21 portfolio analyst jobs at 18 companies in Dacula, GA
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Portfolio Analyst
Atlanta, Georgia, United States
HybridFull Time
Bachelor's in finance/economics/math preferred; experience or coursework in portfolio analytics, fixed income and derivatives; familiarity with performance attribution, risk models; knowledge of FactSet/Bloomberg and VBA/R is beneficial; CFA progress a plus.
FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor, VBA, R
2w
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Portfolio Analyst
Atlanta, Georgia, United States
OnsiteFull Time
0+ YOESupport portfolio execution through data maintenance, inventory and supply tracking, scheduling inputs, monitoring operational indicators, and escalating exceptions; bachelor’s degree preferred; 0–2 years supply chain or analytics experience preferred.
Microsoft Excel
3mo
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Portfolio Analyst/Trader
Alpharetta, Georgia, United States
OnsiteFull Time
2+ YOEBachelor’s degree in Finance, Engineering, or Computer Science; 2+ years in investment management; interest in designations (CFA/FRM/Series 65); strong analytical, communication, and Excel/Microsoft Office skills; familiarity with Bloomberg Port and/or Orion.
Bloomberg Port, Orion, Excel, Microsoft Office
2mo
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Analyst, Portfolio Valuation
Atlanta, Georgia, United States
OnsiteFull Time
Bachelor’s or Master’s in Finance/Accounting/Economics/Business with Finance/Accounting focus; MBA; 3.2 GPA; valuatio n models experience; strong Excel; US work authorization.
MS Word, MS Excel, PowerPoint, Bloomberg, S&P Capital IQ
3w
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Homeownership Portfolio Analyst II
Atlanta, Georgia, United States
HybridFull Time
5+ YOEBachelor's in finance or real estate and 5+ years mortgage/real estate underwriting experience; strong financial analysis, loan documentation, appraisal review, and cash-flow analysis skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SalesForce, CRM
1mo
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IT Portfolio and Governance Analyst
Atlanta, Georgia, United States
OnsiteFull Time
10+ YOEBachelor's or equivalent, 10+ years supporting CDC/HHS IT portfolio or program management, experience with CPIC/EPLC and federal IT investment policies, monitoring cost/schedule/risks, strong analytical and communication skills.
CPIC, EPLC, Operational Analysis (OA)
1mo
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Real Estate Contract Portfolio Analyst
New Jersey or Atlanta or New York
$54k-$68k/yr RemoteFull Time
OnTrac: Provides last-mile delivery services for e-commerce retailers.
3+ YOEBachelor's or 3+ years RE/contract/financial analysis experience; strong lease/contract knowledge, advanced Excel, Power BI/ClickUp/ERP familiarity, financial analysis and executive reporting, contract interpretation and risk identification.
Power BI, ClickUp, ERP, Microsoft Excel
2mo
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Commercial Portfolio Manager - Huntington Technology Finance - Portfolio Monitoring
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/yr OnsiteFull Time
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.
2mo
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Analyst, Private Credit - Portfolio & Account Management
Chicago or Atlanta
OnsiteFull Time
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
2w
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Portfolios Solutions Analyst
O'Fallon or Alpharetta
HybridFull Time
Experience in delegated authority and stakeholder management, strong data management and interrogation skills, proficiency in Microsoft Excel, ability to work independently and manage multiple priorities.
Microsoft Excel
2mo
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Credit Risk Analyst - Portfolio Management
Atlanta, Georgia, United States
OnsiteFull Time
0+ YOEBachelor's in finance, business, math, statistics, economics or related; 0-4 years consumer credit risk experience (cards preferred); proficiency with SAS, SQL, or Python; strong analytical and communication skills.
SAS, SQL, Python
2mo
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Credit Risk Analyst - Portfolio Management
Atlanta, Georgia, United States
OnsiteFull Time
0+ YOEBachelor's in finance/business/math/statistics/economics, 0–4 years US consumer credit risk experience (cards preferred), proficiency with SAS/SQL/Python, strong analytical and communication skills, P&L understanding.
SAS, SQL, Python
3mo
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Sr Credit Analyst
Schaumburg or Alpharetta
$87k-$122k/yr HybridFull Time
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.
Python, R, SQL, Tableau, Power BI
4d
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Senior Credit Risk Analyst
Atlanta, Georgia, United States
HybridFull Time
2+ YOERequires 2+ years in credit risk, underwriting, or related financial services risk management; quantitative reasoning, financial analysis, portfolio management, SQL, and ideally Python skills.
SQL, Python
5d
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Technology Planning Analyst II
Atlanta, Georgia, United States
OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience and 5 years in portfolio management, business relationship management, or business analysis/consulting. Requires strategic planning, project management, financial analysis, communication, and emerging technology expertise.
AI
2mo
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Facility Energy Analyst
Dunwoody, Georgia, United States
$45k-$60k/yr OnsiteFull Time
2+ YOEBachelor's in engineering/building science/environmental science; 2+ years in energy/building performance; ASHRAE Level 1/2; IPMVP/M&V knowledge; HVAC/lighting/energy fundamentals; Excel; experience with ENERGY STAR Portfolio Manager, eQuest, RETScreen, ArcGIS, or Power BI; travel up to 10%; certifications preferred.
Microsoft Excel, ENERGY STAR Portfolio Manager, eQuest, RETScreen, ArcGIS, Power BI
1mo
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Senior Risk Analyst, Commercial Lending Analytics
Dallas or Atlanta
OnsiteFull Time
5+ YOE5+ years in data or credit risk analytics with commercial credit/portfolio monitoring, proficiency in SQL/Python/R/SAS, financial statement analysis, and strong communication and analytical skills.
SQL, Fabric, R, Python, SAS, Power BI, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2mo
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Sr. Analyst - Rental Infrastructure
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOEManage rental facilities portfolio: establish preventive maintenance, manage service requests via ServiceChannel, forecast capital budgets, oversee vendors, lead project teams, and perform data analysis; bachelor’s-level knowledge and 3+ years experience preferred.
Microsoft Office Suite, Microsoft PowerPoint, ServiceChannel, CMMS
1mo
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Loan Support Analyst Senior - Collateral Operations - Midland
Overland Park or Birmingham or Farmers Branch or Atlanta or Little Rock or Dallas or Charlotte
OnsiteFull Time
0+ YOEBachelor's degree typically required; strong analytical, compliance, and loan documentation skills; ability to service commercial real estate loan portfolios and communicate with internal and external stakeholders.
1w
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IT Product Strategic Program Manager
San Francisco or Lakewood or Washington or Atlanta or Chicago or Boston or Kansas City or New York or Philadelphia or Fort Worth or Tacoma
$150k-$197k/yr OnsiteFull Time
1+ YOEOne year of specialized experience at GS-15 or higher managing complex programs or portfolios, analyzing markets and vendors, advising senior leaders, and developing strategic initiatives or business models.
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