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Portfolio Management Associate Jobs in Suffolk, New York

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

What You Will Be Doing

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
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
Wealth Management Solutions, Portfolio Management Associate
By JPMorgan Chase & Co At , Newark, 19713
Strong problem-solving, control, and project management skills
Required Qualifications, Skills and Capabilities
Maintain knowledge of the managed solutions utilized throughout the managed accounts business
Assist Wealth Management portfolio managers with account maintenance issues and account trading inquiries
Experience with Managed Accounts highly preferred
Implementation of portfolio manager's trade direction
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
Associate Manager, Medical Strategy & Portfolio Management
By Olympus Corporation of the Americas At Greater Boston, United States
BS/BA degree required, with MBA or Masters in Management preferred.
Provide guidance and advise on consistent ways to identify and apply risk adjustment to financial projections.
Support efforts to identify opportunities for adjacencies and/or market expansion across our Medical business to bridge medium and long-term growth gaps.
Support, and as required lead, new growth opportunity projects; develop early opportunity assessments, including strategic rationale and preliminary business cases.
Ability To travel up to 25%, including international
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.
Associate Director Of Portfolio Management
By Biogen At Durham, NC, United States
Portfolio or project management certification (e.g. PfMP, PgMP, PMP, SAFe)
Knowledge of project management principles, resource management and change management techniques
Strong leadership and people management skills with the ability to inspire and motivate teams to achieve high levels of performance
Lead and manage the I&O Portfolio Management team, consisting of program/project managers (PMs)
Maintain and evolve project portfolio management (PPM) methodologies, standards, and best practices
Work with the IT Management Office to drive standardization of PPM process and tools across IT
Underwriting/Portfolio Management - Data Entry/Investigator
By Santander US At , Melville, Ny

WHAT YOU WILL BE DOING

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 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 Marketing Manager, Dolls Portfolio
By Mattel, Inc. At El Segundo, CA, United States
Lead cross-functional teams with adept project management skills for flawless execution of high-profile, global campaigns.
Demonstrated leadership, project management and strategic thinking skills.
Excellent written/verbal, time management and quantitative/analytical skills required.
Minimum of 4 years (2 years with MBA) specifically either brand marketing experience or consumer marketing experience
Associate Manager of Global Brand Marketing
Translate consumer and business insights into strategic, clear marketing briefs
Portfolio Management Associate Jobs
By Redding Ridge Asset Management At Charlotte, NC, United States
Outstanding analytical skills and experience developing analytical frameworks, ideally with formal credit training at a bank of buyside credit management firm
Strong Excel and data management skills with a keen eye for detail
Leverage detailed analysis and market knowledge to partner with portfolio managers and investment relations team on monthly letters and investor correspondence
Augment portfolio managers and existing support team with targeted credit research, specifically with respect to underperforming companies
2-4 years of experience in research, trading, banking, capital markets, or investments in credit markets required
Exceptional verbal and written communication skills
Associate Portfolio Manager Jobs
By AllianceBernstein At Nashville, TN, United States
Generate purchase or sell orders to manage client cashflows, FX rebalancing and active investments.
Manage portfolio cash balances and ensure cash balances are consistent with product guidelines and current investment strategy.
Ability to demonstrate general knowledge and curiosity about fixed income markets
Coding experience beneficial, SQL, Python or use of data visualization tools like PowerBI
Monitor portfolios’ positions and risk analytics compared to benchmarks and targets. Highlight deviations and recommend orders to rebalance portfolios.
Monitor portfolio positions and trade orders for compliance with client guidelines.
Portfolio Associate Jobs
By Mach Partners At Dallas-Fort Worth Metroplex, United States
1-3 years of relevant experience in finance or accounting related roles
Degree in accounting or finance is a plus
Expert level Microsoft Excel skills including modeling, array functions, pivot tables
Demonstrated analytics, critical thinking and problem solving skills to achieve results
Self-starter with the ability to manage multiple work efforts in a dynamic, fast-paced environment
Working knowledge of VBA or Microsoft Power Query is a plus
Director Portfolio Management Jobs
By Celularity Inc. At Florham Park, NJ, United States
8 years of experience in portfolio management, project performance analytics, resource planning/utilization, financial analysis/budgeting and process analytics.
Robust project management capabilities to drive assets from development through commercialization.
Support Global Program & Portfolio Management organization, governance, and operating model initiatives.
Must demonstrate knowledge of the overall drug development process relevant to biotech/pharmaceutical companies; Cell Therapy development experience is highly desirable.
Define key performance indicators and facilitate program review and milestone meetings in collaboration with project managers supporting all programs.
10+ years of biopharmaceutical industry experience.
Information Technology Portfolio Management - Financial
By Humana At , Riverton, 82501, Wy
Experience working in an Agile and Waterfall methodologies.
Knowledge of IT infrastructure framework.
Ability to manage multiple tasks and deadlines with attention to detail.
Expertise in MS Excel and knowledge of SharePoint.
Must be passionate about contributing to an organization focused on continuously improving consumer experiences.
Skilled in financial modeling and valuation analysis
It Portfolio Management Professional
By Humana At , Washington, 20006, Dc
Bachelor's degree, 5 years in a technology related function, 3 of which in portfolio management.
Intermediate to advanced expertise in MS Excel, with foundational knowledge of PowerPoint and SharePoint.
Experience working in an Agile and Waterfall methodologies.
Ability to manage multiple tasks and deadlines with attention to detail, communicate effectively and deliver presentations to senior leaders.
Must be passionate about contributing to an organization focused on continuously improving consumer experiences.
Is comfortable and skilled in operating in a complex operational matrix organization.

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