16 portfolio analyst jobs at 13 companies in Fort Mill, SC
2d
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Portfolio Management Analyst
Charlotte or New York City
$96k-$129k/yr OnsiteFull Time
1+ YOEBachelor's degree in finance, economics, accounting, or related field; 1–3 years in structured finance, asset management, portfolio reporting, or analytics; advanced Excel and strong communication skills required.
Microsoft Excel, Microsoft Fabric, Power BI
2w
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Healthcare Portfolio Manager - Analyst
Charlotte, North Carolina, United States
HybridFull Time
2+ YOERequires 2+ years of Mid-Corporate Portfolio Management experience or equivalent; financial analysis, underwriting, Excel modeling, communication, and commercial credit skills. Bachelor's degree preferred.
Microsoft Office, Microsoft Excel
3d
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ICG Portfolio Monitoring Analyst
Minneapolis or Cincinnati or Newport Beach or Charlotte or New York City or Denver or Los Angeles
$28-$37/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience and 1–2 years of related experience. Requires finance and accounting knowledge, credit analysis, analytical problem-solving, communication, attention to detail, and loan-document comprehension.
E-Verify
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.
2w
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Trading Analyst, Overlay Portfolio Management
Fort Mill or Charlotte or Tempe
$31-$52/hr OnsiteFull Time
3+ YOERequires Series 7 and 65 (or 66),3+ years in finance or high-volume processing,1+ year service-oriented experience,proficiency with Microsoft Excel and strong analytical and communication skills.
BETA, Vestmark, Microsoft Excel, Visual Basic, Excel Macro (Visual Basic)
2w
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Trading Analyst, Overlay Portfolio Management
Fort Mill or Charlotte or Tempe
$31-$52/hr OnsiteFull Time
3+ YOESeries 7 and 65 (or 66), 3+ years financial industry or high-volume processing experience, 1+ year service-oriented experience, strong analytical and communication skills.
BETA, Vestmark, Microsoft Excel, Visual Basic, Excel Macro (Visual Basic)
1mo
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Commercial Portfolio Manager Sr - Equipment Finance (Underwriter)
Minnetonka or Waterloo or Memphis or Nashville or Houston or Akron or Detroit or Tupelo or Charlotte or Pittsburgh or Bloomfield Hills or Schaumburg or Cincinnati or Mobile or Farmers Branch or Cleveland
$63k-$154k/yr OnsiteFull Time
5+ YOEBachelor's in accounting/finance/business required; 5+ years commercial credit underwriting; analyze financial statements, cash flow and collateral; use Moody's software; mentor junior analysts; proficiency with Microsoft Word and Excel.
Moody's software, Microsoft Word, Microsoft Excel
4w
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SMA Implementation Analyst
Charlotte, North Carolina, United States
$90k-$110k/yr HybridFull Time
3+ YOE3+ years investment analysis experience, knowledge of equity direct indexing and portfolio management, SQL or similar data tool ability preferred, CFA or progress toward preferred, must be authorized to work in the U.S.
SQL
2w
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Sr Investment Analyst
Charlotte, North Carolina, United States
$126k-$180k/yr OnsiteFull Time
5+ YOE5+ years retirement plan investment analysis experience, knowledge of asset allocation, portfolio construction, performance attribution, risk analysis; strong presentation and communication skills; proficiency with Microsoft Office and virtual meeting tools.
Microsoft Office Suite, Microsoft Teams, Zoom, RPAG
2w
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Sr Investment Analyst
Charlotte, North Carolina, United States
$126k-$180k/yr OnsiteFull Time
5+ YOE5+ years retirement plan industry investment analysis experience, knowledge of asset allocation, portfolio construction, performance attribution, risk analysis; experience evaluating fund managers; strong presentation and communication skills; proficiency with Microsoft Office and virtual meeting tools.
Microsoft Office Suite, MS Teams, Zoom
1mo
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Investment Analyst, OCIO Operations
Boston or Chicago or Charlotte or Atlanta or San Francisco or Las Vegas or United States
$62k-$81k/yr HybridFull Time
3+ YOE3+ years investment operations experience, college degree or equivalent, advanced Excel/Word/PowerPoint, detail-oriented with strong communication and organizational skills; portfolio accounting/order management experience preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Credit Analyst - Financial Institutions
Frisco or Chicago or Cincinnati or Charlotte
$54k-$112k/yr OnsiteFull Time
2+ YOEBachelor's in business, 2+ years commercial banking credit analysis, proficiency in financial modeling, underwriting and portfolio monitoring, strong analytical and communication skills, proficiency with internal banking applications and Microsoft Office.
Microsoft Office
3d
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Dealer Credit Analyst
Charlotte, North Carolina, United States
HybridFull Time
2+ YOEBachelor's degree with 2–4 years of relevant experience preferred, or 6 years in lieu of degree. Requires credit analysis, commercial underwriting, financial statement and cash flow analysis, risk assessment, and portfolio management.
Universal Commercial Code (UCC)
2mo
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Senior Credit Analyst, New Verticals
Dublin or London or Sydney or Charlotte or United States or Europe
HybridFull Time
3+ YOE3+ years relevant experience, undergraduate degree in Business/Finance/Economics/Engineering/Law/Computer Science, strong financial analysis and Excel/SQL skills, interest in credit risk and portfolio management, able to lead meetings and present to senior stakeholders.
Microsoft Excel, SQL
1mo
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Senior Liquidity Funding Management Analyst
Charlotte, North Carolina, United States
OnsiteFull Time
4+ YOE4+ years treasury experience; subject matter expertise in deposits and investment portfolio liquidity reporting; strong control and documentation skills; proficiency with SQL and Excel; experience with regulatory liquidity frameworks.
SQL, Microsoft Excel
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.
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