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10 results for Portfolio Manager in Reading, PA

Portfolio Accountant
  • Media, PA
  • onsite
  • Permanent
  • 80000 - 100000 USD / Yearly
  • <p>Reputable, development firm seeks a Portfolio Accountant with strong knowledge of financial instruments and portfolio accounting principles. The Portfolio Accountant will be responsible for managing and maintaining accurate financial records for investment portfolios ensuring timely and accurate reporting of portfolio performance, account reconciliation, and working closely with investment managers, operations teams, and auditors to support financial integrity and performance analysis of investment funds. The ideal candidate for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of industry trends and compliance updates.</p><p><br></p><p>Primary Responsibilities</p><p>·      Maintain accounting records for assigned investment portfolios, including equities, fixed income, alternatives, and other asset classes</p><p>·      Reconcile cash, underwriting, purchasing, and portfolio valuations</p><p>·      Calculate performance metrics</p><p>·      Budgeting &amp; Forecasting</p><p>·      Collaborate with portfolio managers on compliance measures</p><p>·      Review and enter journal entries</p><p>·      Assist in the preparation of client reports, financial statements, and investor communications</p><p>·      Reviewing lease agreements</p>
  • 2026-02-09T00:00:00Z
Property Manager
  • Allentown, PA
  • onsite
  • Temporary
  • 28 - 30 USD / Hourly
  • <p>An established affordable housing organization in the Lehigh Valley is seeking a skilled <strong>Property Manager</strong> to oversee a portfolio of residential communities. This role ensures high-quality housing operations, strong tenant relations, and full compliance with federal and state program requirements. The ideal candidate is organized, resident-focused, and experienced in managing affordable housing programs such as HUD, PHFA, or LIHTC.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all aspects of assigned residential properties from application through move‑out.</li><li>Interview applicants, verify eligibility, and ensure adherence to affordable housing program guidelines (HUD, PHFA, LIHTC).</li><li>Maintain positive, professional landlord‑tenant relationships and effectively address resident concerns.</li><li>Educate tenants on program rules, lease requirements, and community expectations.</li><li>Maintain accurate, organized tenant files in accordance with agency and regulatory standards.</li><li>Ensure timely annual recertifications and ongoing program compliance.</li><li>Support compliance efforts tied to multiple funding or regulatory programs.</li><li>Maintain occupancy levels at or above organizational benchmarks.</li><li>Monitor tenant ledgers and take appropriate steps for timely rent collection.</li><li>Track vacancies, unit readiness, and turnover timelines; submit routine vacancy updates to leadership.</li><li>Coordinate unit turnovers and collaborate with maintenance staff to ensure timely repairs and upkeep.</li><li>Conduct regular property inspections to ensure safety, cleanliness, and habitability.</li><li>Provide oversight to maintenance personnel or clerical staff when assigned.</li><li>Meet with contractors, inspectors, or municipal officials as needed.</li><li>Travel between multiple property locations within the region.</li></ul>
  • 2026-03-06T00:00:00Z
Property Manager
  • Macungie, PA
  • onsite
  • Temporary
  • 25 - 32 USD / Hourly
  • <p>A regional real estate group has partnered with Robert Half to hire a hands‑on <strong>Property Manager</strong> to oversee daily operations for a small portfolio (commercial or multifamily). The ideal candidate balances tenant experience, vendor oversight, budgeting, and maintenance coordination.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day‑to‑day property operations, inspections, and preventive maintenance.</li><li>Serve as primary tenant contact; address service requests and lease inquiries.</li><li>Coordinate vendors and maintenance staff; obtain bids and manage work orders.</li><li>Prepare and manage operating budgets; track expenses and approve invoices.</li><li>Support leasing activities: renewals, rent collection, and delinquency follow‑up.</li><li>Ensure compliance with safety codes, local ordinances, and property policies.</li><li>Maintain records, reports, and dashboards on occupancy, financials, and capital projects.</li></ul><p><br></p>
  • 2026-02-23T00:00:00Z
Financial Planner
  • Philadelphia, PA
  • onsite
  • Permanent
  • 110000 - 120000 USD / Yearly
