591 portfolio analyst jobs at 365 companies in United States
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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
2w
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Portfolio Analyst
Chicago, Illinois, United States
$90k-$110k/yr HybridFull Time
3+ YOERequires 3+ years supporting portfolio management and performance optimization, data analysis with Excel and Power BI, project management, strong analytical and communication skills, and a relevant bachelor's degree.
Microsoft Excel, Power BI
3mo
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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
5d
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Portfolio Analyst
Columbus, Ohio, United States
OnsiteFull Time
2+ YOERequires 2+ years in underwriting, portfolio monitoring, or business loan analysis; commercial lending knowledge; proficiency in Microsoft Access, Word, and Excel; and strong communication and organizational skills. Accounting, finance, or economics degree preferred.
Microsoft Access, Microsoft Word, Microsoft Excel
1mo
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Portfolio Analyst
Atlanta, Georgia, United States
HybridFull Time
Bachelor's in finance/economics/math preferred; experience or coursework in portfolio analytics, fixed income and derivatives; familiarity with performance attribution, risk models; knowledge of FactSet/Bloomberg and VBA/R is beneficial; CFA progress a plus.
FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor, VBA, R
1mo
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Portfolio Analyst
Atlanta, Georgia, United States
OnsiteFull Time
0+ YOESupport portfolio execution through data maintenance, inventory and supply tracking, scheduling inputs, monitoring operational indicators, and escalating exceptions; bachelor’s degree preferred; 0–2 years supply chain or analytics experience preferred.
Microsoft Excel
2mo
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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
1mo
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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.
3mo
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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
San Jose or San Francisco
$70k-$100k/yr OnsiteFull Time
2+ YOE2+ years financial industry experience, financial modeling skills, underwriting and credit analysis, strong written/verbal communication, confidentiality, proactive and results driven.
2w
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Portfolio Analyst
Berwyn, Pennsylvania, United States
$64k-$106k/yr OnsiteFull Time
Bachelor's degree preferred; Series 65 required or attainable within three months. Requires investment knowledge, strong analytical skills, advanced Microsoft Excel, and Microsoft Word and Outlook proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Orion Eclipse
2w
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Portfolio Analyst
Berwyn, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree preferred; Series 65 required or obtainable within three months. Requires investment knowledge, strong analytical skills, advanced Excel, Word and Outlook proficiency, and collaborative communication.
1mo
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Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years in data/BI roles (asset-intensive industry preferred), proficiency in SQL, advanced Microsoft Excel, BI tools (Power BI/Tableau), strong communication and analytical skills.
SQL, Microsoft Excel, Power BI, Tableau, ERP, AMS, SalesForce, DataBricks, Qlik, Python, R
4d
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Portfolio Analyst
Ambler, Pennsylvania, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent and 3+ years in a similar role. Requires Microsoft Office proficiency, mortgage application familiarity, financial analysis, organization, communication, customer service, and risk management skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, McCracken Strategy
1mo
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Portfolio Analyst
Baltimore or Washington or Maryland or Colorado or Washington or New York or California
$90k-$130k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent, 2+ years relevant experience, strong analytical and communication skills; CFA or Master's preferred; fixed income experience and comfort with AI-enabled analytics preferred.
1mo
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Portfolio Analyst
Greenville, South Carolina, United States
OnsiteFull Time
3+ YOEBachelor's preferred; 3+ years AR/revenue/billing or financial analysis experience; strong analytical, organizational, communication skills; Microsoft Excel proficiency; ability to present to senior leadership.
Microsoft Excel
3mo
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PORTFOLIO ANALYST
Washington, District of Columbia, United States
RemoteFull Time
10+ YOEMinimum 10 years in managerial, accounting, business economics, or industrial concepts; strong writing and communication skills; detail-oriented with ability to analyze financial statements and provide strategic insights.
Microsoft Office (Excel, PowerPoint, Word, Outlook, Teams), Excel graphs and tables
1mo
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Portfolio Analyst
San Francisco, California, United States
$72k-$155k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent, 3+ years related experience in research administration, strong financial analysis and reporting skills, familiarity with sponsor compliance and grant funding processes, spreadsheet/database proficiency, and strong writing.
PeopleSoft, MyReports, BearBuy, UCPath, PLUS Faculty Portfolio
1w
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Portfolio Analyst
Baltimore, Maryland, United States
$75k-$90k/yr OnsiteFull Time
1+ YOEBachelor's degree in a relevant business or finance field, strong quantitative and analytical skills, Microsoft Office proficiency, and ability to work independently in Baltimore; 1–2 years preferred.
Microsoft Office Suite, Microsoft Excel, Charles River, APX, Artificial intelligence (AI)
1mo
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Portfolio Analyst
Baltimore or Maryland or Colorado or Washington or New York or California or District of Columbia or United States
$90k-$130k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent, 2+ years relevant experience, analytical and communication skills, interest in fixed income and AI-enabled analytics; progress toward CFA or a master's preferred.
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