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Portfolio And Transaction Specialist Jobs

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Explore current portfolio and transaction specialist jobs. Use filters to narrow by work mode, employment type, experience and date posted.

Everpure (NYSE: P) has evolved from storage pioneer to data platform, closing fiscal 2026 with $3.7 billion in revenue, its first billion-dollar quarter, and accelerating growth into FY27. Our strategic agenda spans the companies defining the next era of technology - hyperscalers, AI labs, the AI hardware supply chain, data platform providers, and the broader AI ecosystem. This type of work—work that changes the world—is what the tech industry was founded on. So, if you're ready to seize the endless opportunities and leave your mark, come join us. THE ROLE As the Portfolio and Transaction Specialist , you will support the effective management of Everpure's commercial real estate portfolio across the EMEA region, with a strong focus on lease management, portfolio administration, and transaction support . Reporting to the Geo Director, EMEA with a matrix alignment to the Senior Lease Administration Manager, you will help maintain accurate lease data, support payment processes, track key lease milestones, and assist with leasing and transaction activities across the portfolio. In this collaborative role, you will work closely with teams across Real Estate, Legal, Finance, Construction, Facilities, and Procurement, as well as external landlords and brokers. You will help ensure that lease information is accurate and up to date, portfolio activities are well coordinated, and relevant data and reporting are available to support informed real estate decisions. WHAT YOU'LL DO Lead Lease Financial Operations & Reconciliations: Coordinate lease-related payments and support reconciliations for rent, operating expenses, CAM charges, taxes, and utilities. Review billing information, identify discrepancies, and work with relevant teams and landlords to resolve issues. Support Portfolio & Lease Lifecycle Management: Monitor the EMEA commercial lease portfolio, including new leases, amendments, critical dates, renewals, expirations, and other key milestones to help ensure a

aiExcelfinance
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B
2mo ago

Binance is a leading global blockchain ecosystem behind the world’s largest cryptocurrency exchange by trading volume and registered users. We are trusted by 300+ million people in 100+ countries for our industry-leading security, user fund transparency, trading engine speed, deep liquidity, and an unmatched portfolio of digital-asset products. Binance offerings range from trading and finance to education, research, payments, institutional services, Web3 features, and more. We leverage the power of digital assets and blockchain to build an inclusive financial ecosystem to advance the freedom of money and improve financial access for people around the world. Responsibilities Act as a key point of contact for law enforcement agencies and relevant government authorities across the UAE, including Dubai Police and other local law enforcement bodies. Receive, assess and coordinate responses to requests for user, transaction and other information from authorised law enforcement agencies, ensuring requests are handled in accordance with applicable legal and regulatory requirements. Establish and maintain strong, professional relationships with UAE law enforcement agencies, regulators and government stakeholders. Work closely with internal Legal, Compliance, Investigations, Security, Ris

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Ramp
📍 San Fransisco• Temporary• $145.8K – $200.4K/yr
2mo ago

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role We’re looking for an IT Site Specialist to join our IT Team at Ramp based in our San Francisco office! This is a temporary full-time on-site role that blends hands-on, in-person site support with ownership of our core SaaS application stack, and we weigh both sides equally. On the site side, you’ll be the primary IT presence in SF — owning deskside support, onboarding/offboarding, endpoint and AV support, and office inventory. On the application side, you’ll administer the tools the whole company depends on — Okta, Google Workspace, Slack, JAMF, and a growing set of SaaS platforms — owning provisioning, access, portfolio, renewals, integrations, and automation. We’re looking for someone who takes pride in running a smooth on-the-ground operation while also thinking like a systems owner who scales IT through automation and sound identity practices. What You’ll Do Provide in-person support at our San Francisco office 5 days/week , acting as the site’s primary IT point of contact. Perform IT Support Specialist (L4) duties, encompassing a

