97 portfolio analyst jobs at 64 companies in Bound Brook, NJ
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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
2w
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Portfolio Analyst
New York City, New York, United States
$90k-$120k/yr HybridFull Time
1+ YOERequires 1–3 years supporting investment teams, financial markets knowledge, advanced PowerPoint and Excel, analytical and communication skills, and project management ability. Emerging markets, FactSet, CFA, Python, VBA, and SQL are pluses.
Microsoft PowerPoint, Microsoft Excel, FactSet, Python, VBA, SQL
1w
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Senior Portfolio Analyst (HYBRID)
New York City, New York, United States
$100k-$150k/yr HybridFull Time
5+ YOEBachelor's degree in finance, economics, mathematics, or related field; 5 years in portfolio analytics, manager research, or investment reporting; Excel with VBA/macros; analytical, communication, and presentation skills.
Microsoft Excel, VBA, Bloomberg, Aladdin, Morningstar, FactSet, N-Port, N-CEN
1w
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Senior Portfolio Analyst (HYBRID)
New York City, New York, United States
$100k-$150k/yr HybridFull Time
5+ YOEBachelor's degree in Finance, Economics, Mathematics, or related field; 5 years in portfolio analytics, manager research, or investment reporting; Excel and VBA/macros proficiency; CFA or CAIA preferred.
Microsoft Excel, VBA, Bloomberg, Aladdin, Morningstar, FactSet, N-Port, N-CEN
1w
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Senior Portfolio Analyst (HYBRID)
New York City, New York, United States
$100k-$150k/yr HybridFull Time
5+ YOEBachelor's degree in finance, economics, mathematics, or related field; 5+ years in portfolio analytics, manager research, or investment reporting; Excel with VBA/macros; strong analytical, communication, and presentation skills.
Microsoft Excel, VBA, Bloomberg, Aladdin, Morningstar, FactSet
1mo
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Senior Specialist, IWM Portfolio Analyst
New York, New York, United States
$71k-$120k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent,3-5 years financial/investment experience,MBA/CFA preferred,strong analytical and portfolio analysis skills,collaborative work with portfolio managers,no people leadership required.
1w
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Portfolio Management Analyst
Charlotte or New York City
$96k-$129k/yr OnsiteFull Time
1+ YOEBachelor's degree in finance, economics, accounting, or related field; 1–3 years in structured finance, asset management, portfolio reporting, or analytics; advanced Excel and strong communication skills required.
Microsoft Excel, Microsoft Fabric, Power BI
2mo
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Portfolio Finance Analyst
New York City, New York, United States
$150k-$180k/yr HybridFull Time
3+ YOEBachelor's degree required; 3-7 years experience in securities lending, prime brokerage, repo, equity swap or portfolio financing; understanding of financing structures; familiarity with Python or SQL preferred; strong analytical and communication skills.
Python, SQL
2mo
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Portfolio Analyst, Private Credit
New York, New York, United States
$80k-$120k/yr OnsiteFull Time
2+ YOE2–8 years in private markets or related analytical roles; strong quantitative, data management, and project management skills; attention to detail and interest in private credit.
3mo
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Portfolio Manager and Analyst
Bridgewater, New Jersey, United States
$300k-$400k/yr HybridMultiple Commitments Available
10+ YOE10+ years equity investing (international large-cap), durable-growth framework, fundamental analysis, track record of managing portfolios, strong communication, CFA or advanced degree preferred.
Financial Modeling, Valuation, Fundamental Analysis, Portfolio Management
2w
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Quantitative Portfolio Analyst – 2026 Grad
New York City, New York, United States
$150k-$200k/yr OnsiteFull Time
Internship or project experience in quantitative research or portfolio management; degree in finance or STEM; Python proficiency; statistical models and quantitative finance methods; strong communication and analytical skills.
Python
1mo
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Credit Portfolio Risk Analyst
New York, New York, United States
$100k-$120k/yr HybridFull Time
4+ YOE4+ years credit/portfolio analytics or related experience, Bachelor’s in a quantitative field, strong SQL and advanced Excel, financial modeling (IRR/MOIC/NPV), and credit fundamentals knowledge.
SQL, Microsoft Excel
3w
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Portfolio Management Analyst
New York City, New York, United States
$100k-$110k/yr OnsiteFull Time
Finance or accounting background with strong financial statement analysis, valuation and reporting skills; fluent Excel; experience in private credit/direct lending is a plus.
Microsoft Excel, Power BI, iLevel, SQL, Python
3w
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Client Portfolio Analyst
New York, New York, United States
$105k-$112k/yr HybridFull Time
5+ YOEUndergraduate degree, 5+ years financial services experience, strong writing and communication, investment and market knowledge, proficiency with Bloomberg, Microsoft Office and Morningstar.
Bloomberg, Microsoft Office, Morningstar
1w
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Analyst, Portfolio Valuation
Yardley, Pennsylvania, United States
OnsiteFull Time
0+ YOERequires 0–2 years constructing and reviewing valuation or financial models, a finance, accounting, or economics degree, Excel and Word knowledge, strong communication, analytical ability, and U.S. work authorization without sponsorship.
Microsoft Excel, Microsoft Word
1w
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Trading Portfolio Analyst
Portland or San Francisco or Portland or New York City
$91k-$104k/yr OnsiteFull Time
2+ YOERequires 2+ years of quantitative data analysis, financial or accounting literacy, advanced Excel, Python, Power BI/DAX or Tableau, and strong communication skills. Bachelor's degree preferred.
Microsoft Excel, Python, Power BI, DAX, Tableau, Copilot Studio, Glean, RPA, Databricks, Microsoft Fabric, LLMs
1mo
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Portfolio Associate
New York, New York, United States
$80k-$95k/yr OnsiteFull Time
2+ YOEBachelor's degree in finance/accounting/economics, 2+ years in portfolio management or credit underwriting, strong financial analysis, lending structure knowledge, and ability to lead and train analysts.
3w
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Credit Portfolio Sr Analyst
New York City, New York, United States
$109k-$164k/yr HybridFull Time
Business, finance, or mathematics degree; relevant financial industry experience; empirical data analysis, risk modeling, stress testing, derivatives knowledge, strong communication, analytical, and statistical skills.
Python, VBA, VaR
3w
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Credit Portfolio Sr Analyst
New York City, New York, United States
$109k-$164k/yr HybridFull Time
Business, finance, or mathematics degree; relevant financial industry experience; empirical data analysis, risk modeling, and stress testing experience; derivatives knowledge; strong analytical and communication skills.
Python, VBA
1mo
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Portfolio Management Analyst B
New York, New York, United States
$85k-$95k/yr OnsiteFull Time
1+ YOEBachelor's in Finance/Business/Real Estate required; 1-2 years financial analysis experience preferred; advanced financial modeling and Microsoft Excel proficiency; strong attention to detail and communication; GAAP preferred.
Microsoft Excel, Microsoft Suite
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