Portfolio And Transaction Specialist Jobs

About AQR Capital Management: AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation. About Operations Operations has a diverse set of responsibilities, including settling and recording thousands of transactions per day, identifying, and mitigating all operational risk, and partnering with technology to develop and implement low touch, streamlined processes. The operations department continually seeks ways to improve while actively supporting the development of new business, structures, and markets. The Tax Operations team is a department within Operations focused on the Tax Aware strategies at AQR. The team is responsible for managing our platform providers, account onboarding and client inquiries, vendor oversight and account maintenance and monitoring for our Tax Aware solutions. The Role We are looking to hire a full-time Analyst/Associate to join the Tax Operations team. The primary responsibilities of the role include, but are not limited to : Onboard and monitor our Flex SMA accounts and ensure that they are reconciled, in good order, and maintain appropriate account balances, settings, and positions Create and review all client reports and ensure the accuracy and completeness of client reporting Rev

Momentum is a respected collection of independent companies, including PMG, Koddi, Further. We serve as a premier global business transformation partner for over 125 of the Fortune 500 brands. With 1,400 global employees and $5B in media spend under management, we foster a fast-growing, values-driven, people-first environment where you can thrive. Our portfolio of companies partners with some of the world’s most iconic and ambitious brands. We combine scalability with a solutions-oriented approach to deliver fast-paced, innovative results for our customers while creating meaningful growth opportunities for our teams. If you are looking for opportunities to grow in your career and are passionate about being at the forefront of data and technology, and driving rapid innovation in the future of commerce, we would love to talk with you about joining Momentum. We believe that a culture of belonging, inclusion, and diversity is key to empowering our team members to thrive both personally and professionally. Living out our values is not just a goal; it's a daily practice! For more information, please visit www.momentum.com . The Opportunity Momentum is continually evaluating opportunities to invest in, acquire, and grow businesses that strengthen our portfolio. As our MBA Summer Associate, Capital & Ventures , you'll work alongside senior leadership to evaluate new investment opportunities, support strategic transactions, and help drive value creation across our portfolio. This is an MBA internship taking place in summer 2027. This isn't a traditional internship or a support role. You'll contribute to market and competitive analyses, assess acquisition opportunities, develop investment recommendations, and support strategic initiatives that influence how Momentum grows. From researching emerging markets to helping evaluate potential investments, you'll gain exposure to the strategic and financial decisions that shape our business. You'll leave the su

A World-Changing Company Palantir builds the world’s leading software for data-driven decisions and operations. By bringing the right data to the people who need it, our platforms empower our partners to develop lifesaving drugs, forecast supply chain disruptions, locate missing children, and more. The Role The Finance Team supports and empowers Palantirians through both day-to-day operations and a solution oriented approach to problem solving. As a member of the Revenue Team you will be responsible for analysing and reviewing complex revenue transactions as well as continually refining our revenue recognition policies. You will be responsible for all aspects of the quote-to-cash cycle related to your customer portfolio by working closely with Deal and Finance teams to ensure the accounting and operational aspects of your deals progress efficiently and accurately. You are a key player in the global revenue close process. You are a team player who is eager to learn and improve with a strong attention to detail. The position also requires strong operational, organisational, and communication skills. Core Responsibilities Execute the revenue recognition process from the contract closeout phase to financial statement disclosure Drive revenue and cost of revenue month-end close process by creating and validating accruals, preparing journal entries and account reconciliations, ensuring policy compliance and developing standard reports Exercise judgment while ensuring that accounting conclusions are documented in technical memos in accordance with policies and current software revenue recognition rules Work actively with internal and external auditors to ensure audits are completed efficiently and effectively Identify, champion, and implement continuous improvement initiatives related to revenue processes, including systems, reporting, analysis Partnering with Finance and Sales leadership on revenue forecasting proc

A World-Changing Company Palantir builds the world’s leading software for data-driven decisions and operations. By bringing the right data to the people who need it, our platforms empower our partners to develop lifesaving drugs, forecast supply chain disruptions, locate missing children, and more. The Role The Finance Team supports and empowers Palantirians through both day-to-day operations and a solution oriented approach to problem solving. As a member of the Revenue Team you will be responsible for analyzing and reviewing complex revenue transactions as well as continually refining our revenue recognition policies. You will be responsible for all aspects of the quote-to-cash cycle related to your customer portfolio by working closely with Deal and Finance teams to ensure the accounting and operational aspects of your deals progress efficiently and accurately. You are a key player in the global revenue close process. You are a team player who is eager to learn and improve with a strong attention to detail. The position also requires strong operational, organizational, and communication skills. Core Responsibilities Execute the revenue recognition process from the contract closeout phase to financial statement disclosure Drive revenue and cost of revenue month-end close process by creating and validating accruals, preparing journal entries and account reconciliations, ensuring policy compliance and developing standard reports Exercise judgment while ensuring that accounting conclusions are documented in technical memos in accordance with policies and current software revenue recognition rules Work actively with internal and external auditors to ensure audits are completed efficiently and effectively Identify, champion, and implement continuous improvement initiatives related to revenue processes, including systems, reporting, analysis Partnering with Finance and Sales leadership on revenue forecasting proce

