Portfolio Monitoring Associate Job at Stephen Bell Associates (Paris)

Portfolio Community Association Manager

The Licensed Community Association Manager (LCAM) is responsible for providing t...

Location

United States , Jacksonville

Salary:

Not provided

Associa

Expiration Date

Until further notice

Requirements

Valid Florida Community Association Manager (LCAM) License
Minimum 1-3 years of experience managing HOA's/Condos
Professional customer service skills
Exceptional communication skills both written and verbal with polished, professional and friendly demeanor
Self-starter
Thrives in a fast paced environment
Time management and time critical prioritization skills
On call for emergencies (including evening and weekends)

Job Responsibility

Supervise the operation and administration of the Association in accordance with management agreement, Florida Statutes and the Association's policies and procedures
Primary liaison with the Association Board of Directors and homeowners
Attend evening Board meetings and community events
Ensure Board of Directors are aware of legal actions involving the Association
Monitor client delinquency and collections process
Maintain unit and contract files relating to the operations of the Association
Prepare Board packages according to established time frames
Oversee Covenant Enforcement process
Regular site inspections
Obtain vendor proposals

What we offer

medical, dental, and vision insurance
401k
disability insurance
support with wellness and development initiatives

Fulltime

Associate Product Manager

The Associate Product Manager is responsible for maximizing the value and profit...

Location

United States , Easton

Salary:

Not provided

Victaulic

Expiration Date

Until further notice

Requirements

Bachelor's degree in Engineering, Business, Marketing, Finance, Sales or related field
3-5 years of experience in project management, product marketing, market management or business analysis
Strong analytical capabilities with advanced Excel proficiency including financial modeling and data analysis
Solid understanding of product development processes and cross-functional collaboration
Experience with financial analysis including P&L statements and margin analysis
Excellent written and verbal communication skills
Demonstrated project coordination experience managing multiple concurrent initiatives
Proven ability to work effectively in cross-functional teams
Strategic Influence and Communication - Develops clear and specific rationales tailored to different internal groups and external customers. Predicts others' concerns and objections and develops specific influence strategies to overcome them, strong executive communication.
Global Thinker - Makes decisions sensitive to the varied markets and organizations served. Harmonizes objectives to minimize waste and redundancy.

Job Responsibility

Analyze Product Line Profitability across the portfolio using financial modeling and market analysis to identify improvement opportunities and underperforming products
Lead Product Line Optimization initiatives to enhance product performance, add features and/or sizes, extensions of offering with catalog prefabrications, improve margins, or expand market applications based on market feedback and financial analysis
Execute Product Line Consolidation projects to streamline offerings, reduce SKU complexity, improve operational efficiency, managing customer communications and product transitions
Support On-going Product Commercialization activities with marketing and sales teams including product impact videos, trade shows, and training
Manage Product Line Obsolescence programs for mature or declining products, ensuring smooth customer transitions, inventory management, last-time-buy programs, and alternative product recommendations
Assist with market analysis and market research for business case development.
Coordinate Alpha/Beta Testing programs by managing test site logistics, collecting customer feedback, and documenting performance data
Assist on major product development initiatives, providing analytical support, developing commercialization strategies, pricing evaluations and coordinating cross-functional activities
Develop and deliver Training materials and programs for internal teams and external stakeholders on product features, benefits, and competitive positioning
Conduct comprehensive Post 12 Month Launch reviews analyzing sales, margins, market share, customer satisfaction, and competitive response to assess product success

Fulltime

Risk Management Country Officer

The Risk Management Country Officer (RMCO) for Colombia is a senior position res...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of relevant experience, desirable banking experience or financial institutions
experience in people management
comprehensive understanding of Banking and Capital Markets products
experience with wholesale credit portfolio performance monitoring and metrics
comprehensive understanding of strategic direction of the function
in-depth conceptual/practical grounding in the function and/or expertise in related subject areas
preferably SCO or SCO journey initiated
fully bilingual (Spanish & English)
Bachelor's degree/University degree or equivalent experience
Master's degree preferred

