Financial Portfolio Manager

Job SummaryThis role plays a pivotal part in building and refining financial models at the portfolio level, delivering debt and tax-equity investor reporting requirements, and managing operating portfolios of photovoltaic and battery storage assets.You'll collaborate with capital markets, project accounting, FP&A, regulatory, land and stakeholder management,...

Job Title: Portfolio ManagerJob Description:We're seeking a skilled Portfolio Manager to oversee the planning, execution, and delivery of projects that drive our mental health technology platform's success.In this role, you'll manage project scope, resources, and timelines while driving Agile processes, facilitating team collaboration, and ensuring seamless...

Property Portfolio AccountantThis role involves managing the financial transactions of our property portfolio with precision, accuracy and timeliness. The ideal candidate will have a solid background in real estate accounting and expertise in using AppFolio effectively.Responsibilities:Manage daily bookkeeping tasks for various properties.Prepare and analyze...

Job TitleWe are seeking a seasoned Property Professional to join our team as a Portfolio Manager.The successful candidate will play a vital role in overseeing a portfolio of properties, ensuring seamless day-to-day operations and exceptional client satisfaction.Key ResponsibilitiesCustomer Service ExcellenceBuild and maintain long-lasting relationships with...

Portfolio StrategistJob DescriptionIn this pivotal role, you will spearhead the enhancement of our lending portfolio through data-driven insights. Your expertise in underwriting and portfolio analysis will be instrumental in identifying risks and developing strategic actions to optimize loan performance.This position will heavily focus on leveraging...

Accounting Assistant RoleThis is a remote financial management position that collaborates closely with the accounting team.The scope of this role includes overseeing financial data related to real estate investments and private equity portfolios, ensuring accurate financial records across multiple business lines.ResponsibilitiesPerform accurate data entry...

Job DescriptionThis role blends hands-on property management, guest services, administrative coordination, and light marketing/design. You will work closely with ownership and vendors to ensure our properties deliver an exceptional guest experience while running efficiently behind the scenes.Oversee day-to-day management of short-term rental...

Job Title: Property AccountantWe are seeking a highly organized and detail-oriented individual to oversee financial records, reconcile accounts, and support property management operations.The ideal candidate will have experience managing financials for multiple properties or portfolios using software such as AppFolio. They will be responsible for maintaining...

Job Title: Portfolio CoordinatorWe are seeking a highly organized and proactive individual to support our estate planning and related services team.Main Responsibilities:Review existing open files, identifying key milestones, deliverables, timelines, and deadlines.Create and maintain internal status review documentation.Serve as the primary point of contact...

Job OverviewWe are seeking an experienced Loan Portfolio Assistant to join our team. This is a remote role that requires strong attention to detail, proactive risk management, and excellent communication skills.Key Responsibilities:Monitor and manage resolved loans, ensuring all relevant processes are followed.