Private Credit Portfolio Management
By Harmer At Chicago, IL, United States
Experience with DCF and LBO models is preferred.
Requires bachelors degree in accounting, finance, or economics.
Rare opportunity to break into the private credit space.
This role will focus on due diligence and monitoring performance of a portfolio of cash-flow loans.
Only Available to candidates with US Citizenship or active Green Card Holders.
Associate, Credit (Direct Lending Portfolio Management And Investor Analytics)
By Ares Management Corporation At New York, NY, United States
Additional duties include providing direct support as deemed necessary by senior management
Streamline and centralize the data collection process across different groups including Finance, Accounting, Legal, Tax, Deal team, Compliance and Technology
Minimum of 2 years of relevant investment banking, analytics, consulting or principal investing experience
Strong intellect with solid quantitative, financial and analytical skills
Advanced MS Excel modeling skills (v-lookup, macros, pivot tables) and MS PowerPoint skills
Experience with PowerBI or other data visualization software, databases such as SQL and Microsoft Office
Manager, Portfolio Analytics Jobs
By DoorDash At Austin, TX, United States
Excellent communication skills and experience working with technical and non-technical teams
We are leaders - Leadership is not limited to our management team. It's something everyone at DoorDash embraces and embodies.
We offer great compensation packages and comprehensive health benefits.
Work with executives, business partners and stakeholders to understand data reporting requirements
Manage reliability, operations and scaling of BI tools and the portfolio of reports
Own and define business KPIs, their measurement plans, data requirements and reporting
Portfolio Analytics Manager Jobs
By Arrow Search Partners At New York, NY, United States
8-10 years of related experience
Experience with data architecture and systems implementation
Experience with Alteryx and PowerBI a plus
Assist in the development and implementation of business processes to identify opportunities and drive growth
Help prepare quarterly external reporting and assist with the completion of ad-hoc deliverables related to internal reporting or data requests
Bachelor’s degree in computer science or similar
Loan Portfolio Credit Risk Analyst - Lead Associate (Open To Remote)
By Fannie Mae At Washington, DC, United States
Experience of the Final Capital Rule (ERCF) is preferred.
Experience gathering accurate information to explain concepts and answer critical questions
Skilled in presenting information and/or ideas to an audience in a way that is engaging and easy to understand
The group of skills related to Influencing including negotiating, persuading others, facilitating meetings, and resolving conflict
Skilled in Python object-oriented programming
THE EXPERIENCE YOU BRING TO THE TEAM
Associate, Fig Credit Portfolio Manager
By BlackRock At New York, NY, United States
Demonstrated planning and time-management skills and a proven track record to work efficiently under pressure
Fixed income and general finance knowledge, including an understanding of bond math and risk
Technical skills including advanced Excel, Aladdin. SQL and programming (VBA/MATLAB/Python) experience a strong plus
Monitor Corporate Actions Manager dashboard and process corporate action elections for team in timely manner
Experience of running multi-sector portfolios
Strong communications and interpersonal skills
Portfolio Lead Jobs
By Dimagi At Cambridge, MA, United States
Provide Portfolio Management support to the GSP team, including managing recurring internal meetings and tracking key team deliverables.
Provide oversight and manage coordination with operations & delivery teams during project design and implementation phases.
Represent Dimagi through innovation-related knowledge sharing forums (e.g., presenting at industry conferences, joining working groups, engaging collaborators).
Provide surge support to Global Strategy Partnerships and delivery team members to advance priority opportunities with donors, governments, and implementing partners.
Highly organized and able to multitask, while also maintaining a focus on small details.
Must be eligible to work in the United States.
It Portfolio Lead Jobs
By The Intersect Group At United States
5+ years’ experience with requirements gathering and/or team facilitation
Facilitate & Lead requirements and planning meetings.
