHER FEDERAL LAW.


  • 4 Days Ago

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Auditor, Manager, Audit and Assurance Services - Cranberry Township, PA
  • Sr Snodgrass Pc
  • Cranberry, PA FULL_TIME
  • S.R. Snodgrass, P.C. is seeking an Audit Manager to join our Audit & Assurance Group based out of our Cranberry Township office. This role will work on audit engagements primarily in Pennsylvania, Ohi...
  • 30 Days Ago

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Asset & Liability Management Associate- Portfolio Management - Chief Investment Office
  • PNC
  • Pittsburgh, PA FULL_TIME
  • Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
  • 1 Month Ago

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Portfolio Management Manager
  • PNC
  • Pittsburgh, PA FULL_TIME
  • Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
  • 4 Days Ago

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Real Estate Portfolio Manager
  • NEP Group Inc.
  • Pittsburgh, PA FULL_TIME
  • Company Overview You might not know our name, but you’ve probably seen our work – on stage, on screen or on the field. Our technology solutions and unique Global Production Ecosystem empower content c...
  • 9 Days Ago

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Portfolio Property Manager
  • ADVISOR PROPERTY MANAGEMENT LLC
  • Pittsburgh, PA FULL_TIME
  • Job description Financial Duties: Collect Rent and Handle Delinquency for each unit/tenant Collect, secure, and return security deposits Review and approve utility bills, tax payments, repair bills, e...
  • 9 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Pittsburgh, PA area

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Tax - Transformation Senior
  • Deloitte
  • Pittsburgh, PA
  • Description The Tax Transformation Office serves Deloitte Tax, focused on transforming client service delivery inclusive...
  • 4/24/2024 12:00:00 AM

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Vice President Finance
  • SAE International
  • Warrendale, PA
  • Job Summary Lead the development and implementation of robust financial strategies and policies across the company and s...
  • 4/23/2024 12:00:00 AM

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Vice President Finance
  • Sae International
  • Warrendale, PA
  • Job Summary Lead the development and implementation of robust financial strategies and policies across the company and s...
  • 4/23/2024 12:00:00 AM

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Wealth Advisor Associate
  • Fort Pitt Capital Group
  • Pittsburgh, PA
  • Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collabo...
  • 4/22/2024 12:00:00 AM

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Wealth Advisor Associate
  • Fort Pitt Capital Group
  • Pittsburgh, PA
  • Fort Pitt Capital Group an award-winning independent Registered Investment Advisor (RIA) with a supportive and collabora...
  • 4/21/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Monroeville, PA
  • Job Description Job Description WEALTH MANAGEMENT ADVISOR TRAINING PROGRAM GET MORE OUT OF YOUR CAREER Choose a career w...
  • 4/21/2024 12:00:00 AM

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Product Manager IV - Remote
  • Net Health
  • Pittsburgh, PA
  • About Net Health Belong. Thrive. Make a Difference. Are you looking for a meaningful and satisfying career where you hav...
  • 4/21/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Pittsburgh, PA
  • Job Description Job Description GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the b...
  • 4/20/2024 12:00:00 AM

Pittsburgh (/ˈpɪtsbɜːrɡ/ PITS-burg) is a city in the Commonwealth of Pennsylvania in the United States, and is the county seat of Allegheny County. As of 2018, a population of 308,144 lives within the city limits, making it the 63rd-largest city in the U.S. The metropolitan population of 2,362,453, is the largest in both the Ohio Valley and Appalachia, the second-largest in Pennsylvania (behind Philadelphia), and the 26th-largest in the U.S. Pittsburgh is located in the south west of the state, at the confluence of the Allegheny, Monongahela, and Ohio rivers. Pittsburgh is known both as "the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$142,293 to $236,303
Pittsburgh, Pennsylvania area prices
were up 1.9% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020