Financial Portfolio Specialist

Portfolio Optimization SpecialistAbout the Role:The Portfolio Optimization Specialist plays a crucial role in driving the financial success of our lending portfolio by underwriting credit applications, analyzing portfolio performance, and identifying risks. This position requires strong analytical skills to develop data-driven insights that improve risk...

Project Finance RoleThis role plays a pivotal part in creating and refining portfolio-level financial models, meeting debt and tax-equity investor reporting requirements, and overseeing the client's operating portfolio of photovoltaic and battery storage assets.You will collaborate closely with various teams to build and enhance portfolio-level financial...

Stock Trader PositionWe are seeking a licensed and experienced Stock Trader to execute equity transactions on behalf of our clients and provide strategic investment advisory services.This role is critical in helping clients navigate the financial markets effectively, achieve their investment goals, and grow their portfolios.Key ResponsibilitiesClient...

Job DescriptionWe are seeking a detail-oriented and organized tax specialist to support our real estate and development portfolio. You will be responsible for maintaining accurate financial records, processing transactions, and preparing reports under the guidance of our leadership and Canadian accounting partners.

Job OverviewWe are seeking a seasoned Manager to join our team. As a key member, you will be responsible for leading the creation and optimization of comprehensive financial models to support strategic decision-making. Your expertise in building and operating complex financial models using Excel will drive business growth and inform client decisions.Main...

Job SummaryThis is a remote role that requires overseeing the daily operations of a portfolio of short-term rental properties.The ideal candidate will have a blend of property management, guest services, administrative coordination, and light marketing/design skills.Main Responsibilities:Manage day-to-day operations of short-term rental propertiesSchedule...

OverviewInvestment Analyst and Assistant Portfolio Manager – HSBC Global Asset Management. The team focus includes research, financial modelling and supporting portfolio management on a global scale. We are currently seeking a high calibre professional to join our team as an Investment Analyst and Assistant Portfolio Manager.Roles & ResponsibilitiesRole of...

Job Title: Investment ManagerThe investment team is seeking a highly skilled Investment Manager to drive the current and prospective investment activities in Southeast Asia.Main Responsibilities:Collect, analyze, and manage impact data from portfolio companies to measure progress against sustainability metrics.Serve as a primary point of contact for assigned...

Job Title: Senior Wealth Portfolio ManagerA career opportunity has arisen for a seasoned professional to join our team as a Senior Wealth Portfolio Manager.Job DescriptionThe successful candidate will be responsible for managing and maintaining a portfolio of high net worth clients, providing expert advice on investment opportunities and helping them achieve...

Job Summary:A seasoned finance professional is sought to manage a diverse portfolio of loan accounts. Key responsibilities include conducting thorough credit evaluations, analyzing financial data, and developing strategic recommendations for approving bodies.Lead the review and analysis of loan applications, ensuring they meet established criteria.Prepare...