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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.

Citi is looking for a Senior Commercial Relationship Manager to focus on the origination and growth of an existing portfolio of commercial clients across the consumer products and services, industrials, and business and professional services sectors. In this senior individual contributor role, you will be instrumental in building Citi's commercial banking presence — identifying and converting target market prospects into new client relationships, while also deepening and expanding existing ones. Your ability to win new business, structure sophisticated financial solutions, and coordinate cross-functional teams will directly shape Citi's commercial banking growth across clients with revenues typically ranging from $20MM and up to $250MM, with a particular focus on companies operating globally or pursuing international expansion. Responsibilities Develop and maintain a disciplined target market plan, identifying and prioritising prospective commercial clients across diversified service sectors and converting those prospects into new, full-wallet banking relationships for Citi. Originate and onboard new client relationships where Citi serves as the primary banking partner, taking ownership of the full sales cycle from initial outreach and pitch through to mandate, onboarding, and activation. Manage and grow a portfolio of commercial clients, acting as the primary point of contact and trusted financial advisor for each relationship. Build and deepen client relationships through proactive outreach, identifying emerging needs, anticipating challenges, and delivering tailored, multi-product solutions that grow share of wallet. Structure and execute complex credit transactions, including global deals, by coordinating product specialists and subject matter experts to deliver customised outcomes aligned to each client's strategy. Lead the end-to-end cred

artificial intelligenceaifinance
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T
11 days ago

About Us Tamara is a leading fintech platform in Saudi Arabia and the GCC region with a mission to help people own their dreams built on being simple, trusted, and everywhere our customers need us. Today, more than 25 million customers and over 130,000 partner merchants depend on Tamara every day for reliable financial solutions across retail, travel, education, healthcare, and beyond. Tamara is backed by Sanabil Investments, a wholly owned company of the Public Investment Fund (PIF), and SNB Capital, among others. Your role The Merchant Retention Lead owns the retention and reactivation of unmanaged SMB merchants across the UAE. This role leads a team of specialists who contact churned merchants to understand why they stopped transacting and resolve or escalate the issue. The team also proactively monitors unmanaged merchants whose order volume is slowing down, identifies the reasons behind the decline, and provides the right support before they fully churn. Your responsibilities: Team leadership and execution: Lead, coach, and performance-manage a team of Specialists Set team priorities, merchant portfolios, outreach targets, and follow-up SLAs Establish a clear daily and weekly operating rhythm for calls, follow-ups, escalations, and performance reviews Monitor call quality, CRM updates, and action-plan execution Ensure each merchant case has a clear churn or slowdown reason, next action, owner, and follow-up date Churn and slowdown management Own outreach to churned merchants with no orders for a predetermined number of days Build an early-intervention approach for unmanaged merchants whose transaction volume is slowing down Ensure the team identifies the root cause behind churn or declining activity through structured merchant conversations Define action plans for each churn reason, including issue resolution, training, product support, or escalation Track merchants through the recovery journey and confirm whether they resume transacting SOPs, frameworks, and i

financeCRM
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E
Everpure
📍 Prague• Full-time
1mo ago

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 Everpure is recruiting an EMEA Benefits Specialist into our Global Benefits Team, based in Prague and reporting to the Head of EMEA Benefits. This is a hands-on delivery role managing the full benefits lifecycle across our eighteen-country EMEA portfolio - country renewals, end-to-end vendor financial management, statutory compliance and annual enrolment execution. You will be the operational spine of the region. We are looking for someone who treats deadlines as absolute commitments: meets compliance requirements on time, runs financial processes smoothly, and who makes sure broker and project milestones are executed with precision. We have transitioned a number of in region day-to-day administrative activities to HR Shared Services, and this role plays a key part in the continued transition and support of these activities. Analysis runs through all of this: 18 countries, multiple currencies, year-on-year cost comparisons, and premium data that must reconcile against memberships, payroll and accounts. WHAT YOU'LL DO Financial & Renewal Governance: Drive the end-to-end benefits lifecycle, from managing complex multi-currency renewal cost models to reconciling premium and membership data, ensuring financial accuracy and procurement compliance. Operational Strategy & Automation: Architect the transition of administrative tasks by identifying, designing, and implementing automation workflows to replace manual

aiExcelsupply chain
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W
11mo ago

