Portfolio Management Analyst
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Our client, a rapidly growing Private Credit Asset Manager is seeking to hire a Portfolio Management Analyst.
Responsibilities:
- Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments.
- Ensure the accuracy and completeness of financial data.
- Identify and analyze portfolio risk trends.
- Complete quarterly portfolio account and valuation updates.
- Liaise with credit rating agencies to establish and maintain credit ratings.
- Create and facilitate investor reporting workflows.
- Work closely with other areas of our business (Underwriting, Capital Markets, Business Development, Investor Relations, Operations) and service providers for specific tasks that arise such as fundraising, preparation of materials for Board of Directors meetings, etc.
Qualifications:
- Background in Finance or Accounting with strong financial statement analysis skills.
- 2-4 years experience with valuation methods (discounted cash flow modeling and debt pricing), credit rating processes and procedures, as well as data aggregation and reporting
- Experience in private credit or private equity and direct lending strategy a plus.
- Experience using iLevel a plus.
- Finance or accounting designation such as CFA or CPA a plus.
-
Equities portfolio Business Analyst
1 week ago
New York, United States Stratford Solutions Inc. Full timeJob Title: Equities Portfolio Business Analyst (Remote, Full-Time)Location: Remote (United States)Employment Type: Full-TimeSalary: $80 per hour ChallengeAs we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis.Position Overview:We are looking for an experienced...
-
Software Equity Analyst/Portfolio Manager
2 weeks ago
New York, United States Top Tier Investment Manager Full timeMy client a high profile Investment Manager is currently looking for a Senior Equity Analyst with in depth knowledge of the global Software sector. The successful applicant will have at least 10-15yrs years of experience as an Equity Analyst covering the Software sector at a top Asset Manager or Hedge fund. This role does also include some portfolio...
-
Equities Portfolio Business Analyst
1 week ago
New York, United States Stratford Solutions Inc. Full time**Job Title**: Equities Portfolio Business Analyst (Remote, Full-Time) **Location**: Remote (United States) **Employment Type**: Full-Time **Salary**: $80 per hour Challenge As we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis. **Responsibilities**: -...
-
Sponsor Finance
Found in: Talent US C2 - 1 week ago
New York, United States SMBC Group Full timeRole Description SMBC is hiring an Analyst within the Sponsor Finance - Portfolio Management and Portfolio Origination team. This position is responsible for managing a mid market and large cap portfolio of Private Equity backed Leveraged Loans that are primarily rated single-B (or equivalent). This role is responsible for credit monitoring as well...
-
Equities portfolio Business Analyst
2 weeks ago
New York, United States Stratford Solutions Inc. Full timeJob DescriptionJob DescriptionJob Title: Equities Portfolio Business Analyst (Remote, Full-Time)Location: Remote (United States)Employment Type: Full-TimeSalary: $80 per hour Challenge As we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis.Position Overview: We are...
-
Portfolio Manager
Found in: Resume Library US A2 - 1 week ago
New York County, New York, United States East West Bank Full timeIntroduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Portfolio Optimization
Found in: beBee jobs US - 2 weeks ago
New York, New York, United States Selby Jennings Full timeJob Title: Portfolio Optimization Location: Boston, MA or New York, NYJob Type: Full-timeAbout Us:A prestigious hedge fund specializing in innovative investment strategies designed to deliver superior returns for their clients is seeking a new hire. With a focus on portfolio optimization and risk management, they are seeking a talented Portfolio Optimization...
-
Quantitative Analyst
2 days ago
New York, United States Samuel Knight International Full timeDo you have a passion for renewable energy and a knack for building powerful analytical models?We're searching for a Senior Quantitative Analyst on behalf of one of our largest clients in the US market!Working in their revenue team, you'll play a vital role in driving our growth by developing models that look to maximise the success of their renewable energy...
-
Quantitative Analyst
3 days ago
New York, United States Samuel Knight International Full timeDo you have a passion for renewable energy and a knack for building powerful analytical models? We're searching for a Senior Quantitative Analyst on behalf of one of our largest clients in the US market! Working in their revenue team, you'll play a vital role in driving our growth by developing models that look to maximise the success of their renewable...
-
Quantitative Analyst
1 week ago
New York, United States Samuel Knight International Full timeDo you have a passion for renewable energy and a knack for building powerful analytical models?We're searching for a Senior Quantitative Analyst on behalf of one of our largest clients in the US market!Working in their revenue team, you'll play a vital role in driving our growth by developing models that look to maximise the success of their renewable energy...
