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(ASSOCIATE) PORTFOLIO OFFICER - INVESTMENT

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CompanyInternational Finance Corporation
AddressWashington, United States
CategoryInformation Technology
Job typeFull-time
Date Posted 2 months ago See detail

(Associate) Portfolio Officer - Investment

International Finance Corporation

Washington, United States

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Alpha Portfolio Services – Associate 2

State Street

Sylvania, PA

Not disclosed

Oversee the day-to-day responsibilities of the team by developing a strong risk management and controlled environment.. Eliminate risk incidents and inadvertent data disclosures.. Confirm the completion of the review and verific...

Associate Wealth Advisor - Frontier Investment Mgmt

Hightower Advisors

San Ramon, CA

$65,000 - $85,000 a year

Onboard new clients. Help with preparation for and follow-up from client reviews. Respond to client service requests. Prepare investment proposals. Support multiple roles across the firm advisory, financial planning, operations,...

Wealth at Work - Investment Associate

York State Department Of Labor

New York, NY

The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by...

Investment Banking Associate, Real Estate

Royal Bank Of Canada

New York, NY

* Bachelor's degree and MBA, MA or MS or equivalent with emphasis in finance/accounting* Minimum of one year of Investment Banking experience and previous experience in the Real Estate space is highly desired* Solid understanding...

Investment Banking Associate - Real Estate

Royal Bank Of Canada

New York, NY

Applies experience and seasoned knowledge, skills, and practices to perform a variety of assignments.What is the Opportunity?The role will support the Real EstateInvestment Banking team at RBC Capital Markets.What will you do? Th...

Investment Funds, Registered Funds/BDC Associate

An American Law Firm

Washington, DC

Ideal candidates will have three to six years of experience working as an associate in a recognized Investment Funds practice of a global law firm. Experience in governance-related compliance and regulatory matters in relation to...

Investment Fund Group Associate

An American Law Firm

Salt Lake City, UT

Description: Similar Jobs Mid-to-Senior Level Litigation Associate Michael Best & Friedrich, LLP Salt Lake City, UT Full Time Corporate Attorney - Capital Markets & Securities Holland & Hart, LLP Salt Lake City, UT Full Time Mid-L...

Investment Funds, Regulatory Associate

An American Law Firm

Washington, DC

Requires one to five years of experience working as an Associate in the Investment Management practice group of a global law firm. Experience researching and preparing memoranda regarding the regulation and operation of private in...

Tax Oriented Investments - Affordable Housing - Associate

Jpmorgan Chase & Co.

Illinois, United States

DAH primarily invests through syndicators as a sole limited partner in Single Investor Funds (SIF) that qualify for IRS Code Section 42 low-income housing tax credits (LIHTC).The Compliance Analyst will be responsible for monitori...

Manager, Portfolio - Investment Selection (Grant Making)

Profit

Boston, MA

$92,110 - $105,412 a year

Serve as New Profits central point of contact for Build portfolio grant-making cycles. Drive work plan creation for, and project management of, each Build grant-making cycle, in collaboration with teams across the organization in...

Associate, Portfolio Analytics

Ares Management

West Hartford, CT

$67.2K - $85.1K a year

Work with investment professionals to assist in portfolio monitoring Perform detailed analysis of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses Prepare support for...

Ventures Investment Portfolio Analyst

Capital One

New York, NY

Analyze and aggregate financial reporting of portfolio companies. Own annual portfolio financial reporting and monitoring efforts for Capital One Ventures and its investment committee. Maintain COV's internal ledger and own proces...

Investment Associate

Royal Bank Of Canada

El Segundo, CA

$67.1K - $85K a year

Gather client suitability information, open new accounts, and assist with asset gathering. Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested. Process in...

Alpha Portfolio Services, Senior Associate

State Street

Sylvania, PA

Not disclosed

Oversee the day to day responsibilities of the team by developing a strong risk management and controlled environment. Eliminate risk incidents and inadvertent data disclosures. Take a lead role in any internal or external audits....

