Investment Portfolio Manager
3 days ago
We are seeking an experienced Investment Portfolio Manager to support our portfolio managers in handling client accounts. This role involves interacting with clients directly to manage their accounts, including cash and security distributions, generating scheduled and ad-hoc reports, and maintaining our CRM database.
The successful candidate will work closely with the portfolio managers, custodian banks, and securities firms to manage, record, and reconcile trading and securities information. The position requires strong account management and customer service skills, as well as data analytics and quantitative analysis abilities related to the investment process.
Responsibilities- Record and process trades and portfolio transactions using our financial software system.
- Create new client accounts and maintain accurate records.
- Generate routine, special, and ad-hoc client reports.
- Support portfolio managers in special client projects.
- Provide general administrative support as needed.
- Proficient in Microsoft Office (Word and Excel).
The estimated salary for this position is $70,000 - $90,000 per year, based on location and experience.
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Investment Management Analyst
2 weeks ago
Dudley, Dudley, United Kingdom Nichols College Full timeApril Housing, a leading owner and operator of high-quality affordable housing in the United States, is seeking an Investment Management Analyst to support its mission. As an analyst, you will contribute to investment decisions on acquisitions, dispositions, and preservation efforts.The estimated salary for this role is $25-$30 per hour, based on industry...
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Strategic Investment Partner
2 weeks ago
Dudley, Dudley, United Kingdom Nichols College Full timeAt Nichols College, we empower entrepreneurs with the confidence and tools to navigate the complexities of building a business. Our team is dedicated to ensuring they have the foundation to grow with clarity and purpose. Investment Opportunities We are seeking an Investment Partner to collaborate with our network of investors, startups,...
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Internship in Impact Investing
2 weeks ago
Dudley, Dudley, United Kingdom Nichols College Full timeAbout the OpportunityThis internship provides a unique opportunity for students to gain hands-on experience in impact investing, financial inclusion, and microfinance. As a member of the Accion Emerge team, you will have the chance to work with experienced professionals, develop your skills, and contribute to the development of sustainable companies that...
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Portfolio Management Specialist
1 week ago
Dudley, Dudley, United Kingdom Bennett and Game Recruitment LTD Full timeJob DescriptionWe are seeking an experienced Portfolio Management Specialist to join our team at Bennett and Game Recruitment LTD in Dudley. The ideal candidate will have a strong background in financial management and be able to drive the team forward with maximum efficiency.The role involves managing a portfolio of clients and providing exceptional quality...
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Portfolio Management Specialist
2 weeks ago
Dudley, Dudley, United Kingdom Bennett and Game Recruitment LTD Full timeAbout the RoleWe are looking for a Portfolio Management Specialist to join our team in Dudley. As an experienced auditor, you will be responsible for leading a team and optimizing project efficiency.You will be working closely with clients to ensure high-quality service delivery and collaborating with the team to achieve objectives.The salary for this role...
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Dudley Portfolio Manager
1 week ago
Dudley, Dudley, United Kingdom Bennett and Game Recruitment LTD Full timeAbout the RoleWe are looking for an experienced Audit Manager to lead our Dudley-based team in delivering high-quality services to our clients. Key responsibilities include managing client portfolios, developing strategic plans, and fostering a collaborative team environment.As an Audit Manager at Bennett and Game Recruitment LTD, you will have the...
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Portfolio Management Trainee
1 week ago
Dudley, Dudley, United Kingdom Nichols College Full timeAbout the RoleWe are seeking highly motivated and detail-oriented students to join our team as Investment Banking Summer Analysts. As a key member of the team, you will be responsible for evaluating and analyzing the financial needs of corporate clients, developing financial models, marketing materials, and presentations.You will also have the opportunity to...
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Personal Tax Portfolio Manager
15 hours ago
Dudley, Dudley, United Kingdom Clark Wood - Tax Recruitment Full timeRole ProfileA Personal Tax Supervisor is required to join our client's Private Client Tax Team in Dudley.Job DescriptionYou will manage a diverse portfolio of Personal Tax and Trust clients, providing tax advice and supervision to junior staff. Key responsibilities include preparation and review of personal tax returns, providing guidance, training, and...
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Specialist Mortgage Portfolio Manager
2 weeks ago
Dudley, Dudley, United Kingdom KFS Recruitment Full timeMain Responsibilities:Product Development: Oversee the creation of our mortgage portfolio, recommending new product launches and enhanced criteria.Pricing Optimization: Ensure our mortgage and retention products are priced to achieve financial objectives.Process Improvement: Develop efficient processes and systems to enhance agility in making changes to...