JOIN OUR TEAM We are building a pool of talented translators to support future opportunities across our international markets. This is an open call for candidates with specific language skills who are interested in upcoming freelance or temporary translation projects. Please note that this is not an active vacancy, so there may be a delay between your application and us getting in touch . Our Talent Pool allows us to stay connected with strong language specialists before specific opportunities open. After you apply, you will receive a confirmation message, and we may reach out once your profile matches an upcoming need. As part of our Translation team, you would translate product descriptions, newsletters, marketing copy and website content for our Westwing countries. The work requires precision, a high standard of quality and an understanding of the broader business context. You can expect daily work with language, a supportive international team and a collaborative, fast-paced environment. By applying, you express interest in joining our Talent Pool for future translation needs. These opportunities may be temporary and typically report into our team in Warsaw . We may request relevant documents such as language certificates during the screening process. Please ensure your CV clearly states the languages you speak and your proficiency levels. If you’d like to be considered for upcoming roles in our Translation Talent Pool, we look forward to receiving your application. WHAT YOU'LL DO translating product descriptions for our Westwing portfolio translating and proofreading marketing texts, newsletter etc. writing short texts for the website cooperating with other Westwing departments and headquarters quality checks of our Website upcoming linguistic projects YOU COME WITH a foreign language (native/min C1) – ideally one of our current European market languages (e.g., Portuguese, Hungarian, Italian, Spanish, French, other languages are welcome) very good English (as o

About the Role We’re looking for a customer-obsessed Merchant Sentiment Specialist (MSS) to join our ANZ Merchant Experience team, supporting some of our highest-value Restaurant and New Vertical merchants across grocery, alcohol, convenience and retail. Today, this is a hands-on, case and ticket-based Support role. You'll manage merchant issues end to end, working with pace, accuracy and a high standard of service across a busy portfolio. But we're turning the tide on how we deliver that service . Our ambition is to move beyond predominantly reactive ticket support towards deeper, more proactive problem solving — understanding root causes, spotting patterns, bringing the right people together and preventing issues from recurring. That transition won't happen overnight. You'll be joining us in the middle of that evolution , with an opportunity to help shape how we deliver Merchant Service in ANZ and take on increasingly complex problems over time. We're looking for people who are curious, coachable and willing to stretch . You don't need to have every skill on day one — we're more interested in your mindset, judgement and willingness to learn and grow. You’re excited about this opportunity because you will… Be a Champion of Service & Support — deliver a consistently high-quality, white-glove experience and advocate for our merchants across DoorDash. Own your Book of Business (BOB) — manage a dedicated portfolio of merchant cases and prioritise your time based on revenue value, expansion opportunity and advocacy potential, rather than FIFO. Solve beyond the ticket — take ownership of complex issues, investigate root causes and connect the right people to drive the best outcome. Work cross-functionally — partner with Sales, Operations, Product and Support to solve merchant problems and improve the experience. Turn insights into action — identify recurring issues and opportunities, and help improve how we work and serve our merchants. Help shape what’s next — bring

