54 portfolio management analyst jobs at 38 companies in Babylon, NY
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Portfolio Management Analyst
Charlotte or New York City
$96k-$129k/yrOnsiteFull Time
Palmetto: Private clean-energy technology and finance helping homeowners, businesses, and installers adopt solar, HVAC, storage, and electrification.
1+ YOEBachelor's degree in finance, economics, accounting, or related field; 1–3 years in structured finance, asset management, portfolio reporting, or analytics; advanced Excel and strong communication skills required.
Varagon Capital PartnersLondon Stock Exchange: EMG: Entrepreneurial asset management within an institutional framework.
Finance or accounting background with strong financial statement analysis, valuation and reporting skills; fluent Excel; experience in private credit/direct lending is a plus.
Jonathan Rose Companies: Private real estate development and investment firm that develops, preserves, and operates green affordable and mixed-income housing.
1+ YOEBachelor's in Finance/Business/Real Estate required; 1-2 years financial analysis experience preferred; advanced financial modeling and Microsoft Excel proficiency; strong attention to detail and communication; GAAP preferred.
J.P. Morgan Private BankNYSE: JPM: J.P. Morgan Private Bank is a private banking and wealth-management business serving high-net-worth clients.
3+ YOEBachelor's in finance-related field; 3-7 years in financial services; CFA progress preferred but not required; strong portfolio management knowledge.
GCM GrosvenorNasdaq: GCMG: Public alternative asset manager serving institutional and individual investors across private equity, infrastructure, real estate, credit, and absolute-return strategies.
1+ YOEBachelor's degree in finance, economics, accounting, or related field; 1–3 years in investment, operations, or accounting; private equity knowledge; strong communication, analytical, organizational, and Excel skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Power BI, Claude, ChatGPT
Lazard Asset Management LLC: Private U.S. investment manager providing active equity, fixed-income, alternative, and wealth-management solutions to institutions and families.
1+ YOERequires 1–3 years supporting investment teams, financial markets knowledge, advanced PowerPoint and Excel, analytical and communication skills, and project management ability. Emerging markets, FactSet, CFA, Python, VBA, and SQL are pluses.
Microsoft PowerPoint, Microsoft Excel, FactSet, Python, VBA, SQL
USA SCIB Portfolio Management Analyst - CIB Lending
New York City or London
$90k-$110k/yrOnsiteFull Time
eClerxNSE: ECLERX: Global provider of business process management and technology solutions.
0+ YOEBachelor's or equivalent experience; 0-3 years relevant experience in credit/finance; foundational financial statement and credit analysis knowledge; strong Excel, analytical, organizational and written communication skills.
Equitable Holdings, Inc.NYSE: EQH: Public U.S. financial services holding providing retirement, insurance, wealth management, and asset management solutions.
5+ YOEBachelor's degree in finance, economics, mathematics, or related field; 5 years in portfolio analytics, manager research, or investment reporting; Excel with VBA/macros; analytical, communication, and presentation skills.
Microsoft Excel, VBA, Bloomberg, Aladdin, Morningstar, FactSet, N-Port, N-CEN
Equitable Holdings, Inc.NYSE: EQH: Public U.S. financial services holding providing retirement, insurance, wealth management, and asset management solutions.
5+ YOEBachelor's degree in Finance, Economics, Mathematics, or related field; 5 years in portfolio analytics, manager research, or investment reporting; Excel and VBA/macros proficiency; CFA or CAIA preferred.
Microsoft Excel, VBA, Bloomberg, Aladdin, Morningstar, FactSet, N-Port, N-CEN
Equitable Investment Management Group, LLCNew York Stock Exchange: EQH: National wealth management and financial services firm.
5+ YOEBachelor's degree in finance, economics, mathematics, or related field; 5+ years in portfolio analytics, manager research, or investment reporting; Excel with VBA/macros; strong analytical, communication, and presentation skills.
Microsoft Excel, VBA, Bloomberg, Aladdin, Morningstar, FactSet
BNYNYSE: BNY: A global financial services platform at the heart of the world's capital markets.
3+ YOEBachelor's degree or equivalent,3-5 years financial/investment experience,MBA/CFA preferred,strong analytical and portfolio analysis skills,collaborative work with portfolio managers,no people leadership required.
Investment & Corporate Banking - Latin America Finance - Portfolio Management, Analyst
New York City, New York, United States
$80k-$95k/yrOnsiteFull Time
Mizuho Financial GroupTokyo Stock Exchange: 8411: Japanese publicly traded bank holding providing banking, securities, trust, asset-management, and research services.
Knowledge of corporate finance, securities, financial markets, and risk analysis; strong quantitative, analytical, communication, teamwork, organization, and problem-solving skills; ability to manage multiple deadlines.
Aksia: Employee-owned alternative investment research, advisory, and management firm serving institutional investors globally.
2+ YOE2–8 years in private markets or related analytical roles; strong quantitative, data management, and project management skills; attention to detail and interest in private credit.
Commercial Leasing Lead Portfolio Analyst, Workout
Bridgeport, Connecticut, United States
$109k-$182k/yrHybridFull Time
M&T BankNYSE: MTB: A diversified financial services providing banking and wealth management.
5+ YOEBachelor's in Finance/Business or equivalent experience,5+ years workout or credit experience,ability to analyze financial statements,negotiate restructurings,manage problem loan portfolios,and work with legal counsel on recovery processes.
Senior Analyst, Portfolio Strategy & Management - Liberty Mutual Investments
Boston or New York City
$90k-$180k/yrOnsiteFull Time
Liberty Mutual: Diversified global insurer providing property, casualty, and life coverage.
3+ YOE3+ years private markets experience, strong Python and SQL skills, experience with financial time-series data, private market systems, communication and quantitative modeling ability.
Senior Analyst, Portfolio Strategy & Management - Liberty Mutual Investments
Boston or New York
$90k-$180k/yrOnsiteFull Time
Liberty Mutual: Diversified global insurer providing property, casualty, and life coverage.
3+ YOE3+ years private markets experience, strong Python and SQL skills, experience with pandas/NumPy/SciPy, private market systems knowledge, quantitative modeling, communication and multitasking skills.
Senior Analyst, Portfolio Strategy & Management - Liberty Mutual Investments
Boston or New York
OnsiteFull Time
Liberty Mutual: Diversified global insurer providing property, casualty, and life coverage.
3+ YOE3+ years private markets experience, strong Python and SQL skills, experience with pandas/NumPy/SciPy, private market systems knowledge, analytical and communication skills, able to build models and pipelines.
Point72 Asset Management: Global alternative investment firm utilizing fundamental and systematic strategies.
Internship or project experience in quantitative research or portfolio management; degree in finance or STEM; Python proficiency; statistical models and quantitative finance methods; strong communication and analytical skills.
Axos BankNew York Stock Exchange (NYSE): AX: Digital-first financial services for individuals and companies.
2+ YOEBachelor's degree in finance/accounting/economics, 2+ years in portfolio management or credit underwriting, strong financial analysis, lending structure knowledge, and ability to lead and train analysts.
Clearwater AnalyticsNew York Stock Exchange: CWAN: Provider of SaaS-based investment accounting and analytics software.
5+ YOE5+ years in product or technical roles in finance/tech; advanced Microsoft Excel, basic scripting/code fluency, Jira and Agile experience; strong portfolio construction and fixed income knowledge.