30 portfolio analyst jobs at 26 companies in Pacifica, CA
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Portfolio Management Analyst
Toronto or San Francisco
$100-$200/hr RemoteContract
2+ YOERequires 2+ years of portfolio management experience, knowledge of portfolio theory, asset allocation, risk management, performance measurement, and excellent written English. AI experience is not required.
LLM
2w
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Portfolio Analyst
San Francisco, California, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent, minimum 3 years research administration experience, knowledge of federal/non-federal sponsor guidelines, financial analysis and reporting, strong communication and writing skills.
3w
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Portfolio Analyst
San Jose or San Francisco
$70k-$100k/yr OnsiteFull Time
2+ YOE2+ years financial industry experience, financial modeling skills, underwriting and credit analysis, strong written/verbal communication, confidentiality, proactive and results driven.
2mo
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Portfolio Analyst
San Francisco, California, United States
$90k-$110k/yr HybridFull Time
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
2w
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Portfolio Analyst
San Francisco, California, United States
$72k-$155k/yr HybridFull Time
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
1w
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PX Governance & Portfolio Analyst
South San Francisco, California, United States
$131k-$243k/yr HybridFull Time
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.
2w
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Senior Portfolio Management Analyst
San Francisco, California, United States
$115k-$125k/yr OnsiteFull Time
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
1mo
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Portfolio Strategy Analyst, Data Center Energy
Austin or Reston or Menlo Park or Seattle or New York or San Francisco or Chicago
$132k-$188k/yr OnsiteFull Time
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.
SQL, Python
1w
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Assistant Vice President,Portfolio Manager
San Francisco or Pleasanton
$115k-$140k/yr OnsiteFull Time
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.
3w
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Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing
San Francisco or United States
RemoteContract
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.
5d
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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
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
1mo
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Real Estate Portfolio Strategy & Transactions Senior Analyst
San Francisco or New York City
$113k-$155k/yr HybridFull Time
3+ YOEBachelor's in Real Estate/Finance/Business, 3+ years in real estate/finance/occupancy planning/consulting; strong analytical, scenario modeling, executive presentation, and cross-functional collaboration skills.
Google Slides
3w
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Business Analyst
Oakland, California, United States
$45-$59/hr HybridFull Time
Analyze and validate portfolio and planning data, develop reports and dashboards, support capital and investment planning, maintain documentation, and collaborate with cross-functional teams.
Microsoft Excel, Power BI, Microsoft SharePoint, SAP, Foundry, GIS, Copperleaf, Microsoft Word, Microsoft PowerPoint
1w
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Analyst, Investments
San Francisco, California, United States
$100k-$120k/yr HybridFull Time
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
3w
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Business Analyst
Oakland, California, United States
HybridFull Time
Analyze datasets and develop reports/dashboards to support portfolio and investment planning; experience with SAP, Foundry, Copperleaf, GIS, Power BI, and Microsoft Office; strong analytical, documentation, and collaboration skills.
SAP, Foundry, Copperleaf, GIS, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft SharePoint, Power BI
2w
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Investment Analyst
San Rafael, California, United States
$108k-$134k/yr OnsiteFull Time
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
2w
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Analyst, Loan Salability & First-Line Model Governance
United States or Burlingame
$116k-$160k/yr RemoteFull Time
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
1mo
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Risk Data Analyst
San Jose or Draper or United States
$96k-$135k/yr RemoteFull Time
2+ YOE2+ years in risk, portfolio analytics, or program management; vendor management and ROI tracking; SQL/Python/R; Tableau or AWS QuickSight; experience with AI/automation tools; project ownership and cross-functional communication.
Tableau, AWS QuickSight, Claude, Gemini, GitHub Copilot, GitLab Duo, SQL, Python, R, LLM
1mo
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Treasury Analyst (Temporary - 6 months)
Livermore, California, United States
$71k-$94k/yr OnsiteFull Time
2+ YOEPerform bank account administration, credit and collections analysis, insurance and SOX support, online banking portal administration, Excel modeling, and assist with investment portfolio reporting; BA/BS and 2+ years in treasury/finance preferred.
Microsoft Excel
3w
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Investment Operations Analyst - Trade Support
Reno or San Ramon
$93k-$116k/yr HybridFull Time
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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