Portfolio And Transaction Specialist Jobs

Trader for a Discretionary Macro Team Focused on High Yield/Stressed/Distressed Credit A Career with Point72’s Macro Team Point72’s Global Macro business is a scaled, global investment platform with more than two decades of experience trading across rates, FX, credit, volatility, and emerging markets. Operating across 10 offices worldwide, we have doubled our capital allocation and grown our number of teams fivefold since 2020. We combine deep asset-class expertise with a highly collaborative culture across macro, fundamental equities, and systematic strategies to drive differentiated investment performance and support long-term career growth for our talent. What you’ll do Work with the portfolio manager on electronic and non-electronic execution of all credit trades. Maintain strong relationships with a broad set of liquidity providers. Analyze new issues and maintain relationships with syndicate desks. Be responsible for position maintenance (e.g., CDS rolls) and liaise with Investment Services teams on corporate actions. Conduct research on things such as transaction cost analysis and broker/algorithm evaluation. What’s REQUIRED 3+ years of work experience as a credit trader in corporate bonds or CDS. Experience with OMS/EMS platforms such as MarketAxess and TradeWeb. A team player and collaborative mentality. Understanding of order lifecycle from order generation to booking and TCA. Keen intuition for markets and a passion for studying them. Intellectual curiosity, tenacity, and the ability and willingness to proactively communicate potential operations risks. Strong problem solving and communication skills. Commitment to the highest ethical standards. We take care of our people We invest in our people, their careers, their health, and their well-being. When you work here, we provide: Fully paid health care benefits Generous parental and family leave policies Volunteer opportunities Support for employee-led affinity groups representing women

About THG Ingenuity THG Ingenuity is a fully integrated digital commerce ecosystem, designed to power brands without limits. Our global end-to-end tech platform is comprised of three products: THG Commerce, THG Studios, THG Fulfilment. Each represents a single, unified solution, overcoming challenges and taking brands direct-to-consumer. Our client portfolio includes globally recognised brands such as Coca-Cola, Nestle, Elemis, Homebase, and Proctor & Gamble. The Role We are seeking a talented and commercially astute Data Scientist to join our dynamic team tackling Fraud, Payments and Finance. In this multi-focus role, you will be responsible for protecting our global e-commerce operations from fraud, optimising our payments performance and driving profitability and automation initiatives within Finance. Working with vast, complex datasets, the work will involve combatting online fraud using our award-winning THG Detect platform and driving payments optimisation by increasing authorisation rates, while also using the latest AI software and Google Cloud Platform (GCP) infrastructure to build complex data solutions and applications. This role requires a blend of strong technical skills, commercial acumen, and effective communication to translate complex data insights into tangible business value. Responsibilities: Optimise Fraud Detection: Continuously improve automated decision-making in our in-house THG Detect platform using machine learning and decision rules. Enhance Payment Performance: Lead data-driven initiatives to boost payment authorisation rates, optimise transaction routing, and reduce costs. Drive Profitability within Finance: Lead automation and profitability initiatives across different areas of Finance. Communicate Performance: Report on all aspects of fraud, payments and finance performance to stakeholders at all levels, including C-level management. Drive System Improvements: Collaborate with Fraud, Payments, F

About Us OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team brings experience at companies such as J.P. Morgan, Goldman Sachs, FalconX, PayPal, Affirm, Polygon, Kraken, Nium, Visa, Mastercard & others. We’re backed by Accel, Lightspeed, M13, Northzone, Pantera, and other top-tier investors. Role Overview We are hiring for our APAC Client Success team - this role will own the retention and growth of our institutional clients across the region. As a core member of our APAC go-to-market team, you'll manage client relationships end-to-end, understand their needs, and work cross-functionally to deliver tailored solutions that drive their success, while ensuring OpenFX has the coverage required to grow its institutional book across APAC. Key Responsibilities: Client Coverage & Engagement, Account Growth & Expansion, Driving Operational Excellence, AI-Powered Scale Client Coverage & Engagement Serve as the primary point of contact for a growing portfolio of institutional clients across APAC. Build and maintain account growth plans covering each client's business model, strategic priorities, and growth potential. Drive proactive engagement across the book, ensuring every APAC client has a high-quality relationship with OpenFX. Deeply understand each client's business to uncover opportunities and strengthen the relationship over time. Account Growth & Expansion Analyze client data to identify opportunities for volume growth and increased product adoption. Develop and execute strategies that grow transaction volume by helping clients optimize their FX flows and deepen their activity on our platform. Own the cross-sell pipeline independently, driving adoptio

