Portfolio Monitoring Executive Job at Nixon Hire (Cardiff or Llanelli)

Sales Executive or Sales Manager - eCommerce Portfolio

CloserStill Media is expanding our commercial team at eCommerce Expo Asia in Sin...

Location

Singapore , Singapore

Salary:

Not provided

CloserStill Media

Expiration Date

Until further notice

Requirements

Sales Manager: 5+ years’ relevant experience
motivated and strategic individual
can lead sales performance
manage a small team
drive revenue growth
strong client relationships
innovative sales strategies
Sales Executive: minimum 1–2 years’ experience
energetic early-career professional
eager to learn

Job Responsibility

Sales Manager: Drive daily sales performance
assist senior management in meeting revenue targets
Develop new revenue streams
oversee sponsorship and stand sales
Assist in the rebook process
monitor competitor activity
Coach, train, and support junior sales team members
Sales Executive: Actively sell exhibition space and sponsorship opportunities to new and existing clients
Achieve and exceed personal sales targets through outbound prospecting and strong relationship management
Support the Sales Manager and Show Manager in maintaining the pipeline and ensuring CRM data accuracy

CTI Business Execution Lead

The CTI Business Execution Lead at Citi will be a key member of the Treasury Fin...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

7+ years of experience with significant time spent in Financial Analysis / Strategy / Product Control or Middle Office role within a global financial services organization
Experience in investment portfolio analytics, reporting and monitoring
Comprehensive understanding of product knowledge of securities, debt, derivatives, and funding instruments
Communicates effectively
develops and delivers multi-mode communications that convey a clear understanding of needs of different audiences
Demonstrates a sense of urgency, passion for results and personal accountability for achievement
Able to navigate through a large organization to streamline and summarize multiple information points and create repeatable processes to build consistency in presenting information
Accounting knowledge of FAS133, AFS, HTM, MTM a plus
Exceptional analytical and problem-solving skills with proven track record of managing and converting large data sets into business decision making tools
Ability to work well within a diverse team, as well as independently.

Job Responsibility

Accountable to lead Business Execution activities including desk support, P&L and Economic Value affirmation, process and control enhancements
Responsible for monitoring of all investments including securities, funding and derivatives with additional responsibility for oversight of the daily Economic Value and PAA
Be a Team Leader in facing off with Internal Audit, Compliance, Legal, Product Control, Operations, and Technology on industry initiatives, issues, MCA, data issues and enhancements.
Analysis and explanation of Front Office P&L for CTI AFS/HTM investments, Swaps, Transfer Pricing including attribution analysis using DV01 partials and risk metrics
Establish a strong working relationship with the Product Control and FP&A teams, review the daily desk level P&L and Balance Sheet reports and published daily CTI’s Cost to Close and EV.
Help develop and refine existing policies and procedures, ensure control and compliance of CTI trading mandates and MCAs
Daily interaction with all teams to provide real-time analysis and support
Find opportunities for process and infrastructure improvement
Assist in broader firm/business projects and initiatives.

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources.

Fulltime

Investment Portfolio Analytics Executive

Wells Fargo is seeking an Investment Portfolio Management Executive to lead the ...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

April 23, 2026

Requirements

10+ years of Portfolio Strategy and Asset Class Allocation, Portfolio Analytics experience, finance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
6+ years of management experience

Job Responsibility

Set strategic objectives and direction for the PSA Team, by attracting, developing, and retaining a high‑performing team
Partner with executive management across Investment Portfolio and the broader Finance organization to define portfolio objectives and investment strategy, including asset allocation analytics, benchmarking, performance attribution, and returns analysis to inform senior leadership and committee decisions
Oversee end‑to‑end portfolio analytics including supporting investment and hedging decisions. balance, income, and market value forecasting, and monitoring of key portfolio risks (market, interest rate, credit, liquidity, capital)
Lead enterprise‑critical stress testing and sensitivity capabilities for the Investment Portfolio, including CCAR and other stress and scenario analytics, and provide analytical support for portfolio actions under stress and recovery scenarios (including Recovery & Resolution Planning)
Own Investment Portfolio reporting to senior stakeholders including executive leadership, key management/Board committees (e.g., ALCO and Finance Committee), and Investor Relations—delivering clear, decision‑useful analytics and materials at the right cadence
Drive innovation in analytics and decision tools by leading the development of new analytical approaches and capabilities that enable evaluation of new investment opportunities and assess portfolio impacts and readiness for strategic initiatives
Oversee integration of analytics, models, and technology to deliver scalable, consistent solutions across PSA and the broader Investment Portfolio, serving as a key coordination point with Technology and Model Risk partners
Lead PSA Efforts to improve efficiency through workflow redesign and AI/technology enablement