Ensure business requirements are clearly defined.
Facilitate communication between business stakeholders and IT teams by clarifying business criteria, processes and requirements.
Communicate updates to scope, complexity and effort requirements to IT Delivery Owners
Facilitate iterative requirements review and updates.
Junior Analyst - Portfolio Analytics
By StepStone Group At La Jolla, CA, United States
Classify and store characteristics of investment managers into StepStone’s proprietary database
Possesses or in pursuit of a Bachelor’s degree in Finance, Economics, Accounting, Business Information Systems, or a related field
Preference for individuals with relevant internships or work experience
Basic familiarity of Python or other coding knowledge is required
MySQL or other database experience preferred
Knowledge of investments and/or private markets
Credit Portfolio Manager Jobs
By Silo At United States
Develop, implement, and maintain a portfolio risk management strategy across all credit products and programs
Develop tools and processes for monitoring and reporting on risk along with proactive measures to manage delinquencies and avoid escalations
Manage relationships and own data-sharing protocols with banking partners and payment processors
Ability to work cross-functionally with finance, operations, product, account + implementation, sales, and engineering teams
Find insights and learnings that can be used to enhance existing underwriting processes and inform policy updates
Own researching, developing, and reporting on credit KPIs and develop recommendations for improvements
Credit Portfolio Analyst - Ap
By Paychex At Highland Hills, OH, United States
Acts as a point of contact for Senior Credit Analysts and Senior Management for end debtor credit limits and reviews.
Implements and maintains super user status for portfolio management risk-based software
Identifies and implements process improvements, manages special projects as assigned by senior management.
3 years of experience in Banking/Finance/Accounting environment with emphasis on commercial credit.
Bachelor's Degree in Business, Finance, or Accounting related - Preferred
Approval of credit limit decisions up to a determined amount.
Lead Portfolio Manager Jobs
By Novo At New York, NY, United States
Strong analytical skills and experience with financial statement modeling
Credit analytics experience (10-15 years)
Bachelor’s degree in a technical field or relevant experience at a financial institution
Strong oral & written communication skills
Excellent interpersonal, team building and communication skills
Positive, inclusive, supportive culture cheering you on your journey
Portfolio Management - Baam Valuation & Analytics, Avp
By Blackstone At Miami, FL, United States
Maintain relationships with core constituencies including, Asset Management, deal professionals, Investor Relations, Operations, Accounting, and Finance teams
This position will mentor team members and could have a trajectory toward greater managerial responsibilities based on performance
Host valuation committee meetings and other meetings with senior stakeholders and present to senior leaders in Finance and BAAM
Manage the annual audit as well as interim reviews with third party valuation firms
Manage the creation and development of presentation materials to effectively communicate results within BAAM and wider Blackstone
Bachelor’s Degree in Finance, Economics, Accounting, or similar discipline (CFA and/or CPA a plus)
Manager, Portfolio Analytics Jobs
By Ares Management Corporation At New York, NY, United States
Minimum of B.S. degree in Finance, Economics, or Accounting
6-7+ total years of related financial experience, which may include public accounting
2+ years of experience working in PE Real Estate industry strongly desired
Solid computer skills including Microsoft Office, eFront Software a plus
Specific Responsibilities Include, But Are Not Limited To
Provide ongoing training and feedback to staff and interns
Software Engineer - Portfolio Analytics
By S&P Global At New York, United States
Interest and experience in finance is a plus
1-5 years of Java and/or C# experience
TypeScript and/orJavaScript and CSS experience is nice to have
Scala or other functional programming experience is nice to have(F#, Haskell, PureScript, etc.)
Able to work well individually and with a team
Strong work ethic, self-starter, and results oriented
Portfolio Analytics And Strategy Specialist
By PNC At Pittsburgh, PA, United States

