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Crude Oil & Futures Trading | Trading Strategies & Guidance

Tag: Portfolio

  • Director of Portfolio Accounting – Top Performing Fund; $125-175K

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    Our client, a top performing asset manager in Fairfield County, CT, seeks a portfolio accounting manager to drive process improvement and lead a portfolio accountant team responsible for pricing, valuations and NAVs, monthly reconciliations, calculation of performance and client reporting. The portfolio accounting manager will identify areas for process improvement, develop solutions and oversee the prioritization and implementation of those solutions. The portfolio accounting manager will take ownership of the portfolio accounting metrics by reviewing and creating metrics to identify problems and provide transparency. The portfolio accounting manager should have strong leadership skills who enjoys mentoring and bringing out the best in staff performance. For immediate consideration please e-mail resume in MS word format to [Click Here to Email Your Resumé]

    Founded in 1948, Robert Half Finance & Accounting is the world’s first and largest specialized financial recruitment service. We specialize in placing experienced professionals in all areas of accounting, finance, credit and collections, bookkeeping, payroll, audit and taxation. For more than 60 years, we have developed lasting relationships with the industry-leading companies we serve, which gives us access to the best career opportunities for our candidates.

    Our parent company, Robert Half International (NYSE: RHI), was the first company in the staffing industry to be added to the S&P 500. We are consistently named to FORTUNE® magazine’s “World’s Most Admired Companies” list and the Forbes Platinum List, and were recently added to The Forbes Global 2000 listing of the world’s largest companies. Robert Half Finance & Accounting is an Equal Opportunity Employer.

    Requirements BS from a competitive school with strong GPA; Masters preferred
    CPA

    8+ years relevant accounting experience (portfolio accounting, fund accounting, partnership accounting, reconciliation/valuation expertise, or CPA out of a Fund Administrator).

    Experience managing a staff of at least 10 individuals. Experience creating staff performance metrics, evaluating staff performance, hiring.

    Extensive experience evaluating accounting processes and procedures, creating controls.

    Strong communication and leadership skills

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  • Portfolio Management Team Leader

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    Employment Type: Regular

    Full/Part Time: Full-time

    Division: Division Risk Management

    Job Description: GENERAL FUNCTION: Provides support to relationship managers, often with large portfolios that have very complex degree of difficulty, in their daily duties in underwriting and monitoring credit, existing and proposed credit requests, providing high level customer service support, assisting in cross sell effort and performing special projects for the Credit Officer or Senior Credit Officer. Reviews documentation required for the processing of loans, reviews status of existing loans, takes appropriate action on loans that are mature or past due, and assists relationship managers in loan closings. Reviews and underwrites loan portfolios, assuring compliance with loan policy and credit quality standards. Assigns, with the assistance of the Credit Dept, the proper credit risk grade to loans. The Portfolio Management Team Leader is typically utilized in affiliates where the majority of loans are of moderate to advanced complexity.

    ESSENTIAL DUTIES & RESPONSIBILITIES: * Supports the Department Manager, Team Leader, and/or Relationship Managers in their sales and credit underwriting efforts including industry and company research, Blue memo preparation and assisting in the sales proposal process, including accompanying the Relationship Managers on customer and prospect calls, and various other sales/customer oriented projects. This position would include loan approval authority up to a certain loan amount. * Supports the Relationship Manager in monitoring customer performance, abilities, and industry to determine that loan is an acceptable risk. This will consist of but not be limited to statement, covenant and insurance tracking, Dual Risk Rating updates, and Admin Loan Status Report updating and other commercial scorecard items. * Completes all requirements of loan bookings, to include all preparation, review, documentation and filing. * Develops a working knowledge of all customers, businesses, and prospect opportunities. * Responsible for all loan document preparation, including third party document coordination, completion and review. * Collects and reviews all required collateral information. * Reviews current account status, to include but not limited to, Past Due accounts and Notes Matured. Makes appropriate recommendations for these accounts. * Approves or rejects loans within specified credit limits. Engages the Credit Officer on more complex loans. * Establishes, implements and manages administrative and review systems and procedures to protect the quality and profitability of the loan portfolio. * Identifies potential problem credits working with loan workout specialists to restructure the credit and/or minimize the losses. * Monitors and reports loan payment delinquencies and past due maturities of loan obligations. * Recommends additions to Administrative loan list, non-accrual and charge-off status. * Advises and implement a strategy for loans identified as an ‘exit’. * Advises credit and loan personnel of the company’s overall lending policy, noting significant trends and recommending policy changes if necessary. * Establishes workflow priorities within Credit Services. * Ensures proper documentation is received on all credit relationships. * Provides training and education for junior Portfolio Managers, Credit Analysts and Credit Services personnel. SUPERVISORY RESPONSIBILITIES: * Responsible for the supervision and management of assigned staff, which may include Small Business Underwriters, Lending Officers, Workout Officers, Credit Analysts or other support staff. * Helps establish, implement and monitor the credit department portfolio goals and objectives. * May be responsible for staffing, performance reviews, scheduling, disciplinary actions and termination of employees.