pythonaifinance
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ABOUT CAPCO Capco, a Wipro company, is a global management and technology consultancy specialising in driving digital transformation across the financial services industry. Operating at the intersection of business and technology, Capco combines innovative thinking with unrivalled industry knowledge to fast-track initiatives for banking and payments, capital markets, wealth and asset management, and insurance. Our ingenuity is brought to life through our Innovation Labs, award-winning Be Yourself at Work culture, and a diverse, talented team across more than 30 offices worldwide. ROLE DESCRIPTION Every consequential moment in financial services — approving a policy, extending credit, flagging a transaction, recommending a portfolio — is a decision. The best financial institutions do not leave those decisions to chance, intuition, or inconsistent human judgement. They engineer them: combining predictive analytics, business rules, and optimisation into decision services that are fast, consistent, auditable, and continuously improving. That discipline is Enterprise Decision Management. As an AI Specialist in Enterprise Decision Management, you will lead the design and delivery of intelligent decision automation solutions for Capco's financial services clients across Asia. You will help clients move beyond point-in-time analytics and disconnected AI engines toward closed-loop decision systems: where predictive models inform rules, rules govern actions, outcomes are measured, and both models and rules are continuously refined as a result. This role demands genuine depth across the full AI and decision management spectrum — from classical techniques such as expert systems, case-based reasoning, and scorecards, through to modern machine learning, optimisation, and large language model integration. We are not looking for generalists who discovered AI in the last few years. We are looking for practitioners who have spent a career building, deploying, and improving intelligen

machine learningai
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3mo ago

Yext (NYSE: YEXT) is the enterprise agentic marketing platform. Built on the world's most comprehensive structured data platform for local businesses, Yext gives brands and their partners the visibility intelligence to win every moment of discovery – across AI and traditional search. Yext's API-first architecture connects structured data to APIs, MCP servers, and generative interfaces, so partners and developers can build purpose-built experiences on the same infrastructure powering Yext's own products. Thousands of brands and digital marketing partners in financial services, healthcare, retail, hospitality, and food rely on Yext to manage, measure, and optimize visibility at scale. For more information, visit yext.com . Yext is seeking a hands-on Procurement Specialist to join our Global Procurement Team. Reporting to the Senior Procurement Manager, you will drive operational excellence by owning the day-to-day Procure-to-Pay (P2P) workflow in Coupa and serving as our SaaS renewal lead. Responsibilities. Procure-to-Pay Operations Manage the daily Coupa Requisition-to-PO workflow — validate coding, ensure proper documentation, and confirm compliance with the global approval matrix on every transaction. Monitor open POs monthly, reconcile uninvoiced balances, and submit PO change requests when service periods or values need updating. Support requestors throughout the contract request form (CRF) process in Coupa, from commodity classification to final approval routing. Maintain Yext's standard Net 45 payment terms in all vendor agreements and flag deviations during the contracting stage. SaaS Renewal Tracking Serve as the primary Tropic data entry administrator — keep the SaaS portfolio current, accurate, and fully documented. Track upcoming SaaS renewals and push 90-day alerts to the Senior Procurement Specialist and Senior Procurement Manager to make sure no renewal catches the team off guard. Use Tropic to support price benchmarking for software renewal

aiTableausupply chain
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About us GoCardless, a Mollie company, is a global leader in bank payments. Over 100,000 businesses, from start-ups to household names, use GoCardless to collect, manage and send bank payments through Direct Debit, real-time payments and open banking. With US$130bn+ processed annually across 30+ countries, we handle recurring and one-off payments without the chasing, stress, or expensive fees. Our end-to-end payment platform also features AI-powered solutions to improve payment success and reduce fraud, alongside connections to over 350 platforms businesses use everyday. We are headquartered in the UK, with teams and operations spanning North America, Europe and Asia-Pacific. For more information, please visit www.gocardless.com and follow us on LinkedIn @GoCardless. Mollie is the leading payments and financial services partner for business, rooted in Europe, with global reach. The role The Fraud Risk Management team ensures that GoCardless adopts, implements and maintains innovative and appropriate controls as we have a duty to banking partners, regulators, schemes, merchants and their customers to review and monitor accounts and transactions with the utmost care. As a Fraud Investigation Specialist you’ll be working as part of a small, close-knit team, conducting fraud investigations, with the aim of protecting GoCardless from fraud, financial and reputational risk. The reason why we have this role open in an additional headcount - we are looking for an extra set of hands! On a daily basis you will: Monitor the risk alert queue and identify high risk behaviour within the business portfolio Conduct fraud investigations within service level agreements to reduce potential revenue losses Attain a thorough understanding of GoCardless’ product, policies and processes Lead on customer-facing correspondence and work with various teams across the business to ensure we provide a seamless merchant experience What excites you The oppo

airecruitment
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OpenAI
📍 San Francisco• Full-time• Remote• $216K – $240K/yr
2mo ago

