• Apollo (Greenwich, CT)
    … companies. Monitor and analyze performance metrics at the asset, fund, and portfolio levels throughout the investment lifecycle. Develop and maintain analytical ... related fields. Strong understanding of private equity fund structures and investment lifecycle. Strong understanding of Portfolio Company Performance (Financial… more
    Upward (07/05/25)
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  • Experis (New York, NY)
    Our client, a leading technology solutions provider, is seeking a Sr. Portfolio Manager /Tech Business Manager - ServiceNow SPM to join their team. As a Sr. ... Portfolio Manager , you will be part of...dashboards for executive-level reporting and decision-making. Create and maintain portfolio roadmaps, investment plans, business cases, and… more
    Upward (07/21/25)
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  • Deutsche Bank (New York, NY)
    …changes to internal risk ratings. Working with the Head of Asset Management and Portfolio Manager (s) to assist in the development and implementation of risk ... Description: Employer: DWS Group Title: Real Estate Debt Asset Manager - VP Location: New York Job Code: #LI-LV2...of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our… more
    Upward (07/18/25)
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  • TD Bank Group (New York, NY)
    …recommendations for enhancements, to the Global Head of Surveillance and Compliance senior management. Surveillance Portfolio Management: Work with the Head of ... disposition, reporting on the state of Surveillance program to the Board, senior management, and regulators, as needed, and effective check and challenge. Reporting… more
    Upward (07/15/25)
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  • Citigroup, Inc. (New York, NY)
    …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... platform, which allows us to deliver traditional and alternative investments , managed account solutions, best-in-class research and advice for...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more
    Upward (07/04/25)
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  • Brown Brothers Harriman & Co. (New York, NY)
    …to ensure a smooth workflow within the team. Serve as first call for portfolio related questions (eg, Investments / Asset Allocation / Performance). Implement ... recruiting an experienced professional to join as a Client Manager . The Client Manager serves as a...client presentations, actively participating in client meetings, and supporting portfolio review discussions. This role will likely also serve… more
    Upward (06/23/25)
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  • RXR (New York, NY)
    …New York with a nationally-scaled platform, RXR is a 450+ person, vertically integrated investment manager with expertise in a wide array of value creation ... housing, commercial property, and property technology through value-added and opportunistic investment strategies. Job Summary: The assistant project manager more
    Upward (07/11/25)
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  • Tishman Speyer (New York, NY)
    …that inspire innovation and connected communities. As a diversified developer, operator, and investment manager of top-tier real estate in 33 markets across the ... that real estate should unlock human potential. Tishman Speyer's diversified portfolio spans market rate and affordable residential communities, premier office… more
    Upward (06/23/25)
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  • Bloomberg LP (New York, NY)
    …exponentially. Bloomberg's Buyside Solutions delivers global, multi-asset solutions for portfolio management, trading, compliance, risk management and operations for ... goal is to offer the most scalable asset & investment management technology in the market - one that...that allows Bloomberg clients to grow assets on existing investments and to quickly expand into new asset classes,… more
    Upward (07/05/25)
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  • Selby Jennings (New York, NY)
    …I/II a plus. Skills : Strong communication, CRM proficiency, and understanding of investment concepts such as factor investing and portfolio analytics. Mindset : ... macro, or systematic investing. Experience at a boutique asset manager , quant firm, or investment bank. Why...Why Apply Join a high-growth firm in the quantitative investment space. Work closely with senior leadership… more
    Upward (07/03/25)
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  • IPG Mediabrands (New York, NY)
    …and delivered to the client Lead day to day communication and relationship with investment teams to identify the right channels and partners to execute the media ... ensure cross team communication Ability to speak/present to both junior and senior level clients Strong presentation skills Proactive approach to problem solving UM… more
    Upward (07/07/25)
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  • Senior Portfolio Manager

    Amazon (New York, NY)
    Description Amazon seeks a Senior Portfolio Manager to join its Investments team, which oversees the management of $60 - 70B in internally managed ... portfolio performance. * Ensure portfolios comply with the Global Investment Policy, portfolio guidelines, and other key investment restrictions. *… more
    Amazon (05/15/25)
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  • Senior Manager - Portfolio

    American Express (New York, NY)
    …Technology Portfolio Management team, the Senior Manager of Portfolio Management - Enterprise Investment Planning will help drive and support the ... financial and capacity planning and forecasting across a $2 Billion Technology Investment portfolio , including scenario and ad-hoc analytics + Support Enterprise… more
    American Express (07/12/25)
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  • Corporate Banking Senior Portfolio

    Citizens (New York, NY)
    …Internet, Industrial Tech/Hardware, Semiconductors, IT Services, Cybersecurity, and Digital Assets. The Portfolio Manager II is responsible for credit and risk ... administration of an assigned portfolio of accounts in our Corporate Banking Team. Primary...+ Regular client interaction to support and complement Relationship Manager both for new credit and ongoing servicing and… more
    Citizens (06/04/25)
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  • Senior Portfolio Manager

    CIBC (New York, NY)
    …to achieve credit actions (eg renewals, waivers, modifications, annual reviews) for assigned portfolio . + Function as a resource for GPM Team Lead and/or RGPM in ... preparation for any portfolio review related meetings and actively communicate knowledge of...financial plan. Use your knowledge of cash management, credit, investment , and wealth protection to help clients meet their… more
    CIBC (07/09/25)
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  • Senior Treasury Portfolio

    M&T Bank (New York, NY)
    …trade executions and portfolio strategy to the Director of Treasury Portfolio Management, senior management, and risk committees **Education and Experience ... Treasury that directs strategic management and trading for the bank's Derivatives Portfolio and MSR Hedging. This position will be responsible for leading the… more
    M&T Bank (04/24/25)
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  • Institutional Investment Solutions, Analyst

    JPMorgan Chase (New York, NY)
    …clients: + Understand client's investment plan, goals and objectives and work with Senior Portfolio Manager to develop investment plans and custom ... development and regional expansion by: + Supporting new business opportunities with Senior Portfolio Managers and other Integrated Team Members + Partnering… more
    JPMorgan Chase (06/29/25)
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  • Bilingual Credit Risk Analyst, Japanese Corporate…

    MUFG (New York, NY)
    …risk ratings based on internal procedures / policies and guidelines with support from senior portfolio manager . + Responsible for active credit management of ... complicated in types of business or deal structures than those assigned to senior portfolio manager . **Major responsibilities** **:** Active Portfolio more
    MUFG (06/08/25)
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  • Senior Investment Officer…

    City of New York (New York, NY)
    …of plan beneficiaries and the City of New York. The Senior Investment Officer will be responsible for developing Portfolio Construction methodologies and ... and review the implications of potential investment decisions; - Investigate portfolio strategies and new investments . Communicate and present risk analysis… more
    City of New York (05/14/25)
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  • Director, Alternative Investments

    Lincoln Financial (New York, NY)
    …managers and investments including: meetings and conference calls with senior personnel; review and analysis of fund/ investment documents and information, ... a Glance** We are excited to bring on a Senior Analyst / Director in Alternative Investments ....accounting concepts, financial statement analysis, etc.) *Working knowledge of investment manager operations and best practices across… more
    Lincoln Financial (06/19/25)
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