  • <p>Robert Half is seeking a talented Financial Planner to support our client in the Philadelphia area. In this role, you’ll partner with financial advisors to develop customized strategies that address client goals, while offering expert guidance on planning tools and solutions. If you excel at client engagement, bring strong analytical skills, and uphold high ethical standards, this position offers an opportunity to make a meaningful impact.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and refine financial plans aligned with client goals.</li><li>Partner with advisors to design customized financial strategies.</li><li>Troubleshoot and resolve financial planning software issues to ensure smooth advisor workflow.</li><li>Lead virtual meetings with advisors and clients to review planning options and recommendations.</li><li>Serve as an internal consultant, providing expert guidance on financial planning topics.</li><li>Stay current on industry trends and research, delivering timely insights and solutions to the team.</li></ul><p><br></p>
  • 2026-03-04T00:00:00Z
Financial Advisor
  • Harrisburg, PA
  • onsite
  • Permanent
  • 68000 - 80000 USD / Yearly
  • <p>We are looking for a dedicated licensed <strong>Financial Advisor </strong>to join our team in Harrisburg, Pennsylvania. In this role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management goals. The ideal candidate will possess knowledge of financial markets and a strong commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain strong relationships with clients to understand their financial objectives, risk tolerance, and investment preferences.</p><p>• Create tailored financial plans addressing wealth management, retirement planning, estate planning, and other financial goals.</p><p>• Analyze market trends and investment opportunities to recommend effective portfolio strategies.</p><p>• Ensure compliance with industry regulations, company policies, and ethical standards in all financial advisory activities.</p><p>• Expand the client base through networking, referrals, and community outreach efforts.</p><p>• Manage and regularly review client portfolios, making adjustments based on market conditions or changing client needs.</p><p>• Provide clients with education and guidance on financial strategies, investment options, and market trends.</p><p>• Collaborate with other professionals, such as tax advisors and estate planners, to deliver holistic financial solutions.</p><p>• Utilize financial tools and software to streamline planning and investment processes.</p>
  • 2026-02-13T00:00:00Z
Risk Manager
  • Philadelphia, PA
  • onsite
  • Permanent
  • 180000 - 200000 USD / Yearly
  • <p>Robert Half is looking for an accomplished Risk Manager to join our team in the Philadelphia area. This role is pivotal in guiding the organization’s risk management strategy, ensuring compliance with regulatory standards, and addressing potential credit, fraud, and operational risks. The ideal candidate will bring extensive leadership experience and expertise in building robust risk frameworks within the financial services industry.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and implement a comprehensive enterprise risk management framework that aligns with organizational goals and regulatory requirements.</li><li>Evaluate and manage significant risks related to credit, fraud, and operations, ensuring effective mitigation strategies are in place.</li><li>Lead the creation and execution of risk policies, controls, and advanced methodologies such as stress testing and scenario analysis.</li><li>Provide strategic advice to senior leadership and the board regarding risk exposure, emerging threats, and mitigation plans.</li><li>Supervise and coordinate the activities of teams focused on credit, fraud, and operational risks to ensure seamless collaboration.</li><li>Ensure compliance with regulatory standards while preparing detailed risk reports for executive leadership and the board.</li></ul>
  • 2026-03-06T00:00:00Z
Risk Manager
  • Wilmington, DE
  • onsite
  • Permanent
  • 0 - 0 USD / Yearly
