VP, Portfolio Performance & Reporting
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Dalio Family Office seeks a VP, Portfolio Analytics & Reporting to define how the institution measures and communicates performance across public markets, private equity, real estate, and alternatives. You’ll build a world-class analytics function with visibility to the Board and senior leadership. This senior builder role combines investment methodology with executive presence, and requires regular in-office work to align with governance standards and cross-functional teams. #J-18808-Ljbffr Socket.dev
- Confidential Company in New York, NY is seeking a Vice President for Portfolio Analytics & Reporting to deliver portfolio performance reporting and analytics for internal investment teams and external investors. You’ll collaborate with Portfolio Managers, Investor Relations...Performance
$7.5k
VP, Portfolio Analytics & Reporting Dalio Family Office Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio... ...how the institution sees, measures, and communicates the performance of its entire investment portfolio - across public...PerformanceSummer workCasual workWork at office- Dalio Family Office seeks a VP, Portfolio Analytics & Reporting to define how the institution measures and communicates performance across public markets, private equity, venture capital, real estate and alternatives. This role will build a world-class reporting and analytics...PerformanceWork at office
$133k - $181k
...compensation, SMBC offers a competitive portfolio of benefits to its employees. Role... ...to lead the Credit Portfolio Risk Reporting and Oversight function. This role is responsible... ...that clearly articulate portfolio performance, risk trends, emerging risks, and strategic...PerformanceFull timeWork at officeLocal areaWork from homeWorldwide$221.9k - $390.3k
...for leading, coaching, and scaling a high-performing team of Customer Success Managers (CSMs) within our premium Life Sciences portfolio. Your team will engage strategically with... ...— with customers, peers, and direct reports alikeUnleash Your PotentialWhen you join...PerformanceFull time- ...seeks a Strategy and Planning Vice President for the Small and Mid-sized Business Payments team to shape product portfolio strategy and performance reporting for payments products serving SMB and Commercial clients. You will synthesize data, insights, and cross-...Performance
- ...leader to define how the organization measures and communicates portfolio performance across public and private markets. The role builds a world‑... .... Expect hands‑on governance, automation, and scalable reporting. Regular in‑office presence is required as the team...PerformanceWork at office
- ...seeking a Corporate and Private Credit Senior Portfolio Management professional. This individual will oversee portfolio level performance, credit quality, and risk management... .... Prepare internal memoranda, monitoring reports, and risk presentations for senior leadership...Performance
$150k - $185k
...Compliance Control Room, focusing on portfolio management of the department’... ...and accurately. Meetings & Reporting : Prepare summaries,... ...environment. General Job Posting The VP Compliance TDS oversees/leads... ...International Travel - Never Performing sedentary work - Continuous...PerformanceWork experience placementWork at officeLocal areaWork from homeFlexible hours$150k - $200k
American Operator is seeking a VP of Portfolio Performance to partner directly with the businesses in our portfolio. This role blends strategic... ...will work with the investment team and company leadership, report to the CEO, and travel regularly (50%+). Compensation ranges...Performance$200k - $300k
Portfolio Management and Analytics VP/Director Job Req Id: 26953735 Location(s): Houston, Texas, United States... ...and 4) create best ‑in‑class risk reports and fully map P&L to risk. We... ...associated hedging strategy Ensure trading performance is within agreed risk framework and...PerformanceFull timeFlexible hours$125k - $250k
...to provide strong long-term investment performance, outstanding service and a comprehensive... ...over the years the team seeks to add a portfolio management analyst based out of NY. This... ...portfolio management team and will directly report to the lead portfolio manager and...PerformanceWorldwide$150k - $200k
...American Operator is looking to add VP of Portfolio Performance to partner directly with the businesses in our portfolio. This role combines strategic... ...a trusted advisor and execution partner. This role will report to the CEO. RESPONSIBILITIES Serve as the primary...PerformanceFull timeWork experience placement- ...role:Wells Fargo is seeking a Lead CIB Portfolio Manager to join the Portfolio Management... ...management services and market products.Perform detailed credit reviews, financial statement... ...periodic screening and mandatory reporting of certain incidents.Specific compliance...PerformanceOngoing contractFull timeWork experience placementImmediate start
$115k - $205k