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 Every business running on Stripe eventually asks the same questions: What's happening with my business? What does it mean for my company? How do I reconcile my books? And how do I get my Stripe data into my own systems and apps? This is all becoming even more important in the era of AI, where merchant’s agents need the right access to, and understanding of, Stripe’s data. The Data Products team exists to answer those questions — at any scale, for any business. We build the products that turn Stripe's rich transaction data into understanding and action: Sigma for deep SQL-powered analytics, Stripe Data Pipeline for delivering Stripe data directly into merchants' own warehouses and applications, and databases for surfacing the right insight, in context, right inside the Dashboard. Our users range from a founder running their first revenue report to an enterprise finance team reconciling millions of transactions across dozens of markets, to any agent working on a merchant’s behalf. What they all share is a need to trust their data, understand their business, and move fast. We make that possible. About the Role As the PM leading Data Products, you will own the product strategy and execution for Stripe's merchant-facing data portfolio — defining what it means for Stripe to be the best data platform for our merchants and agents. You'll set the direction across Sigma, SDP, and other data products, lead a team of PMs, and work closely with engineering, d

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: Are you an analytical, curious, self-motivated professional with a passion for multifamily real estate? If so, Freddie Mac might be the employer for you! We are looking for a Multifamily Asset Management Senior to join the Structured Transactions group. This group falls within Special Servicing and handles asset management related functions for our (i) Low Income Housing Tax Credit ( LIHTC) investments and (ii) most complex portfolio and securitized assets, including bond transactions and revolving lines of credit. These transactions represent a significant commitment to some of Freddie Mac’s most meaningful corporate affordability objectives. The successful talent will analyze, process, and manage a variety of consent requests, complete underwriting analysis, and work with legal counsel as appropriate. In addition, you will exercise delegated approval authority for certain credit decisions on regular requests and recommend to management for circumstances that exceed their respective levels of authority. Our Impact: Our team is responsible for asset management coverage of all LIHTC investments and structured loan products, and balance sheet loans We seek to timely fulfill our commitments and asset management functions on LIHTC investments and maintain high credit quality on requests for existing loans and structured deals Your Impact: You will bring LIHTC asset management experience and you will: Manage a team and exercise delegated approval authority for LIHTC functions

The Banker 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 Banker 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: Lead in the origination, structuring, and execution of transactions and financings and foster and leverage ongoing global relationships inside and outside of the organization Manage credit risk of the client portfolio and allocate capital prudently through partnership with senior credit officers and capital management Provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, structured finance, share repurchase, and interest rate and equity derivatives for a selected client portfolio Provide sophisticated financial solutions tailored to clients’ needs and act as a content provider on industry and market trends Meet revenue and other financial goals by leveraging Citi’s full spectrum of Institutional Client Groups (ICG) products and services and ensure solutions meet or exceed internal risk, return and compliance requirements, ethical standards, and anticipated future changes in the marketplace Partner with ICG partners to execute episodic transactions and drive client planning by delivering product agnostic solutions, client access, and effective capital allocation Recruit and develop diverse talent for the Corporate Bank and serve as a mentor to junior bankers Appropriately assess risk when business decisions are made, demonstrating particular consideration

The Banker 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 Banker 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: Lead in the origination, structuring, and execution of transactions and financings and foster and leverage ongoing global relationships inside and outside of the organization Manage credit risk of the client portfolio and allocate capital prudently through partnership with senior credit officers and capital management Provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, structured finance, share repurchase, and interest rate and equity derivatives for a selected client portfolio Provide sophisticated financial solutions tailored to clients’ needs and act as a content provider on industry and market trends Meet revenue and other financial goals by leveraging Citi’s full spectrum of Institutional Client Groups (ICG) products and services and ensure solutions meet or exceed internal risk, return and compliance requirements, ethical standards, and anticipated future changes in the marketplace Partner with ICG partners to execute episodic transactions and drive client planning by delivering product agnostic solutions, client access, and effective capital allocation Recruit and develop diverse talent for the Corporate Bank and serve as a mentor to junior bankers Appropriately assess risk when business decisions are made, demonstrating particular consideration

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed Complete and maintain operational workflows, and identify and implement opportunities for optimisation Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inqui

