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Portfolio Management Associate Jobs

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.
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.
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 ...

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
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
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.
Executive Director Portfolio Management
By Parexel At , Remote
Excellent program/project management and control skills.
Line management experience is required
Experience with organizational change management.
Portfolio KPI management; scorecard management; supporting financial management and reconciliation
Management of communication between internal stakeholders
Aptitude to interface with all levels of staff, including top management.
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
Portfolio Management Associate, Nature For Water Facility
By The Nature Conservancy At , Arlington, 22203, Va
Supports N4W project governance by executing engagement knowledge management loops and ensuring final products are relevant and accessible
Partners with N4W knowledge management team to build out and maintain our N4W intranet
Experience in project management & business process improvement
Experience using relational database management software including Tableau and Power BI
Experience with written and verbal communication in the English language
Experience with general purpose programming languages (e.g. Python, R)
Executive Director Portfolio Management
By Parexel At Durham, NC, United States
Excellent program/project management and control skills.
Line management experience is required
Experience with organizational change management.
Portfolio KPI management; scorecard management; supporting financial management and reconciliation
Management of communication between internal stakeholders
Aptitude to interface with all levels of staff, including top management.
Vp, Portfolio Management Jobs
By Rhapsody At United States
Strong leadership and management skills, with experience managing and developing a team
Manage the product portfolio lifecycle for all offerings including pricing, product performance tracking, and service requirements
Minimum of 10 years of experience in product management, with at least 5 years in a leadership role
Excellent communication and collaboration skills, with the ability to work effectively across cross-functional teams and senior management
Lead and manage the product management team, including hiring, coaching, and setting the direction and priorities for the team
Define and implement product management processes and best practices
(Usa) Senior Manager Ii, Portfolio Management
By Walmart At Bentonville, AR, United States

Acts as an altruistic servant leader and is consistently humble, self-aware, honest, and transparent.

Seeks and implements continuous improvements and encourages the team to leverage new digital tools and ways of working.

Associate/Senior Associate, Portfolio Management
By Wilshire At Santa Monica, CA, United States
Team player with a passion for investment management
(50%) Assist senior portfolio managers with the construction and review of portfolio allocation models
(20%) Schedule and participate in regularly scheduled due diligence meetings and conference calls with investment managers
Minimum 4 years of relevant experience
BA/BS in finance, economics, or related studies with strong academic credentials required
Ability to prioritize tasks, manage time effectively, and handle competing priorities in a fast-paced environment
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
Director-Abl Portfolio Management Jobs
By Fifth Third Bank At Rosemont, IL, United States
Extensive knowledge of private equity, capital markets, merger and acquisition structures, and understanding I experience with credit analysis is required
Minimum Knowledge And Skills Required
Establish strong working partnerships and routines with key internal partners Manage and prioritize a pipeline of financing and advisory M&A opportunities
Leverage extensive knowledge of financing and M&A solutions and relevant M&A and capital markets activity
Through knowledge of credit policies, procedures, and terminology
Strong interpersonal and relationship building skills

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