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Portfolio And Transaction Specialist Jobs

4,886 active opportunities · Updated for October 2026

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

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13 days ago

About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance and ESG. The firm has more than 1,800 employees located in 50+ offices around the world. Description We are seeking a senior Executive Assistant to provide high-level administrative and strategic support to an executive leader, who runs a large international portfolio. With a proactive mindset and strong organizational skills, the ideal candidate will thrive in a fast-paced environment as well as effectively managing multiple tasks and priorities with professionalism, utmost discretion, and attention to detail. The candidate will be responsible for providing a seamless foundation of administration that allows teams to function most effectively and efficiently—and that includes anticipating needs, asking smart questions, and staying connected to fast-moving developments. The Executive Assistant will oversee special projects or activities, coordinate daily schedules/calendars, prepare the Executive for meetings, manage domestic and international travel, and handle expenses. The ideal candidate will function under tight deadlines in a highly demanding work environment while exhibiting excellent customer service and professionalism in all in

Excellogisticscustomer service
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OpenAI
📍 San Francisco• Full-time• Remote
1mo ago

About the Team OpenAI, in close collaboration with our capital partners, is building the world’s most advanced AI infrastructure ecosystem. The Power Execution team owns the strategy and execution required to secure reliable, scalable, and economically resilient power for OpenAI’s global data center portfolio. The team sits at the intersection of commercial, technical, policy, legal, and operational work, partnering across OpenAI and with utilities, grid operators, regulators, counterparties, and public-sector stakeholders. About the Role The Energy Regulatory Lead will own energy regulatory strategy and execution for OpenAI’s infrastructure growth. This role will be the primary bridge between the Power Execution team and Public Policy and Government Affairs on energy regulatory matters, ensuring that OpenAI’s external engagement is grounded in project realities and that changing policy and regulatory conditions are translated into actionable infrastructure decisions. This is an individual contributor lead role and does not have direct reports initially. The role combines portfolio-level regulatory positioning with transactional regulatory work: evaluating jurisdictional pathways, supporting utility and energy transactions, coordinating approvals and filings, and helping project teams navigate tariffs, interconnection, load-service requirements, market rules, and regulatory risk from diligence through execution. In this role, you will: Develop and maintain OpenAI’s energy regulatory strategy across priority U.S. markets and, as needed, emerging geographies for infrastructure expansion. Coordinate closely with Public Policy and Government Affairs to shape energy regulatory priorities, engagement plans, messaging, and positions before utilities, public utility commissions, grid operators, state energy offices, and other relevant policymakers. Translate project requirements—load size, timing, reliability, cost, carbon, and expansion needs—into clear regulatory objectiv

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Location: hybrid, based at one of our UK offices: London, Cardiff, or Manchester. The Role As a key member of the Global People Operations team, the UK People Operations Coordinator provides end-to-end operational HR support across a diverse UK portfolio. The role has primary employee-lifecycle ownership for Strategy & Communications, People Advisory and Corporate Functions, and coordinates onboarding and offboarding activities for Financial Advisory and Management Consulting. As a first point of contact for employees and managers, the role holder manages a broad range of enquiries, transactions and cases, applying sound judgement, resilience and a strong service mindset. The successful candidate will be a proactive self-starter with HR generalist experience who can build effective stakeholder relationships, manage competing priorities and identify opportunities to simplify and improve how services are delivered. Responsibilities Own and manage the employee lifecycle for Strategy & Communications, People Advisory and Corporate Functions, including onboarding, probation, family leave, absence and wellbeing cases, Visa and immigration, job and contractual changes, internal transfers and offboarding. Coordinate onboarding and offboarding for Financial Advisory and Management Consulting, ensuring candidates, employees, managers and relevant internal teams understand responsibilities, deadlines and next steps. Manage business-specific onboarding and offboarding requirements, including different contractual and compensation terms, templates, approvals and downstream actions, while identifying opportunities to align and simplify processes. Act as a first point of contact for employees and managers, independently resolving a broad range of routine and moderately complex people-related queries. Promote and educate stakeholders on available self-service tools, resources and processes, while providing additional guidance and support

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Freddiemac
📍 United States• From $32/hr
1mo ago

