Financial Portfolio Manager
7 days ago
The Real Estate Bookkeeper position at Remote VA is ideal for a detail-oriented individual with expertise in real estate accounting and proficiency in AppFolio. This role focuses on managing financial transactions of our property portfolio with precision, ensuring accurate documentation, timely processing of invoices, and compliance with financial regulations.
Responsibilities:- Manage daily bookkeeping tasks for various properties using AppFolio to maintain accurate records.
- Analyze and prepare financial reports and statements to provide valuable insights.
- Process accounts payable/receivable and handle tenant billing efficiently.
- Maintain up-to-date tenant and owner account records for accuracy.
- Support budget preparation and forecasting efforts by analyzing financial data.
- Stay updated with tax laws and ensure adherence to regulatory requirements.
- Utilize AppFolio for effective bookkeeping and reporting.
- Proven expertise in using AppFolio effectively to manage financial operations.
- Strong understanding of real estate accounting principles to ensure accurate financial reporting.
- Excellent attention to detail and organizational skills to manage multiple tasks.
- Effective communication abilities to collaborate with stakeholders.
- Demonstrated capability to work autonomously and manage time efficiently.
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Senior Financial Portfolio Executive
24 hours ago
Manila, National Capital Region, Philippines Sun Life Financial Full timeAccount ManagementThe General Accounts Portfolio Manager will be responsible for managing general account portfolios, ensuring optimal asset allocation and regular reporting to stakeholders.Collaboration and CommunicationThis role requires close collaboration with internal stakeholders, investments team, and regional/corporate office counterparts to achieve...
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Portfolio Investment Manager
24 hours ago
Manila, National Capital Region, Philippines Sun Life Financial Full timeInvestment StrategiesThe General Accounts Portfolio Manager will develop and implement investment strategies for general account portfolios, considering market trends and stakeholder needs.Team CollaborationThis role involves working closely with various teams, including ALM, Actuarial, Products, and Investments, to ensure seamless execution of investment...
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Commercial Portfolio Manager
1 week ago
Manila, National Capital Region, Philippines Financial Times group Full timeLondonAbout UsThe Financial Times is one of the world's leading news organisations, globally recognised for its authority, integrity and accuracy, with a mission to deliver quality information and services worldwide.At the FT, curiosity thrives and ambitious thinking is rewarded. Here, you're given the chance to reach millions, create work that matters and...
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General Account Portfolio Manager
1 day ago
Manila, National Capital Region, Philippines Sun Life Financial Full timeGeneral Account Portfolio Manager Locations: Taguig City, National Capital Region (Manila) Time Type: Full time Posted on: Posted 3 Days Ago Job Requisition ID: JR00103774 You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts...
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Investment Portfolio Strategist
24 hours ago
Manila, National Capital Region, Philippines Sun Life Financial Full timeAbout UsSun Life Financial is a dynamic organization that encourages innovation and growth. As a General Account Portfolio Manager, you will be an integral part of our team, responsible for managing general account portfolios.Key ResponsibilitiesDeploy assets in accordance with portfolio parametersMaintain optimal asset allocation mixCoordinate with internal...
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Portfolio Manager
24 hours ago
Manila, National Capital Region, Philippines HireArchi, an Agilitec Company Full timeAbout the PositionWe are seeking a highly skilled Portfolio Manager to join our team. As a key member of our executive leadership, you will oversee financial operations across our diverse portfolio, including restaurant franchises, fitness franchises, and commercial retail real estate investments.The ideal candidate will be a results-driven professional with...
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Financial Portfolio Analyst
7 days ago
Manila, National Capital Region, Philippines Visage Executive Search Full timeAt Visage Executive Search, we are seeking a skilled Credit Risk Specialist to join our team. The successful candidate will be responsible for monitoring designated credit portfolios and analyzing financial statements.ResponsibilitiesPortfolio Monitoring: Regularly review and analyze the performance of assigned credit portfolios to identify potential risks...
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Financial Planner
1 day ago
Manila, National Capital Region, Philippines Millennial Financial Advisors Full timeCompany OverviewMission at Millennial Financial Advisors is to add value to individuals by protecting their greatest asset – Life. We are a company that values building long-lasting relationships with our clients, and we are seeking an experienced Financial Wealth Planner to join our team.Job SummaryThis is a Part-time/ Full-Time remote role for a highly...
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Portfolio Manager
14 hours ago
Manila, National Capital Region, Philippines Globe Telecom Full timeAt Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal.Job DescriptionThe Portfolio Manager provides strategic leadership for a designated sub-portfolio. Through in-depth market analysis, trend identification,...
