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24 portfolio analyst jobs at 20 companies in Novato, CA

3w
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Portfolio Analyst
San Francisco, California, United States
$72k-$155k/yr HybridFull Time
University of California, San Francisco
University of California, San Francisco: Public research university dedicated to health sciences and education.
3+ YOEBachelor's degree or equivalent, 3+ years related experience in research administration, strong financial analysis and reporting skills, familiarity with sponsor compliance and grant funding processes, spreadsheet/database proficiency, and strong writing.
PeopleSoft, MyReports, BearBuy, UCPath, PLUS Faculty Portfolio
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3mo
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Portfolio Analyst
San Francisco, California, United States
$90k-$110k/yr HybridFull Time
Allspring Global Investments
Allspring Global Investments: Independent global asset management firm providing diverse investment solutions.
1+ YOEUndergraduate degree in finance-related field, 1+ years equity research experience, Excel and Word proficiency, strong analytical and communication skills, interest in emerging markets and ESG.
Microsoft Word, Microsoft Excel
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4w
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Portfolio Analyst
San Jose or San Francisco
$70k-$100k/yr OnsiteFull Time
Avidbank
AvidbankNASDAQ: AVBH: A commercial bank providing tailored financial and lending solutions.
2+ YOE2+ years financial industry experience, financial modeling skills, underwriting and credit analysis, strong written/verbal communication, confidentiality, proactive and results driven.
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2w
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PX Governance & Portfolio Analyst
South San Francisco, California, United States
$131k-$243k/yr HybridFull Time
Roche
RocheSIX Swiss Exchange: ROG: Provides innovative pharmaceutical and diagnostic healthcare solutions.
4+ YOEBachelor's degree required; 4–7 years in strategy, portfolio management, finance, or related work; healthcare, pharmaceutical, or biotechnology experience; financial analysis, resource planning, and senior leadership communication skills.
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6d
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Portfolio Analyst (San Francisco)
San Francisco, California, United States
$95k-$110k/yr HybridFull Time
Insight Investment
Insight InvestmentNYSE: BK: Global asset manager specializing in fixed-income and liability-driven investment.
Bachelor’s degree in business, finance, economics, or a related technical field; investment or fixed-income experience; bond-market knowledge; strong analytical, quantitative, communication, and financial-modeling skills.
Microsoft Excel
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23h
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Trading Portfolio Analyst
Portland or San Francisco or Portland or New York City
$91k-$104k/yr OnsiteFull Time
3Degrees
3Degrees: Provides renewable energy and carbon solutions for global organizations.
2+ YOERequires 2+ years of quantitative data analysis, financial or accounting literacy, advanced Excel, Python, Power BI/DAX or Tableau, and strong communication skills. Bachelor's degree preferred.
Microsoft Excel, Python, Power BI, DAX, Tableau, Copilot Studio, Glean, RPA, Databricks, Microsoft Fabric, LLMs
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3w
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Senior Portfolio Management Analyst
San Francisco, California, United States
$115k-$125k/yr OnsiteFull Time
Hudson Pacific Properties
Hudson Pacific PropertiesNYSE: HPP: A real estate that owns, transforms, builds, and operates marquee office and studio properties focused on innovation hubs.
3+ YOEBachelor's degree, 3+ years financial/CRE experience, advanced Excel and PowerPoint, Yardi/Argus knowledge preferred, strong analytical, communication, and presentation skills.
Microsoft Excel, Microsoft PowerPoint, Yardi, Argus
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2w
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Assistant Vice President,Portfolio Manager
San Francisco or Pleasanton
$115k-$140k/yr OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
4+ YOE4+ years portfolio management or related experience; Bachelor's degree or equivalent; intermediate knowledge of commercial credit, loan structuring, banking operations, and regulatory compliance; credit analyst training; strong communication skills.
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1mo
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Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing
San Francisco or United States
RemoteContract
Mercata
Mercata: AI-native research operating system for fundamental investors.
2+ YOECurrent or recent buy-side equity analyst or portfolio manager experience, ≥2 years covering equities, experience writing notes/models/IC memos, familiarity with event triage, curious about AI workflows, willing to give product feedback.
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1w
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Portfolio Analytics & Strategy Analyst Senior - Community Development Banking
Houston or Denver or San Francisco or Scranton
$86k-$173k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor’s degree and 3+ years of relevant industry experience; requires analytical, financial, credit, regulatory, predictive modeling, and risk management expertise.
