5 portfolio analyst jobs at 5 companies in Wauchula, FL
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Portfolio Management Analyst
Tampa, Florida, United States
OnsiteFull Time
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
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.
Roper TechnologiesNASDAQ: ROP: Designs and develops vertical software and technology-enabled products.
3+ YOE3+ years hands-on cybersecurity experience; bachelor's degree or equivalent; experience conducting security assessments, identifying risk, and supporting remediation across endpoint, identity, network, and cloud.
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.
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.