...culture.Position SummaryThe Institutional Portfolio & Risk Analytics team at Morgan Stanley... ...strategy and design of institutional reporting frameworks and will develop next-... ...require a deep understanding of risk, performance, and portfolio analytics. You will be expected...PerformanceTemporary workWork experience placementWork at officeWorldwide$155k - $200k
...This position sits at the intersection of portfolio management, trading, operations, and... ...client, advisor, and internal management reporting, including dashboards, KPI tracking,... ...all full-time employees, and an annual performance bonus. Employees also receive a comprehensive...PerformanceFull timeWork at officeRemote work$149k - $182k
...is seeking a Vice President to join the Portfolio Management Group (PMG) within the... ...reviews, ongoing risk assessment, and performance monitoring.Analyze borrower operating performance... ...Senior Management.Prepare portfolio reporting, management presentations, and ad hoc...PerformanceFull timeWork at officeLocal areaRemote work$185k - $200k
...Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets.BXMA’... ...and direct investmentsReview quarterly reports, valuations, capital activity, and GP communicationsIdentify emerging risks, performance issues, and follow‑on considerationsContribute...PerformanceFull timeTerm timeWork at officeLocal areaFlexible hours$96k - $181k
...managing all aspects of the NAFS portfolio of tribal clients, including... ...as a Participant lender.The VP, Portfolio Management is an... ...contributor responsible for performing financial analysis and preparing... ...providing monitoring, reporting and/or making recommendations...PerformanceFull timeWork experience placementBank staffWork at officeImmediate startWork from homeFlexible hoursNight shift$110k - $190k
Digital Assets Portfolio Enablement and Governance, Vice PresidentPurchase, NYFirm Overview... ...Management's Digital Assets portfolio. Reporting to the Executive Director, this role... ...delivery progress. · Analyze portfolio performance and identify opportunities to improve execution...PerformanceTemporary workWork at officeWorldwide$145k - $150k
...all New Yorkers. NYCEDC’s Portfolio Management department within... ...and South (MADE/MiNY). The VP will advance placemaking and... ...will have at least one direct report and manage several interdepartmental... ..., and long-term portfolio performance. Identify, cultivate,...PerformanceFull timeTemporary workSummer workLocal areaFlexible hours- ...New York, is seeking a Vice President, Assistant Portfolio Manager to oversee fund-level financial performance and portfolio strategy. This key leadership role includes... ...performance forecasting, and preparing investor reports. The ideal candidate will have expertise in fund...Performance
$115k - $180k
...(or Assistant Vice President), Treasury Reporting & Analytics to design, build and scale the... ..., leverage, liquidity management, portfolio analytics or related disciplinesExperience... ...abilities that are needed to successfully perform the functional or technical work of this...PerformanceFull timeTemporary workWork at office$130k - $160k
...Vice President, Investments & Portfolio Management RFA seeks qualified Vice Presidents for our Investments & Portfolio Management... ...; Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring...PerformanceWork experience placementInternshipWork at officeRemote work3 days per week- ...seeking to hire for Associate and VP positions within its newly... ...under Project Finance Portfolio Management. The Project Finance... ...making, and ongoing portfolio performance. Position Overview: The Project... ...updates. Distribute required reports and information to participants...PerformanceFull timeWork at office
$180k - $275k
...Associate/Vice President to join the Credit Portfolio Solutions team in an investment role... ...considerations, and analyze their performance under varying scenarios and economic outcomes... ..., risk monitoring, and client reporting. Conduct performance attribution and...PerformanceTemporary workLocal area- # VP, Asset Management, Multifamily Direct Equity - Portfolio ManagerHarbor Group Management CompanyVPReal EstateFull-timeLocationNew... ...assets, including leasing reports, traffic reports, construction... ...to evaluate portfolio performance and drive operational improvements...PerformanceLocal area
$200k - $300k
Citi is seeking a Portfolio Management and Analytics VP/Director to join their Houston team. This role involves assessing... ...complex transactions, ensuring trading performance aligns with risk frameworks, and producing detailed reports for management. The ideal candidate will...Performance- ...Vice President of Portfolio Performance About the Company Dynamic financial services company... ...About the Role The Company is seeking a VP of Portfolio Performance to engage in a... ...in weekly, monthly, and quarterly reporting, as well as board communications, and will...Performance
- HeartShare Human Services seeks a visionary VP to lead Residential Real Estate Development & Portfolio Strategy. You will shape long‑term strategy, oversee acquisitions... ...service delivery while maximizing financial performance. This executive role emphasizes person‑centered...Performance
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