12 portfolio analyst jobs at 8 companies in Carlsbad, CA
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Portfolio Analyst I
San Diego, California, United States
$22-$26/hrOnsiteFull Time
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
1+ YOEBachelor's in finance/accounting,1+ year underwriting/portfolio management experience,financial statement analysis,covenant tracking,strong writing and organizational skills.
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
1+ YOEBachelor's degree in finance/accounting/economics/business, 1+ year commercial lending or credit experience, financial statement analysis, Excel and Office proficiency, strong analytical and communication skills.
Minneapolis or Cincinnati or Newport Beach or Charlotte or New York City or Denver or Los Angeles
$28-$37/hrHybridFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
1+ YOEBachelor's degree or equivalent experience and 1–2 years of related experience. Requires finance and accounting knowledge, credit analysis, analytical problem-solving, communication, attention to detail, and loan-document comprehension.
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOE6+ years portfolio management experience, bachelor\u0002s or equivalent, credit analyst training, strong commercial credit and loan structuring knowledge, regulatory/compliance knowledge, and advanced communication skills.
Denver or Austin or San Diego or Boston or Costa Mesa or San Jose or Reston
$122k-$161k/yrOnsiteFull Time
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
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.
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
2+ YOE2+ years portfolio management or related experience, bachelor's degree or equivalent, credit analyst training, knowledge of commercial credit, regulatory compliance, and strong communication skills.
2027 Portfolio Management & Investment Research Summer Analyst
La Jolla, California, United States
$30/hrHybridInternship
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
Pursuing a Bachelor's or Master's in finance/economics/analytics, graduating Dec 2027–Jun 2028. Strong Python/R/VBA and Excel skills, familiarity with SQL/MySQL/Power BI, attention to detail, prior finance/data internship preferred, must be 18+.
MySQL, Python, R, VBA, Power Query, Microsoft Excel, SQL, Power BI
San Diego or Dallas or Knoxville or Denver or United States
$85k-$110k/yrOnsiteFull Time
APTIM: Provides environmental, resilience, and infrastructure engineering solutions.
5+ YOEBachelor's degree or equivalent experience, 5+ years as a business analyst supporting engineering/technical teams; experience with engineering/GIS software, application portfolio management, APIs/integrations, Agile familiarity, and strong analytical and communication skills.
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
Bachelor's degree in Finance, Business, or a related field; strong analytical, communication, and collaboration skills; interest in credit, lending, risk management, underwriting, and portfolio management.
California State University: Public university system providing higher education and academic research.
5+ YOEBachelor’s degree and 5+ years of progressively responsible experience in business operations, financial administration, cost recovery, project portfolio management, or related fields; leadership and complex program management experience required.