8 results for Sr Portfolio Manager in Bridgewater, NJ

Sr Financial Analyst

Princeton, NJ
onsite
Permanent
100000 - 120000 USD / Yearly
100,000 - 120,000 Benefits:<ul><li>Medical, Dental, Vision</li><li>Competitive Salary, Annual Bonuses, 401(k) with Company Match, and Business Travel Reimbursement</li><li>Flexible work environment</li><li>Tuition Reimbursement</li><li>PTA</li><li>Casual Fridays</li><li>In house technical training</li></ul> Responsibilities:• Conduct in‑depth financial analysis, including reviewing financial statements, performing scenario modeling, and identifying key trends.• Build and maintain sophisticated financial models to support strategic initiatives and resource planning.• Develop dashboards and standardized reporting tools using Excel, Power BI, and other analytics platforms to produce clear, actionable insights.• Track and evaluate key performance indicators (KPIs) and operational drivers to highlight opportunities for improvement.• Assist in the budgeting process by collaborating with department leaders to align spending with organizational priorities.• Prepare monthly management discussion & analysis (MD&A) reports for senior leadership and relevant stakeholders.• Work across departments to ensure financial data is consistent, accurate, and aligned with reporting standards.• Support the preparation of financial presentations and reports for board meetings and other executive forums.• Contribute to long‑range planning by creating dynamic models and evaluating various growth scenarios.• Identify opportunities to enhance reporting processes and design new tools that improve data visibility and analytical efficiency.
2026-03-09T00:00:00Z

Portfolio Management Associate - Wealth Management

New York, NY
onsite
Permanent
110000 - 130000 USD / Yearly
Our Wealth Management client is looking for a skilled Portfolio Management Associate to join the team in midtown Manhattan, New York. This role involves collaborating closely with the Head of Investments and Wealth Advisors to oversee and manage client portfolios, perform asset allocation and execute trades utilizing a centralized trading platform, Envestnet Tamarac. The ideal candidate will ensure portfolio strategies align with investment policies and client objectives across diverse asset classes, including equities, fixed income, and alternative investments. The role requires 3 days per week in the midtown Manhattan office and 2 days work from home. Responsibilities:• Collaborate with Wealth Advisors and the investment team to maintain client portfolios in alignment with asset allocation targets, including tasks such as rebalancing, investing cash, raising funds for distributions, and tax loss harvesting.• Oversee and manage the trading platform, Envestnet Tamarac, ensuring account maintenance, trade settings, and reconciliation are completed accurately.• Execute firmwide trading initiatives efficiently, including block trading.• Actively participate in the firm's Investment Committee, contributing to strategic decisions.• Build and maintain relationships with third-party investment solution providers, such as FactSet.• Monitor and analyze portfolio performance to provide insights that support investment strategies.• Ensure compliance with investment policies and regulatory requirements.• Provide detailed reporting and updates to clients and stakeholders regarding portfolio management activities.
2026-02-26T00:00:00Z

Portfolio Analyst

Staten Island, NY
onsite
Permanent
110000 - 120000 USD / Yearly
110,000 - 120,000 benefits:<ul><li>hybrid</li><li>health</li><li>dental</li><li>vision</li><li>paid time off</li></ul>Our client, a rapidly expanding financial services company based in Staten Island, is seeking a Portfolio Analyst to join their team. This is an excellent opportunity for a detail‑oriented candidate looking to grow within a collaborative and stable organization. Key Responsibilities<ul><li>Analyze and monitor a portfolio of restructured loans and commercial credits.</li><li>Conduct thorough credit analysis, risk assessments, and ongoing portfolio reviews.</li><li>Track and evaluate loan repayment performance, identifying trends, issues, and variances.</li><li>Prepare regular portfolio reports and recommend actions to mitigate risk.</li><li>Partner with internal teams to support underwriting, compliance, and lending decisions.</li></ul>Qualifications<ul><li>4+ years of experience in credit analysis, loan restructuring, workout, or portfolio management.</li><li>Strong analytical and financial modeling skills.</li><li>Experience monitoring loan performance and repayment activity.</li><li>Bank credit training strongly preferred.</li><li>Excellent communication skills and ability to interpret complex financial data.</li></ul>This company offers an excellent benefits and compensation package. To apply email a resume in a word format. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity.
2026-02-27T00:00:00Z

Sr. Finance Manager

Pennsauken, NJ
onsite
Permanent
160000 - 185000 USD / Yearly
Rapidly growing P/E firm seeks a proactive and strategic Sr. Finance Manager to focus on FP&A (budgets, forecasts, modeling). The Sr. Finance Manager will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, you will also perform ROI analysis, create and maintain complex financial models, provide leadership where needed, develop KPIs, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P&L expertise, and advanced budgeting skills. What you get to partake in:· Oversee day-to-day financial operations including general accounting, budgeting, and forecasting· Lead the budgeting, financial forecasting/ reporting process· Collaborate with internal teams to access financial performance and cost efficiency· Analyze financial data and prepare monthly, quarterly, annual reports· Coordinate with management team on profit loss analysis· Manage the audit process and work with external auditors as needed· Report on various investment analysis· Develop financial models and pricing strategies to support sales and margin improvement· Implement internal controls and financial procedures to safeguard company assets
2026-02-24T00:00:00Z

