28 portfolio analyst jobs at 18 companies in Mount Laurel, NJ
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AVP - Portfolio Analyst
Ambler, Pennsylvania, United States
HybridFull Time
Experience administering commercial loan portfolios, strong analytical and communication skills, proficiency with Microsoft Office and mortgage software, knowledge of loan documents and compliance.
Microsoft Outlook, Microsoft Word, Microsoft Excel, McCracken Strategy
1w
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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
1w
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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.
4w
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Senior Specialist, IWM Portfolio Analyst
Philadelphia, Pennsylvania, United States
$71k-$110k/yr OnsiteFull Time
3+ YOEBachelor's degree required; MBA and/or CFA preferred. Minimum 3 years finance/investment experience. Strong analytical skills and ability to support portfolio managers with reporting and analytics.
2mo
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Portfolio Construction Analyst (Fixed Income & Portfolio Risk Analysis)
Philadelphia, Pennsylvania, United States
$120k-$160k/yr HybridFull Time
3+ YOE3+ years fixed income/portfolio construction or quantitative risk experience; bachelor's in a quantitative field; strong programming (Python, R, MATLAB, SQL); experience with portfolio analytics, derivatives, volatility research, and communication skills.
Python, R, MATLAB, SQL
2mo
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Portfolio Manager and Analyst
Bridgewater, New Jersey, United States
$300k-$400k/yr HybridMultiple Commitments Available
10+ YOE10+ years equity investing (international large-cap), durable-growth framework, fundamental analysis, track record of managing portfolios, strong communication, CFA or advanced degree preferred.
Financial Modeling, Valuation, Fundamental Analysis, Portfolio Management
1d
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Analyst, Portfolio Valuation
Yardley, Pennsylvania, United States
OnsiteFull Time
0+ YOERequires 0–2 years constructing and reviewing valuation or financial models, a finance, accounting, or economics degree, Excel and Word knowledge, strong communication, analytical ability, and U.S. work authorization without sponsorship.
Microsoft Excel, Microsoft Word
1mo
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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
1mo
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Real Estate Contract Portfolio Analyst
New Jersey or Atlanta or New York
$54k-$68k/yr RemoteFull Time
OnTrac: Provides last-mile delivery services for e-commerce retailers.
3+ YOEBachelor's or 3+ years RE/contract/financial analysis experience; strong lease/contract knowledge, advanced Excel, Power BI/ClickUp/ERP familiarity, financial analysis and executive reporting, contract interpretation and risk identification.
Power BI, ClickUp, ERP, 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.
3w
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Portfolio Management Analyst, Structured Credit and Real Estate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
1+ YOEBachelor's in a quantitative discipline,1-2 years relevant fixed income/investment experience,proficiency in Microsoft Excel and Bloomberg,strong analytical and communication skills; CFA or FRM preferred.
Microsoft Excel, Bloomberg, BlackRock Aladdin, Clearwater Analytics, Aladdin, Intex, Trepp
5d
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Product Analyst - JJT Strategy & Portfolio
Titusville, New Jersey, United States
$65k-$105k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2–3 years of relevant experience in portfolio management, technology strategy, ERP delivery, supply chain systems, resource planning, or data analytics. Requires analytical, collaboration, and data visualization skills.
JIRA, Power BI, Microsoft Excel, Solver, Signavio, LeanIX, SAP, Agile, Certified ScrumMaster (CSM), SAFe
5d
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Product Analyst - JJT Strategy & Portfolio
Titusville, New Jersey, United States
$65k-$105k/yr OnsiteFull Time
2+ YOEBachelor’s degree and 2–3 years of relevant experience in portfolio management, technology strategy, ERP delivery, supply chain systems, resource planning, or data analytics. Requires data modeling, reporting, visualization, and Agile knowledge.
JIRA, Power BI, Microsoft Excel, Solver, Signavio, LeanIX, SAP, Agile
5d
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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
23h
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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
2mo
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Senior Financial Analyst - Portfolio Management & Strategy
Mount Laurel, New Jersey, United States
$73k-$104k/yr HybridFull Time
3+ YOEBachelor's in Accounting/Finance required; 3+ years finance/accounting or data analytics experience; proficiency with Business Object, Microsoft Excel/PowerPoint/Word/Outlook, Power BI/Tableau; strong analytical, communication, and financial statement skills.
Business Object, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Power BI, Tableau
7h
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Investment Analyst
Conshohocken, Pennsylvania, United States
OnsiteFull Time
2+ YOEBachelor's degree in business, finance, economics, or a related quantitative field; 2–4 years in investment or investment-adjacent work; advanced Excel and familiarity with asset allocation or portfolio construction.
Microsoft Excel, Microsoft PowerPoint, Morningstar, PitchBook, Venn, Tamarac, Backstop Solutions, CENTRL, SQL, Python
1mo
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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
1mo
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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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