Portfolio Management Specialist
4 weeks ago
Atlantic Group is seeking a skilled Portfolio Management Analyst to join our team. As a key member of our Private Credit Asset Management team, you will be responsible for monitoring the performance of 15-20 portfolio companies and assisting deal-teams on assigned investments.
Key Responsibilities:- Ensure the accuracy and completeness of financial data for portfolio companies.
- Identify and analyze portfolio risk trends to inform investment decisions.
- Complete quarterly portfolio account and valuation updates to provide stakeholders with timely and accurate information.
- Liaise with credit rating agencies to establish and maintain credit ratings for portfolio companies.
- Collaborate with other areas of our business to facilitate investor reporting workflows and ensure seamless communication.
- Background in Finance or Accounting with strong financial statement analysis skills.
- 2-4 years experience with valuation methods, credit rating processes, and data aggregation and reporting.
- Experience in private credit or private equity and direct lending strategy a plus.
- Proficiency in iLevel a plus.
- Finance or accounting designation such as CFA or CPA a plus.
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Portfolio Management Specialist
3 weeks ago
New York, New York, United States Atlantic Group Full timeAtlantic Group is seeking a Portfolio Management Specialist to join our team. The successful candidate will be responsible for monitoring the performance of 15-20 portfolio companies and assisting deal-teams on assigned investments.Key Responsibilities:Ensure the accuracy and completeness of financial data.Identify and analyze portfolio risk trends.Complete...
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Portfolio Management Support Specialist
4 weeks ago
New York, New York, United States The Cypress Group Full timeJob DescriptionOur firm, The Cypress Group, is seeking a skilled Portfolio Management Support Specialist to join our team in Downtown New York City. This unique role is designed to bridge the gap between the front office portfolio management team and the technology needs of our business.Key Responsibilities:Collaborate closely with the CLO investment team to...
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Investment Portfolio Specialist
3 weeks ago
New York, New York, United States Polymer Capital Full timeJob Title: Investment Portfolio SpecialistJob Summary:We are seeking a highly skilled Investment Portfolio Specialist to join our team at Polymer Capital. As an Investment Portfolio Specialist, you will be responsible for generating investment ideas and conducting in-depth industry and company research.Key Responsibilities:Collaborate closely with our...
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Portfolio Management Associate
4 weeks ago
New York, New York, United States BlackRock Financial Management, Inc. Full timeJob Title: Associate, Portfolio ManagementLocation: New York, NYWage Range: $147,500Duties: BlackRock Financial Management, Inc. is seeking a highly skilled Associate, Portfolio Management to join our team. As a key member of our portfolio management team, you will be responsible for managing portfolios comprised of physical and synthetic fixed income,...
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Portfolio Management Specialist
3 weeks ago
New York, New York, United States Sumitomo Mitsui Banking Corporation Full timeJob DescriptionSumitomo Mitsui Banking Corporation is seeking a highly skilled Analyst to join its Sponsor Finance Portfolio Management and Origination team.This role is responsible for managing a mid-market and large-cap portfolio of Private Equity-backed Leveraged loans, primarily rated single B (or equivalent). The position will interact with senior...
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Portfolio Management Specialist
3 weeks ago
New York, New York, United States Fund for the City of New York Full timeJob Summary:The Fund for the City of New York is seeking a skilled Portfolio Manager to join its Partner Project Program. As a key member of the team, you will be responsible for managing a diverse portfolio of nonprofit partner projects, ensuring effective communication and support. Your expertise in financial analysis, budgeting, and grants management will...
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Debt Portfolio Management Specialist
4 weeks ago
New York, New York, United States PIMCO Full timeJob SummaryPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one...
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Associate Portfolio Management Office Specialist
3 weeks ago
New York, New York, United States Consolidated Edison Inc Full timeJob DescriptionUnder the guidance of a Specialist in the IT Portfolio Management Office (IT PMO), the Associate will contribute to the analysis of capital portfolio data, review of capital project information, and provide skilled and efficient support to the IT leadership department. The Associate is responsible for developing and fostering consistent...
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Portfolio Analytics Specialist
3 weeks ago
New York, New York, United States ICONIQ Capital Full timeJob Title: Portfolio Analytics SpecialistAbout the Role:We are seeking a highly skilled Portfolio Analytics Specialist to join our team at ICONIQ Capital. As a key member of our Portfolio Monitoring and Data team, you will play a critical role in designing, building, and supporting the underlying infrastructure that houses data used for various internal and...
