12 portfolio analyst jobs at 7 companies in Oceanside, CA
1mo
Save
Mark Applied
Hide
Portfolio Analyst I
San Diego, California, United States
$22-$26/hr OnsiteFull Time
1+ YOEBachelor's in finance/accounting,1+ year underwriting/portfolio management experience,financial statement analysis,covenant tracking,strong writing and organizational skills.
1mo
Save
Mark Applied
Hide
Portfolio Analyst I
San Diego, California, United States
$22-$28/hr OnsiteFull Time
1+ YOEBachelor's degree in finance/accounting/economics/business, 1+ year commercial lending or credit experience, financial statement analysis, Excel and Office proficiency, strong analytical and communication skills.
Microsoft Excel, Microsoft Office
1w
Save
Mark Applied
Hide
Vice President, Portfolio Management
Beverly Hills or San Diego
OnsiteFull Time
6+ YOE6+ years portfolio management experience, Bachelor's degree or equivalent, commercial credit and loan structuring knowledge, credit analyst training, regulatory compliance familiarity, strong communication skills.
2w
Save
Mark Applied
Hide
Vice President, Portfolio Manager
La Mesa, California, United States
$122k-$151k/yr OnsiteFull Time
6+ YOE6+ years portfolio management experience, bachelor\u0002s or equivalent, credit analyst training, strong commercial credit and loan structuring knowledge, regulatory/compliance knowledge, and advanced communication skills.
1w
Save
Mark Applied
Hide
Vice President, Portfolio Management- ABL/Tech
Denver or Austin or San Diego or Boston or Costa Mesa or San Jose or Reston
$122k-$161k/yr OnsiteFull Time
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.
1mo
Save
Mark Applied
Hide
Assistant Vice President, Portfolio Manager- Lender Finance
Los Angeles or Phoenix or San Diego or New York
$107k-$143k/yr OnsiteFull Time
2+ YOE2+ years portfolio management or related experience, bachelor's degree or equivalent, credit analyst training, knowledge of commercial credit, regulatory compliance, and strong communication skills.
1w
Save
Mark Applied
Hide
2027 Portfolio Management & Investment Research Summer Analyst
La Jolla, California, United States
$30/hr HybridInternship
Pursuing a Bachelor's or Master's in finance/economics/analytics, graduating Dec 2027–Jun 2028. Strong Python/R/VBA and Excel skills, familiarity with SQL/MySQL/Power BI, attention to detail, prior finance/data internship preferred, must be 18+.
MySQL, Python, R, VBA, Power Query, Microsoft Excel, SQL, Power BI
1mo
Save
Mark Applied
Hide
Junior Analyst - Portfolio Management
La Jolla, California, United States
$30/hr HybridInternship
Pursuing a Bachelor's or Master's in finance/economics/analytics, strong programming (Python, R, VBA, SQL/MySQL), proficiency in Excel, analytical and communication skills; prior internship or finance/data experience preferred.
MySQL, Python, R, VBA, Microsoft Excel, SQL, Power BI
1mo
Save
Mark Applied
Hide
Engineering Business Analyst
San Diego or Dallas or Knoxville or Denver or United States
$85k-$110k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years as a business analyst supporting engineering/technical teams; experience with engineering/GIS software, application portfolio management, APIs/integrations, Agile familiarity, and strong analytical and communication skills.
Autodesk, Autodesk Flex, Bentley, ESRI, GIS, APIs, ERP, Microsoft Office, Agile, Scrum, Waterfall
4d
Save
Mark Applied
Hide
Credit Analyst I
Irvine, California, United States
$26-$41/hr OnsiteFull Time
Bachelor's degree in Finance, Business, or a related field; strong analytical, communication, and collaboration skills; interest in credit, lending, risk management, underwriting, and portfolio management.
trendcards
1mo
Save
Mark Applied
Hide
Loan Surveillance Analyst
Irvine, California, United States
HybridFull Time
3+ YOEMonitor and analyze loan portfolios, review financial statements, prepare watchlists, communicate with investors/agencies, and produce reports; requires Excel/Word/Access proficiency, McCracken familiarity, bachelor's or equivalent, and 3+ years' experience.
Microsoft Excel, Microsoft Word, Microsoft Access, McCracken
3w
Save
Mark Applied
Hide
Treasury Manager – Capital Markets
San Diego, California, United States
$122k-$184k/yr OnsiteFull Time
8+ YOELead capital markets, investments, derivatives, liquidity and portfolio strategy; analyze markets, prepare executive materials, manage execution workstreams, and coach analysts.
agents, Copilot, n8n, Databricks, Kyriba, FXall, Bloomberg, Clearwater