Talent.com
Senior Consultant, Portfolio Management

Senior Consultant, Portfolio Management

VirtualVocationsEscondido, California, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Sr. Consultant, Portfolio Management.

Key Responsibilities

Support technology enhancements and guide prioritization of tool and system improvements

Lead the development of strategic business requirements for scalable initiatives

Identify and prioritize opportunities for process improvement and facilitate change adoption

Required Qualifications

5-7 years of experience in Business Process Improvement or related project management

Proficiency in Underwriting systems, tools, and processes

Strong knowledge of Microsoft Excel; VBA coding is a plus

Experience or understanding of Agile IT development methodology

4 Year / Bachelor's degree or equivalent work experience

serp_jobs.job_alerts.create_a_job

Senior Management Consultant • Escondido, California, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Actuarial Consultant

Actuarial Consultant

VirtualVocationsChula Vista, California, United States
serp_jobs.job_card.full_time
A company is looking for an Actuarial Consultant ALDP - Remote.Key Responsibilities Set monthly reserves for various Medicare products Assist Appointed Actuaries in preparing Actuarial Opinion M...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer

Remote Financial Planner - AI Trainer

Data AnnotationTemecula, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer

Remote Financial Analyst - AI Trainer

Data AnnotationTemecula, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Retirement Plan Consultant

Retirement Plan Consultant

VirtualVocationsEscondido, California, United States
serp_jobs.job_card.full_time
A company is looking for a Retirement Plan Administration Consultant.Key Responsibilities Manage a portfolio of 401(k) client relationships as the primary point of contact Perform annual complia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Sr. Portfolio Manager

Sr. Portfolio Manager

JobotSan Diego, CA, US
serp_jobs.job_card.permanent
Join A Leading Commercial Real Estate Company!.This Jobot Job is hosted by : Jeffrey Skarvan.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $120,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Associate - Portfolio Management

Senior Associate - Portfolio Management

StepStone GroupLa Jolla, CA, US
serp_jobs.job_card.full_time
Senior Associate - Portfolio Management.We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's inv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer

Remote Finance Advisor - AI Trainer

Data AnnotationTemecula, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Director of Portfolio Administration

Director of Portfolio Administration

VirtualVocationsChula Vista, California, United States
serp_jobs.job_card.full_time
A company is looking for a Director, Portfolio Administration.Key Responsibilities Serve as the primary point of contact for key client accounts and ensure exceptional sales delivery Lead the de...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Senior Manager of FP&A

Senior Manager of FP&A

VirtualVocationsEscondido, California, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Manager, Financial Planning & Analysis (FP&A).Key Responsibilities Provide FP&A finance support related to productivity, demand planning, and KPI reporting Iden...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Consultant, Portfolio Management

Senior Consultant, Portfolio Management

VirtualVocationsEl Cajon, California, United States
serp_jobs.job_card.full_time
Consultant, Portfolio Management.Key Responsibilities Support technology enhancements and guide prioritization of tool and system improvements Lead the development of strategic business requirem...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Investor Services Consultant

Investor Services Consultant

VirtualVocationsOceanside, California, United States
serp_jobs.job_card.full_time
A company is looking for an Investor Services Consultant.Key Responsibilities Coordinate investor onboarding processes and maintain accurate records in client systems Manage ongoing account acti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer

Remote Finance Director - AI Trainer

Data AnnotationVista, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Actuarial Consultant

Senior Actuarial Consultant

VirtualVocationsChula Vista, California, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Actuarial Consultant to support the delivery of actuarial services with a focus on post-employment benefit plans. Key Responsibilities Lead actuarial services for...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Principal Post-Sales Consultant

Principal Post-Sales Consultant

VirtualVocationsEscondido, California, United States
serp_jobs.job_card.full_time
A company is looking for a Principal Post-Sales Solution Consultant, Platform.Key Responsibilities Lead the end-to-end platform implementation process, ensuring timely and successful deployments ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer

Remote Senior Financial Analyst - AI Trainer

Data AnnotationTemecula, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Commercial Portfolio Manager

Commercial Portfolio Manager

VirtualVocationsOceanside, California, United States
serp_jobs.job_card.full_time
A company is looking for a Commercial Portfolio Manager II, Franchise Finance.Key Responsibilities Manage credit risk for commercial clients by analyzing financial statements and monitoring loan ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Senior Solutions Consultant

Senior Solutions Consultant

VirtualVocationsChula Vista, California, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Solutions Consultant to drive adoption of lending partners to their platform.Key Responsibilities Work with prospective funding partners to find optimal lending ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Portfolio Manager

Portfolio Manager

VirtualVocationsEl Cajon, California, United States
serp_jobs.job_card.full_time
A company is looking for a Portfolio Manager - BBLC.Key Responsibilities Assist in portfolio management activities for loans over $500,000 Analyze financial statements and perform credit underwr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Manager, Portfolio Execution

Senior Manager, Portfolio Execution

RWE GruppeSan Diego, CA, United States
serp_jobs.job_card.full_time +1
To start as soon as possible, full time, permanent.Lead the outreach, response, engagement and contracting with potential Offtakers around specific projects. Provide financial optimization and leade...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
CRE Portfolio Manager II - Affordable Housing

CRE Portfolio Manager II - Affordable Housing

Banner BankCarlsbad, CA, United States
serp_jobs.job_card.permanent
More than 135 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30