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Portfolio Associate Jobs

Associate - Portfolio Management
By ING At New York, NY, United States
Knowledge of the industry and experience with project finance structure
BA/BS in finance/economics/accounting/management/engineering (or similar); CFA a plus
Minimum of 3 years of project finance experience
o Prepare quarterly Credit Risk Management (“CRM”) portfolio reviews;
Monitor and identify market developments and proactively manage their potential impact on the portfolio
Strong financial and credit analysis capabilities
Associate Director, Portfolio Operations: Remote
By Darwin Homes At , Austin, 78702
Supporting the management of an assigned institutional client relationship
Such other responsibilities as may be assigned by company leadership
Supporting & supervising personnel assigned to your client portfolio or “POD”
Leading & managing these personnel as needed
Covering for the Portfolio Director on your account in his or her absence
Leveraging Darwin resources, to include the POD team, to drive performance and deliver exceptional results for your client
Associate Portfolio Manager Jobs
By Insight Investment At San Francisco Bay Area, United States
Experience in fixed income portfolio management, trading, or operations helpful
Trade construction and implementation to invest cash flows and rebalance portfolios, including working with portfolio managers, traders, operations, and compliance teams
Excellent communication skills, both written and verbal
Strong quantitative skills, preferably including python, Bloomberg, and Excel
Managing/assisting with investment grade and high yield portfolios
Daily analysis of portfolio risk on multiple systems
Portfolio Management Associate Or Senior Associate
By Korn Ferry At Denver, CO, United States
Bachelor’s degree in real estate, finance, engineering, or economics, minimum GPA of 3.5 preferred.
Minimum 2-3 years of experience as an analyst for an investment firm, investment bank, consulting firm, or other similar professional exposure.
Experience with public market valuation concepts, including comparable analyses, NAV, etc. a plus.
Proficient use and knowledge of excel in order to support cash flow modeling and quantitative analyses and data aggregation.
Command of private equity and real estate valuation concepts, including DCF, IRR, NPV, cap rates, and replacement cost.
Professional, ambitious, problem solver mentality.
Portfolio Performance Associate Jobs
By John Hancock At Boston, MA, United States
At least 2-6 years of professional experience as an alternative investment manager in a portfolio management support role.
Provide timely support to clients, senior management, internal groups, and underlying fund sponsors through regular communications and ongoing diligence.
A good understanding of the concepts surrounding asset management operations from the front office to back office.
Work closely with portfolio managers and associates from various programs on deal closing, and asset allocation among affiliate entities.
You obsess about customers, listen, engage, and act for their benefit.
BS or MS in Accounting, Finance, or a related major.
Portfolio Management Associate Jobs
By Roots Management Group At Addison, TX, United States
Identify and implement software systems that automate portfolio management.
Lead dispositions, in collaboration with Asset Management and Acquisitions.
Bachelor’s degree in accounting, finance, or other business-related field with substantive and relevant work experience in finance and/or real estate.
Propose portfolio strategies; offer expertise on investments, budgets, operations, etc.
Manage and improve strategic relationships with institutional real estate investment firms.
Adhere to compliance requirements and identify and communicate risks.
Associate Director, Portfolio Management & Integrations
By Avanos Medical At Alpharetta, GA, United States
Certification(s) / License(s): Project Management Certification or equivalent required
Own and drive the portfolio management process and strategy execution
Own and drive the resource planning and management
Successful track record in project management, leading cross-functional teams
Associate Director, Portfolio Management & Integrations
Education: Bachelor’s Degree or equivalent
Associate Director, Portfolio Management And Operation
By Moderna At Cambridge, MA, United States
Bachelor’s degree and minimum 10 years of relevant (including clinical development program management) industry experience. MS or MBA preferred.
Create, manage, and improve Portfolio Ops systems and tools, to enable portfolio management of CMC activities and timelines
Prepare status reports for project review forums and communication to senior management
Direct and effective project communication to ensure that all stakeholders are fully informed and knowledgeable of project activities and their status
Manage and prioritize multiple projects in parallel
Translate and drive user requirements for internally developed applications in collaboration with our informatics/digital teams
Associate, Portfolio Finance Jobs
By Ramp At New York, NY, United States
Minimum 3 years of experience in Investment Banking, Management Consulting, or Corporate Finance at top-tier technology company
Manage our internal product across banking rails and product / commercial modeling
Contribute to our robust Capital Markets framework, including interfacing with investors and lenders and driving forward reporting requirements
Exceptional verbal and written communication skills
Excellent financial modeling and quantitative / data analysis skills
Ramp Benefits (for U.S. Based Employees)
