Financial Portfolio Reviewer

**Job Summary**We are seeking a detail-oriented and highly motivated individual to join our team at Neo Wealth and Asset Management as a Financial Portfolio Analyst. This role will provide an opportunity to work closely with our portfolio managers and analysts in reviewing high-value portfolios, ensuring accuracy in data management, conducting financial...

Job DescriptionRiverforest Connections is looking for a Portfolio Review Officer to oversee the Periodic and Event-based Portfolio Reviews. This role requires strong analytical skills to identify emerging trends, potential risks, and suggest corrective actions. The ideal candidate will have expertise in stress testing portfolios and publishing reports for...

About CompanyCorenza is a leading wealth advisory firm that has been providing expert financial guidance for over two decades. Our mission is to empower individuals and families to achieve their long-term financial goals through innovative solutions and personalized service.We are currently seeking a Portfolio Manager Professional to join our team. In this...

As a Portfolio Performance Specialist at Neo Wealth and Asset Management, you will play a key role in supporting our portfolio managers and analysts in achieving our clients' investment goals. Your primary responsibility will be to assist in reviewing and analyzing client portfolios, identifying areas of improvement, and implementing strategies to optimize...

Sr Relationship Mgr- Global Financial Advisory - Structured Finance Role & responsibilities:- Developing and strengthening relationship with Existing and Prospective Client across geographies. Our clients include governments & Sovereigns.- Create presentations for clients and referral partners and generate leads through healthy work relations.- Act as a...

upGrad Rekrut is a leading provider of wealth management solutions, and we are seeking a talented Portfolio Manager to join our team.The successful candidate will have a deep understanding of the financial markets and a proven track record of success in managing investments and achieving strategic goals.Key responsibilities include:Developing and...

Position Summary The role of the PPR Reviewer is to review the closed loan file documents and ensure that the loan is closed according to the approval meets all federal state local and investor requirements and that the data in the LOS matches the data in the mortgage loan documents received by the different correspondent lendersJob Functions and...

Job DescriptionExperience Required: 2 yearsPreferred Sector: Banking / Financial Services/ Insurance / Mutual Funds.About Company: Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth...

Experience Required: 2 years Preferred Sector: Banking / Financial Services/ Insurance / Mutual Funds. About Company: Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans...

About CompanyA trusted wealth advisory firm providing expert financial guidance for over 20 years, ensuring long-term financial well-being across generations.Roles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of...

At DiTech Financial Services, we are seeking a highly skilled Senior Accountant to lead our year-end accounting and bookkeeping efforts for UK and Ireland operations.The ideal candidate will possess expertise in financial reporting, compliance with UK & Ireland accounting standards, and timely preparation of year-end financial statements. This role requires...

About the JobWe are seeking a highly skilled Wealth Advisory Specialist to join our team at Corenza, a leading wealth advisory firm. In this role, you will be responsible for:Coordinating new client onboarding process with the back office team.Data gathering and financial plan creation within agreed TAT and as per process checklists.Presentation of draft and...

The RoleCitigroup is seeking a skilled Senior Credit Portfolio Manager to join our Structured Credit and Real Estate Underwriting team. The ideal candidate will have 1-3 years of experience in credit portfolio management or structuring within a financial institution, rating agency, financial guarantor, or asset management firm.Responsibilities...

Project OverviewWe are working with, a digital infrastructure platform HQ in Singapore, which directs global liquidity to supply chain and trade assets and provides financing solutions to global supply chain participants.They are seeking a portfolio manager based in either India or Singapore to join them for an initial 6 month contract with an option to move...

About UsAt Corenza, a trusted wealth advisory firm with over 20 years of experience, we strive to provide expert financial guidance for long-term success across generations.We are seeking a highly skilled Financial Planning Expert to join our team. In this role, you will be responsible for:Coordinating new client onboarding process with the back office...

Role & Responsibilities:- Developing and implementing lending policies for Loan Against Properties and/or Home Loans, ensuring compliance with regulatory requirements and company guidelines.- Analyzing market trends and industry data to recommend appropriate changes required to adapt to market requirement for LAP and HL customers.- Collaborating with the...

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. JOB SUMMARYThe role holder will be responsible for proactively managing the credit risk & risk/return...

Job ResponsibilitiesEstablish requirements for data maintenance and management and working with IT on implementation. Create Management reporting tools to monitor portfolio performance at portfolio segment (e. g., product, vintage, risk segment, score band, or marketing channel), vintage and account levels to identify positive and negative trends such as...

At Anand Rathi Share And Stock Brokers Ltd, we seek a talented Portfolio Manager to join our team. This role is responsible for acquiring and managing High Net Worth relationships by delivering exceptional standards of services.Key Responsibilities:Acquiring Preferred clients (Affluent & Super Affluent) through strong networking and relationship-building...

The Portfolio Management Analyst will play a critical role in the Structured Credit and Real Estate Underwriting team, overseeing a multi-billion dollar portfolio of asset securitization transactions. The analyst will gain experience across multiple products within the portfolio, including auto, credit card, unsecured consumer loans, middle market, private...