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7 portfolio analyst jobs at 7 companies in Trinity, FL

3w
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Portfolio Management Analyst
Tampa, Florida, United States
OnsiteFull Time
Star Mountain Capital
Star Mountain Capital: Specialized private credit and equity investment firm for lower middle-market businesses.
1+ YOEBachelor's in finance/accounting/economics,1–3 years relevant finance experience,strong financial modeling and Excel skills,experience with portfolio monitoring and reporting,excellent communication and analytical ability.
Microsoft Excel, S&P Global iLEVEL, Wall Street Office, Power BI, Tableau
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1mo
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Junior Portfolio Operations Analyst
Tampa, Florida, United States
OnsiteFull Time
MarketVector Indexes
MarketVector Indexes: Develops and administers investment indexes for global financial products.
Perform portfolio books and records, daily and monthly reconciliations, research discrepancies, use portfolio systems and Bloomberg, and communicate with internal and external parties.
Bloomberg, Microsoft Excel
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1w
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Senior Specialist, IWM Portfolio Analyst
Tampa, Florida, United States
$71k-$105k/yr OnsiteFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
3+ YOEBachelor's degree required, MBA/CFA preferred, 3+ years financial/investment experience, strong analytical skills, able to support portfolio managers and internal teams with timely data and reporting.
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1mo
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Junior Portfolio Operations Analyst
Tampa, Florida, United States
OnsiteFull Time
VanEck
VanEck: Global investment management specializing in ETFs and mutual funds
0+ YOEBachelor's degree required; recent graduate (2025-2026). Strong Excel and data analysis skills, familiarity with financial markets and asset classes, exposure to financial systems, and internship experience preferred.
Bloomberg, Microsoft Excel
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4d
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Client Service Analyst
Tampa or Chicago or Chicago
$58k-$80k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOEAt least 1 year in client service, operations, portfolio support, or similar client-facing work, with strong communication, organization, judgment, and relationship-management skills.
AI
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Sr Analyst - Fund Management (Real Estate)
Tampa, Florida, United States
OnsiteFull Time
Allegiant-Carter Management
Allegiant-Carter Management: Manages and operates multifamily residential communities.
5+ YOE5+ years in real estate finance or fund/portfolio management, advanced Microsoft Excel modeling, Yardi experience, bachelor's in finance/accounting, strong attention to detail and presentation skills.
Microsoft Excel, Yardi
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1w
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Financial Planning Software Support Analyst I
Saint Petersburg, Florida, United States
HybridFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOE3+ years experience supporting financial planning or portfolio software, strong customer service, troubleshooting, technical documentation, and ability to obtain WMS within 9 months.
Microsoft Office, Goal Planning & Monitoring
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