98 portfolio analyst jobs at 59 companies in Summit, NJ
2d
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Portfolio Strategy Analyst
New York City, New York, United States
$89k-$106k/yr OnsiteFull Time
0+ YOECandidates must have completed the Nuveen Portfolio Solutions Group 2026 Summer Internship and received a full-time offer. A university degree is preferred; analytical, investment, communication, programming, and portfolio modeling skills are relevant.
Programming, AI
2d
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Portfolio Analyst
New York City, New York, United States
$90k-$120k/yr HybridFull Time
1+ YOERequires 1–3 years supporting investment teams, financial markets knowledge, advanced PowerPoint and Excel, analytical and communication skills, and project management ability. Emerging markets, FactSet, CFA, Python, VBA, and SQL are pluses.
Microsoft PowerPoint, Microsoft Excel, FactSet, Python, VBA, SQL
5d
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Portfolio Strategy Analyst
New York City, New York, United States
$89k-$106k/yr HybridFull Time
University degree preferred; no experience required. Requires analytical, communication, investment research, asset allocation, portfolio modeling, forecasting, risk management, and programming skills.
Programming
2d
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Senior Specialist, IWM Portfolio Analyst
New York, New York, United States
$71k-$125k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent education and experience; MBA or CFA preferred. Requires 3–5 years of financial or investment experience, portfolio analysis, reporting, and collaboration with portfolio managers.
Artificial Intelligence (AI)
2mo
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Portfolio Finance Analyst
New York City, New York, United States
$150k-$180k/yr HybridFull Time
3+ YOEBachelor's degree required; 3-7 years experience in securities lending, prime brokerage, repo, equity swap or portfolio financing; understanding of financing structures; familiarity with Python or SQL preferred; strong analytical and communication skills.
Python, SQL
1w
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Portfolio Compliance Analyst (HYBRID)
New York City, New York, United States
$130k-$160k/yr HybridFull Time
5+ YOEBachelor's degree and 5+ years portfolio compliance experience; knowledge of the Investment Company Act and Advisers Act, fund launches, compliance monitoring, testing, disclosures, and regulatory filings.
1mo
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Senior Portfolio Implementation Analyst
McLean or New York City
OnsiteFull Time
5+ YOEResponsible for executing daily trading, managing rebalancing and tax-aware trades, monitoring accounts, and building scalable trading infrastructure; 5+ years trading or portfolio operations experience preferred.
1w
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Portfolio Compliance Analyst (HYBRID)
New York City, New York, United States
$130k-$160k/yr HybridFull Time
5+ YOEBachelor's degree, 5 years of portfolio compliance experience, knowledge of 1940 and Advisers Acts, post-trade compliance monitoring, fund launches, testing, disclosures, filings, and fund governance.
Investment Company Act of 1940, Investment Advisers Act of 1940
1mo
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Portfolio Analyst, Private Credit
New York, New York, United States
$80k-$120k/yr OnsiteFull Time
2+ YOE2–8 years in private markets or related analytical roles; strong quantitative, data management, and project management skills; attention to detail and interest in private credit.
2mo
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Portfolio Manager and Analyst
Bridgewater, New Jersey, United States
$300k-$400k/yr HybridMultiple Commitments Available
10+ YOE10+ years equity investing (international large-cap), durable-growth framework, fundamental analysis, track record of managing portfolios, strong communication, CFA or advanced degree preferred.
Financial Modeling, Valuation, Fundamental Analysis, Portfolio Management
2mo
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Portfolio Implementation Analyst – Macro Strategies
Greenwich, Connecticut, United States
$140k-$160k/yr OnsiteFull Time
0+ YOEBachelor's degree, 0-2 years industry experience, strong quantitative and communication skills, proficiency in Python/MATLAB/R and SQL, experience with portfolio construction, optimization, and analytics.
Python, MATLAB, R, SQL
3d
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Quantitative Portfolio Analyst – 2026 Grad
New York City, New York, United States
$150k-$200k/yr OnsiteFull Time
Internship or project experience in quantitative research or portfolio management; degree in finance or STEM; Python proficiency; statistical models and quantitative finance methods; strong communication and analytical skills.
Python
2w
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Credit Portfolio Risk Analyst
New York, New York, United States
$100k-$120k/yr HybridFull Time
4+ YOE4+ years credit/portfolio analytics or related experience, Bachelor’s in a quantitative field, strong SQL and advanced Excel, financial modeling (IRR/MOIC/NPV), and credit fundamentals knowledge.
SQL, Microsoft Excel
1w
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Portfolio Management Analyst
New York City, New York, United States
$100k-$110k/yr OnsiteFull Time
Finance or accounting background with strong financial statement analysis, valuation and reporting skills; fluent Excel; experience in private credit/direct lending is a plus.
Microsoft Excel, Power BI, iLevel, SQL, Python
1w
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Client Portfolio Analyst
New York, New York, United States
$105k-$112k/yr HybridFull Time
5+ YOEUndergraduate degree, 5+ years financial services experience, strong writing and communication, investment and market knowledge, proficiency with Bloomberg, Microsoft Office and Morningstar.
Bloomberg, Microsoft Office, Morningstar
5d
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Analyst, Portfolio Management
New York City or Hartford
$75k-$88k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years of experience, Microsoft Excel proficiency, strong writing and communication skills, independence, interpersonal, organizational, and teamwork abilities.
Microsoft Excel
1w
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Analyst, Portfolio Valuation
New York, New York, United States
$63k-$80k/yr OnsiteFull Time
0+ YOE0–2 years constructing and reviewing valuation or financial models; bachelor's or master's in finance, accounting, or economics; advanced Excel and Word; strong communication, analytical, prioritization, and teamwork skills; U.S. work authorization.
Microsoft Excel, Microsoft Word
3w
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Portfolio Associate
New York, New York, United States
$80k-$95k/yr OnsiteFull Time
2+ YOEBachelor's degree in finance/accounting/economics, 2+ years in portfolio management or credit underwriting, strong financial analysis, lending structure knowledge, and ability to lead and train analysts.
2w
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Portfolio Management Analyst B
New York, New York, United States
$85k-$95k/yr OnsiteFull Time
1+ YOEBachelor's in Finance/Business/Real Estate required; 1-2 years financial analysis experience preferred; advanced financial modeling and Microsoft Excel proficiency; strong attention to detail and communication; GAAP preferred.
Microsoft Excel, Microsoft Suite
1mo
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Sr. Small Business Portfolio Analyst - Hybrid
Short Hills, New Jersey, United States
$124k-$160k/yr HybridFull Time
3+ YOE3+ years underwriting or P/L analysis experience; strong portfolio and financial analysis, OKR and performance monitoring, clear communication and cross-functional collaboration skills.
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