Associate, Portfolio Analytics
$110k - $135kING Americas
About the position This position offers an opportunity to be closely involved in analysis of the Americas lending book, limits and portfolio dynamics monitoring, scenarios forecasting and stress testing, data consolidation and reporting, and management presentations. Helping in developing the tools for data analytics. Additionally, data quality monitoring and regional coordination of any extensional requests coming to FO from head office, regulators, auditors, etc. About the department This role is a member of a team that comprises the critical portfolio management and reporting foundation of all lending origination and underwriting activity. Responsibilities Partner with Portfolio Management, Sectors, Finance, Risk, Syndication and Capital Management to understand reporting needs, source inputs, and deliver timely outputs Prepare and maintain recurring portfolio analytics and trackers used by Lending Management and the Portfolio Management team Monitoring clients’ performance, utilization of limits, portfolio churn, liquidity, etc. Pipeline monitoring and preparing forecasts and stress tests Ensure data accuracy, consistency, and completeness across reports and dashboards by validating inputs, reconciling figures, and following agreed definitions Managing and coordinating ad hoc data requests Qualifications and Competencies Min 3 years of commercial banking experience Experience in lending FO or Finance is a plus Understanding of lending data, metrics, and business drivers Understanding of accounting statements & principles is a plus Advanced knowledge of Excel and Power Point Manage multiple tasks simultaneously and thrive in a complex environment Basic knowledge of programming (coding) or tools used for visual presentation of big data is beneficial You have strong interpersonal and communication skills You have strong analytical skills You are highly interested in data analytics You are highly detailed in your work You are self-motivated and willing to work under tight deadlines You are looking for solutions You desire to work in an agile way Salary and Benefits Salary Range: $110,000-135,000 The salary range listed reflects base salary only. This role is eligible for participation in a discretionary bonus program. In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness. EEO Statement ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are. #J-18808-Ljbffr ING Americas
$125k - $135k
...serving more than 750 institutional and 638 private wealth clients worldwide. Purpose of Position The motivated Associate will join DnA’s Portfolio Analytics team to support the firm‑wide analytics capability for Pantheon’s evergreen / semi‑liquid vehicles as well as...SuggestedWorldwide$110k - $135k
...involved in analysis of the Americas lending book, limits and portfolio dynamics monitoring, scenarios forecasting and stress testing,... ...management presentations. Helping in developing the tools for data analytics. Additionally, data quality monitoring and regional...SuggestedWork at office$125k - $150k
...Richmond, VA; New York, NY Overview Apogem Capital is seeking an Associate / Senior Associate to support the continued growth of its... ...Managed Accounts (SMAs) platform. The role focuses on portfolio analytics, construction insights, and reporting, monitoring, and operational...Suggested- Pantheonpublic in New York is seeking a motivated Associate to join their Portfolio Analytics team. This role focuses on providing analytical support for evergreen and semi-liquid vehicles, emphasizing collaboration across multiple teams to inform portfolio and investment...Suggested
- ...York, is seeking an Investment Reporting Associate to support its private credit platform.... ...maintaining investment data integrity, performing portfolio analysis, and contributing to reporting... ...in investment reporting and portfolio analytics, demonstrating attention to detail and...Suggested
- ...mutual organization.The Opportunity:Apogem Capital is seeking an Associate / Senior Associate to support the continued growth of its... ...will focus on delivering forward-looking and historical portfolio analytics, enhancing portfolio construction insights, and supporting reporting...Local area
$125k - $150k
...private equity. The Opportunity Apogem Capital is seeking an Associate / Senior Associate to support growth of its private equity... ...Separately Managed Accounts (SMAs) platform. The role focuses on portfolio analytics, construction insights, and reporting across SMA mandates....$100k - $120k
Ares Management Corporation is seeking an Associate for Portfolio Analytics to join our Finance team in New York or West Hartford, CT. The role involves assisting in portfolio monitoring, performing analysis of investment reports, and preparing investor reports. Qualified...- InforCapital, partnership is looking for an Associate in Portfolio Analytics to join their Secondaries team based in New York. This role involves investment analysis and requires 2-3 years' experience, along with a Bachelor's degree in accounting or finance. The Associate...
- New-York-Life, through Apogem Capital, is seeking an Associate / Senior Associate in New York to enhance the private equity Separately... ...Accounts (SMAs) platform. This hybrid role emphasizes portfolio analytics and collaboration across investment and operations teams. The...
$125k - $150k
New York Life is seeking an Associate / Senior Associate to enhance its private equity Separately Managed Accounts (SMAs) platform. This role involves analytics, portfolio construction, and operational excellence. The ideal candidate should have 2-4+ years of experience...$140k - $185k
...- $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Portfolio Analytics Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities...Full time- # Associate, Portfolio AnalyticsAres ManagementAssociateSecondariesFinancial ServicesOn-siteLocationNew York, United StatesDate PostedMay 2... ...2025. The team is looking to hire an Associate, Portfolio Analytics in New York, NY or West Hartford, CT, joining a dynamic Finance...
