Financial Portfolio Specialist

Client Relationship SpecialistPurpleFinch is a leading financial services firm dedicated to empowering individuals and businesses to achieve their financial goals.As a Client Relationship Specialist, you will be responsible for fostering strong client relationships, identifying client needs, and providing tailored financial solutions.The ideal candidate...

Unlock a World of OpportunityThis is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for banking and a passion for analysis.Fixed Income Analysis & Valuation:Calculate Yield to Maturity (YTM) and assess returns on different types of fixed-income securities.Determine Present Value (PV) of securities and evaluate...

Transform Portfolio Analysis with IntelligenceWe're seeking experienced analysts to build financial software and drive business transformation.These roles involve developing risk models, analyzing portfolio performance, and collaborating with cross-functional teams.Requirements:A minimum of 2–4 years of experience in a front-office setting.Exceptional...

Investment Portfolio AnalystWe are seeking a highly skilled and experienced investment portfolio analyst to join our team. As a key member of our analytical unit, you will be responsible for driving transformation in institutional investor tools.The successful candidate will work closely with cross-functional teams to create innovative, robust tools that...

Fixed Income Portfolio ManagerWe are currently seeking a highly motivated and self-driven individual to join our team as a Fixed Income Portfolio Manager. This is an exceptional opportunity for students with an interest in finance and banking to gain valuable experience and develop their skills.This role involves working on practical assignments related to...

Wealth Management Internship OpportunityAs a Wealth Management Intern, you will have the chance to work on cutting-edge projects in investment advisory, portfolio management, asset allocation, and risk profiling.Key responsibilities include:Engaging with clients to learn about their investment strategies and preferences.Preparing pitch books and investment...

Job ProfileThe role of a Financial Operations Specialist is a detail-oriented position that handles key financial processes, including Accounts Receivable (AR), Accounts Payable (AP), General ledger (GL) and audit-related documentation.Accounts Receivable (AR):Prepare and issue customer invoices using Tally/Zoho Books.Track incoming payments and follow up on...

Portfolio Creator Job DescriptionBotsfolio is seeking an experienced crypto creator to manage and publish live portfolios on their platform.About the Role:The ideal candidate will have a strong background in digital assets, market trends, and trading approaches.Responsibilities:Publish and maintain high-quality crypto portfolios using Botsfolio's creator...

Strategic Portfolio ManagerThe Strategic Portfolio Manager will drive project governance, portfolio management, and strategic reporting across multiple initiatives.Key Responsibilities:Oversight of PMO governance frameworks to ensure compliance across all projects and programs.Leadership in developing portfolio dashboards, KPIs, and executive reports using...

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We’re rethinking the tools institutional investors rely on—and we’re hiring analysts who want to drive that transformation. This isn’t a typical modeling-and-memos analyst role. Our analysts work directly with product, engineering, and...