Portfolio Analyst
2 weeks ago
One of the fastest growing Investment Managers who manage in excess of $60bn and operate in the Private and Public Credit space are looking to make a hire in their Portfolio Analytics team. The role working in a team of 12 will focus on the Public Credit side of the business.
The team are responsible for the accurate delivery of risk metric and performance reporting to the internal Portfolio managers and external investors. Daily duties will include but are not limited to:
- Updating existing and creating new client portfolio report on a monthly, quarterly and ad hoc basis.
- Monitoring and analysing performance at all levels.
- Coordinating with internal functions such as IR, Portfolio Managers, Compliance and Fund Accounting.
- Prepare ongoing and ad hoc investor data requests.
To be considered for the opportunity candidates must have a minimum of two years relevant corporate finance or credit investing experience. Understanding the structure of a CLO and experience working with CLO's are a pre requisite. Strong excel skills are a must and experience working with WSO, Geneva or VPM is highly desired.
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Equities portfolio Business Analyst
4 weeks 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...
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Equities portfolio Business Analyst
2 weeks 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-Time Salary: $80 per hour Challenge ...
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Equities portfolio Business Analyst
1 month 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...
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Portfolio Management Analyst
2 days ago
New York, United States Atlantic Group Full timeOur 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...
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Portfolio Management Analyst
4 weeks ago
New York, United States Atlantic Group Full timeOur 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...
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Software Equity Analyst/Portfolio Manager
4 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...
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Sponsor Finance
3 weeks 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...
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Portfolio Optimization
1 month 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...
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Portfolio Analyst
7 days ago
New York, United States Attribution Search Full timeOne of the fastest growing Investment Managers who manage in excess of $60bn and operate in the Private and Public Credit space are looking to make a hire in their Portfolio Analytics team. The role working in a team of 12 will focus on the Public Credit side of the business. The team are responsible for the accurate delivery of risk metric and performance...
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Fixed Income Portfolio Analyst
4 weeks ago
New York, United States Lazard Full timeRegion 1- Americas- Business Unit 1- Asset Management- Location 1- New York- Job Description 1Lazard is one of the world’s leading financial advisory and asset management firms. **Our people make the difference**. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow...
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Analyst, Portfolio Management
3 days ago
New York County, New York, United States Post Acute Partners Full timeSalary: 100,000 / Year Overview: Post Acute Partners is seeking an Analyst of Portfolio Management & Transactions. Post Acute Partners Management, LLC, a large and growing geriatric, and pediatric post-acute healthcare services company focused on the Northeast, is looking for an Analyst to join its New York City corporate office. This position is...
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SAP Portfolio Manager
2 weeks ago
New York, United States truData Solutions Full timeTitle: SAP Portfolio Manager Start Date: ASAP Duration: Contract to hire / Permanent Location: Montvale, New Jersey – Onsite Summary: The SAP Applications Portfolio Manager is an essential member of the IT Project Management Office (PMO) and will report to the Senior Manager, Project Management Office. The SAP Applications Portfolio Manager will be...
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Portfolio Management Analyst
2 weeks ago
New York, United States Atlantic Group Full timeResponsibilities: Monitor the performance of assigned portfolio companies and assist deal teams on investments Ensure accuracy and completeness of internal financial data Identify and analyze portfolio risk trends Complete quarterly valuation updates, liaise with ratings agencies, and create investor reporting workflows Work closely with underwriting,...
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Portfolio Management Analyst
4 weeks 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...
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Portfolio Reporting Specialist
1 month 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...
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Operations & Portfolio Finance Specialist
2 weeks 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 risk Achieve financing for...
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Operations & Portfolio Finance Specialist
2 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...
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Operations & Portfolio Finance Specialist
3 weeks 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...
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Portfolio Construction Quantitative Analyst
7 days ago
New York, NY, United States Selby Jennings Full timeTitle: Portfolio Construction Quantitative AssociateSalary: $300,000A top leading global asset management firm is looking bring on an Associate focusing on credit & fixed income to join their Portfolio Construction team. Great opportunity to work closely in a collaborative environment that allows the individual to gain visibility and communication with group...
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Financial Analyst
3 weeks ago
New York, United States New York University Full timeThe Rory Meyers College of Nursing Post-Award Grant Office is recruiting a grant financial analyst to provide day-to-day financial administration and management support. The College has an active research portfolio of awards. This position will overs Financial Analyst, Financial, Analyst, Banking, Management