Portfolio And Transaction Specialist Jobs

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 guiding your customer & deal portfolio through the quote-to-cash process, analyzing and reviewing complex revenue transactions, as well as continually refining our revenue recognition policies. You will need to be able to articulate revenue guidance clearly while supporting legal and deal team on contract drafting to maximize revenue. You will also provide direction on technical revenue accounting issues and be able to explain the accounting impact to the internal stakeholders across various teams including Business Development/Sales, Legal, and Finance during the contract negotiation process. You will work closely with Sales, Finance, and Accounts Receivable teams to ensure the health of your portfolio and participate in global month/quarter end revenue close. You are a hands on self-starter who loves to collaborate, and who is always looking to improve upon the status quo. The position requires strong technical, analytical, attention to details and communication skills. Core Responsibilities Manage the revenue recognition process from the contract negotiation phase to financial statement disclosure. Partnering with Legal and Sales teams to optimize contractual structures to achieve business objectives while ensuring compliance with policies and revenue recognition rules. Exercise judgment while ensuring that accounting conclusions are documented in technical memos in accordance with policies and current software revenue recogni

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 guiding your customer and deal portfolio through the quote-to-cash process, analysing and reviewing complex revenue transactions, as well as continually refining our revenue recognition policies. You will need to be able to articulate revenue guidance clearly while supporting the legal and deal team on contract drafting to maximise revenue. You will also provide direction on technical revenue accounting issues and be able to explain the accounting impact to the internal stakeholders across various teams including Business Development/Sales, Legal, and Finance during the contract negotiation process. You will work closely with Sales, Finance, and Accounts Receivable teams to ensure the health of your portfolio and participate in global month/quarter-end revenue close. You are a hands-on self-starter who loves to collaborate, and who is always looking to improve upon the status quo. The position requires strong technical, analytical, attention to detail and communication skills. Core Responsibilities Manage the revenue recognition process from the contract negotiation phase to financial statement disclosure. Partnering with Legal and Sales teams to optimise contractual structures to achieve business objectives while ensuring compliance with policies and revenue recognition rules. Exercise judgement while ensuring that accounting conclusions are documented in technical memos in accordance with policies and current software revenue recognition

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 guiding your customer & deal portfolio through the quote-to-cash process, analyzing and reviewing complex revenue transactions, as well as continually refining our revenue recognition policies. You will need to be able to articulate revenue guidance clearly while supporting legal and deal team on contract drafting to maximize revenue. You will also provide direction on technical revenue accounting issues and be able to explain the accounting impact to the internal stakeholders across various teams including Business Development/Sales, Legal, and Finance during the contract negotiation process. You will work closely with Sales, Finance, and Accounts Receivable teams to ensure the health of your portfolio and participate in global month/quarter end revenue close. You are a hands on self-starter who loves to collaborate, and who is always looking to improve upon the status quo. The position requires strong technical, analytical, attention to details and communication skills. Core Responsibilities Manage the revenue recognition process from the contract negotiation phase to financial statement disclosure. Partnering with Legal and Sales teams to optimize contractual structures to achieve business objectives while ensuring compliance with policies and revenue recognition rules. Exercise judgment while ensuring that accounting conclusions are documented in technical memos in accordance with policies and current software revenue recogni

Position Overview: The Customer Success Manager oversees a portfolio of accounts and ensures an amazing customer experience, as measured by NPS, gross revenue retention, upsell/cross-sell referrals, meaningful customer engagement and adoption via product usage indicators. As the key contact point for the customer relationship on Diligent products. The CSM 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 Build and maintain strong direct client relationships with key stakeholders & retain those relationships via meaningful and consistent engagement with the key stakeholders at the customer. This entails setting up and running operational meetings as well as periodic formalised business review meetings to align intended outcomes with the customer journey. Owning and managing the commercial and contractual customer renewal process; Grow your 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; Collaborate with the Sales team in a mutually beneficial account management model by spotting, qualifying and passing on expansion leads 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 op

