8 portfolio analyst jobs at 8 companies in Isleton, CA
3mo
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Multifamily Portfolio Analyst
Sacramento, California, United States
$6k-$8k/mo HybridFull Time
5+ YOEExperience analyzing financial statements and data, knowledge of multifamily or affordable housing programs, interpreting regulations, preparing written analyses, and quantitative skills.
4d
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Assistant Vice President,Portfolio Manager
San Francisco or Pleasanton
$115k-$140k/yr OnsiteFull Time
4+ YOE4+ years portfolio management or related experience; Bachelor's degree or equivalent; intermediate knowledge of commercial credit, loan structuring, banking operations, and regulatory compliance; credit analyst training; strong communication skills.
3w
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Business Analyst
Oakland, California, United States
$45-$59/hr HybridFull Time
Analyze and validate portfolio and planning data, develop reports and dashboards, support capital and investment planning, maintain documentation, and collaborate with cross-functional teams.
Microsoft Excel, Power BI, Microsoft SharePoint, SAP, Foundry, GIS, Copperleaf, Microsoft Word, Microsoft PowerPoint
3w
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Business Analyst
Oakland, California, United States
HybridFull Time
Analyze datasets and develop reports/dashboards to support portfolio and investment planning; experience with SAP, Foundry, Copperleaf, GIS, Power BI, and Microsoft Office; strong analytical, documentation, and collaboration skills.
SAP, Foundry, Copperleaf, GIS, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft SharePoint, Power BI
1mo
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Treasury Analyst (Temporary - 6 months)
Livermore, California, United States
$71k-$94k/yr OnsiteFull Time
2+ YOEPerform bank account administration, credit and collections analysis, insurance and SOX support, online banking portal administration, Excel modeling, and assist with investment portfolio reporting; BA/BS and 2+ years in treasury/finance preferred.
Microsoft Excel
2w
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Investment Operations Analyst - Trade Support
Reno or San Ramon
$93k-$116k/yr HybridFull Time
3+ YOEBachelor's degree,3–5 years investment operations or middle/back-office experience,knowledge of portfolio accounting,reconciliation,performance reporting,attention to detail,analytical and communication skills.
ChatGPT, Google Apps, Microsoft Office, Slack, JIRA, Confluence, Kantata, APIs, AWS
1mo
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Direct Indexing Investment Analyst, Specialist
Oakland or California
$60k-$96k/yr OnsiteFull Time
Undergraduate degree or equivalent, CFA progress preferred, 3 years related financial services experience preferred, strong portfolio analysis, reporting, and client collaboration skills.
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