senior portfolio analyst

Avana Companies

<div>Mission: 
The mission of a Credit Analyst, known internally as Portfolio Management Officer, is to monitor assigned loans within the loan portfolio ensuring accurate risk ratings are assigned, identifying early warning signals and recommending appropriate action. Portfolio Management Officers also monitor and administer construction loans in accordance with standards outlined in credit policy. By doing this, they ensure the stability, profitability, and regulatory compliance of the loan portfolio while effectively managing risk and maximizing shareholder value.
Key Results
<ul><li>Maintain 90% compliance rate for loan reviews</li>
<li>QC and process construction draw requests within 5 business days of receiving the inspector&rsquo;s final report</li>
<li>Ensure 100% of loan extensions are processed, or loan is handed over to Special Assets, prior to loan maturity</li>
</ul>
Core Competencies
<ul><li>Analytical Thinking</li>
<li>Attention to Detail</li>
<li>Collaborating with Others</li>
<li>Decision Making</li>
<li>Problem Solving</li>
</ul>
Responsibilities
<ul><li>Conduct periodic credit risk analyses of assigned loans within the loan portfolio, ensuring accurate risk ratings are assigned.</li>
<li>Engage with clients proactively and independently to gather the information necessary to complete analyses and make informed decisions.</li>
<li>Draft and present clear credit in written loan reviews that accurately capture the credit risk of each loan including the financial capacity of the borrower, the performance of the property and the current value of collateral.</li>
<li>Utilize US based resources to assess risk exposure within the loan portfolio, including probabilities of default and loss given default.</li>
<li>Monitor the performance of assigned loans within the loan portfolio, identifying early warning signals and recommending appropriate action.</li>
<li>Conduct industry research and analysis to understand market trends and identify potential risks.</li>
<li>Monitor and administer construction loans, including tracking budgets, monitoring completion schedules, reviewing third-party reports and ensuring draws are funded timely.</li>
<li>Ensure compliance with all relevant laws, regulations and internal policies.</li>
<li>Communicate effectively with internal stakeholders to provide updates on portfolio performance and risk trends.</li>
<li>Stay informed about changes in regulatory requirements and industry best practices to maintain compliance and mitigate legal and regulatory risks.</li>
<li>Travel may be required for training purposes.</li>
</ul>
Requirements
<ul><li>Minimum 3 years of experience in commercial lending, preferably with a focus in commercial real estate and hospitality</li>
<li>Bachelor's degree Finance or Accounting with strong academic record</li>
<li>Strong analytical skills with the ability to interpret complex financial data and identify key risk factors</li>
<li>Ability to work independently with minimal supervision</li>
<li>Strong attention to detail and ability to identify discrepancies in data</li>
<li>Proficiency in financial software, data analytics tools, and spreadsheet applications (such as Excel)</li>
<li>Excellent verbal and written communication skills in English with the ability to articulate findings and recommendations effectively and concisely</li>
<li>Ability to work in a fast-paced and multi-national environment</li>
<li>Ability to multi-task, solve problems and think quickly</li>
<li>Willing to work US hours (i.e. 4:00 pm to 1:00 am Bahrain Time)</li>
<li>Job: Full Time</li>
<li>Type: Usually Work From Office, Friday is working and weekly off is on Saturday &amp; Sunday's.</li>
<li>Holiday: Not Bahrain holidays, it will be mostly US or based on business requirements</li>
<li>Work Permit: Candidate should have required work permit for Bahrain.</li></ul></div>

Credit Analyst / Portfolio Management Officer (Bahrain)

