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22 portfolio management analyst jobs at 16 companies in Florida

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Portfolio Management Analyst
Tampa, Florida, United States
OnsiteFull Time
Star Mountain Capital
Star Mountain Capital: Employee-owned U.S. lower-middle-market asset manager providing debt and equity capital to established 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
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Portfolio Management Analyst
Miami, Florida, United States
$80k-$95k/yr OnsiteFull Time
Fifteen Group
Fifteen Group: Family-owned real estate investment firm investing in acquisitions, development, secured debt, and corporate private equity for investors.
0+ YOEBachelor's degree in finance/real estate/business/economics,0–2 years relevant experience,proficiency with Microsoft Excel/Word/PowerPoint,experience with transaction coordination and due diligence preferred,strong organizational and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, DocuSign, Adobe Acrobat, Yardi
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2mo
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Sr. Portfolio Management Analyst
Orlando, Florida, United States
$89k-$122k/yr HybridFull Time
The Walt Disney Company
The Walt Disney CompanyNYSE: DIS: Produces movies, operates theme parks, and provides streaming services.
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
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Sr. Portfolio Management Analyst
Orlando, Florida, United States
$89k-$122k/yr HybridFull Time
The Walt Disney Company
The Walt Disney CompanyNYSE: DIS: Produces media content and operates global theme parks.
5+ YOEMinimum 5 years experience; expert Excel; experience with PPM software; strong communication and collaboration skills.
Excel, PPM software
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1w
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USA SCIB Portfolio Management Analyst - CIB Lending
Miami or United States
$68k-$110k/yr OnsiteFull Time
Santander
SantanderMadrid Stock Exchange: SAN: Global financial institution providing banking and wealth management services.
1+ YOEBachelor's degree or equivalent experience and 1+ year in credit analysis, finance, accounting, banking, lending operations, portfolio monitoring, agency, risk, or related work; requires financial statement, credit analysis, Excel, and corporate finance knowledge.
Microsoft Excel
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Sr. Analyst, Portfolio & Asset Management
Fort Lauderdale, Florida, United States
HybridFull Time
Vacatia
Vacatia: Hospitality providing resort and vacation rental services.
2+ YOERequires 2–4 years in hotel asset management, hospitality investment, or hotel operations finance; advanced Excel, hospitality KPI expertise, analytical ability, business judgment, and periodic travel.
Microsoft Excel, Power BI, Tableau
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3w
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Senior Specialist, IWM Portfolio Analyst
Tampa, Florida, United States
$71k-$105k/yr OnsiteFull Time
BNY
BNYNYSE: BNY: A global financial services platform at the heart of the world's capital markets.
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.
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Portfolio Manager I/II/III
Mobile or Santa Rosa Beach or United States
OnsiteFull Time
Trustmark National Bank
Trustmark National BankNasdaq: TRMK: Public bank holding providing banking and wealth-management solutions to consumers and businesses through Trustmark Bank.
3+ YOEBachelor's degree and at least 3 years of analyst, trader, portfolio management, or related experience. Requires investment, finance, portfolio theory, valuation, analytical, communication, and Microsoft application skills.
Microsoft applications, Bloomberg, FactSet, fi360, Advent, Moxy
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3w
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Sr Analyst - Fund Management (Real Estate)
Tampa, Florida, United States
OnsiteFull Time
Waypoint Residential
Waypoint Residential: Privately held multifamily developer, owner, and operator serving residents and investors across high-growth Sunbelt markets.
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
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Capital Planning Business Analyst
St. Louis or Arizona or Colorado or Florida or Georgia or Kentucky or Maryland or Michigan or North Carolina or Ohio or Oregon or Pennsylvania or Virginia
$80k-$140k/yr HybridFull Time
Greentree
Greentree: Family-owned IT and management consulting firm serving federal, state, local government, and commercial clients.
8+ YOE8+ years CPIC experience, strong knowledge of OMB A-11, experience mentoring analysts, gate review preparation, familiarity with business case and portfolio requirements, and U.S. citizenship required.
CPIC, OMB A-11, EVM, OMB300, FBC
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Program Control Financial Analyst – CCN2 Portfolio
Niceville, Florida, United States
HybridFull Time
Odyssey Systems
Odyssey Systems: Provider of management, analytical, and technical support services for government and private-sector customers.
8+ YOEUS citizen with Secret clearance, BS in Accounting/Finance/Business, at least 8 years DoD financial planning/analysis or business management experience, expert Microsoft Excel proficiency.
