Financial Portfolio Manager

Investment Counsellor Job DescriptionThe Investment Counsellor plays a vital role in providing bespoke investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.Key...

Senior Portfolio ManagerKey Responsibilities:To build long-term relationships with high-net-worth clients.To provide investment advice, ensuring alignment with client financial goals and risk tolerance.To maintain accurate records of client interactions, transactions, and portfolio performance.To identify opportunities for upselling and cross-selling...

Job DescriptionWe are seeking a highly motivated individual to join our Portfolio Management team as an Investor Reporting Analyst. This role is responsible for generating operational reports for our Single-family Rental (SFR) portfolios, which are delivered externally to each of our Joint Venture (JV) institutional investors.The successful candidate will...

Real Estate Portfolio Manager PositionWe are seeking a seasoned Real Estate Portfolio Manager to oversee and manage the performance and success of our residential and commercial real estate portfolio.About the RoleThis is an exciting opportunity for a highly skilled and experienced Real Estate Portfolio Manager to make a significant impact on our business....

Senior Vice President - Wealth ManagerThis role involves managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions. The Senior Vice President - Wealth Manager will directly manage client relationships, build trust, and offer strategic solutions to meet their...

Job Title: Portfolio Investment ManagerThis role involves overseeing the deployment of funds within a company to achieve targeted returns on investments.The successful candidate will analyze financial statements, develop investment thesis, and perform market and portfolio analysis to support equity investment decisions.They will also provide continuous...

Key Role SummaryWe are seeking a skilled professional to join our team in managing mid-market and emerging large corporates.Main ResponsibilitiesBorrower Account Management: Monitor borrower accounts, follow up on developments, and maintain updates on respective borrower accounts.Turnaround Situations: Advise borrowers, undertake viability studies, develop...

As a Portfolio Strategist, you will be responsible for managing investment portfolios, analyzing market trends and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships.Key Responsibilities:Develop and implement...

Real Estate Portfolio ManagerWe are seeking an experienced accounting professional to manage a portfolio of commercial properties. The ideal candidate will have expertise in property-level accounting, including rent rolls, lease maintenance, cash management, and financial reporting.Key responsibilities include reviewing 3rd party property accounting for...

Investment Portfolio ManagerAs a Junior Investment Portfolio Manager, you will have the opportunity to work on cutting-edge projects involving investment advisory, portfolio management, and asset allocation.The primary responsibilities of this role include:Assisting in preparing pitch books and investment presentations for clients.Analyzing and presenting...