32 portfolio analyst jobs at 26 companies in Lockport, NY
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Portfolio Analyst
Toronto or Montréal
$94k-$115k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years in portfolio analysis, project management, or IT projects. Requires Power BI, PPM tools, financial forecasting, executive presentations, analytical, communication, and collaboration skills.
Power BI, Clarity, JIRA, PPM
3w
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Senior Portfolio Analyst
Toronto, Ontario, Canada
$73k-$91k/yr HybridFull Time
2+ YOEUniversity degree, 2+ years experience in portfolio analytics or related function; strong SQL and Python skills; experience with dashboards, data validation, reconciliation and automation; excellent communication.
Python, SQL, Microsoft Excel, Power BI, Looker, Tableau, Eagle, SAP HANA, FactSet, Bloomberg, VBA, Power Automate, Git
1mo
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Portfolio Analyst, Overlay Management
Toronto, Ontario, Canada
$62k-$114k/yr OnsiteFull Time
3+ YOECanadian Securities Course, university degree (Business/Economics/Accounting/Finance), 3+ years investment and portfolio/trade experience, enrollment in CFA or CIM preferred, strong analytical and communication skills.
Microsoft Excel
3w
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Bilingual Portfolio Analyst, Commercial Asset Management
Toronto, Ontario, Canada
$60k-$75k/yr HybridFull Time
5+ YOEPost-secondary education with bachelor's required; 5+ years commercial mortgage or financial services experience; strong underwriting, analysis, and communication skills; bilingual (English/French) an asset.
3mo
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Associate/Analyst, Portfolio Construction
Toronto, Ontario, Canada
OnsiteFull Time
3+ YOEMinimum 3 years in investing, risk, strategy or consulting; undergraduate degree required, advanced degree (e.g., MBA) preferred; strong financial modelling, analytical, and communication skills; bilingualism (EN/FR) an asset.
1mo
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Senior Portfolio Analyst, 1832 Asset Management (264167)
Toronto, Ontario, Canada
OnsiteFull Time
2+ YOE2+ years direct buy/sell-side research experience; strong Excel and financial modeling; Python and Bloomberg are assets; bachelor’s degree required (Finance/Math/Stats/Engineering/CS preferred); strong communication and analytical skills.
Microsoft Excel, Python, Bloomberg
3d
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Portfolio Oversight & Reporting Analyst
Waterloo or Toronto or Montreal or Halifax
$71k-$118k/yr HybridFull Time
Requires analytical, diagnostic, problem-solving, planning, project management, communication, writing, proofreading, collaboration, and deadline-management skills in a large, matrixed organization.
GIA, Viva Goals, Planview, Agile Release Train (ART)
3w
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Portfolio & Market Intelligence Analyst Intern
Toronto, Ontario, Canada
$90k/yr HybridFull Time, Internship
Undergraduate student available Jan–Aug 2027; strong analytical ability, Excel/PowerPoint skills, interest in fintech/financial services, strong communication, organized, and authorized to work in Canada.
Microsoft Excel, Microsoft PowerPoint
2w
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Senior Analyst (Senior Associate), Portfolio Analytics
Toronto, Ontario, Canada
$130k-$160k/yr OnsiteFull Time
5+ YOE5+ years portfolio engineering experience with derivatives, fixed income, equities and FX; strong Python, SQL, quantitative modeling, CI/CD and communication skills.
Python, Pandas, Numpy, SciPy, SQL, Postgres, SQL Server, Redis, Parquet, Github, Azure DevOps CI/CD
1mo
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Analyst, Managed Accounts Portfolio Services Group
Toronto or Mississauga
$94k-$117k/yr HybridFull Time
3+ YOEUniversity degree or equivalent, 3+ years relevant experience in investment due diligence/portfolio management, proficiency with Bloomberg/Morningstar/Excel/PowerPoint; Python is an asset; Canadian work authorization required.
