Portfolio Analyst Jobs

1000+ jobs

Responsibilities: The IT Lead Functional Analyst, Portfolio Analyst supports the IT Portfolio Management & Governance operating and reporting processes; consisting of providing IT Leadership with funding schedules, portfolio audits, budgets, forecasts, variance analysis, accruals/reclassifications and other project and financial related data to drive decisions on priority for IT initiatives. Meet...

RESPONSIBILITIES: Kforce has a client seeking a Portfolio Analyst in Ann Arbor, Michigan (MI). The Portfolio Analyst will work with the Investment Team to complete all of the required administrative tasks related to the firm's investment activity. Each PA will support the manager of their assigned asset category in two distinct areas: Investment Activities and Investment Documentation. While spe...

IT Business Analyst - Casino Portfolio 4+ months Miami, FL Notes – 1. Experience with portfolio prioritization and prioritization of projects 2. Experience performing Project Management services 3. Strong verbal and interpersonal communication skills PURPOSE: The Business Analyst will work within the Corporate IT organization and is the liaison between the business organization and IT. The...

This newly added, high-visibility role is your opportunity to advance your career in a position offering tremendous professional development and exposure to multiple departments and key stakeholders. As a Portfolio Analyst, you'll oversee a variety of financial functions, including coordinating reporting deliverables, forecasting, leasing / investment analysis and budgets, and completing ad-hoc po...

Job Location Cary, NC Alternate Location Not Available Virtual Location Not Available Job Description The Senior IT Financial Portfolio Analyst will be part of a team whose focus is on defining strategy and delivering services to support the RAD-Americas Production Services organization, including the management and analysis of IT portfolios and/or projects, streamlining processes, improvin...

This newly added, high-visibility role is your opportunity to advance your career in a position offering tremendous professional development and exposure to multiple departments and key stakeholders. As a Portfolio Analyst, you'll oversee a variety of financial functions, including coordinating reporting deliverables, forecasting, leasing / investment analysis and budgets, and completing ad-hoc po...

Company Description AXA Equitable is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives...

Company Description AXA Equitable is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives...

Our client, a registered investment advisor in Chicago, is seeking an Investment Analyst, Portfolio Administration. This is an exciting opportunity that affords career possibilities into front and middle office roles down the road. The ideal candidate could be an entry level finance grad or have as much as 2 years of experience. Strong academic credentials are a must. To apply to this position yo...

Portfolio Analyst, Client Service - Salary + Bonus Boston Investment firm is looking for a Portfolio Analyst to support the client portfolio management team. Will gather information and develop reports for clients, consultants, and portfolio advisors. The Portfolio Analyst will respond to client requests, produce client books, draft investment commentaries, and complete consultant questionnaires....

Job Description: The ideal candidate for Investment Portfolio Analyst will manage the collateral leverage funds including repurchase agreements (Repos), insured tax obligations (GRT) and medium-term notes (MTNs). Prepare financial forecasts for the funds. Assist in the preparation of monthly, quarterly, letters to shareholders and marketing materials. Create and provide analysis of different inve...

The Portfolio Analyst is responsible for spreading/analyzing financial information and credit data to assist in determining risk involved in extending credit or lending money to businesses or individuals. Financial spreads are provided to/used by lending officers and/or Credit Administration to make lending decisions. Additionally, this position provides assistance in monitoring the credit risk in...

Altfest Personal Wealth Management, a leading fee-only wealth management firm with over $1 billion under management, is seeking a bright and experienced Investment Analyst/Portfolio Strategist. Altfest Personal Wealth Management has a value-oriented style of investing. We take a global, multi-sector approach to asset selection primarily but not exclusively through third party managers. The qualif...

founded in 2001, our client is an institutional investment firm dedicated to delivering consistent, uncorrelated absolute returns in all market environments and has offices in Chicago, New York, Greenwich, San Francisco, Hong Kong and London. We have an opening for a Portfolio operations analyst and therefore if you think you have the right attributes to join our client then please get in touch w...

Accounting: Senior Portfolio Accounting Analyst in NY, NY sought by Neuberger Berman Group LLC, to work on the acctg & acct performance support for the newly launched Emerging Market Debt (EMD) business. Req: Master's deg or foreign equiv in Finance, Economics, Bus. Admin, Acctg or rel + 3 yrs exp in job offd or rel. Must have 3 yrs exp w/client reporting or preparing client letters; data mgmt; A...

Loan Portfolio Analyst We are currently seeking an experienced Loan Portfolio Analyst to join our team in our Newport Beach, CA location. Job Summary: The Loan Portfolio Analyst position is an ideal opportunity for an aspiring Real Estate or Finance professional to obtain real-world residential real estate finance experience at a respected and growing private equity firm. The Analyst will play ...

Summary Reporting to the manager of the Project Management/Business Analyst team within Investments Systems, the Business Analyst will focus on projects related to the Simcorp Dimension Implementation and Operational projects. Client Details My client is an institutional asset management firm looking at growing their Investment Systems team Description The Business Analyst main responsibiliti...

Foundation Bank is looking for a Credit Analyst/Portfolio Manager to join our team! SUMMARY: Assists the relationship managers (RMs) in the management of the Team's Portfolio. Acts as primary customer contact for loan related items in the absence of relationship manager. Primary accountability for this position will be to the Credit Administrator, Loan Team, and clients. The PM will seek supervi...

Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results,...

UNETE A NUESTRO EQUIPO Principal Compañía financiera, pionera por su compromiso con valores corporativos y la satisfacción de sus clientes; busca candidatos cualificados para unirse al equipo de profesionales exitosos de BANCO POPULAR en Puerto Rico para la siguiente posición: Analista de Portfolio de Inversiones División de Servicios Fiduciarios Grupo de Servicios Financieros y de Seguros De...