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: This program is a ten-week internship crafted to provide interns with the opportunity to gain outstanding experience working across a broad spectrum of Freddie Mac’s key capital markets desks. The key focus is to develop future portfolio managers by providing real world training experiences with the goal of learning the full mortgage capital markets life cycle while also providing desk-specific knowledge. Interns will get a chance to learn, be mentored by and work alongside best-in-class professionals on various desks to analyze and support our mission of Making Home Possible. Your placement for the summer will be on a desk that falls within one of these two areas: Front-End: Gain knowledge of how Freddie Mac prices its business through upfront loan pricing, pool securitization and unsecured debt funding through working with one of the front-end capital markets desks Credit Risk: Learning how Freddie Mac manages its credit risk, through rotating on one of the securitized products related desks, including STACR, ACIS, Servicing Capital Markets and Loan Portfolio Management and Structuring We are accepting applications for this position until 10/16/2026. Our Impact: Freddie Mac’s Single Family and Capital Markets Divisions are responsible for handling the ~$3.4 trillion mortgage guarantee and investment portfolios through secondary mortgage market activities such as asset-liability management, loan purchases, servicing transactions, securitization, debt issu

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Anthropic
📍 San Francisco• $335K – $385K/yr
2mo 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 an experienced and strategic IP Counsel to join our growing legal team. In this role, you will provide comprehensive IP guidance across the organization, with particular depth in patent strategy. You will work closely with our product, research, and technical teams to help support Anthropic's organic patent portfolio development while also advising on the full spectrum of IP matters. You will partner closely with the Head of IP and other IP legal colleagues to help design and implement an IP program that protects Anthropic's innovations, supports the company's growth, and is aligned with the company’s mission. Responsibilities Support and contribute to our organic patent development process, including invention harvesting, drafting oversight, prosecution management, and coordination with outside counsel Partner in developing and implementing comprehensive patent strategies in the U.S. and internationally that align with Anthropic's business objectives and technology roadmap Provide broad IP guidance across the organization, with the ability to identify and address potential IP issues across patents, trademarks, trade secrets, and open source Support analysis and response to third-party patent demands, and evaluate strategic patent acquisition and licensing opportunities Conduct IP due diligence for M&A transactions and strategic partnerships Advise on IP aspects of commercial agreements, including licenses, joint development agreements, and technology transfers, educating technical teams on best practices to protect Anthropic's innovations Minimum qualifications Hold a law degree (JD, LLB, or equivale

machine learningailogistics
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Yondr Group
📍 London• Full-time
6mo ago

About Yondr Yondr is a disruptor. We challenge convention and simplify complexity. A global developer, owner operator and service provider of data centers, we deliver complex data center capacity needs for the world’s largest tech companies. Our exponential growth sees us looking for extraordinary people to help accelerate us towards our vision: a tomorrow without constraints. But we can’t do this without you. About the Role With continued growth across our business, we are actively seeking to have a new member join our team. This is an exciting role to join an existing group of skilled development and investment professionals, enhancing the team capabilities and becoming an integral part of a rapidly growing business. We are searching for someone who has excellent quantitative and analytical skills, is comfortable building financial models and has experience with communicating with internal and external stakeholders. You will be a highly valued and trusted member of our ambitious and hardworking team, in a business that continues to scale to new heights. Main Responsibilities / Take responsibility for development and management of financial models and valuation analysis in support of potential transactions and investment opportunities / Support in all aspects of financing processes included due diligence, project management, data room management, financial analysis, legal negotiations and preparation of materials / Work closely with the Development and Finance teams to perform detailed financial analysis on new developments as well as existing portfolio assets / Production of presentation material for senior management, board members, investors, lenders and joint venture partners / Assist with commercial negotiation of legal contracts for transactions / Research and analysis of market trends and sector / asset valuations / Support in business strategy and individual project delivery /

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Teneo
📍 San Francisco• $225K – $265K/yr
22 days ago

About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance and ESG. The firm has more than 1,800 employees located in 50+ offices around the world. The Opportunity Teneo's San Francisco office is in a building phase. We are assembling a small, senior team of advisors who understand how technology companies actually work: their customers, investors, boards, and regulators, and the internal dynamics their leaders have to navigate. We help these companies through moments of significant transition. The Managing Director will work with the San Francisco Office head to lead the office's Strategy & Communications team, own a portfolio of client relationships, and play a central role in growing the office's business and reputation in the Bay Area. This is a chance to help shape an office and a practice, not just step into one. We are also looking for someone who believes the communications function itself is changing. Our clients are rethinking what communications means inside their companies: how it connects to strategy, how it is structured and staffed, and how new tools, including AI, are changing the work. We want an MD who can help clients lead that evolution and who is

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Snowflake
📍 Dublin• Full-time• Remote• $132K – $173.2K/yr
9 days ago