Bloomberg, Morningstar, Microsoft Excel, Microsoft PowerPoint, Python
3w
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Analyste de portfolio bilingue, Gestion d'actifs commerciaux
Toronto, Ontario, Canada
$60k-$75k/yr OnsiteFull Time
5+ YOEPostsecondary education and 5+ years in financial services with commercial/mortgage credit experience; bilingual French/English; strong communication, credit analysis, and time-management skills.
2w
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Analyst, Institutional Portfolio Operations
Toronto, Ontario, Canada
$69k-$72k/yr HybridFull Time
2+ YOEUndergraduate degree in business/commerce or related, minimum 2 years institutional investment operations experience, strong communication and problem-solving, advanced Microsoft 365/Excel skills.
Microsoft 365, Microsoft Excel, Power Query, VBA, Power BI, Microsoft SharePoint, Power Automate
1mo
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Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing
Toronto, Ontario, Canada
RemoteContract
2+ YOECurrent or recent buy-side equity analyst or portfolio manager with ≥2 years covering equities, experience writing notes/models/IC memos, and willingness to provide usability feedback on research tools.
1mo
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Senior Analyst, Portfolio Operations (15-month contract)
Toronto, Ontario, Canada
$90k-$102k/yr HybridFull Time
3+ YOEUniversity degree in finance-related field, 3+ years in public market investment operations, strong valuation/reconciliation skills, advanced Excel, Python/SQL/Power BI experience, strong stakeholder and control experience.
Microsoft Excel, Python, SQL, Power BI, SimCorp, TriOptima, Markit/S&P Global, Pricing Direct, Reuters, Bloomberg
1w
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Analyst, Credit Underwriting and Portfolio Management - Diversified Industrials
Toronto, Ontario, Canada
OnsiteFull Time
1+ YOEBachelor's degree and at least 1 year in commercial or corporate banking, private credit, credit risk, or related financial services; requires financial modeling, valuation, credit analysis, and strong communication skills.
CFA, MBA
1w
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Senior Analyst, Investment Policy
Toronto, Ontario, Canada
$67k-$110k/yr OnsiteFull Time
3+ YOEBachelor's degree in a related field and 3–5 years of investment management or portfolio analytics experience. Requires advanced Microsoft Office, financial markets, compliance, risk monitoring, and investment policy knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Morningstar, eVestment, Bloomberg, Trade Order Management System, Charles River Development, SQL, R, Python, MATLAB
1mo
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Senior Planning Analyst
Toronto, Ontario, Canada
$100k-$125k/yr HybridFull Time
5+ YOEBachelor's degree in related field, 5+ years hands-on Planview Portfolios experience, Planview admin certification preferred, advanced Excel/Tableau/Access, Power BI/Power Platform, SQL skills, strong communication and PMO experience, eligible to work in Canada.
Planview Portfolios, Planview analytics and reporting tools, Power BI, Microsoft Report Builder, SQL, Tableau, Microsoft Access, Power Platform, Jira, Microsoft Excel
2d
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CADD/CAFM Analyst
Toronto, Ontario, Canada
$62k-$70k/yr RemoteFull Time
1+ YOEProficiency in AutoCAD, CAD/CAFM systems, Microsoft Office, architectural and furniture plans, project portfolio management, communication, and English. Degree and 1–3 years of CAD/CAFM experience preferred.
AutoCAD, Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, LISP, Microsoft Visio, Archibus, FMSystems, CAFM, IWMS
1w
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Investment Analyst– Multi-Asset Solutions
Toronto, Ontario, Canada
$75k-$100k/yr HybridFull Time
2+ YOERequires 2–5 years in asset management, portfolio management, investment operations, or multi-asset investing; bachelor's degree; Python and/or SQL; CFA progress preferred; investment platform experience preferred.
Python, SQL, Power BI, Bloomberg, FactSet, Morningstar Direct, Charles River, Aladdin
2w
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Credit Analyst, Public Fixed Income
Vancouver or Toronto
$80k-$115k/yr OnsiteFull Time
2+ YOE2+ years fixed income/credit experience, undergraduate or graduate degree preferred, strong credit research, portfolio construction and quantitative skills; CFA/CPA/CA/MBA/CBV are assets; legally eligible to work in Canada.
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