Citi is looking for a Commercial Credit Officer to take ownership of credit underwriting and portfolio management within its rapidly growing US Commercial Bank, serving mid-to-large companies with revenues from $100 million to $3 billion. In this role, you will sit at the center of the lending process — assessing credit risk, structuring financing solutions, and partnering directly with relationship bankers and independent risk teams to deliver best-in-class outcomes for clients. Your decisions will directly shape the credit quality and performance of a significant commercial lending portfolio for the Digital, Technology & Communications (DTC) vertical. Responsibilities Manage the end-to-end credit underwriting process for new and existing commercial relationships, from initial pre-screening and credit appetite assessment through to approval, documentation, and ongoing portfolio oversight. Assess the creditworthiness of commercial borrowers by conducting detailed financial statement analysis, cash flow modeling, trend, and ratio analysis, and evaluating complex business structures including those with international subsidiaries. Prepare comprehensive written credit analyses that articulate the financing need, key risk factors, structural considerations, and a well-supported credit recommendation. Monitor existing borrowers through monthly and quarterly financial reviews, tracking covenant compliance, identifying early warning indicators, and escalating emerging concerns to relevant stakeholders. Oversee the loan documentation process for new transactions and amendments, coordinating with internal partners and external legal counsel to ensure all approval terms are accurately reflected in closing documents. Maintain regulatory compliance across the portfolio by ensuring accurate risk ratings, appropriate classification, and adherence to all applicable credit policies and regulatory framewor

The Role As a Manager at Clarity Partners, you will work directly with clients, Partners and experienced colleagues to solve complex strategic and commercial challenges. From an early stage, you will take ownership of projects, shape analyses and recommendations, and contribute to decisions that create lasting value for private equity investors, portfolio companies and management teams. Working in small, collaborative teams, you will gain broad exposure across strategy, transactions and value creation while continuing to develop as a trusted advisor. About Clarity Partners Clarity Partners is a Nordic M&A and growth strategy advisor part of Teneo, the global CEO advisory firm. We partner with our clients to discover, unlock and accelerate value creation, bringing top-tier quality advice, delivered with flexibility to suit our clients' timelines and requirements. Our services span the full value creation lifecycle, from investment assessment and commercial due diligence through growth strategy and transformations to pre-sale support. We want to be ambitious and successful, while also always taking care of each other. What You will Do Deliver high-quality research, analysis and client insights across a range of projects. Lead projects with support from senior colleagues. Build trusted relationships with client teams, proactively managing day-to-day interactions and escalating issues where appropriate. Develop clear, client-ready presentations and recommendations. Contribute to business development and support the continued growth of the firm. What You Can Expect Meaningful responsibility and direct client exposure from an early stage. Close collaboration with experienced colleagues and Partners in small, high-performing teams. Challenging work across strategy, transactions and value creation for leading private equity investors and companies. Continuous learning through close collaboration with experienced colleagues, Partners and clients. A p

The Role As a Senior Consultant at Clarity Partners, you will work directly with clients, Partners and experienced colleagues to solve complex strategic and commercial challenges. From an early stage, you will take ownership of workstreams, shape analyses and recommendations, and contribute to decisions that create lasting value for private equity investors, portfolio companies and management teams. Working in small, collaborative teams, you will gain broad exposure across strategy, transactions and value creation while continuing to develop as a trusted advisor. About Clarity Partners Clarity Partners is a Nordic M&A and growth strategy advisor part of Teneo, the global CEO advisory firm. We partner with our clients to discover, unlock and accelerate value creation, bringing top-tier quality advice, delivered with flexibility to suit our clients' timelines and requirements. Our services span the full value creation lifecycle, from investment assessment and commercial due diligence through growth strategy and transformations to pre-sale support. We want to be ambitious and successful, while also always taking care of each other. What You will Do Deliver high-quality research, analysis and client insights across a range of projects. Lead workstreams and smaller engagements with support from senior colleagues. Build trusted relationships with client teams, proactively managing day-to-day interactions and escalating issues where appropriate. Develop clear, client-ready presentations and recommendations. Contribute to business development and support the continued growth of the firm. What You Can Expect Meaningful responsibility and direct client exposure from an early stage. Close collaboration with experienced colleagues and Partners in small, high-performing teams. Challenging work across strategy, transactions and value creation for leading private equity investors and companies. Continuous learning through close collaboration with experienc

The Customer Success Manager I oversees a portfolio of accounts and ensures an amazing customer experience, as measured by NPS, net revenue retention, referrals and product usage indicators. As the key contact point for the customer relationship on Diligent products. The CSM I will perform hands-on account management activities as well as collaborate with other team members in coordinating successful customer onboarding, training and ongoing customer relationships to ensure long-term satisfaction. Key Responsibilities Renew and grow a set of customer accounts by proactively anticipating needs, recommending additional products and services and providing an excellent customer experience as measured by revenue retention and customer product usage; Increase overall client satisfaction with Diligent measured through Net Promoter Score; Provide a seamless and ‘best in class’ customer experience through all phases of the customer lifecycle - coordinating with the client implementation and project teams, administrative staff, IT Team, and users of the Diligent application/s; Collaborate internally to be the voice of the customer across other departments, including with the sales, expansion, services, marketing, finance, customer transactions and operations teams. Be heavily intertwined with the Expansion Sales team in spotting, qualifying and passing on expansion leads Facilitation alongside the Implementation team of Diligent’s product and modules with senior stakeholders to the client including C-Suite and Directors. Build and maintain strong direct client relationships with key stakeholders & retain those relationships. Seek out client advocacy related initiatives Renewal of the existing book of Business Negotiating bigger deals Required Experience/Skills Up To 3 years of experience required Fluency in additional languages to English are desirable Build and maintain strong

