Financial 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...

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.As a Loan Trade Support Analyst you will provide post-sale technical support services to customers, including installation, troubleshooting,...

Investment Portfolio Data Integration Analyst page is loaded Investment Portfolio Data Integration AnalystApply locations Philippines, Manila, One Le Grand Tower (Manila - One Le Grand) time type Full time posted on Posted 2 Days Ago job requisition id R28249FactSet creates flexible, open data and software solutions for over 200,000 investment...

Do you want to take the first step in making Filipinos' lives better everyday? Here in GCash we want to stay at the forefront of the FinTech industry by creating innovative, meaningful, and convenient financial solutions for the nation G ka ba? Join the G Nation todayResponsibilitiesReview loan portfolio & model quality consistently.Plan, oversee & maintain...

Job OverviewThis role focuses on underwriting credit applications and analyzing portfolio performance to drive financial success. The ideal candidate will have strong analytical skills, a data-driven mindset, and the ability to identify risks and opportunities.

Job OverviewThe role of a Trust Accountant is pivotal in the daily management of accounting tasks for segregated portfolios and funds. Key responsibilities include preparing accurate financial statements, ensuring timely and correct NAV calculations, and submitting tax forms to relevant authorities.The ideal candidate will have knowledge of the banking and...

Accounting Assistant RoleWe are seeking a highly skilled and detail-oriented Accounting Assistant to join our team. This role involves managing financial data related to real estate investments and private equity portfolios.Key Responsibilities:Accurately perform data entry tasks using NetSuite.Conduct thorough account reconciliations and validations.Support...

We are seeking a skilled Financial Risk Analyst to join our team.The Financial Risk Analyst will be responsible for analyzing financial statements, credit reports, and other relevant data to assess client creditworthiness. This includes preparing detailed credit analyses and risk assessments for new and existing clients, as well as collaborating with sales,...

This role is critical in developing and refining portfolio-level financial models, ensuring compliance with debt and tax-equity investor reporting requirements.Key Responsibilities:Create and enhance portfolio-level financial models to inform budgets and reforecasts.Analyze project level budget to actual variance and communicate findings to operational...

Portfolio Finance SpecialistThis role plays a pivotal part in developing and refining financial models, meeting investor reporting requirements, and overseeing solar and energy storage assets.Key Responsibilities:Develop and enhance financial models to inform budgeting and forecasting.Produce variance analysis and communicate findings to operational...