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36 portfolio analyst jobs at 28 companies in Florida

1mo
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Portfolio Management Analyst
Tampa, Florida, United States
OnsiteFull Time
Star Mountain Capital
Star Mountain Capital: Employee-owned U.S. lower-middle-market asset manager providing debt and equity capital to established businesses.
1+ YOEBachelor's in finance/accounting/economics,1–3 years relevant finance experience,strong financial modeling and Excel skills,experience with portfolio monitoring and reporting,excellent communication and analytical ability.
Microsoft Excel, S&P Global iLEVEL, Wall Street Office, Power BI, Tableau
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2mo
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Junior Portfolio Operations Analyst
Tampa, Florida, United States
OnsiteFull Time
VanEck
VanEck: Private, family-owned investment manager offering ETFs, mutual funds, institutional strategies, model portfolios, and private funds to investors.
Perform portfolio books and records, daily and monthly reconciliations, research discrepancies, use portfolio systems and Bloomberg, and communicate with internal and external parties.
Bloomberg, Microsoft Excel
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3w
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Senior Specialist, IWM Portfolio Analyst
Tampa, Florida, United States
$71k-$105k/yr OnsiteFull Time
BNY
BNYNYSE: BNY: A global financial services platform at the heart of the world's capital markets.
3+ YOEBachelor's degree required, MBA/CFA preferred, 3+ years financial/investment experience, strong analytical skills, able to support portfolio managers and internal teams with timely data and reporting.
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2mo
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Portfolio Compliance Analyst
Fort Lauderdale, Florida, United States
$71k-$84k/yr HybridFull Time
Franklin Templeton
Franklin TempletonNYSE: BEN: Global investment management firm providing diversified asset and wealth management services.
2+ YOE2+ years in investment compliance or restriction monitoring, 2+ years alternative investment experience preferred, Bachelor's in Finance/Accounting/Business required, CFA/FRM preferred, SEC knowledge, experience with Charles River or Aladdin, MS Office proficiency.
Charles River, Aladdin, Microsoft Office
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1w
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Portfolio Data Analyst
Chicago or Plantation or Dallas or Los Angeles
OnsiteFull Time
Motorola Solutions
Motorola SolutionsNYSE: MSI: Global leader in mission-critical communications and security technology.
2+ YOEBachelor's degree in a quantitative field and 2–4 years in data, financial, strategy, product growth, or consulting analysis within SaaS or high-growth technology; advanced Python and SQL required.
Python, NumPy, Pandas, SciPy, Scikit-learn, SQL, Tableau, Power BI, Microsoft Excel
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3d
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Fuel Portfolio Analyst
Orlando, Florida, United States
$96k-$115k/yr HybridFull Time
Orlando Utilities Commission
Orlando Utilities Commission: Municipally owned, not-for-profit public utility providing electricity and water services to Central Florida customers.
3+ YOEBachelor’s degree and 3+ years in fuel logistics and financial analysis required, including scheduling, financial modeling, budget variance analysis, and financial statements. Driver’s license required.
CC&B, JD Edwards, Hubble, Florida Gas Transmission (FGT), Ship CSX, Microsoft Word, Microsoft Excel, Microsoft Outlook
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2mo
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Junior Portfolio Operations Analyst
Tampa, Florida, United States
OnsiteFull Time
VanEck
VanEck: Private, family-owned investment manager offering ETFs, mutual funds, institutional strategies, model portfolios, and private funds to investors.
0+ YOEBachelor's degree required; recent graduate (2025-2026). Strong Excel and data analysis skills, familiarity with financial markets and asset classes, exposure to financial systems, and internship experience preferred.
Bloomberg, Microsoft Excel
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1w
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USA SCIB Portfolio Management Analyst - CIB Lending
Miami or United States
$68k-$110k/yr OnsiteFull Time
Santander
SantanderBME, NYSE: SAN: Multinational financial services and retail banking organization.
1+ YOEBachelor's degree or equivalent experience and 1+ year in credit analysis, finance, accounting, banking, lending operations, portfolio monitoring, agency, risk, or related work; requires financial statement, credit analysis, Excel, and corporate finance knowledge.
Microsoft Excel
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1w
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Portfolio Manager I/II/III
Mobile or Santa Rosa Beach or United States
OnsiteFull Time
Trustmark National Bank
Trustmark National BankNASDAQ: TRMK: Mississippi-headquartered regional bank serving consumers, businesses, and institutions with banking, mortgage, and wealth-management services.
3+ YOEBachelor's degree and at least 3 years of analyst, trader, portfolio management, or related experience. Requires investment, finance, portfolio theory, valuation, analytical, communication, and Microsoft application skills.
Microsoft applications, Bloomberg, FactSet, fi360, Advent, Moxy
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6d
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Portfolio Credit Risk Analyst
Miami, Florida, United States
OnsiteFull Time
Grove Bank & Trust
Grove Bank & Trust: Privately held Florida community bank serving individuals, families, businesses, and organizations through banking, trust and wealth services.
2+ YOEBachelor’s degree in finance, accounting, economics, data analytics, or related field; 2–3 years of credit analysis or financial risk experience; strong analytical, quantitative, organizational, communication, and problem-solving skills.