About the Team OpenAI’s Legal team plays a crucial role in advancing our mission by tackling novel and consequential legal issues in AI. The commercial infrastructure legal team supports the systems and facilities that make advanced AI possible, including compute, first-party silicon, colocation, and first-party data center development. About the Role We’re seeking a senior commercial infrastructure lawyer to lead legal work across our rapidly growing data center development and colocation portfolio. You will advise on complex, high-value transactions involving new data center sites, power, construction, colocation, and related infrastructure arrangements. This role is designed for a lawyer who understands how data centers are developed and operated—not a general real estate practitioner. You will work closely with infrastructure, finance, procurement, and operations teams, while coordinating outside counsel where appropriate, to help projects move quickly and responsibly. San Francisco is preferred, and occasional travel may be required. In this role, you will: Lead commercial legal strategy and risk management for data center development and colocation transactions. Draft, negotiate, and advise on colocation agreements, construction agreements, power-related arrangements, and other contracts supporting data center development. Support first-party projects involving raw land, site and power rights, design and construction, EPC models, third-party build-to-suit structures, and leasebacks. Partner cross-functionally with infrastructure, finance, procurement, operations, and other stakeholders on fast-moving, complex projects. Manage and collaborate effectively with outside counsel across a high volume of infrastructure matters. Develop scalable legal playbooks and contracting approaches for a growing portfolio of data center sites. You might thrive in this role if you have: 12+ years of legal experience, primarily in commercial legal roles. Deep, hands-on experience

Workplace Strategy and Operations Manager 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 Stripe's Workplace team is responsible for delivering welcoming, functional, and beautiful environments worldwide. We ensure that Stripe's real estate portfolio evolves to stay aligned with our mission and the needs of our users, while also ensuring efficient space utilization. As part of the team, you'll help scale Stripe's future workspaces, collaborating with stakeholders across the company. What you'll do Reporting to the Head of Workplace, the Strategy and Operations Manager will play a key role in driving cross-functional initiatives across our core Workplace pillars (Real Estate Strategy and Transactions, Environments (design and construction), and Experience (workplace services and programs), alongside high-priority 'interstitial' projects. You'll contribute to projects and programs that shape the future of Workplace at Stripe. With the ability to influence from a strategic and administrative perspective, you'll be instrumental in executing key cross-org initiatives and helping us move from strategy to execution while ensuring operational excellence. Responsibilities Assist the Head of Workplace in defining SOKRs and ensuring all pillars and cross-functional partners are aligned with the team's roadmap Lead cross-functional projects that don't fit neatly into one department. Support M&A integrations Identify bottlenecks in our current workflows and design scalable processes to remove them

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: Are you a smart, curious, self-motivated professional with a passion for multifamily real estate? Or have you worked at a commercial real estate firm, commercial bank, or commercial real estate developer? If so, Freddie Mac might be the employer for you! We are looking for a Multifamily Asset Management Professional to join the Structured Transactions group. This group falls within asset management and addresses related functions for Freddie Mac structured loans. These loans represent a multi-billion-dollar, long-term portfolio exposure to Freddie Mac but also represent a significant contribution to some of Freddie Mac’s most meaningful corporate housing affordability objectives. The hired candidate will analyze, process, and manage a variety of loan level consent requests, complete underwriting analysis, and work with legal counsel as appropriate to make recommendations to management on certain credit decisions and regular requests. The candidate will also work on various other projects within the Structured Transactions group purview, including financial analysis of lease-up loans, deal level analysis and consents, and portfolio level reporting. Our Impact: The Structured Transactions Team within Freddie Mac Multifamily Asset Management is responsible for asset management of the most complex portfolio and securitized loans, including bonds, Tax-Exempt Loans, Transitional Lines of Credit and related activities, Hedges, and the Low-Income Housing Tax Credit (LIHTC) Equity portfolio. We work with various groups at Freddie Mac, the Optigo network, and the US Multifamily industry. Your