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24 portfolio analyst jobs at 17 companies in Georgia

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Portfolio Analyst
Atlanta, Georgia, United States
HybridFull Time
Invesco
InvescoNYSE: IVZ: Independent global investment management firm delivering diverse financial strategies.
Bachelor's in finance/economics/math preferred; experience or coursework in portfolio analytics, fixed income and derivatives; familiarity with performance attribution, risk models; knowledge of FactSet/Bloomberg and VBA/R is beneficial; CFA progress a plus.
FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor, VBA, R
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1mo
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Portfolio Analyst
Atlanta, Georgia, United States
OnsiteFull Time
RaceTrac
RaceTrac: Retail chain of convenience stores and fuel stations.
0+ YOESupport portfolio execution through data maintenance, inventory and supply tracking, scheduling inputs, monitoring operational indicators, and escalating exceptions; bachelor’s degree preferred; 0–2 years supply chain or analytics experience preferred.
Microsoft Excel
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1w
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Senior Portfolio Analyst
Toronto or O'Fallon or Alpharetta
$101k-$165k/yr HybridFull Time
Allianz Commercial
Allianz Commercial: Global Allianz commercial insurance business serving mid-sized companies, large enterprises, and specialist-risk clients.
5+ YOERequires 5+ years of portfolio management experience, property and casualty insurance expertise, complex data analysis, project management, strategic decision-making, and a relevant bachelor's degree.
Microsoft Excel, Power BI, artificial intelligence (AI), machine learning (ML)
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4d
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Asset Based Lending Portfolio Analyst
Atlanta, Georgia, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Multinational financial services providing banking and investment products.
2+ YOERequires 2+ years of secured or specialized lending relationship or portfolio management experience, ABL knowledge, advanced Microsoft Office proficiency, strong communication skills, and a bachelor's degree in a related field.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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3mo
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Portfolio Analyst/Trader
Alpharetta, Georgia, United States
OnsiteFull Time
Vident Asset Management
Vident Asset Management: Private U.S. asset manager providing ETFs, SMAs, indexes, and sub-advisory services to advisors, asset managers, and institutions.
2+ YOEBachelor’s degree in Finance, Engineering, or Computer Science; 2+ years in investment management; interest in designations (CFA/FRM/Series 65); strong analytical, communication, and Excel/Microsoft Office skills; familiarity with Bloomberg Port and/or Orion.
Bloomberg Port, Orion, Excel, Microsoft Office
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1mo
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Homeownership Portfolio Analyst II
Atlanta, Georgia, United States
HybridFull Time
Federal Home Loan Bank of Atlanta
Federal Home Loan Bank of Atlanta: Member-owned cooperative bank providing collateralized funding, grants, and banking services to financial institutions in eight Southeast jurisdictions.
5+ YOEBachelor's in finance or real estate and 5+ years mortgage/real estate underwriting experience; strong financial analysis, loan documentation, appraisal review, and cash-flow analysis skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SalesForce, CRM
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1mo
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IT Portfolio and Governance Analyst
Atlanta, Georgia, United States
OnsiteFull Time
Delaware Nation Industries
Delaware Nation Industries: Tribally owned federal contracting firm providing IT, cybersecurity, construction, medical, and professional services to federal and commercial clients.
10+ YOEBachelor's or equivalent, 10+ years supporting CDC/HHS IT portfolio or program management, experience with CPIC/EPLC and federal IT investment policies, monitoring cost/schedule/risks, strong analytical and communication skills.
CPIC, EPLC, Operational Analysis (OA)
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1mo
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Real Estate Contract Portfolio Analyst
New Jersey or Atlanta or New York
$54k-$68k/yr RemoteFull Time
OnTrac
OnTrac: National last-mile delivery and e-commerce logistics provider.
3+ YOEBachelor's or 3+ years RE/contract/financial analysis experience; strong lease/contract knowledge, advanced Excel, Power BI/ClickUp/ERP familiarity, financial analysis and executive reporting, contract interpretation and risk identification.
Power BI, ClickUp, ERP, Microsoft Excel
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1w
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Real Estate Portfolio Analytics & Planning, Senior Analyst
Atlanta, Georgia, United States
OnsiteFull Time
American International Group
American International GroupNYSE: AIG: Global leader in commercial and personal insurance solutions.
Strong experience in real estate portfolio analytics, reporting, planning, data governance, validation, reconciliation, budgeting, financial planning, stakeholder management, and cross-regional collaboration.
Power BI, Tableau
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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
Huntington Bank
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
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.
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1w
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PowerBI Analyst, Portfolio Reporting & Analytics
Atlanta or Dunwoody
HybridFull Time
Davidson Hospitality Group
Davidson Hospitality Group: Full-service hospitality management overseeing hotels and resorts.
