Strategic Portfolio Analyst

Job SummaryWe are seeking a seasoned financial planning professional to join our team. As a Senior Financial Planning Assistant, you will play a crucial role in monitoring client investment portfolios, preparing recommendations for the adviser, and maintaining accurate records of advice.Key Responsibilities:Monitor client investment portfoliosPrepare...

Job SummaryThe Portfolio Manager shall be responsible for developing and implementing strategies to upgrade mass market segments. This involves analyzing internal data, conducting market research, and monitoring industry trends.Key Responsibilities:Developing and implementing strategic initiatives to increase product take-up in identified mass market...

Job OpportunityTransforming data into strategic insights is crucial for financial decision-making. This role will support the finance team in achieving their goals by developing actionable recommendations.Collaborate with finance to identify discrepancies in budget and prior-year expenses, and pinpoint opportunities for enhancement.Work directly with the...

What you will do:Lead the development and enhancement of a comprehensive risk management framework specifically tailored for credit card portfolios.Conduct in-depth analysis of credit card portfolio performance metrics, identifying trends, risk factors, and opportunities for optimization.Utilize advanced statistical techniques to understand credit card...

OverviewVertere Global Solutions Inc is hiring a full-time Portfolio Manager role in Salcedo Village, NCR. Apply now to be part of our team.AvailabilityAvailable to work: Monday to Friday — MorningAlso note the project assignment location and travel requirements described belowSalaryExpected salary: ₱100,000 per monthAssignment Location and...

Job TitleThe ideal candidate will be responsible for leading strategic alignment and financial performance across the MarTech portfolio. This role requires a blend of financial expertise, technical knowledge, and strategic thinking to optimize portfolio outcomes.Key Responsibilities:Develop and maintain a comprehensive framework for AdTech and Promo...

Job Title: Portfolio StrategistWe are seeking an experienced Portfolio Strategist to build and grow a portfolio of high net-worth clients by providing tailored wealth management advisory. This involves defining and enforcing standards, providing strategic direction, and spearheading projects to improve processes.This leadership position requires a deep...

Job Summary: The IT Portfolio Lead oversees the IT project portfolio, ensuring alignment with business strategy. This role is responsible for managing project prioritization, resource allocation, and overall project tracking. Qualifications: Strong skills in portfolio management, strategic planning, and reporting Proficient in project management tools ...

Portfolio Financial Modelling SpecialistThis role plays a pivotal part in building and refining portfolio-level financial models, ensuring timely delivery of debt and tax-equity investor reporting requirements, and effectively managing client portfolios.

Team BriefWe are seeking a seasoned Portfolio / PMO professional to join our organization. This role will be responsible for developing and implementing new frameworks to support portfolios, programs, and projects across multiple countries.The ideal candidate will have a proven track record of working on complex projects, with experience in both waterfall...