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Portfolio Analyst
Chicago, Illinois, United States
$115k-$195k/yr OnsiteFull Time
4+ YOE4+ years in multi-asset portfolio analysis; strong asset allocation, risk management; Python and SQL proficiency; experience with institutional/HNW portfolios.
Python, SQL, Aladdin, Databricks, Snowflake, Bloomberg, ArcherIMS
1mo
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Portfolio Analyst
Durham, North Carolina, United States
$58k-$63k/yr OnsiteFull Time
1+ YOEAnalyze financial statements, perform credit and collateral analysis, and support underwriting and portfolio management.
MS Word, MS Excel
2d
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Portfolio Analyst
Menomonee Falls, Wisconsin, United States
$42k-$55k/yr OnsiteFull Time
Monitor and analyze receivable portfolios, perform B2B accounts receivable collections and cash application, communicate with clients, and use general computer skills. High school diploma required.
1mo
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Portfolio Analyst
Lake Oswego, Oregon, United States
OnsiteFull Time
3+ YOEBachelor’s in Finance/Accounting/Economics; 3+ years in credit/operational risk in financial portfolios; strong financial analysis; Excel/modeling; synthesize data; communicate risk; familiarity with risk rating methodologies.
Excel, Financial modeling
2w
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Portfolio Analyst
Zionsville, Indiana, United States
OnsiteFull Time
4+ YOEBachelor's degree, 4+ years financial services experience, FINRA Series 7 & 63 required, proficiency with Microsoft Outlook and Office, experience developing financial plans/asset allocation and portfolio analysis.
Microsoft Outlook, Microsoft Office Suite
2w
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Portfolio Analyst – Lean Portfolio & Enablement
Hartford or Columbus or Charlotte
$79k-$119k/yr HybridFull Time
1+ YOE1–3 years IT portfolio management experience; strong Agile/Scaled Agile knowledge; IT financial management and forecasting; intermediate-advanced Microsoft Excel; strong communication and partnership skills.
Microsoft Excel
2w
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Equity Solutions Portfolio Analyst – Portfolio Construction & Optimization
Boston, Massachusetts, United States
$175k-$200k/yr HybridFull Time
5+ YOE5+ years in portfolio construction or quantitative investment role; strong quantitative, portfolio optimization and risk analysis skills; proficiency with portfolio analytics platforms and coding/querying tools; strong communication.
Axioma, Barra, Aladdin, FactSet, Bloomberg
3mo
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Senior Portfolio Analyst
Boston, Massachusetts, United States
$90k-$115k/yr OnsiteFull Time
Portfolio management, quantitative analysis, and Python coding; strong communication; degree in accounting/finance/economics/math; integrity and self-directed work.
1w
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Portfolio Analyst I
San Diego, California, United States
$22-$26/hr OnsiteFull Time
1+ YOEBachelor's in finance/accounting,1+ year underwriting/portfolio management experience,financial statement analysis,covenant tracking,strong writing and organizational skills.
1w
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Equities Portfolio Analyst
New York, New York, United States
$100k-$120k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years financial services experience, strong Excel and financial modeling, communication and interpersonal skills, ability to work independently and with portfolio managers.
Microsoft Excel, Python, Large language models (LLMs)
2mo
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Portfolio Analyst - Equities
Philadelphia, Pennsylvania, United States
OnsiteFull Time
5+ YOEBachelor's degree and 5+ years industry experience; portfolio management, risk monitoring, report generation, quantitative analysis, and strong communication skills for asset/wealth management clients.
3d
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Portfolio Analyst I - IT
Springfield, Missouri, United States
OnsiteFull Time
2+ YOE2+ years in portfolio or project analysis, knowledge of IT portfolio management, strong analytical, communication, and organizational skills, advanced Microsoft Office familiarity, experience with Jira/Tempo preferred.
Jira, Tempo, Confluence, Domo, PowerBI, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook
1w
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Sr. Portfolio Analyst
New Brunswick or Jacksonville or Raritan or Cincinnati or Raynham
$94k-$152k/yr HybridFull Time
4+ YOEBachelor's degree required, 4+ years portfolio/PMO/R&D finance experience in MedTech/Pharma/healthcare, advanced Excel and Power BI, Planisware/PPM experience preferred, strong analytics and executive storytelling.
Planisware, Power BI, Alteryx, Microsoft Excel, Microsoft PowerPoint, ETL
1w
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Sr. Portfolio Analyst
New Brunswick or Jacksonville or Raritan or Cincinnati or Raynham
$94k-$152k/yr HybridFull Time
4+ YOEBachelor's degree required; 4+ years portfolio/PMO/R&D finance experience in MedTech/Pharma/healthcare; advanced Excel and Power BI skills; Planisware or PPM experience; strong storytelling and stakeholder influence.
Planisware, Power BI, Alteryx, Microsoft Excel, Microsoft PowerPoint, ETL
1w
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Sr. Portfolio Analyst
Cincinnati or Jacksonville or New Brunswick or Raritan or Raynham
$94k-$152k/yr HybridFull Time
4+ YOEBachelor's degree required; 4+ years portfolio/R&D finance/PMO/strategy experience in MedTech/Pharma/healthcare; advanced Excel, Power BI, PowerPoint; Planisware/PPM and ETL experience; strong storytelling and stakeholder influence.
Planisware, Power BI, Alteryx, Microsoft Excel, PowerPoint, ETL
2mo
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Fixed Income Portfolio Analyst
Boston, Massachusetts, United States
$80k-$150k/yr HybridFull Time
3+ YOE3-5 years in fixed income as a portfolio or risk analyst or similar; strong fixed income knowledge; Python preferred.
Python
1mo
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Portfolio Analyst & Trader
Clayton, Missouri, United States
OnsiteFull Time
3+ YOEAnalytical and trading support for Wealth Management; cash management, portfolio trading, compliance, and reporting.
Microsoft Office, Google Workspace, Fidelity Wealthscape, Tamarac, Salesforce, Factset
1mo
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Portfolio Analyst
Las Cruces or Roswell or Clovis
$71k-$124k/yr HybridFull Time
8+ YOE8+ years progressive banking or agricultural lending experience; BA/BS in agribusiness or business administration; strong credit/analytical skills, FCA knowledge, PC proficiency, and strong written/verbal communication.
1w
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Portfolio Analyst
Indianapolis or Lebanon or Greenwood or Terre Haute or Carmel or Greenfield or Avon
$60k-$65k/yr HybridFull Time
2+ YOE2+ years professional client services experience, financial/data analysis skills, strong Microsoft Excel (required) and Access (desired), associates degree required (bachelor's preferred in finance, math, business, or economics), strong communication and analytical skills.
Microsoft Excel, Microsoft Access
2mo
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Portfolio Analyst
United States
RemoteFull Time
3+ YOEBachelor's degree or commensurate experience; 3+ years credit risk/collections analytics; SQL, Tableau/Power BI; nCino or similar BI tools; knowledge of collections platforms; advanced Excel; ability to translate data into executive-ready insights.
SQL, Tableau, Power BI, nCino, AKUVO, Fiserv, Excel, PowerPoint
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