Microsoft Excel, Job Order Cost Accounting System (JOCAS), Test Wing Enterprise System (TWES) Advisory and Assistance (A&AS) Tool, DELTEK Costpoint, Cognos
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Program Control Financial Analyst – CCN2 Portfolio
Niceville, Florida, United States
HybridFull Time
Odyssey Systems
Odyssey Systems: Provider of management, analytical, and technical support services for government and private-sector customers.
8+ YOEUS citizen with Secret clearance, BS in Accounting/Finance/Business,8+ years DoD financial planning & analysis or business management experience, expert Microsoft Excel, experience with government cost/accounting systems.
Job Order Cost Accounting System (JOCAS), Test Wing Enterprise System (TWES) Advisory and Assistance (A&AS) Tool, DELTEK Costpoint, Cognos, Microsoft Excel
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IT GOVERNANCE ANALYST III - INTERNATIONAL ENGINEERING
Miami, Florida, United States
OnsiteFull Time
Inter
InterNASDAQ: INTR: Digital banking and financial super app.
5+ YOEBachelor's in administration, engineering, technology or related; 5+ years coordinating or managing projects; portfolio governance and risk management experience; ability to build dashboards, align stakeholders, and apply automation/AI to portfolio management.
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Product and Innovation Analyst
Doral, Florida, United States
$55k-$73k/yr OnsiteFull Time
Grupo Bimbo
Grupo BimboMexican Stock Exchange: BIMBOA: Global bakery producing packaged bread and snack products.
2+ YOEBachelor's degree in a related field, 2+ years in product development/innovation/portfolio or category management, NPD and packaging experience, advanced Microsoft Excel and ERP (SAP or Oracle), bilingual Spanish and English.
Microsoft Excel, SAP, Oracle
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3d
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Balance Transfer Consumer Product Sales Senior Lead Analyst, Senior Vice President (Hybrid)
Wilmington or Jacksonville or Schaumburg or Atlanta
$156k-$234k/yr HybridFull Time
Citi
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
10+ YOEBachelor's degree and 10+ years in product management, financial services, or related work; experience with unsecured lending products, portfolio performance, analytics, and cross-functional leadership.
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3d
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Balance Transfer Consumer Product Sales Senior Lead Analyst, Senior Vice President (Hybrid)
Wilmington or Jacksonville or Atlanta or Schaumburg
$156k-$234k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
10+ YOEBachelor's degree and 10+ years in product management, financial services, or related work; expertise in unsecured lending products, portfolio performance, analytics, cross-functional leadership, and strategic execution.
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2mo
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Senior Procurement Analyst
Boca Raton, Florida, United States
HybridFull Time
Modernizing Medicine
Modernizing Medicine: Cloud-based software for medical practice management and EHR.
5+ YOEBachelor's in business/finance/supply chain, 5+ years in strategic sourcing/procurement/consulting, proficiency with Evisort, advanced Excel/data visualization, NetSuite or similar ERP, experience managing large spend portfolios and driving transformation.
Evisort, Microsoft Excel, NetSuite
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AR Analyst - Collections & Cash Application
Boca Raton, Florida, United States
OnsiteFull Time
Celsius
CelsiusNASDAQ: CELH: Produces and sells functional energy drinks and fitness supplements.
0+ YOE0–5 years AR/collections or cash application experience; Associate’s or Bachelor’s in Accounting/Finance/Business or equivalent experience; advanced Microsoft Excel and ERP (Microsoft Dynamics GP or SAP) experience; strong communication and portfolio management skills.
Microsoft Excel, Office 365, Microsoft Outlook, Microsoft Word, Microsoft Teams, Microsoft Dynamics GP (Great Plains), SAP, EDI, Walmart Retail Link, Amazon Vendor Central, Target Partners Online
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Asset & Wealth Management, Private Wealth Management, Marketing Designer, Analyst - Miami, FL
Miami, Florida, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
1+ YOEBachelor's degree,1+ years design experience,portfolio required; proficiency with Adobe InDesign, Photoshop, Illustrator, PowerPoint, Word, and Figma; strong typography, layout, and attention to detail.
Adobe Creative Cloud, InDesign, Photoshop, Illustrator, Microsoft PowerPoint, Microsoft Word, Figma
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2w
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Asset & Wealth Management, Private Wealth Management, Marketing Designer, Analyst - Miami, FL
Miami, Florida, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
1+ YOEBachelor's degree in graphic design, visual communication, or related field; 1–3 years of design experience; portfolio; Adobe Creative Cloud, PowerPoint, Word, and Figma proficiency.
Adobe Creative Cloud, Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Microsoft PowerPoint, Microsoft Word, Figma
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