3 of 3 Permanent Portfolio Management Jobs in Bath

Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to … optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins … of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity The Account Manager (AM) is responsible for ensuring success, ongoing retention More ❯

systems. This role bridges the gap between business and technology, ensuring the development and deployment of tools and processes that support investment decision-making, portfolio management, risk assessment, and operational efficiency within the private credit business. Key Responsibilities: Develop and implement a comprehensive technology strategy for our Private … that the systems in scope are secure and compliant with all relevant regulations. Requirements: At least 7 years work experience in private credit, asset management, or financial services, with a focus on technology platforms and operations; Hands-on experience with loan origination systems, portfolio management tools, or … risk management platforms (i.e., LoanIQ, WSO Web, etc.); Detailed knowledge of the operational, financial and legal requirements of private credit funds including close-ended funds, semi-liquid funds and Collateralized Loan Obligations (CLOs); Strong understanding of private credit processes, including underwriting, risk assessment, and portfolio monitoring; Strong analytical More ❯

Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to … optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins … of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. #LI-REMOTE The Opportunity Planview is hiring an experienced Senior Account Executive, reporting More ❯