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Auditing and Research Assistant
2 weeks ago
Dudley, Dudley, United Kingdom Nichols College Full timeAbout the RoleAccion Emerge is seeking a skilled intern to assist in their annual audit process. As a key member of the team, you will play a critical role in supporting the Portfolio Manager in conducting research, developing economic forecasting models, and updating Investment Memos.This is an exceptional opportunity for students interested in impact...
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Commercial Insurance Expert
3 weeks ago
Dudley, Dudley, United Kingdom Get Recruited Ltd Full timeWe are currently seeking a highly skilled Commercial Insurance Expert to join our team at Get Recruited Ltd. As a key member of our underwriting team, you will be responsible for managing and growing a portfolio of complex risks that fall outside the standard model.About the RoleThis is an exceptional opportunity for someone with a passion for commercial...
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Venture Capital Expert
2 weeks ago
Dudley, Dudley, United Kingdom Nichols College Full timeNichols College is committed to empowering entrepreneurs with the confidence and tools to navigate the complexities of building a business. We seek a highly skilled Investment Partner to join our team and contribute to driving growth and profitability through strategic investments. Investment Strategy As an Investment Partner, you will...
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Financial Modeling Intern
2 weeks ago
Dudley, Dudley, United Kingdom Nichols College Full timeOverviewAccion Emerge seeks a highly motivated intern to support their annual audit process. This is an excellent opportunity for students interested in impact investing, financial inclusion, and microfinance to gain hands-on experience in economic modeling, forecasting, and research.The ideal candidate will be able to work independently, think critically,...
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Financial Analyst Intern
2 weeks ago
Dudley, Dudley, United Kingdom Nichols College Full timeAbout April Housing">April Housing is a leading owner and operator of high-quality affordable housing throughout the United States. As an asset management business, it oversees Blackstone's affordable housing and LIHTC portfolio. The company preserves critical affordable housing stock while providing best-in-class management and high-quality housing.In its...
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Client Account Specialist
3 days ago
Dudley, Dudley, United Kingdom Nichols College Full timeAbout UsNichols College is a leading provider of investment services, committed to delivering exceptional results for our clients. We are seeking a talented Client Account Specialist to join our team and contribute to our continued success.Job DescriptionThis role involves managing client relationships, processing trades and transactions, and maintaining...
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Corporate Development Analyst
3 days ago
Dudley, Dudley, United Kingdom Nichols College Full timeNichols College is a leading global private markets specialist offering tailored investment solutions and advisory services. Our cutting-edge platform empowers our clients to succeed across sectors, strategies, and geographies.Job SummaryThe Portfolio Impact Summer Analyst will collaborate with our Portfolio Impact team to support portfolio companies through...
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Accounts Receivable Manager
1 week ago
Dudley, Dudley, United Kingdom Transformation Unit Full timeJob OverviewAn exciting opportunity has arisen to join the Transformation Unit as a key part of our Revenue Recovery Department. The post holder will manage their own customer portfolio and provide support to the Finance Team.Main ResponsibilitiesDeliver a high standard of revenue recovery portfolio management.Manage designated client portfolios including...
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Real Estate Portfolio Manager
3 days ago
Dudley, Dudley, United Kingdom Nichols College Full timeCompany Overview">At First Hawaiian Bank, we take pride in our longstanding commitment to both our team and the communities we serve. With over 165 years of experience, we have consistently been recognized as one of the "Best Places to Work in Hawaii" for 13 consecutive years.We prioritize the 3 C's – Caring, Character and Collaboration – ensuring a...
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Audit Manager Position
4 weeks ago
Dudley, Dudley, United Kingdom Bennett and Game Recruitment LTD Full timeAbout the JobBennett and Game Recruitment LTD is seeking an experienced Audit Manager to join their team. As a key member of the team, the successful candidate will be responsible for managing a portfolio of clients, delivering high-quality audit services, and leading a team of audit staff. The ideal candidate will have a strong background in accountancy,...
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Financial Services Manager
1 week ago
Dudley, Dudley, United Kingdom Bennett and Game Recruitment LTD Full timeJob TitleAudit Manager required.We are seeking an experienced Financial Services Manager to join our team at Bennett and Game Recruitment LTD in Dudley. The ideal candidate will have a strong background in financial management and be able to drive the team forward with maximum efficiency.The role involves managing a portfolio of clients and providing...