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4-6 years balance sheet, investment portfolio management and interest rate risk hedging experience for financial institutions. Chartered Financial Analyst (CFA) designation.
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Client Life Cycle EventsResponsible for coordinating with the Client Service team when onboarding new accounts to include facilitating setup of BP systems, client custodian, ISDA, option counterpartyEstablish client global market, option, and FX accounts as neededManage communication and reconciliation of client cash flows between Client Service, Trading Desk, Portfolio Management and Northern TrustWork with clients and Relationship Management to generate standard reports and ad hoc requests.
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Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA); Acts as a project manager on client integrations and new hedge fund launches, and reviews initial set-up of funds on all accounting and client management systems such as Advent Geneva.
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This position supports a fast-paced, evolving IT portfolio as an IT project manager for at least one of the client’s electronic discovery systems, and as lead for the IT project management office (PMO.
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The Analyst will work cross functionally, focusing on acquisition underwriting and due diligence, asset management and lease analysis, fund and portfolio management, market research, and investor reporting.
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Under the direction of the Project Finance Manager and alongside the home office project team, the Project Finance Analyst 3 supports the management of the financial and contractual elements of United State Agency for International Development (USAID)-funded projects in collaboration with other departments/functional support areas including Accounting, Contracts and Procurement, Human Resources, and corporate/division finance.
$80,000 - $110,000 a year (equity)Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred.
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Forward the completed Budgets and Budget Justifications to the Chief Financial Manager and OCG proposal analyst for approvals and checks. Initiate the Proposal Submission Request (PSR) process in InfoEd and submit progress reports and final reports coordinating necessary information with project PIs, subrecipients, and the Chief Financial Manager.
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Under the direction of the Chief Information Officer (CIO), as the PMO Manager, you will manage an extensive portfolio of IT projects, including application modernization, cloud migration, capital project and construction management, financial management, enterprise assets management, regulation support, data management, collaboration improvements, and service management.
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Minimum of 3-5 years of experience in IT support, project management, or a related role. Project Management Professional (PMP) certification. The Community Choice Financial® Family of Brands is currently seeking a Senior IT Business Analyst.
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Understanding of credit risk management, portfolio theory, principles, and measurement concepts including Value-at-Risk, Cash Flow-at-Risk, and Back Testing analysis. Familiarity with an Energy Trade Risk Management (ETRM) system such as Allegro.
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BD Project Finance Analyst / Associate - Is accountable for optimizing the company's financial analytic processes and helping mitigate risk to the company's portfolio by constantly reviewing industry macroeconomic trends (interests rates.
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Billing and Invoicing, Front Office, Financial and Contract Accounting (FICA), Retail Access, and Device Management. In collaboration with senior management and stakeholders; designs and develops accurate data analyses regarding production issues, project supporting details, regulatory proceedings, and internal/external audits.
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The Prospect Management Specialist works in the Office of Advancement for the Smithsonian Institution and serves as a partner to gift officers by performing portfolio reviews that build and sustain portfolio health and strategic prospect movement, used for achieving fundraising goals, and effective use of pipeline and portfolio management best practices.
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The Project Manager: Energy Modeling Analyst will be responsible for managing projects for our diverse and prominent client base. Demonstrated experience in project management and organizational skills, with the ability to prioritize numerous tasks effectively.
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project management analyst portfolio financial jobs Company: Brookfield Renewable
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