  • <p>Robert Half has teamed up with a thriving, financial services client on their search for a thorough, Risk Manager with proven experience conducting risk assessments. As the Risk Manager, you will access the company’s risk exposure and identify mitigating risks within the organization as well as conduct thorough scenario analyses to understand the impact of identified risks on the organization, collaborate with internal departments on the company’s risk profile, oversee compliance, assist with special projects on model risk management, and support the operational risk management team as needed. The ideal candidate for this role should have prior experience in risk management, compliance or related fields.</p><p><br></p><p>The duties as a Risk Manager are:</p><p>·      Performing a risk assessment: Analyzing current risks and identifying potential risks that are affecting the company</p><p>·      Performing a risk evaluation: Evaluating the organization’s previous handling of risks, and comparing potential risks with criteria set out by the company such as costs and legal requirements</p><p>·      Establishing the level of risk the company are willing to take</p><p>·      Preparing risk management and insurance budgets</p><p>·      POC for internal departments regarding risk exposure</p><p>·      Implementing health and safety measures, and purchasing insurance</p><p>·      Conduct policy and compliance audits</p><p>·      Maintaining records of insurance policies and claims</p><p>·      Reviewing any new major contracts or internal business proposals</p><p>·      Building risk awareness amongst staff by providing support and training within the company</p>
  • 2026-02-17T00:00:00Z
FP&A Manager
  • Wilmington, DE
  • onsite
  • Permanent
  • 0 - 0 USD / Yearly
  • <p>Well-respected, financial services company seeks a FP&amp;A Manager with expertise working with multi-dimensional databases. In this role, you will take appropriate steps to forecast the annual financial plan, create annual budgets, prepare monthly and quarterly financial reporting, consolidate reporting packages, monitor risks and revenue opportunities, review KPIs, analyze financial transactions, provide financial analysis, and assist with developing a long-term financial and strategic plan. The ideal candidate for this position will have a significant analytical skill set and firm quantitative abilities.</p><p><br></p><p>Major Responsibilities</p><p>·      Create annual budget plans</p><p>·      Review general ledger activities</p><p>·      Provide financial analysis</p><p>·      Budgeting &amp; Forecasting</p><p>·      Analyze, research, and compare data</p><p>·      Balance sheet variance analysis</p><p>·      Develop investment strategies</p><p>·      Assist with projected financial goals</p><p>·      Prepare detailed reports</p><p>·      Recommend cost saving initiatives</p>
  • 2026-02-09T00:00:00Z
Restricted Funding Financial Manager
  • Philadelphia, PA
  • onsite
  • Permanent
  • 60000 - 70000 USD / Yearly
  • <p>Robert Half is seeking a skilled Restricted Funding Financial Manager to support our client in the Philadelphia area. This role is responsible for managing all financial activities related to restricted funding sources, ensuring accuracy, compliance, and proper allocation of resources. You will analyze financial data, produce detailed reports, and help maintain transparency and accountability across all restricted funding streams.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage the month-end close process, ensuring timely and accurate completion of financial tasks.</li><li>Oversee revenue recognition procedures for restricted funding sources, including calculating staff allocations and indirect costs, and preparing detailed schedules and journal entries.</li><li>Analyze general ledger postings tied to restricted funding, identify discrepancies, and execute necessary corrections such as expense reclassifications and adjustments to allocations.</li><li>Develop comprehensive financial reports and schedules for restricted funding sources, catering to both internal stakeholders and external sponsors.</li><li>Monitor spending and available balances at the project level, ensuring alignment with budgetary constraints and funding requirements.</li><li>Load bi-monthly balance information into award tracking systems and review expenses for compliance with funding agency guidelines.</li></ul>
  • 2026-02-16T00:00:00Z
Legal Project Manager – Corporate Governance
  • Wilmington, DE
  • onsite
  • Permanent
  • 145000 - 180000 USD / Yearly
  • <p>A top-tier, nationally recognized law firm is seeking an experienced Corporate Governance Legal Project Manager to support a sophisticated corporate governance and securities litigation practice. This is a senior-level role combining high-level litigation paralegal and legal project management responsibilities on complex, high-profile matters.</p><p><br></p><p>This position offers the opportunity to work closely with attorneys and internal teams while serving as a central coordinator for case strategy, deadlines, and workflow execution. Interested candidates with direct applicable experience that would like to be considered immediately should reach out to Kevin Ross with Robert Half in Philadelphia.</p>
  • 2026-02-10T00:00:00Z