Citi's Asset Backed Securitization and Financing business is one of the most active and diversified structured finance platforms in the market, operating across a broad range of asset classes including auto, equipment, consumer, solar, with a focus on the esoteric products. The team sits within Citi's Spread Products Business group and works across the full securitization lifecycle — from new-issue structuring and deal analysis through to ongoing surveillance and performance monitoring. The business partners closely with originators, underwriters, and investors globally, leveraging deep analytical capability and market expertise to deliver best-in-class structured finance solutions at scale. We are looking for a Vice President/ Director to join the Financing and Securitization Analytics team in a structuring-focused role, where you will own the development and management of cashflow models across a large and varied ABS portfolio, support deal structuring workflows. This is a role for a structured finance professional who combines strong quantitative and modelling skills with the ability to work across deal teams, mentor analysts, and contribute to both the analytical and operational infrastructure of a high-performing business. Key Responsibilities Lead the structuring and execution of ABS transactions, including warehouse facilities and term securitizations, across Core (Auto, Personal Loan, Equipment) and Esoteric (Aviation, Data Center, Triple Net Lease) asset classes. Develop, maintain, and enhance detailed cash flow, collateral, and credit models using Excel, Intex, and related analytical tools. Conduct rigorous quantitative analysis, including bond math, scenario analysis, and stress testing, to assess deal economics, structural features, and credit risk. Coordinate execution with internal teams including credit risk, capital markets, syndicate, sales, trading, legal, and operations

The Senior Relationship Associate is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Senior Relationship Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Serve as the key contact for routine credit requests, negotiation of routine credit documentation, confirmation of support, negotiation of support documentation, problem escalation and resolution for client network and operational teams and help clients navigate Citi’s global network, local coverage and product support Assist with preparing for relationship reviews and with timely origination/monitoring/renewal/completion of Know Your Client (KYC) requirements across all products and marketing levels Interact with cash managers, assistant treasurers, and other treasury personnel from an assigned portfolio of clients for transactional banking issues and support and engage appropriate teams to ensure customer satisfaction Ensure timely resolution and client satisfaction on all financial and operational investigations including credit, foreign exchange, cash management, trade services, etc. Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, where appropriate Negotiate language for largely standardized FX/Derivative transactions, LCs, or working capital loans, as needed Identify revenue opportunities and position certain products with clients and monitor revenues, billing and service queries, correct mapping/mar

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 Ramp already serves thousands of organizations in industries where financial operations work differently: construction companies that manage spend by job and cost code, nonprofits that report by fund and grant, and public-sector organizations accountable for every taxpayer dollar. We are hiring a Lead Product Marketing Manager, Verticals to turn those differences into a durable growth advantage. You will own Ramp's vertical GTM operating model, beginning with Construction / A&E and Nonprofits / Public Sector. You will decide where Ramp should invest, become the resident expert on how finance works in those markets, influence the product roadmap, and build the cross-product narratives and motions that help Ramp win. This is not a content-only, campaign-only, or sales-enablement role. You will own the full vertical business read: market choice, ICP, product readiness, positioning, pipeline, win rate, activation, adoption, attach, campaign performance, and the next product or GTM intervention. What you'll do Set the vertical portfoli

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 Ramp already serves thousands of organizations in industries where financial operations work differently: construction companies that manage spend by job and cost code, nonprofits that report by fund and grant, and public-sector organizations accountable for every taxpayer dollar. We are hiring a Lead Product Marketing Manager, Verticals to turn those differences into a durable growth advantage. You will own Ramp's vertical GTM operating model, beginning with Construction / A&E and Nonprofits / Public Sector. You will decide where Ramp should invest, become the resident expert on how finance works in those markets, influence the product roadmap, and build the cross-product narratives and motions that help Ramp win. This is not a content-only, campaign-only, or sales-enablement role. You will own the full vertical business read: market choice, ICP, product readiness, positioning, pipeline, win rate, activation, adoption, attach, campaign performance, and the next product or GTM intervention. What you'll do Set the vertical portfoli

