6 portfolio analyst jobs at 5 companies in Freedom, CA
3w
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Portfolio Analyst
San Jose or San Francisco
$70k-$100k/yr OnsiteFull Time
2+ YOE2+ years financial industry experience, financial modeling skills, underwriting and credit analysis, strong written/verbal communication, confidentiality, proactive and results driven.
1mo
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Portfolio Strategy Analyst, Data Center Energy
Austin or Reston or Menlo Park or Seattle or New York or San Francisco or Chicago
$132k-$188k/yr OnsiteFull Time
6+ YOE6+ years in energy strategy or capital-intensive infrastructure; ability to build integrated financial and market models; experience with wholesale energy markets, utility/market analysis, and cross-functional collaboration; strong written and presentation skills.
SQL, Python
1w
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Vice President, Portfolio Management- ABL/Tech
Denver or Austin or San Diego or Boston or Costa Mesa or San Jose or Reston
$122k-$161k/yr OnsiteFull Time
6+ YOERequires 6+ years of portfolio management experience, a bachelor's degree or equivalent, commercial credit and loan structuring expertise, credit analyst training, regulatory knowledge, and advanced communication skills.
2mo
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Private Wealth Management Senior Client Relationship Analyst
Palo Alto, California, United States
$68k-$120k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years relevant experience (RIAs, family offices, VC/PE preferred). Strong interpersonal, communication, analytical, modeling, organizational, and time-management skills; investment evaluation and portfolio tracking experience.
2mo
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Private Wealth Management Senior Client Relationship Analyst
Palo Alto, California, United States
$100k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5+ years relevant experience (RIAs, family offices, VC/PE preferred). Strong interpersonal, analytical, organizational, and time-management skills; experience evaluating investments, building financial models, and managing deal/portfolio tracking.
2mo
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Financial Planning & Analysis Analyst IV, Medical Financial Operations
San Jose or Oakland
OnsiteFull Time
2+ YOEMinimum two years finance experience managing a portfolio; Bachelor's degree in finance or related field and minimum six years FP&A experience or equivalent.
SAS, SQL, Excel