Portfolio Finance Associate
$90k - $120kNextera Search
This range is provided by Nextera Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $90,000.00/yr - $120,000.00/yr Our client in the Real Estate industry, is seeking an experienced professional to join their team as a Portfolio Finance Associate. This role will follow a hybrid schedule. Responsibilities: Analyze financial statements and tax returns to complete financial models for assigned properties within the portfolio Review fixed assets to ensure accurate calculation of depreciation and amortization Maintain and update investor benefit schedules utilizing internal general ledger data and construction or lease-up schedules from asset management Perform financial analysis and ongoing evaluations to monitor investor performance, delivering clear and timely insights to stakeholders Identify underperforming or high-risk properties and escalate issues for resolution Interpret and apply the terms of partnership agreements and other legal documents related to transactions Qualifications: Bachelor’s degree in Accounting, Finance, Economics, or a related field required 1–3 years of experience in tax, accounting, or financial analysis; prior exposure to real estate or investment-related industries is a plus Strong analytical skills with the ability to interpret financial statements, tax returns, and partnership agreements Experience with financial modeling, general ledger systems, and fixed asset accounting, including depreciation and amortization Proficiency in Microsoft Excel; familiarity with accounting and financial reporting software is a plus Ability to synthesize complex financial data and communicate findings clearly and accurately Detail-oriented with strong organizational and problem-solving skills Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Accounting/Auditing Referrals increase your chances of interviewing at Nextera Search by 2x Sign in to set job alerts for “Finance Associate” roles. New York City Metropolitan Area $105,000.00-$140,000.00 4 days ago Investment Banking Analyst/Associate | FIG (Specialty Finance) New York, NY $150,000.00-$200,000.00 1 week ago New York, NY $120,000.00-$125,000.00 2 days ago New York, NY $120,000.00-$135,000.00 4 days ago New York, NY $80,000.00-$90,000.00 6 days ago New York, NY $105,000.00-$140,000.00 3 days ago New York, NY $75,000.00-$105,000.00 1 week ago New York City Metropolitan Area $25.00-$40.00 4 days ago Senior Associate, Accounts Receivable/Accounts Payable New York, NY $75,000.00-$90,000.00 5 months ago Audit (Business and Finance) | Associate | New York New York, NY $120,000.00-$160,000.00 2 weeks ago New York City Metropolitan Area $70,000.00-$90,000.00 3 weeks ago Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Finance Associate New York, NY $65,000.00-$85,000.00 3 weeks ago Investment Banking Analyst or Associate- Equity Capital Markets, Syndicate New York, NY $110,000.00-$225,000.00 1 week ago New York City Metropolitan Area $30.00-$35.00 1 week ago New York, NY $116,000.00-$135,000.00 2 weeks ago New York, NY $160,000.00-$180,000.00 1 week ago New York City Metropolitan Area 1 week ago New York, NY $105,000.00-$115,000.00 4 days ago Associate/Senior Associate, Investment (Private Equity Fund Investments) New York, NY $120,000.00-$175,000.00 6 days ago New York, NY $55,000.00-$60,000.00 2 months ago Asset & Wealth Management, AM Private, Structured Investing, Analyst, New York Paramus, NJ $85,000.00-$100,000.00 3 weeks ago New York, NY $50,000.00-$60,000.00 1 week ago New York, NY $75,000.00-$85,000.00 2 weeks ago New York City Metropolitan Area $24.00-$26.00 2 weeks ago Uniondale, NY $75,000.00-$90,000.00 2 weeks ago Investment Banking - Financial Institutions Group - Associate New York, NY $275,000.00-$285,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Nextera Search
$125k - $150k
Marathon Asset Management is seeking a Finance Associate to join their Aviation Structured Finance team in New York. This role focuses on managing the aviation investment portfolio by monitoring and reporting on investments. Candidates should have an undergraduate degree...Suggested$100k - $170k
Goldman Sachs Group, Inc. is hiring an Associate for their Credit Secondaries & Portfolio Finance team in New York. This role involves conducting due diligence, driving portfolio valuations, and collaborating with external parties on various transactions. A minimum of...Suggested- A global financial services provider in New York is seeking a Portfolio Management Associate to manage a Project Finance loan portfolio. The role involves responsibilities such as credit monitoring, analytics, and compliance with financial covenants. Applicants should...Suggested
$105k - $140k
A leading credit rating agency in New York is seeking an Associate/Associate Director to join their Corporate Portfolio Finance team. The ideal candidate will have a Bachelor's degree and 2-4 years of experience in corporate credit analysis or structured finance. This...Suggested$140k - $175k
Overview We are seeking a highly qualified Portfolio Finance Associate to join the Global Treasury team. The role will be based in New York. The team is responsible for the funding, collateral management, securities lending, financing & clearing counterparty management,...Suggested- ...partnered with a leading global project finance bank that has a strong track record of financing... .... The bank is seeking to hire for Associate and VP positions within its newly... ...team, which operates under Project Finance Portfolio Management. The Project Finance Portfolio...Full timeWork at office
$105k - $140k
Position Title: Corporate Portfolio Finance - Associate / Associate Director (NY) Entity: Kroll Bond Rating Agency, LLC Employment Type: Full-time Location: New York, NY Summary/Overview KBRA (Kroll Bond Rating Agency, LLC) is seeking an Associate/Associate Director to...Full timeTemporary workWork experience placementWork at officeLocal area- ...the ability to build client relationships. Responsibilities include providing financial planning strategies and maintaining client portfolios. A bachelor's degree is preferred, along with FINRA Series 7 & 66 registrations. This role offers a competitive compensation...