About the Team OpenAI Finance is responsible for ensuring the organization is set up for success in pursuit of its mission. The Technical Accounting, Accounting Policy, and Financial Reporting organization partners across Finance to assess complex corporate matters and develop well-supported U.S. GAAP conclusions. The team supports non-routine business activities requiring thoughtful technical judgment, scalable accounting policies, financial statement disclosures, processes, and controls. About the Role You will serve as a senior technical accounting leader and strategic advisor to Finance and business leadership. You will oversee a broad portfolio of complex accounting matters and strategic transactions, including mergers and acquisitions, major commercial arrangements, financing transactions, investments and financial instruments, leases, intercompany transactions and consolidation, impairment, and other matters requiring significant professional judgment and practical implementation. You will advise and influence stakeholders across Corporate Accounting, Financial Reporting, Treasury, Legal, Tax, Strategic Finance, FP&A, Equity, Internal Controls, valuation specialists, and external auditors. You will drive timely resolution of complex accounting questions, align leaders on material judgments and risks, and ensure conclusions are translated into audit-ready memoranda, close entries, financial statement disclosures, and durable controls. You will also help strengthen external-reporting processes, as applicable. This is a highly visible role for an experienced accounting leader who can independently set direction for complex workstreams, advise senior decision-makers, anticipate and escalate material judgments, align cross-functional stakeholders, and carry issues from authoritative research through clear recommendations and disciplined implementation. Location and work model: This role is based in San Francisco and follows a 3 day hybrid work model. In this r

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Upwork
📍 Lisbon• Full-time• €39K – €56K/yr
1mo ago

Upwork Inc.’s (Nasdaq: UPWK) family of companies connects businesses with global, AI-enabled talent across every contingent work type including freelance, fractional, and payrolled. This portfolio includes the Upwork Marketplace, which connects businesses with on-demand access to highly skilled talent across the globe, and Lifted, which provides a purpose-built solution for enterprise organizations to source, contract, manage, and pay talent across the full spectrum of contingent work. From Fortune 100 enterprises to entrepreneurs, businesses rely on Upwork Inc. to find and hire expert talent, leverage AI-powered work solutions, and drive business transformation. With access to professionals spanning more than 10,000 skills across AI & machine learning, software development, sales & marketing, customer support, finance & accounting, and more, the Upwork family of companies enables businesses of all sizes to scale, innovate, and transform their workforces for the age of AI and beyond. Since its founding, Upwork Inc. has facilitated more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work. Learn more about the Upwork Marketplace at Upwork.com and follow us on LinkedIn , Facebook , Instagram , TikTok , and X ; and learn more about Lifted at Go-Lifted and follow on LinkedIn . As a Senior People Operations Specialist, you will play a key role in delivering thoughtful, scalable people programs and operational support across the employee lifecycle. As part of our People Operations team, you’ll combine strong operational expertise with the judgment and partnership skills needed to support HR Business Partners, managers, and employees through both day-to-day needs and more complex people matters. You’ll own and continuously improve key people programs and processes, with a particular focus on employee lifecycle operations, immigration

machine learningaiaccounting
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Upwork
📍 Toronto• Full-time• C$92.5K – C$133K/yr
1mo ago