    Requirements MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor’s degree in accounting, finance or economics preferred or equivalent work experience required. * Typically requires 8 -10 years experience in credit or commercial banking. * Deep understanding of credit policies, procedures and decisioning tools. * Familiarity with the Bank’s internal applications is a plus. * Requires strong oral, written communication, and negotiation skills. * PC proficiency with Windows based word processing and spreadsheet applications.

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  • Assistant Equity Portfolio manager

    My client is one of the world’s largest asset management firms currently looking to add to their team based in Hong Kong. The client has…

    View full post on All Trading Jobs: eFinancialCareers.com

  • Director of Portfolio Accounting – Top Performing Fund

    Apply for Job Here

    Classification: Full-time

    Compensation: $125000 to $175000 per year

    Our client, a top performing asset manager in Fairfield County, CT, seeks a portfolio accounting manager to drive process improvement and lead a portfolio accountant team responsible for pricing, valuations and NAVs, monthly reconciliations, calculation of performance and client reporting. The portfolio accounting manager will identify areas for process improvement, develop solutions and oversee the prioritization and implementation of those solutions. The portfolio accounting manager will take ownership of the portfolio accounting metrics by reviewing and creating metrics to identify problems and provide transparency. The portfolio accounting manager should have strong leadership skills who enjoys mentoring and bringing out the best in staff performance. For immediate consideration please e-mail resume in MS word format to [Click Here to Email Your Resumé]

    Founded in 1948, Robert Half Finance & Accounting is the world’s first and largest specialized financial recruitment service. We specialize in placing experienced professionals in all areas of accounting, finance, credit and collections, bookkeeping, payroll, audit and taxation. For more than 60 years, we have developed lasting relationships with the industry-leading companies we serve, which gives us access to the best career opportunities for our candidates.

    Our parent company, Robert Half International (NYSE: RHI), was the first company in the staffing industry to be added to the S&P 500. We are consistently named to FORTUNE® magazine’s “World’s Most Admired Companies” list and the Forbes Platinum List, and were recently added to The Forbes Global 2000 listing of the world’s largest companies. Robert Half Finance & Accounting is an Equal Opportunity Employer.

    Requirements BS from a competitive school with strong GPA; Masters preferred
    CPA
    8+ years relevant accounting experience (portfolio accounting, fund accounting, partnership accounting, reconciliation/valuation expertise, or CPA out of a Fund Administrator).
    Experience managing a staff of at least 10 individuals. Experience creating staff performance metrics, evaluating staff performance, hiring.
    Extensive experience evaluating accounting processes and procedures, creating controls.
    Strong communication and leadership skills

    Apply for Job Here

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  • Junior Fixed Income Portfolio Manager

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    Global Investment Bank’s institutional asset management arm with over $7bn of long/short assets under management is looking for candidates to fill the position of Fixed Income Portfolio Manager. The Fixed Income Portfolio Manager will have a philosophy of excellence and client focus. Our client is the Premier liquid alpha delivery, cross asset tactical asset allocation firm and are growing their efforts in the U.S. This position is VP level.

    Expectations:

    Most immediately candidate will be expected to manage a money market portfolio (Candidate will not be expected to do trade execution).

    Candidate will also be expected to assist with the investment management team’s effort in putting together client portfolios / investment solutions.

    Additionally, candidate will be expected to assist in the implementation and execution of current investment /strategies / asset allocations across portfolios

    Requirements

    * Fixed Income cash management exp (3-5yrs)
    * Ideally, candidate will have experience managing money market assets both long/short as well as US and non US
    * Prior experience working for a top tier asset manager
    * CFA preferable
    * Experienced in managing sizable assets
    * Excellent flexible attitude is a must!

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  • Portfolio Analyst: $35-45K

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    Classification: Full-time Compensation: $35,000 to $45,000 per year

    A Portfolio Analyst is needed for locally headquartered company. The Portfolio Analyst will analyze asset classes and fund returns for various managers while ensuring the accuracy of the funds. Other duties will include maintaining investment records, processing data and preparing reports for management. This role will also be involved in monthly and quarterly performance reports and related special projects. This company offers excellent benefits and compensation along with a very stable work environment.

    Founded in 1948, Robert Half Finance & Accounting is the world’s first and largest specialized financial recruitment service. We specialize in placing experienced professionals in all areas of accounting, finance, credit and collections, bookkeeping, payroll, audit and taxation. For more than 60 years, we have developed lasting relationships with the industry-leading companies we serve, which gives us access to the best career opportunities for our candidates.

