25 portfolio analyst jobs at 17 companies in Wayne, PA
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AVP - Portfolio Analyst
Ambler, Pennsylvania, United States
HybridFull Time
Experience administering commercial loan portfolios, strong analytical and communication skills, proficiency with Microsoft Office and mortgage software, knowledge of loan documents and compliance.
Microsoft Outlook, Microsoft Word, Microsoft Excel, McCracken Strategy
5d
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Portfolio Analyst
Berwyn, Pennsylvania, United States
$64k-$106k/yr OnsiteFull Time
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
5d
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Portfolio Analyst
Berwyn, Pennsylvania, United States
OnsiteFull Time
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.
3w
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Senior Specialist, IWM Portfolio Analyst
Philadelphia, Pennsylvania, United States
$71k-$110k/yr OnsiteFull Time
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.
2mo
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Portfolio Construction Analyst (Fixed Income & Portfolio Risk Analysis)
Philadelphia, Pennsylvania, United States
$120k-$160k/yr HybridFull Time
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.
Python, R, MATLAB, SQL
1mo
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Analyst, Tax Overlay & Portfolio Implementation
Oaks, Pennsylvania, United States
HybridFull Time
2+ YOEBachelor's degree preferred in business/finance, minimum 2 years financial services experience, strong Excel (functions & macros), understanding of investment products and portfolio operations, strong communication and attention to detail.
Microsoft Excel
2mo
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Wealth Management Solutions, Portfolio Management Analyst/Associate
New York or Newark
OnsiteFull Time
3+ YOEBachelor's in finance-related field; 3-7 years in financial services; CFA progress preferred but not required; strong portfolio management knowledge.
2w
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Portfolio Management Analyst, Structured Credit and Real Estate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
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
3d
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Product Analyst - JJT Strategy & Portfolio
Titusville, New Jersey, United States
$65k-$105k/yr OnsiteFull Time
2+ YOEBachelor’s degree and 2–3 years of relevant experience in portfolio management, technology strategy, ERP delivery, supply chain systems, resource planning, or data analytics. Requires data modeling, reporting, visualization, and Agile knowledge.
JIRA, Power BI, Microsoft Excel, Solver, Signavio, LeanIX, SAP, Agile
3d
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Portfolio Analytics & Strategy Analyst - Marketing & Customer Analytics
Pittsburgh or Philadelphia or Cleveland or Wilmington or Tysons Corner
$75k-$125k/yr OnsiteFull Time
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.
Python, SQL, Spark, GitHub Copilot, Tableau, Power BI, Atlassian Jira, Confluence, Snowflake, BigQuery, Amazon Redshift, Apache Airflow, AWS, Azure, Kafka, Kinesis, Adobe Experience Platform, Salesforce Marketing Cloud, Google Ads, ETL, ELT, machine learning
2mo
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Senior Financial Analyst - Portfolio Management & Strategy
Mount Laurel, New Jersey, United States
$73k-$104k/yr HybridFull Time
3+ YOEBachelor's in Accounting/Finance required; 3+ years finance/accounting or data analytics experience; proficiency with Business Object, Microsoft Excel/PowerPoint/Word/Outlook, Power BI/Tableau; strong analytical, communication, and financial statement skills.
Business Object, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Power BI, Tableau
2w
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Client Analyst II
North America or Sioux Falls or Scottsdale or Louisville or Troy or Franklin or Easton or United States
$60k-$101k/yr HybridFull Time
3+ YOEBachelor's or equivalent,3+ years relevant experience,account portfolio management,analytical and communication skills,detail oriented and self-starter.
1mo
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Wealth Analyst
Wayne, Pennsylvania, United States
HybridFull Time
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
2mo
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Senior Research Analyst
New York or Chicago or Radnor
$170k-$220k/yr HybridFull Time
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
1mo
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FT Credit Analyst I - Lititz
Lititz, Pennsylvania, United States
OnsiteFull Time
Perform commercial loan underwriting and administrative support; analyze financial statements, tax returns, and borrower projections; prepare loan presentations, annual file reviews, and monitor portfolio concentrations.
Loan Operation System (LOS)
1mo
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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/yr HybridFull Time
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).
Python, SQL, SQL Server Management Studio
1mo
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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/yr HybridFull Time
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.
Python, SQL, SQL Server Management Studio
1w
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Human Resources Operating Model & Governance Lead Analyst
Philadelphia, Pennsylvania, United States
OnsiteFull Time
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
1w
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IT Product Strategic Program Manager
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/yr OnsiteFull Time
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.
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