Job Responsibility

Lead a team/organization responsible for risk management activities associated with the wholesale credit portfolio
analyze credit risk and provide credit recommendations and guidance to senior risk managers
apply understanding of inherent credit risks for a range of banking products including lending, structured/acquisition finance, and capital markets transactions
analyze transactions and assist in structuring transactions to contain Citi’s credit risk within acceptable parameters
conduct internal and external oversight reviews and manage Operating Committee engagement
produce credit and exposure analyses to ensure aggregate risk exposure to customers remains appropriate to credit standing
serve as the main point of contact with local regulators and internal audit function on integrated risk matters
appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards
stay updated on industry developments and apply in-depth knowledge to contribute to strategic and pro-active risk management
provide guidance, review & challenge, and recommendations on complex credit approvals for an assigned credit portfolio

What we offer

Equal opportunity employer policy
policy for reasonable accommodations

Fulltime

Risk Management Country Officer

The Risk Management Country Officer (RMCO) for Ecuador is a senior risk represen...

Location

Ecuador , Quito

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

7+ years of relevant experience, desirable banking experience or financial institutions
Experience in people management
Experience with wholesale credit portfolio performance monitoring and metrics
Comprehensive understanding of strategic direction of the function
In-depth conceptual/practical grounding in the function and/or expertise in related subject areas
Fully Bilingual (Spanish & English)

Job Responsibility

Lead a team/organization responsible for risk management activities associated with the wholesale credit portfolio
Apply understanding of inherent credit risks for a range of banking products including lending, structured/acquisition finance, and capital markets transactions
Conduct internal and external oversight reviews and manage Operating Committee engagement
Produce credit and exposure analyses to ensure aggregate risk exposure to customers remains appropriate to credit standing
Serve as the main point of contact with local regulators and internal audit function on integrated risk matters
Demonstrates particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations
Ensures compliance with applicable laws, rules, and regulations, upholding policy and ethical business practices

What we offer

Citi is an equal opportunity employer

Fulltime

Portfolio Management Associate

Our Wealth Management client is looking for a skilled Portfolio Management Assoc...

Location

United States , New York

Salary:

110000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in portfolio management, trade execution, portfolio research or analysis
Comprehensive understanding of modern portfolio theory, including strategic and tactical asset allocation
Strong preference for experience using Envestnet Tamarac
Advanced skills in Microsoft Excel, Word, and PowerPoint, along with familiarity with research tools such as Morningstar Direct, FactSet, and Bloomberg
Commitment to maintaining confidentiality and adhering to ethical standards in portfolio management

Job Responsibility

Collaborate with Wealth Advisors and the investment team to maintain client portfolios in alignment with asset allocation targets, including tasks such as rebalancing, investing cash, raising funds for distributions, and tax loss harvesting
Oversee and manage the trading platform, Envestnet Tamarac, ensuring account maintenance, trade settings, and reconciliation are completed accurately
Execute firmwide trading initiatives efficiently, including block trading
Actively participate in the firm's Investment Committee, contributing to strategic decisions
Build and maintain relationships with third-party investment solution providers, such as FactSet
Monitor and analyze portfolio performance to provide insights that support investment strategies
Ensure compliance with investment policies and regulatory requirements
Provide detailed reporting and updates to clients and stakeholders regarding portfolio management activities

What we offer

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

Fulltime

Senior Vice President - Underwriter - (Structured Credit and Real Estate Underwriting)

The Senior Vice President position will hold a critical role within the Structur...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

13+ years of credit, portfolio management or product experience (preferably real estate underwriting or asset management) in a financial institution, rating agency, financial guarantor, or asset management firm
Experience in leading a team and in coaching and mentoring junior bankers
Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
Ability to understand capital markets products and complex financing and product structures
Ability to provide strategic insights and strong sensitivity to macro and regulatory issues, and impact of such issues on the various Risk families, including operational and franchise risks
Pro-active disposition with ability to work autonomously and within a team
Typically deals with complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting needs
Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources
Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
On track for internal Senior Credit Officer designation is a plus