Focus Search and Selection

Product & Portfolio Analyst Are you analytically minded, highly organised, and keen to develop deep expertise in the mortgage market?We're representing a growing specialist mortgage lender that's looking to appoint a Product & Portfolio Analyst to join its expanding team in London.This is a fantastic opportunity for someone early in their mortgage or analytical career who's eager to learn, contribute, and grow with a business that's building something exciting.The RoleYou'll be supporting the design, delivery, and optimisation of mortgage products, working closely with stakeholders across the business. Your analysis and insight will help inform key decisions and ensure the lender remains competitive in the market.Key responsibilities include:<ul><li>Analysing data, market trends, and qualitative research to support product and pricing decisions</li><li>Producing MI and models to inform pricing, credit, and performance reviews</li><li>Supporting product governance and helping prepare documentation for internal sign-off</li><li>Assisting in the management of product, price, and criteria changes from concept through to delivery</li><li>Helping resolve product-related issues or incidents</li></ul>About You<ul><li>Strong numeracy and analytical ability, including working with data and models</li><li>Highly organised with strong attention to detail</li><li>Confident communicator who can build effective relationships across teams</li><li>Curious and proactive, with a genuine desire to learn about the mortgage industry</li><li>Comfortable working in a London office four days per week</li></ul>Desirable but not essential:<ul><li>Knowledge of UK mortgage products, processes, or criteria</li><li>Experience in credit risk, product, or pricing analytics</li></ul>Why Apply?You'll be joining a growing business where your curiosity and initiative are valued. This is a chance to develop your analytical and mortgage knowledge in a fast-moving environment where you'll make a real impact from day one.<img src="https://www.jobg8.com/Tracking.aspx?6yJpQ3Iag%2fH1CNp8gO6CPfSL6vPvGptKt" width="0" height="0" />

Product and Portfolio Analyst

Abdulla Al Rostamani Properties L.L.C.

<div>
 Every employee at Al Rostamani Group plays a role in making a real difference to the business and our customers. We care for our employees by offering them meaningful and purposeful work and an opportunity to grow, learn, contribute and succeed. Today, the Al Rostamani Group has come a long way since its birth in 1957. Our group has grown steadfastly with the guiding principles of Commitment, Care &amp; Vision, alongside a strong sense of active involvement in the community. We are a well-diversified group, with a key presence in industries such as General Trading, Automobiles and Heavy Equipment, Travel, Foreign Exchange, Financial Services, Property Management, Construction, Infrastructure Development and Information Technology Services. Our Group employs approximately 2000 people from 41 different nationalities, which contributes to our multicultural and multi-national environment.
 
 
 Abdulla Al Rostamani Properties is a real estate developer having a diversified scope of activities which include property management, project management, and facilities management in addition to trading in properties.
 
 
 
 Job Purpose
 
 
 
 Create, direct and manage all aspects of property management services and functions in order to enhance income and value.
 
 
 
 
 Job Responsibilities
 
 
 
 
 <ul>
 <li>
 Review and endorse Asset Plans for the entire portfolio in accordance with the objectives and senior management directives including the setting and achieving of Key Performance Indicators
 </li>
 <li>
 Create and endorse operational budgets for the entire portfolio and be responsible for their delivery
 </li>
 <li>
 Manage the legal procedures of dispute cases to minimize rent loss
 </li>
 <li>
 Initiate and execute any marketing and promotional plans as set out by the marketing department and the senior management
 </li>
 <li>
 Provide clear and timely operation and management reports to senior management
 </li>
 <li>
 Introduce and roll out best practice property management across the portfolio
 </li>
 <li>
 Assess market intelligence and provide inputs towards client briefs
 </li>
 <li>
 Review and provide inputs towards concept designs to facilitate build to suit developments
 </li>
 <li>
 In conjunction with the Admin Department, ensure setting up / up gradating and implementation of standards, systems, policies and procedure and prepare for ISO readiness for the Leasing and Property Management department - implement and utilize appropriate property management systems and processes including software systems, accounting systems and other business infrastructure for effective management
 </li>
 <li>
 Input into the FM strategy for the property and manage the execution of appropriate facilities management services and regimes for required physical maintenance and operations of assets, including planned maintenance and lifecycle planning in most effective and cost efficient ways
 </li>
 <li>
 Overview tendering process of various FM contracts and prepare recommendation documents
 </li>
 <li>
 Oversee the implementation of effective energy savings programs
 </li>
 <li>
 Work with the line manager to devise and manage a high level strategy to find solutions for current and future CRE requirements and implement the same
 </li>
 <li>
 Work with FMD to identify and provide additional services to group companies and ensure the best presentation of CRE premises to meet the expectation of the business and brand standards
 </li>
 <li>
 Introduce and implement cost optimization measures &ndash; working with FM and Finance)
 </li>
 <li>
 Work with the line manager to devise service charge strategies within different asset class and implement them
 </li>
 <li>
 Ensure that complaints and concerns and occupiers and stakeholders are attended to and resolved as speedily and as satisfactorily as possible
 </li>
 <li>
 Develop leasing / sales strategies and implement them across the portfolio
 </li>
 <li>
 Prepare and execute any marketing and promotional plans as set out by the marketing department and the senior management
 </li>
 <li>
 Collect and provide business and management reports / information in a timely manner
 </li>
 <li>
 Ensure compliance with the internal and external (RERA, DM and DED, and /or other Emirate equivalents) approved policies, rules and regulations to protect company and customer&rsquo;s interest
 </li>
 <li>
 Ensure the effective achievement of functional objectives through the leadership of function &ndash; setting individual objectives, managing performance, developing and motivating staff, provision of formal and informal feedback and appraisal &ndash; in order to ensure that the highest level of performance is achieved
 
