12 portfolio analyst jobs at 10 companies in Surfside, FL
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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
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Portfolio Management Analyst
Miami, Florida, United States
$80k-$95k/yr OnsiteFull Time
0+ YOEBachelor's degree in finance/real estate/business/economics,0–2 years relevant experience,proficiency with Microsoft Excel/Word/PowerPoint,experience with transaction coordination and due diligence preferred,strong organizational and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, DocuSign, Adobe Acrobat, Yardi
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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
2d
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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
23h
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Senior Analyst, Cash Flow Underwriting & Intelligence
Miami, Florida, United States
OnsiteFull Time
5+ YOERequires 5–8 years in data or credit analytics, quantitative bachelor's or master's degree, SQL, Python, pandas, Plaid, portfolio monitoring, statistical judgment, and executive communication; dbt and AWS preferred.
SQL, Python, pandas, Plaid, LLMs, MCPs, dbt, AWS
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IT GOVERNANCE ANALYST III - INTERNATIONAL ENGINEERING
Miami, Florida, United States
OnsiteFull Time
5+ YOEBachelor's in administration, engineering, technology or related; 5+ years coordinating or managing projects; portfolio governance and risk management experience; ability to build dashboards, align stakeholders, and apply automation/AI to portfolio management.
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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
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Product and Innovation Analyst
Doral, Florida, United States
$55k-$73k/yr OnsiteFull Time
2+ YOEBachelor's degree in a related field, 2+ years in product development/innovation/portfolio or category management, NPD and packaging experience, advanced Microsoft Excel and ERP (SAP or Oracle), bilingual Spanish and English.
Microsoft Excel, SAP, Oracle
3d
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Asset & Wealth Management, Private Wealth Management, Marketing Designer, Analyst - Miami, FL
Miami, Florida, United States
OnsiteFull Time
1+ YOEBachelor's degree in graphic design, visual communication, or related field; 1–3 years of design experience; portfolio; Adobe Creative Cloud, PowerPoint, Word, and Figma proficiency.
Adobe Creative Cloud, Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Microsoft PowerPoint, Microsoft Word, Figma
4w
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Asset & Wealth Management, Private Wealth Management, Marketing Designer, Analyst - Miami, FL
Miami, Florida, United States
OnsiteFull Time
1+ YOEBachelor's degree,1+ years design experience,portfolio required; proficiency with Adobe InDesign, Photoshop, Illustrator, PowerPoint, Word, and Figma; strong typography, layout, and attention to detail.
Adobe Creative Cloud, InDesign, Photoshop, Illustrator, Microsoft PowerPoint, Microsoft Word, Figma
23h
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Asset & Wealth Management, Private Wealth Management, Marketing Designer, Analyst - Miami, FL
Miami, Florida, United States
OnsiteFull Time
1+ YOEBachelor's degree in graphic design, visual communication, or related field; 1–3 years of design experience; strong portfolio; Adobe Creative Cloud, PowerPoint, Word, and Figma proficiency.
Adobe Creative Cloud, Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Microsoft PowerPoint, Microsoft Word, Figma
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Wealth Management, Global Investment Strategist, Latin America and Global Families Group
New York or Miami
$170k-$350k/yr OnsiteFull Time
8+ YOE8+ years in financial markets (macro/multi-asset strategist, economist, or senior research analyst); strong macro and portfolio construction skills; excellent communication in English and Spanish/Portuguese; proficiency with Bloomberg, FactSet, Haver, and Microsoft Office.
Bloomberg, FactSet, Haver, Microsoft Office, AI