ZipRecruiter

Log In

1

Portfolio Finance Associate Jobs in Florida (NOW HIRING)

BNY

Associate Portfolio Manager

Tampa, FL

We're seeking a future team member for the role of Associate Portfolio Manager to join our Wealth ... As a leading global financial services company at the heart of the global financial system, we ...

next page

Showing results 1-20

All JobsPortfolio Finance Associate JobsPortfolio Finance Associate Jobs in Florida

Portfolio Finance Associate information

What is a portfolio finance associate?

Portfolio Finance Associates are professionals who support the financial operations of investment portfolios, typically within private equity, asset management, or venture capital firms. They are responsible for monitoring portfolio company performance, preparing financial reports, managing cash flows, and ensuring compliance with financial regulations. Their role bridges communication between investment teams and finance departments, helping to optimize investment returns and manage financial risks. Portfolio Finance Associates often analyze data to provide insights for strategic decision-making and may assist with valuations, audits, and investor reporting.

How does a portfolio finance associate typically collaborate with portfolio managers and other finance team members?

A Portfolio Finance Associate works closely with portfolio managers to provide financial analysis, reporting, and support for investment decisions. They often prepare performance reports, assist with valuations, and ensure data accuracy for the investment portfolio. Regular collaboration with accounting, operations, and compliance teams is common to reconcile financial data and support audits. This cross-functional teamwork helps maintain transparency and accuracy throughout the investment lifecycle.

What are the key skills and qualifications needed to thrive as a portfolio finance associate, and why are they important?

To thrive as a Portfolio Finance Associate, you need a strong background in accounting, financial analysis, and portfolio management, typically supported by a degree in finance or a related field. Familiarity with financial modeling tools, Excel, and portfolio management software, as well as certifications like CFA or CPA, are commonly required. Attention to detail, analytical thinking, and effective communication are crucial soft skills for success in this role. These skills and qualifications ensure accurate financial reporting, informed investment decisions, and seamless collaboration with stakeholders.

What cities in Florida are hiring for Portfolio Finance Associate jobs?

Cities in Florida with the most Portfolio Finance Associate job openings:

Real Estate Capital Markets Finance Associate Attorney

Miami, FL • On-site

Direct Counsel
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Direct Counselexternal

Full-time

Re-posted 3 days ago

Job description

Real Estate Capital Markets Finance Associate Attorney
Charlotte, NC, Atlanta, GA and Miami, FL

Direct Counsel is seeking a Real Estate Capital Markets Finance Associate to join a leading Am Law 100 law firmwith a nationally recognized real estate practice.

This opportunity is ideal for a mid-to-senior-level real estate attorney seeking sophisticated financing and investment work within a collaborative platform that offers substantial client exposure, professional development, and long-term advancement opportunities.

About the Role

The firm's Real Estate Capital Markets team advises lenders, investors, developers, and other market participants on a broad range of commercial real estate financing and investment transactions.

Associates in this practice work on complex matters involving:

  • Commercial real estate financing transactions

  • Origination of mortgage loans and structured debt facilities

  • Real estate investment and capital markets transactions

  • Workouts and restructurings of distressed commercial real estate loans

  • Acquisitions and dispositions of commercial real estate assets

  • Loan documentation, due diligence, and transaction management

  • Negotiation of financing and investment agreements

  • Ongoing portfolio and asset management matters

Attorneys in this group work closely with clients on high-value transactions across a variety of commercial real estate asset classes, gaining meaningful responsibility and direct client interaction.

Qualifications

  • J.D. from an accredited law school with strong academic credentials.

  • 4–8 years of commercial real estate finance experience.

  • Experience representing lenders and other financial institutions in commercial real estate financing transactions.

  • Background handling mortgage loans, structured debt transactions, and commercial real estate workouts preferred.

  • Experience with commercial real estate acquisitions and dispositions is a plus.

  • Strong drafting, negotiation, analytical, and problem-solving skills.

  • Excellent verbal and written communication abilities.

  • Admission to the North Carolina Bar, Georgia or Florida, or ability to obtain admission promptly.

  • Must reside in, or be willing to relocate to, the Charlotte, Atlanta or Miami area prior to employment.

Why Consider This Opportunity

This firm offers a highly collaborative environment and a robust national platform for attorneys seeking sophisticated real estate work. Attorneys benefit from:

  • Exposure to complex and high-profile real estate finance transactions.

  • Direct client interaction and increasing levels of responsibility.

  • A collegial and team-oriented culture.

  • Strong mentorship and professional development resources.

  • Clear opportunities for career advancement and long-term growth.

  • Access to a nationally recognized real estate practice and client base.

Work Environment

This position follows a hybrid work model, with attorneys expected to work in the Charlotte, Atlanta or Miami office at least three business days per week. The firm believes in the value of in-person collaboration while maintaining flexibility for its professionals.

Compensation & Benefits

The firm offers a highly competitive compensation package commensurate with experience, along with comprehensive benefits, professional development resources, and opportunities for advancement within one of the nation's premier law firms.

This is an excellent opportunity for a real estate finance associate looking to work on sophisticated capital markets and financing transactions while building a long-term career with a leading national practice.