Portfolio Assistant Jobs

Assistant Manager/Assistant Vice President, Portfolio Management

We are currently seeking a high calibre professional to join our team as an Assi...

Location

Hong Kong , Central

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

University graduate
Proven banking experience and customer facing experience
knowledge of the commercial banking and treasury products and services is a plus
High level of customer centricity mind set with dedication to deliver exceptional quality services
Strong presentation and communication skills in written and spoken English and Cantonese
fluency in Putonghua is an advantage
Self-Motivated and able to work under pressure
Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
Less experienced candidates are welcome and may be considered for the position of Assistant Manager, Portfolio Management
Relevant insurance and investment licenses are preferred

Job Responsibility

Identify business opportunities and promote other commercial banking products to maximize business growth
Maximise customer satisfaction through exceptional customer service, providing information about products and services that suit and fulfil customers’ needs
Develop relationships with business customers through outreach activities
Manage new customer acquisition in strict compliance with all internal and external KYC (know your customer) regulations and policies
Support the successful implementation of Business Banking strategies
Liaise with other teams to deliver product and service solutions
Identify sales opportunities and cross sell HSBC products to appropriate business customers
Make business referrals to appropriate parties in HSBC

What we offer

continuous professional development
flexible working
opportunities to grow within an inclusive and diverse environment

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

Planning Analyst

Help us deliver a better tomorrow. Australia Post is delivering for all Australi...

Location

Australia , Richmond

Salary:

Not provided

Australia Post

Expiration Date

Until further notice

Requirements

Strong understanding of the commercial and planning requirements of a large digital organisation
Exposure to financial planning and prioritisation at a project portfolio level
Knowledge of governance, risk and compliance frameworks
Familiarity with PMO activities such as status reporting, benefits tracking, dependencies and sequencing
Confident in building relationships and presenting credibly to senior leaders
Comfortable engaging with domain stakeholders and delivery owners
Thrive in ambiguity and adapt quickly when roles and responsibilities are not fully defined

Job Responsibility

Input into decision-making to prioritise initiatives within the constraints of funding, people, and time
Maintain single-source visibility and a backlog of all Enterprise Services initiative requests
Partner with Business Domain teams to drive quarterly planning schedule and cadence, facilitate contention management and prioritisation forums, and ensure transparent decision-making communication
Support Enterprise Services portfolio governance activities as directed
Assist the Portfolio & Planning team in facilitating demand requests
Support the Head of Portfolio & Planning and internal Enterprise Services stakeholders to establish and maintain portfolio governance, uplift planning capability, and coordinate strategic planning activities across Enterprise Services
Activities such as data analysis, pack preparations, facilitating forums, minute & action taking, and ensuring all portfolio-level commitments are met

What we offer

PostPerks Platform

Fulltime

Global Discretionary Product Specialist

GPB is expanding its offshore footprint across multiple sites. This Discretionar...

Location

Poland

Salary:

Not provided

HSBC

Expiration Date

January 10, 2026

Requirements

Minimum 5 years of experience in portfolio management support and/or Marketing and/or back/middle/front office support function
An understanding of Banking/Investment products
Strong project and process experience
Pro-active attitude towards problem solving, stakeholders needs and control
Good organization skills with strong attention to details
Hard working and quick learning person with ability to deliver under time constraints
IT knowledge, very good skills with Microsoft Excel and Powerpoint
Fluency in English
Able to build and maintain collaborative working relationships within HSBC Private Banking

Job Responsibility

Developing and executing marketing strategies to promote our DPM services
Maintaining and updating discretionary websites and SharePoint
Identifying opportunities to streamline marketing processes
Developing and producing high quality marketing material
Performing portfolio reviews and portfolio analysis
Assist in developing personalised and relevant discretionary content
Addressing general requests from Discretionary and front office teams
Contribute to the strategic positioning and development of the discretionary mandate business
Support the launch of new discretionary solutions
Review existing discretionary solutions

What we offer

Competitive salary
Annual performance-based bonus
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)
Corporate parties & events
CSR initiatives
Financial support with trainings and education

Fulltime

Credit Product Strategy & Plan Specialist

The CPSO team manages credit monitoring, portfolio management, collateral manage...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstratable financial services experience, including 6-9 years in Banking or FI Industry
Deep knowledge of Wholesale Credit Processes and Policies spanning the Credit Risk Value Chain
Sound and thorough knowledge of Citi's systems
Significant experience in preparing presentations for seniors
Outstanding awareness and adherence to the control environment

Job Responsibility

Effective Issue Resolution & Risk Mitigation by providing testing support to resolve MRAs/CAPs (Corrective Action Plans) and SIIs (Self-Identified Issues)
Support Portfolio Manager and Assistant Portfolio Manager in Partnership and Continuous engagement with applicable regional and industry stakeholders for effective Issue resolution and Risk Mitigation
Implementation of best practices inline with established guidelines to drive operational consistency
Ensure on-time adoption and continued improvement of the Credit Risk Process Digitalization platforms
Ensure timely completion of projects within the CPSO book of work
Following established governance mechanisms/controls to prevent recurrence of issues
Identify scope to leverage new age tools to optimize processes
Ensure ongoing and timely feedback and coaching of Associates and Senior Analysts
Actively participate in Learning, Development and Training opportunities
Support CPSE VoE Engagement, Belonging (DEI), and Leadership scores

What we offer

Equal opportunity employer
Best-in-class global benefits
Learning and development opportunities

Fulltime

Portfolio Assistant

Robert Half

Location:
United States, Newark

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 26, 2025

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