7 portfolio analyst jobs at 6 companies in Wind Gap, PA
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AVP - Portfolio Analyst
Ambler, Pennsylvania, United States
HybridFull Time
Berkadia: Commercial real estate financing, investment sales, and servicing.
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
$300k-$400k/yrHybridMultiple Commitments Available
Harding Loevner: Manages global equity portfolios for institutional and individual clients.
10+ YOE10+ years equity investing (international large-cap), durable-growth framework, fundamental analysis, track record of managing portfolios, strong communication, CFA or advanced degree preferred.
Financial Modeling, Valuation, Fundamental Analysis, Portfolio Management
Peoples Security Bank & TrustNASDAQ: PFIS: Financial services including personal banking, commercial lending, and investments.
3+ YOE3+ years related experience; high school diploma or equivalent; specialized banking training; strong communication, interpersonal, analytical, and organizational skills; proficient with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
SEINASDAQ: SEIC: Provides technology and investment solutions for financial services institutions.
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.
Portfolio Analytics & Strategy Analyst Senior - Community Development Banking
Houston or Denver or San Francisco or Scranton
$86k-$173k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor’s degree and 3+ years of relevant industry experience; requires analytical, financial, credit, regulatory, predictive modeling, and risk management expertise.
Berkadia: Commercial real estate financing, investment sales, and servicing.
Manage insurance portfolio, ensure compliance, process force-placed insurance and claims, strong MS Office skills, contracts knowledge, and excellent communication and customer service.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Teams, Microsoft Office
North America or Sioux Falls or Scottsdale or Louisville or Troy or Franklin or Easton or United States
$60k-$101k/yrHybridFull Time
PathwardNASDAQ: CASH: Provides banking infrastructure and commercial financing solutions.
3+ YOEBachelor's or equivalent,3+ years relevant experience,account portfolio management,analytical and communication skills,detail oriented and self-starter.