5 portfolio analyst jobs at 5 companies in Palm Beach, FL
2mo
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Portfolio Compliance Analyst
Fort Lauderdale, Florida, United States
$71k-$84k/yr HybridFull Time
2+ YOE2+ years in investment compliance or restriction monitoring, 2+ years alternative investment experience preferred, Bachelor's in Finance/Accounting/Business required, CFA/FRM preferred, SEC knowledge, experience with Charles River or Aladdin, MS Office proficiency.
Charles River, Aladdin, Microsoft Office
1mo
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Card Portfolio Product Analyst
Cooper City, Florida, United States
$80k-$90k/yr OnsiteFull Time
3+ YOEBachelor's degree (or equivalent experience); 3+ years in card portfolio, payments, or financial services; strong analytical and reporting skills; experience with Jack Henry Symitar and Velera preferred; ability to present insights to leadership.
Jack Henry Symitar, Velera
1w
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Portfolio Optimization Business Analyst
Essex or Tamarac or Alphen aan den Rijn or Centerbrook
HybridFull Time
3+ YOEBachelor's degree or equivalent; 3–4 years of business analytics or data science experience; Excel and Power BI proficiency, market research, advanced math, and data interpretation skills.
Microsoft Excel, Power BI
3d
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Sr. Analyst, Portfolio & Asset Management
Fort Lauderdale, Florida, United States
HybridFull Time
2+ YOERequires 2–4 years in hotel asset management, hospitality investment, or hotel operations finance; advanced Excel, hospitality KPI expertise, analytical ability, business judgment, and periodic travel.
Microsoft Excel, Power BI, Tableau
2mo
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AR Analyst - Collections & Cash Application
Boca Raton, Florida, United States
OnsiteFull Time
0+ YOE0–5 years AR/collections or cash application experience; Associate’s or Bachelor’s in Accounting/Finance/Business or equivalent experience; advanced Microsoft Excel and ERP (Microsoft Dynamics GP or SAP) experience; strong communication and portfolio management skills.
Microsoft Excel, Office 365, Microsoft Outlook, Microsoft Word, Microsoft Teams, Microsoft Dynamics GP (Great Plains), SAP, EDI, Walmart Retail Link, Amazon Vendor Central, Target Partners Online