Register
Recruit Create CV

Portfolio Associate Jobs in New York, New York

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, 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, 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
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
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 ...

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
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, 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 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
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, Global Portfolio Analytics
By Hoxton Circle At New York, NY, United States
$110,000 – $130,000 (compensate to 2 – 4 years of experience)
Candidates should expect professional advancement in a high-pedigree, growth environment, along with competitive benefits, including:
Calculate performance return metrics (TWR, IRR, MOIC, etc.) for private capital portfolios
Interface with internal financial teams in data gathering and analysis as well as external valuation firms
Provide ad hoc support for other valuation and investment performance related requests
Provide valuation related support to the enterprise FP&A for the AOP and multi-year planning process
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 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.

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