investment portfolio manager jobs in Valhalla, NY

Summary Responsible for independently managing a portfolio of Project Finance transactions across oil & gas, renewable energy, infrastructure, power, and mining sectors. This role involves conducting comprehensive credit analysis, reviewing contracts, cash flow models, borrower requests, and budgets to provide recommendations on internal ratings and borrower approvals. Additional...

Location: White Plains, NY (Full‑Time, In‑Office) Team: Investment & Client Service | Experience Level: 3‑7 years Salary Range: $80,000 - $130,000 annually, based on experience Portfolio Strategy Group (PSG) is a premier, $2+ billion Registered Investment Advisor (RIA) with over 35 years of experience serving high‑ and ultra‑high‑net‑worth individuals and families. We deliver customized,...

Ampcus Inc. is a certified global provider of a broad range of Technology and Business consulting services. We are in search of a highly motivated candidate to join our talented Team.Job Title: Enterprise Portfolio ManagerLocation(s): White Plains, NYProject OverviewThe Enterprise Portfolio Manager is responsible for identifying, prioritizing, and coordinating project and program resources...

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first—doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration,...

Location: 127 Public Square, Cleveland Ohio *** COMMERCIAL PM TEAM IS GROWING*** Job Summary The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk...

About the Role iCapital’s rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President or Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development...

About the Role iCapital is seeking an Associate to join the Portfolio Management team. The investment professional will play an integral role in supporting the growth of both our evergreen registered fund business and our Direct Private Investment program.Responsibilities Help prepare investment memos and other relevant analyses to assist in the closing of transactions.Monitor the performance of...

Controller - Leading Alternative Investment Manager (Up to $500k TC)We’re working with a high-quality alternative investment manager to appoint a Controller into a senior finance leadership role based in Greenwich.This is a broad, hands‑on position with real authority: you’ll own the core financial engine, lead a capable team, and sit close to decision-makers. The firm is established,...

Tax Manager, Investment Funds/Family OfficeBase pay range: $140,000.00/yr - $165,000.00/yrFirm: Family Office / Investment FirmResponsibilities:Conducts high level review of tax returns of high-net-worth individuals, closely held, and operating and investment partnerships.Ensures that clients comply with all applicable authorities, while at the same time minimize their tax and reporting...

The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the...

Company Details "Our Company provides a state of predictability which allows brokers and agents to act with confidence." Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States. Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500...

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to:...

A global investment management firm in Greenwich, CT, is seeking a versatile developer for its portfolio analytics team. Responsibilities include developing Java services on AWS and collaborating with portfolio managers on data analysis for investment decisions. Ideal candidates will have 6-8+ years of industry experience in software engineering, proficiency in Java and Spring Boot, and...

SUMMARY - Responsible for active and dynamic portfolio management and monitoring of the Banking Americas lending portfolio with a focus on optimizing profitability and capital usage. PRINCIPAL DUTIES AND RESPONSIBILITIES - Assist in managing the overall Banking Americas portfolio. - Manage the Business Selection Committee (BSC) pipeline for capital allocation proposals to ensure that all...

Location: 660 White Plains Road - Tarrytown, New York 10591 JOB BRIEF Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position...

A leading commercial bank in White Plains is seeking an Associate for Portfolio Management. This role involves underwriting loans, managing portfolios, and providing financial analysis. Ideal candidates have a Bachelor's degree and 2-4 years of banking experience, alongside strong analytical and communication skills. The position offers a hybrid work option and has a salary range of $80,000 to...

A leading investment advisory firm in White Plains, NY is seeking an Associate Portfolio Manager to join its investment team. The role provides an excellent opportunity for growth within a high-performance culture, focusing on monitoring client portfolios and collaboration with senior management. Ideal candidates must have a Bachelor's degree and 3-7 years of relevant experience, showcasing...

Job Overview – Compliance Associate (Investment Management): Compensation: $90,000 – $110,000/year + bonus Location: Greenwich, CT Schedule: Monday to Friday (Hybrid)Atlantic Group is hiring a Compliance Associate (Investment Management) in Greenwich, CT for our client. This hybrid role supports firm‑wide compliance across multiple investment vehicles, ensuring adherence to the Advisers Act and...

U.S. Investment & Corporate Banking Portfolio Management is directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. Staff are expected to assist in understanding the implications, identifying key...

A leading financial institution located in Greenwich, Connecticut, is seeking an experienced individual for portfolio management within Banking Americas. The successful candidate will manage and monitor the lending portfolio, optimize profitability, and provide strategic advisory. Candidates must have a strong understanding of banking products and a quantitative background, alongside excellent...