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26 portfolio analyst jobs at 23 companies in Berkeley, CA

2mo
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Portfolio Analyst
San Francisco, California, United States
$108k-$110k/yr HybridFull Time
Allspring Global Investments
Allspring Global Investments: Provides global asset management and investment advisory services.
1+ YOEUndergraduate degree in finance/economics/business; 1-2 years equity research; strong ESG, research tools, and Excel skills; strong analytical and communication ability.
Microsoft Excel, Pivot tables, Financial modeling, Business intelligence tools
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1d
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Portfolio Analyst
San Francisco, California, United States
$72k-$155k/yr HybridFull Time
University of California, San Francisco
University of California, San Francisco: Public research university dedicated to health sciences and education.
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
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1d
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Portfolio Analyst
San Francisco, California, United States
HybridFull Time
UCSF Health
UCSF Health: Academic medical center providing advanced patient care and research.
3+ YOEBachelor's degree or equivalent, minimum 3 years research administration experience, knowledge of federal/non-federal sponsor guidelines, financial analysis and reporting, strong communication and writing skills.
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2d
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Portfolio Analyst
San Jose or San Francisco
$70k-$100k/yr OnsiteFull Time
Avidbank
AvidbankNASDAQ: AVBH: A commercial bank providing tailored financial and lending solutions.
2+ YOE2+ years financial industry experience, financial modeling skills, underwriting and credit analysis, strong written/verbal communication, confidentiality, proactive and results driven.
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1mo
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Portfolio Analyst (PMO/Operations)
Mountain View, California, United States
$90k-$110k/yr OnsiteFull Time
The Tatitlek Corporation
The Tatitlek Corporation: Provider of government contracting, facility maintenance, and technology services.
5+ YOEBachelor's degree, 5+ years program/project/operational support experience, strong analytical and communication skills, proficiency with Microsoft Office and G‑Suite, ability to obtain DoD Secret clearance and pass background/drug screening.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, G-Suite, Database software, CRM software
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3w
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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
Meta
MetaNASDAQ: META: Develops social networking platforms and virtual reality technologies.
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
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1mo
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Vice President, Portfolio Management- Innovation Banking
San Francisco, California, United States
$139k-$172k/yr OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOE6+ years portfolio management experience, Bachelor's degree or equivalent, strong commercial credit and loan structuring knowledge, regulatory compliance familiarity, credit analyst training, and advanced communication skills.
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4d
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Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing
San Francisco or United States
RemoteContract
Mercata
Mercata: AI-native research operating system for fundamental investors.
2+ YOECurrent or recent buy-side equity analyst or portfolio manager experience, ≥2 years covering equities, experience writing notes/models/IC memos, familiarity with event triage, curious about AI workflows, willing to give product feedback.
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3mo
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Senior Analyst, Portfolio Operations
San Francisco, California, United States
$110k-$120k/yr OnsiteFull Time
ICONIQ Capital
ICONIQ Capital: Investment management and financial advisory for ultra-high-net-worth individuals.
2+ YOE2+ years in consulting, venture capital, technology or related field; strong analytics; multi-project experience; excellent communication; proficient with Excel, PowerPoint, Google Workspace, Salesforce; familiarity with market research platforms and emerging technologies; interest in technology; AI familiarity a plus.
Excel, PowerPoint, Google Workspace, Salesforce
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2mo
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Analyst - Investments And Portfolio Management
Los Angeles or San Francisco or Seattle or San Diego
$87k-$108k/yr HybridFull Time
Kilroy Realty
Kilroy RealtyNYSE: KRC: Develops and manages premium office and life science real estate.
2+ YOEBachelor’s degree in business, finance or real estate; 1-3 years real estate experience; strong modeling, research, and communication skills; travel willingness.
Excel, ARGUS
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3w
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Real Estate Portfolio Strategy & Transactions Senior Analyst
San Francisco or New York City
$113k-$155k/yr HybridFull Time
Salesforce
SalesforceNYSE: CRM: Sells cloud-based customer relationship management and business software solutions.
