Portfolio Analyst Jobs

1000+ jobs

PURPOSE To provide strategic support in the collection, maintenance, reporting and analysis of product portfolio data and other valuable business intelligence used to develop, optimize, and promote the portfolio of products. SUMMARY The Product Portfolio Analyst II provides strategic analytical and administrative support to Product Portfolio Managers seeking to optimize the performance of the p...

Description: Combine two of the fastest-growing fields on the planet with a culture of performance, collaboration and opportunity and this is what you get. Leading edge technology in an industry that's improving the lives of millions. Here, innovation isn't about another gadget, it's about making health care data available wherever and whenever people need it, safely and reliably. There's no room...

Well Known Financial Services Firm seeking a Senior Portfolio Risk Analyst to be responsible for providing credit underwriting services for domestic and international financial institutions in support of the Bank’s secured member lending and capital markets activities. This includes managing the Bank’s credit risk exposure to an assigned portfolio of financial institutions comprised of banks (smal...

The Portfolio Analyst role will assist the Portfolio Management Team in the daily management and repositioning of ETF and Mutual Fund portfolios. Duties may encompass administrative, support and operational tasks, and investment performance analyses. Essential Job Functions: Perform, assist or supervise a variety of portfolio operations tasks including: Daily reconciliation of shareholder activ...

Position Duties The technology analyst will handle requirements and participate in the planning, creation, testing and delivery of various global projects entailing mobile telephony, tablets, and wireless networks utilized by all employees. Develop a thorough understanding of the application/service portfolio components and associated business processes Work with cross-functional business organ...

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...

Division Profile Our Vision… Be the preeminent, global commercial real estate services and investment firm, serving our clients with market-leading collaboration. Our Values… Our corporate values: Respect, Integrity, Service, Excellence (RISE) are our foundation. These values are timeless and transcend to all markets, service lines, languages and business cultures. Why CBRE? Strength. CBRE i...

Position Summary The AIG US Commercial Chief Investment Officer is responsible for the oversight of the U.S., Canada and Bermuda investment portfolios to ensure the company's investment objectives are met while operating within the constraints of a regulated insurance company. Oversight of the investment portfolio involves the analysis of relative value between asset classes, implementation of th...

Project Portfolio Management Systems Analyst This individual will primarily support upgrade effort of Portfolio Management System (Instantis). Instantis is a Project Portfolio Management System used by more than 4000 users. The user community includes Project Leaders, Portfolio Leaders and Finance Representatives. As part of the upgrade team, this individual will document business requirements f...

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. ...

The Merchant Portfolio Strategy department with is responsible for the company’s commodity pricing, energy portfolio management and fundamental market assessment activities. The department performs portfolio modeling for all generation, fuel, as well as load/PPA positions, and drives the development and pricing of the company’s retail and structured wholesale power transactions. In addition, the g...

A large company in the Chattanooga, TN area is looking for Portfolio IV Analyst position. This Analyst is responsible for performing analysis to support the identification and priorization of IT projects and support corporate business strategy. Must have extensive experience in translating forecasts and analyses into recommendations and actions. This progressive company is continuing to evolve and...

Our client, a financial services company located in Boston, is seeking a Portfolio Analyst to join their team! This new role will be responsible for but not limited to: conduct retroactive analyses of over and under-performing investments; collect and maintain key metrics to evaluate the performance trends of existing investments; develop and maintain reports for key metrics; define industry or bu...

The Concord Advisory Group, Ltd. Concord is looking for an associate that desires to learn and grow professionally while making a material impact on the success of the firm and our clients. A genuine interest in learning is required, as is an ability to quickly master a number of industry-specific databases and software packages.Professionalism, organizational skills, verbal and written communica...

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...

***** This is a fulltime position or a contract to hire role with a very big retail company***** Supply Chain Portfolio Manager The Senior Manager of Portfolio Management plays a key role in the effective delivery of Client’s IT project portfolio. The area of responsibility spans the ownership of the portfolio roadmap, shaping portfolio governance processes, and day-to-day management oversight o...

Mutual of Omaha is a solid, family-oriented company that’s reliable, trustworthy, knowledgeable and caring. We are a full-service, multi-line provider of insurance and financial service products for individuals, businesses and groups throughout the United States. We are committed to providing outstanding service to our policyholders and our dedication to customer service is the cornerstone of our ...

About the opportunity: The Managing Analyst works with the Multi-Asset team and other SWIB investment teams to actively participate in the managing of the multi-asset portfolios. The position will report to the portfolio manager and will be an integral part of a new team investing unconstrained across markets in order to produce alpha where there is opportunity. Essential activities: · Identify...

PORTFOLIO MANAGER, CFA Job Description: The successful candidate will work closely with the senior management team in assisting with the investment research and analysis process and managing existing and new client relationships. The primary role is to assist with the investment research process and to service new and existing relationships on an ongoing basis. The firm’s Portfolio Managers cond...

Responsibilities: * Work with the Portfolio Managers / Head of RML in the development of residential whole loan asset management reporting packages * Perform extensive analysis on loan portfolios under management (inclusive of valuations, model back-testing, performance metrics) * Provide detailed analysis on potential loan portfolio acquisitions (bid preparations, loan stratification reports, ...