About AQR Capital Management AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation. About Operations Operations has a diverse set of responsibilities, including settling and recording thousands of transactions per day, identifying and mitigating operational risk, and partnering with technology to develop and implement low-touch, streamlined processes. The Operations department continually seeks ways to improve while actively supporting the development of new business, structures, and markets. The Tax Operations team is a department within Operations focused on the Tax Aware strategies at AQR. The team is responsible for managing platform providers, account onboarding and client inquiries, vendor oversight, and account maintenance and monitoring for our Tax Aware solutions. The Role We are looking to hire a full-time Associate/VP to join the Tax Operations team in a Team Lead capacity. The primary responsibilities of the role include, but are not limited to: Core Responsibilities Onboard and monitor Flex SMA accounts to ensure they are reconciled, in good order, and maintain appropriate balances, settings, and positions Create and review client reports, ensuring accuracy and completeness Revie

At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem including homebuyers and sellers, lenders, title and escrow agents, and real estate agents onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. What You'll Work On Qualia is looking for an experienced Senior Product Marketing Manager to help lead go-to-market strategy across our product portfolio. As a key member of the Product Marketing team, this individual will manage go-to-market initiatives, lead product and feature launches and integrated campaigns, develop messaging and positioning, support sales enablement, and produce content such as product collateral, videos, and customer case studies. This highly collaborative role partners closely with cross-functional teams, including but not limited to Product, Sales, Marketing, and Customer Success. Responsibilities Create and execute comprehensive go-to-market strategies for new product launches, feature releases, and integrated marketing campaigns Produce compelling value propositions and messaging that differentiate our products in the market and resonate with target audiences Develop high-quality content, including product decks, videos, customer case studies, webinars, and more, that highlight the benefits and differentiators of our products Partner with sales teams to develop effective tools, training, and content that empower them to communicate product value to prospects and customers. Create and deliver presentations, sales collateral, and case studies that show customer success Gather customer feedback to iterate on product messaging and positioning. Work closely with Custom

At Qualia, we’ve built a new class of real estate technology that simplifies home buying and selling into an easy, understandable, and secure process. Our products bring together users from across the real estate ecosystem—homebuyers and sellers, lenders, title and escrow agents, and real estate agents—onto a single shared platform, providing greater clarity and transparency to real estate transactions. Today, millions of consumers use Qualia to close on homes every year. Resware is Qualia’s premier on-premise title production product providing unmatched customization and configuration capabilities for enterprise title organizations operating at scale. Title and escrow companies across the country rely on Resware to manage their operations and successfully close thousands of transactions every year. While part of the Qualia portfolio of solutions, the Resware team operates as a dedicated business unit, including Product, Engineering, Customer Success, Professional Services, and Support, focused on serving the unique needs of enterprise title and escrow organizations through its on-premise solution. WHAT YOU'LL WORK ON We are seeking a Senior Software Engineer with a strong product-centric mindset who understands that quality solutions stem from deep collaboration with our Product team. In this role, you'll work closely with Product to analyze customer needs and craft innovative, high-quality software that addresses real-world problems. Your technical expertise, aligned with strategic product insights, will ensure that our engineering solutions not only meet but exceed customer expectations. You'll contribute to the development of new features and modernize our suite of applications. With a focus on autonomy and innovation, you'll bring cutting-edge ideas to life, enhancing our products for tens of thousands of users. Projects include building responsive UIs with React, modern REST APIs, AI offerings, and integrating the latest technolog

Agency Securities Lending Trader – Securities Finance - New York Securities Finance encompasses the Agency Securities Lending (ASL), Directed Agent Investment Services (DAIS), and Collateral products within the Execution Services division of Investor Services. The business partners with institutional investors to enhance their portfolio returns through intrinsic value securities lending, liquidity management, and collateral optimization. Citi's key strengths include unsurpassed global branch network, robust risk management, real-time controls, product innovation, dynamic reporting, and market thought leadership. The business is seeking a securities lending trader to work in New York. Citi provides 24-hour trading coverage and client services through its business locations in Sydney, Hong Kong, Singapore, London, Dublin, New York, and Tampa. Citi’s strategic presence in these locations is designed to align our business with our client base and provide a platform to target new client mandates. Our traders execute transactions for leading global institutional investors including Sovereign Wealth Funds, Pension Funds, Insurance Companies, ETF Issuers, and Mutual Funds. Leveraging our market-leading combination of securities lending expertise, local branch network, and breadth and depth of supply enables us to create mutually beneficial opportunities for both lenders and borrowers alike. RESPONSIBILITIES: Develop and maintain relationships with borrowers to optimize our clients’ securities lending portfolio performance. Adhere to risk & control guidelines specifically as it relates to counterparty credit limits, best execution, and fiduciary obligations. Identify and present trading opportunities to capitalize on special situations and latent holdings. This includes the assessment of voluntary corporate action events such as Rights, Tenders, Buybacks, and Scrip/DRP options.

