Portfolio Transaction Specialist — Operations & Reporting
$140k - $185kTEEMA Solutions Group
A financial services firm in New York, NY is seeking a Portfolio Transaction Specialist to manage and execute investment transactions while ensuring operational efficiency across the portfolio lifecycle. The ideal candidate will hold a Bachelor’s degree and possess strong analytical and organizational skills, with proficiency in Excel. This full-time role offers competitive annual compensation between $140,000 and $185,000 based on experience. #J-18808-Ljbffr TEEMA Solutions Group
$125k - $150k
...for handling the most complex transactions, litigation/controversy... ...OpportunityWe are seeking a Senior Specialist, Business Proposals (... ...Intelligence, Experience Design, Operations, and GATS operating system... ...develop regular pitch proposal reports and strategy for relevant...OperationsFull timeWork at officeLocal areaRemote workShift work- ...instrumental to the successful day-to-day operations of the City of New York. Our... ...and best practices in design. The Portfolio Specialist position is a Design and Project Management... ...spaces. Review and evaluate site reports and measurements developed by Tenant Representatives...OperationsPermanent employmentFull timeContract workFor contractorsWork at officeRemote workFlexible hours2 days per week
$78.91k - $119.26k
...Portfolio Solutions Specialist We are looking for a Portfolio Solutions Specialist to join our team... ...partners closely with underwriting, operations, finance, legal, compliance, and reinsurance... ...business across North America. Reporting to the Regional Head of Portfolio...OperationsShift work$125k - $250k
TRANSACTION BANKINGOur mission is simple: provide a global transaction... ...some of the most complex operational needs in the industry. We... ...diverse Treasury and Payments specialists helping our clients... ...within their existing client portfolios and by expanding their client...OperationsFull timeTemporary workPart time$140k - $185k
...Description Job Description Transaction Execution Specialist Location: New York, NY... ...execution, investment operations, and deal support.... ...teams, finance, legal, and portfolio management teams. Key Responsibilities... ...systems, dashboards, and reports Ensure compliance with...OperationsFull time$140k - $185k
...job description represents a sample Portfolio Performance Specialist position commonly found through the... ...class mix, portfolio strategy, and reporting requirements. For more information on... ...portfolio managers, strategy teams, operations, and analytics groups to maintain accurate...OperationsFull time$140k - $185k
...Description Job Description Fund Transaction Specialist Location: New York, NY... ...early-career roles in fund operations, investment transactions, and portfolio support. Actual openings may... ...monitoring, reconciliation, and reporting Collaborate with portfolio managers...OperationsFull time$95k - $160k
...Valuation AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan... ...Advisory Services, Portfolio Valuation and Fund Advisory... ...Services, Accounting and Financial Reporting (TAS/AFR) practice is... ...reporting requirements. Our specialists have deep knowledge of deals...Full timeWorldwide- ...relentlessly pursue clients’ operating, core and strategic... ...of the Senior Specialist, Trading role is to collaborate... ...to trading desk and Portfolio Managers. Managing... ...and executing term transactions.Liaising with... ...desk inquiries and runs reports as necessary.To be successful...OperationsWork at officeWorldwideFlexible hours
$47.11 - $70.19 per hour
...moment, learn about the world, and have fun together.The Company operates Snapchat, a visual messaging app that enhances your... ...seeking a dedicated Project Manager to oversee our Transparency Reporting (TR) efforts and to support our regulatory compliance efforts....OperationsHourly payFull timeLive inWork at officeLocal area$100k - $115k
...are known for handling the most complex transactions, litigation/controversy issues, and... ...centers.The OpportunityWe are seeking a Specialist, Business Development (Transactional) to... ...event management and client interaction.Operational Efficiency and Communication:Follows recommended...OperationsFull timeLocal areaRemote work$140k - $185k
...Description Job Description Investor Reporting Specialist Location: New York, NY Employment... ...skills to translate fund and portfolio performance into clear, client-ready materials... ...for investor reporting, fund operations, and asset management roles To learn...OperationsFull time$130k - $175k
Lending | Portfolio Management | Associate, Portfolio Management |... ...monitoring, analytics and internal reporting. About the department:This... ...all facets of the daily operations of the portfolio, including... ...team in the execution of new transactions, amendments and refinancings...OperationsFull timeWork at officeWork from home- ...extensive network of specialists; enjoy access to our... ...a Senior Associate - Portfolio Valuation to join our... ...trading comparable, transaction comparable, and allocation... ...and other types of reports and... ...and safeguard business operations and company reputation...OperationsH1bWork at officeLocal area