$135k - $150k
...thinking outside the box, challenging the status quo and striving to be best-in-class. As a Senior Associate on the Wholesale Commercial Real Estate (CRE) Portfolio Analytics team, you will be responsible for the research and evaluation of commercial real estate market...Work experience placement$125k - $135k
Pantheon, a private markets investment firm, is seeking an Associate to join its DnA Portfolio Analytics team. The role focuses on supporting analytics for Pantheon’s evergreen and semi‑liquid vehicles, single‑asset GP‑led secondaries and co‑investments. Purpose of Position...- ...Associate Vice President, Portfolio Analytics About the Company Leading international alternative asset organization offering comprehensive investment solutions Industry Investment Management Type Public Company Founded 1997 Employees 1001-50...
$105k - $150k
Blue Owl is seeking a detail-oriented Associate to perform reporting and data automation initiatives for their investment portfolios in New York. This position focuses on streamlining reporting processes and ensuring data integrity. The ideal candidate will have a Bachelor...- Goldman Sachs Bank AG is seeking an Associate for the Relationship Lending Group in New York. This role involves managing the execution... ...coordinating with internal and external teams, and producing analytical reports. The ideal candidate should possess an undergraduate degree...
- ...strategy and cardholder experiences. You will turn complex portfolio signals into clear insights that help improve engagement, optimize... ...long-term customer relationships. As a Quantitative Analytics Associate at JPMorganChase within the Co-brand Credit Card Analytics team...
$125k - $135k
Pantheon, located in New York, is searching for an Associate to join its DnA Portfolio Analytics team. This role emphasizes strategic analytics to enhance portfolio construction, liquidity pacing, and performance storytelling. The ideal candidate will possess 5+ years of...- A financial services company seeks a Portfolio Performance Specialist to support investment teams by analyzing portfolio performance and... ...will have a bachelor's degree in a related field, strong analytical skills, and proficiency in Excel. Opportunities exist for professionals...
- ...status quo and striving to be best in class. As an Associate in the Credit Risk Controller & Analytics team, you provide comprehensive, timely, and accurate... ...key risks and trends impacting the wholesale credit portfolio, which includes the Commercial & Investment Bank (CIB...Work at office
- ...Investment Risk team focused on quantitative business modeling and analytics for the firm’s Credit business. This individual will join a... ...and variable annuities. Develop, maintain and enhance portfolio optimization models for credit investments. Qualifications &...Work experience placement
$127k - $171k
...and deployment of risk models and systems, leveraging quantitative research, analysis, and risk‑based analytics to inform investment decisions and enhance portfolio outcomes Produce quantitative risk insights, risk assessments, and analytical research to improve investment...Temporary workWork experience placementWork at officeVisa sponsorshipFlexible hours$145k
...courage to challenge what’s possible. Role Overview The SCIB Portfolio Management Associate is an individual contributor within US SCIB COO Lending... ...Finance, IG corporate lending or GTB preferred. Strong analytical, organizational and written communication skills....Work experience placement$85k - $131k
...discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description The Associate will support credit portfolio analytics and governance reporting for the Americas Division. The role is a key...Work at officeLocal areaWork from home$78.75k - $122.5k
.... 3+ Years Financial analysis, structuring, underwriting and portfolio management. - Required. 3+ Years Experience with underwriting... ...Required. Superior written and verbal communication skills. Strong analytical skills and proficiency navigating and understanding financial...Work experience placementWork at office- ...to a sophisticated client base. They are seeking a Client Portfolio Associate based in NYC. The Associate will work closely with teammates... ...and investing is preferred Strong attention to detail and analytical/problem-solving skills as well as excellent written and verbal...Work at office
$100k - $160k
Goldman Sachs Group, Inc. is seeking a Portfolio Management Associate in New York to assist in trading and managing fixed income portfolios. Candidates... ...should have 2-4 years of trading experience and strong analytical skills. This role provides an opportunity to work within...$100k - $160k
Asset & Wealth Management, Liquidity Solutions, Portfolio Management Associate - New York New York, NY, United States Job Description A career with... ...-paced, transaction-oriented environment. Numerical and analytical with excellent attention to detail. Creative and...Full timeTemporary workPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate, Portfolio Analytics. Be the first to apply!
- social impact associate New York, NY
- records management associate New York, NY
- distribution center associate New York, NY
- associate financial representative New York, NY
- junior associate engineer New York, NY
- associate solutions consultant New York, NY
- associate data engineer New York, NY
- associates degree in criminal justice New York, NY
- associate professor environmental science New York, NY
- junior associate attorney New York, NY


