31 portfolio analyst jobs at 24 companies in Chicago Loop, IL
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Portfolio Analyst
Chicago, Illinois, United States
$115k-$195k/yrOnsiteFull Time
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
4+ YOE4+ years in multi-asset portfolio analysis; strong asset allocation, risk management; Python and SQL proficiency; experience with institutional/HNW portfolios.
Hilco Global: Provides asset valuation, monetization, advisory, and capital solutions.
6+ YOE6+ years finance and analytics experience with private credit exposure, strong data management, financial modeling, Allvue/Oxane/Power BI experience, Microsoft Lakehouse/SQL/Power Query skills, Bachelor's required, CFA preferred.
Microsoft Lakehouse, SQL Server, Microsoft Power Query, Allvue, Oxane, Microsoft Power BI, Microsoft Excel
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Bachelor’s degree in finance, business, economics, or real estate finance; strong financial statement analysis, analytical, critical thinking, communication, organization, and independent work skills.
Private Investment Operations Portfolio Analyst, Bank Loans
Chicago, Illinois, United States
$75k-$90k/yrOnsiteFull Time
PPM America: Provides investment management services for institutional and insurance clients.
2+ YOEBachelor's degree required, 2+ years relevant experience, experience in trade settlement and cash reconciliation, advanced Microsoft Excel, strong attention to detail and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ClearPar, Wall Street Office (WSO), Moody's, S&P, Aladdin, Python, Power BI, JIRA
Austin or Reston or Menlo Park or Seattle or New York or San Francisco or Chicago
$132k-$188k/yrOnsiteFull Time
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.
Clearwater AnalyticsNYSE: CWAN: Automated investment accounting and reporting software for institutional investors.
5+ YOE5+ years in product or technical roles in finance/tech; advanced Microsoft Excel, basic scripting/code fluency, Jira and Agile experience; strong portfolio construction and fixed income knowledge.
Kraft HeinzNASDAQ: KHC: Manufacturer and global marketer of food and beverage products.
3+ YOE3-5 years quality experience in food/CPG with plant quality, regulatory familiarity (USDA/FDA/CFIA), sanitation and food safety knowledge, PCQI/Better Process Control School preferred, statistics and project management skills, ability to travel 40-55%.
Charlotte or Chicago or Waterloo or Atlanta or Houston or Akron or Birmingham or Zeeland or Milwaukee or Bloomfield Hills or Tupelo or Denver or Detroit or Minnetonka or Port Huron or Cincinnati or Columbus or Farmers Branch
$57k-$124k/yrOnsiteFull Time
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
5+ YOEBachelor's in Finance/Accounting, 5+ years commercial credit analysis and underwriting, experience with financial statement analysis, credit monitoring, preparing financial spreads, mentoring analysts; CLFP and equipment finance experience preferred.
Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate
Chicago or McLean
$119k-$150k/yrOnsiteFull Time
Capital OneNYSE: COF: Provides credit card, banking, and auto loan services.
2+ YOEBachelor’s degree or military experience and 2+ years in credit underwriting, portfolio management, or commercial real estate. Requires financial analysis, modeling, and risk management skills.
Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate
Chicago or McLean
$119k-$150k/yrOnsiteFull Time
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
2+ YOEBachelor's degree or military experience,2+ years credit underwriting or portfolio/asset management or commercial real estate,proficiency with Excel/VBA/Google Scripts/SQL,strong communication and analytical skills.
Ares ManagementNew York Stock Exchange: ARES: Global alternative investment manager specializing in credit and private equity.
1+ YOEBachelor's degree or equivalent,1-2 years CRE or investment experience,strong Excel and PowerPoint skills,Argus preferred,strong analytical and communication skills.
Argus, Microsoft Excel, Microsoft PowerPoint, Microsoft Office
Antares Capital: Provides credit and asset management for middle-market businesses.
3+ YOEBachelor’s degree; 3+ years private credit or related experience; financial statement analysis; advanced Excel; strong communication; US work authorization; willing to work from Chicago or Atlanta.
Excel, Microsoft Word, PowerPoint, financial spreading software
Brookfield Asset ManagementNYSE: BAM: Manages global investments in real estate, infrastructure, and energy.
4+ YOE4+ years private markets investment experience, strong programming in SQL and Python, portfolio optimization and factor-model experience, degree in a quantitative field.
SQL, Python, Gurobi, Mosek, Bloomberg, Barra, Axioma, Tableau, R
Kraft HeinzNASDAQ: KHC: Produces and sells condiments, dairy products, and packaged foods.
3+ YOE3-5 years quality/CPG experience preferred; plant quality, commercialization, sanitation, and food safety knowledge; familiarity with USDA/FDA/CFIA; strong communication and project collaboration skills.
Senior Analyst, Thermal Settlements and Portfolio Analytics
Chicago, Illinois, United States
$62k-$82k/yrOnsiteFull Time
Invenergy: Develops, builds, and operates large-scale sustainable energy infrastructure projects.
2+ YOEBA/BS in Economics or Mathematics; 2-4 years in energy project settlement; knowledge of energy markets; experience with ETRM; strong Excel modeling; SQL/Power BI/Databricks preferred.
Mitsubishi UFJ Financial GroupNew York Stock Exchange: MUFG: Global financial group providing diverse banking and investment services.
1+ YOEBachelor's degree required; 1+ year in commercial or related financial services experience; requires corporate finance, accounting, financial modeling, valuation, credit analysis, and strong quantitative and communication skills.
NXT Capital: Direct lender and asset manager for middle-market companies.
2+ YOEBachelor's degree required; 2+ years asset/portfolio/financial analysis experience; strong financial statement and Excel modeling skills; experience with PowerBI, Salesforce, and investor reporting; excellent communication and analytical skills.
PowerBI, Salesforce, Microsoft Co-Pilot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Wheels: Provides comprehensive fleet management and vehicle leasing solutions.
5+ YOE5+ years commercial credit analysis; Bachelor's in business or finance; Python or R; SQL; Tableau/Power BI; strong communication; ability to manage credit portfolios and collaborate with stakeholders.
Neuberger Berman: Provides global investment management and wealth advisory services.
10+ YOE10+ years in investment-grade private placements and portfolio management; Bachelor's in finance/accounting; strong financial modeling, valuation, Microsoft Excel and PowerPoint skills; deep fixed income knowledge and strong communication.
Microsoft Excel, Microsoft PowerPoint, Electronic Financial Modeling