- MSCI (New York, NY)
- …efficiency and accuracy of portfolio reporting processes Synthesize data and credit matters and develop research content for presentations and publications ... related business units to help support, enhance, and adjust credit portfolio assessment approach based on client...on private borrowers. Assess developments in the private credit portfolios with respect to systematic… more
- Morgan Stanley (San Francisco, CA)
- …proprietary software Leads research meetings Identifies swap opportunities Conducts credit research and develops valuation models Client Support: Supports ... sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor Critically examines current holdings to evaluate if portfolio action… more
- Apollo (New York, NY)
- …conditions. Perform due diligence and comparative analysis of alternative investment strategies, including private equity, private credit , private real ... implementation, and ongoing management of model portfolios which integrate private /semi-liquid investment products into diversified asset allocation strategies. Prepare… more
- Apollo (El Segundo, CA)
- …Overview We are seeking an experienced and dynamic Head of Investment Grade (IG) Credit Research to lead our global team of onshore and offshore analysts. ... firm's investment objectives. In addition to leading the IG Credit Research function, this individual will play...IG Credit across the firm, engaging with Private Equity, Private Credit (including… more
- JPMorgan Chase & Co. (Jersey City, NJ)
- …controllers and Credit Officers to determine variance drivers such as portfolio changes, policy updates and capital treatment. The candidate will manage the ... small business and commercial banking, financial transaction processing, asset management and private equity. Across Latin America, JP Morgan is a leading financial… more
- Corebridge Financial (Houston, TX)
- …bring their whole selves to work Who You'll Work With Corebridge Financial Private Credit Group ("PCG") invests across several asset classes, including Corporate ... taken. Responsibilities Make new investment recommendations and manage the Structured Credit portfolio , including reviewing periodic financial and compliance… more
- Goldman Sachs, Inc. (New York, NY)
- …behalf of our clients. Investment ideas are created through collaboration between portfolio managers, research analysts, and traders. GSAM's Municipal Fixed ... trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance...Income team is looking for a junior Portfolio Manager/Trader at the analyst level in New York.… more
- Soul Equity Solutions (Philadelphia, PA)
- …Experience & Qualifications Minimum of 4 years of experience in investment banking, private equity or credit /lending, with lower middle-market experience a plus. ... and other approval materials for the Investment Committee Industry research - Conduct research on market size,...Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies… more
- Baltimore County, MD (Towson, MD)
- …financial and technical components and compliance matters to support the private sector in producing affordable, workforce, accessible, and market rate housing ... of County owned land, New Markets Tax credits, etc. Manage a portfolio of projects from initial proposals to predevelopment through construction, completion and… more
- US Bank (Phoenix, AZ)
- …and insurance Deliver economic and market views, investment strategy, manager/fund/security research , and due diligence Portfolio construction resulting in ... securities industry, including investment and insurance products and services Knowledge of private banking products and services, including credit processes and… more
- Regions Financial Corporation (Birmingham, AL)
- …areas of the bank to lead the analysis of credit opportunities, underwriting of credit exposure, and management of a portfolio of loans and other credit ... payments, or other priorities as requested Serves as the primary contact with Credit Risk Conducts ongoing portfolio monitoring and servicing Develops a strong… more
- Aurora University (Aurora, IL)
- …the following courses: Corporate Finance Financial Markets and Institutions Financial Research and Insights Investments and Portfolio Management Personal Finance ... it provides to a diverse student body. As a private university with a public mission and a commitment...anticipated pay rate for this position is $1,000 per credit hour. This compensation is subject to change at… more
- US Bank (Green Bay, WI)
- …appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in ... Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and… more
- Regions Bank (Charlotte, NC)
- …logging into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for ... risks + Monitors and manages the credit exposure within Regions' Private Wealth portfolio and identifies opportunities for exposure reduction or new … more
- Regions Bank (Hoover, AL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for ... risks + Monitors and manages the credit exposure within Regions' Private Wealth portfolio and identifies opportunities for exposure reduction or new … more
- Wellington (Boston, MA)
- …refining, and documenting processes, procedures, guidelines, and controls that will govern all portfolio activity across private credit and real estate ... fresh ideas, and specialized subject-matter expertise. **OVERVIEW** The Senior Analyst, Private Credit Operations will be responsible for executing and… more
- Wellington (Boston, MA)
- …work prepared by our third-party administrator, including: + Complex private portfolio company and/or private credit transactions + Waterfall and ... 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought...financial reporting. The team supports multiple vintages of Wellington's private equity, private credit , and… more
- PNC (Cleveland, OH)
- …the successful completion of a review engagement, including managing Reviewers, performing credit portfolio analysis, summarizing the results stemming from the ... will join a highly skilled team providing independent assessments of PNC's Retail & Private Bank credit exposures. You may have responsibility of being a… more
- Bloomberg (New York, NY)
- …and Private Asset Based Finance + A sound understanding of Credit Research in relation to both public and private credit markets: borrower financial ... Private Credit Market Specialist - Financial...portfolio management, risk assessment and/or valuation processes of private assets would be beneficial + Practical experience using… more
- Arena Investors LP (New York, NY)
- …of capital are scarce. We are seeking a talented individual to join our Corporate Private Credit team which covers direct and indirect private credit ... and uncorrelated returns by investing in a highly diversified portfolio across the entire credit spectrum in... Private Placements. Working closely with the Corporate Private Credit team in New York, the… more