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Senior Financial Portfolio Specialist
5 days ago
Manila, National Capital Region, Philippines Imperium Blaze Life Insurance Agency Full timeAt Imperium Blaze Life Insurance Agency, we value expertise and teamwork. We are seeking a seasoned Senior Financial Portfolio Specialist to lead our junior financial consultants and drive business growth.The successful candidate will have extensive experience in financial planning, portfolio management, and client relationship building. They will be...
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Investment Portfolio Manager
7 days ago
Manila, National Capital Region, Philippines INTERNATIONAL KAI-ZEN RESEARCH FOUNDATION Full timeRole OverviewThe Investment Portfolio Manager will be responsible for managing the investment portfolio of our organization. This involves conducting thorough research, analyzing financial data, and making informed investment decisions.Main Responsibilities:Conduct market research to identify potential investmentsAnalyze financial statements to assess...
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Mortgage Portfolio Manager
1 day ago
Manila, National Capital Region, Philippines YBR Mortgages Philippines Inc Full timeAbout Yellow Brick RoadWe are a leading mortgage broking service provider in Australia, dedicated to helping individuals achieve their financial goals.Our team of experienced mortgage brokers understands the needs of our clients and provides personalized solutions to meet their unique requirements.Job DescriptionMortgage Portfolio ManagerWe are seeking an...
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Manila, National Capital Region, Philippines Millennial Financial Advisors Full timeOur ApproachMillennial Financial Advisors takes a holistic approach to financial planning, focusing on each client's unique needs and goals. Our experienced Financial Wealth Planners work closely with clients to create tailored wealth management plans that drive success.About the PositionWe are seeking a highly skilled Financial Wealth Planner to join our...
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Portfolio Credit Manager
24 hours ago
Manila, National Capital Region, Philippines Globe Telecom, Inc. Full timeAbout GCashGCash is a leading mobile finance company in the Philippines, offering innovative financial solutions to individuals and businesses. As a Financial Risk Professional, you will play a key role in helping us stay at the forefront of the fintech industry.ResponsibilitiesManage credit risk across various retail lending portfoliosRecommend strategic...
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Portfolio Management Professional
7 days ago
Manila, National Capital Region, Philippines Metrobank Full timeJob Opportunity: Credit Review OfficerMetrobank is a leading bank that offers a wide range of financial services to its customers. We're currently looking for a skilled Credit Review Officer to join our team.This role involves analyzing loan proposals and borrowers' creditworthiness, managing credit risk and portfolio performance, and ensuring compliance...
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Investment Portfolio Manager
1 day ago
Manila, National Capital Region, Philippines AXA Philippines Full time**Job Overview**We are seeking an experienced Relationship Manager to join our team at AXA Philippines.The ideal candidate will have a proven track record in investment sales, with a focus on private wealth management and portfolio management of high net-worth clients.In this role, you will be responsible for building and maintaining strong relationships...
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Wealth Management Specialist
1 day ago
Manila, National Capital Region, Philippines Millennial Financial Advisors Full timeWhy Choose UsMillennial Financial Advisors is a dynamic company that prides itself on innovation and excellence. We offer a unique opportunity for ambitious professionals to grow and develop their careers in a fast-paced environment.About the RoleWe are seeking an experienced Financial Wealth Planner to join our team on a Part-time/ Full-Time basis. The...
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Client Portfolio Management Specialist
3 days ago
Manila, National Capital Region, Philippines TempleTech Finance Corp. Full timeWe are TempleTech Finance Corp., a leading provider of payroll-enabled financial services. Our Client Portfolio Management Specialist will be responsible for managing client relationships and delivering exceptional service to ensure client satisfaction and loyalty.Main responsibilities:Manage client portfolios and develop strategic plans to meet client needs...
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Collection Portfolio Manager
8 hours ago
Manila, National Capital Region, Philippines RCBC Bankard Services Corporation Full timeJob OverviewWe are seeking a highly skilled and experienced professional to join our team as a Collection Portfolio Manager.About the RoleThis role is responsible for overseeing the performance of accounts or specific portfolio assigned, ensuring efficient and effective collection follow-ups to cure these accounts and prevent further delinquency.Key...
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General Account Manager
24 hours ago
Manila, National Capital Region, Philippines Sun Life Financial Full timeJob DescriptionThe General Accounts Portfolio Manager will primarily be responsible for managing general account portfolios, which involves deploying assets in accordance with portfolio parameters, maintaining optimal asset allocation mix, coordinating with internal stakeholders, monitoring portfolio metrics, and providing reports to different...