$150k - $180k
...exposure to diverse businesses.Job DescriptionInvestment Monitoring & Portfolio OversightPartner with deal teams to transition investments post... ...KPIsTrack KPIs and monitor performance across the asset-based finance portfolio, assessing returns, risks, and concentrations on an...Temporary workLocal area- Embark on a rewarding and challenging career as a Business Portfolio Manager within the Business Banking Deposits and Cash Management General Management team. You'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and...
$250k - $300k
Vaco by Highspring in New York is seeking a seasoned Senior Financial Advisor to manage high-net-worth and institutional portfolios. The ideal candidate will provide strategic advisory services, develop bespoke investment strategies, and manage key client relationships...$250k - $300k
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client relationships and delivering bespoke investment strategies. Candidates should have over 12 years of experience in wealth...$86.25k
...Difference You Make: The Corporate & Investment Banking Associate, Underwriting & Portfolio Management, underwrites and manages a portfolio of FIG... .... ~ Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field....Hourly payFull timeContract workWork experience placementWork at officeShift workSantander Holdings USA Inc
New York, NY3 days ago- A leading financial institution is seeking a Project Finance Vice President in New York. The role involves overseeing existing credit portfolios and conducting credit analysis for project finance transactions. The ideal candidate should have a strong background in credit...
$125k - $225k
Overview Quantitative Trader / Portfolio Manager will be responsible in designing, developing and managing profitable systematic trading strategies in Futures and Foreign Exchange (FX). The candidate is expected to perform its own trading strategy design and research. As...Casual workWork at office$86.25k - $135k
A leading global financial services firm in New York is seeking an experienced Corporate Banking FIG Underwriter & Portfolio Manager Associate to manage complex banking loan relationships. Candidates should have over 5 years of financial analysis and underwriting experience...Full timeWork at office$120k - $210k
...Markets Business Risk Advisor, Financing and Portfolio Solutions, Vice President Markets Business Risk Advisor, Financing and Portfolio Solutions, Vice President Role Overview The Markets Business Risk Advisor, Financing and Portfolio Solutions, Vice...Temporary workFlexible hoursState Street Corporation
Jersey City, NJ3 days ago- U.S. Bank is looking for a Portfolio Manager in New York City to manage Corporate Banking credit relationships. This role requires expertise in underwriting credit exposure and expanding customer relationships. The ideal candidate will have a Bachelor's degree and 4-6 years...
- ...(note investments and warehousing facilities) and MML Senior Financing through maturity or refinancing in accordance with the Branch'... ...credit and structured investment & operation workflows, automates portfolio data analytics via VBA and SQL, and serves as the primary...Work at officeWork from homeFlexible hours2 days per week
Sumitomo Mitsui Trust Bank
New York, NY4 days ago - ...Job Title: Investment Strategy/Portfolio Analytics Associate Location: New York - Midtown Position Overview A prestigious quant investment... ...Minimum Qualifications ~ Bachelor’s Degree completed in Finance, Economics, Mathematics, Statistics, or other related...
WTECH
New York, NY1 day ago $160k - $185k
...Overview Job Overview – Remote Finance Associate (Fund Accounting): Compensation: $160,000 – $185,000/year + bonus. Schedule: Monday to Friday... ...reporting, including financial statements and partner K-1s. Portfolio Management: Maintain portfolio models and support AUM,...Remote workMonday to FridayAtlantic Group
New York, NY2 days ago$100k - $110k
...global investment management firm is seeking an Analyst to join its Portfolio Management group in New York. The role involves monitoring... ...and ensuring financial data accuracy. Candidates should have a finance or accounting background and strong financial statement analysis...Flexible hours$30 - $45 per hour
...temporary-to-permanent positions. Ideal candidates will have previous credit related work experience and will be able to support Portfolio and Relationship Managers effectively. Speaking Chinese is a plus. This role offers a competitive pay range of $30.00/hr - $45.00/...Permanent employmentTemporary workWork experience placement- Constellation Insurance is seeking a Private Credit, Portfolio Management Analyst in New York, NY. This entry-level role offers a chance... ...environment. Ideal candidates will have a Bachelor’s degree in finance or accounting and 0-2 years of related experience. Competitive...
$110k - $175k
A global financial institution is seeking an Analyst or Associate within Credit Portfolio Management. This role supports the management of private equity backed leveraged loans and contributes to credit monitoring and new business underwriting. Candidates should have a...- ...teams. This role involves analyzing private credit transactions, monitoring portfolio performance, and assisting with credit underwriting. The ideal candidate holds a Bachelor's degree in Finance or a related field, possesses strong analytical skills, and is proficient...
$100k - $140k
...We're seeking someone to join our Centralized Finance Change team as a Business Analyst to lead the delivery of complex Finance transformation... ...Operating Officer. This is a Director position within our Portfolio & Change Management Job Family which manages strategic change...Temporary workMorgan Stanley
New York, NY1 day ago$250k - $300k
Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary: $250,000-300,000 + We are representing a premier,... ...because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (...Work at officeLocal areaShift work$185k - $275k
...A blockchain-focused technology firm is seeking a Portfolio Manager to lead hedge-fund-style crypto trading strategies. This remote role requires a senior investment professional with proven experience managing crypto portfolios and a deep understanding of market dynamics...Remote workBird Software Solutions
New York, NY2 days ago- ...A technology-driven AI company is seeking a Fixed Income Portfolio Manager to enhance AI understanding of financial principles. This remote... ...reviewing AI outputs related to macro trends and corporate finance, and providing feedback to improve accuracy. A strong finance background...Hourly payFull timePart timeRemote workFlexible hours
DataAnnotation
New York, NY4 days ago
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