UNKNOWN

ADAPTED_NOW

Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to the commercial lending portfolio through their assigned partnership with local Relationship Managers. Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.

First Horizon Bank

Portfolio Manager Team Lead

JobAdX

FEED

In this role, you will partner with platform product teams and stakeholders to implement SAP, SAP BTP, Microsoft Azure, and other third-party software applications in alignment with approved technologies, architecture, and business processes. With limited supervision, this role leads a team of engineers and cross-functional stakeholders through software development of low-code and custom product solutions, bringing technical aptitude and execution skills to facilitate.

YEAR

Cargill

Application Developer - ERP, Business Analyst

Appcast PX 2

Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. The Portfolio Analyst supports all investment related aspects of fund products including product research, implementation, portfolio construction, trade review, risk management, and performance monitor.

Vident Asset Management

Portfolio Analyst, Funds

To date, HFHI and HCap has provided over $400MM in capital to its US domestic affiliate network via enterprise-level, secured project-level, bridge and structured financing for affordable housing and community development projects as well NMTC allocation for homeownership initiatives. HCap provides an array of financial services and products to Habitat affiliates to support their work as affordable mortgage originators, real estate developers, home-builders, sellers, and partners for housing and community solutions.

Habitat for Humanity International

Credit and Portfolio Analyst

Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. Responsibilities include assisting Portfolio Managers, conducting product research, performing portfolio optimizations, reviewing and executing trades, generating reports, analyzing performance, and onboarding new clients.

Portfolio Analyst, SMA

In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. The key responsibilities include monitoring and communicating property operating performance, tracking key performance indicators, performing market research and analysis, and negotiating strategic concerns at the property, loan, and platform level.

VOYA Financial Inc.

Senior Real Estate Portfolio Analyst

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The Portfolio Analyst is responsible for supporting the day-to-day execution of portfolio activities through accurate data maintenance, routine planning support, scheduling inputs, and execution tracking. This role helps ensure portfolio decisions are implemented accurately and on time by maintaining data integrity, monitoring routine workflows, and escalating exceptions to more senior team members.

RaceTrac

Portfolio Analyst

Daily functions include but are not limited to:•Billing and invoices•Boarding Processes (BOS): new location set up, entitlement changes•Transaction authorization and processing information•Chargebacks•Collection, escrow and pending items•Equipment inquiries / issues•Funding delays or missing payments•Processing Issues resulting in rejects, duplications, reversals, special processing, etc. Ability to prioritize issues and effectively track to completion all requests.•Business acumen - Understands basic accounting principles; financial analysis skills that include customer revenue, fees/billing and reconciliation processes.•Communication and Conflict Resolution - Possesses strong communication skills; including verbal, written and presentation.

Bank of America Corp

Merchant Portfolio Analyst (MPA)

RaceTrac Petroleum Inc

Portfolio Valuation Analysts will provide a range of valuation advisory services specifically to the alternative investment community including private equity and hedge funds, business development companies, pensions and endowments, in connection with our assisting those clients with valuation issues surrounding their alternative investment positions. REQUIREMENTS: Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration (with a concentration in Accounting or Finance), Management (with a concentration in Accounting or Finance), Engineering (with a minimum of four Junior and/or Senior level courses in Accounting, Economics or Finance) or MBA from an accredited college or university within the last 3 years.

Kroll, LLC

Analyst, Portfolio Valuation

A bachelor’s degree in finance, or real estate, and a minimum of five years’ experience in the analysis of residential mortgage or commercial real estate underwriting, with specific experience in loan documentation, appraisal review, due diligence, and cash flow analysis or the equivalent combination of education and experience is necessary. Serves customers by determining requirements, clarifying desired information, and answering inquiries, performing research, locating, and providing information related to technical assistance regarding lending and disbursement procedures and regulatory requirements, resolving problems, fulfilling requests, and maintaining databases.

Federal Home Loan Bank of Atlanta

Homeownership Portfolio Analyst II

Exhibits adequate knowledge of the following: CIP, Account Risk Assessment, Customer Due Diligence, CTR, OFAC, Cash purchase of monetary instruments, Originating Bank, Beneficiary Bank, TIN, NRA, HIDTA, HIFCA and SAR. Additionally, this role will complete international trade duties, related import/export letter of credits, documentation of collections and payments, wire transfers and provide standby letter of credits.

