79 portfolio analyst jobs at 44 companies in Montclair, VA
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PORTFOLIO ANALYST
Washington, District of Columbia, United States
RemoteFull Time
Engineering Services Network: Independent research and analysis provider delivering reports and briefs on naval ship repair and shipbuilding portfolios.
10+ YOEMinimum 10 years in managerial, accounting, business economics, or industrial concepts; strong writing and communication skills; detail-oriented with ability to analyze financial statements and provide strategic insights.
Microsoft Office (Excel, PowerPoint, Word, Outlook, Teams), Excel graphs and tables
Baltimore or Washington or Maryland or Colorado or Washington or New York or California
$90k-$130k/yrHybridFull Time
T. Rowe PriceNASDAQ: TROW: Provides global investment management and retirement planning services.
2+ YOEBachelor's degree or equivalent, 2+ years relevant experience, strong analytical and communication skills; CFA or Master's preferred; fixed income experience and comfort with AI-enabled analytics preferred.
National Cooperative Bank: Provides banking services to cooperatives and member-owned organizations.
1+ YOEBachelor's in finance or related, 1-3 years quantitative experience, advanced Microsoft Excel and financial modeling, strong analytical skills, attention to detail, and excellent communication; interest in renewable energy a plus.
ProShares: Creates and manages a wide range of exchange-traded funds.
1+ YOEUndergraduate degree preferred in finance/economics/math,1+ year related experience preferred,strong quantitative skills,Excel proficiency, VBA desirable,experience with trading/operations preferred.
Range: AI-powered platform for wealth management and financial planning.
5+ YOEResponsible for executing daily trading, managing rebalancing and tax-aware trades, monitoring accounts, and building scalable trading infrastructure; 5+ years trading or portfolio operations experience preferred.
Tripoint Solutions: Providing technology modernization and data services to federal agencies.
4+ YOEBachelor's degree, PfMP/PMP/PgMP certification, 4+ years IT project/program experience with 2+ years overseeing multiple projects, knowledge of Agile/Scrum/Waterfall, portfolio tools and strong communication.
AWS, ServiceNow, UiPath, Microsoft Project Online, Planview, Clarity, Jira Align, Power BI, Tableau
United BankNASDAQ: UBSI: Provides consumer banking, commercial lending, and wealth management services.
3+ YOEBachelor’s degree in a quantitative field or 3 years of professional data analysis; requires Microsoft Office proficiency, relational database queries, advanced analytics, reporting, communication, and problem-solving skills.
Microsoft Office, Business Objects, relational databases
Bespoke Technologies: Provides technical engineering and data solutions for national security.
8+ YOERequires a BS with 8–12 years of relevant experience or a master's with 6–10 years; active Poly clearance, portfolio and program management knowledge, strong analysis, writing, communication, and organizational skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
10+ YOETS/SCI clearance, 10+ years defense or technology development experience, bachelor\u0002s degree in technical/management field, project management and prototyping experience, ability to synthesize complex technical data and prepare executive-level briefs.
Steampunk: Provides digital transformation and IT consulting for federal agencies.
2+ YOELocated in DC Metro; onsite 3 days/week. 2+ years experience, strong analytical and communication skills, project/operations support, confidentiality, and process improvement mindset; Microsoft Office proficiency preferred.
Microsoft Teams, Microsoft SharePoint, Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Senior Portfolio Investment Analyst – Multi-Asset and ETFs
Baltimore or Colorado or Washington or Washington, D.C. or New York or California or London or Hong Kong
$95k-$110k/yrHybridFull Time
T. Rowe PriceNASDAQ: TROW: Global investment management firm providing funds and retirement services.
4+ YOEBachelor's degree in a relevant field, 4+ years of industry experience, portfolio support experience, analytical and communication skills, technology aptitude, and project management experience.
Austin or Reston or Menlo Park or Seattle or New York or San Francisco or Chicago
$132k-$188k/yrOnsiteFull Time
MetaNASDAQ: META: Develops social networking platforms and virtual reality technologies.
6+ YOE6+ years in energy strategy or capital-intensive infrastructure; ability to build integrated financial and market models; experience with wholesale energy markets, utility/market analysis, and cross-functional collaboration; strong written and presentation skills.
Analyst, Specialty Underwriting and Portfolio Manager - CRE
McLean or Charlotte or Cambridge
$119k-$150k/yrOnsiteFull Time
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
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.
Booz Allen HamiltonNYSE: BAH: Provides technology and management consulting services to diverse organizations.
5+ YOE5+ years DoD acquisition experience, 3+ years supporting major capability acquisition programs, bachelor’s degree, Top Secret clearance, experience with acquisition strategies, reporting, and advising senior leadership.
Booz Allen HamiltonNYSE: BAH: Consulting and technology services for government and commercial clients
5+ YOE5+ years DoD acquisition experience, experience with major weapon/platform acquisitions, ability to develop acquisition strategies, prepare executive correspondence, and review defense authorization provisions.
Denver or Austin or San Diego or Boston or Costa Mesa or San Jose or Reston
$122k-$161k/yrOnsiteFull Time
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
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.
Analyst, Specialty Underwriting and Portfolio Manager - CRE
McLean or Cambridge or Charlotte
$119k-$150k/yrOnsiteFull Time
Capital OneNYSE: COF: A diversified financial services providing banking and credit products.
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.
Analyst, Specialty Underwriting and Portfolio Manager - CRE
McLean or Cambridge or Charlotte
$119k-$150k/yrOnsiteFull Time
Capital OneNYSE: COF: Provides credit card, banking, and auto loan services.
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.
Koniag Government Services: Providing technical and professional services to federal agencies.
10+ YOE10+ years experience with portfolio management, DoD PPBE, data analysis, technical writing, and classified environments; active TS/SCI clearance and bachelor’s degree required; SharePoint and MS Office experience.
SharePoint, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft Excel, Microsoft Outlook