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Portfolio Associate Jobs

Portfolio Development Associate Jobs
By Alchemy At New York, NY, United States
2-way champion: Provide portfolio companies with up-to-date information about Alchemy’s product offerings and relevant perks/benefits for portfolio companies.
2-4 years experience in portfolio development at a tier 1 venture capital or corporate fund
Founder advisor: Work closely with portfolio companies to identify opportunities for growth and develop strategies to achieve their goals
Create value: Collaborate with investment partners and other stakeholders to provide support and resources to portfolio companies
Understand Narratives: Conduct market research to identify trends and opportunities within the web3 space
Deep relationships: Develop and maintain relationships with key stakeholders in the web3 ecosystem
Associate Marketing Manager, Dolls Portfolio
By Mattel, Inc. At El Segundo, CA, United States
Lead cross-functional teams with adept project management skills for flawless execution of high-profile, global campaigns.
Demonstrated leadership, project management and strategic thinking skills.
Excellent written/verbal, time management and quantitative/analytical skills required.
Minimum of 4 years (2 years with MBA) specifically either brand marketing experience or consumer marketing experience
Associate Manager of Global Brand Marketing
Translate consumer and business insights into strategic, clear marketing briefs
Associate Portfolio Manager Programme - Em Macro Nyc
By Caxton Associates At New York County, NY, United States

Company Overview Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, New Jersey, Monaco and Singapore. Caxton Associates’ primary ...