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Senior Credit Portfolio Manager
4 weeks ago
New York, New York, United States Apollo Global Management, Inc. Full timeJob Title: Senior Credit Portfolio ManagerAt Apollo Global Management, Inc., we're seeking a highly skilled Senior Credit Portfolio Manager to join our expanding Client Portfolio Management & Innovation team (CPMI). As a key member of our team, you will be responsible for developing and implementing strategic plans to drive growth and profitability in our...
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Portfolio Management Specialist
3 weeks ago
New York, New York, United States iCapital Full timeAbout the RoleiCapital is a leading financial technology platform that powers the world's alternative investment marketplace.Our platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.iCapital services approximately $191...
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Portfolio Manager
3 weeks ago
New York, New York, United States Franklin Templeton Investments Full timePortfolio Manager Job DescriptionAt Franklin Templeton Investments, we are seeking a skilled Portfolio Manager to join our Investment Team. As a Portfolio Manager, you will be responsible for managing multiple functional areas, including factor signals, portfolio construction, tax management, risk management, implementation, and platform...
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Portfolio Manager
4 weeks ago
New York, New York, United States ADP Full timeJob DescriptionAt ADP, we're driven by your success. We engage your unique talents and perspectives, welcoming your ideas on how to do things differently and better. In your efforts to achieve, learn, and grow, we support you all the way. If success motivates you, you'll thrive at ADP.We strive for every interaction to be driven by our CORE values:...
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Portfolio Manager
4 weeks ago
New York, New York, United States Sumitomo Mitsui Banking Corporation Full timeJob SummarySumitomo Mitsui Banking Corporation (SMBC) is seeking a highly skilled Portfolio Manager to join its Sponsor Finance-Portfolio Management and Origination team. The successful candidate will be responsible for managing a mid-market and large-cap portfolio of Private Equity-backed Leveraged loans.The ideal candidate will have a strong credit...
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Portfolio Manager
4 weeks ago
New York, New York, United States Fund for the City of New York Full timeJob Title: Portfolio ManagerThe Fund for the City of New York seeks a skilled Portfolio Manager to join its Partner Project Program. As a key member of the team, you will be responsible for managing a diverse portfolio of nonprofit partner projects and serving as the main point of contact between the Fund and the partner projects in their portfolio.Key...
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IT Portfolio Manager
3 weeks ago
New York, New York, United States Memorial Sloan Kettering Full timeJob DescriptionMemorial Sloan Kettering is seeking a skilled Principal Portfolio Manager to lead our technology portfolio strategy and drive business growth. As a key member of our IT team, you will be responsible for overseeing the strategic direction and execution of our project portfolio, ensuring alignment with our business goals and objectives.Key...
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Portfolio Manager
3 weeks ago
New York, New York, United States Barclays Full timeJob DescriptionAs a Portfolio Manager at Barclays, you will be responsible for generating investment ideas and executing them in US Treasury and rates markets. This role requires a strong analytical understanding of risk and profit/losses in the portfolio.Key ResponsibilitiesSupport the head USD portfolio manager in generating investment ideas and executing...
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Portfolio Manager
3 weeks ago
New York, New York, United States Apollo Inc Full timeAbout the RoleApollo Global Management is seeking a skilled Portfolio Analyst to join the Global Corporate Credit team, which manages approximately $45 billion in assets under management (AUM) invested globally in leveraged loans, high-yield bonds, and private credit.This individual will provide direct support to senior portfolio managers across Apollo's...
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Portfolio Manager
4 weeks ago
New York, New York, United States Cushman & Wakefield National Full timeJob Title: Portfolio ManagerAs a Portfolio Manager at Cushman & Wakefield National, you will be responsible for overseeing the management of a national property portfolio in the USA, comprising around 70 sites, on behalf of an international financial services client.You will be part of a global team servicing the client and will report to an Account Manager...
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Portfolio Manager
4 weeks ago
New York, New York, United States U.S. Bank Full timeJob SummaryThe Portfolio Manager will be a key component of the Asset Backed Securitization Group, responsible for a portfolio of ABS credit relationships. This role will partner with the existing origination function to grow and retain ABS lending commitments across the portfolio.Key ResponsibilitiesUnderwrite new asset-backed lending transactionsRetail and...