3+ YOEBachelor's in Real Estate/Finance/Business, 3+ years in real estate/finance/occupancy planning/consulting; strong analytical, scenario modeling, executive presentation, and cross-functional collaboration skills.
Google Slides
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3mo
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Investment Analyst
San Carlos, California, United States
$80k-$90k/yr OnsiteFull Time
Abacus Wealth Partners
Abacus Wealth Partners: Provides financial planning and values-aligned investment management services.
3+ YOE3+ years in investment research/portfolio management; ESG and impact investing knowledge; proficient in Excel; able to communicate and present to leadership.
Excel
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1w
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Business Analyst
Oakland, California, United States
$45-$59/hr HybridFull Time
MasTec
MasTecNYSE: MTZ: Provides engineering and construction services for utility infrastructure networks.
Experience analyzing datasets, building reports/dashboards, supporting capital/portfolio planning, and working with enterprise systems; strong analytical, organizational, and communication skills.
Microsoft Excel, Power BI, SharePoint, SAP, Foundry, GIS, Copperleaf, Microsoft Word, Microsoft PowerPoint
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6d
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Business Analyst
Oakland, California, United States
HybridFull Time
MasTec
MasTecNew York Stock Exchange: MTZ: Builds and maintains energy, communications, and utility infrastructure.
Analyze datasets and develop reports/dashboards to support portfolio and investment planning; experience with SAP, Foundry, Copperleaf, GIS, Power BI, and Microsoft Office; strong analytical, documentation, and collaboration skills.
SAP, Foundry, Copperleaf, GIS, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft SharePoint, Power BI
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4d
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Management & Program Analyst
Salt Lake City or Seattle or Phoenix or Los Angeles or San Francisco or Denver or Washington or Miami or Atlanta or Chicago or Indianapolis or New Orleans or Boston or Minneapolis or Kansas City or Albuquerque or New York or Oklahoma City or Portland or Austin
$126k-$164k/yr OnsiteFull Time
Department of Veterans Affairs
Department of Veterans Affairs: Provides healthcare, benefits, and cemetery services to military veterans.
1+ YOEU.S. citizen required; specialized experience at GS-13 level in business or health architecture, program and portfolio management, and architecture governance; time-in-grade and online assessment required.
USA Hire, VHA Health Architecture Repository (HAR)
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1mo
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Investment Analyst, OCIO Operations
Boston or Chicago or Charlotte or Atlanta or San Francisco or Las Vegas or United States
$62k-$81k/yr HybridFull Time
NEPC
NEPC: Provides investment consulting and outsourced chief investment officer services.
3+ YOE3+ years investment operations experience, college degree or equivalent, advanced Excel/Word/PowerPoint, detail-oriented with strong communication and organizational skills; portfolio accounting/order management experience preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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2w
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Risk Data Analyst
San Jose or Draper or United States
$96k-$135k/yr RemoteFull Time
BILL
BILLNYSE: BILL: Automated financial operations software for small and midsize businesses.
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
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4w
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Treasury Analyst (Temporary - 6 months)
Livermore, California, United States
$71k-$94k/yr OnsiteFull Time
FormFactor
FormFactorNASDAQ: FORM: Manufacturer of semiconductor test and measurement equipment.
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
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3d
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Investment Operations Analyst - Trade Support
Reno or San Ramon
$93k-$116k/yr HybridFull Time
Ridgeline
Ridgeline: Cloud-native platform for investment management operations.
3+ YOEBachelor's degree,3–5 years investment operations or middle/back-office experience,knowledge of portfolio accounting,reconciliation,performance reporting,attention to detail,analytical and communication skills.
ChatGPT, Google Apps, Microsoft Office, Slack, JIRA, Confluence, Kantata, APIs, AWS
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3w
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Analyst - Real Estate Asset Management
San Francisco or Chicago or New York City
$85k-$100k/yr HybridFull Time
StepStone Group
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
1+ YOE1-3 years real estate investment or asset/portfolio management experience; strong financial modeling and analytical skills; proficiency in Microsoft Excel, PowerPoint, Word; Power BI and/or Argus a plus; undergraduate degree; strong communication.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Power BI, Argus
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