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
$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...SuggestedSchonfeld
New York, NY2 days ago$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$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...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...SuggestedFull timeWork at office
$150k - $175k
...Credit, Real Assets and GP Strategic Capital. Our team in New York focuses on portfolio management and strategy for closed‑end and open‑ended funds, including our Net Lease, Real Estate Finance Credit and Digital Infrastructure strategies, as well as ORENT and ODIT, our...SuggestedFlexible hours- ...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
...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...$130k - $175k
Lending | Leveraged & Structured Corporate Finance Portfolio Management| Associate| New York About 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...Work at officeWork from home$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- 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...
$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...$211.28k - $316.92k
Portfolio Consultants (PCs) provide asset allocation and macroeconomic strategy and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during new product launches....Full timeTemporary workLocal area$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- U.S. Bank in New York is seeking a Portfolio Manager to manage Corporate Banking credit relationships. This role involves underwriting credit accounts and expanding existing relationships while ensuring strong customer service. The ideal candidate will have a Bachelor's...
- 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...
$175k - $210k
...to help them get there. As a Middle Market Corporate Banking Portfolio Manager II , you will be responsible for credit underwriting,... ...demands and competing priorities. Meet deadlines and schedules associated with maintaining portfolio compliance with credit and risk...Local areaFlexible hours- EisnerAmper LLP is seeking a Senior Portfolio Accountant to join their Real Estate Systems Implementation Group in New York. As a seasoned professional, you will contribute to delivering financial services to real estate private fund clients. Your responsibilities will...
$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, NY1 day ago$50 - $60 per hour
A leading tech company in the United States seeks a Portfolio Analyst to evaluate AI chatbots and improve model quality with expert financial reasoning. This flexible role allows you to work remotely on selected projects, offering competitive hourly pay of $50-$60 USD along...Remote jobHourly payFlexible hours$150k - $165k
Franklin Templeton Investments is seeking an Associate Portfolio Manager to join their Investment Team in New York City or Stamford, CT with a hybrid work model. This role involves managing long-short and long-only equity portfolios while maximizing tax efficiency and making...- ...alternative investment firm, is looking for an Analyst in their Portfolio Management team. The Analyst will monitor portfolio companies,... ...trends while supporting various deal teams. This role requires a finance or accounting background, strong analytical skills, and the...
$80k - $120k
Aksia is seeking an Analyst/Associate for their Private Credit portfolio team based in New York. The role involves supporting portfolio construction and monitoring across private credit strategies, requiring strong quantitative capabilities and attention to detail. The...- MUFG Bank, Ltd in New York is seeking a Credit Portfolio Management Analyst to support its teams in valuation analysis for leveraged loans... ...'s policy. The ideal candidate will possess a Bachelor's in Finance or related field with experience in banking, proficiency in financial...
- Athene is seeking a Summer Intern Portfolio Analyst in New York, NY to work with the portfolio management team. The role involves supporting portfolio reporting and various aspects of portfolio management as well as conducting fund modeling and analytics for decision making...Summer workInternshipSummer internship
$120k
...#49471 Salary: $120,000 Job Overview - Strategic Finance Associate Compensation: $120,000 - $150,000/year + bonus... ...New York, NY for our client, supporting financial analysis, portfolio analytics, strategic planning, and business intelligence initiatives...Permanent employmentMonday to FridayAtlantic Group
New York, NY4 days ago- Carlyle is seeking an Analyst for their Private Credit Business Development team in New York. This role involves portfolio management, market research, and strategic initiatives. The Analyst will interact with senior management and support various business processes across...
- ...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...
$80k - $95k
Overview AVP, Loan Portfolio Officer (LPO) is responsible for maintaining and monitoring an existing commercial loan portfolio. The LPO works closely with the Relationship Manager who owns the relationship for these accounts. The LPO maintains close contact with clients...Full timeFlexible hours$115k - $130k
...and designers. About the job: Project Finance US - Canada 1. Summary of Responsibilities: The Associate will be part of the team responsible for the origination... ...structuring process through deal closing - Portfolio management and information reporting on in...For contractorsWork at officeLocal areaBBVA
New York, NY2 days ago
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