33 portfolio analyst jobs at 24 companies in Ewing, NJ
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AVP - Portfolio Analyst
Ambler, Pennsylvania, United States
HybridFull Time
Experience administering commercial loan portfolios, strong analytical and communication skills, proficiency with Microsoft Office and mortgage software, knowledge of loan documents and compliance.
Microsoft Outlook, Microsoft Word, Microsoft Excel, McCracken Strategy
5d
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Portfolio Analyst
Berwyn, Pennsylvania, United States
$64k-$106k/yr OnsiteFull Time
Bachelor's degree preferred; Series 65 required or attainable within three months. Requires investment knowledge, strong analytical skills, advanced Microsoft Excel, and Microsoft Word and Outlook proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Orion Eclipse
5d
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Portfolio Analyst
Berwyn, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree preferred; Series 65 required or obtainable within three months. Requires investment knowledge, strong analytical skills, advanced Excel, Word and Outlook proficiency, and collaborative communication.
3w
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Senior Specialist, IWM Portfolio Analyst
Philadelphia, Pennsylvania, United States
$71k-$110k/yr OnsiteFull Time
3+ YOEBachelor's degree required; MBA and/or CFA preferred. Minimum 3 years finance/investment experience. Strong analytical skills and ability to support portfolio managers with reporting and analytics.
2mo
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Portfolio Construction Analyst (Fixed Income & Portfolio Risk Analysis)
Philadelphia, Pennsylvania, United States
$120k-$160k/yr HybridFull Time
3+ YOE3+ years fixed income/portfolio construction or quantitative risk experience; bachelor's in a quantitative field; strong programming (Python, R, MATLAB, SQL); experience with portfolio analytics, derivatives, volatility research, and communication skills.
Python, R, MATLAB, SQL
2mo
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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
1mo
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Sr. Small Business Portfolio Analyst - Hybrid
Short Hills, New Jersey, United States
$124k-$160k/yr HybridFull Time
3+ YOE3+ years underwriting or P/L analysis experience; strong portfolio and financial analysis, OKR and performance monitoring, clear communication and cross-functional collaboration skills.
1mo
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Sr. Small Business Portfolio Analyst - Hybrid
Short Hills, New Jersey, United States
$124k-$160k/yr HybridFull Time
3+ YOE3+ years P/L or underwriting analysis experience; strong Small Business portfolio knowledge, advanced analytical and financial reporting skills, OKR performance management, and strong communication.
1mo
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Analyst, Tax Overlay & Portfolio Implementation
Oaks, Pennsylvania, United States
HybridFull Time
2+ YOEBachelor's degree preferred in business/finance, minimum 2 years financial services experience, strong Excel (functions & macros), understanding of investment products and portfolio operations, strong communication and attention to detail.
Microsoft Excel
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
2w
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Analyst, Portfolio Valuation
New York City, New York, United States
$85k-$95k/yr OnsiteFull Time
Bachelor's or Master's in finance-related field within last 3 years, GPA≥3.2, strong Excel/Word/PowerPoint skills, knowledge of Bloomberg and S&P Capital IQ, recent graduates (Dec 2023–May 2024) authorized to work in the US without sponsorship.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Bloomberg, S&P Capital IQ
2w
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Portfolio Management Analyst, Structured Credit and Real Estate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
1+ YOEBachelor's in a quantitative discipline,1-2 years relevant fixed income/investment experience,proficiency in Microsoft Excel and Bloomberg,strong analytical and communication skills; CFA or FRM preferred.
Microsoft Excel, Bloomberg, BlackRock Aladdin, Clearwater Analytics, Aladdin, Intex, Trepp
3d
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Product Analyst - JJT Strategy & Portfolio
Titusville, New Jersey, United States
$65k-$105k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2–3 years of relevant experience in portfolio management, technology strategy, ERP delivery, supply chain systems, resource planning, or data analytics. Requires analytical, collaboration, and data visualization skills.
JIRA, Power BI, Microsoft Excel, Solver, Signavio, LeanIX, SAP, Agile, Certified ScrumMaster (CSM), SAFe
3d
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Product Analyst - JJT Strategy & Portfolio
Titusville, New Jersey, United States
$65k-$105k/yr OnsiteFull Time
2+ YOEBachelor’s degree and 2–3 years of relevant experience in portfolio management, technology strategy, ERP delivery, supply chain systems, resource planning, or data analytics. Requires data modeling, reporting, visualization, and Agile knowledge.
JIRA, Power BI, Microsoft Excel, Solver, Signavio, LeanIX, SAP, Agile
3d
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Portfolio Analytics & Strategy Analyst - Marketing & Customer Analytics
Pittsburgh or Philadelphia or Cleveland or Wilmington or Tysons Corner
$75k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years of relevant experience. Requires Python, SQL, Spark, data analytics, data modeling, cloud warehouses, ETL/ELT, and strong analytical and communication skills.
Python, SQL, Spark, GitHub Copilot, Tableau, Power BI, Atlassian Jira, Confluence, Snowflake, BigQuery, Amazon Redshift, Apache Airflow, AWS, Azure, Kafka, Kinesis, Adobe Experience Platform, Salesforce Marketing Cloud, Google Ads, ETL, ELT, machine learning
2mo
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Senior Financial Analyst - Portfolio Management & Strategy
Mount Laurel, New Jersey, United States
$73k-$104k/yr HybridFull Time
3+ YOEBachelor's in Accounting/Finance required; 3+ years finance/accounting or data analytics experience; proficiency with Business Object, Microsoft Excel/PowerPoint/Word/Outlook, Power BI/Tableau; strong analytical, communication, and financial statement skills.
Business Object, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Power BI, Tableau
2d
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PGIM: 2027 Public Credit, Summer Investment Analyst Program (Portfolio Analysis Group)
Newark, New Jersey, United States
$40/hr HybridInternship, Full Time
Bachelor’s or fifth-year master’s student graduating Dec 2027–May 2028, minimum 3.2 GPA, US work authorization, and Microsoft Office Suite experience; analytical majors and Bloomberg experience preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Bloomberg
2d
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PGIM: 2027 Public Credit, Summer Investment Analyst Program (Portfolio Analysis Group)
Newark, New Jersey, United States
$40/hr HybridInternship, Full Time
Enrolled in a bachelor's or fifth-year master's program graduating December 2027–May 2028, minimum 3.2 GPA, US work authorization, and Microsoft Office Suite experience; Bloomberg experience preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Bloomberg
2w
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Client Analyst II
North America or Sioux Falls or Scottsdale or Louisville or Troy or Franklin or Easton or United States
$60k-$101k/yr HybridFull Time
3+ YOEBachelor's or equivalent,3+ years relevant experience,account portfolio management,analytical and communication skills,detail oriented and self-starter.
1mo
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Wealth Analyst
Wayne, Pennsylvania, United States
HybridFull Time
0+ YOEBasic financial planning and investment knowledge, Bachelor's degree required, working toward CFP, 0–3 years experience, proficiency with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, custodian interaction, strong communication and attention to detail.
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
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