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Portfolio Management Associate Jobs in New York

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
Project & Portfolio Management - Project Associate- Openings
By Rose International At New York, NY, United States
Project & Portfolio Management - Project Associate .
Kamran Azad from Rose International
location is New York, NY, 10020.
pay rate is $63/hr. (W2)
Interested candidates, kindly send updated resume at my email [email protected] or connect with me at 469-200-3268.
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
Underwriting/Portfolio Management - Data Entry/Investigator
By Santander Bank, N.A. At Melville, NY, United States

What You Will Be Doing

Associate, Private Brand Portfolio Management
By Macy's At New York City Metropolitan Area, United States
Partner with the Director, Private Brands Portfolio Management to support ongoing brand analysis and develop key processes and tools
Associate, Private Brands Portfolio Management
Work with merchant and finance teams to measure and analyze brand sales impact and profitability/ROI
• Build, maintain, and aid in the reporting of brand health trackers and education of cross functional teams
Strong business acumen with exceptional communication skills
Experience managing up when needed and providing operational excellence for Director and broader team
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
Corporate Banking Portfolio Management - Associate
By Sumitomo Mitsui Banking Corporation At New York, NY, United States
Intermediate knowledge of all elements of credit risk management, including legal, compliance and US regulations pertaining to lending.
3-5 years of job relevant work experience in a corporate banking function, credit anlayst experience strongly preferred.
Excellent analytical and critical thinking skills, with an ability to synthesize large amounts of information and accurately assess complex information.
Must be highly proficient in the use of MS Excel, Word and PowerPoint. Excellent financial modeling/valuation skill.
Provide support in managing and executing transactions from beginning to closing including building and maintaining financial models.
Preparation of credit applications, borrower rating applications, annual/quarterly client reviews.
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
Portfolio Management And Investor Relations Associate
By Breakthrough Properties At New York City Metropolitan Area, United States
Administer electronic delivery and file management for investor communications such as subscription documents, distribution notices, and other important reports and certifications.
3-5 years of related experience Client Service / Investor Relations, Portfolio Management, Accounting, Acquisitions, or Asset Management.
Prepare quarterly reports, presentations, and asset reviews for senior management and investors.
Develop business knowledge and articulate Breakthrough’s investment strategy, platforms, and competitive advantages to both existing and potential investors and other stakeholders.
Direct experience in private equity institutional funds will be a plus.
Experience with Juniper Square or similar software is a plus.
Cfpm - Capital Formation & Portfolio Management Opportunities
By Rialto Capital At New York, NY, United States

Rialto is a fully integrated real estate investment management and asset management company with a dedicated special servicer. Rialto invests and manages assets throughout the real estate capital ...

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
Senior Associate, Portfolio & Risk Management
By Yieldstreet At New York, United States
At least 2 years of finance, investment management or risk experience, bonus for experience in a credit underwriting/risk role
Portfolio & Risk Management’s core responsibilities:
Bachelor’s degree or equivalent experience. CFA or CAIA is a plus
Excellent prioritization skills to balance multiple projects with competing deadlines
Knowledge of design tools, Google Sheets, Google Docs, Google Slides, PowerPoint, Excel, Word
Investment Process: Understand and challenge risk assumptions and conduct upfront independent deal-level risk reviews
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
Wealth Management, Private Portfolio Solutions - Associate
By JPMorgan Chase Bank, N.A. At , New York, Ny $135,000 - $150,000 a year
Monitor and analyze performance and exposures across all of the managed and advisory private investment programs
3 or more years of relevant experience
Develop and deliver tailored advice for clients to help them achieve their long-term objectives for their private investments portfolio
Conduct research and analysis which aim to inform portfolio construction
Robust analytical proficiency particularly using excel
Portfolio Reporting & Impact Management Analyst
By Local Initiatives Support Corporation (LISC) At New York City Metropolitan Area, United States
Provide project management support for LISC’s annual rating agency reviews from S&P and Aeris
Act as backup for cash management functions, including processing wire transfer and ACH transactions and maintaining cash activity reports.
Experience or demonstrated interest in community development finance, lending, impact investing, impact measurement, or similar concepts
Equip talent in underinvested communities with the skills and credentials to compete successfully for quality income and wealth opportunities.
Invest in businesses, housing and other community infrastructure to catalyze economic, health, safety and educational mobility for individuals and communities.
Commitment to diversity, equity, inclusion and justice, and experience working in diverse communities or teams

Are you looking for an exciting opportunity to join a dynamic team of portfolio management professionals? We are looking for a Portfolio Management Associate to join our team and help us manage our clients' investments. You will be responsible for analyzing financial data, researching investment opportunities, and providing portfolio management advice to our clients. If you have a passion for investing and a desire to help others achieve their financial goals, this is the job for you!

Overview A Portfolio Management Associate is a professional who is responsible for managing a portfolio of investments for a company or individual. They are responsible for researching and analyzing investments, making decisions on which investments to make, and monitoring the performance of the portfolio. Detailed Job Description A Portfolio Management Associate is responsible for researching and analyzing investments, making decisions on which investments to make, and monitoring the performance of the portfolio. They must have a strong understanding of the financial markets, and be able to identify and evaluate potential investments. They must be able to develop and implement strategies to maximize returns and minimize risks. They must also be able to communicate effectively with clients and other stakeholders. Job Skills Required
• Knowledge of financial markets and investments
• Ability to research and analyze investments
• Ability to develop and implement investment strategies
• Ability to communicate effectively
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize effectively
• Knowledge of financial regulations and compliance
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant experience in portfolio management
• Professional certifications such as CFA or CFP
• Knowledge of financial software and systems
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial regulations and compliance
• Knowledge of financial software and systems
Job Experience
• Relevant experience in portfolio management
• Experience in developing and implementing investment strategies
Job Responsibilities
• Research and analyze investments
• Develop and implement investment strategies
• Monitor the performance of the portfolio
• Communicate effectively with clients and other stakeholders
• Manage multiple tasks and prioritize effectively
• Ensure compliance with financial regulations