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. Snowflake is about empowering enterprises to achieve their full potential, and people too. With a culture that's all in on impact, innovation, and collaboration, Snowflake is the sweet spot for building big, moving fast, and taking technology and careers to the next level. We are hiring a Deal Desk Manager for our Deal Desk team. This is a strategic, high-influence role at the intersection of Sales, Finance, Legal, and Operations, where your commercial judgment shapes how Snowflake structures its most complex transactions and advances the deal frameworks that underpin our go-to-market motion. AS A DEAL DESK MANAGER AT SNOWFLAKE, YOU WILL: Serve as a trusted strategic advisor to Sales VPs and executive leadership on the structure, negotiation, and approval of complex, high-value transactions across Snowflake's Acquisitions and Enterprise accounts. Own and drive deal strategy for a portfolio of strategic opportunities, setting the analytical and commercial framing that enables Sales leadership to make confident decisions at speed. Lead cross-functional alignment across Sales, Finance, Legal, Revenue Accounting, Professional Services, and Operations, ensuring deal processes scale with Snowflake's growth and complexity. Define, design, and continuously improve deal policies, ap

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OpenAI
📍 San Francisco• Full-time• Remote• $330K – $366K/yr
2mo ago

About the Team OpenAI’s Legal team plays a crucial role in advancing our mission by tackling innovative and fundamental legal issues in AI. The team includes professionals from diverse legal fields—technology, AI, infrastructure, privacy, IP, corporate, employment, tax, regulatory, and litigation—who collaborate closely with colleagues across the company. If you are passionate about being a technology lawyer working on cutting-edge challenges, you’ll thrive here. About the Role We’re seeking a senior lawyer to participate in commercial legal strategy and execution across OpenAI’s fast-growing infrastructure portfolio. This is a cross-functional role that will partner closely with procurement, supply chain, partnerships, finance, and product teams to structure, negotiate, and manage the transactions that will support OpenAI’s long-term infrastructure ambitions. We’re looking for an experienced infrastructure transactions lawyer who thrives in ambiguity and wants to help define the commercial playbook for infrastructure efforts in the AI era. This role reports to the Associate General Counsel for infrastructure. This role is based in San Francisco, CA. We use a hybrid work model of 3-days in the office per week and offer relocation assistance to new employees. In this role, you will: Own commercial legal strategy and risk management for OpenAI infrastructure transactions. Draft, negotiate, and advise on complex agreements with infrastructure suppliers, manufacturers, distributors, and technology partners. Support strategic partnerships involving AI infrastructure and hardware supply chains. Develop frameworks for procurement, licensing, and collaboration across the infrastructure ecosystem. Partner with finance and operations teams to align contract terms with business and compliance requirements. Collaborate with policy and regulatory colleagues on issues impacting global supply chains, export controls, and manufacturing. Build scalable, efficient contracting process

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Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director, Technical Program Management Who is Mastercard? Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships, and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all. OVERVIEW Mastercard Software Builders Experience (MSBX) is responsible for enabling Mastercard developers through a portfolio of products and platforms that improve developer productivity, automation, software delivery, governance, and cloud adoption. MSBX delivers a seamless developer experience through products including BuildersHub, Cloud DevEx, DevFlow, TestFlow, DevInsights, and Developer Workbench. TPMs and PMTs operate as strategic partners to Engineering, creating alignment, transparency, and predictable delivery across a highly interconnected portfolio As the Direct

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Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Technical Program Manager (Planning – Payments Domain) Who is Mastercard? Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all. Overview The Mastercard Network & Digital Payment Services team is looking for a Senior Technical Program Manager to own planning and delivery execution across our product and platform portfolio. You will run the planning function for the organization — roadmap, forecast, budget, headcount, and delivery commitments — across multiple concurrent programs. As Senior Technical Program Manager, you will work with product managers, tech leads, architects, and operations and engineering leaders to deliver complex programs. You will define roadmap deli

financerecruitment
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Smartsheet
📍 USA-• Remote• $145K – $210K/yr
19 days ago

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Are you looking to solve challenging engineering problems impacting Enterprise customers with 10,000+ employees? How about building a platform that contributes to mission-critical projects such as launching a rover to Mars, reducing carbon footprint by launching energy-efficient warehouses, launching critical life-saving medicines in International markets, or planning a brick-and-mortar store deployment? The Smartsheet Portfolio Management Pillar is looking for curious and passionate Frontend and Fullstack Software Engineers. You will help us build enterprise-grade applications within the Portfolio Collaborative Work Management space, an area that grew 4x year-over-year. Our applications manages three areas that serve our customers: A feature-rich config management tool that allows power users the ability to create their business processes; A fast and reliable orchestration engine that runs millions of distributed transactions per day; A global management service that alters the attributes of Project assets and ensures the state of the Portfolio is running and updates are managed at-scale. Our Engineering team members are passionate about working on multiple projects using several technologies. We are a self-operating service team and use a diverse set of Frontend (JavaScript, TypeScript, React), Backend (Ruby/Java), and Cloud-native services(AWS). In 2005, Smartsheet was founded on the idea that teams and millions of people worldwide deserve a better way to deliver their very best work. Today, we deliver a leading cloud

