Portfolio Financial Specialist

Key ResponsibilitiesThe portfolio manager is responsible for building and growing a portfolio of high net worth clients through wealth management advisory.This involves nurturing long-term client relationships, providing financial products and services tailored to clients' wealth planning and long-term investment needs.To achieve this, the portfolio manager...

Job Role SummaryJob OverviewThe Analyst, Commercial Mortgages plays a vital role in supporting the Collateral Surveillance function within a commercial mortgage portfolio.Key ResponsibilitiesCollection of Financial Statements and Rent Roll DataProcessing of Operating Statements and Rent Roll DocumentsSite Inspections for Verification PurposesAdministrative...

Job Title: Portfolio Manager – Market Oracle SystemLocation: Flexible / RemoteCompensation: Performance-based (management fees, commissions, profit-sharing)About UsWe are a quantitative investment platform powered by the Market Oracle System — a proprietary black-box algorithm capable of decoding financial markets with precision. Our mission is to...

**Project Finance Specialist Role Summary**: This role plays a crucial part in developing and refining financial models, delivering on investor reporting requirements, and managing operating portfolios of renewable energy assets.Key Responsibilities:Portfolio Financial Modeling: Develop and enhance portfolio-level financial models to inform budgets and...

Assessment and Mitigation SpecialistThe position is primarily responsible for assessing the credit risk exposure of the organization. This involves monitoring the credit health portfolio by quantifying the level of risk through statistical data.Extracts loan repayment data per product/sales campaign to identify segments where delinquency is...

Financial Modeling SpecialistThis role plays a pivotal part in building and refining portfolio-level financial models, delivering on investor reporting requirements, and managing operating assets.The individual will collaborate closely with capital markets, project accounting, FP&A, regulatory, land and stakeholder management, customer success, and...

Job Title: Real Estate Asset Management AnalystWe are seeking a highly skilled Real Estate Asset Management Analyst to join our team. The successful candidate will be responsible for providing asset management support and financial analysis to drive asset value enhancement and operational excellence across our diverse portfolio of commercial properties.Key...

Portfolio Financial AnalystJob Summary:This position plays a pivotal role in constructing and refining portfolio-level financial models, delivering on debt and tax-equity investor reporting requirements, and managing the client's operating portfolio of photovoltaic and battery storage assets.Key Responsibilities:Build and enhance portfolio-level financial...

Job SummaryWe are seeking a skilled Bookkeeper to support our accounting and financial operations across a growing multifamily real estate portfolio.This role involves collaborating with the accounting and asset management teams on various initiatives and projects, utilizing strong organizational skills and attention to detail to manage multiple priorities...

Job DescriptionJoin our organization as a Senior Financial Planning Assistant to work on exciting projects in the financial planning field. This role involves assisting in managing client investment portfolios, preparing recommendations for advisers, and creating client performance reports.Required Skills and QualificationsA Bachelor's Degree holder of any...