Financial Portfolio Manager

Job OpportunityWe are seeking a skilled professional to join our team in wealth management. As a key member of our wealth management department, you will be responsible for acquiring and retaining high net worth clients, advising them on their investments, and managing their overall financial portfolio.Key ResponsibilitiesTo establish and maintain...

As a key professional in our organization, this role involves close collaboration with clients to understand their investment needs.The main responsibilities include:Onboarding client portfolios by reviewing legal agreements and understanding reporting from servicers or trusteesSUPPORTING CLIENTS IN MONITORING AND RISK MANAGEMENT OF TRANSACTIONSCalculating...

Key Responsibilities:Manage portfolios of private equity funds.Update investor-specific reporting templates.Analyze fund performance by reviewing cash flows and financial reports.Calculate fund valuation data, such as investment costs, realized/unrealized value, gross/net multiples, and financial KPIs.Track operational KPIs and updates on a quarterly...

Job Title: Portfolio Management SpecialistWe are seeking a highly skilled and motivated individual to join our team as a Portfolio Management Specialist.About the RoleThis is an exceptional opportunity for a self-driven, financially astute professional with expertise in investment analysis and advisory.Key Responsibilities:Assist in preparing pitch books 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...

Job Title: Portfolio Leader">">Oversee and manage the operational efficiency of allocated centres, aligning with strategic goals.">Key Responsibilities:">">Manage assigned category (centres), covering academics, operations, financials, and student experience.">Collaborate with centre heads to ensure consistent execution of policies.">Formulate strategies...

Cloud Portfolio ManagerWe are seeking a skilled Cloud Portfolio Manager to lead financial portfolio management initiatives within our organization. This role focuses on cloud modernization, cloud architecture, and end user deployment.Your Impact:Cloud Modernization Leadership: Lead the modernization of cloud-based financial portfolios to improve scalability,...

Portfolio Management & TradingThe role is ideal for individuals seeking hands-on experience in analyzing, designing, and managing portfolios across global markets.Key ResponsibilitiesMonitor and analyze market trends to identify opportunities and risks.Study macroeconomic drivers, central bank policies, and liquidity cycles to inform investment...

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...

Investment Analyst PositionAbout the Role:This is an exceptional opportunity for a talented and motivated student to join our team as an Investment Analyst.The successful candidate will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. The internship is designed to provide practical...