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Senior Portfolio Accountant Jobs

Senior Portfolio Analyst Jobs
By Selby Jennings At Miami, FL, United States
Assist with portfolio management, construction, optimization, and analysis.
Provide recommendations and improvements for the portfolio through a quantitative lens.
Lead internal and external discussions with team members & investors regarding portfolio performance and initiatives.
Find patterns in data and make predictions about future market movements
Designing, researching, and managing sophisticated investment strategies through the creation of advanced quantitative models
Bachelor's degree from a top university with a strong GPA
Senior Director Enterprise Portfolio Planning
By WellBe Senior Medical At Chicago, IL, United States
15+ years of experience in progressively more responsible strategy development and execution, project management, business development, consulting, or financial roles.
Experience managing scalable technology products or platforms, setting a vision for product usage and impact, driving user adoption, and vendor management
Strong relationship management, communication, and listening skills; an ability to establish effective relationships with individuals across teams and in technical roles
Strong project and process management skills the ability to drive projects from inception to completion while managing multiple high-priority projects simultaneously
Establishes and drives a company-wide portfolio management process to ensure consistency for prioritizing, monitoring and decision- making of corporate wide initiatives.
Works with finance and operations to integrate program benefits and timing into financial and operational forecasts.
Senior Portfolio Banker Jobs
By Northern Trust Corp. At , Los Angeles, 90067 $198,000 - $220,000 a year
Extensive credit and relationship management experience.
Proactively advises and consults with clients as it relates to Goals Driven Wealth Management
Responsible for direct interaction with different committees and/or management
Strong interpersonal and consultative skills.
Substantial Financial analysis and client servicing experience.
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Senior Portfolio Manager Jobs
By Leah Yosef International At Buffalo-Niagara Falls Area, United States
Collaborative culture comprised of comprehensive financial planners, deep trust administration and estate planning capabilities, and a robust investment management team
Excellent opportunity to make an impact as the Firm continues to evolve to best service their clientele
The Firm has a history of retaining and promoting talent
Travel to offices in upstate New York
Not a business development role, no portable book of business required
Senior Analyst - Portfolio Strategist
By Green Rock Energy Partners At New York, NY, United States
oOversee production of financial/operational data for regular portfolio management meetings to review the business’s performance metrics
oMaintain financial model, including 10-year forecast updates as informed by management team
oPreparation of presentation materials for management team and board meetings
·Detail-oriented, analytical, and resourceful with excellent organizational skills
·Strong communication and interpersonal skills, including a demonstrated ability to write effectively
oSupport financial functions such as annual audit processes and valuation exercises
Senior Portfolio Accountant $100K To $110K Plus Bonus
By ProPivotal Staffing At Newton, MA, United States
Proficiency with Property Management/Accounting software, Yardi preferred
Join a large firm with significant growth potential to Manager and above
Bachelor's Degree in Accounting, Finance or Business Administration with 3.0 minimum GPA
3+ years of accounting experience
$100k-$110k/year pay rate with bonus eligibility
A company that values work-life balance
Portfolio Accountant Jobs
By Holladay Properties At Nashville, TN, United States
Identify and investigate potential AR exposures and determine which balances to escalate to property management and/or the client
Independently manage and determine priority of outstanding tasks and research requests
Accounting related experience of at least 2 years preferred
Leasing related experience a plus
Solid customer service and interpersonal skills
Experience reading and understanding leases preferred
Senior Associate - Portfolio Valuations
By Hoxton Circle At New York, United States
4+ years of related experience in valuations or investment banking, advisory or management consulting
Advanced-level financial modeling skills (DCF)
Experience in calculating various return metrics (TWR, IRR, MOICs)
CFA II or equivalent would be preferred but not mandatory
Senior Director Auto Lending, Portfolio Performance
By Upstart At United States
Strong vendor management/selection experience, specifically with repossession, remarketing, auto-collections, and debt-buying entities.
Deep analytical, problem solving and planning skills. Demonstrated ability to understand and communicate performance trends and steps being taken to improve.
Strong communication skills and ability to present information in a clear and concise manner to senior leadership and external stakeholders.
Evaluate current internal practices and recommend new strategies and programs designed to improve overall auto portfolio performance.
Own and drive compliance risks, lead remediation process issues/ risk to a successful resolution.
Lead projects and partner with engineering, product, legal, compliance and other key stakeholders to drive efficiencies, performance, and maximize dollars recovered.
New Opportunity - Senior Portfolio Manager - 125K
By Trajan Wealth LLC At Scottsdale, AZ, United States
Minimum 10-15 years of progressive experience in the Investment Management industry.
Assists with management of Trajan Income Strategies - Dividend Growth, Balanced Income, Low Volatility, Opportunistic Fixed Income and Short Duration.
Knowledge - constantly research developments within the industry. Be an industry thought leader.
Master's degree in economics, Finance, or any related field. CFA Charter holder.
