Senior Online Portfolio Manager

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 OverviewWe are seeking a Senior Retention and Direct Response Manager to drive online lead generation through traditional and non-traditional marketing channels.This is a hands-on role focused on identifying, testing, and optimizing new campaigns to expand reach into untapped markets.The ideal candidate will have a proven track record in online marketing...

Leasing Portfolio ManagerWe are seeking a dynamic and results-driven Leasing Portfolio Manager to oversee the leasing operations for our property portfolio.

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...

Key Responsibilities:Fully understand the intricacies of insurance operations and ensure timely processing of applications.Obtain quotes from online insurance portals, prepare comparative proposals, and present findings to underwriters and clients.Maintain organized records and documentation of all submissions and quotes, ensuring seamless communication with...

As a Property Operations Associate, you'll play a vital role in the management of our rental portfolio, overseeing daily operations, handling tenant communications, vendor coordination, and property marketing.

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...

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...

We are seeking an experienced and detail-oriented professional to manage the financial transactions of our property portfolio with precision and accuracy.Job Description:The successful candidate will be responsible for managing daily bookkeeping tasks for various properties using AppFolio, preparing and analyzing financial reports and statements, processing...