$105k - $120k
...forward. Senior Associate, Transaction Management We are seeking a... .... JLL’s team is expected to operate with the same energy, transparency... ...the client’s real estate portfolio and all transactions,... ...flow and P&L analysis Ad-hoc reporting and metrics Raising the Bar...OperationsFull timeWork at officeLocal areaRemote workFlexible hours$105k - $207k
...considerations to unlock value. Your work may span strategy, operations, process design, and technology as we partner with clients... ...ends on month 10/02/2026. Work You’ll Do As a OneStream Reporting Specialist Developer on the Business Finance team, you will be responsible...OperationsLocal area$140k - $185k
...Job Description Job Description Portfolio Analytics Specialist Location: New York, NY Employment... ...in portfolio analysis, investment reporting, and data-driven decision support.... ...with portfolio managers, risk teams, operations, and technology teams to ensure...OperationsFull time$140k - $185k
Structured Capital Specialist Location: New York, NY... ...capital markets, and transaction support. Actual openings... ...risk assessment, and operational support to ensure... ...collaboration with deal teams, portfolio managers, legal/... ..., dashboards, and reporting frameworks for structured...OperationsFull time$82k - $133k
DEPARTMENT OVERVIEWThe Global Portfolio Analysis and Reporting (GPAR) team at MSIM is... ...with investment teams, product specialists, risk, compliance, technology, operations, and external vendors. You will... ...impact of various transactions and corporate actions, including...OperationsTemporary work$140k - $185k
...Job Description Job Description Portfolio Optimization Specialist Location: New York, NY Employment... ...analysis, strategic thinking, and operational execution to enhance portfolio outcomes... ...and risk metrics, providing timely reports to investment teams Collaborate...OperationsFull time- ...Royalty Report Processing Specialist Our client is seeking a Royalty Report Processing Specialist who will heavily utilize Flowhaven in report... ...royalty accounting, contract administration, licensing operations, business systems administration, or related functions....OperationsContract work
$140k - $185k
...Job Description Job Description Portfolio Valuation Specialist Location: New York, NY Employment... ..., fund accounting, and investment reporting. Actual openings may vary based... ...Valuation Specialists support investment, operations, and finance teams by calculating...OperationsFull time$140k - $185k
...Description Fund Strategy Specialist Location: New York,... ...capital deployment, portfolio construction, and... ..., rather than transaction execution or day-to-day... ...portfolio management, operations, and external advisors... ...tools, dashboards, and reporting for fund strategy insights...OperationsFull time- ...experienced Senior Technology Transactions Attorney to serve as... ...its Legal & Compliance team, reporting to the EVP, General Counsel... ...negotiations across EXL’s global portfolio.RequiredJ.D. from an accredited... ...supporting global business operations across the U.S., Europe,...OperationsContract work
$140k - $185k
...Job Description Job Description Portfolio Monitoring Specialist Location: New York, NY Employment... ...tracking, risk monitoring, and reporting across private and alternative investment... ...with portfolio managers, investment operations, risk teams, and analytics groups to...OperationsFull time$140k - $185k
...Job Description Job Description Portfolio Transaction Analyst Location: New York, NY Employment... ...objectives, risk limits, and operational requirements. The role combines execution... ...summaries, portfolio activity reports, and execution analysis for portfolio...OperationsFull time- ...Bank - PLP Borrower Specialist JPMorgan Chase & Co.... ...40,000 employees and operations in over 60 countries.... ...of the existing loan portfolio while performing various... ...client interaction reports across the Professional... ...banking, financial transaction processing and asset...OperationsWork at office
$70k - $90k
...professional. This role would report to the CEO and other members... ...notified about new Leasing Specialist jobs in New York, NY .... ...Professional - Weehawken, NJ Leasing Operations Specialist - NYP-Columbia... ...Leasing Consultant - Luxury Portfolio in Jersey City Jersey City,...OperationsFull timeWork at office$100k - $110k
...and valuation advisory. Our unmatched transaction volumes provide differentiated, data-... ...please visit HL.com. ScopeThe Data Operations Specialist is responsible for owning and advancing... ...monitoring solutions, and enterprise reporting.Collaboration & Stakeholder...OperationsFull time$115.26k - $149.16k
...DescriptionAs a Area Prevention Specialist within Gilead's HIV... ...opportunities. In this role will report into the Executive Regional Director... ...Gilead's HIV Prevention portfolio to healthcare providers and other... ..., and the ability to operate effectively across changing geographies...OperationsFull timeFor contractorsLocal areaFlexible hours
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