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Affirm
📍 Canada• Remote• $117K – $167K/yr
1mo ago

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. About the Capital Team The Capital team manages the financial foundation that supports Affirm’s lending and innovation. We lead the funding, liquidity, and risk management strategy across capital markets, treasury, deal structuring, analytics, and bank partnerships. The team secures efficient funding while supporting sustainable business growth. We balance cost, flexibility, and risk to ensure Affirm’s financial resilience through all economic cycles. By optimizing capital structure and managing liquidity, we help build a scalable and resilient financial platform. We’re looking for a smart, driven individual to join our Quantitative Markets team. The team is responsible for structuring and pricing Affirm’s debt funding deals, developing platforms and tools for optimizing funding strategies, and building models to analyze and predict the performance of Affirm’s consumer loans. The ideal candidate will have experience in structuring asset-backed transactions, working with rating agencies, and building quantitative models. Given the cross-functional nature of the role, the ideal candidate should have strong interpersonal and communication skills. What You’ll Do Work closely with the Capital Markets team to evaluate, structure and price consumer asset-backed transactions Develop and enhance capital structuring and pricing models tailored to Affirm’s consumer loan portfolio to enable efficient deal execution Build quantitative models to analyze and predict the performance of Affirm’s consumer loans Provide insights on capital markets deals to cross-functional teams for more optimal and efficient funding strategy and merchant pricing Partner cross-functionally with our Capital Markets, Treasury, Merchant Pricing, Credit, Commercial, Product and Engineering teams to evaluate funding, product

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At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. About the Capital Team The Capital team manages the financial foundation that supports Affirm’s lending and innovation. We lead the funding, liquidity, and risk management strategy across capital markets, treasury, deal structuring, analytics, and bank partnerships. The team secures efficient funding while supporting sustainable business growth. We balance cost, flexibility, and risk to ensure Affirm’s financial resilience through all economic cycles. By optimizing capital structure and managing liquidity, we help build a scalable and resilient financial platform. We’re looking for a smart, driven individual to join our Quantitative Markets team. The team is responsible for structuring and pricing Affirm’s debt funding deals, developing platforms and tools for optimizing funding strategies, and building models to analyze and predict the performance of Affirm’s consumer loans. The ideal candidate will have experience in structuring asset-backed transactions, working with rating agencies, and building quantitative models. Given the cross-functional nature of the role, the ideal candidate should have strong interpersonal and communication skills. What You’ll Do Work closely with the Capital Markets team to evaluate, structure and price consumer asset-backed transactions Develop and enhance capital structuring and pricing models tailored to Affirm’s consumer loan portfolio to enable efficient deal execution Build quantitative models to analyze and predict the performance of Affirm’s consumer loans Provide insights on capital markets deals to cross-functional teams for more optimal and efficient funding strategy and merchant pricing Partner cross-functionally with our Capital Markets, Treasury, Merchant Pricing, Credit, Commercial, Product and Engineering teams to evaluate funding, product

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Anthropic
📍 San Francisco• $320K – $405K/yr
2mo 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 Go To Market ("GTM") Systems builds and runs the platform that Sales and contracting operate on, a production Salesforce org plus a growing portfolio of custom internal applications and agents. These systems process revenue-impacting transactions, guide critical business processes, and produce data the rest of the company runs on. Today the path from request, development, test, and pull request to production push is manual and slows the team down rather than speeding it up. We are hiring a DevOps / AgentOps engineer to build and run that path. You will stand up and maintain an AI-first CI/CD pipeline covering both Salesforce and custom application code. This release pipeline will support three modes: fully agentic, human-in-the-loop, and AI-assisted. Anthropic is an unusual place to do this. Our own frontier models are part of the toolkit and the question we want you to answer is what a delivery system looks like when you design it for agents and humans working side by side rather than retrofitting agents into a pipeline built for humans alone. You will work closely with a team of business systems analysts, software engineers, and integration engineers to develop the solution to accelerate their everyday work. The pipeline you build is the one path to production for a system under audit, so the guardrails, approvals, and audit trail are part of the product, not an afterthought. Key responsibilities Design, build, and operate the CI/CD pipeline for a production Salesforce org and a portfolio of custom internal applications, from branching and validation through deploy and rollback Define how a change is classified and ro

aisalesforcelogistics
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