Deposit Portfolio Optimization Specialist

10 hours ago

New York, New York, United States Curinos Full time
About the Role

We are seeking a highly motivated and detail-oriented Deposit Portfolio Optimization Specialist to join our team at Curinos. As a key member of our Client Success team, you will play a critical role in helping our clients achieve their deposit portfolio objectives using our industry-leading Optimization platform.

Key Responsibilities
  • Client Work:
  • Unlock answers through data analysis and provide timely support to clients on our platforms and data.
  • Help clients realize value through deposit product management and pricing optimization by contributing to strategic sessions with client teams to identify upside opportunities.
  • Design and lead value-based solutions training sessions to help clients find value in our analytics.
  • Managing Implementations/Projects:
  • Manage project timelines and deliverables for client implementations.
  • Gather and define business requirements for new platform implementations and/or existing client projects.
Desired Skills & Expertise
  • We are looking for the best of the best and you should inherently:
  • Exhibit enthusiasm for learning, particularly diving into new subject areas.
  • Demonstrate people skills when working with clients and peers.
  • Possess curiosity and the capacity to apply structure and logic to break down complex problems.
  • Embrace multitasking and the ability to take on responsibility and get things done.
  • Display commitment to diversity and empathy for those around you.
  • Illustrate passion and creativity in professional pursuits, academic endeavors, and personal interests.
  • Ability to travel as needed for client meetings; can range from 0% to 20% depending on engagement, but will most likely be up to a few days per month.
Why Work at Curinos?
  • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from.
  • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements.
  • Competitive annual leave, floating holidays, volunteering days and a day off for your birthday.
  • Learning and development tools to assist with your career development.
  • Work with industry leading Subject Matter Experts and specialist products.
  • Regular social events and networking opportunities.
  • Collaborative, supportive culture, including an active DE&I program.
  • Employee Assistance Program which provides expert third-party advice on wellbeing, relationships, legal and financial matters, as well as access to counselling services.

  • Technology Portfolio Optimization Lead

    2 weeks ago

    New York, New York, United States American Express Full time

    Position OverviewEmpower Your Career with American ExpressAt American Express, we believe in the potential of our people and the businesses we serve. Joining our team means becoming part of a diverse and global community dedicated to supporting our customers, communities, and each other. Here, you will have the opportunity to grow and develop a career path...

  • Quantitative Equity Research Analyst

    6 hours ago

    New York, New York, United States RightWorks Staffing Full time

    About the RoleWe are seeking a highly skilled Quantitative Equity Research Analyst to join our team at RightWorks Staffing. As a key member of our investment team, you will be responsible for performing advanced technical computing and statistical analysis in the global equity market.Key ResponsibilitiesDevelop and implement factor portfolios and portfolio...

  • Senior Analyst, Digital Portfolio Optimization

    1 week ago

    New York, New York, United States American Express Full time

    About the RoleWe are seeking a highly skilled Digital Portfolio Management Specialist to join our team at American Express. As a key member of our Enterprise Digital & Data Solutions (EDDS) organization, you will play a critical role in driving engagement, satisfaction, and revenue through innovative data, digital, and marketing products and solutions.Key...

  • Portfolio Collections and Compliance Specialist

    4 days ago

    New York, New York, United States Stellar Management Full time

    Job DescriptionAt Stellar Management, we are seeking a highly skilled Collection Specialist to join our team. As a key member of our leasing and compliance department, you will be responsible for initiating and managing legal processes with tenants who fail to comply with the terms and conditions of leases and other legal agreements.Key...

  • Citi Wealth, Private Bank Deposit Specialist

    7 days ago

    New York, New York, United States Citigroup Inc Full time

    About the RoleCitigroup Inc. is seeking a highly skilled and experienced professional to join our team as a Deposit and Treasury Management Sales Specialist. As a key member of our Private Bank team, you will play a critical role in generating new business and deepening existing relationships with high net worth individuals and families.Key...

  • Workforce Optimization Specialist

    1 day ago

    New York, New York, United States Voya Financial Full time

    About Us: At Voya Financial, we're dedicated to helping individuals and families achieve their financial goals. Our mission is to empower people to live their best lives by providing innovative solutions and exceptional service.Job Summary: We're seeking a highly motivated and experienced Workforce Management Specialist to join our team. As a key member of...

  • Portfolio Management Specialist

    7 days ago

    New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    About the RoleWe are seeking an experienced Portfolio Management Specialist to join our team at Sumitomo Mitsui Banking Corporation. As a key member of our Portfolio Management Group, you will play a critical role in analyzing the profitability of clients, businesses, and sectors to inform the strategic direction of the bank.Key ResponsibilitiesDevelop and...