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, ESG and DE&I. The firm has more than 1,800 employees located in 50+ offices around the world. The Role As a Director, you will play a key role within our senior Management Consulting team, helping deliver exceptional client work while supporting the growth and development of our people. Working closely with Managing Directors, you will help build and strengthen client relationships, identify new business opportunities, and contribute to the continued growth of the practice. This role will serve leading Technology and Services companies on a broad range of strategic and commercial challenges, including Growth Strategy, M&A, Commercial Due Diligence, Pricing & Revenue Monetization, Go-to-Market Strategy and Operations, and Operating Model Design. You will work with corporate clients as well as private equity investors and their portfolio companies, helping organizations drive growth, unlock value, and execute critical strategic initiatives across a variety of industries. Responsibilities Structure and lead complex projects in close collaboration with a Managing Director Apply strong consulting skills to lead complex analytical

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood’s mission has always been to democratize finance for all. With the launch of Robinhood Ventures, we’re taking a bold step forward - bringing access to private market investing to everyone, not just accredited investors. This new product line is designed to unlock opportunities traditionally limited to a select few, helping more people participate in the growth of private companies. As a Deal Lead for Robinhood Ventures , you will be at the forefront of sourcing and executing high-impact investments for our flagship publicly traded fund. You will be responsible for identifying new opportunities, conducting thorough financial and operational diligence, and supporting closing transactions in a competitive market. You will manage the full investment lifecycle—from sourcing and evaluation through investment committee materials, negotiation support, and portfolio engagement. This role reports to the Head of Robinhood Ventures and offers a rare opportunity to help shape a new product from its early stages while contributing to long-term platform growth. This role is based in our Menlo Park, CA office, with in-person attendance expected at least 3 days per week

At Gilead, we’re creating a healthier world for all people. For more than 35 years, we’ve tackled diseases such as HIV, viral hepatitis, COVID-19 and cancer – working relentlessly to develop therapies that help improve lives and to ensure access to these therapies across the globe. We continue to fight against the world’s biggest health challenges, and our mission requires collaboration, determination and a relentless drive to make a difference. Every member of Gilead’s team plays a critical role in the discovery and development of life-changing scientific innovations. Our employees are our greatest asset as we work to achieve our bold ambitions, and we’re looking for the next wave of passionate and ambitious people ready to make a direct impact. We believe every employee deserves a great leader. People Leaders are the cornerstone to the employee experience at Gilead and Kite. As a people leader now or in the future, you are the key driver in evolving our culture and creating an environment where every employee feels included, developed and empowered to fulfil their aspirations. Join Gilead and help create possible, together. Job Description The Manager, Integration Management Office (IMO) and Alliance Operations is responsible for operational excellence, governance, capability development, and continuous improvement supporting Gilead's integration and alliance management activities. This role serves as the operational backbone for both the Integration Management Office and the Alliance Management function, ensuring consistent governance, disciplined execution, effective portfolio oversight, and enterprise-wide knowledge management across M&A acquisitions, divestitures, strategic partnerships, collaborations, and alliance portfolios. The position enables Gilead to execute transactions and partnerships more effective

About the opportunity As our new Treasury Trader you will autonomously drive core treasury operations, liquidity and cash management, and investments (with a primary focus on public sector financing). Operating with high autonomy, you will manage the short term Treasury book, central bank operations, assess bank’s liquidity position and monitor key KPIs. Acting as a crucial bridge across Group Risk, Accounting, and Regulatory Reporting, you will also as 1 LoD maintain audit readiness to ensure complete operational stability. You will also enjoy our hybrid work model - flexibility of working both from home, and from our office in Barcelona. In this role, you will: Trade Execution & Portfolio Management: Evaluate potential investment opportunities, then price (Bloomberg experience required), execute, and log transactions across Front Office tools, focusing primarily on public sector financing and short maturities. Proactively manage money market products and the short-term book, including Repo and Reverse Repo portfolios. Liquidity & Reserve Management: Oversee key liquidity functions, including Bundesbank cash pooling, Eurosystem minimum reserve requirements, overnight deposits, credit lines, and short-term portfolio hedging. Payment Systems & Central Bank Operations: Serve as the primary deputy for key payment and settlement infrastructure (Target, ESMIG, MACCS) and oversee central bank account management. Audit, Compliance & Governance: Support internal and external audits, enforce compliance with key banking regulations, and drive First Line of Defense (1LoD) risk management. Product & Tech Initiatives: Lead New Product Process (NPP) implementations, vendor onboarding, core banking system enhancements, and automated reporting solutions using SQL. What you need to be successful: Experience: Strong background in bank treasury operations, liquidity management, and money markets, with a preference for hands-on Repo/Reverse Repo a