Xendit is the financial technology platform built for businesses that move fast. We give companies one unified platform for payment acceptance, payouts, treasury and financial services, replacing fragmented local integrations with a single infrastructure layer. We serve businesses of every size, from high-growth startups to global enterprises, processing high-volume transactions across Southeast Asia and beyond, with more markets on our global expansion roadmap. About the Job We are seeking a highly motivated and strategically-minded Account Manager to own and grow our regional/global enterprise portfolio, based in our Jakarta office, working in a hybrid model. This position is dedicated to our most complex and high-value enterprise clients — primarily cross-border e-commerce leaders, global SaaS platforms, and large-scale financial institutions across Indonesia and the wider APAC region. You’ll join Xendit’s Enterprise Account Management team, working closely with Go-to-Market, Product, Engineering, Compliance, Legal, Operations and Risk leadership. You will not just manage accounts — you will architect growth. Minimum Qualifications 5+ years of B2B account management or strategic sales experience in financial services, fintech, or payments. Consistent track record of meeting or exceeding revenue targets, ideally in a role with direct P&L, book-of-business, or portfolio revenue ownership. Experience managing and growing revenue within large and complex enterprise accounts. You understand the needs of international cross-border merchants and the cultural nuances of doing business across APAC markets. Familiarity with the APAC region is essential. Professional proficiency in both English and Bahasa Indonesia. Core Competencies: Builder & Founder-Like Mentality: You thrive in “zero-to-one” environments. You are hands-on, take full ownership, and are relentless in removing blockers for your clients and your team. Exceptional Communicator: You can present

At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem---homebuyers and sellers, lenders, title and escrow agents, and real estate agents---onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. WHAT YOU'LL WORK ON Settlement Agencies depend on Qualia Clear to help improve the speed and quality of a real estate closing. They also rely on Qualia Clear to do chunks of work for them, end-to-end. Qualia Clear's curative agents do this work in production today, on real transactions. As Product Manager for Curative, you will own this agent portfolio end to end — what the agents do next, how precisely they're specified, and whether customers actually use them. If you've built AI agents and want to put them to work at national scale, this is a good fit. RESPONSIBILITIES Own the curative agent portfolio end to end: roadmap, scoping, release, adoption, and iteration Scope agents with deep, precise requirements for AI systems working real title workflows across all 50 states Build rapid prototypes to pressure-test ideas before committing engineering time Partner with Engineering and Design to break ambitious goals into small, shippable milestones that deliver value fast Write tight, plain-language PRDs that frame the problem, success criteria, and context Analyze deployment and utilization data rigorously; use it to sharpen priorities every release Collect and analyze metrics on everything you ship — how well it works and how much it's used Monitor COGs per agent run and drive them down without sacrificing accuracy Report to executives on ideas, roadmap, product adoption, and agent performance Work w

About the Team OpenAI Finance ensures the organization is positioned for long-term success as we pursue our mission. The Order to Cash (OTC) team oversees the complete flow of commercial transactions from order intake and provisioning through billing, collections, and cash application — ensuring accuracy, compliance, and operational excellence in support of OpenAI’s mission to ensure artificial general intelligence benefits all of humanity. About the Role We are looking for a senior, hands-on operator to own Order Management and Billing execution across OpenAI’s cloud marketplace and partner ecosystem, including platforms such as AWS, GCP, Oracle Cloud, GovCloud, and future channels. This senior individual contributor role will translate partner requirements into scalable workflows and ensure launch readiness, accurate billing, and reliable daily execution. As a senior individual contributor within the Cloud Marketplaces team, you will own the end-to-end order-to-invoice lifecycle for your assigned portfolio. You will ensure that private offers, commercial terms, provisioning, pricing, usage, billing data, credits, settlements, and partner-specific reporting flow through our systems accurately, on time, and with audit-ready controls. You will implement and continuously improve the common cloud marketplace operating model, lead cross-functional execution for your assigned portfolio, and surface risks, requirements, and improvement opportunities. You will partner across Revenue Systems, Product, Engineering, GTM, Finance, Partner Operations, and external marketplace stakeholders. This role is critical to building the operational backbone for OpenAI’s expansion across cloud marketplaces and government-cloud channels. You will combine deep operational judgment with process and control execution, automation, clear communication, and hands-on problem solving to improve billing reliability, partner experience, customer outcomes, and financial integrity at scale. This role