Portfolio Assistant Job at Robert Half (Columbia, SC)

Portfolio Assistant

Reputable, financial services firm seeks a Portfolio Assistant with proven exper...

Location

United States , Newark

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelors degree in Accounting or related studies
1+ years of administrative experience in financial services/investment/wealth management industry strongly preferred
MUST be proficient in MS Excel
Excellent presentation and communication skills

Job Responsibility

Analyzing financial reports
Monitoring internal/external investments
Account Reconciliation
Portfolio Management
Assist with the annual audit process
Supervise reconciliation of investment portfolios
Gather treasury filings as needed
Technology Utilization
Maintain strong client relationships
Risk Management

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Critical Systems Project Executive

Carrier is looking for someone that possess a strong understanding of the Contro...

Location

United States , Remote City

Salary:

Not provided

Beretta Clima Italia

Expiration Date

Until further notice

Requirements

High School Diploma/GED with 7+ years of experience in HVAC Controls Industry OR Bachelors Degree with 5+ years of experience in HVAC Controls Industry
Must be a US citizen
Ability to travel up to 20% of average workweek, including air travel, overnight hotel stays, and unexpected travel when required (domestic and international)

Job Responsibility

Plan, organize, and direct execution teams from an executive level to ensure portfolio revenue and margin plans are achieved
Assist in presenting bi-weekly ALC Sync Meeting to clients inclusive of site issues, overall portfolio issues, state of awarded and/or bid projects inclusive of submittal status, portfolio technical coordination issues, and project site status updates. Agenda and meeting minutes creation of same
Participate in submittal internal review process when requested
Maintain overall portfolio logistic schedule. Review weekly with leadership and resolve any delivery delay impacts
Assist in recognizing current supply chain risks from all commodity suppliers with assistance from parts coordinator and panel fabricators
Work with Senior Design Engineer to maintain portfolio submittal log inclusive of submittal status, submittal type, approval status, assigned resource, etc.
Assist in communication of project issues to the portfolio team and documentation of same
Assist in the creation of root cause analyses paperwork when required
Assist in the management of CORA usage across the portfolio
Assist in the review of letters and documentation of project issues as assigned

What we offer

Health Care benefits: Medical, Dental, Vision
wellness incentives
Retirement benefits
Time Off and Leave: Paid vacation days, up to 15 days
paid sick days, up to 5 days
paid personal leave, up to 5 days
paid holidays, up to 13 days
birth and adoption leave
parental leave
family and medical leave

Fulltime

Associate Product Manager - Connected Water

Are you interested in being a part of a fast growing, agile product management t...

Location

United States , Deerfield

Salary:

72000.00 - 96000.00 USD / Year

Therma-Tru

Expiration Date

Until further notice

Requirements

2+ years of experience in Product Management, Category Management, Marketing or Business Analytics
Bachelor’s Degree in Marketing, Business, a related field, or equivalent experience required
Strong analytical skills
High proficiency with Excel, ERP (SAP) and Data Analytics Tools (Tableau, Power BI)
Strong communication skills
Entrepreneurial mindset and passion to challenge status quo
Able to build a sense of trust and rapport
Brings a high-energy and passionate outlook to the job
Demonstrated ability to be a team player with skills to lead/participate in cross-functional teams
Ability to travel approximately 10%

Job Responsibility

Partner with Finance, Demand Planning, Sales, and Marketing to maintain and analyze product and market related data
Assist with developing the product portfolio strategy for assigned Team product lines
Assist in executing a 3-year product roadmap plan through conducting ongoing competitive, market, and Voice of Customer (VOC) analysis
Partner with cross-functional product development (hardware & software) teams to help execute new product introductions and provide marketing leadership at business tollgates
Assist in Articulating product requirements and features to multiple teams (hardware & software)
Assist with pricing decisions for assigned product portfolio driving revenue and margin contribution
Help define market segment priorities and partner with Sales & Marketing to establish go-to-market strategies and plans
Assist with product lifecycle management for assigned product portfolio
Develop product training content to be delivered internally and externally
Partner with other Marketing functions to develop product collateral for successful commercialization of product category

What we offer

robust health plans
a market-leading 401(k) program with a company contribution
product discounts
flexible time off benefits
adoption benefits
more
numerous ERGs (Employee Resource Groups)

Fulltime

Assistant Vice President - Structured Credit and Real Estate Underwriting

The Assistant Vice President will hold a critical role within the Structured Cre...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

3+ years of credit, portfolio management or structuring experience in a financial institution, rating agency, financial guarantor, or asset management firm
structured credit/securitization experience is a plus
Solid experience in structured products or credit analysis
Knowledge of accounting and corporate finance, financial modelling, credit and banking products, credit analytics, risk assessment, and analysis of credit agreements and other legal documentation
Strong analytical and quantitative skills with ability to perform, review or critique credit analysis on complex transactions
Strong writing, presentation and interpersonal skills
Strong Microsoft Office skills. Modelling experience is a plus
Proven ability to work with little direction and in a team
Excellent attention to detail
Willingness to learn new products and programs

Job Responsibility

Monitor the ongoing compliance of assigned deals with the documented financing terms and conditions, portfolio performance and financial triggers and make appropriate recommendations with the aim of identifying and mitigating credit risks
Assist with classification and risk rating processes
Identify data trends & deteriorating asset performance
Keep abreast of industry/ market developments and customer-specific events
consult with the Business and Underwriting on any action plans per policies
Manage and report risk exposures to structured vehicles backed by various asset classes including Consumer Assets, Broadly Syndicated Loans, Middle Market Exposures within Institutional Clients Group, including derivatives exposures within the transaction
Perform in-depth fundamental credit analysis, by monitoring a company’s financial performance, risk metrics and compliance with performance triggers
Responsibilities include research, credit analysis, risk rating assessment and active monitoring of the portfolio to identify credit migration and may include assisting with quarterly portfolio reviews
Compose assigned annual review memos and generate reports as required to highlight portfolio metrics for internal and external regulators
Model transactions for risk rating and stress testing purposes