Fulltime

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Commercial Loans Specialist

We are looking for a skilled Commercial Loans Specialist to join our team in Los...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience in loan servicing and portfolio monitoring
Proficiency in basic computer applications, including Word, Excel, and Outlook
Strong analytical abilities with a keen attention to detail
Excellent verbal and written communication skills
Minimum of 5 years of experience in commercial loan documentation and closings is preferred
Familiarity with Moody’s or similar financial systems is a plus
Knowledge of accounting systems, ERP solutions, and financial reporting processes
Understanding of regulatory reporting and month-end close processes

Job Responsibility

Organize and prepare loan files for sorting, uploading, or scanning to the imaging center
Ensure loan files, whether in physical or electronic format, are maintained to meet audit standards
Create and manage borrower and guarantor profiles, as well as reporting and financial covenants in the loan monitoring system
Update customer profiles and covenants based on credit approvals or loan agreements within the loan monitoring system
Assist Relationship Managers and Portfolio Managers with inquiries and system-related issues regarding loan monitoring processes
Generate regular portfolio management and monitoring reports within the loan tracking system
Oversee insurance requirements for new loans and ensure existing policies remain current
Review executed loan and credit documents to confirm proper signatures, dates, and initials
Facilitate loan closings and collaborate with Operations and Compliance teams to approve, book, and fund loans
Support audits and respond to audit-related requests as needed

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Leveraged, Acquisition & TMT Finance Americas – Portfolio Management - Analyst

Team and Position: Credit Agricole is among world top 10 banking groups. Our NY ...

Location

United States Of America , NEW YORK

Salary:

100000.00 - 125000.00 USD / Year

Crédit Agricole

Expiration Date

Until further notice

Requirements

Relevant academic background (BA/BS degree with economics/finance major coursework)
Strong quantitative and qualitative analytical skills
Reliability, attention to detail and quality outputs
Good organizational skills: ability to keep track of deadlines, to organize its own work
Good communication and interpersonal skills (ability to communicate seamlessly with LATFG deal teams, and capacity to interact convincingly and forcefully with internal partners)
MS Office suite proficiency
Ideally 1–2 year experience in either a leveraged finance environment (portfolio management or origination and execution), or a credit risk / credit underwriting and monitoring function

Job Responsibility

Credit monitoring of our loan portfolio: write up of annual reviews, credit papers in relation to waivers and amendments, quarterly write ups for loans under watch
Proactively flag any early warning signals of credit deterioration, concerns, or ideas for commercial opportunities
Ensure timely propagation of internal rating decisions within the internal IT systems
Occasionally represent the team in the various credit committees and monitoring committees
Coordinate with CLF LOSA team to monitor evolution of the portfolio
Coordinate with CLF LOSA and respective deal/client teams to ensure authorizations recorded in internal systems are accurate and up to date
Maintain close coordination on all of the above tasks with respective LATFG client teams
Interact with clients whenever necessary to clarify credit related questions
Review quarterly or annual information provided by client, connect to lender or investor calls organized by clients and relay summaries of meaningful information
Contribute to internal and regulatory Reporting: collect data and assist with the regular requests for reporting from our internal stakeholders

Fulltime

Commercial Loans Specialist

We are looking for a skilled Commercial Loans Specialist to join our team on a l...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience in loan servicing and portfolio monitoring
Proficiency in computer applications including Word, Excel, and Outlook
Strong analytical skills and keen attention to detail
Excellent verbal and written communication abilities
A minimum of 5 years of experience in commercial loan documentation and closing processes is preferred
Familiarity with financial systems such as Moody’s and ERP solutions is a plus
Knowledge of accounting functions, financial reporting, and regulatory compliance
Experience with auditing, month-end close processes, and accounts payable/receivable operations

Job Responsibility

Organize and prepare loan files for sorting, scanning, and uploading to the imaging center
Maintain loan files, both physical and digital, ensuring they are always ready for audits
Create and update borrower and guarantor profiles, including reporting and financial covenants, in the loan monitoring system
Assist in maintaining and updating customer profiles and covenants based on credit approvals and loan agreements
Support Relationship Managers and Portfolio Managers by addressing loan monitoring process inquiries and resolving system-related issues
Generate periodic portfolio management and monitoring reports using the loan tracking system
Monitor insurance requirements for loans, ensuring new policies are obtained and existing policies are renewed
Review executed loan and credit documents to verify proper signatures, dates, and initials
Facilitate loan closings and coordinate with compliance and operations teams for loan approvals, bookings, and fundings
Collaborate with auditors and ensure ongoing compliance with regulatory requirements

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Senior Business Analyst

Jeeves is a groundbreaking financial operating system built for global businesse...

