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
- ...Points Contribute to a dynamic investment platform optimizing financing structures. Gain exposure to diverse asset classes and... ...hybrid work environment.Job DescriptionPortfolio Finance Associate OverviewThe Portfolio Finance Associate will support financing, liquidity, and...SuggestedRemote work
- ...Hedge FundSelling Points Drive impactful finance strategies in a dynamic investment... ...environment. Collaborate with experts to optimize portfolio performance and trading processes.... ....Job DescriptionPortfolio Finance Trade Associate OverviewAs a Portfolio Finance Trade Associate...Suggested
- AlpInvest Partners in New York City seeks a 2-Year Associate for its Secondaries & Portfolio Finance Investments team. You will model complex investments, evaluate NAV loans, and support transaction structuring for private equity portfolios. The role offers exposure to...Suggested
- Private Equity Firm in New York seeks a finance professional with strong analytical capabilities for a role in Strategic Finance. You... ...forecasts for multiple funds, build valuation models, and analyze portfolio performance to guide investment decisions. Ideal candidates...Suggested
- AlpInvest Partners in New York seeks an Associate to join the Secondaries & Portfolio Finance Investments team. The role focuses on financial analysis, modeling, due diligence, and deal structuring across private equity transactions, including NAV loans and GP/LP financing...Suggested
$155k - $175k
ING Financial Services LLC is seeking an Associate in Leveraged & Structured Corporate Finance to manage a multi-billion dollar finance portfolio in New York. The role involves supporting senior bankers and performing ongoing portfolio management, as well as identifying...- ING is seeking an Associate in Portfolio Management for the Lending | Project Finance portfolio in New York. The role focuses on credit monitoring, analytics and internal reporting to support ongoing portfolio management and underwriting activity. You will assist in quarterly...
- ING is seeking an Associate in Portfolio Management in New York to manage the ongoing loan portfolio with a focus on credit monitoring, analytics, and internal reporting. The role sits within the Lending | Portfolio Management group and supports quarterly reviews, amendments...
- ...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
$130k - $175k
Lending | Leveraged & Structured Corporate Finance Portfolio Management| Associate| New YorkAbout ING:In Americas, ING’s Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional...Full timeWork at officeWork from home- A leading global project finance bank is seeking to hire for the Project Finance Agency role. This position involves managing a portfolio, overseeing loan documentation, and ensuring compliance with provisions. Candidates should have relevant experience in Agency Services...Full time
$70k - $95.8k
...appropriate level of flexibility based on role‑specific responsibilities and business needs. Job Description: The Business Banking Credit Portfolio Officer role is responsible for supporting credit underwriting and monitoring for new and existing clients. Key responsibilities...Work at officeFlexible hoursShift workDay shift$181.73k - $213.8k
...you excel at—all from Day One.Job DescriptionCorporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight to... ...of Portfolio Managers and a Credit Analyst for the Asset Based Finance (ABF) team. This leader is responsible for a large portfolio of...Full timeLocal area3 days per week$150k
The Associate will join the Secondaries & Portfolio Finance Investments team within AlpInvest Partners, a leading private equity investor wholly owned by The Carlyle Group. This role offers the opportunity to contribute meaningfully to a high-performing team that specializes...$150k - $180k
...Floor - Wealth Solutions Job Description Investment Monitoring & Portfolio Oversight Cash Flow Modeling & Analytics Valuation & Reporting... .... Track KPIs and monitor performance across the asset‑based finance portfolio, assessing returns, risks, and concentrations on an ongoing...- InforCapital, partnership is looking for an Associate in New York, specializing in Credit Secondaries & Portfolio Finance. This role involves conducting financial due diligence, portfolio valuation, and preparing essential investment materials. The right candidate will...
- ...off packages. In this role, you’re expected to: Give advice on portfolio issues and meet clients on a regular basis. Recommend tailor-made... ...have the following skills and exposure: University graduate in Finance or related discipline, preferably a CFA holder Five years of...Full time
$175k - $225k
New York, United States (Hybrid) Job Description We are seeking a Portfolio & Wealth Advisor to support the team’s relationship management efforts, investment coordination, and financial planning, among other responsibilities. In this role, you would be client‑facing,...Work experience placementShift work$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...$109.12k - $163.68k
...internal stakeholders to provide customized solution to optimize their portfolios from revenue, risk and funding perspective. The role requires candidates to have strong background in risk, finance and knowledge of derivatives products, as well as the ability to articulate...Full timeWork experience placementWork at officeWorldwide- ...seeking an FP&A Revenue Analyst to join the Financial Planning and Analysis team. You will manage, track, and report revenue across a portfolio of fashion, lifestyle, and entertainment brands. The role focuses on forecasting, budgeting, and reporting, with strong emphasis...
$125k - $225k
Join to apply for the Quantitative Trader/ Portfolio Manager - Futures & FX role at GTS Join to apply for the Quantitative Trader/ Portfolio... ...type Employment type Full-time Job function Job function Finance and Sales Industries Capital Markets Referrals increase your chances...Full timeCasual workWork at office- A multi-billion-dollar AUM energy trading fund is seeking a Senior Portfolio Manager to handle meaningful risks, up to $10 million VaR, while enjoying the freedom to run proprietary strategies without micromanagement. Successful candidates will have a proven ability to...
$200k - $250k
...build a fulfilling career.Brown Brothers Harriman (BBH) is currently recruiting an experienced professional to join as Head of Client Portfolio Management & Strategy, which is part of the Investment Research Group (IRG). IRG is broadly responsible for asset allocation,...Full timeWork at officeLocal area- ...renewable energy platform is seeking a talented and driven Project Finance Associate to support the financial strategy and execution of its solar... ...and maintaining detailed financial models across the active portfolio, while also supporting buy- and sell-side M&A diligence and...Permanent employment
- ...A Leading US Law Firm is seeking a mid-level Leveraged Finance associate with four to five years of experience to join their fast-growing... ...Practice. The team represents private equity sponsors, their portfolio companies, corporate issuers and borrowers, lenders and other...Permanent employment
$150k - $200k
...build it.The Role:We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategiesJob... ...)Develop systematic strategies that use statistical signals associated with various market inefficiencies applied to a broad variety...Casual workFlexible hours$145k - $165k
We are currently seeking a Portfolio Manager to support our Commercial Banking Group. As a Portfolio Manager, you will be a senior member... ...Education Level: Bachelor’s Degree, preferably in accounting/finance or Equivalent experience in related fields.Minimum 7 years of experience...Full timeLocal areaFlexible hours$148.5k - $174.7k
...DescriptionThe Power & Utilities Division at U.S. Bank is seeking a Portfolio Manager to lead credit oversight and portfolio management for a... ...partnership with Relationship Management, Product, and Impact Finance teams across a diverse set of corporate, highly structured and...Full timeContract workLocal area$200k - $250k
...| Washington, D.CJob DescriptionBrown Advisory’s New York Office is seeking a proactive and professional individual to serve as a Portfolio Manager as part of our Investment Solutions Team. This individual will report directly to our Chief Investment Officer for our Private...Full timeTemporary workH1bWork at officeWorldwide
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