Predictive models, Quantitative models
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19h
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Energy Analyst, Data Center Portfolio
Austin or Menlo Park or Seattle or Washington or Boston or New York City or San Francisco or Chicago
$132k-$188k/yr OnsiteFull Time
Meta
MetaNASDAQ: META: Develops social networking platforms and virtual reality technologies.
6+ YOERequires 6+ years in energy industry rate analysis, load forecasting, or market analytics; utility tariff and financial modeling experience; cross-functional collaboration and multi-workstream management.
Python, SQL
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2w
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Analyst, Investments
San Francisco, California, United States
$100k-$120k/yr HybridFull Time
Tricon Residential
Tricon Residential: Develops and manages single-family and multi-family rental properties.
0+ YOEBachelor's degree, 0-3 years relevant experience, strong financial modeling, underwriting, portfolio analytics, and communication skills; advanced Excel and PowerPoint proficiency.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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3w
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Investment Analyst
San Rafael, California, United States
$108k-$134k/yr OnsiteFull Time
VillaSport
VillaSport: Operates resort-style athletic clubs and spas for families.
3+ YOEBachelor's in finance/economics/business, typically 3+ years investment or family office experience; strong Excel/PowerPoint/communication skills; familiarity with portfolio and manager research; comfortable with AI tools.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Adobe, Claude, Microsoft Copilot, Bloomberg, MPI Stylus Pro, Morningstar, Black Diamond, eVestment
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1mo
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Investment Analyst, OCIO Operations
Boston or Chicago or Charlotte or Atlanta or San Francisco or Las Vegas or United States
$62k-$81k/yr HybridFull Time
NEPC
NEPC: Provides investment consulting and outsourced chief investment officer services.
3+ YOE3+ years investment operations experience, college degree or equivalent, advanced Excel/Word/PowerPoint, detail-oriented with strong communication and organizational skills; portfolio accounting/order management experience preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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3w
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Analyst, Loan Salability & First-Line Model Governance
United States or Burlingame
$116k-$160k/yr RemoteFull Time
Upstart
UpstartNasdaq: UPST: AI-powered lending marketplace for consumer and automotive loans.
3+ YOE3+ years in financial services or related analytical roles; experience with loan-level review, portfolio performance analysis, and documenting findings; proficiency with Excel, Google Sheets, and SQL.
Microsoft Excel, Google Sheets, SQL
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4w
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Investment Operations Analyst - Trade Support
Reno or San Ramon
$93k-$116k/yr HybridFull Time
Ridgeline
Ridgeline: Cloud-native platform for investment management operations.
3+ YOEBachelor's degree,3–5 years investment operations or middle/back-office experience,knowledge of portfolio accounting,reconciliation,performance reporting,attention to detail,analytical and communication skills.
ChatGPT, Google Apps, Microsoft Office, Slack, JIRA, Confluence, Kantata, APIs, AWS
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2w
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Intelligence Analyst, Global Trend Detection - Trust and Safety
San Francisco, California, United States
$97k-$180k/yr OnsiteFull Time
TikTok
TikTok: Global short-form video hosting and social media platform.
Proven experience managing complex risk portfolios, strong quantitative analysis, AI/tooling and data analytics experience, stakeholder management, and deep understanding of global online harms.
Python, SQL, perception center, scout
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1mo
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Analyst - Real Estate Asset Management
San Francisco or Chicago or New York City
$85k-$100k/yr HybridFull Time
StepStone Group
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
1+ YOE1-3 years real estate investment or asset/portfolio management experience; strong financial modeling and analytical skills; proficiency in Microsoft Excel, PowerPoint, Word; Power BI and/or Argus a plus; undergraduate degree; strong communication.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Power BI, Argus
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2mo
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Direct Indexing Investment Analyst, Specialist
Oakland or California
$60k-$96k/yr OnsiteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
Undergraduate degree or equivalent, CFA progress preferred, 3 years related financial services experience preferred, strong portfolio analysis, reporting, and client collaboration skills.
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2mo
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Financial Planning & Analysis Analyst IV, Medical Financial Operations
San Jose or Oakland
OnsiteFull Time
Kaiser Permanente
Kaiser Permanente: Provides integrated medical care and health insurance plans.
2+ YOEMinimum two years finance experience managing a portfolio; Bachelor's degree in finance or related field and minimum six years FP&A experience or equivalent.
SAS, SQL, Excel
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