37 portfolio analyst jobs at 28 companies in Johnsburg, IL
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Portfolio Analyst
Chicago, Illinois, United States
$115k-$195k/yr OnsiteFull Time
4+ YOE4+ years in multi-asset portfolio analysis; strong asset allocation, risk management; Python and SQL proficiency; experience with institutional/HNW portfolios.
Python, SQL, Aladdin, Databricks, Snowflake, Bloomberg, ArcherIMS
2d
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Portfolio Analyst
Chicago, Illinois, United States
$90k-$110k/yr HybridFull Time
3+ YOERequires 3+ years supporting portfolio management and performance optimization, data analysis with Excel and Power BI, project management, strong analytical and communication skills, and a relevant bachelor's degree.
Microsoft Excel, Power BI
2w
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Wealth Portfolio Analyst (Institutional)
Milwaukee, Wisconsin, United States
OnsiteFull Time
4+ YOEBachelor's degree and 4 years investment experience; Series 65 required (or obtain within 90 days); CFA/CFP preferred; strong portfolio, research, compliance, and client-communication skills.
CRM
2mo
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Portfolio Operations Analyst
Milwaukee or Minneapolis
$70k-$85k/yr HybridFull Time
2+ YOE2+ years investment/portfolio operations experience, attention to detail, Excel and APX/Bloomberg familiarity, strong communication, risk mitigation, and ability to lead projects; U.S. work authorization required.
Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO), SS&C Recon, Microsoft Excel, Microsoft Access, Power BI
3w
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Senior Portfolio Analyst
Northbrook, Illinois, United States
$110k-$120k/yr OnsiteFull Time
6+ YOE6+ years finance and analytics experience with private credit exposure, strong data management, financial modeling, Allvue/Oxane/Power BI experience, Microsoft Lakehouse/SQL/Power Query skills, Bachelor's required, CFA preferred.
Microsoft Lakehouse, SQL Server, Microsoft Power Query, Allvue, Oxane, Microsoft Power BI, Microsoft Excel
3mo
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Portfolio Oversight Analyst
Milwaukee, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years relevant experience; finance/accounting background; SQL/Python knowledge; strong analytical and communication skills.
SQL, Snowflake, Python, Microsoft Excel, Microsoft Office Suite
1w
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Portfolio Servicing Analyst
Milwaukee, Wisconsin, United States
HybridFull Time
3+ YOEBachelor’s degree and 3+ years administering commercial real estate construction loan disbursements required; experience with draw packages, budgets, inspections, loan servicing, reporting, and Microsoft Office preferred.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Asset Management System
1w
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Securitized Products Group - Portfolio Analyst
Chicago, Illinois, United States
$81k-$120k/yr OnsiteFull Time
Bachelor’s degree in finance, business, economics, or real estate finance; strong financial statement analysis, analytical, critical thinking, communication, organization, and independent work skills.
1mo
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Private Investment Operations Portfolio Analyst, Bank Loans
Chicago, Illinois, United States
$75k-$90k/yr OnsiteFull Time
2+ YOEBachelor's degree required, 2+ years relevant experience, experience in trade settlement and cash reconciliation, advanced Microsoft Excel, strong attention to detail and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ClearPar, Wall Street Office (WSO), Moody's, S&P, Aladdin, Python, Power BI, JIRA
1mo
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Business Analyst - PMS Portfolio
New York City or Chicago
$89k-$115k/yr OnsiteFull Time
5+ YOE5+ years in product or technical roles in finance/tech; advanced Microsoft Excel, basic scripting/code fluency, Jira and Agile experience; strong portfolio construction and fixed income knowledge.
Microsoft Excel, Jira
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.
1mo
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Sr. Analyst, Innovation Quality – Portfolio Brands
Glenview, Illinois, United States
$90k-$112k/yr FieldFull Time
3+ YOE3-5 years quality experience in food/CPG with plant quality, regulatory familiarity (USDA/FDA/CFIA), sanitation and food safety knowledge, PCQI/Better Process Control School preferred, statistics and project management skills, ability to travel 40-55%.
2w
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Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate
Chicago or McLean
$119k-$150k/yr OnsiteFull Time
2+ YOEBachelor’s degree or military experience and 2+ years in credit underwriting, portfolio management, or commercial real estate. Requires financial analysis, modeling, and risk management skills.
Microsoft Excel, VBA, Google Scripts, SQL
2w
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Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate
Chicago or McLean
$119k-$150k/yr OnsiteFull Time
2+ YOEBachelor’s degree or military experience and 2+ years in credit underwriting, portfolio management, or commercial real estate. Finance or accounting degree and Excel, VBA, Google Scripts, or SQL preferred.
Microsoft Excel, VBA, Google Scripts, SQL
2w
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Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate
Chicago or McLean
$119k-$150k/yr OnsiteFull Time
2+ YOEBachelor's degree or military experience,2+ years credit underwriting or portfolio/asset management or commercial real estate,proficiency with Excel/VBA/Google Scripts/SQL,strong communication and analytical skills.
Microsoft Excel, VBA, Google Scripts, SQL
3w
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Analyst, Real Estate (Portfolio Management)
Los Angeles or Chicago
$95k-$110k/yr HybridFull Time
1+ YOEBachelor's degree or equivalent,1-2 years CRE or investment experience,strong Excel and PowerPoint skills,Argus preferred,strong analytical and communication skills.
Argus, Microsoft Excel, Microsoft PowerPoint, Microsoft Office
2mo
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Senior Analyst, Thermal Settlements and Portfolio Analytics
Chicago, Illinois, United States
$62k-$82k/yr OnsiteFull Time
2+ YOE2-4 years energy settlement and analytics experience; ETRM systems (Allegro preferred); strong Excel, SQL, Power BI; energy markets knowledge.
Excel, SQL, Power BI, Copilot, Databricks, ETRM, Allegro
2w
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Associate/Senior Associate, Quantitative Investment Analyst, Portfolio Solutions
Chicago, Illinois, United States
$150k-$180k/yr OnsiteFull Time
4+ YOE4+ years private markets investment experience, strong programming in SQL and Python, portfolio optimization and factor-model experience, degree in a quantitative field.
SQL, Python, Gurobi, Mosek, Bloomberg, Barra, Axioma, Tableau, R
2mo
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Analyst, Private Credit - Portfolio & Account Management
Chicago or Atlanta
OnsiteFull Time
3+ YOEBachelor’s degree; 3+ years private credit or related experience; financial statement analysis; advanced Excel; strong communication; US work authorization; willing to work from Chicago or Atlanta.
Excel, Microsoft Word, PowerPoint, financial spreading software
1mo
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Sr. Analyst, Innovation Quality – Portfolio Brands
Glenview, Illinois, United States
$90k-$112k/yr FieldFull Time
3+ YOE3-5 years quality/CPG experience preferred; plant quality, commercialization, sanitation, and food safety knowledge; familiarity with USDA/FDA/CFIA; strong communication and project collaboration skills.
DMAIC, DFSS, Lean, Metrology, MSA
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