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive ...

Portfolio Lead, Us Health
By Palladium: Make It Possible At Washington, DC, United States
Ability to solve complex technical, managerial, or operational problems and evaluation options based on relevant information, resources, well-rounded experience, and knowledge
Demonstrated ability to build, manage, develop, and supervise department staff, multiple project teams, remote staff, and other initiatives
Mentor team members or serve as capture manager on proposals (responsible for technical direction, teaming, staffing, and budgeting for proposals)
Mentor technical staff in growing their business development and client engagement capabilities
Experience leading capture and proposal development for related opportunities with a successful track record
Demonstrated knowledge of trends in relevant areas, client initiatives, and programs
Vp Credit Analyst / Portfolio Manager - Energy Sector
By Edenthorpe Search At New York, United States

5-7 years of banking experience in project finance with a minimum of 3-4 years of direct portfolio management, underwriting experience

Demonstrates strong underwriting and projection skills with a view to project finance activities

Manager, Product Analytics - Portfolio Management & Analytics (Remote)
By Starbucks At Seattle, WA, United States
Now Brewing – manager, Product Analytics - Portfolio Management & Analytics! #tobeapartner
manager, Product Analytics – Portfolio Management & Analytics,
Coordinate quantitative and qualitative data collection across teams that support the Pulse including Market Research, Finance, and Analytics & Insights
Minimum of 3 years of professional experience (analytics or consulting experience a plus)
Minimum of 3 years of experience building structured presentations that leverage analytics to tell a compelling story with impactful recommendations
Minimum of 3 years of experience in analytics and data-based storytelling
Data Analytics Business Partner - Credit Portfolio
By Jobot At Irvine, CA, United States
Collaborate with cross-functional teams to develop and implement credit risk management strategies
Stay up-to-date with industry trends and best practices in credit risk management
Develop and maintain credit risk models using statistical techniques
Use data analytics to identify trends and patterns in credit portfolios
Create and maintain reports and dashboards using Tableau
Develop and maintain Python scripts to automate data analysis tasks

Are you an experienced Credit Portfolio Analytics Lead looking for an exciting new challenge? We are looking for a motivated individual to join our team and lead the development of our credit portfolio analytics. You will be responsible for developing and maintaining a comprehensive suite of analytics to support our credit portfolio management and decision-making. You will have the opportunity to work with a wide range of stakeholders, including senior management, credit risk officers, and other business units. If you have a passion for analytics and a drive to make a difference, then this is the job for you!

Overview:

The Credit Portfolio Analytics Lead is responsible for developing and executing analytics strategies to support the credit portfolio. This includes developing and executing models, analytics, and reporting to support the credit portfolio. The Credit Portfolio Analytics Lead will also be responsible for developing and maintaining relationships with key stakeholders, including credit portfolio managers, credit risk officers, and other stakeholders.

Detailed Job Description:

The Credit Portfolio Analytics Lead will be responsible for developing and executing analytics strategies to support the credit portfolio. This includes developing and executing models, analytics, and reporting to support the credit portfolio. The Credit Portfolio Analytics Lead will also be responsible for developing and maintaining relationships with key stakeholders, including credit portfolio managers, credit risk officers, and other stakeholders. The Credit Portfolio Analytics Lead will be responsible for developing and executing strategies to identify and mitigate credit risk, as well as developing and executing strategies to optimize the credit portfolio. The Credit Portfolio Analytics Lead will also be responsible for developing and executing strategies to identify and monitor trends in the credit portfolio.

What is Credit Portfolio Analytics Lead Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple projects and prioritize tasks
• Knowledge of credit portfolio analytics and risk management
• Knowledge of credit portfolio management and optimization
• Knowledge of financial modeling and analysis
• Knowledge of data analysis and reporting
• Knowledge of statistical methods and techniques
• Knowledge of programming languages such as Python, R, and SQL

What is Credit Portfolio Analytics Lead Job Qualifications?

• Bachelor’s degree in a related field such as finance, economics, mathematics, or statistics
• 5+ years of experience in credit portfolio analytics
• Experience in developing and executing analytics strategies to support the credit portfolio
• Experience in developing and maintaining relationships with key stakeholders
• Experience in developing and executing strategies to identify and mitigate credit risk
• Experience in developing and executing strategies to optimize the credit portfolio
• Experience in developing and executing strategies to identify and monitor trends in the credit portfolio
• Experience in financial modeling and analysis
• Experience in data analysis and reporting
• Experience in programming languages such as Python, R, and SQL

What is Credit Portfolio Analytics Lead Job Knowledge?

• Knowledge of credit portfolio analytics and risk management
• Knowledge of credit portfolio management and optimization
• Knowledge of financial modeling and analysis
• Knowledge of data analysis and reporting
• Knowledge of statistical methods and techniques
• Knowledge