Associate, Fig - Securitized Assets Portfolio Manager
By BlackRock At New York, NY, United States
Knowledge of financial institution / insurance client portfolio management a plus (e.g. accounting considerations, income or yield-focused management)
Participate in the setup, evaluation, execution, and management of an investment’s lifecycle through new issue and secondary transactions.
Provide information from conference calls, industry conferences, and discussions with management teams as well as research both industry-wide and company-specific issues.
Minimum 2 years of experience and knowledge of Fixed Income markets and Securitized Assets strongly desired.
Fixed income and general finance knowledge, including an understanding of bond math and risk.
Ability to grasp quantitative concepts of risk and exposure, and their application to portfolio management.
Senior Associate - Portfolio Valuations
By Hoxton Circle At New York, United States
4+ years of related experience in valuations or investment banking, advisory or management consulting
Advanced-level financial modeling skills (DCF)
Experience in calculating various return metrics (TWR, IRR, MOICs)
CFA II or equivalent would be preferred but not mandatory
Portfolio Management Associate Jobs
By Redding Ridge Asset Management At Charlotte, NC, United States
Outstanding analytical skills and experience developing analytical frameworks, ideally with formal credit training at a bank of buyside credit management firm
Strong Excel and data management skills with a keen eye for detail
Leverage detailed analysis and market knowledge to partner with portfolio managers and investment relations team on monthly letters and investor correspondence
Augment portfolio managers and existing support team with targeted credit research, specifically with respect to underperforming companies
2-4 years of experience in research, trading, banking, capital markets, or investments in credit markets required
Exceptional verbal and written communication skills
Associate Portfolio Manager Jobs
By AllianceBernstein At Nashville, TN, United States
Generate purchase or sell orders to manage client cashflows, FX rebalancing and active investments.
Manage portfolio cash balances and ensure cash balances are consistent with product guidelines and current investment strategy.
Ability to demonstrate general knowledge and curiosity about fixed income markets
Coding experience beneficial, SQL, Python or use of data visualization tools like PowerBI
Monitor portfolios’ positions and risk analytics compared to benchmarks and targets. Highlight deviations and recommend orders to rebalance portfolios.
Monitor portfolio positions and trade orders for compliance with client guidelines.
Portfolio Associate Jobs
By Mach Partners At Dallas-Fort Worth Metroplex, United States
1-3 years of relevant experience in finance or accounting related roles
Degree in accounting or finance is a plus
Expert level Microsoft Excel skills including modeling, array functions, pivot tables
Demonstrated analytics, critical thinking and problem solving skills to achieve results
Self-starter with the ability to manage multiple work efforts in a dynamic, fast-paced environment
Working knowledge of VBA or Microsoft Power Query is a plus
Portfolio Financing Associate Jobs
By BlackRock At New York, NY, United States
Strong relationship management and interpersonal skills.
Excellent organizational and problem-solving skills, be able to manage and prioritize a wide variety of concurrent and competing projects.
Exhibit detailed product knowledge of financing, equities, equity swaps, convertible bonds, fixed income, repo, futures, and other instruments.
2+ years of experience in Hedge Fund or Equity Financing.
Experience trading multiple Delta One products, including equity and index futures, forwards, swaps, ETFs.
Additional optional experience dealing with SBL desks and products.
Associate Brand Manager, Family Portfolio
By Colgate-Palmolive At New York, NY, United States
Lead everyday operations, including performance analysis, budget management, forecasting volumes and facilitating communication between key stakeholders.
Key involvement in Business Analysis, Marketing Plan development, and cross-functional project management
Provide strategic leadership, motivate and manage a cross-functional team to drive business priorities.
Bachelor's Degree in Marketing, Finance, Sales or related fields
3 years of prior experience, preferably in Marketing or Sales
Experience working in consumer product goods
Portfolio Administrator Jobs
By KMA Human Resources Consulting At Portland, ME, United States
Bachelor’s degree, or other formal education, or minimum of five years of experience in lieu, in a financial service-related field.
A minimum of five years of proven successful client service experience in a financial service-related field.
Possesses polished technical, written, and verbal skills.
Requirements of the Portfolio Administrator:
Responsibilities of the Portfolio Administrator:
Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision.
Mortgage Portfolio Operations Associate
By Averity At Dallas-Fort Worth Metroplex, United States
What Skills Do You Need?
• You must have experience working with mortgage portfolio data (securitized or securitized).
• $125,000 - $175,000 Total Compensation
• Full Medical, Dental and Vision
• Very comfortable working with larger data sets (it would be great if you know SQL).
• Desire to work in a fast-paced environment with lots of career advancement opportunities.
2023 Portfolio Strategy Associate Intern
By Dodge & Cox At , San Francisco, 94104, Ca $6,500 - $8,500 a month
Engaging with company management teams, sell-side analysts and academic researchers
Strong quantitative and analytical skills, including experience with applied statistics
Basic knowledge of economics and finance; coursework in computer programming is a plus
Initiative and ability to manage multiple projects simultaneously
Excellent communication skills and desire to work in a team-oriented environment
Primary responsibilities vary, but will likely include:
Associate Director, Oncology Portfolio Early Assets And Cross-Tumor Biomarkers Medical Communications
By Bristol Myers Squibb At New Jersey, United States
Working knowledge of Microsoft suite of applications, and familiar with publication management tool (DataVision)
Ability to manage timelines and quality of work using strong leadership, organizational, communication, facilitation, and interpersonal skills
A minimum of 4 years of pharmaceutical/healthcare industry experience with a focus on medical communications; experience in oncology is preferred
Strong scientific knowledge of therapeutic and disease research areas, including HEOR, and familiarity with drug development and product lifecycle
Experience leading and executing across cross-functional, cross-cultural project teams, and collaborating across a stakeholder matrix, multiple markets, and global geographies
Outstanding interpersonal, written, and verbal communication skills
Portfolio Management Associate, Nature For Water Facility
By The Nature Conservancy At , Arlington, 22203, Va
Supports N4W project governance by executing engagement knowledge management loops and ensuring final products are relevant and accessible
Partners with N4W knowledge management team to build out and maintain our N4W intranet
Experience in project management & business process improvement
Experience using relational database management software including Tableau and Power BI
Experience with written and verbal communication in the English language
Experience with general purpose programming languages (e.g. Python, R)
Executive - Dragonfly Portfolio
By Dragonfly At United States
If you and the team agree you’d like to speak, we’ll facilitate a warm intro directly.
Has spent time building a company, led a high-performing function, or is regarded as a leader in their space
Can create and execute a clear and compelling vision and strategy for their company and industry as a whole
Is passionate about the space and is excited to push forward innovation
Prides themselves on being able to adapt and analyze new trends in response to changes in the market
Considers hiring and growing the people one of their highest priorities
Associate/Senior Associate, Portfolio Management
By Wilshire At Santa Monica, CA, United States
Team player with a passion for investment management
(50%) Assist senior portfolio managers with the construction and review of portfolio allocation models
(20%) Schedule and participate in regularly scheduled due diligence meetings and conference calls with investment managers
Minimum 4 years of relevant experience
BA/BS in finance, economics, or related studies with strong academic credentials required
Ability to prioritize tasks, manage time effectively, and handle competing priorities in a fast-paced environment
Associate, Portfolio Management Jobs
By Morgan Stanley At , New York, 10036, Ny
Morgan Stanley Investment Management, Inc. seeks an in New York, New York
POSTING DATE: Apr 25, 2023
PRIMARY LOCATION: Americas-United States of America-New York-New York
Morgan Stanley Use Only: *LI-DNI
Associate, Community Investment Portfolio - Grant Operations
By Capital One At , Mclean, Va
Fueling strategic community investments (e.g. grants, skills, loans)
Activating the capabilities of “impact forward” associates
High School Diploma, GED or equivalent certification
At least 1 year of experience working in a for-profit company
Experience in back office operations (e.g., transaction processing)
fueling strategic community investments (e.g. grants, skills, loans)
Fp&A Portfolio Management Senior Associate
By Bellwether Asset Management, Inc. At El Segundo, CA, United States
Perform additional ad-hoc analysis for the portfolio management team
Oversee and help mentor junior associates and analysts within the portfolio management team; Review all work-product before going to client
Actively manage critical aspects of each fund’s investment portfolio, such as optimal hold periods and exit strategies
Advanced financial modeling and analytical skills
Minimum 5-7 years of experience in commercial real estate or investment industry
Good interpersonal, communication, organizational and multi-tasking skills