Act as back up trader to Trader/Investment analyst for trading and portfolio analysis.
Comprehensive understanding of both Public and Private Credit Markets.
Senior Credit Portfolio Consultant
By Wells Fargo At Salt Lake City, UT, United States
3+ years experience with SAS or SQL, or other data management, reporting and query tools
Collaborate and consult with peers, colleagues, and mid level managers to resolve credit portfolio issues and achieve goals
Lead projects, teams, or serve as a mentor for less experienced staff
3+ years experience in financial services or banking
Experience with Tableau or other business intelligence software experience
Knowledge and understanding of Python
Senior Program Portfolio Manager
By Zillow At , Remote $117,000 - $187,000 a year
Experience with Project/Product/Portfolio management tools such as Asana, Smartsheet, Jira, Jira Align, Zapier
Drive adoption and adherence to processes, procedures, methods and standards for portfolio management and program delivery
Manage tracking and reporting toward closure of regulatory, audit self-identified issues
Strong written and oral communication skills with the proven ability to work with all levels within the organization
Adaptable to changing requirements and business needs
Bachelor's degree in business, finance, accounting, information systems or software-related field
Senior Portfolio Manager - Financial Institutions Group
By Fifth Third Bank At Houston, TX, United States
Minimum Knowledge, Skills And Abilities Required
Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
At least 8 years credit analysis and/or loan review experience in Commercial Banking.
Highly proficient analytical skills, critical thinking and communication skills.
Experience managing an advanced commercial client portfolio with a great deal of complexity.
Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
Senior Director, Portfolio Optimization
By The AES Corporation At Houston, TX, United States
Deep knowledge of intermarket dynamics and portfolio management
Develop our operational management of basis risk across markets, technologies, and time
Fluent with multiple corporate functions: origination, risk management, operations, corporate
Broad familiarity collaborating with Risk Management at local business and corporate levels
Extensive experience (15-20 years) trading power in most US markets
Comprehensive experience managing exposure from term forwards to RT market operations
Senior Program Portfolio Manager
By Zillow At United States
Experience with Project/Product/Portfolio management tools such as Asana, Smartsheet, Jira, Jira Align, Zapier
Drive adoption and adherence to processes, procedures, methods and standards for portfolio management and program delivery
Manage tracking and reporting toward closure of regulatory, audit self-identified issues
Strong written and oral communication skills with the proven ability to work with all levels within the organization
Adaptable to changing requirements and business needs
Bachelor's degree in business, finance, accounting, information systems or software-related field
Senior Commercial Portfolio Manager
By Fortis Private Bank At Denver, CO, United States
Bachelor’s degree in Finance or Accounting strongly preferred; MBA, CPA or CFA strongly preferred.
Strong working knowledge of financial statements and accounting standards required.
Robust experience with credit policies, with competition of a formal commercial credit training program.
Experience spreading financials and completing financial projections using Moody’s RiskAnalyst software.
Experience with projecting financial performance and using discounted cash flow analysis to determine enterprise value is preferred.
Must be comfortable working with complex computer operating systems (nCino experience a plus).
Senior Portfolio Manager Jobs
By FinTrust Connect At New York City Metropolitan Area, United States
Minimum of five (5) years' experience in a commercial lending environment in a credit-oriented and underwriting position.
Minimum of five (5) years' experience underwriting complex new loan requests and modifications (Healthcare).
Minimum of five (5) years' experience ensuring that credits are accurately risk rated and credits are properly monitored and reported.
Minimum of five (5) years' experience managing and tracking covenants, borrowing bases, A-R Ageing, etc. for their accounts.
Manage and track covenants/borrowing bases/A-R Ageing; etc. for their accounts.
Commercial Portfolio Manager – Healthcare - NYC
Senior Technology Portfolio Program Manager
By Anaplan At Minneapolis, MN, United States
At least 5 years of relevant project management, consulting, or process re-engineering experience
Outstanding communication skills in working with senior technology managers, and engineers and comfortable presenting to senior and executive leadership
Collaborate with Digital & Technology Finance & HR partners for portfolio financial, staffing, and governance intersections
Assist leadership in workforce planning to ensure that IT abilities and org design are aligned to support Digital & Technology priorities
Strong networking ability and organizational knowledge
Exhibits candor by encouraging open discussion of issues and sound judgment after listening and understanding the perspectives offered by others
Portfolio & Grant Accountant Jobs
By Yale University At , New Haven, 06510, Ct
Preferred Education, Experience and Skills:
School of Public Health - Office of Finance and Administration
Well-developed financial analysis and data mining skills and an understanding of financial models.
None - Not included in the union (Yale Union Group)
Click here to see our Wage Ranges
37-55 College Street New Haven, CT 06510
Accountant Portfolio Services (Remote Orlando)
By Hilton Grand Vacations At , Orlando, Fl
Maintain and monitor various schedules as required by management
Perform ad-hoc reporting, analysis, and modeling as requested by the management.
HGV Now Offers Day One Team Member Benefits!
To fulfill this role successfully, you possess the following minimum qualifications and experience:
0-3 Years of related experience
BA/BS/Bachelor's Degree in Accounting, Finance or Business

