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Portfolio Servicing Analyst Jobs

Portfolio Strategy Analyst Jobs
By Capital Group At Los Angeles, CA, United States
Demonstrates a proficient understanding of investment products, asset allocation, securities operations, and the servicing requirements of accounts.
Exhibits passion and experience with investment instruments, markets, and the investment process.
Demonstrates intellectual curiosity, quantitative capability, and excellent analytical and problem- solving skills.
Demonstrates ability to be self-motivated and take initiative, and a commitment to continuously improve skills and self.
2-3 years ' experience, preferably in an analytical role.
4-year degree, ideally in a quantitative field (i.e., mathematics, finance, or economics).
Portfolio Analyst Jobs
By Apex Systems At Memphis Metropolitan Area, United States
6 years relative work experience experience
Access to technical training platforms
Prepares periodic review of each account.
Location: Memphis, TN- Hybrid work schedule. (Candidates should be willing to work 2-3 days a week onsite)
Portfolio Analyst - Pe Firm - 100% Remote
By Illyrian Group At United States
2-3 years experience in public accounting, FP&A or finance
Manage portfolio data collection process across designated companies
Excellent communication skills, ability to build relationships and work cross-functionally
Serve as an authority on portfolio company financials and valuations
Develop new processes and reports to drive efficiency across the operations team; create and disseminate custom reports
Ability to communicate, build relationships and work effectively across all levels
Portfolio Analyst Jobs
By The Hartford At Hartford, CT, United States
Experience managing financials and knowledge of IT financial management practices
1+ years of change/project/portfolio management experience or equivalent leadership experience
Oversee vendor management on contracts, purchase orders, MBM and invoice reconciliation and approvals
Assists with Rally support and Data management.
Assist with coordinating a continuous approach to ensure compliance with audit and regulatory requirements and non-discretionary initiatives
Bachelor’s Degree or equivalent work experience
Sr. Financial Analyst – Portfolio
By PlayStation At United States
5+ years of financial portfolio management and modeling, FP&A experience
Search and support implementation of changes, improvements, and simplification around financial reporting. Support improvement projects within PlayStation Studios Finance
BA/BS in business, strategy, finance, economics or related field; MBA and/or CFA designation preferred
Experience with developing sophisticated financial analysis, modeling, budgeting and reporting/dashboarding tools
Experience in gaming industry and/or in consulting strongly preferred
Strong communication and presentation skills
Junior Portfolio Analyst Jobs
By Berkadia At Scottsdale, AZ, United States
Exceptional organizational and time management skills.
Bachelor’s Degree, preferably in a real estate, business, or finance concentration or at least 2 years of relevant work experience.
Provide investors with timely, accurate, and pertinent information based on specific requirements.
Assist Portfolio Managers with borrower requests including lease reviews, assumptions, modifications, condemnations, easements and reserves.
Provide Portfolio Managers with market data research reports using tools such as Costar.
Knowledge of Microsoft Office software including Excel, Word, Outlook is required.
Portfolio Analyst Jobs
By Fenway Search At Natick, MA, United States
The Portfolio Financial Analyst will have an integral role in supporting the operations, finance,
- Manage and reconcile portfolio company financial data in iLevel portfolio reporting package
recognized public accounting, consulting firm, or experience working within portfolio analytics at a
- Excellent record of academic achievement with an accounting and/or finance degree from a leading university
valuations, and investor relations teams, investment activities and LP reporting processes, including:
- Review transaction legal documents to understand respective portfolio company capital structures
Analyst, Portfolio Compliance Jobs
By PIMCO At Austin, TX, United States
0 – 3 years of professional experience in compliance or the investment management industry
Collaborating with Account and Portfolio Management to resolve outstanding compliance issues.
Learn and adapt to new processes, concepts, and skills quickly
Possess excellent communication and interpersonal skills
Minimum of a Bachelor’s Degree (Accounting, Business, Finance or Economics preferred)
Intermediate/advanced working knowledge of MS Excel.
Portfolio Analyst (Hybrid Work Model)
By Swiss Re At New York, NY, United States
Review portfolio risk monitoring and credit loss forecasts for senior management
Prior experience with fixed income products across Loans, Corporates and Securitized; High Yield and Distressed debt experience also a plus
Knowledge of following concepts; Probability of Default, Loss Given Default, Effective Interest Rate, Exposure at Default and Scenario Design.
