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Portfolio Management Assistant Jobs

Portfolio Admin/Data Assistant
By Rudin At New York City Metropolitan Area, United States

Portfolio Admin/Data Assistant, Commercial Property Management

Management Assistant Jobs
By Boise State University At Boise, ID, United States
Knowledge of supervisory practices, management practices, financial record keeping methods and personnel administration.
Part of the management team and participate in management decisions and may supervise staff.
Work with donors, board members, university administrators, and business executives; may assist with board meetings, and document management.
Prepare and edit correspondence and confidential documents for donors and staff.
Processes Purchase Orders and Requisitions
Runs queries, and updates information using Raisers Edge (or a similar database), as well as other data analysis tools.
Management Assistant Jobs
By Next Step Talent At Los Angeles, CA, United States
Calendar management for talent managers
Aid talent managers in preparing for meetings
Responding to emails and document requests on behalf of talent managers
Draft slides, meeting notes and documents for talent managers
Aid talent managers with booking travel, and planning event releases
Manage one talent on our roster
Portfolio Administrative Assistant Jobs
By VineBrook Homes LLC At Camp Dennison, OH, United States
Minimum Qualifications (Knowledge, SKILLS, And Abilities)
Prior property management or real estate company experience
Generating POs w/ Management approval
Proficient using computers and property management software
Strong attention to details, analytical, interpersonal and communication (verbal, written, and listening) skills
Must be capable of working effectively with people from differing backgrounds/education levels
Director Portfolio Management Jobs
By Walgreens At Deerfield, IL, United States
A Bachelor’s Degree and at least 8 years of experience performing Portfolio / Program / Project Management
At least 5 years of experience in agile portfolio management; leading and managing large-scale programs.
Certification in Project Management (PMP) as granted by PMI.
Hires, leads, manages, coaches, develops and evaluates direct and indirect reports.
At least 2 years of experience negotiating with outside vendors, including negotiating contracts, prices, resolving service issues and reconciling differences.
Experience developing strategic initiatives that align with business goals and budget.
Assistant Portfolio Manager Jobs
By KMA Human Resources Consulting At Portland, ME, United States
Bachelor’s degree and 3+ years of experience in wealth management, trading, operations, and/or client services.
Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client
Experience with planning software, such as EnvestNet and MoneyGuidePro.
Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences
Maintains a high level of collaboration with investment research and relationship team
Liaises with administrative and operations team members to provide exemplary service to the client
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
Assistant Manager, Product Portfolio Management
By Navy Federal Credit Union At , Vienna, 22180
Advanced skill effectively communicate technical and non-technical issues and information clearly and concisely to all levels of management and team members
Significant organizational, research, analytical, problem-solving, planning and time management skills
Significant skill interacting with staff, management, and vendors, with diplomacy and thoughtfulness
Effectively communicate with staff, senior management, internal technology teams, and vendors/system providers regarding system implementations, enhancements, process redesign, and technology programs
Significant skill identifying and analyzing business requirements and recommending solutions
CPA, PMP, CISA or related certifications Bachelor’s degree in Finance, Accounting, Computer Science, Information Technology, or related field
Property Portfolio Assistant Jobs
By Loudoun County Government At , Leesburg $46,939 - $79,796 a year
Certifications related to property management, project management, and/or facility management, such as LEED, CMH, or CAPM
Organizing lease and property owned files in preparation for transitioning to a new property management system.
Collaborating with the Contract Manager to prepare bid documents for services.
Prior local government work experience
Handling accounting tasks such as requesting purchase orders, reviewing invoices for payment, and procuring necessary items.
Performing clerical duties, such as updating and maintaining contact lists, forms, and other documents on a daily basis.
Assistant Portfolio Manager Jobs
By Invitation Homes At , Tampa $19.11 - $33.13 an hour
Proven administrative experience in Property Management or related field
Working knowledge of property management software programs and Microsoft Office Applications
Managing resident and property related issues as they arise and document in specified property management system
To attract and retain top talent, we're pleased to offer competitive compensation and benefits, including:
Assisting the Portfolio Director in maintaining occupancy levels, ensuring positive resident relations, and complying with all reporting requirements
Customer service oriented; strong communication, organizational and interpersonal skills
Underwriting/Portfolio Management - Data Entry/Investigator
By Santander US At , Melville, Ny

WHAT YOU WILL BE DOING

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.
Underwriting/Portfolio Management - Data Entry/Investigator
By Santander Bank, N.A. At Melville, NY, United States