Are you an experienced Senior Portfolio Accountant looking for a new challenge? We are looking for a motivated individual to join our team and help us manage our portfolio of investments. You will be responsible for ensuring accuracy of financial records, preparing financial statements, and providing analysis and insights to help drive our business forward. If you are ready to take on this exciting role, apply now!

Overview:

A Senior Portfolio Accountant is responsible for managing the financial activities of a portfolio of investments. This includes monitoring the performance of investments, preparing financial statements, and providing financial advice to clients. They must also ensure that all investments are compliant with relevant regulations and laws.

Detailed Job Description:

The Senior Portfolio Accountant is responsible for managing the financial activities of a portfolio of investments. This includes monitoring the performance of investments, preparing financial statements, and providing financial advice to clients. They must also ensure that all investments are compliant with relevant regulations and laws. The Senior Portfolio Accountant will also be responsible for developing and maintaining financial models, analyzing investment performance, and providing recommendations to clients.

What is Senior Portfolio Accountant Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of financial analysis and accounting principles
• Knowledge of investment products and markets
• Knowledge of financial regulations and laws

What is Senior Portfolio Accountant Job Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• CPA or CFA certification preferred
• 5+ years of experience in portfolio accounting or related field

What is Senior Portfolio Accountant Job Knowledge?

• Knowledge of financial analysis and accounting principles
• Knowledge of investment products and markets
• Knowledge of financial regulations and laws

What is Senior Portfolio Accountant Job Experience?

• 5+ years of experience in portfolio accounting or related field

What is Senior Portfolio Accountant Job Responsibilities?

• Monitor the performance of investments and prepare financial statements
• Develop and maintain financial models
• Analyze investment performance and provide recommendations to clients
• Ensure that all investments are compliant with relevant regulations and laws
• Provide financial advice to clients
• Prepare reports and presentations for clients and management