    Our parent company, Robert Half International (NYSE: RHI), was the first company in the staffing industry to be added to the S&P 500. We are consistently named to FORTUNE® magazine’s “World’s Most Admired Companies” list and the Forbes Platinum List, and were recently added to The Forbes Global 2000 listing of the world’s largest companies. Robert Half Finance & Accounting is an Equal Opportunity Employer.

    Requirements Applicants for the Portfolio Analyst must have 3+ years of financial services experience. A Bachelor’s degree is also required. To apply, please contact Allison Beard at (585) 232-6055 or [Click Here to Email Your Resumé].

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  • Portfolio Analyst; $55-65K

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    Classification: Full-time

    Compensation: $55000 to $65000 per year

    Portfolio Analyst needed for locally headquartered company. The Portfolio Analyst will analyze asset classes and fund returns for various managers while ensuring the accuracy of the funds. Other duties will include maintaining investment records, processing data and preparing reports for management. This role will also be involved in monthly and quarterly performance reports and related special projects. This company offers excellent benefits and compensation along with a very stable work environment. Ideal candidates must have 3+ years financial services experience. BA or BS required. For immediate consideration please contact Steve Fields at [Click Here to Email Your Resumé] or call at 919-787-8226 or fax to 919-782-9625.

    Founded in 1948, Robert Half Finance & Accounting is the world’s first and largest specialized financial recruitment service. We specialize in placing experienced professionals in all areas of accounting, finance, credit and collections, bookkeeping, payroll, audit and taxation. For more than 60 years, we have developed lasting relationships with the industry-leading companies we serve, which gives us access to the best career opportunities for our candidates.

    Our parent company, Robert Half International (NYSE: RHI), was the first company in the staffing industry to be added to the S&P 500. We are consistently named to FORTUNE® magazine’s “World’s Most Admired Companies” list and the Forbes Platinum List, and were recently added to The Forbes Global 2000 listing of the world’s largest companies. Robert Half Finance & Accounting is an Equal Opportunity Employer.

    Requirements 3+ years financial services experience. BA or BS required.

    Apply for Job Here

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  • Portfolio Manager / Trader: $70-80K

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    Classification: Full-time. Compensation: $70000 to $80000 per year

    Come join a very progressive and financially successful company that is a great place to work. Looking for a Portfolio Manager/Trader in a
    Wealth Management firm. If you are looking for new opportunities, please e-mail your resume directly to [Click Here to Email Your Resumé] or call Michelle Markoya at 503.222.9827.

    Portfolio Manager/Trader

    Wealth Management firm is looking for a Portfolio Manager/Trader to join its investment policy committee and to implement the committee’s investment decisions in client accounts.

    A detail oriented person is critical to this position, as is the ability to operate efficiently in an environment that can be fast paced and demanding. Experience with Portfolio Center is a must and trading experience via Fidelity Advisor Channel or Schwab Institutional is preferred.

    Responsibilities:

    Monitor and review client Investment Policy Statements
    Create and track portfolio models
    Account re-balancing
    Submitting trade lists
    Implement trades for all client accounts.
    Data reconciliation
    Review client employer retirement accounts and recommend allocation changes
    Research best of class no-load fund and ETF choices to fill in asset allocation goals

    Skills
    • Minimum 4 years relevant experience portfolio management or trading.
    • Graduate level degree and/or CFA/CFP® preferred.
    • Experience and demonstrated skill in fundamental analysis and financial statement analysis.
    • Performance driven, passionate about investing, ability to adapt quickly to rapidly changing market environments, curious, and self-motivated.
    • Effective interpersonal skills to help foster a culture of teamwork and knowledge sharing.
    • Expertise in Excel
    • Familiarity with trade order management systems, ability to quickly learn/master our internal trading systems and work seamlessly with our back office
    • Has a personal commitment towards keeping with the overall corporate philosophies and values of the organization
    • Understanding of global markets and business environments
    Please send your resume to [Click Here to Email Your Resumé]

    Founded in 1948, Robert Half Finance & Accounting is the world’s first and largest specialized financial recruitment service. We specialize in placing experienced professionals in all areas of accounting, finance, credit and collections, bookkeeping, payroll, audit and taxation. For more than 60 years, we have developed lasting relationships with the industry-leading companies we serve, which gives us access to the best career opportunities for our candidates.

    Our parent company, Robert Half International (NYSE: RHI), was the first company in the staffing industry to be added to the S&P 500. We are consistently named to FORTUNE® magazine’s “World’s Most Admired Companies” list and the Forbes Platinum List, and were recently added to The Forbes Global 2000 listing of the world’s largest companies. Robert Half Finance & Accounting is an Equal Opportunity Employer.

    Requirements Bachelors Degree in Accounting or Finance

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  • Quantitative Traders and Portfolio Manager Required – Award Winning Hedge Fund % of PnL – NYC

    My client is one of Asia’s leading Hedge Funds, focusing on quantitative trading strategies. They have recently opened an office in NYC and are looking to replicate their remarkable success in the Asian markets in the US.

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