Alpha Portfolio Services, Senior Associate

State Street

Quincy, MA

Not disclosed

Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting. 1-3 plus years related industry experience including operational experience. Working knowledge of Domesti...

Investment Banking Associate - Services & Industrials

Piper Sandler

Minneapolis, MN

$115K - $146K a year

1 2 years of Investment Banking experience at the associate level or other relevant work experience. Prior work experience involving financial analysis or transaction execution. Excellent written and verbal communication skills,...

Portfolio Management Associate

Harbor Financial Group

Charleston, SC

$56.3K - $71.3K a year

Develop workflows and processes for managing client accounts. Utilize trading software to execute buys and sells of investments. Analyze and create proposals aligned with current best-thinking. Detail oriented with an emphasis on...

Head of Market Risk & Investment Portfolio Credit Risk

Northern Trust

Chicago, IL

Unspecified

Oversight of Treasury Investment Portfolio Credit Risk. Serve as the primary conduit between Credit Risk and Treasury ensuring that appropriate risk management practices are followed in managing the Investment Portfolio.. Primary...

Senior Investment Associate

Mozaic Llc

Beverly Hills, CA

Mozaic manages investments across a wide range of asset classes including fixed income, equities, hedge funds, real estate, and venture capital. Must be curious and eager to learn new things and have done more during college than...

Investment Banking Associate II: Capital Structure Advisory (NYC)

Raymond James Financial, Inc.

New York, NY

**Description****Job Summary**Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to have a positive impact on the Strategic Business Unit (SBU) and...

Capital Markets Associate-Portfolio Management

Pnc Financial Services Group

Pittsburgh, PA

$73.1K - $92.6K a year

Escalate issues accordingly and manage credit risk and compliance documentation.May engage in frequent verbal and written communication with internal and external parties, which may include Commercial Lending Operations, Finance,...

Investment Banking Associate | Oil & Gas

Houlihan Lokey

Houston, TX

$118K - $149K a year

Building relationships and maintaining direct contact with current and prospective clients Participating in end-to-end transaction execution including: Preparing client marketing presentations Analyzing historical and projected fi...

Investment Associate

Northern Trust

Scottsdale, AZ

Receive investment oriented project requests from clients and partners; oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up-to-date.3. Continue to d...

Impact Investment Associate

Pursuit

New York, NY

Fundraising Strategy: Work with senior leadership, investors, and other stakeholders to provide operational value-add and strategic input to investment structures and situations. Fundraising Initiatives and Goals: Execute and driv...

Registered Investment Associate II (Anaheim)

Wescom Credit Union

California, United States

$28.13 - $40.82 an hour

Please use Firefox or Chrome internet browser to complete this applicationCurrent Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.We value and rely on the unique talents an...

Wealth and Investment Portfolio Manager Sr.

Huntington Bank

Pittsburgh, PA

$78.5K - $99.4K a year

Works closely with the client to monitor investment performance and recommend a strategy.Responsible for ongoing client service and joint sales calls with business development staff.Must keep current on related market trends.May h...

Investment Associate

Finemark National Bank

Naples, FL

$74.5K - $94.4K a year

Accurately prepares investment proposals and client performance reviews, as requested by Private Wealth Advisors Closely works with back office to reconcile performance, process capital calls, and resolve trade settlement issues P...

Investment Associate

Northwestern Mutual

Raleigh, NC

Handling case notes, processing correspondence, maintaining client case files, and filing new statements, account forms and other insurance and investment related materials. Responding to home office account inquiries. Monitoring...

Investment Associate

Coastal Enterprises

Brunswick, ME

$90,000 - $100,000 a year

Analyze, evaluate, and work with staff to negotiate and develop investments for Coastal Venture's current funds with a focus on the social return on investment. Provide fundraising and general investment consultation, advisory, an...