28 portfolio analyst jobs at 23 companies in Colma, CA
2mo
Save
Mark Applied
Hide
Portfolio Analyst
San Francisco, California, United States
$90k-$110k/yr HybridFull Time
1+ YOEUndergraduate degree in finance-related field, 1+ years equity research experience, Excel and Word proficiency, strong analytical and communication skills, interest in emerging markets and ESG.
Microsoft Word, Microsoft Excel
3w
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
Portfolio Analyst
San Francisco, California, United States
$72k-$155k/yr HybridFull Time
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
3w
Save
Mark Applied
Hide
Portfolio Analyst
San Francisco, California, United States
HybridFull Time
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.
1w
Save
Mark Applied
Hide
PX Governance & Portfolio Analyst
South San Francisco, California, United States
$131k-$243k/yr HybridFull Time
4+ YOEBachelor's degree required; 4–7 years in strategy, portfolio management, finance, or related work; healthcare, pharmaceutical, or biotechnology experience; financial analysis, resource planning, and senior leadership communication skills.
2d
Save
Mark Applied
Hide
Portfolio Analyst (San Francisco)
San Francisco, California, United States
$95k-$110k/yr HybridFull Time
Bachelor’s degree in business, finance, economics, or a related technical field; investment or fixed-income experience; bond-market knowledge; strong analytical, quantitative, communication, and financial-modeling skills.
Microsoft Excel
2w
Save
Mark Applied
Hide
Senior Portfolio Management Analyst
San Francisco, California, United States
$115k-$125k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years financial/CRE experience, advanced Excel and PowerPoint, Yardi/Argus knowledge preferred, strong analytical, communication, and presentation skills.
Microsoft Excel, Microsoft PowerPoint, Yardi, Argus
1w
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing
San Francisco or United States
RemoteContract
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.
1w
Save
Mark Applied
Hide
Portfolio Analytics & Strategy Analyst Senior - Community Development Banking
Houston or Denver or San Francisco or Scranton
$86k-$173k/yr OnsiteFull Time
3+ YOEBachelor’s degree and 3+ years of relevant industry experience; requires analytical, financial, credit, regulatory, predictive modeling, and risk management expertise.
Predictive models, Quantitative models
1mo
Save
Mark Applied
Hide
Real Estate Portfolio Strategy & Transactions Senior Analyst
San Francisco or New York City
$113k-$155k/yr HybridFull Time
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
1w
Save
Mark Applied
Hide
Analyst, Investments
San Francisco, California, United States
$100k-$120k/yr HybridFull Time
0+ YOEBachelor's degree, 0-3 years relevant experience, strong financial modeling, underwriting, portfolio analytics, and communication skills; advanced Excel and PowerPoint proficiency.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
3w
Save
Mark Applied
Hide
Investment Analyst
San Rafael, California, United States
$108k-$134k/yr OnsiteFull Time
3+ YOEBachelor's in finance/economics/business, typically 3+ years investment or family office experience; strong Excel/PowerPoint/communication skills; familiarity with portfolio and manager research; comfortable with AI tools.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Adobe, Claude, Microsoft Copilot, Bloomberg, MPI Stylus Pro, Morningstar, Black Diamond, eVestment
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Investment Operations Analyst - Trade Support
Reno or San Ramon
$93k-$116k/yr HybridFull Time
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
1w
Save
Mark Applied
Hide
Intelligence Analyst, Global Trend Detection - Trust and Safety
San Francisco, California, United States
$97k-$180k/yr OnsiteFull Time
Proven experience managing complex risk portfolios, strong quantitative analysis, AI/tooling and data analytics experience, stakeholder management, and deep understanding of global online harms.
Python, SQL, perception center, scout
1mo
Save
Mark Applied
Hide
Analyst - Real Estate Asset Management
San Francisco or Chicago or New York City
$85k-$100k/yr HybridFull Time
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
2mo
Save
Mark Applied
Hide
Direct Indexing Investment Analyst, Specialist
Oakland or California
$60k-$96k/yr OnsiteFull Time
Undergraduate degree or equivalent, CFA progress preferred, 3 years related financial services experience preferred, strong portfolio analysis, reporting, and client collaboration skills.
Explore Jobs