  • Portfolio Management Specialist

    6 days ago

    New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    About the RoleWe are seeking an experienced Portfolio Management Specialist to join our team at Sumitomo Mitsui Banking Corporation. As a key member of our Portfolio Management Group, you will play a critical role in analyzing the profitability of clients, businesses, and sectors to inform the strategic direction of the bank.Key ResponsibilitiesDevelop and...

  • Process Optimization Specialist

    7 hours ago

    New York, New York, United States Chronos Consulting Full time

    Job DescriptionAt Chronos Consulting, we are seeking a highly skilled Process Optimization Specialist to join our team. As a key member of our refinery operations team, you will be responsible for managing the process monitoring and optimization process for the refinery.Key Responsibilities:Monitor and evaluate key process unit operation and...

  • Portfolio Analyst

    6 days ago

    New York, New York, United States Principal Financial Group Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Principal Financial Group. As a key member of our Principal Asset Management team, you will play a critical role in supporting the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.Key ResponsibilitiesPortfolio Monitoring and...

  • Financial Modeling and Optimization Expert

    1 week ago

    New York, New York, United States Capstone Full time

    About the RoleCapstone is seeking a highly skilled Treasury Quantification Specialist to join our team. As a key member of our Treasury & Portfolio Finance team, you will be responsible for developing and implementing financing optimization models to improve margin and cost across multiple asset classes and legal agreements.Key ResponsibilitiesDevelop and...

  • Strategic Portfolio Manager

    2 days ago

    New York, New York, United States Natixis Corporate & Investment Banking Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Portfolio Manager to join our team at Natixis Corporate & Investment Banking. As a key member of our team, you will be responsible for leading all aspects of optimization of resources for the balance sheet assets under our scope.Key ResponsibilitiesOptimizationIdentify portfolio active...

  • Process Optimization Specialist

    2 weeks ago

    New York, New York, United States Randstad Sourceright Full time

    About the Role As a Process Optimization Specialist, you will play a vital role in driving continuous improvement initiatives within our organization. You will collaborate with cross-functional teams to identify areas for enhancement, develop and implement process improvements, and measure the impact of your work. Key Responsibilities Conduct in-depth...

  • Portfolio Management Specialist

    4 days ago

    New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    About the RoleWe are seeking an experienced Portfolio Management Specialist to join our team at Sumitomo Mitsui Banking Corporation. As a key member of our Portfolio Management Group (PMG), you will play a critical role in analyzing the profitability of clients, businesses, and sectors to inform the strategic direction of the bank.Key ResponsibilitiesDevelop...

  • Process Optimization Specialist

    6 days ago

    New York, New York, United States Amazon, Inc. Full time

    About the RoleWe are seeking a highly skilled Process Improvement Specialist to join our team at Amazon, Inc.Key Responsibilities:Develop and implement process improvements to enhance customer fulfillment operationsCollaborate with cross-functional teams to drive efficiency and productivityAnalyze data to identify areas for improvement and optimize...

  • Portfolio Compliance Specialist

    2 weeks ago

    New York, New York, United States SS&C Technologies Full time

    About the RoleThe SS&C Compliance team is a newly launched division within the greater SS&C GlobeOp organization. As a Portfolio Compliance Specialist, you will be part of a team that specializes in providing fund compliance services for asset/fund managers, across a variety of leveraged loan funds such as CLOs and Separately Managed Accounts.Key...

  • Portfolio Compliance Specialist

    7 days ago

    New York, New York, United States SS&C Technologies Full time

    About the RoleWe are seeking a highly skilled Portfolio Compliance Specialist to join our team at SS&C Technologies. As a key member of our Compliance team, you will be responsible for ensuring the accuracy and integrity of our clients' financial data.Key ResponsibilitiesReview and analyze fund documents, including indentures and IMAs, to ensure compliance...

  • Quantitative Researcher

    6 days ago

    New York, New York, United States Anson McCade Full time

    About the RoleAnson McCade is seeking a highly skilled Quantitative Researcher to join our team and contribute to the development of innovative investment strategies. As a key member of our Quantitative Research team, you will play a pivotal role in driving research and development across key areas, including portfolio construction, risk management,...

  • Credit Risk Portfolio Analyst

    1 week ago

    New York, New York, United States Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Risk Management Specialist to join our team at Scotiabank. As a key member of our Global Risk Reporting team, you will be responsible for creating, designing, and developing credit risk portfolio reporting tools to present U.S. Credit Risk portfolio information to Scotiabank U.S. senior...

  • Portfolio Director

    6 days ago

    New York, New York, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our team at Jobot. As a Portfolio Manager, you will be responsible for managing a portfolio of 4-Class B properties, including office and retail spaces located in Manhattan and Long Island.Key ResponsibilitiesManage a portfolio of commercial properties, ensuring optimal performance and...