Sr. Fund Associate

Jersey City, NJ
onsite
Permanent
120000 - 140000 USD / Yearly
Senior Associate, Fund Finance The Fund Finance group is responsible for the fund performance analysis and all aspects of accounting and reporting related to the Faropoint Real Estate funds, with a focus on supporting operational and business planning in a dynamic, fast-paced environment. Responsibilities Review and prepare quarterly and annual financial statement packages including investor capital reporting Conduct variance analysis of financial results against budgets, forecasts, and actuals, identifying key drivers and effectively communicating insights to stakeholders Financial analysis and delivery of KPI’s on an ongoing basis to all stakeholders (senior management, investors, lenders, regulators, etc.) Coordinate all aspects of Fund administration related to managing Funds with external administrators and advisors Manage the Fund Sources & Uses, spanning multiple Funds in both the investment period and value creation stages of a Fund’s lifecycle Monitor the Fund LPA and loan limitations compliance and covenant monitoring and reporting Partner with various departments to lead monthly & quarterly close and process improvements Coordinate and oversee tax and regulatory filings, ensuring timely and accurate preparation and filing of all required tax returns for the Fund Implement and utilize technology and outsourced solutions to enhance efficiencies and controls Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations Required Qualifications 4+ years of experience in public accounting or private equity fund finance/accounting required, demonstrating a solid foundation in financial analysis and accounting principles – real estate/private equity experience is preferred Demonstrated background in FP&A, corporate finance and/or real estate private equity-related roles is a plus Enthusiasm for problem-solving and the ability to think critically and independently, even in situations with limited direction and ambiguity Self-starter, who independently drives projects to completion by self-sourcing information and leveraging all available resources Proactively driven and self-motivated, showcasing a track record of taking initiative, leading process improvements, and adeptly solving complex problems Distinguished intellectual curiosity with strong desire to continuously learn, improve, and automate existing processes and tackle problems Proven ability to prioritize and lead multiple assignments in a fast-paced environment with efficiency and accuracy Knowledge of financial KPIs, including an understanding of financial statements and private equity fund structures Exceptionally high level of Excel skills High level of data visualization via PowerPoint is required
2026-03-09T00:00:00Z

Sr. Investment Manager & Financial Planning Supervisor

Morristown, NJ
onsite
Permanent
150000 - 200000 USD / Yearly
A reputable Morris County, NJ wealth management firm is currently hiring an Investment & Financial Planning Manager to support their Financial Planners with investment research, portfolio oversight, and financial plan creation & modeling. The Investment & Financial Planning Manager will compiling data and analytics for client discussions, evaluate potential investment and insurance solutions, and support tax planning efforts. Typical responsibilities will include conducing investment and insurance research, assessing model portfolios, supporting bulk trade execution, and navigating tax strategy. Prior experience will include analyzing annuities, life & disability coverage, long-term care products, and reviewing the work of junior staff. The ideal Investment & Financial Planning Manager will have a minimum of 5-7 years' experience in financial services or wealth management, strong analytical skills especially in Excel, and possess a deep knowledge of investments, insurance, and tax. Either a CFP, CFA, or CPA is required, as well as impeccable communication skills. Any combination of CLU, ChFC, Series 6/7, Life & Health are desirable, but not required. Responsibilities:• Conduct comprehensive research on investment markets and products to identify optimal strategies.• Manage and analyze investment portfolios, ensuring alignment with client objectives.• Prepare financial plans and materials for client meetings, addressing complex financial scenarios.• Collaborate on tax planning strategies.• Perform insurance need analyses and document existing policies, including life insurance and annuities.
2026-03-06T00:00:00Z

Sr. Product Manager

Fort Washington, PA
remote
Permanent
125000 - 155000 USD / Yearly
We are looking for an experienced and strategic Senior Product Manager to lead the development and execution of product initiatives for Label Traxx. This role involves crafting a clear product vision, driving a roadmap that aligns with business objectives, and collaborating across teams to deliver impactful solutions that enhance customer value and foster company growth. Ideal candidates will possess industry expertise in labels and packaging, coupled with a strong ability to translate business and customer needs into innovative product strategies. Responsibilities: • Develop and oversee the product vision, strategy, and roadmap for Label Traxx, ensuring alignment with organizational goals. • Collaborate with leadership teams to integrate product initiatives into broader business objectives. • Gather insights from customer feedback, market trends, and competitive analysis to inform product decisions. • Define and prioritize product requirements, including epics and user stories, to guide development efforts. • Work closely with Engineering, UX, Sales, and Support teams to ensure seamless product delivery. • Manage sprint planning, backlog grooming, and release schedules to optimize development workflows. • Establish and monitor key performance indicators to evaluate product success and performance. • Coordinate go-to-market strategies in collaboration with Marketing and Sales teams. • Communicate product updates, strategic plans, and roadmap progress to internal and external stakeholders. • Serve as the subject matter expert for Label Traxx features and industry developments.
2026-03-05T00:00:00Z

Property Mgmt Associate

New York, NY
onsite
Temporary
21 - 21.57 USD / Hourly
We are looking for a dedicated Property Management Associate to join our team in New York, NY. This contract position will last for three months, with the possibility of extension. In this role, you will manage various administrative, financial, and operational tasks to ensure the smooth functioning of property facilities. The ideal candidate will have a strong background in property management and experience with software tools like Angus, Pulse, and P2P. Responsibilities:• Process and manage billable and non-billable work orders, ensuring accurate coding, documentation, and timely completion.• Coordinate monthly financial close-out processes, including report submissions and tenant billing.• Oversee utility billing and submetering processes, verifying data accuracy and ensuring timely uploads.• Maintain and update tenant records and trackers for accurate reporting and service history.• Handle vendor contracts by managing renewals, tracking compliance documentation, and ensuring terms are met.• Prepare and distribute tenant communications, including letters and engineering notifications.• Collaborate with managers on licensing and renewal processes for tenant agreements.• Conduct pricing analysis for parts and services in coordination with engineering teams.• Attend monthly accounting meetings to review arrears and ensure compliance with financial procedures.• Retrieve and upload required departmental documents into internal systems for record-keeping and reporting.
2026-03-02T00:00:00Z