Associate, Portfolio Management - Fundamental Products
By BlackRock At San Francisco, CA, United States
Demonstrated ability implementing technology solutions related to portfolio management, trading and data analytics. Python/SQL capabilities preferred.
Enhance and streamline portfolio management processes within the Rates and Multi-Sector teams and across the broader IFI platform.
Ability to grasp quantitative concepts and its application to portfolio management.
Experience with Aladdin tools and applications; knowledge of Aladdin data sources a plus.
4 – 6 years of relevant experience.
Knowledge of fixed income markets and an ability to recognize subtleties of different issue types / structures.
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 Finance Associate Jobs
By Generate At San Francisco, CA, United States
Measure and report to management progress against Generate’s key performance indicators
2-4 years of relevant work experience, including but not limited to structured investments, financial planning & analysis, accounting, audit or finance
Diligence funding requests and work with Treasury to manage wire processes
Adept at working independently in a high-growth and/or fast-paced environment with a dynamic set of responsibilities
Experience communicating thoughtfully to identify constructive solutions and to support the execution of cross-functional projects
Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills.
Associate, Entrepreneur Experience - Fintech Portfolio
By Endeavor Air At New York, NY, United States
Exceptionally strong project management skills
Knowledge Management (~10% of the time)
1-3 years of relevant work experience in consulting, venture capital, finance, a start-up, or an international organization
Excellent communication skills, oral and written
High interpersonal and organizational abilities; strong attention to detail
Experience in the venture capital space is a plus
Associate, Investment Administration And Portfolio Support
By NY Green Bank At New York, NY, United States
A minimum of 2 years’ experience with legal agreements for financial transactions, loan administration, compliance, and/or portfolio management
Extensive project finance experience with a technical edge in clean energy and sustainable infrastructure finance
Ongoing reporting database management and coordination with transaction teams and clients
Enable New York’s communities and residents to benefit equitably from energy efficiency and renewable energy.
Register new investments in electronic databases for transaction profiles, reporting requirements and collateral summaries
Perform ad hoc analyses and research to support NYGB’s teams and mission as well as other responsibilities as assigned
Portfolio Management Associate Jobs
By ING At New York, NY, United States
Knowledge of the energy industry and experience with project finance structure
BA/BS in finance/economics/accounting/management/engineering (or similar); CFA a plus
3-5 years of project finance experience, preferably in the power and renewables sector
o Prepare quarterly Credit Risk Management (“CRM”) portfolio reviews;
Monitor and identify market developments and proactively manage their potential impact on the portfolio
Strong financial and credit analysis capabilities
Portfolio Associate - Canada
By PIMCO At New York, NY, United States
Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm
Coordinating with Portfolio Management on re-balancing of portfolios
Assisting in account transitions and cash flow management
Responding to ad hoc requests from the Portfolio Management team
Outstanding communication skills are required to operate in a complex financial environment
Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment
Portfolio Group Associate, Special Situations
By Selby Jennings At Boston, MA, United States
3-4+ years of Investment Banking or buyside Portfolio Management experience preferred
A fundamental, analytically driven approach to value creation with strong analytical/problem-solving capability and process management skills
Ability to manage several projects at once and work effectively as an individual and as part of multiple teams
The ideal candidate will have the following qualifications:
If you meet the qualifications, please apply now!
Associate Portfolio Manager Program
By Caxton Associates At New York, United States

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

Portfolio Associate - Real-Return Commodities
By PIMCO At Newport Beach, CA, United States
Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm
Coordinating with Portfolio Management on re-balancing of portfolios
Assisting in account transitions and cash flow management
Responding to ad hoc requests from the Portfolio Management team
Good understanding of fixed income and equities including knowledge of most cash and derivative instruments
Outstanding communication skills are required to operate in a complex financial environment
Associate, Assistant Portfolio Manager
By Rabobank At New York, NY, United States
Minimum 3-5 years of experience in project finance or structured loan products (portfolio management, credit, or origination)
Financial analytical and risk assessment skills – exercise prudent risk management and judgement in handling portfolio activities
Supporting the PM in the administration, management, and monitoring of a high-volume growing portfolio
Excellent organizational skills; ability to manage multiple deals and deadlines, and self-prioritize is also essential
Loan administration and portfolio management
Minimum 3+ years of energy/infrastructure project finance experience at a financial institution

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