aiExcellogistics
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2M
1mo ago

TITLE : Localization Specialist - German LOCATION: Madrid DEPT: Global Localization COMPANY: 2K (Take-Two Interactive) TYPE: Full-Time, Executive Level What We Need As part of 2K’s evolving Global Loc 2.0 strategy , we are expanding our in-house localization team to elevate linguistic quality and cultural authenticity across our game portfolio. We are seeking a Linguistic Specialist, German to support the translation, editing, and validation of localized content in German, while gaining hands-on experience with localization tools, pipelines, and cross-functional collaboration. This is an entry-level, individual contributor role designed to support early-career linguists and translators looking to grow in the game localization industry. You’ll work under the guidance of senior language leads and localization producers to help ensure accurate and player-relevant content in a structured and supportive environment. WHAT YOU’LL DO Translate or edit in-game text, UI strings, and basic marketing content from English into natural, culturally appropriate German Follow established style guides, glossaries, and tone-of-voice documentation to maintain consistency Collaborate with senior linguists and QA to review linguistic bugs, provide clarifications, and contribute to resolutions Assist in terminology verification and contribute to updates of language resources under guidance Participate in localization test passes for your language and help flag basic lan

project management
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TITLE : Localization Specialist - Castilian Spanish LOCATION: Madrid DEPT: Global Localization COMPANY: 2K (Take-Two Interactive) TYPE: Full-Time, Executive Level (onsite) At 2K, we create some of the most iconic and culture-shaping video games in entertainment, including NBA® 2K , one of the top-selling franchises in the world, and legendary titles like BioShock® , Borderlands® , Mafia , Sid Meier’s Civilization ® , and XCOM® , as well as fan favorites WWE® 2K , TopSpin® , and PGA TOUR® 2K . We build unforgettable experiences by pushing the boundaries of creativity, authenticity and innovation across every genre. Our portfolio is brought to life by some of the most influential game development studios in the world. Visual Concepts, Firaxis Games, Hangar 13, Cat Daddy Games, 31st Union, Cloud Chamber, Gearbox, HB Studios, and 2K SportsLab create world-class experiences across platforms. But what truly powers 2K is our people. We believe the best ideas come from teams that feel empowered, supported, and inspired. As an equal opportunity employer, we are committed to fostering a diverse, inclusive workplace where people are encouraged to come as they are and do their best work. What We Need As part of 2K’s evolving Global Loc 2.0 strategy , we are expanding our in-house localization team to elevate linguistic quality and cultural authenticity across our game portfolio. We are seeking a Linguistic Specialist to support the translation, editing, and validation of localized cont

project management
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C
5mo ago

Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent. Role Summary We are seeking a solution-driven and governance-focused Data Architect to support the design, development, and evolution of BankX's enterprise data architecture. This role is critical in ensuring that data across the organization is well-modeled, secure, high-quality, discoverable, and optimized for analytics, AI/ML, and regulatory requirements. You will work closely with Data Engineers, Data Scientists, AI/ML Engineers, Business Stakeholders, and Data Governance teams to define architectural standards, enhance data flows, and ensure alignment with regulatory and internal policies such as PDPA. What You’ll Do 1. Enterprise Data Architecture Design Define and maintain logical and physical data models across domains (e.g., customer, product, transaction, risk) Establish data architecture principles, naming conventions, and modelling standards aligned with business and regulatory needs. Design semantic layers, data marts, and feature stores to support analytics and AI use cases. Collaborate with Data Scientists to ensure feature definitions are consistent, reusable, and aligned with business logic. 2. Platform Integration & Optimization Work with Data Engineers to implement scalable data pipelines using Azure Data Services, Databricks, and Delta Lake. E

sqlazureai
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Ramp
📍 New York• Full-time• Remote• $190K – $290K/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 Ramp wins when our customers win. Ramp’s customer base is scaling rapidly, spanning more businesses, more users, and more use cases across increasingly complex finance operations. At the same time, our expanding product surface area — from cards and expense management to bill payments, procurement, vendor management, accounting automation, and emerging products — is creating more nuanced customer needs and more cross-functional support moments. AI is changing what is possible in parallel: giving CX new ways to route, resolve, and guide customers, while raising the bar for where human judgment, specialization, and consultative support matter most. We are hiring a Director to lead a critical part of our omni-channel Customer Experience organization: the teams and leaders serving customers across Phone, Email, and Chat. You will lead within a 24/7 customer operation, ensuring the right coverage, leadership, and customer experience across channels. This role is accountable for the performance of its channel portfolio, helping customers ge