About the opportunity As Senior Associate, Treasury , you will autonomously drive core treasury operations, liquidity and cash management, and investments (with a primary focus on public sector financing). Operating with high autonomy, you will manage the short term Treasury book, central bank operations, assess bank’s liquidity position and monitor key KPIs. Acting as a crucial bridge across Group Risk, Accounting, and Regulatory Reporting, you will also as 1 LoD maintain audit readiness to ensure complete operational stability. In this role, you will: Trade Execution & Portfolio Management: Evaluate potential investment opportunities, then price (Bloomberg experience required), execute, and log transactions across Front Office tools, focusing primarily on public sector financing and short maturities. Proactively manage money market products and the short-term book, including Repo and Reverse Repo portfolios. Liquidity & Reserve Management: Oversee key liquidity functions, including Bundesbank cash pooling, Eurosystem minimum reserve requirements, overnight deposits, credit lines, and short-term portfolio hedging. Payment Systems & Central Bank Operations: Serve as the primary deputy for key payment and settlement infrastructure (Target, ESMIG, MACCS) and oversee central bank account management. Audit, Compliance & Governance: Support internal and external audits, enforce compliance with key banking regulations, and drive First Line of Defense (1LoD) risk management. Product & Tech Initiatives: Lead New Product Process (NPP) implementations, vendor onboarding, core banking system enhancements, and automated reporting solutions using SQL. What you need to be successful: Experience: Strong background in bank treasury operations, liquidity management, and money markets, with a preference for hands-on Repo/Reverse Repo and hedging experience. Technical & System Expertise: Solid familiarity with Treasury Front Office tools (Bloomberg exper

The Vice President leads coverage of a portfolio of multinational Healthcare or Consumer clients in the U.S., with responsibility for client acquisition, relationship growth and wallet expansion. Serving as a trusted advisor to senior executives, the Banker brings industry expertise, strategic insight and the full breadth of Citi's capabilities to help clients achieve their business objectives. The role requires strong commercial leadership, business development and execution skills, working across Citi's platform to originate opportunities, deepen client engagement and drive franchise growth. Responsibilities Lead a portfolio of Industrials clients in the U.S., serving as the primary relationship manager and trusted advisor. Grow client relationships, increase wallet share and strengthen Citi's position as a core banking partner. Identify, originate and execute opportunities across Citi's banking, markets, services and risk management platforms. Build relationships with senior executives across client organizations, expanding Citi's access beyond treasury. Win new business from existing clients and prospects, driving franchise growth. Lead client coverage teams to execute strategy, deliver solutions and achieve growth objectives. Bring industry insights and strategic ideas to clients. Drive execution of financing opportunities, transactions and other strategic initiatives. Maintain a strong understanding of industry trends and market developments. Mentor junior bankers and contribute to a high-performance culture. Exercise sound judgment and disciplined risk management. Partner with Banking Industry teams to deliver insights that strengthen client relationships and deliver business growth through increased impact Qu

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 122,000 colleagues serve people in more than 160 countries. JOB DESCRIPTION: The Materials Management Associate I supports basic materials handling, inventory control, shipping/receiving and restocking activities. This entry-level role works under close supervision and follows clearly defined procedures to ensure timely and accurate material flow in support of laboratory, production, and operational needs. Shift: Mon-Fri 10:00 AM - 6:30 PM Location: Onsite in Phoenix, AZ Essential Duties Include, but are not limited to, the following: · Receive, inspect, label, and store incoming materials in designated locations, ensuring accuracy and compliance with procedures. · Operate equipment essential to job duties, including forklifts, electric jacks, cherry pickers, and other machinery specific to the site. · Place goods in designated storage areas and restock lab supplies as needed. · Fulfill internal material requests and deliver materials to appropriate locations. · Support basic inventory transactions and data entry in SAP/EWM. · Assist with packaging and preparing outbound shipments, including compliance with DOT and IATA hazardous materials regulations. · Accurately document receipt, storage, and shipment records. · Ensure adherence to GMP guidelines, standard operating procedures (SOPs), and safety requirements. · Escalate inventory discrepancies, damaged goods, or other issues per escalation protocols. · Eng

