Portfolio Performance

Our client, a Global Investment Fund (with an Int'l HQ), is looking for a Portfolio Monitoring professional that will work closely with investment teams to ideate, design, and deliver insightful portfolio and asset level analysis for their real estate portfolio.The fund is in high growth mode, and a long time client of Coda Search. Responsibilities: Support...

Job 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...

A 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 BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger with Hentsū, and backed by NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We are an asset management technologist and we provide a...

 DescriptionPortfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger with Hentsu, and backed by Credit Suisse Asset Management's NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We are...

Job DescriptionJob DescriptionPortfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger with Hentsū, and backed by NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We are an asset...

Job DescriptionJob DescriptionPortfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger with Hentsū, and backed by NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We are an asset...

Our 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...

Job DescriptionJob DescriptionR511 Project Portfolio LeadNYC (Hybrid)Key experience - Senior PMO experience managing multiple mission critical technology projects within a financial services company. - Experience working with service providers and vendors - Project management tools , PMPThis is a NYC based role, hybrid 3 days in office (4 days for the first...

A 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...

A 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...

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...

JCW is currently hiring for a fast growing commercial bank based in Westchester County. This bank is looking to hire a Commercial Portfolio Manager to join their Commercial Lending team. This is a position that will require a high level of versatility, energy, and concentration. If you are looking for a fast paced environment + strong earnings potential in...

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger with Hentsū, and backed by NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We are an asset management technologist and we provide a...

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger with Hentsū, and backed by NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We are an asset management technologist and we provide a...

A top multi-strategy hedge fund in New York is looking to add an experienced quantitative strategist within their portfolio research team. The fund manages ~60b in assets, running fundamental and quantitative strategies across equities, fixed income, bonds, commodities, etc. They have been the fastest growing hedge fund over the last 5 years and are fully...

Our 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...

Our 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...

Introduction: 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...

Job DescriptionJob DescriptionAbout the RoleYieldstreet is seeking an Associate to join our Portfolio and Risk Management team full time. You will be working with/reporting to the Head of Portfolio Management. The Portfolio & Risk Management team plays an integral role in Yieldstreet's investment process, from conducting pre-transaction diligence and...