8 portfolio analyst jobs at 7 companies in Fallbrook, 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.
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.
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.
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
Pursuing a Bachelor's or Master's in finance/economics/analytics, strong programming (Python, R, VBA, SQL/MySQL), proficiency in Excel, analytical and communication skills; prior internship or finance/data experience preferred.
MySQL, Python, R, VBA, Microsoft Excel, SQL, Power BI
BioMed Realty: Provides specialized real estate facilities for life science companies.
Bachelor's in finance/business/accounting/economics required; experience in corporate financial analysis/reporting; strong Microsoft Excel and PowerPoint skills; familiarity with enterprise reporting systems (Oracle EPM Cloud preferred).
Microsoft Excel, Microsoft PowerPoint, Oracle EPM Cloud
Pacific Life: Provides life insurance, annuities, and investment products for financial security.
8+ YOE8+ years supporting enterprise PPM implementations, writing business requirements, process flows, user stories, test scripts; strong financial acumen and stakeholder facilitation skills.
Planview, OnePlan, Clarity, Microsoft Power BI, Snowflake
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.
Berkadia: Commercial real estate financing, investment sales, and servicing.
3+ YOEMonitor and analyze loan portfolios, review financial statements, prepare watchlists, communicate with investors/agencies, and produce reports; requires Excel/Word/Access proficiency, McCracken familiarity, bachelor's or equivalent, and 3+ years' experience.
Microsoft Excel, Microsoft Word, Microsoft Access, McCracken