 
 </li>
 </ul>
 
 
 Job Requirements
 
 
 
 
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor or equivalent in Real Estate or associated field
 
 
 </li>
 </ul>
 
 Experience
 
 
 
 <ul>
 <li>
 More than 5 years in Property Management and Leasing managing similar portfolio
 
 
 </li>
 </ul>
 
 Knowledge &amp; Skills
 
 
 
 <ul>
 <li>
 Competent in Microsoft Office Software
 </li>
 <li>
 Competent in Property Management technology systems and software
 </li>
 <li>
 High level of proficiency in English (spoken and written) / Arabic is an advantage
 </li>
 <li>
 Problem Solving, Judgment, Planning and Organization, Coordinating, Leadership, Initiative, Management Expertise, Persuasiveness, Integrity
 
 
 </li>
 </ul>
 At Al Rostamani Group, we seek talented people who work hard to achieve great things. We consider not only your skills and experience, but also your passion for the role, your desire to learn and how well you align with our core values of care, commitment and vision. If this position represents an opportunity you wish to pursue, we invite you to apply.
</div>

Senior Area Portfolio Incharge

Al Rostamani International Exchange

<div>Every employee at Al Rostamani Group plays a role in making a real difference to the business and our customers. We care for our employees by offering them meaningful and purposeful work and an opportunity to grow, learn, contribute and succeed. Today, the Al Rostamani Group has come a long way since its birth in 1957. Our group has grown steadfastly with the guiding principles of Commitment, Care &amp; Vision, alongside a strong sense of active involvement in the community. We are a well-diversified group, with a key presence in industries such as General Trading, Automobiles and Heavy Equipment, Travel, Foreign Exchange, Financial Services, Property Management, Construction, Infrastructure Development and Information Technology Services. Our Group employs approximately 2000 people from 41 different nationalities, which contributes to our multicultural and multi-national environment.
Abdulla Al Rostamani Properties is a real estate developer having a diversified scope of activities which include property management, project management, and facilities management in addition to trading in properties.
<div><div><div><h2 class="jobSectionHeader">
Job Purpose</h2>
</div><div>
Create, direct and manage all aspects of property management services and functions in order to enhance income and value.
</div></div><div><div><h2 class="jobSectionHeader">
Job Responsibilities</h2>
</div><div><ul><li>Review and endorse Asset Plans for the entire portfolio in accordance with the objectives and senior management directives including the setting and achieving of Key Performance Indicators</li>
<li>Create and endorse operational budgets for the entire portfolio and be responsible for their delivery</li>
<li>Manage the legal procedures of dispute cases to minimize rent loss</li>
<li>Initiate and execute any marketing and promotional plans as set out by the marketing department and the senior management</li>
<li>Provide clear and timely operation and management reports to senior management</li>
<li>Introduce and roll out best practice property management across the portfolio</li>
<li>Assess market intelligence and provide inputs towards client briefs</li>
<li>Review and provide inputs towards concept designs to facilitate build to suit developments</li>
<li>In conjunction with the Admin Department, ensure setting up / up gradating and implementation of standards, systems, policies and procedure and prepare for ISO readiness for the Leasing and Property Management department - implement and utilize appropriate property management systems and processes including software systems, accounting systems and other business infrastructure for effective management</li>
<li>Input into the FM strategy for the property and manage the execution of appropriate facilities management services and regimes for required physical maintenance and operations of assets, including planned maintenance and lifecycle planning in most effective and cost efficient ways</li>
<li>Overview tendering process of various FM contracts and prepare recommendation documents</li>
<li>Oversee the implementation of effective energy savings programs</li>
<li>Work with the line manager to devise and manage a high level strategy to find solutions for current and future CRE requirements and implement the same</li>
<li>Work with FMD to identify and provide additional services to group companies and ensure the best presentation of CRE premises to meet the expectation of the business and brand standards</li>
<li>Introduce and implement cost optimization measures &ndash; working with FM and Finance)</li>
<li>Work with the line manager to devise service charge strategies within different asset class and implement them</li>
<li>Ensure that complaints and concerns and occupiers and stakeholders are attended to and resolved as speedily and as satisfactorily as possible</li>
<li>Develop leasing / sales strategies and implement them across the portfolio</li>
<li>Prepare and execute any marketing and promotional plans as set out by the marketing department and the senior management</li>
<li>Collect and provide business and management reports / information in a timely manner</li>
<li>Ensure compliance with the internal and external (RERA, DM and DED, and /or other Emirate equivalents) approved policies, rules and regulations to protect company and customer&rsquo;s interest</li>
<li>Ensure the effective achievement of functional objectives through the leadership of function &ndash; setting individual objectives, managing performance, developing and motivating staff, provision of formal and informal feedback and appraisal &ndash; in order to ensure that the highest level of performance is achieved</li>
</ul></div></div><div><div><h2 class="jobSectionHeader">Job Requirements</h2>
</div><div>
Qualifications
<ul><li>Bachelor or equivalent in Real Estate or associated field</li></ul> 

