Deposit Portfolio Optimization Specialist

1 day ago


New York, New York, United States Curinos Full time
Job Description

Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market.

Curinos operates under a hybrid modality. This individual may work from a remote location or a company office.

Key Responsibilities
  • Client Work:
    • Unlock answers through data analysis and provide actionable insights to clients.
    • Help clients realize value through deposit product management and pricing optimization – contribute to strategic sessions with client teams to identify upside opportunities.
    • Provide timely support for questions about both our platforms and data.
    • Design and lead value-based solutions training sessions to help our clients find value in the 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.
Qualifications
  • 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.

Benefits

  • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from.
  • Flexible working options, including remote work, 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.


  • New York, New York, United States Curinos Full time

    About the RoleWe 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 ResponsibilitiesClient...


  • New York, New York, United States TD Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to lead our Consumer Deposit Pricing and Portfolio Optimization team. As the Head of Consumer Deposit Pricing and Portfolio Management, you will be responsible for establishing and managing the P&L of a Consumer Retail Deposit portfolio of over $100Bn to drive profitable growth and...


  • New York, New York, United States TD Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to lead our Consumer Deposit Pricing and Portfolio Optimization team. As the Head of Consumer Deposit Pricing and Portfolio Optimization, you will be responsible for establishing and managing the P&L of a Consumer Retail Deposit portfolio of over $100Bn to drive profitable growth and...


  • New York, New York, United States I.N.G. Group, LLC Full time

    About the RoleThis is a leadership position within the Portfolio Management team, responsible for the ongoing management of the Project Finance loan portfolio. The successful candidate will have a strong background in financial analysis, credit risk management, and portfolio monitoring.Key ResponsibilitiesManage the daily operations of the portfolio,...


  • 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...


  • New York, New York, United States I.N.G. Group, LLC Full time

    About the RoleThis is a leadership position within the Portfolio Management team, responsible for the ongoing management of the Project Finance loan portfolio. The successful candidate will have a strong background in financial analysis, credit risk management, and portfolio operations.Key ResponsibilitiesManage all facets of the daily operations of the...


  • New York, New York, United States SitusAMC Full time

    About the RoleSitusAMC is a leading provider of commercial real estate solutions, and we're seeking a highly skilled Commercial Real Estate Portfolio Analyst to join our team. As a key member of our CRE Portfolio Analytics Team, you will be responsible for ensuring optimal pricing and execution across all CRE products and services, as well as risk oversight...


  • New York, New York, United States Betterment Full time

    About BettermentBetterment is a leading technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors, as well as financial wellness solutions for small and medium-sized businesses.About the RoleThe Investing Team at Betterment provides domain expertise to build product solutions that...


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

    Job Title: Portfolio Management SpecialistSumitomo Mitsui Banking Corporation (SMBC) is a leading global financial institution with a rich history and a strong presence in the Americas. We are seeking a highly skilled Portfolio Management Specialist to join our Sponsor Finance-Portfolio Management and Origination team.This role is responsible for managing a...


  • New York, New York, United States Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Credit Risk Portfolio Reporting Specialist. In this role, 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 management.Key...


  • New York, New York, United States I.N.G. Group, LLC Full time

    About the RoleWe are seeking a highly skilled and experienced Vice President to join our Portfolio Management team. As a key member of our team, you will be responsible for the ongoing management of our Project Finance loan portfolio, with a focus on credit monitoring, analytics, and internal reporting.Key ResponsibilitiesManage all facets of the daily...


  • New York, New York, United States ING Full time

    About the RoleWe are seeking a highly skilled and experienced Vice President to join our Portfolio Management team at ING. As a key member of our team, you will be responsible for the ongoing management of our Project Finance loan portfolio, with a focus on credit monitoring, analytics, and internal reporting.Key ResponsibilitiesManage all facets of the...

  • Portfolio Strategist

    2 weeks ago


    New York, New York, United States Teza Technologies Full time

    Portfolio Manager Job DescriptionWe are seeking a highly skilled Portfolio Manager to join our Systematic Credit Team at Teza Technologies. As a key member of our team, you will play a crucial role in developing and managing our Systematic Credit Portfolio, leveraging your expertise in credit markets and risk management.Key Responsibilities:Develop and lead...


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

    Job Title: Project Finance Portfolio Management SpecialistSMBC Group is a top-tier global financial group with a 400-year history, offering a diverse range of financial services. The Group has over 130 offices and 80,000 employees worldwide in nearly 40 countries. We are seeking a skilled Project Finance Portfolio Management Specialist to join our team.Key...

  • Portfolio Manager

    1 week ago


    New York, New York, United States Innova Solutions Full time

    Job Title: Portfolio ManagerInnova Solutions is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will play a critical role in ensuring the efficient management of budgets and optimal performance of portfolios, ultimately supporting the firm's financial health and growth.Key Responsibilities:Work closely with the...

  • Portfolio Analyst

    1 month 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...


  • New York, New York, United States USAmeriBancorp Full time

    Job OverviewThe Head of Deposit Strategy is responsible for driving the development and execution of deposit products in their assigned business area. The goal is to meet customer financial needs while delivering cost-effective and sustainable growth and retention in support of USAmeriBancorp's strategic objectives.Key ResponsibilitiesIdentify market...

  • Portfolio Analyst

    4 weeks ago


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

    About the RoleApollo Global Management is seeking a skilled Portfolio Analyst to join the Global Corporate Credit team. This individual will provide direct support to senior portfolio managers across Apollo's Opportunistic Credit platform.Key ResponsibilitiesConduct thorough and detailed ad-hoc analysis in support of Portfolio Managers, including screenings,...


  • New York, New York, United States The Cypress Group Full time

    Job Title: Portfolio Management Support AnalystAt The Cypress Group, we are seeking a highly skilled Portfolio Management Support Analyst to join our team in Downtown New York City. This unique role is designed to bridge the gap between our front office portfolio management team and the technology needs of our business.Key Responsibilities:Front Office...


  • 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...