11 portfolio analyst jobs at 10 companies in Winter Haven, FL
4w
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Portfolio Management Analyst
Tampa, Florida, United States
OnsiteFull Time
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
2mo
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Junior Portfolio Operations Analyst
Tampa, Florida, United States
OnsiteFull Time
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
1w
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Senior Specialist, IWM Portfolio Analyst
Tampa, Florida, United States
$71k-$105k/yr OnsiteFull Time
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.
2mo
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Junior Portfolio Operations Analyst
Tampa, Florida, United States
OnsiteFull Time
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
2mo
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Sr. Portfolio Management Analyst
Orlando, Florida, United States
$89k-$122k/yr HybridFull Time
5+ YOEMinimum of 5 years of related work experience; expert Excel skills; familiarity with PPM software; strong communication and project management skills; knowledge of software development lifecycle.
Excel, PPM software
2mo
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Sr. Portfolio Management Analyst
Orlando, Florida, United States
$89k-$122k/yr HybridFull Time
5+ YOEMinimum 5 years experience; expert Excel; experience with PPM software; strong communication and collaboration skills.
Excel, PPM software
1mo
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Credit Analyst - Non-Exempt
Orlando, Florida, United States
OnsiteFull Time
Experience in credit and collections, proficiency with Microsoft Excel and Office, strong math, communication, negotiation, detail orientation, and ability to manage large A/R portfolios.
Microsoft Excel, Microsoft Office
1w
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Client Service Analyst
Tampa or Chicago or Chicago
$58k-$80k/yr OnsiteFull Time
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
2mo
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Utilities Accounts Payable Analyst
Orlando, Florida, United States
OnsiteFull Time
2+ YOEAssociate's degree or equivalent experience; 2+ years processing utility invoices and managing utility accounts; ENERGY STAR Portfolio Manager experience; strong Microsoft Excel skills and attention to detail.
ENERGY STAR Portfolio Manager, Microsoft Excel, Yardi Software
1mo
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Experienced Landscape Architecture Analyst
Orlando, Florida, United States
OnsiteFull Time
2+ YOEBachelor's or Master's in Landscape Architecture,2+ years experience,proficiency in AutoCAD,Microsoft Word and Excel,Adobe Photoshop,SketchUp,InDesign,Illustrator,GIS/Arcview,PowerPoint,portfolio required,strong communication skills.
AutoCAD, Microsoft Word, Microsoft Excel, Adobe Photoshop, SketchUp, InDesign, Illustrator, GIS/Arcview, PowerPoint
2w
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Sr Analyst - Fund Management (Real Estate)
Tampa, Florida, United States
OnsiteFull Time
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