7 portfolio analyst jobs at 5 companies in Lathrop, 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.
2w
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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.
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.
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
3w
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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
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
5d
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Financial Planning & Analysis Analyst IV, Medical Financial Operations
Martinez, California, United States
$121k-$156k/yr OnsiteFull Time
6+ YOEBachelor's degree in finance, business, or related field and 6+ years of FP&A or related experience, including 2+ years managing a portfolio of departments or business areas.
SAS, SQL, Internet, Bloomberg, D&B