-
Portfolio Management Analyst
Found in: Appcast US C2 - 1 week ago
New York, United States Atlantic Group Full timeResponsibilities:Monitor the performance of assigned portfolio companies and assist deal teams on investmentsEnsure accuracy and completeness of internal financial dataIdentify and analyze portfolio risk trendsComplete quarterly valuation updates, liaise with ratings agencies, and create investor reporting workflowsWork closely with underwriting, capital...
-
Commercial Credit Portfolio Manager
6 days ago
New York, United States M&T Bank Full timeOVERVIEW Monitor and assess the credit risks of complex commercial loan portfolios and higher dollar loans (typically $10MM and greater) through detailed financial statement analysis, industry assessment, collateral valuation, cash flow analysis and the ability to repay annual debt service. RESPONSIBILITIES Manage the ongoing credit risk of existing loan...
-
Portfolio & Grant Analyst
Found in: beBee jobs US - 1 week ago
New Haven, Connecticut, United States Yale University Full timeFinancial Analysis and Reporting: Present financial information and recommendations thru data analysis and reporting in the development and maintenance of budgets. Identify funding issues and develop appropriate solutions. Review and approve reports for administrative actions including pre-award costs and no-cost extensions. Analyze data and develop complex...
-
Portfolio Manager
Found in: beBee jobs US - 18 hours ago
New York, New York, United States Selby Jennings Full timeA leading proprietary trading firm specializing in cryptocurrency markets is looking to onboard an experienced Portfolio Manager with a proven track record of success. The ideal candidate will have a minimum of a 2 year track record of live market making trading stratgies. As a Portfolio Manager, you will play a pivotal role in executing trading strategies,...
-
Portfolio Management Associate
Found in: Resume Library US A2 - 1 week ago
Pittsford, New York, United States Alesco Advisors LLC Full timePosition Overview Primary responsibilities will include the investment and monitoring of client accounts. The ideal candidate is process-oriented, attentive to details, and able to act upon deadlines. They will also demonstrate a team-oriented attitude and be able to communicate and work effectively with multiple stakeholders, including: clients,...
-
Portfolio Reporting Specialist
Found in: Appcast US C2 - 1 week ago
New York, United States Mission Staffing Full timeOur client, a well-known investment manager in Midtown, NY, is looking to add a Performance and Composite Analyst to their Portfolio Reporting Team. Responsibilities of this position include assisting with data retrieval and disclosure review for GIPS verification, calculating monthly GIPS composite dispersions, and reconciling any portfolio performance or...
-
Portfolio Reporting Specialist
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
New York, United States Mission Staffing Full timeOur client, a well-known investment manager in Midtown, NY, is looking to add a Performance and Composite Analyst to their Portfolio Reporting Team. Responsibilities of this position include assisting with data retrieval and disclosure review for GIPS verification, calculating monthly GIPS composite dispersions, and reconciling any portfolio performance or...
-
Portfolio Manager
Found in: beBee S US - 3 weeks ago
New York, United States Selby Jennings Full timeA high performing Proprietary Trading firm is looking to expand their team into US markets. They are a mid to high frequency shop that currently trades overseas ETFs, Options, Futures, Equities, Derivatives, and Crypto. They are looking for a high-level individual that could function as a standalone Portfolio Manager and assist on a US buildout. There is a...
-
Portfolio Manager
Found in: beBee jobs US - 1 week ago
New York, New York, United States Selby Jennings Full timeA high performing Proprietary Trading firm is looking to expand their team into US markets. They are a mid to high frequency shop that currently trades overseas ETFs, Options, Futures, Equities, Derivatives, and Crypto. They are looking for a high-level individual that could function as a standalone Portfolio Manager and assist on a US buildout. There is a...
-
Operations & Portfolio Finance Specialist
Found in: Appcast Linkedin GBL C2 - 3 days ago
New York, United States Tandym Group Full timeA financial services firm in New York City is looking to add a new Operations & Portfolio Finance Specialist will to their growing team.Responsibilities:The Operations & Portfolio Finance Specialist will:Manage daily OTC, PB, and exchange margin processes (ensuring best execution) while minimizing counterparty exposure riskAchieve financing for long/short...