34 portfolio analyst jobs at 13 companies in Townsend, DE
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Portfolio Analyst
Baltimore or Maryland or Colorado or Washington or New York or California or District of Columbia or United States
$90k-$130k/yrHybridFull Time
T. Rowe PriceNASDAQ: TROW: Global investment management firm providing funds and retirement services.
2+ YOEBachelor's degree or equivalent, 2+ years relevant experience, analytical and communication skills, interest in fixed income and AI-enabled analytics; progress toward CFA or a master's preferred.
Baltimore or Washington or Maryland or Colorado or Washington or New York or California
$90k-$130k/yrHybridFull Time
T. Rowe PriceNASDAQ: TROW: Provides global investment management and retirement planning services.
2+ YOEBachelor's degree or equivalent, 2+ years relevant experience, strong analytical and communication skills; CFA or Master's preferred; fixed income experience and comfort with AI-enabled analytics preferred.
Bachelor's degree preferred; Series 65 required or attainable within three months. Requires investment knowledge, strong analytical skills, advanced Microsoft Excel, and Microsoft Word and Outlook proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Orion Eclipse
Bachelor's degree preferred; Series 65 required or obtainable within three months. Requires investment knowledge, strong analytical skills, advanced Excel, Word and Outlook proficiency, and collaborative communication.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
3+ YOEBachelor's degree required; MBA and/or CFA preferred. Minimum 3 years finance/investment experience. Strong analytical skills and ability to support portfolio managers with reporting and analytics.
Portfolio Construction Analyst (Fixed Income & Portfolio Risk Analysis)
Philadelphia, Pennsylvania, United States
$120k-$160k/yrHybridFull Time
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
3+ YOE3+ years fixed income/portfolio construction or quantitative risk experience; bachelor's in a quantitative field; strong programming (Python, R, MATLAB, SQL); experience with portfolio analytics, derivatives, volatility research, and communication skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's in finance-related field; 3-7 years in financial services; CFA progress preferred but not required; strong portfolio management knowledge.
People, Technology & Processes: Provides IT services and mission support for government agencies.
10+ YOEMaster's degree, 10+ years of financial management experience, active Secret clearance, and principal-level strategic and financial planning experience in defense research or acquisition.
Portfolio Management Analyst, Structured Credit and Real Estate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
TransamericaNYSE: AEG: Provides insurance, retirement solutions, and investment products to customers.
1+ YOEBachelor's in a quantitative discipline,1-2 years relevant fixed income/investment experience,proficiency in Microsoft Excel and Bloomberg,strong analytical and communication skills; CFA or FRM preferred.
Microsoft Excel, Bloomberg, BlackRock Aladdin, Clearwater Analytics, Aladdin, Intex, Trepp
Pittsburgh or Philadelphia or Cleveland or Wilmington or Tysons Corner
$75k-$125k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree and 2+ years of relevant experience. Requires Python, SQL, Spark, data analytics, data modeling, cloud warehouses, ETL/ELT, and strong analytical and communication skills.
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
0+ YOEBasic financial planning and investment knowledge, Bachelor's degree required, working toward CFP, 0–3 years experience, proficiency with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, custodian interaction, strong communication and attention to detail.
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
Neuberger Berman: Provides global investment management and wealth advisory services.
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
Senior Credit Model Development Analyst – Consumer Portfolio (Hybrid - see description for potential locations)
Buffalo or Washington or Baltimore or Iselin or Wilmington or New York City or Bridgeport
$86k-$143k/yrHybridFull Time
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
2+ YOERequires quantitative behavioral model development experience, 2+ years of Python and SQL experience, logistic regression expertise, strong data analysis and communication skills, and bachelor’s degree (or equivalent experience).
2+ YOEBachelor's or equivalent experience and minimum 2 years quantitative behavioral model development experience, Python and SQL proficiency, logistic regression and econometric techniques, strong communication and data visualization skills.
Human Resources Operating Model & Governance Lead Analyst
Philadelphia, Pennsylvania, United States
OnsiteFull Time
ComcastNASDAQ: CMCSA: Provides global telecommunications, media content, and entertainment services.
7+ YOEBachelor's degree and 7–10 years of relevant experience, including 6+ years in analytics, governance, reporting, portfolio operations, business operations, or PMO support. Requires Tableau, Power Apps, Excel, and PowerPoint experience.
Tableau, Power Apps, Microsoft Excel, Microsoft PowerPoint
San Francisco or Lakewood or Washington or Atlanta or Chicago or Boston or Kansas City or New York or Philadelphia or Fort Worth or Tacoma
$150k-$197k/yrOnsiteFull Time
General Services Administration: Centralized procurement and property management for federal government agencies.
1+ YOEOne year of specialized experience at GS-15 or higher managing complex programs or portfolios, analyzing markets and vendors, advising senior leaders, and developing strategic initiatives or business models.