What we offer

Global Benefits
Best-in-class benefits
Work life balance

Fulltime

Assistant Vice President - Leverage Finance Underwriting

The Global Leveraged Finance Underwriting Credit Team within Institutional Credi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-9 years of credit analysis, origination, or relevant credit experience
well-developed analytical skills, including an understanding of key financial components (liquidity position, leverage profile) with the ability to form independent opinions on credit and recognize emerging risks
team player with strong work ethic who also works well with others at all levels and can coach and mentor analysts
strong organizational skills with ability and willingness to work under pressure and manage time and priorities effectively
advanced knowledge of Microsoft Word, Excel, and PowerPoint
three statements financial modeling experience
ability to take on demanding responsibilities and work independently, while juggling multiple tasks at once
awareness and adherence to the control environment including Quality Assurance and Quality Control
MBA or CFA or CA

Job Responsibility

Assess the credit and financial strength of Citi’s most complex Large Corporate Clients by performing fundamental credit analysis of counterparties using both quantitative and qualitative factors
monitor the covered portfolio, including following industry trends, impacts to key relationships, and escalation of potential credit issues to LFU Underwriters, Risk and BCMA partners
evaluate and gain a strong understanding of clients' business model, financial performance, and key credit drivers across various industries, through both due diligence process as part of transactions and ongoing credit monitoring responsibilities
assess the borrower’s cash flow profile by building projection models used in assigning a regulatory rating and driving decision on the extension of credit to highly levered obligors
provide analytical support across LFU’s core functions: (1) Leveraged Lending transaction origination and credit approval
(2) portfolio management and early problem recognition
(3) global leveraged lending related projects and strategic initiatives

What we offer

Citi is an equal opportunity employer
global benefits
best-in-class benefits to be well, live well and save well

Fulltime

Underwriter

The Citi Wealth Residential Real Estate Mortgage Underwriter will serve as a pri...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

CeMAP qualified (or equivalent)
Strong Mortgage Regulatory knowledge and experience in the UK (and EU is preferable)
Strong and proven analytical, financial structuring and execution skills
Experience with regulatory internal and external audits beneficial
Bachelor's/University degree or equivalent experience
Excellent communication (verbal and written) and interpersonal skills
Ability to work under pressure and multi-task to tight deadlines
Good negotiation skills
Strong initiative and interactive approach to problem solving
Display flexibility and independence in a demanding environment

Job Responsibility

Serve as primary contact for mortgage throughout the process
Structure and underwrite residential mortgage loans in accordance with established Product Programs
Prepare, maintain and communicate pipeline
Primary point of contact for obtaining credit documents and clearing underwriting conditions
Provide regular input to Bankers, Associate Bankers and management
Responsible for all activities from applications through underwriting submission
Assist with residential real estate portfolio management audits, reviews, and performance reporting
Assist with residential real estate projects across portfolio and technical developments

Fulltime

Private Assets Investment Analyst

The US Pensions Investment (USPI) team manages and invests the assets of Citi's ...

Location

United States , New York

Salary:

109120.00 - 163680.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

1-5 years of experience in a related role
solid understanding of financial products
advanced analytical skills
ability to see the big picture
excellent written and oral communication
results-driven, with an ability to deliver high-quality work
effective interpersonal skills
attention to detail, desire for accuracy, intellectual curiosity
proficiency with standard analysis tools (Excel, Access, Power Point)
quantitative background and Python programming knowledge

Job Responsibility

Provide critical analytical support to the Private Assets Investment Officers and Operations
participate in new investment and operational due diligence
support the monthly and quarterly reporting processes
assist in monitoring portfolio positions
prepare ad-hoc reports, special projects, and presentations
conduct portfolio analysis
assist in the review of pension and 401K plans activities
assist in new investments and redemption process
provide timely feedback on audit requests
assist with performance calculations

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including vacation, sick leave, and holidays

Fulltime

Credit Portfolio Officer

The ICM Portfolio Manager (PM) will report to the Global Head of Wholesale Credi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Superior risk assessment skills
Fully conversant in credit policy and risk principles
Ability to recognize and address major types of risk, including market, operational and cross border
Solid knowledge in risk and regulatory capital issues
Proactively engages team, partners and seniors
Highly Effective interpersonal skills
Solid organizational skills
Exceptional written and verbal communication skills
6-10 years of experience in credit card risk management or equivalent training and experience preferably in the financial services industry
Proven ability to apply credit and risk principles toward business goals

Job Responsibility

Ensuring the portfolio management of applicable portfolio is consistent with industry leading practices and conforms to all internal credit procedures/policies, and all related regulatory expectations
Continuous engagement across ICM and with ICG businesses and Independent Risk senior stakeholders
Understand any concerns regarding execution of portfolio alerts and/or emerging risks
Execute plans, strategy and objectives for Portfolio Monitoring and Limits Management
Assist in proposing and negotiating appropriate remediation strategy for large and concentrated exposures
Ensure the consistency of the risk appetite of the Bank across limits setting and calibration
Partner with our credit risk colleagues and other teams to get buy-in of limits proposals
Continuously challenge the infrastructure together with our Technology partners
Partner with applicable global, regional and industry stakeholders across ICM and within ICG and Independent Risk in the design and calibration of metrics and indicators for Portfolio Health
Assist in retaining talent

Fulltime

Portfolio Assistant

Robert Half

Location:
United States , Columbia, SC

Category:
Office Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 26, 2026

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Job Description:

Job Responsibility:

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