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Analista de Cartera
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on Pennsylvania data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$96,286 / year median in Pennsylvania
-1% projected decline
Job Description
Mínimo 1 año de experiencia en cartera, tesorería, caja o áreas administrativas relacionadas.
Conocimientos en procesos de cobro, créditos y bases contables.
Manejo de Excel intermedio y herramientas ofimáticas.
Excelente redacción y comunicación.💼 Principales funcionesGestionar y realizar seguimiento al cobro y recuperación de cartera.
Realizar seguimiento a cartera vencida y próxima a vencer.
Aplicar pagos y realizar conciliaciones bancarias.
Gestionar saldos a favor y cruces de cuentas.
Elaborar informes y realizar seguimiento a los indicadores del área.
Participar en comités de cartera y realizar seguimiento a compromisos.
Atender y gestionar casos especiales relacionados con cartera.🎁 Te ofrecemos📄
Contrato:
Término indefinido.📍 Lugar de trabajo: Medellín.Salario:
2.598.200 + auxilio de transporte + prestaciones socials 🎁 Beneficios extralegales: Bono navideño, auxilio educativo, auxilio de lentes y prima de vacaciones.Si tienes experiencia en gestión de cartera y orientación al cumplimiento de resultados, ¡esta oportunidad es para ti!