31 portfolio analyst jobs at 24 companies in Summit, IL
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Portfolio Analyst
Chicago, Illinois, United States
$115k-$195k/yr OnsiteFull Time
4+ YOE4+ years in multi-asset portfolio analysis; strong asset allocation, risk management; Python and SQL proficiency; experience with institutional/HNW portfolios.
Python, SQL, Aladdin, Databricks, Snowflake, Bloomberg, ArcherIMS
3w
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Senior Portfolio Analyst
Northbrook, Illinois, United States
$110k-$120k/yr OnsiteFull Time
6+ YOE6+ years finance and analytics experience with private credit exposure, strong data management, financial modeling, Allvue/Oxane/Power BI experience, Microsoft Lakehouse/SQL/Power Query skills, Bachelor's required, CFA preferred.
Microsoft Lakehouse, SQL Server, Microsoft Power Query, Allvue, Oxane, Microsoft Power BI, Microsoft Excel
1w
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Securitized Products Group - Portfolio Analyst
Chicago, Illinois, United States
$81k-$120k/yr OnsiteFull Time
Bachelor’s degree in finance, business, economics, or real estate finance; strong financial statement analysis, analytical, critical thinking, communication, organization, and independent work skills.
1mo
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Private Investment Operations Portfolio Analyst, Bank Loans
Chicago, Illinois, United States
$75k-$90k/yr OnsiteFull Time
2+ YOEBachelor's degree required, 2+ years relevant experience, experience in trade settlement and cash reconciliation, advanced Microsoft Excel, strong attention to detail and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ClearPar, Wall Street Office (WSO), Moody's, S&P, Aladdin, Python, Power BI, JIRA
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
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Business Analyst - PMS Portfolio
New York City or Chicago
$89k-$115k/yr OnsiteFull Time
5+ YOE5+ years in product or technical roles in finance/tech; advanced Microsoft Excel, basic scripting/code fluency, Jira and Agile experience; strong portfolio construction and fixed income knowledge.
Microsoft Excel, Jira
3w
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Sr. Analyst, Innovation Quality – Portfolio Brands
Glenview, Illinois, United States
$90k-$112k/yr FieldFull Time
3+ YOE3-5 years quality experience in food/CPG with plant quality, regulatory familiarity (USDA/FDA/CFIA), sanitation and food safety knowledge, PCQI/Better Process Control School preferred, statistics and project management skills, ability to travel 40-55%.
1mo
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Commercial Portfolio Manager - Huntington Technology Finance - Portfolio Monitoring
Charlotte or Chicago or Waterloo or Atlanta or Houston or Akron or Birmingham or Zeeland or Milwaukee or Bloomfield Hills or Tupelo or Denver or Detroit or Minnetonka or Port Huron or Cincinnati or Columbus or Farmers Branch
$57k-$124k/yr OnsiteFull Time
5+ YOEBachelor's in Finance/Accounting, 5+ years commercial credit analysis and underwriting, experience with financial statement analysis, credit monitoring, preparing financial spreads, mentoring analysts; CLFP and equipment finance experience preferred.
2w
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Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate
Chicago or McLean
$119k-$150k/yr OnsiteFull Time
2+ YOEBachelor’s degree or military experience and 2+ years in credit underwriting, portfolio management, or commercial real estate. Requires financial analysis, modeling, and risk management skills.
Microsoft Excel, VBA, Google Scripts, SQL
2w
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Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate
Chicago or McLean
$119k-$150k/yr OnsiteFull Time
2+ YOEBachelor's degree or military experience,2+ years credit underwriting or portfolio/asset management or commercial real estate,proficiency with Excel/VBA/Google Scripts/SQL,strong communication and analytical skills.
Microsoft Excel, VBA, Google Scripts, SQL
3w
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Analyst, Real Estate (Portfolio Management)
Los Angeles or Chicago
$95k-$110k/yr HybridFull Time
1+ YOEBachelor's degree or equivalent,1-2 years CRE or investment experience,strong Excel and PowerPoint skills,Argus preferred,strong analytical and communication skills.
Argus, Microsoft Excel, Microsoft PowerPoint, Microsoft Office
2mo
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Senior Analyst, Thermal Settlements and Portfolio Analytics
Chicago, Illinois, United States
$62k-$82k/yr OnsiteFull Time
2+ YOE2-4 years energy settlement and analytics experience; ETRM systems (Allegro preferred); strong Excel, SQL, Power BI; energy markets knowledge.
Excel, SQL, Power BI, Copilot, Databricks, ETRM, Allegro
2mo
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Analyst, Private Credit - Portfolio & Account Management
Chicago or Atlanta
OnsiteFull Time
3+ YOEBachelor’s degree; 3+ years private credit or related experience; financial statement analysis; advanced Excel; strong communication; US work authorization; willing to work from Chicago or Atlanta.
Excel, Microsoft Word, PowerPoint, financial spreading software
2w
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Associate/Senior Associate, Quantitative Investment Analyst, Portfolio Solutions
Chicago, Illinois, United States
$150k-$180k/yr OnsiteFull Time
4+ YOE4+ years private markets investment experience, strong programming in SQL and Python, portfolio optimization and factor-model experience, degree in a quantitative field.
SQL, Python, Gurobi, Mosek, Bloomberg, Barra, Axioma, Tableau, R
3w
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Sr. Analyst, Innovation Quality – Portfolio Brands
Glenview, Illinois, United States
$90k-$112k/yr FieldFull Time
3+ YOE3-5 years quality/CPG experience preferred; plant quality, commercialization, sanitation, and food safety knowledge; familiarity with USDA/FDA/CFIA; strong communication and project collaboration skills.
DMAIC, DFSS, Lean, Metrology, MSA
2mo
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Senior Analyst, Thermal Settlements and Portfolio Analytics
Chicago, Illinois, United States
$62k-$82k/yr OnsiteFull Time
2+ YOEBA/BS in Economics or Mathematics; 2-4 years in energy project settlement; knowledge of energy markets; experience with ETRM; strong Excel modeling; SQL/Power BI/Databricks preferred.
ETRM (Allegro), Excel, SQL, Power BI, Databricks
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Credit Analyst – Underwriting & Portfolio Management – Sponsor, Growth & Middle-Market
Chicago, Illinois, United States
$89k-$110k/yr HybridFull Time
1+ YOEBachelor's degree required; 1+ year in commercial or related financial services experience; requires corporate finance, accounting, financial modeling, valuation, credit analysis, and strong quantitative and communication skills.
KYC, FINRA, National Futures Association (NFA)
1mo
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Analyst, Investor Solutions
Chicago, Illinois, United States
$90k-$110k/yr HybridFull Time
2+ YOEBachelor's degree required; 2+ years asset/portfolio/financial analysis experience; strong financial statement and Excel modeling skills; experience with PowerBI, Salesforce, and investor reporting; excellent communication and analytical skills.
PowerBI, Salesforce, Microsoft Co-Pilot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3mo
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Sr Credit Analyst
Schaumburg or Alpharetta
$87k-$122k/yr HybridFull Time
5+ YOE5+ years commercial credit analysis; Bachelor's in business or finance; Python or R; SQL; Tableau/Power BI; strong communication; ability to manage credit portfolios and collaborate with stakeholders.
Python, R, SQL, Tableau, Power BI
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
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