investment portfolio manager jobs in Valhalla, NY

SummaryResponsible 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 responsibilities...

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...

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...

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...

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...

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...

- Location: Greenwich, CT - Type: Perm (Contingency) - Job #46947 - Salary: $90,000 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...

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...

A leading investment firm in Norwalk, CT is seeking a key member for their private markets investment team. The role involves evaluating and sourcing investment opportunities, monitoring portfolio performance, and conducting financial analysis. The ideal candidate should have expertise in one or more major asset classes and a Bachelor's Degree. This position offers competitive compensation and...

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...

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...

A leading investment firm in Greenwich, Connecticut, is seeking a Portfolio Analytics Engineer at the VP level to develop actionable investment strategies. This hybrid role requires 2-3 days a week onsite and demands extensive experience in software engineering, particularly in Java and SQL. Candidates with a degree in IT or relevant fields and strong communication skills will thrive. The...

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...

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...

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,...

A leading investment management firm located in Greenwich, Connecticut is seeking a Portfolio Implementation Engineer. This role focuses on enhancing their proprietary portfolio implementation platform and requires expertise in Java and Python. The ideal candidate will have 6-8 years of experience, excellent coding skills, and a strong interest in financial mathematics. The position offers a...

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...

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,...

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...