21 portfolio analyst jobs at 13 companies in Monroe, NC
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Portfolio Management Analyst
Charlotte, North Carolina, United States
$96k-$129k/yr OnsiteFull Time
1+ YOEBachelor's degree in Finance/Economics/Accounting,1-3 years experience in structured finance or portfolio reporting,advanced Microsoft Excel,strong communication,organized,self-directed;background check required.
Microsoft Fabric, Power BI, Microsoft Excel
1w
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Healthcare Portfolio Manager - Analyst
Charlotte, North Carolina, United States
HybridFull Time
2+ YOERequires 2+ years of Mid-Corporate Portfolio Management experience or equivalent; financial analysis, underwriting, Excel modeling, communication, and commercial credit skills. Bachelor's degree preferred.
Microsoft Office, Microsoft Excel
1mo
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Analyst, Specialty Underwriting and Portfolio Manager - CRE
McLean or Charlotte or Cambridge
$119k-$150k/yr OnsiteFull Time
2+ YOEBachelor's degree or military experience, 2+ years in credit underwriting/portfolio management or commercial real estate, proficiency with Microsoft Office or Google Suite, strong communication and critical thinking.
Microsoft Office, Google Suite
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Analyst, Specialty Underwriting and Portfolio Manager - CRE
McLean or Cambridge or Charlotte
$119k-$150k/yr OnsiteFull Time
2+ YOEBachelor's degree or military experience and 2+ years in credit underwriting, portfolio management, or commercial real estate; financial analysis and modeling skills required.
Microsoft Office, Google Suite
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Analyst, Specialty Underwriting and Portfolio Manager - CRE
McLean or Cambridge or Charlotte
$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, credit risk, and stakeholder communication skills.
Microsoft Office, Google Suite
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.
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Trading Analyst, Overlay Portfolio Management
Fort Mill or Charlotte or Tempe
$31-$52/hr OnsiteFull Time
3+ YOERequires Series 7 and 65 (or 66),3+ years in finance or high-volume processing,1+ year service-oriented experience,proficiency with Microsoft Excel and strong analytical and communication skills.
BETA, Vestmark, Microsoft Excel, Visual Basic, Excel Macro (Visual Basic)
1w
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Trading Analyst, Overlay Portfolio Management
Fort Mill or Charlotte or Tempe
$31-$52/hr OnsiteFull Time
3+ YOESeries 7 and 65 (or 66), 3+ years financial industry or high-volume processing experience, 1+ year service-oriented experience, strong analytical and communication skills.
BETA, Vestmark, Microsoft Excel, Visual Basic, Excel Macro (Visual Basic)
3w
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SMA Implementation Analyst
Charlotte, North Carolina, United States
$90k-$110k/yr HybridFull Time
3+ YOE3+ years investment analysis experience, knowledge of equity direct indexing and portfolio management, SQL or similar data tool ability preferred, CFA or progress toward preferred, must be authorized to work in the U.S.
SQL
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Sr Investment Analyst
Charlotte, North Carolina, United States
$126k-$180k/yr OnsiteFull Time
5+ YOE5+ years retirement plan investment analysis experience, knowledge of asset allocation, portfolio construction, performance attribution, risk analysis; strong presentation and communication skills; proficiency with Microsoft Office and virtual meeting tools.
Microsoft Office Suite, Microsoft Teams, Zoom, RPAG
1w
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Sr Investment Analyst
Charlotte, North Carolina, United States
$126k-$180k/yr OnsiteFull Time
5+ YOE5+ years retirement plan industry investment analysis experience, knowledge of asset allocation, portfolio construction, performance attribution, risk analysis; experience evaluating fund managers; strong presentation and communication skills; proficiency with Microsoft Office and virtual meeting tools.
Microsoft Office Suite, MS Teams, Zoom
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Credit Analyst - Financial Institutions
Frisco or Chicago or Cincinnati or Charlotte
$54k-$112k/yr OnsiteFull Time
2+ YOEBachelor's in business, 2+ years commercial banking credit analysis, proficiency in financial modeling, underwriting and portfolio monitoring, strong analytical and communication skills, proficiency with internal banking applications and Microsoft Office.
Microsoft Office
3mo
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Analyst Tech Value Realization
Salisbury, North Carolina, United States
$109k-$163k/yr HybridFull Time
8+ YOEBachelor's degree; 8+ years in product/portfolio value management, strategy, FP&A or related; strong quantitative, analytical, and cross-functional collaboration skills.
OKR, ROI, cost/benefit modeling, financial analysis, data visualization
2mo
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Senior Credit Analyst, New Verticals
Dublin or London or Sydney or Charlotte or United States or Europe
HybridFull Time
3+ YOE3+ years relevant experience, undergraduate degree in Business/Finance/Economics/Engineering/Law/Computer Science, strong financial analysis and Excel/SQL skills, interest in credit risk and portfolio management, able to lead meetings and present to senior stakeholders.
Microsoft Excel, SQL
5d
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Analyst V Tech Value Realization
Salisbury, North Carolina, United States
$109k-$163k/yr HybridFull Time
8+ YOEBachelor's degree or equivalent experience and 8+ years in product, portfolio value management, strategy, finance, or related roles; strong quantitative, analytical, facilitation, and communication skills.
OKR, Agile
1mo
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Loan Support Analyst Senior - Collateral Operations - Midland
Overland Park or Birmingham or Farmers Branch or Atlanta or Little Rock or Dallas or Charlotte
OnsiteFull Time
0+ YOEBachelor's degree typically required; strong analytical, compliance, and loan documentation skills; ability to service commercial real estate loan portfolios and communicate with internal and external stakeholders.
4d
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Analyst IV Tech Value Realization
Salisbury, North Carolina, United States
$93k-$139k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience and 5+ years in analytics, finance, product operations, portfolio management, business operations, or related fields. Requires quantitative analysis, reporting, visualization, metrics, dashboards, and cross-functional collaboration.
Power BI, Tableau, Microsoft Excel
5d
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Analyst V Tech Value Realization (542990)
Salisbury, North Carolina, United States
$109k-$163k/yr HybridFull Time
8+ YOEBachelor’s degree or equivalent experience and 8+ years in product, portfolio value management, strategy, finance, or related roles, with strong analytics, metrics, modeling, and stakeholder influence skills.
OKR, Agile
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