22 portfolio analyst jobs at 12 companies in Lititz, PA
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Portfolio Analyst
Berwyn, Pennsylvania, United States
$64k-$106k/yr OnsiteFull Time
Bachelor's degree preferred; Series 65 required or attainable within three months. Requires investment knowledge, strong analytical skills, advanced Microsoft Excel, and Microsoft Word and Outlook proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Orion Eclipse
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Portfolio Analyst
Berwyn, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree preferred; Series 65 required or obtainable within three months. Requires investment knowledge, strong analytical skills, advanced Excel, Word and Outlook proficiency, and collaborative communication.
1d
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IT Portfolio Reporting Analyst
West Chester or Pennsylvania or New Jersey or Delaware
HybridFull Time
3+ YOE3+ years in analysis, portfolio reporting, data management, or financial reporting; dashboard and reporting experience; budgeting, forecasting, variance analysis, data governance, and process automation skills.
Microsoft Excel, Power BI, Microsoft SharePoint, Power Automate
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Corporate Banking Portfolio Analyst
Pittsburgh or Powell or Harrisburg or Independence
OnsiteFull Time
1+ YOEBachelor's in business/accounting/finance/economics, 1–3 years credit analysis experience, strong Excel and analytical skills, ability to prepare cash flows and credit memos, valid driver’s license and some travel required.
Microsoft Excel
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Analyst, Tax Overlay & Portfolio Implementation
Oaks, Pennsylvania, United States
HybridFull Time
2+ YOEBachelor's degree preferred in business/finance, minimum 2 years financial services experience, strong Excel (functions & macros), understanding of investment products and portfolio operations, strong communication and attention to detail.
Microsoft Excel
2mo
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Wealth Management Solutions, Portfolio Management Analyst/Associate
New York or Newark
OnsiteFull Time
3+ YOEBachelor's in finance-related field; 3-7 years in financial services; CFA progress preferred but not required; strong portfolio management knowledge.
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Executive Portfolio Support, Principal Analyst
Aberdeen Proving Ground, Maryland, United States
$145k-$165k/yr OnsiteFull Time
10+ YOEMaster's degree, 10+ years of financial management experience, active Secret clearance, and principal-level strategic and financial planning experience in defense research or acquisition.
PowerPoint
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Portfolio Analytics & Strategy Analyst - Marketing & Customer Analytics
Pittsburgh or Philadelphia or Cleveland or Wilmington or Tysons Corner
$75k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years of relevant experience. Requires Python, SQL, Spark, data analytics, data modeling, cloud warehouses, ETL/ELT, and strong analytical and communication skills.
Python, SQL, Spark, GitHub Copilot, Tableau, Power BI, Atlassian Jira, Confluence, Snowflake, BigQuery, Amazon Redshift, Apache Airflow, AWS, Azure, Kafka, Kinesis, Adobe Experience Platform, Salesforce Marketing Cloud, Google Ads, ETL, ELT, machine learning
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Portfolio Steering and CAT Risk Analyst - Marine
New York City or Stamford or Wilmington or Philadelphia or Newark
$101k-$153k/yr HybridFull Time
5+ YOERequires 5+ years of insurance or reinsurance experience, 3+ years of global Marine underwriting experience, bachelor's degree preferred, catastrophe modeling, GIS, Excel, VBA, and project management expertise.
Foundry, Power BI, RMS, AIR, EQECAT, Geographical Information Systems (GIS), Microsoft Excel, VBA
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Wealth Analyst
Wayne, Pennsylvania, United States
HybridFull Time
0+ YOEBasic financial planning and investment knowledge, Bachelor's degree required, working toward CFP, 0–3 years experience, proficiency with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, custodian interaction, strong communication and attention to detail.
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
2mo
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Senior Research Analyst
New York or Chicago or Radnor
$170k-$220k/yr HybridFull Time
10+ YOE10+ years in investment-grade private placements and portfolio management; Bachelor's in finance/accounting; strong financial modeling, valuation, Microsoft Excel and PowerPoint skills; deep fixed income knowledge and strong communication.
Microsoft Excel, Microsoft PowerPoint, Electronic Financial Modeling
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FT Credit Analyst I - Lititz
Lititz, Pennsylvania, United States
OnsiteFull Time
Perform commercial loan underwriting and administrative support; analyze financial statements, tax returns, and borrower projections; prepare loan presentations, annual file reviews, and monitor portfolio concentrations.
Loan Operation System (LOS)
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Senior Credit Model Development Analyst – Consumer Portfolio (Hybrid - see description for potential locations)
Buffalo or Washington or Baltimore or Iselin or Wilmington or New York City or Bridgeport
$86k-$143k/yr HybridFull Time
2+ YOEBachelor's or equivalent experience and minimum 2 years quantitative behavioral model development experience, Python and SQL proficiency, logistic regression and econometric techniques, strong communication and data visualization skills.
Python, SQL, SQL Server Management Studio
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Senior Credit Model Development Analyst – Consumer Portfolio (Hybrid - see description for potential locations)
Buffalo or Washington or Baltimore or Iselin or Wilmington or New York City or Bridgeport
$86k-$143k/yr HybridFull Time
2+ YOERequires quantitative behavioral model development experience, 2+ years of Python and SQL experience, logistic regression expertise, strong data analysis and communication skills, and bachelor’s degree (or equivalent experience).
Python, SQL, SQL Server Management Studio
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