Upwork Inc.’s (Nasdaq: UPWK) family of companies connects businesses with global, AI-enabled talent across every contingent work type including freelance, fractional, and payrolled. This portfolio includes the Upwork Marketplace, which connects businesses with on-demand access to highly skilled talent across the globe, and Lifted, which provides a purpose-built solution for enterprise organizations to source, contract, manage, and pay talent across the full spectrum of contingent work. From Fortune 100 enterprises to entrepreneurs, businesses rely on Upwork Inc. to find and hire expert talent, leverage AI-powered work solutions, and drive business transformation. With access to professionals spanning more than 10,000 skills across AI & machine learning, software development, sales & marketing, customer support, finance & accounting, and more, the Upwork family of companies enables businesses of all sizes to scale, innovate, and transform their workforces for the age of AI and beyond. Since its founding, Upwork Inc. has facilitated more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work. Learn more about the Upwork Marketplace at Upwork.com and follow us on LinkedIn , Facebook , Instagram , TikTok , and X ; and learn more about Lifted at Go-Lifted and follow on LinkedIn . As a Senior People Operations Specialist, you will play a key role in delivering thoughtful, scalable people programs and operational support across the employee lifecycle. As part of our People Operations team, you’ll combine strong operational expertise with the judgment and partnership skills needed to support HR Business Partners, managers, and employees through both day-to-day needs and more complex people matters. You’ll own and continuously improve key people programs and processes, with a particular focus on employee lifecycle operations, immigration

machine learningaiaccounting
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Stripe
📍 Chicago• Remote
14 days ago

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team The Fraud Architect team helps Stripe’s largest and most complex users manage fraud and abuse across the customer lifecycle. We combine deep fraud expertise, technical investigation, and product knowledge to help users understand emerging threats, optimize Radar, and implement durable prevention strategies tailored to their business and risk tolerance. Our goal is to enable users’ growth by proactively reducing fraud while protecting legitimate customer activity and turning frontline insights into better products and defenses. What you’ll do Stripe users face fraud and abuse across the customer lifecycle, including payment fraud, free-trial farming, multi-account abuse, and usage-based billing exploitation. They need a partner who understands their business, anticipates emerging threats, and helps them put effective protections in place as their business and the threat landscape evolve. As a member of our Fraud Architect team, you’ll be the fraud and risk specialist embedded in strategic user relationships for a small portfolio of named users, acting as a technical extension of their teams. You’ll help users get more from Radar, build a proactive prevention strategy, and turn complex fraud problems into practical decisions. This role combines analytical rigor, deep fraud investigation, and product judgment. You’ll develop a deep understanding of how Radar scores and classifies transactions, how integrations and available signals affect its d

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What you'll do The Stripe Delivery Center (SDC) strategy will provide operational leverage and expand Stripe’s portfolio of operational capabilities to support the scaled needs of external users and internal Stripe teams. Stripe’s Global People Operations team will sit within the SDC and is a highly collaborative, cross-functional team that drives key support for the People function. We work with many different teams at Stripe. We are nimble and flexible individuals who can wear many different hats. We don’t mind working through ambiguity and love adding organization to chaos. We believe that success is not defined by any one individual, but by the collective work of the entire team. As a People Operations Associate in Mexico City, you’ll be part of the new Centralized Operations team within the Global People Operations organization. You’ll process People transactions, respond to inquiries, maintain accurate People data, and work with teams across Stripe to provide timely and reliable support to Stripes worldwide. Responsibilities Process People transactions accurately and on time across the worker lifecycle, including hiring, manager, cost center, team, and location changes. Respond to inquiries with clear, accurate, and timely information, escalating complex cases to the appropriate specialist. Maintain the accuracy and integrity of People data through careful data entry, audits, and issue resolution. Support employment verification requests, candidate documentation, background checks, and other core operational processes. Follow standard operating procedures while applying sound judgment to ambiguous cases and protecting sensitive information. Partner with Specialized Operations, People Systems, and other teams to resolve issues and provide a consistent experience for Stripes. Identify recurring issues and suggest practical improvements to workflows, documentation, and team practices. Demonstrate AI fluency by using approved AI and automation tools to support res

aisalesforcehuman resources
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Anthropic
📍 Ca Seattle• $230K – $300K/yr
13 days ago