About Atari Atari is an interactive entertainment company and an iconic gaming industry brand recognized worldwide for its multi-platform games and licensed products. Atari owns and/or manages a portfolio of more than 400 games and franchises, including globally recognized brands such as Asteroids® , Centipede® , Missile Command® , Pong® , and RollerCoaster Tycoon® . The Atari family of brands includes Digital Eclipse, Nightdive Studios, Infogrames, AtariAge, MobyGames, as well as Coatsink, Early Morning Studios, and Stormteller Games—spanning game development, publishing, and community experiences worldwide. Atari operates internationally with offices in the US, UK, in France, Germany, Sweden, and India. Overview The Consolidation Manager & Technical Accountant will lead the Group’s monthly, quarterly and annual IFRS consolidation process and prepare the consolidated financial statements and supporting disclosures. This is the first dedicated hire for this function and an important role in building a reliable, scalable financial reporting foundation across Atari and its international entities. Reporting to the CFO, you will own the consolidation process, provide practical technical accounting guidance on complex transactions and make the annual audit cycle more efficient and predictable. You will work across the Group, including teams in Sweden, the UK and the US, and will need to understand both IFRS and US GAAP considerations in a multi-entity, post-acquisition environment. This role is for an accountant who enjoys the detail but does not stop at identifying what is wrong. You will investigate the issue, explain the accounting, find a workable solution and execute the fix. It is a broad, high-impact role for someone who can move comfortably between consolidation schedules, contracts, accounting papers, audit requests and process improvements. Consolidation is the core of this role. You will be close to the numbers throughout the reporting cycle, with re

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 We are seeking a Manager, IBOR Operations, based in Pune, to lead the team responsible for the accuracy and timeliness of Addepar's Investment Book of Record (IBOR) — spanning Corporate Actions, Investment Accounting, Investable/Safe Cash, and Performance & Valuation. This role owns the operational integrity of positions, transactions, and reconciliations across custodial, aggregator, and trading data feeds, and acts as the senior escalation point for complex data and reconciliation issues. Reporting into Data Operations leadership, this person will manage a team made up of a Lead and Analysts, partner closely with Product and Engineering to evolve IBOR tooling, and represent Data Operations to senior stakeholders across the business. Do you enjoy the ability to work and build your career in an exciting, fast-growing environment? If so, you’ll fit in with our open and inclusive culture that is disrupting the wealth management and financial services industry. 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 Own the operational integrity of Addepar's IBOR — positions, transactions, corporate acti

About the Team OpenAI's Legal team plays a crucial role in furthering OpenAI's mission by tackling innovative, fundamental legal issues in AI. If you're passionate about doing significant and unique work as a technology lawyer, this team is for you. The team comprises legal professionals from diverse fields, including technology, privacy, IP, corporate, cybersecurity, employment, tax, regulatory, and litigation. About the Role We’re growing our world-class Legal team and seek an experienced counsel to lead our global hardware IP portfolio initiatives, including patent, trademark and other intellectual property matters related to our business. This role is highly cross-functional across OpenAI, including work across our Legal, Communications, Global Affairs, Product, Research and Executive teams. 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 global hardware IP initiatives, including setting and executing on the strategic direction and management of our hardware IP portfolio. Create scalable processes internally and externally with outside counsel to build, maintain and protect our hardware IP portfolio. Developing and maintaining internal hardware IP policies and programs. Engaging externally on hardware IP policy issues. Advising on strategic hardware IP deals. Advising on hardware IP issues, ranging from patent, trademark, trade secret to open source. Developing and building internal AI expertise, processes and tools to facilitate legal team work. Experience advising on complex technology transactions and inbound technology licensing. You might thrive in this role if you: Have at least 10+ years of combined hardware IP experience at innovative technology companies and law firms. Have a JD and license or qualification to practice in CA. Have a strong sense of ownership, are inquisitive and enthusiastic about technology, enjoy being con

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 Product Management - Technical About 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 help individuals, financial institutions, governments, and businesses realize their greatest potential. Role Summary We are looking for a **Principal Product Manager – Technical** to lead product strategy and execution for **global, real‑time switching and authorization platforms**.In this role, you will own the vision, roadmap, and delivery of **mission‑critical transaction processing capabilities** that operate at massive scale with strict requirements for availability, latency, resiliency, and correctness. You will work closely with engineering, architecture, operations, and business leaders to deliver platforms that support billions of transactions and enable reliable, secure payment experiences worldwide. This is a **senior individual contributor role** with broad influence across teams, regions, and portfolios. What You’ll Do Product Strategy & Vision* Define and own the long‑term product vision and strategy for switching and authori