Financial Portfolio Specialist

Wealth Management ExpertThis role involves providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.To be successful in this position, you will need to have a strong understanding of financial markets, investment products, and portfolio management strategies. You should also have...

Financial Analyst PositionA portfolio intelligence platform is being utilized by institutional investors to analyze performance and risk.We are seeking a financial analyst who desires to drive transformation in the tools relied upon by institutional investors. This individual will work directly with product, engineering, and data science teams to shape...

Key Highlights:A seasoned professional with 5+ years of experience in financial reporting, accounting, and control.Proven track record of preparing regular financial reports for various funds, including NAV, performance reports, and presentations.Job Responsibilities:Prepare, analyze, and disseminate comprehensive financial and operational information to...

About our Portfolio Monitoring roleWe are seeking a skilled Analyst to join our team in a global leader in knowledge processes, research, and analytics. You will work with a team that specializes in global market research, working with top-rated investment research organizations and leading asset managers.The selected candidate will support portfolio...

Job Description:">Perform end-to-end fund accounting activities with a focus on Private Equity and Alternative Investments.Utilize Geneva software and perform manual calculations where necessary.Process and value Private Equity, Bonds, Forwards, Swaps, and other complex instruments.Reconcile daily cash and position with brokers and custodians.Prepare and...

Job TitleWe are seeking an experienced Client Relationship Manager to join our team. As a key member of our organization, you will be responsible for developing and managing client relationships to enhance and acquire more assets under management (AUM).Develop and manage client relationships to enhance and acquire more AUM.Align AUM with clients' financial...

Hedge Fund Analyst PositionOur organization seeks a diligent Hedge Fund Analyst to take on key responsibilities. The ideal candidate will ensure accurate reporting and operational efficiency for our hedge fund portfolios.Key Responsibilities:Prepare and review daily, weekly, and monthly Net Asset Value (NAV) calculations for hedge fund portfolios.Perform...

Are you a detail-oriented investment analyst with a passion for financial modeling and data analysis?This role offers a chance to work on cutting-edge projects involving portfolio management, asset allocation, and risk profiling.Job DescriptionAs an Investment Analyst, you will be responsible for analyzing market data, preparing investment reports, and...

Key Portfolio Manager RoleThe Amherst Merchant Banking Division is seeking a highly experienced professional to manage and operate its portfolio investments.This role requires close collaboration with other business units to achieve the company's goals. As a key member of the Portfolio Management team, you will play a critical role in developing and...

Company DescriptionImporters and Distributers of consumer products. Role DescriptionThis is a contract remote role for a Financial Accounting Specialist. The Financial Accounting Specialist will be responsible for AP/AR postings, handle e-commerce and B2B chargebacks, preparing and analyzing financial statements, especially factoring loan statements using...