About Anthropic Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems. About the role We are seeking a Director, Technical Accounting – Investments and M&A to join our Finance team at Anthropic. In this role, you will own the company's accounting for strategic investments, partnerships with investment components, and related capital transactions, and support mergers and acquisitions when deal volume requires. You will report to the Senior Director, Technical Accounting – M&A and Investments. As Anthropic continues to scale rapidly and deploy capital into strategic investments, joint ventures, and novel commercial structures, including compute arrangements that carry warrants and other investment features, you will be a key technical resource on classification, consolidation outcomes, fair value, and financial statement impact across the portfolio. You will partner closely with Corporate Development, Legal, Tax, Treasury, FP&A, and leadership to ensure that investment economics are accurately reflected under US GAAP and that positions are defensible to external auditors, valuation specialists, and future regulators. This is a builder role: you'll help stand up and continuously sharpen the portfolio accounting process, controls, and valuation governance expected of a world class finance organization, working alongside the Senior Director as the function takes shape. If you want to own a portfolio end to end — and still be in the room when deals are shaped — we want to hear from you. Responsibilities Execute technical accounting for strategic investments, joint ventures, partnership structures, and related financing/equity instruments from entry through exit Partner with and influence Corporate

aiExcelaccounting
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CG
15 days ago

ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO. Through an unwavering commitment to innovation and premium craftsmanship, Callaway designs, manufactures, and sells high-performance golf clubs, golf balls, apparel, bags, and other accessories—setting the standard for performance in the game of golf. Our Mission: To create demonstrably superior and pleasingly different products powered by innovative technology and premium craftsmanship enabling golfers of all abilities to play their best and find more joy in the game. Our company is a blend of experience and diverse backgrounds, and together we look to leave the past behind while moving the game forward. For more information, please visit https://www.callawaygolf.com ROLES AND RESPONSIBILITIES • Process Return Authorizations (RA) using SAP and supporting systems. • Receive returned product into appropriate warehouse inventory locations. • Research returns received without return authorization numbers. • Maintain accurate inventory records through proper SAP transactions. • Process scrap transactions for damaged or non-conforming product. • Process customer reship requests for clubs returned to the facility when the consumer requests the original equipment to be returned. <p style="col

SAPwarehousecustomer service
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CG
21 days ago

ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO. Through an unwavering commitment to innovation and premium craftsmanship, Callaway designs, manufactures, and sells high-performance golf clubs, golf balls, apparel, bags, and other accessories—setting the standard for performance in the game of golf. Our Mission: To create demonstrably superior and pleasingly different products powered by innovative technology and premium craftsmanship enabling golfers of all abilities to play their best and find more joy in the game. Our company is a blend of experience and diverse backgrounds, and together we look to leave the past behind while moving the game forward. For more information, please visit https://www.callawaygolf.com ROLES AND RESPONSIBILITIES • Process Return Authorizations (RA) using SAP and supporting systems. • Receive returned product into appropriate warehouse inventory locations. • Research returns received without return authorization numbers. • Maintain accurate inventory records through proper SAP transactions. • Process scrap transactions for damaged or non-conforming product. • Process customer reship requests for clubs returned to the facility when the consumer requests the original equipment to be returned. <p style="col

SAPwarehousecustomer service
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Coinbase
📍 United States• Full-time• Remote• $183.9K – $216.3K/yr
3mo ago

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . We're hiring a Commercial Counsel to join our Business Legal team and lead the legal strategy behind Coinbase's most important payments partnerships. This team powers the deals that connect Coinbase to banks, payment networks, fintechs, and strategic partners across the financial ecosystem. You'll own end-to-end legal execution on complex, first-of-their-kind transactions that set precedent for the crypto industry and directly accelerate Coinbase's growth. What you'll do: Own drafting, negotiation, and execution of highly tailored commercial agreements with strategic partners and sophisticated counterparties in the payments and fintech space, including first-of-their-kind deal structures. Drive novel agreement frameworks and deliver practical, business-centric legal advice that balances risk with speed and flexibility. Partner cross-functionally with Business Development, Sales, Product, Engineering, Finance/Tax, and Compliance to solve complex problems, build partnerships, and close deals quickly. Build scalable commercial playbooks and risk-mitigation strategies that accelerate deal timelines and increase business flexibility across the payments portfolio. Identify legal issues that extend beyond your core expertise and drive resolution by coordinating with specialists across the Coinbase legal team and outside counsel. Required Skills and Experience: 5+ years of t

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