11 portfolio analyst jobs at 8 companies in Aptos, CA
3w
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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.
1mo
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Portfolio Strategy Analyst, Data Center Energy
Austin or Reston or Menlo Park or Seattle or New York or San Francisco or Chicago
$132k-$188k/yr OnsiteFull Time
6+ YOE6+ years in energy strategy or capital-intensive infrastructure; ability to build integrated financial and market models; experience with wholesale energy markets, utility/market analysis, and cross-functional collaboration; strong written and presentation skills.
SQL, Python
1w
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Assistant Vice President,Portfolio Manager
San Francisco or Pleasanton
$115k-$140k/yr OnsiteFull Time
4+ YOE4+ years portfolio management or related experience; Bachelor's degree or equivalent; intermediate knowledge of commercial credit, loan structuring, banking operations, and regulatory compliance; credit analyst training; strong communication skills.
1w
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Vice President, Portfolio Management- ABL/Tech
Denver or Austin or San Diego or Boston or Costa Mesa or San Jose or Reston
$122k-$161k/yr OnsiteFull Time
6+ YOERequires 6+ years of portfolio management experience, a bachelor's degree or equivalent, commercial credit and loan structuring expertise, credit analyst training, regulatory knowledge, and advanced communication skills.
2w
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Analyst, Loan Salability & First-Line Model Governance
United States or Burlingame
$116k-$160k/yr RemoteFull Time
3+ YOE3+ years in financial services or related analytical roles; experience with loan-level review, portfolio performance analysis, and documenting findings; proficiency with Excel, Google Sheets, and SQL.
Microsoft Excel, Google Sheets, SQL
1mo
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Risk Data Analyst
San Jose or Draper or United States
$96k-$135k/yr RemoteFull Time
2+ YOE2+ years in risk, portfolio analytics, or program management; vendor management and ROI tracking; SQL/Python/R; Tableau or AWS QuickSight; experience with AI/automation tools; project ownership and cross-functional communication.
Tableau, AWS QuickSight, Claude, Gemini, GitHub Copilot, GitLab Duo, SQL, Python, R, LLM
1mo
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Treasury Analyst (Temporary - 6 months)
Livermore, California, United States
$71k-$94k/yr OnsiteFull Time
2+ YOEPerform bank account administration, credit and collections analysis, insurance and SOX support, online banking portal administration, Excel modeling, and assist with investment portfolio reporting; BA/BS and 2+ years in treasury/finance preferred.
Microsoft Excel
2mo
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Private Wealth Management Senior Client Relationship Analyst
Palo Alto, California, United States
$68k-$120k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years relevant experience (RIAs, family offices, VC/PE preferred). Strong interpersonal, communication, analytical, modeling, organizational, and time-management skills; investment evaluation and portfolio tracking experience.
2mo
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Private Wealth Management Senior Client Relationship Analyst
Palo Alto, California, United States
$100k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5+ years relevant experience (RIAs, family offices, VC/PE preferred). Strong interpersonal, analytical, organizational, and time-management skills; experience evaluating investments, building financial models, and managing deal/portfolio tracking.
2mo
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Financial Planning & Analysis Analyst IV, Medical Financial Operations
San Jose or Oakland
OnsiteFull Time
2+ YOEMinimum two years finance experience managing a portfolio; Bachelor's degree in finance or related field and minimum six years FP&A experience or equivalent.
SAS, SQL, Excel
1mo
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Senior Manager, Loan Salability & Model Governance
United States or Burlingame
$172k-$238k/yr RemoteFull Time
8+ YOE8+ years in financial services risk, compliance, credit operations, asset quality, or model governance; experience with loan-level quality review, loan salability oversight, repurchase risk, portfolio monitoring, and leading analysts.