Experience
<ul><li>More than 5 years in Property Management and Leasing managing similar portfolio</li></ul> 

Knowledge &amp; Skills
<ul><li>Competent in Microsoft Office Software</li>
<li>Competent in Property Management technology systems and software</li>
<li>High level of proficiency in English (spoken and written) / Arabic is an advantage</li>
<li>Problem Solving, Judgment, Planning and Organization, Coordinating, Leadership, Initiative, Management Expertise, Persuasiveness, Integrity</li>
</ul>
</div></div></div>At Al Rostamani Group, we seek talented people who work hard to achieve great things. We consider not only your skills and experience, but also your passion for the role, your desire to learn and how well you align with our core values of care, commitment and vision. If this position represents an opportunity you wish to pursue, we invite you to apply.</div>

Client of PER

What the job involves
 <ul>
 <li>Pipeline Management &amp; Data Integrity - Maintain and update the investment pipeline across funds and co-investments, ensuring CRM (DealCloud) data is accurate and up to date. Perform data checks and support the refinement of portfolio tracking and reporting frameworks.</li>
 <li>Investment Process Support - Review and summarise investment materials, assist with memos and due diligence notes, and participate in GP and founder calls. Coordinate follow-ups and provide support through the execution and legal phases of transactions.</li>
 <li>Portfolio Monitoring &amp; Reporting - Consolidate and analyse data from fund and company reports to track performance and KPIs. Work with Investor Relations and Operations on client reporting, and contribute to developing monitoring tools and dashboards.</li>
 <li>Investment Research &amp; Market Analysis - Evaluate new fund and co-investment opportunities across private equity, credit, and venture capital. Conduct market and sector research to inform ongoing deals and investment strategy.</li>
 <li>Relationship Management - Support senior team members in maintaining relationships with GPs, founders, and external partners. Coordinate meetings, document insights, and ensure timely follow-up on key actions.</li>
 </ul>

Investment & Portfolio Analyst

Santander Holdings USA Inc

Structured/Project Finance - Underwriting & Portfolio Management AssociateCountry: United States of AmericaYour Journey Starts Here:Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!The Difference You Make: The Associate, Underwriting & Portfolio Management will be responsible for managing the Underwriting & Portfolio Management of a defined portfolio of Structured Finance transactions. The Portfolio is comprised of Project Finance and Fund Finance loans.This position will work closely with the 1LoD product teams to present and defend business opportunities to the 2nd Line of Defense. The candidate will manage the business relationship with risk and ensure all required portfolio management tasks are completed.Responsibilities: Communicates portfolio trends, risks and mitigants to senior leadership. Develops and manages portfolio information needed to accommodate sound risk management, economic and regulatory reporting requirements. Leads underwriting, structuring and closing of amendments, upsizes and extensions, as needed, including annual reviews and credit approval memos. Develop credit recommendations which include clear views of credit structures and borrower's risks. Lead the financial modelling of complex structured corporates, including the impacts of complex transactions including mergers, acquisitions and divestitures. Supports junior development through building strong relationships with the team as a mentor as needed. Collaborates with product team members prior to loan closing on approval memos, legal documentation, collateral review and funding approvals. Manages and controls risks throughout the post-closing credit process to ensure strong borrower performance. Monitors and enforces terms of loan agreement / documents. Identifies and establishes best practices policies and procedures. Manages other Portfolio Management functions, including collaborating with new business team on up-front and ongoing client due diligence, etc. Leads and/or provides valuable input for broader business initiatives, projects and goals.What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education:Bachelor's Degree or equivalent work experience in Finance, Accounting, Management, Economics or equivalent field. (Required)CFA Charter and/or MBA (Preferred)Work Experience:Financial analysis, structuring, underwriting and portfolio management. Experience with infrastructure companies, and/or project finance loans (preferably renewable energy - wind, solar, etc) Skills and Abilities: Proficient communicator (orally and in writing) with clients, peers and fellow associates Proficient with Microsoft Office applications Ability to work and interact with various departments Ability to work in a fast-paced, sometimes stressful, environment with many critical deadlines Thorough knowledge and understanding of Structured Finance loan products and servicesCertifications:<ul><li>Other: Completion of bank-certified course in Credit Training - Preferred.</li></ul>It Would Be Nice For You To Have:<ul><li>Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.</li><li>Experience in Microsoft Office products.</li></ul> What Else You Need To Know :The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $78,750.00 USD Maximum: $122,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next :If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.<img src="https://www.jobg8.com/Tracking.aspx?1X9KYdWi%2f6FH2lRcDHCb66ArTXWiyc2Rx" width="0" height="0" />