Understanding of Credit provisioning under IFRS for fixed income, and knowledge of valuation methodologies and statistical techniques securities a plus
Primary Responsibilities Of The Analyst Role Include
Review Quarterly asset performance and provide deep analytics & insights and valuation related support
Analyst, Portfolio Retention Jobs
By Arbor Realty Trust At New York, NY, United States
Possess excellent analytical, communication, organizational and multi-tasking skills
The Analyst will have the following duties and responsibilities, including but not limited to:
Collect, review, and analyze financial exhibits & market data for debt structure modeling in Excel
Conduct due diligence of the borrower
Complete market research through third party information sources
Coordinate with the originator and the underwriting department in the processing of the applications.
Institutional Portfolio Analyst Jobs
By RBC Wealth Management At Minneapolis, MN, United States
Excellent time management skills and the ability to independently manage competing priorities
Bachelor’s degree, preferably in Finance, Accounting, Economics or related field
1-2 years of financial services industry experience
Working knowledge of fixed income and equity securities
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Opportunities to take on progressively greater accountabilities
Portfolio Analyst Jobs
By Insight Global At Phoenix, AZ, United States
Strong experience working in PowerPoint and Excel for reporting.
This person needs to be local to Phoenix for a hybrid office model.
Must have clear written, and verbal communication, and portray confidence in coordinating with multiple teams.
Proficient at creating presentations and presenting to the team.
Qualified to help support standardizing processes and adding detail where needed.
Work on presentations through PowerPoint and Excel, prepare monthly reports and coordinate with individual teams
Portfolio Analyst - Equity
By Invesco US At Houston, TX, United States
Experience in working with Operations and/or Data Management groups within the Investments industry is preferred
Build an understanding of the intricacies and management philosophy of the Invesco Solutions products assigned.
Assist (Investments, Product Management and Marketing teams, etc.) in the reporting and analysis of portfolio and benchmark characteristics.
Prior experience in Operations, Accounting, or Finance in the securities/investment industry is preferred
Strong technology skills including the knowledge of investment analytics/attribution applications (such as FactSet, Aladdin, PORT, Eagle, Barra, etc.) are preferred
Experience in portfolio analysis, portfolio analytics, and/or performance measurement is preferred
Director Of Servicing Jobs
By Conventus At West Palm Beach, FL, United States
5+ years of Management Experience
Experience with Client and Relationship Management
Monitor the performance of the customer facing team through case management.
Manage and monitor the productivity and daily functions of the Loan Operations Staff
Develop and implement strategic procedures to enhance the customer experience and performance of the assets.
Lead and manage daily work flow in an effort to meet the department SLAs and P&Ps
Portfolio Analyst Jobs
By Deutsche Bank At Chicago, IL, United States
Meet regularly with, and present recommendations/written summaries to Portfolio Managers; interact with investment management/research staff/brokers/company management/traders/outside investment analysts/etc.
Work closely with other analysts and portfolio managers to assist in company and sector analysis
BA or BS required with 0-2 years work experience
Experience and advanced understanding of Excel/VBA
Strong interpersonal skills with the ability to work autonomously and within a close group setting
A range of flexible benefits including Retail Discounts, Commuter Discounts and Gym benefits
Portfolio Analyst Jobs
By Clarity Recruiting At New York, NY, United States
Fundamental knowledge and understanding of multifamily transactions and management
Demonstrated time management skills with the ability to manage multiple projects
Support portfolio management in annual budget and asset planning process
2-3 years of real estate investment/development, investment banking, or finance experience
Maintain and analyze fund-level financial models in order to manage liquidity needs
Experience underwriting ground-up multifamily development opportunities with waterfall structures as well as core/core-plus and value-add investment opportunities
Analyst, Portfolio Analytics Jobs
By Ares Management Corporation At Simsbury, CT, United States
Support portfolio management including investment diversification, performance calculations, and other complex analytics
Provide detailed analysis of financial statements and reporting from fund managers
Provide data to Finance and Investor Relations as part of investor presentations and fundraising efforts
Bachelor’s degree in Accounting, Finance, Economics or Mathematics
Strong financial analysis, writing and presentation skills
Strong work ethic, detail oriented and strong organization skills
Analyst / Portfolio Manager Jobs
By Brown Capital Management At Washington DC-Baltimore Area, United States