MetroCity Bankshares, Inc.

Portfolio Analyst I

Trade Execution, Booking, and Cash Activity (Bloomberg AIM or comparable platform) Oversee daily trade executions, matching, and booking of T+1 activity into the portfolio/accounting system, including creations/redemptions (cash and in-kind), custody FX trades, distributions, fees, and miscellaneous cash entries. The Senior Portfolio Operations Analyst is responsible for ensuring the integrity of daily data, accurate and timely post-trade booking, smooth settlement and reconciliation processes, margin/collateral management, and effective support to internal and external stakeholders across time zones.

Senior Portfolio Operations Analyst

This role ensures IT investments align with organizational priorities and comply with federal and agency requirements, including Capital Planning and Investment Control (CPIC) and Enterprise Performance Life Cycle (EPLC) processes. The IT Portfolio and Governance Analyst supports enterprise IT portfolio management, governance, and project oversight.

Delaware Nation Industries

IT Portfolio and Governance Analyst

Workable

Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Scope: Within our Portfolio Valuation Complex Securities practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.

Houlihan Lokey Europe GmbH

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations

Aller au contenu Développez votre carrière et votre potentiel chez CBRE Menu À propos de nous Notre entreprise Notre culture basée sur les valeurs Joignez-vous à notre communauté Recherche d'emploi Connexion Dansk Deutsch English - US Español - ES Español - MX Français - Canada Français - France Italiano Nederlands Norsk Bokm...

Cbre Valuation

Senior Portfolio Management Analyst

IT Portfolio And Governance Analyst

This role is focused on performing in-depth portfolio analysis, monitoring risk indicators, generating reports and insights, and assisting in the execution of risk mitigation strategies. 25% - Customer Service - Directly communicate with customers and internal sales associates or leadership related to credit & collection matters verbally and in writing.

HOUR

As an essential retailer to the communities we serve, our stores are open and our warehouse distribution centers are running. We’re taking measures to keep our associates safe, including:<ul><li>Providing face coverings and gloves to associates</li><li>Limiting the number of customers in stores at one time</li><li>Promoting social and physical distancing practices</li><li>Implementing additional cleaning measures to sanitize facilities</li></ul>

The Home Depot Inc

Sr. Analyst, Portfolio Risk and Monitoring

While using your advanced technical skills to protect Global Payments from threats, you will partner with business leaders to identify risks, evaluate the effectiveness of controls, and promote continuous improvement. What you will own: Ensure the strategic objectives of risk management program are met including execution of risk assessment activities, coordination of risk response and program testing and validation.

Global Payments has been a market leader in the U.S. since the 1960s when its former parent company, National Data Corporation, pioneered a specialized data processing system. For over 50 years, Global Payments has been delivering innovative payment solutions. Our software-driven, technology-enabled solutions are leading our customers into the future.
Headquartered in Atlanta, Georgia with more than 10,000 employees worldwide, Global Payments is a member of the S&amp;P 500 with merchants and partners in 30 countries throughout North America, Europe, the Asia-Pacific region and Brazil.

Portfolio Analyst Jobs in Georgia

Portfolio Manager Team Lead First Horizon Bank

Application Developer - ERP, Business Analyst Cargill

Portfolio Analyst, Funds Vident Asset Management

Credit and Portfolio Analyst Habitat for Humanity International

Portfolio Analyst, SMA Vident Asset Management

Senior Real Estate Portfolio Analyst VOYA Financial Inc.

Portfolio Analyst RaceTrac

Merchant Portfolio Analyst (MPA) Bank of America Corp

Portfolio Analyst RaceTrac Petroleum Inc

Analyst, Portfolio Valuation Kroll, LLC

Credit and Portfolio Analyst HQ

Homeownership Portfolio Analyst II Federal Home Loan Bank of Atlanta

Portfolio Analyst I MetroCity Bankshares, Inc.

Senior Portfolio Operations Analyst Vident Asset Management

IT Portfolio and Governance Analyst Delaware Nation Industries

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations Houlihan Lokey Europe GmbH

Senior Portfolio Management Analyst Cbre Valuation

IT Portfolio And Governance Analyst Delaware Nation Industries

Sr. Analyst, Portfolio Risk and Monitoring The Home Depot Inc

Risk Portfolio Data Analyst Senior Global Payments Inc

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