8 portfolio analyst jobs at 7 companies in Fallbrook, CA

3w
Save
Mark Applied
Hide
Portfolio Analyst I
San Diego, California, United States
$22-$26/hr OnsiteFull Time
Axos Financial
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.
4d
Save
Mark Applied
Hide
Vice President, Portfolio Manager
La Mesa, California, United States
$122k-$151k/yr OnsiteFull Time
Western Alliance Bank
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.
3w
Save
Mark Applied
Hide
Assistant Vice President, Portfolio Manager- Lender Finance
Los Angeles or Phoenix or San Diego or New York
$107k-$143k/yr OnsiteFull Time
Western Alliance Bank
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.
3w
Save
Mark Applied
Hide
Junior Analyst - Portfolio Management
La Jolla, California, United States
$30/hr HybridInternship
StepStone Group
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
1mo
Save
Mark Applied
Hide
Analyst / Senior Analyst, Finance – Portfolio Reporting & Business Insights
San Diego, California, United States
$78k-$120k/yr OnsiteFull Time
BioMed Realty
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
1w
Save
Mark Applied
Hide
Sr Systems Analyst(Project Portfolio Management)
Newport Beach or Charlotte
$125k-$153k/yr HybridFull Time
Pacific Life
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
1mo
Save
Mark Applied
Hide
Engineering Business Analyst
San Diego or Dallas or Knoxville or Denver or United States
$85k-$110k/yr OnsiteFull Time
APTIM
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.
Autodesk, Autodesk Flex, Bentley, ESRI, GIS, APIs, ERP, Microsoft Office, Agile, Scrum, Waterfall
2w
Save
Mark Applied
Hide
Loan Surveillance Analyst
Irvine, California, United States
HybridFull Time
Berkadia
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