Location

Colombia , Bogotá

Salary:

Not provided

Jeeves

Expiration Date

Until further notice

Requirements

4+ years in analytics within credit risk management
Fluent in English
Excellent written and verbal communication skills
Intellectual curiosity
Experience in commercial credit risk, specifically within credit cards, payments, lending, or related industries
Proven ability to translate complex data and model results into actionable business strategies
Experience utilizing alternative data sources
Advanced proficiency in SQL and Excel
Experience using Python or R for data analysis and statistical modeling (regression, clustering, etc.)

Job Responsibility

Lead the development of best in class data-driven credit policies and business strategies: Leverage external (e.g. banking, tax, financial, credit bureau and other data) and internal performance data to develop credit policies (e.g. underwriting criteria, dynamic credit limit programs, etc.)
Minimize credit loss by developing and implementing appropriate processes and procedures to identify and mitigate high risk customers
Design and implement data-driven strategies for customer management, including policies for credit line increases, decreases, and line reinstatements
Work closely with the sales and business development teams to support business growth strategies that preserve effective underwriting and ensure the appropriate application of Jeeves’ credit policy
Deliver advancements in data and analytics: Contribute to the development of a data and analytics framework to improve processing, underwriting, tracking, risk management, and reporting procedures
Design and execute data driven analyses and tracking procedures to enhance insights on credit risk for individual, and the portfolio of companies
Leverage predictive statistical methodologies (e.g., linear/logistic regression, segmentation analysis) to draw insights and develop business strategies
Partner with data scientists to build and leverage credit risk models to optimize credit policies and improve business performance
Improve credit monitoring and governance: Define key performance indicators (KPIs) for credit portfolios
build dashboards to monitor portfolio health and strategy performance

Fulltime

Analyst, Program / Project Control

At Bombardier, we design, build and maintain the world’s peak-performing aircraf...

Location

Canada , Dorval

Salary:

Not provided

Bombardier

Expiration Date

Until further notice

Requirements

Minimum of 5 years experience in aerospace or complex product industry, ideally in, but not limited to, project/portfolio management, inventory management, engineering, operations and/or accounting finance
Highly organized individual (PMP certification is an asset)
Strong business acumen, a good understanding of financial statements and can proactively identify and validate consistencies and accuracy of financial information
Demonstrated ability to improve the efficiency of business processes with both technology and process improvement methodologies (Microsoft Office suite proficiency required, VBA and Power BI skillset is an asset)
Comfortable interacting/presenting to all levels of management
Driving for results and taking initiatives to achieve personal and team objectives
Strong oral and written communication skills in both English and French
Good team player and highly reliable

Job Responsibility

Identify project execution’s root causes and their mitigation plan, identify risk and opportunities, develop project business case, gain stakeholder alignment and recommend prioritization of solutions for projects assigned to the portfolio
Develop, track and report on project achievements and tasks in close collaboration with assigned teams (incl. Finances, Planning, Operations, Program, Engineering and Methods)
Coordinate and lead the executive portfolio governance of Bombardier’s Planning and Methods team, used to identify risks & opportunities, develop/optimize project business cases, accelerate project execution and foster alignment to project scope and results
Communicate project strategy, updates, escalation of risks/issues to multiple levels of management, including executive leadership teams across the organization
Lead and influence cross-functional project members to ensure the project execution meets the established schedule and budget
Coordinate the inventory management process optimization across all sites, including the identification of risk and opportunities on a 5 year horizon, the analysis of their impact on inventory and their reporting at executive level
Coordinate between all teams the activities to establish and maintain the roadmap for inventory reduction projects aligned with corporate mandates, including their business case development, their approval and execution kick-off within the strategic project portfolio
Coordinate activities pertaining to the evaluation of the list of production support initiatives as well as their prioritization based on amongst others their operational benefits, criticality and maturity, ensure the coordination of the quarterly re-evaluation and re-prioritization of this list, and ensure the monitoring of retained projects’ approval and execution
Coordinate the human resources management process optimization for the Bombardier Planning and Methods team, including the identification of risk and opportunities on a 5 year horizon, the analysis of their impact and their reporting at executive level
Establish, coordinate and prepare monthly, quarterly and yearly executive reviews related to portfolio management (incl. project execution and budgetary planning/tracking), inventory management and human resources management

Portfolio Monitoring Executive

Nixon Hire

Location:
United Kingdom , Cardiff or Llanelli

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 27, 2025

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