Are you looking to join a dynamic team of professionals in the financial services industry? We are looking for a Portfolio Associate to join our team and help us manage our portfolio of investments. You will be responsible for analyzing financial data, researching investment opportunities, and making recommendations to our clients. If you have a passion for finance and a drive to succeed, this is the perfect opportunity for you!

Overview A Portfolio Associate is a professional who is responsible for managing a portfolio of investments and providing advice to clients on their investments. They are responsible for researching and analyzing investments, making recommendations, and monitoring the performance of the investments. Detailed Job Description A Portfolio Associate is responsible for managing a portfolio of investments for clients. This includes researching and analyzing investments, making recommendations, and monitoring the performance of the investments. They must be able to provide advice to clients on their investments and make sure that the investments are in line with the client’s goals and objectives. They must also be able to develop and maintain relationships with clients and other professionals in the industry. Job Skills Required
• Strong analytical and research skills
• Knowledge of financial markets and investments
• Ability to develop and maintain relationships with clients
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial regulations and laws
• Ability to manage multiple projects simultaneously
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant certifications such as the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM)
• At least two years of experience in a related field
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial regulations and laws
• Knowledge of portfolio management techniques
• Knowledge of risk management techniques
Job Experience
• At least two years of experience in a related field
• Experience in portfolio management
• Experience in financial analysis
• Experience in client relations
Job Responsibilities
• Research and analyze investments
• Make recommendations to clients on their investments
• Monitor the performance of investments
• Develop and maintain relationships with clients
• Provide advice to clients on their investments
• Ensure investments are in line with the client’s goals and objectives
• Manage multiple projects simultaneously
• Stay up to date with financial regulations and laws