Portfolio Manager Associate

Portfolio Analyst Job Description:The portfolio analyst will be responsible for managing and analyzing asset portfolios, conducting financial modeling, preparing detailed reports, and maintaining compliance with relevant regulations.Key Responsibilities:Coordinate investment closings: track processes and review underwriting materials.Ensure compliance with...

Job Role OverviewEstablish partnerships with brokers to generate business aligned with the product mix.Generate Commercial Lines business from brokers and direct clients through strategic relationship management.Maintain broker relationships and handle direct client interactions.Manage quote sheets and update conversion details for optimal results.Resolve...

Investment Analyst InternAbout the Role:We are seeking an ambitious and detail-oriented investment analyst intern to join our team. This is an excellent opportunity for a self-motivated student with a passion for financial analysis and portfolio management.Key Responsibilities:Wealth Management & Client Engagement:

Lead Project Manager for Financial Portfolio ManagementWe are seeking an experienced project manager to drive financial portfolio management initiatives. This pivotal role will support core business units and drive cloud infrastructure modernization.Key Responsibilities:Cloud Modernization Leadership: Manage the modernization of cloud-based financial...

Job Title: Portfolio DirectorA successful Portfolio Director will oversee and coordinate multiple related initiatives, programs, and/or projects to ensure they align with the organization’s strategic objectives.This role requires strong leadership, excellent organizational skills, and the ability to manage complex, cross-functional initiatives. The ideal...

We are a commercial real estate investment group based in Dallas, Texas. Our portfolio includes commercial retail properties, medical buildings, daycare facilities, single-family residents and commercial land across the country.Real Estate Asset Manager Position SummaryThis is an exciting opportunity for an experienced Real Estate Asset Manager with...

Role Overview:This position is responsible for managing and mitigating potential risks associated with credit lending.The ideal candidate will have a strong understanding of data analysis and be able to develop and implement effective risk models.Key Responsibilities:Develop and implement credit risk models and frameworks to identify and mitigate potential...

Job Description:Job Description : RCM Rejection Associate (Intermediate Level)Min 1-2 years of work experience in the same domainReady to work in EST time Zone       Experience Required: Minimum 1–2 years of work experience in the same domain (RCM Rejection Management).Work Schedule: Must be available to work in the EST time zone.Key...

Client Acquisition and Relationship Management Lead efforts to acquire new clients in the region identifying prospects and converting them into valuable business relationships Cultivate and maintain strong relationships with key clients in the large business sector ensuring their needs are met and issues are addressed promptly Identify cross sell...

Our organization is dedicated to supporting wealth managers and financial advisors in India. We understand that clients expect a seamless experience when it comes to financial products. To cater to this demand, we have designed our platform to enable partners and investors to manage their needs from a single place.At Yubi Markets, we specialize in...