REMOTEaiaccountingfinance
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B
Boeing
📍 Huntsville• $99.5K – $134.6K/yr
Just now

Associate Software Engineer Company: The Boeing Company The Boeing Company has an exciting opportunity for an Associate Software Engineer to support the ADaPS organization in Huntsville, AL. ADaPS (an organization of over 100 software engineers) supports programs across the entire portfolio of Boeing products including Space Launch Systems (SLS), Satellite Efforts, and Advanced Missile Defense efforts including Patriot Advanced Capability (PAC3) and Integrated Fires Protection Capability 2nd Interceptor (IFPC – 2). ADaPS specializes in implementing rapid prototyping and development programs using small, adaptable agile teams. Position Responsibilities: Assists with the development and fielding of flight software for seeker systems Assists with the design and development of test software for seeker software Assists with the development and integration of Weapons Open System Architecture Framework Domains into missile and weapons systems Assists with the development firmware and its integration with hardware/software Works in small agile teams composed of diverse engineering skills Use your talents to tackle complex problems on a variety of programs Develops technical products, plans, documentation, and briefings in support of program requirements Assists with review, analysis and translation of customer requirements into initial design of software products Supports development, documentation and maintenance of architectures, requirements, algorithms, interfaces and designs for software products Security Clearance: This position requires the ability to obtain a U.S. Security Clearance for which the U.S. Government requires

typescriptpythonjava
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This role is part of our Central Finance Team at saas.group. What is saas.group? Think of us as the driving catalyst behind your favorite software success stories. saas.group, established in 2017, is on a mission to turbocharge promising B2B SaaS ventures, unlocking their full potential. As a Software-as-a-Service portfolio powerhouse, we specialize in acquiring small software treasures and polishing them into industry stars. With a dynamic, fully remote team of nearly 400+ colleagues spanning 45 countries we are truly global and we are rewriting the playbook on SaaS innovation and collaboration. We grow 24 exciting brands under our umbrella. Feel free to explore our Candidate's Hub to get an insider's view, dive into our culture, gain valuable insights into our teams and how we work. Also, don’t forget to follow saas.group on LinkedIn to stay up-to-date on our job openings, podcast episodes, and with all things happening at our company. Profile Overview We are looking for a hands-on, detail-oriented Managing Director to lead SaaS.group GmbH, our German legal entity based in Schönefeld . In this role, you will serve as the registered Managing Director on-site, exercising real decision-making authority, managing office administration, and overseeing day-to-day accounting operations . You will serve as the local face of the company for authorities, banks, auditors, and external service providers while working in close alignment with our Central Legal, Accounting, and Finance teams . This is a unique opportunity for an experienced finance or office management professional based in the Berlin/Brandenburg region looking to step up into an official corporate leadership role within an international, fast-growing software group . Your immediate impact in the first 3-6 months will be: Seamlessly transition into the registered Managing Director role for SaaS.group GmbH and establish effective on-site operational processes in Schönefeld . Assume complete oversight of lo

accountingfinance
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C
7 days ago

The Credit Portfolio Analyst II is an intermediate-level position responsible for conducting credit reviews, credit approval and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi's portfolio exposure to clients and counterparties globally. Job Responsibilities: Conduct risk assessments and client credit analyses with supervision. Review financial results and peer analyses to support the preparation of financial projections. Assist in the preparation of green-light and transaction approval memos. Support due diligence activities and the building of cash flow models and sensitivity analyses. Escalate credit concerns and updates to senior risk and business managers. Support the proposal of risk mitigation actions by staying informed of related developments in the portfolio and industry, and by understanding the credit process, policies, and Citi's risk appetite. Assist with portfolio review preparation and the conduct of stress tests. Build working relationships with various teams across the bank, including deal, coverage, and product teams. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets. Support compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency. Provide input into the risk analysis of tools used to monitor Credit Risk Exposure Assist in the assessment of collateral risk and stress testing. Assist in the preparation of risk review materials for proactive risk management and to present to internal stakeholders. Assist in monitoring credit portfolio limits to ensur

sqlaccountingfinance
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CC
CCL Confidential
📍 Vancouver• Full-time• $180K – $350K/yr
6mo ago