Microsoft Excel, Microsoft PowerPoint, Visio, Lucidchart, ChatGPT, Microsoft Copilot, Bard
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2w
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Portfolio Optimization Business Analyst
Essex or Tamarac or Alphen aan den Rijn or Centerbrook
HybridFull Time
Proponent
Proponent: Employee-owned aircraft-parts distributor serving airlines, maintenance providers, manufacturers, and operators worldwide.
3+ YOEBachelor's degree or equivalent; 3–4 years of business analytics or data science experience; Excel and Power BI proficiency, market research, advanced math, and data interpretation skills.
Microsoft Excel, Power BI
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3mo
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Sr. Portfolio Management Analyst
Orlando, Florida, United States
$89k-$122k/yr HybridFull Time
Disney Experiences
Disney Experiences: ’s family travel and leisure division operates theme parks, resorts, cruises, vacation programs, and consumer products worldwide.
5+ YOEMinimum of 5 years of related work experience; expert Excel skills; familiarity with PPM software; strong communication and project management skills; knowledge of software development lifecycle.
Excel, PPM software
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3mo
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Sr. Portfolio Management Analyst
Orlando, Florida, United States
$89k-$122k/yr HybridFull Time
Disney Experiences
Disney Experiences: ’s family travel and leisure division operates theme parks, resorts, cruises, vacation programs, and consumer products worldwide.
5+ YOEMinimum 5 years experience; expert Excel; experience with PPM software; strong communication and collaboration skills.
Excel, PPM software
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2w
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Sr. Analyst, Portfolio & Asset Management
Fort Lauderdale, Florida, United States
HybridFull Time
Vacatia
Vacatia: Hospitality providing resort and vacation rental services.
2+ YOERequires 2–4 years in hotel asset management, hospitality investment, or hotel operations finance; advanced Excel, hospitality KPI expertise, analytical ability, business judgment, and periodic travel.
Microsoft Excel, Power BI, Tableau
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2mo
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Cybersecurity Analyst II - Portfolio
Sarasota or United States
FieldFull Time
Roper Technologies
Roper TechnologiesNasdaq: ROP: Public technology developing vertical software and technology-enabled products for specialized niche markets worldwide.
3+ YOE3+ years hands-on cybersecurity experience; bachelor's degree or equivalent; experience conducting security assessments, identifying risk, and supporting remediation across endpoint, identity, network, and cloud.
CIS Controls, NIST Cybersecurity Framework, CrowdStrike, Microsoft Entra ID, Python, PowerShell, Bash
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3d
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Senior Analyst – Collections and Servicing Portfolio Analytics
Pompano Beach, Florida, United States
$70k-$115k/yr OnsiteFull Time
Southern Auto Finance Company
Southern Auto Finance Company: Private auto finance serving first-time and credit-challenged vehicle buyers through dealer partners.
2+ YOEBachelor’s degree in a related field, 2–7 years of analytics or related experience, advanced SQL and Microsoft Excel skills, strong analytical and communication abilities, and data accuracy focus.
SQL, Microsoft Excel, Python, Power BI, Tableau
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1mo
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Program Control Financial Analyst – CCN2 Portfolio
Niceville, Florida, United States
HybridFull Time
Odyssey Systems
Odyssey Systems: Provider of management, analytical, and technical support services for government and private-sector customers.
8+ YOEUS citizen with Secret clearance, BS in Accounting/Finance/Business,8+ years DoD financial planning & analysis or business management experience, expert Microsoft Excel, experience with government cost/accounting systems.
Job Order Cost Accounting System (JOCAS), Test Wing Enterprise System (TWES) Advisory and Assistance (A&AS) Tool, DELTEK Costpoint, Cognos, Microsoft Excel
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1mo
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Program Control Financial Analyst – CCN2 Portfolio
Niceville, Florida, United States
HybridFull Time
Odyssey Systems
Odyssey Systems: Provider of management, analytical, and technical support services for government and private-sector customers.
8+ YOEUS citizen with Secret clearance, BS in Accounting/Finance/Business, at least 8 years DoD financial planning/analysis or business management experience, expert Microsoft Excel proficiency.
Microsoft Excel, Job Order Cost Accounting System (JOCAS), Test Wing Enterprise System (TWES) Advisory and Assistance (A&AS) Tool, DELTEK Costpoint, Cognos
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2mo
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Capital Planning Business Analyst
St. Louis or Arizona or Colorado or Florida or Georgia or Kentucky or Maryland or Michigan or North Carolina or Ohio or Oregon or Pennsylvania or Virginia
$80k-$140k/yr HybridFull Time
Greentree
Greentree: Family-owned IT and management consulting firm serving federal, state, local government, and commercial clients.
8+ YOE8+ years CPIC experience, strong knowledge of OMB A-11, experience mentoring analysts, gate review preparation, familiarity with business case and portfolio requirements, and U.S. citizenship required.
CPIC, OMB A-11, EVM, OMB300, FBC
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2mo
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Account Analyst 2
Jacksonville, Florida, United States
OnsiteFull Time
CAR Financial Services
CAR Financial Services: Sub-prime automotive finance providing capital, portfolio servicing, and floor-plan financing to independent dealers.
Collect delinquent accounts, perform daily portfolio reviews, execute buyback processes, maintain branch communication, and perform administrative functions.
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