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

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

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

Portfolio Manager (PMO)

As the Portfolio Manager (PMO) within our Group-wide Portfolio Management Office...

Location

United Kingdom , Birmingham

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Change delivery methods (MSP, Prince2, SDLC, Scrum, SAFe)
Programme, Project and Portfolio (P3M) and PMO theories and practice, including maturity models
Portfolio prioritisation, project pipelines/backlog processes
PMO experience, preferably in Financial Services/Insurance
Experience facilitating Quarterly Business Reviews (QBRs)
Applications and tools (Office systems, MS Teams, PPM Tools (ideally Planview Adaptive Work), JIRA, Confluence)
Business operating models, metrics (OKRs, KPIs, etc.)
Typical financial processes (budgeting, forecasting, actuals, alignment with financial cycles)
Service Management (e.g., ITIL)
Corporate language and communication

Job Responsibility

Support, coach, and educate stakeholders and delivery teams on the consistent application of business case frameworks, processes, procedures, and tools
Support program, project, and portfolio management services across assigned portfolios, including monitoring plans, managing financials, addressing risks and issues, overseeing dependencies (including resource demands), processing change requests, and tracking benefits
Conduct high-level checks by gathering, validating, and critically reviewing updates from Project Managers and Delivery Leads to ensure clear communication and address any data gaps. Apply a lessons-learned approach to capture and share insights that enhance project delivery and contribute to the continuous improvement of the Change Governance Model and related frameworks (e.g., VRF, CMF)
Identify, assess, and proactively manage risks to minimise impacts on delivery and maximise project benefits
Identify and define interdependencies within projects, managing them with awareness of their potential impacts on the portfolio.
Facilitate forums, such as Quarterly Business Reviews (QBRs), to improve visibility, communication, and alignment across related projects within the portfolio. Assist with budgeting and cost control in alignment with the Change Funding Model to maintain financial discipline across the portfolio
Conduct end-phase stage gate reviews as part of the Change Management Framework
Coordinate and produce reports using the PPM tool to support local and enterprise-level governance and informed decision-making.
Work with the PMO team to drive the development of Capacity Management capability
Support ongoing resource allocation within portfolios, assisting stakeholders in identifying impacts of change and adjusting resources as needed, offering practical solutions to optimize internal SME resources

Portfolio Manager

Join us as a Portfolio Manager in our Private Bank and Wealth Management team ba...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Experienced portfolio manager with knowledge and understanding of relevant systems and processes in respect of multi-asset portfolios and their construction
Track record of successfully servicing investment clients
Demonstrable track record of success in investment analysis
Uncompromising attention to detail
Level 6 CISI qualified (or equivalent)

Job Responsibility

Manage a book of client portfolios with differing levels of complexity
Manage a range of client relationships
Support the growth of the broader DPM offering across PBWM
Work in partnership with the broader PM team to ensure depth of understanding of the model strategies
Contribute to investment decision making
Ensure timely execution of investment decisions within client portfolios
Generate strong risk-adjusted returns that meet clients’ expectations and goals
Work within established tolerances and personal authorisations
Allocation and monitoring of securities within a portfolio
Execution of research and analysis on various securities to identify profitable investment opportunities

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Supportive and inclusive culture and environment
Flexible working arrangements
Encouragement to embrace mobility

Fulltime

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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