Job Responsibility

Accountability for ensuring strong analysis of the assigned Real estate portfolio ensuring consistencies with industry leading practices and compliance with all internal risk policies, standards and procedures
Interface with and support bankers in underwriting requests for commercial credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards
Adoption of leading practices in credit analysis, underwriting, and monitoring, including the end-to-end underwriting process, from early origination discussions to development of credit approval memos, and senior approval forums
Supervise analysts and associates to perform periodic monitoring of the portfolio
Ensure maintenance of organized credit files for credit, regulatory, and compliance purposes and ensuring compliance with WCR policies and processes
Perform quality control of the approval memos to ensure accuracy and completeness of input
Ensures team monitors the ongoing compliance of assigned deals with the documented financing terms and conditions, portfolio performance and financial triggers and makes appropriate recommendations with the aim of identifying and mitigating credit risks
Ensure ongoing and timely feedback and coaching of junior team to sustain a strong credit culture and an unwavering commitment to excellence in analysis and execution
Provide support to Director and other senior team members, lead projects and initiatives in the wider team
Support the ICM Real Estate Underwriting Verticals (Citi Community Capital, CRE) on strategic initiatives/projects

What we offer

Global Benefits
Best-in-class benefits
Work-life balance

Fulltime

Senior Vice President - Structured Credit and Real Estate Underwriting

The Senior Vice President position will hold a critical role within the Structur...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

13+ years of credit, portfolio management or product experience (preferably in structured finance/securitization) in a financial institution, rating agency, financial guarantor, or asset management firm
Experience in leading a team and in coaching and mentoring junior bankers
Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
Pro-active disposition with ability to work autonomously and within a team
Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
Strong Microsoft Office skills
Modeling experience is a plus
Strong attention to detail
Oral and written communications skills enabling the candidate to effectively interact with internal and external constituents of all levels
Strong awareness and adherence to the control environment including Quality Assurance and Quality Control

Job Responsibility

Accountability for ensuring strong analysis of the assigned SCREU portfolio ensuring consistencies with industry leading practices and compliance with all internal risk policies, standards and procedures
Interface with and support bankers in underwriting requests for commercial credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards
Supervise analysts and associates to perform periodic monitoring of the portfolio
Ensure maintenance of organized credit files for credit, regulatory, and compliance purposes and ensuring compliance with WCR policies and processes
Perform quality control of the approval memos to ensure accuracy and completeness of input
Ensures team monitors the ongoing compliance of assigned deals with the documented financing terms and conditions, portfolio performance and financial triggers and makes appropriate recommendations with the aim of identifying and mitigating credit risks
Ensure ongoing and timely feedback and coaching of junior team to sustain a strong credit culture and an unwavering commitment to excellence in analysis and execution
Provide support to Director and other senior team members, lead projects and initiatives in the wider team
Keep abreast of industry and market trends and customer-specific events

Fulltime

LatAM Sovereign Trader

A role in Markets involves trading financial instruments, such as bonds, stocks,...

Location

United States , New York

Salary:

247146.00 - 300000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

Provide coverage for Emerging Markets Credit Trading business
Use bond pricing tools, trading tools, brokers systems, and information systems to prepare ‘bid and offer’ prices
Work with internal Credit Sales and Research teams to develop trading ideas and strategies
Manage bond risk in LatAm financial credits
Provide coverage as backup Trader for other traders on the LatAm corporate trading desk
Interact with a team of 5 other LatAm credit traders and analysts
Manage risk responsibly within thresholds, market-making to clients, pitching trade ideas, mentoring junior traders
8% travel required to client sites domestically and internationally

Job Responsibility

Execute trades and manage risk within a defined portfolio of financial instruments
Stay informed about market trends and developments to make informed trading decisions
Execution of buy and sell orders or pricing of liquidity in various financial instruments
Monitoring and analysis of global financial markets, economic indicators, news, and geopolitical events
Management and monitoring of the risk associated with the trading portfolio
Collaboration with research analysts and other teams to gather insights

What we offer

Eligible for incentives pursuant to Barclays Employee Referral Program
Hybrid working
Structured approach to hybrid working with fixed ‘anchor’ days

Fulltime

Portfolio Monitoring Associate

Stephen Bell Associates

Location:
France , Paris

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

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