- Fidelity TalentSource LLC (Westlake, TX)
- …temporary role at Fidelity Investments. We are currently sourcing for a Portfolio Position and Transaction Operations Analyst to work in Westlake, Texas ... Fidelity Charitable is looking for a Portfolio Position and Transaction Operations Analyst...internally communicate money movement in/out of managed accounts Update positions /transactions data in portfolio accounting system, as… more
- Multi-Color Corporation (Rosemont, IL)
- …evaluation, investment thesis, executive presentations, and supporting the Transaction Diligence throughout the acquisition lifecycle. Additionally, this individual ... critical to the success of a large, multinational manufacturing company.This position offers significant exposure to senior management, including the CFO, SVPs… more
- CBRE (Los Angeles, CA)
- …and other financial obligations associated with the leases + Coordinate with portfolio management and financial planning for transaction financial analyses for ... and cross-functional partners + Work closely with the Global Portfolio Manager to ensure global visibility and alignment with...education, training, and experience. The minimum salary for the Transaction Manager position is $80,000 annually or… more
- Pacificorp (Portland, OR)
- Energy Transaction Trader (Assoc / Mid-Level / Sr) Portland, OR #112369 **Date:** Aug 15, 2024 **Location:** PORTLAND, OR, US, 97232 **Company:** PacifiCorp ... regional transmission organization. **Responsibilities** **Responsibilities of the Associate Energy Transaction Trader include the following:** + Sell or purchase… more
- ServiceNow, Inc. (Warren County, NJ)
- …by way of our workspaces, services, and amenities. **Job Overview** This position will be responsible for managing global real estate transactions consisting of ... offices, serving 25k+ employees in approximately 80 locations. The position will report to the Director of Global Real...for consideration in creation of the real estate and transaction strategy + Ability to understand relevant business needs… more
- JPMorgan Chase (Brooklyn, NY)
- …the Custody and Fund Services, you have found the right team. As a Transaction Processing Manager within the Custody & Fund Services (CFS) Middle Office Department ... you will be responsible for ensuring all aspects of operations for both US and global clients are completed,...deemed appropriate by Managers and more senior colleague's for portfolio transitions, system testing etc. + Handle and resolve… more
- Morgan Stanley (West Conshohocken, PA)
- …seeking someone to join our team as an Alternative Investment Services Private Equity Portfolio Accounting Operations Director in IM operations to be ... #LI-JO1 **Job:** **Other* **Title:** *Alternative Investment Services Private Equity Portfolio Accounting Operations Director * **Location:** *Pennsylvania-West… more
- M&T Bank (Buffalo, NY)
- …focus on identify emerging risks or material changes in customers financial position , including evaluation of compliance with the loan agreement. Analyses to include ... maintenance in order to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and prepare financial models… more
- Amazon (Seattle, WA)
- …Security, Business Continuity (Risk/Legal when required); - Responsible for managing portfolio -wide program operations such as reception, food, mail services, ... Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, space & occupancy planning, capital investment program… more
- Capital One (New York, NY)
- …United States of America, New York, New York Specialty Underwriter and Portfolio Manager- Renewable Energy The Underwriting and Portfolio Management organization ... with internal partners to underwrite new transactions and manage the existing portfolio of Tax equity transactions. Our Underwriters and Portfolio Managers… more
- PNC (New York, NY)
- …Description** + Using independent judgment and discretion, performs or may lead transaction and portfolio level analysis, conducts research and prepares reports. ... education, and required certifications/licensures needed to be successful in this position . **Preferred Skills** Asset Allocation, Auditing Operations , Business… more
- PNC (New York, NY)
- …within 15 days of employment. **Job Description** + Oversees moderately complex transaction and portfolio level analysis, research and report preparation. ... education, and required certifications/licensures needed to be successful in this position . **Preferred Skills** Asset Allocation, Auditing Operations , Business… more
- PNC (New York, NY)
- …in STEM OPT for this position . **Job Description** + Leads transaction and portfolio level analysis, conducts research and prepares reports. Performs ... and modeler. As a Director in ALM Investments - Portfolio Management, you will be based in New York,...and required certifications/licensures needed to be successful in this position . **Preferred Skills** Asset Allocation, Auditing Operations ,… more
- PNC (Pittsburgh, PA)
- …Description** + Using independent judgment and discretion, assists in performing transaction and portfolio level analysis, conducting research and preparing ... education, and required certifications/licensures needed to be successful in this position . **Preferred Skills** Asset Allocation, Auditing Operations , Business… more
- Navy Federal Credit Union (Vienna, VA)
- …(SaaS) solutions. Develop and execute strategic plans and oversee the operations of Finance Technology Domain product lifecycle, encompassing Stakeholder Management ... Communications, Scope and Financials, Team Management, Technology and Delivery, and Operations Support across all Finance Technology Portfolios consisting of General… more
- City National Bank (Encino, CA)
- **BUSINESS BANKING PORTFOLIO MANAGER** **WHAT IS THE OPPORTUNITY?** Primary responsibility is to work directly with assigned business banking clients on a daily ... solutions to meet client needs. Provides responsive quality service. Average Portfolio size will be 100-125 Clients. Manages overall relationship profitability and… more
- US Bank (Atlanta, GA)
- …and analyzes information from tools to assess data accuracy and completeness + Facilitate Portfolio Operations meetings + Ensures quality of our intake book of ... portfolio managers + Monitors effectiveness and recommends improvement to our Portfolio Operations process Basic Qualifications - Bachelor's degree, or… more
- PNC (New York, NY)
- …Description** + Using independent judgment and discretion, assists in performing transaction and portfolio level analysis, conducting research and preparing ... education, and required certifications/licensures needed to be successful in this position . **Preferred Skills** Asset Allocation, Auditing Operations , Business… more
- JPMorgan Chase (Newark, DE)
- …employees' individualities, while supporting an inclusive culture of teamwork. As a Portfolio Finance Loan Associate within the Custom Financing Support team, you ... Middle Office (MO) and Loan Servicing support to the Portfolio Financing desk to facilitate their lending business. Your...and skills** + 2 years of experience in financial operations + Bachelor's degree in Finance or Business (or… more
- SitusAMC (Plymouth Meeting, PA)
- …this position will have day-to-day management of a diverse portfolio of loan and debt financings including construction/renovation loans, syndications, CMBS, ... and direction to the Asset Management Team and Loan Operations teams + Monitoring reserve and escrow accounts to...income, operating budgets and leasing status + Coordinate new portfolio and new loan servicing including collection of all… more