What You Will Be Doing

Director Portfolio Management Jobs
By American Express At New York, NY, United States
Lead all aspects of contingent workforce management in conjunction with the vendor management team
Build a strong partnership with Tech Finance to collaborate and create deliverables for forecasting, annual and long-range plans.
Develop and coach your team through process, tooling, and reporting changes while establishing a common knowledge base across all team members.
Bachelor's Degree in Computer Science, Information Systems, Business Administration, Finance, or other related field, MBA preferred
Leadership – Experience in building, leading, and mentoring diverse and global teams
Experience in leading multiple projects through the software development lifecycle (SDLC) and agile development methodology
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.
Senior Director, Corporate Portfolio Management
By Intel Corporation At Santa Clara, CA, United States
7+ years of people management and or large-scale project management experience
Prepare and communicate opportunities effectively to executive management and the board
Ability to manage multiple simultaneous high-priority projects and stakeholders (often including project management of cross-functional teams)
Strong network, experiences, and knowledge within both the semiconductor and technology ecosystem
Bachelor's degree in finance, technology, business or related
12+ years of professional business experience including:
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)
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
Management Assistant (Represented) Jobs
By City of Reno At Reno, NV, United States

Management Assistant (Represented) Print Subscribe Class Title Management Assistant (Represented) Class Code 5340 Salary $65,707.20 - $92,435.20 Annually + Definition + ...

Management Portfolio Analyst Jobs
By Michael Page At New York, United States
2-4 years of professional experience in investment operations, portfolio management, fund administration, banking,
Competitive compensation, fast growing insurance company |High quality company culture & benefits
Collaborate with investment teams and portfolio managers to provide operational support, including trade
Strong attention to detail and organizational skills with ability to work independently and multi-task in a complex
Excellent communication skills, both verbal and written, and ability to think critically.
Experience in analyzing investment performance, risk metrics, portfolio analytics, and preparing reports and

Are you looking for an exciting opportunity to help manage portfolios and make a difference? We are looking for a motivated Portfolio Management Assistant to join our team and help us achieve our goals. You will be responsible for providing administrative and operational support to the portfolio management team, as well as helping to develop and implement strategies to maximize returns. If you are an organized, detail-oriented individual with a passion for finance, this could be the perfect job for you!

Overview:

Portfolio Management Assistants are responsible for providing support to portfolio managers in the management of a variety of investments. They are responsible for researching and analyzing financial data, preparing reports, and providing administrative support. They must have a strong understanding of financial markets and be able to interpret financial data.

How To Become an Portfolio Management Assistant:

To become a Portfolio Management Assistant, you will need to have a bachelor’s degree in finance, economics, or a related field. You will also need to have strong analytical and communication skills, as well as experience with financial software. Additionally, you may need to obtain a license or certification, depending on the state in which you work.

Portfolio Management Assistant Skills:

• Financial Analysis
• Research
• Data Analysis
• Report Writing
• Administrative Support
• Financial Software
• Communication
• Problem Solving
• Time Management
• Attention to Detail

What is Portfolio Management Assistant Knowledge?

• Financial Markets
• Investment Strategies
• Risk Management
• Portfolio Management
• Financial Regulations
• Accounting Principles
• Economics
• Taxation
• Financial Planning

What is Portfolio Management Assistant Responsibilities?

• Research and analyze financial data
• Prepare reports and presentations
• Monitor portfolio performance
• Provide administrative support
• Assist with portfolio management activities
• Ensure compliance with financial regulations
• Maintain records and databases
• Develop investment strategies
• Monitor market trends

What is Portfolio Management Assistant Experience?

• Previous experience in a financial or administrative role
• Knowledge of financial markets and regulations
• Experience with financial software
• Ability to interpret financial data
• Strong analytical and communication skills
• Ability to work independently and as part of a team

What is Portfolio Management Assistant Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Licenses or certifications, depending on the state in which you work

Portfolio Management Assistant Education:

• Bachelor’s degree in finance, economics, or a related field
• Licenses or certifications, depending on the state in which you work
What tools help Portfolio Management Assistant work better?
• Financial software: Financial software can help portfolio management assistants analyze financial data, track portfolio performance, and develop investment strategies.
• Spreadsheet software: Spreadsheet software can help portfolio management assistants organize and analyze financial data.
• Database software: Database software can help portfolio management assistants store and manage financial data.
Good tips to help Portfolio Management Assistant do more effectively?
• Stay up to date on financial markets and regulations.
• Develop strong analytical and communication skills.
• Utilize financial software to analyze data and track portfolio performance.
• Develop a strong understanding of accounting principles and economics.
• Develop a system for organizing and managing financial data.
• Work closely with portfolio managers to ensure compliance with regulations.
Common Portfolio Management Assistant interview questions?
• What experience do you have in financial analysis and research?
• How familiar are you with financial software?
• What do you know about financial markets and regulations?
• How would you go about developing investment strategies?
• What do you think are the most important skills for a portfolio management assistant?
• How do you stay up to date on financial markets and regulations?