International equity research.

Loan Portfolio Analyst Jobs
By LendKey Technologies, Inc. At United States
3+ years of business analyst experience - product management experience preferred
Experience working in finance & retail and/or consumer lending industries
Desire to pursue product management
Drive requirements for the loan participation platform to:
Leverage loan & finance industry expertise to inform product decisions
Leverage knowledge of ACH and modern payment technologies
Analyst, Portfolio Analytics Jobs
By Bellwether Asset Management, Inc. At El Segundo, CA, United States
Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
Actively engage and coordinate deliverables with Asset and Portfolio management teams
Ability to manage and organize large amounts of data and communications
Advanced Excel and PowerPoint skills
Experience in Tableau is a plus
Bachelor’s degree is required, preferably in Finance, Economics or Engineering fields

Are you looking for an exciting opportunity to use your financial analysis skills to help people achieve their financial goals? We are looking for a Portfolio Servicing Analyst to join our team and help us provide our clients with the best possible service. You will be responsible for analyzing and managing portfolios, providing financial advice, and ensuring that our clients receive the highest quality of service. If you are a motivated individual with a passion for financial analysis, this is the perfect job for you!

Overview:

A Portfolio Servicing Analyst is responsible for providing portfolio servicing support to clients, including loan origination, loan servicing, loan modifications, and loan workouts. They are responsible for ensuring that all loan servicing activities are completed in a timely and accurate manner.

Detailed Job Description:

The Portfolio Servicing Analyst is responsible for providing portfolio servicing support to clients. This includes loan origination, loan servicing, loan modifications, and loan workouts. The Portfolio Servicing Analyst will review loan documents, analyze loan data, and ensure that all loan servicing activities are completed in a timely and accurate manner. They will also be responsible for responding to customer inquiries, resolving customer complaints, and providing customer service.

What is Portfolio Servicing Analyst Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent customer service skills
• Ability to work independently and as part of a team
• Knowledge of loan origination, loan servicing, loan modifications, and loan workouts
• Proficiency in Microsoft Office Suite
• Ability to multitask and prioritize tasks

What is Portfolio Servicing Analyst Job Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• 2+ years of experience in loan servicing or related field
• Knowledge of loan origination, loan servicing, loan modifications, and loan workouts
• Ability to work independently and as part of a team

What is Portfolio Servicing Analyst Job Knowledge?

• Knowledge of loan origination, loan servicing, loan modifications, and loan workouts
• Knowledge of banking regulations and compliance
• Knowledge of financial analysis and reporting

What is Portfolio Servicing Analyst Job Experience?

• 2+ years of experience in loan servicing or related field
• Experience in customer service
• Experience in financial analysis and reporting

What is Portfolio Servicing Analyst Job Responsibilities?

• Review loan documents and analyze loan data
• Ensure that all loan servicing activities are completed in a timely and accurate manner
• Respond to customer inquiries and resolve customer complaints
• Provide customer service
• Monitor loan performance and identify potential risks
• Prepare loan documents and reports
• Maintain loan records and databases