We are looking for a Portfolio Research Analyst to join our fast-paced and entrepreneurial Quantitative Equity Team! We are a high-performance team embedded in a top-performing quantitative equity fund that manages over $78+ billion USD in financial assets. We combine quantitative research with leading-edge technology to develop our unique algorithmic investment strategies. A culture of innovation, growth and success through collaboration and mutual respect has enabled us to deliver top tier performance for over two decades. This is a role within the Portfolio Construction group responsible for the construction of optimal portfolios and desired trades for those portfolios. You will be contributing to the ongoing advancement of our in-house equity portfolio optimization framework that directly drives our daily investment decisions for delivering exceptional portfolio performance over the long term. You will possess an understanding of the key drivers of equity portfolio construction, including equity forecasts, risk management, and transaction cost management. We are based in beautiful Vancouver, Canada; our team embraces the lifestyle and activities that life in Vancouver awards. What You Will Do This is an exciting role for an individual who is passionate about quantitative research and wants to apply a disciplined and scientific approach to portfolio construction. You will work with key decision makers on the team and have a broad range of responsibilities, including: Research and development – Conduct projects to enhance the portfolio optimization solutions by applying a variety of skills and techniques in finance, mathematical optimization, and statistics. Portfolio oversight – Monitor portfolio characteristics and ensure consistency with investment strategy and guidelines. Performance analysis – Conduct in-depth portfolio performance attribution to support decision making, performance evaluation, idea g

Excelfinance
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P
Point72
📍 New York• $125K – $200K/yr
26mo ago

Role/Responsibilities Research and develop in-house trading strategies, used by both discretionary and quantitative traders. Conduct quantitative research on market microstructure, applying knowledge to improve trading algorithm and identify market anomalies. Develop and maintain predictive models to optimize trade execution and minimize transaction costs, utilizing both linear and non-linear techniques. Collaborate with cross-functional teams, including portfolio managers and researchers, to design and implement solutions for the trading strategies. Stay current and report on changes in market microstructure. Requirements Master's degree or higher in a quantitative field such as Finance, Mathematics, Statistics, Computer Science, or a related discipline. A minimum of 2 years of experience in quantitative research, building statistical models for intraday study. Solid understanding of market impact. Proficiency in programming languages such as Python and C++. Experience in AWS is preferred. Strong knowledge in macro products, including FX and bonds, is a plus. Commitment to the highest ethical standards. The annual base salary range is $125,000-200,000 (USD). Actual compensation offered to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

pythonawsc++
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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 Manager, Mergers & Acquisitions Manager, Strategic Investments Job Description Summary The Manager, Strategic Investments is an integral member of the team driving all phases sourcing, executing and overseeing strategic investments at Mastercard. The qualified candidate will be a member of a highly visible team and responsible for driving investment efforts in the Start Path fund, while also assisting with broader strategic investments, and portfolio management. The position reports to VP, Mergers and Acquisitions (Minority Investments). The candidate will lead strategic minority investments Mastercard’s Start Path program with the following primary responsibilities: • Oversee the end-to-end Start Path investment process: including but not limited to business case development, cross-functional diligence, and negotiating transaction terms with founders • Evaluate strategic fit of prospective investments against Mastercard’s priorities, including asset enhancement, ecosystem reach, and engagement expansion • Prepare executive level materials for Investment Committee and senior leadership, including investment memos, strategic rationales, and risk/mitigant frameworks. • Manage the Start Path investment portfolio: (i) point of contact for founders, internal stakeholders, and executive sponsor

accountingfinancerecruitment
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