3+ YOEThree-plus years in business intelligence, reporting, analytics, financial analysis, or hotel operations analytics; Power BI, DAX, Power Query, Excel, data modeling, and reporting governance expertise required.
Microsoft Power BI, DAX, Power Query, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Microsoft SharePoint, Microsoft Fabric, Power BI Service, Analysis Services, ProfitSword, CoStar, Hotel Effectiveness, Craftable, APIs, ETL
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2w
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PowerBI Analyst, Portfolio Reporting & Analytics
Dunwoody or Atlanta
HybridFull Time
Davidson Hospitality Group
Davidson Hospitality Group: Full-service hospitality management overseeing hotels and resorts.
3+ YOEThree or more years in business intelligence, reporting, data analytics, financial analysis, or related work; Power BI, DAX, Power Query, Excel, dimensional modeling, and data-quality expertise required.
Microsoft Power BI, DAX, Power Query, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Microsoft SharePoint, Microsoft Fabric, Power BI Service, Analysis Services, ProfitSword, CoStar, Hotel Effectiveness, Craftable
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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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3mo
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Sr Credit Analyst
Schaumburg or Alpharetta
$87k-$122k/yr HybridFull Time
Wheels
Wheels: Privately held fleet management serving businesses with leasing, maintenance, telematics, and vehicle lifecycle solutions.
5+ YOE5+ years commercial credit analysis; Bachelor's in business or finance; Python or R; SQL; Tableau/Power BI; strong communication; ability to manage credit portfolios and collaborate with stakeholders.
Python, R, SQL, Tableau, Power BI
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1w
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Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations
Atlanta or Los Angeles or San Francisco or New York City or Boston or Chicago or Dallas or Washington
$75k-$120k/yr OnsiteFull Time
Houlihan Lokey Financial Advisors, Inc.
Houlihan Lokey Financial Advisors, Inc.NYSE: HLI: Public global investment bank advising corporations, financial sponsors, and governments on M&A, capital, restructuring, and valuation.
1+ YOEBachelor’s degree and at least one year of valuation experience at an accounting or valuation firm. Requires strong financial modeling, analytical, communication, and quantitative skills; complex securities experience preferred.
Python, R, MATLAB, VBA, Microsoft Excel, Microsoft Office, Fincad, CapitalIQ, Refinitiv, Bloomberg, Black-Scholes, Monte Carlo simulations
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2mo
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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
NEPC
NEPC: Private investment consulting and outsourced CIO firm serving governments, institutions, families, and individuals.
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
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1w
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2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple Locations
Atlanta or Los Angeles or New York City or Boston or Chicago or Dallas or Houston or Washington
$80k-$95k/yr OnsiteFull Time
Houlihan Lokey
Houlihan LokeyNYSE: HLI: Public global investment bank advising corporations, financial sponsors, and governments on M&A, capital, restructuring, and valuation.
Bachelor's degree in a relevant quantitative or finance field, graduating December 2026–June 2027 and available July 2027; requires analytical, valuation, Excel modeling, communication, and teamwork skills.
Microsoft Excel, Bloomberg, S&P Capital IQ
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2w
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Senior Credit Risk Analyst
Atlanta, Georgia, United States
HybridFull Time
YouLend
YouLend: Private fintech platform providing embedded revenue-based financing to small and medium-sized businesses through commerce and payment partners.
2+ YOERequires 2+ years in credit risk, underwriting, or related financial services risk management; quantitative reasoning, financial analysis, portfolio management, SQL, and ideally Python skills.
SQL, Python
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1mo
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Senior Risk Analyst, Commercial Lending Analytics
Dallas or Atlanta
OnsiteFull Time
Stellantis Financial Services
Stellantis Financial Services: Captive automotive-finance bank providing mobility financing for Stellantis brands.
5+ YOE5+ years in data or credit risk analytics with commercial credit/portfolio monitoring, proficiency in SQL/Python/R/SAS, financial statement analysis, and strong communication and analytical skills.
SQL, Fabric, R, Python, SAS, Power BI, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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2mo
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Sr. Analyst - Rental Infrastructure
Atlanta, Georgia, United States
OnsiteFull Time
The Home Depot
The Home DepotNYSE: HD: World's largest home improvement specialty retailer.
3+ YOEManage rental facilities portfolio: establish preventive maintenance, manage service requests via ServiceChannel, forecast capital budgets, oversee vendors, lead project teams, and perform data analysis; bachelor’s-level knowledge and 3+ years experience preferred.
Microsoft Office Suite, Microsoft PowerPoint, ServiceChannel, CMMS
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