Portfolio Optimization Specialist

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Job Identification Number: 298

Location: New York, NY

Job Type: Direct Hire

Job Category: Financial Services

Qualified candidates, please attach resume when applying.


A Global Financial Services company seeks a Portfolio Optimization Specialist in their New York office. Responsibilities include oversight of Balance Sheet optimization strategies and the maximization of Net Interest Revenue, as well as handling due diligence for small business loans purchased and their RMBS portfolio. They also will directly report to Chief Adm Officer.

Primary Responsibilities:

  • Manage and analyze the balance sheet composition and implement new purchase programs

  • Manage all projects and partnerships and understand current market conditions by working with Corporate Treasury

  • Participate in weekly and monthly pricing committees

  • Analyze monthly financials and forecasting and gain purchase program approvals

  • Maintain relationships with outside partners and ensure continuation of established flow programs

  • Work with various departments and teams


  • BS in Accounting, Finance, or Economics and 3-5 years’ experience in banking in a financial services planning role and knowledge of balance sheet and forecasting management

  • Excellent communication skills and highly-organized

  • Ability to create models to determine financials of company