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Portfolio Accountant Jobs

Senior Portfolio Accountant $100K To $110K Plus Bonus
By ProPivotal Staffing At Newton, MA, United States
Proficiency with Property Management/Accounting software, Yardi preferred
Join a large firm with significant growth potential to Manager and above
Bachelor's Degree in Accounting, Finance or Business Administration with 3.0 minimum GPA
3+ years of accounting experience
$100k-$110k/year pay rate with bonus eligibility
A company that values work-life balance
Portfolio Accountant Jobs
By Holladay Properties At Nashville, TN, United States
Identify and investigate potential AR exposures and determine which balances to escalate to property management and/or the client
Independently manage and determine priority of outstanding tasks and research requests
Accounting related experience of at least 2 years preferred
Leasing related experience a plus
Solid customer service and interpersonal skills
Experience reading and understanding leases preferred
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.
Portfolio Strategist Jobs
By Rockefeller Capital Management At New York, NY, United States
5+ years of experience in investment management, hedge fund of funds, macro funds, single family offices, etc.
Prior experience with portfolio construction with an emphasis on alternative investments such as hedge funds and private equity
Strong critical thinking and analytical skills, with the ability to justify logically a thought process and related conclusions.
Excellent communications and presentation skills
Knowledge and a curiosity for macroeconomics, financial markets, risk premium concepts, tactical positioning, asset classes, and fund investments
Advanced Excel and PowerPoint skills
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
Portfolio & Grant Accountant Jobs
By Yale University At , New Haven, 06510, Ct
Preferred Education, Experience and Skills:
School of Public Health - Office of Finance and Administration
Well-developed financial analysis and data mining skills and an understanding of financial models.
None - Not included in the union (Yale Union Group)
Click here to see our Wage Ranges
37-55 College Street New Haven, CT 06510
Accountant Portfolio Services (Remote Orlando)
By Hilton Grand Vacations At , Orlando, Fl
Maintain and monitor various schedules as required by management
Perform ad-hoc reporting, analysis, and modeling as requested by the management.
HGV Now Offers Day One Team Member Benefits!
To fulfill this role successfully, you possess the following minimum qualifications and experience:
0-3 Years of related experience
BA/BS/Bachelor's Degree in Accounting, Finance or Business
$85,000 To $95,000 Portfolio Accountant (Hybrid) - Boston, Ma
By Professional Staffing Group At Boston, MA, United States
Calculating monthly management fees and preparing forecasts
Commuter benefit as well they give $300 towards parking and they pay 100% of the T-pass.
Monitoring/reviewing monthly financial reports prepared by third-party property managers for assigned real estate assets, including:
BS in Accounting is required with 1-3 years of accounting experience
Strong Excel skills REQUIRED; Yardi familiarity a plus
Public Accounting & Real Estate Accounting experience PREFERRED

Are you looking for a challenging and rewarding career as a Portfolio Accountant? We are looking for an experienced and motivated individual to join our team and help us manage our portfolio of investments. You will be responsible for analyzing financial data, preparing financial statements, and providing financial advice to our clients. If you have a passion for finance and a desire to make a difference, this is the job for you!

Overview:

Portfolio Accountants are responsible for managing the financial portfolios of clients. They analyze financial data, create financial reports, and advise clients on investment strategies. They must be knowledgeable in financial markets, regulations, and trends. They must also be able to communicate effectively with clients and other financial professionals.

How To Become an Portfolio Accountant:

To become a portfolio accountant, you will need to have a bachelor’s degree in accounting, finance, or a related field. You may also need to have a certification or license in order to practice in certain states. Additionally, you should have experience in financial analysis, portfolio management, and investment strategies.

Portfolio Accountant Skills:

• Financial analysis
• Portfolio management
• Investment strategies
• Financial regulations
• Risk management
• Market trends
• Communication
• Problem-solving
• Time management
• Attention to detail

What is Portfolio Accountant Knowledge?

• Financial markets
• Accounting principles
• Tax laws
• Investment products
• Financial reporting
• Risk assessment
• Asset allocation
• Financial planning
• Economics
• Business strategies

What is Portfolio Accountant Responsibilities?

• Analyzing financial data and creating financial reports
• Advising clients on investment strategies
• Monitoring financial markets and trends
• Developing and implementing portfolio management strategies
• Ensuring compliance with financial regulations
• Assessing risk and making recommendations
• Researching and evaluating investment opportunities
• Preparing financial statements and reports
• Communicating with clients and other financial professionals

What is Portfolio Accountant Experience?

• Previous experience in financial analysis, portfolio management, and investment strategies
• Knowledge of financial markets, regulations, and trends
• Ability to communicate effectively with clients and other financial professionals
• Proficiency in financial software and applications
• Ability to analyze and interpret financial data
• Understanding of accounting principles and tax laws
• Knowledge of investment products and asset allocation

What is Portfolio Accountant Qualifications?

• Bachelor’s degree in accounting, finance, or a related field
• Certification or license in certain states
• Experience in financial analysis, portfolio management, and investment strategies
• Proficiency in financial software and applications
• Knowledge of financial markets, regulations, and trends
• Understanding of accounting principles and tax laws
• Ability to analyze and interpret financial data

Portfolio Accountant Education:

• Bachelor’s degree in accounting, finance, or a related field
• Certification or license in certain states
• Professional development courses in financial analysis, portfolio management, and investment strategies
What tools help Portfolio Accountant work better?
• Financial software and applications
• Spreadsheet software
• Risk management software
• Investment analysis software
• Portfolio management software
• Financial planning software
• Tax preparation software
Good tips to help Portfolio Accountant do more effectively?
• Stay up to date on financial markets and trends.
• Develop a strong understanding of accounting principles and tax laws.
• Utilize financial software and applications to analyze data and create reports.
• Communicate effectively with clients and other financial professionals.
• Research and evaluate investment opportunities.
• Develop and implement portfolio management strategies.
• Monitor financial regulations and ensure compliance.
Common Portfolio Accountant interview questions?
• What experience do you have in financial analysis, portfolio management, and investment strategies?
• How familiar are you with financial markets, regulations, and trends?
• What financial software and applications are you proficient in?
• How would you assess risk and make recommendations?
• What strategies would you use to develop and implement portfolio management?
• How do you stay up to date on financial markets and trends?