Structured/Project Finance - Underwriting & Portfolio Management Associate

LGBT Great

Pension Insurance Corporation ("PIC") provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and future policyholders. We achieve our purpose by setting Companywide strategic objectives and driving a healthy culture based on our PIC Values of Resilient, Adaptable, and Loyal.Role purpose<ul><li>The role requires the ability to effectively collaborate with Risk / Transitions / Finance to secure their buy-in and implement improvements to systems, processes, and technology, as appropriate.</li><li>To apply knowledge and insights concerning the Customer Operations function and how this impacts our policyholders.</li><li>To deliver strong business outcomes relating to capital, profitability, the Company brand and market reputation whilst achieving positive outcomes to our policyholders, shareholders, and trustees on a consistent basis.</li><li>Our Company values are expected to be reflected in the delivery and performance of every role.</li></ul>Specific accountabilities assigned to the role of Senior Pension Operations Analyst within Customer Operations:<ul><li>Supporting the Outsourced Administration Manager and Outsourced Administration Team Leader to maintain oversight of PIC's Outsourced Administration Teams and ensure PIC Policyholders always receive exceptional customer service, ensuring they are hitting their KPI's and other commitments</li><li>Conducts thorough analysis of quality assurance checking of work carried out by the outsourced administration teams, including file reviews, call handling, key processes, pension increases, new process checking and complaint reviews. Identifying trends, training opportunities and process improvements</li><li>Responsible for reviewing funding calculations, including working with internal actuaries to solve queries</li><li>Collaborates with outsource administrators on complex calculations and answers complex queries</li><li>Produces inputs into MI and reports for PIC Senior Management</li><li>Helps identify and implement process improvements/efficiencies in PICs administration model</li><li>Undertakes ad-hoc project work as required, managing work streams and making sure timescales are met</li><li>Attends and participates in client meetings with our Outsourced Administrators</li><li>Liaise with regulatory bodies such as the Financial Ombudsman Service</li><li>Takes ownership for their own learning and development in both technical (e.g. data analysis and critical judgement) and non-technical (self-insight and relationship management) skills of Pension Services Team</li><li>Ensure our outsourced administration partners are understanding and working within PIC guidelines for Consumer Duty</li><li>Providing a high level of service to Trustee clients and suppliers</li><li>Providing pension technical expertise, with the ability to interpret rules and legislation</li><li>Provides knowledge and insights concerning the Customer Operations function and how this impacts our policyholders</li></ul>Knowledge<ul><li>Good technical knowledge of defined benefit pension schemes</li><li>Established knowledge of Pensions Administration, especially defined benefit pension schemes</li><li>Established knowledge of complex manual pension calculations</li><li>Familiar with pensions buy-ins & buy-outs and transitions process</li></ul>Experience<ul><li>Experience working in defined benefit pensions administration</li><li>Experience of delivering excellent customer service when dealing with external and internal stakeholders</li></ul>In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), study support with qualifications, a generous pension scheme and much more.<img src="https://www.jobg8.com/Tracking.aspx?6yJpQ3Iag%2fEWgMo6wzhC0PLea7IlpU%2bmt" width="0" height="0" />

Senior Pension Operations Analyst

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