Fundraising Prospect & Portfolio Analyst
Providence Health Plan Group
Providence Strategic And Management Services in Irvine, CA seeks a Prospect and Systems Management Analyst to support fundraising efforts by partnering with philanthropy officers, building and overseeing prospect portfolios, and optimizing pipelines. You will track moves management, conduct prospect research, and help maintain accurate donor records to inform cultivation and solicitation strategies while collaborating on portfolio reviews and strategy discussions. #J-18808-Ljbffr Providence Health Plan Group
- ...About The Role: Responsible for performing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts research and financial analysis of commercial real estate properties, loans and portfolios. What...Suggested
- ...Private Wealth and Investor Relations teams and other internal partners on the evergreen platform Deliver client and prospect pitches, and lead portfolio reviews with existing clients Oversee quality and consistency of client-facing responses and submissions...SuggestedRemote work
- ...dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-... ...opportunities. Engage in the full sales cycle—from lead generation and prospect engagement to onboarding. Build deep advisor partnerships by...SuggestedFlexible hours
$64.49k - $105.95k
...institutional clients through multiple integrated businesses. Job Responsibilities Support the delivery and management of centralized portfolio solutions within the firm's goals-based investment framework. Maintain portfolio management and trading system databases to ensure...SuggestedFlexible hoursShift work$86.8k - $198k
Munitions Acquisition Portfolio Analyst, Senior The Opportunity: As an expert in defense acquisition, your unique background inspires you to think bigger, push further, and ask questions others don’t. We need your extensive industry knowledge and advisory skills to solve...SuggestedFull timeContract workPart timeWork at officeLocal areaRemote work$120k - $140k
STV is seeking a Senior Financial Analyst to join our Finance group. This position is designated as hybrid (3 days per week in-office... ...neighbors through volunteering and philanthropic activities; fundraising events; scholarships, internships, and mentoring; and sustainability...Work experience placementInternshipWork at officeLocal areaFlexible hours3 days per week- ...Job Type Internship Posted 5 months ago The role Job description Overview As a Growth Equity Portfolio Value Creation (PVC) Summer Analyst, you will work with our value creation team, portfolio companies, and the Susquehanna investment team to accelerate growth and increase...Full timeSummer workInternshipWork at officeVisa sponsorship
- ...Employer by the Phoenix Business Journal, and more. Our communities are growing and so is our corporate team! We’re hiring a Portfolio Analyst at our corporate office in Scottsdale, AZ. Why You’ll Love working at Mark-Taylor Employee rent discounts.* Access to all Mark...Full timeWork at office
$72.89k - $87.33k
Overview The Investment Analyst provides crucial research and due diligence findings regarding... ...Analyst will also develop efficient portfolios and portfolio models with differing risk... ...for Wealth Management clients and prospects. The Investment Analyst will present recommendations...Full timeLocal areaRemote work- The Investment Analyst is responsible for providing analysis and support of all aspects... ...efforts in underwriting, due diligence, and portfolio management. Experience is Everything.... ...a primary point of contact for brokers, prospective buyers, equity partners, lenders,...Full timeWork at officeWeekend workAfternoon shift
$70k - $105k
2027 Investment Banking Analyst I Technology & Services McLean, VASkip to main contentYou may choose to display a cookie banner on the... ...critical issues in the news that are relevant to current and prospective clients. • Maintain files related to active and prospective...Work experience placementInternshipWork at office- ...strategy and consistent return of capital. Our long-life, balanced portfolio combines significant cash flow from stable production with a... ...021 while maintaining a strong balance sheet. The IT Portfolio Analyst plays a key role in enabling Crescent’s technology strategy by...
$10,000 per month
...This internship offers hands‑on exposure to equity research and portfolio management. Interns will develop strategic thinking,... ...in marketing meetings with consultants, advisors, clients and prospects under the guidance of senior investment professionals. Build foundational...InternshipWork at office$98.64k - $171.89k
...FUNCTION: Responsible for the management of a designated dairy loan portfolio typically consisting of commercial and mortgage loans. Analyzes... ...information, and develops credit packages. The Portfolio Analyst will assist the Relationship Manager in gathering the required...16 hoursFull timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWeekend workAfternoon shift- Sage Hill Investors in Chattanooga, TN, seeks an Analyst to join our private family office. You will work directly with the Chief Investment... ...Officer, manage data systems, track opportunities, and ensure portfolio updates remain current and accurate. You will support pipeline...Work at office
- ...in Wealth Management seeks an Investment Analyst to conduct research and due diligence on external... ...investment managers and to develop portfolios and models with varied risk profiles for Wealth Management clients and prospects. The analyst will present recommendations...
- ...development including retail, mixed-use, multifamily, office, healthcare, land development and single-family homes. The Senior Portfolio Analyst reports on the enterprise as an investment company that owns and oversees a portfolio of operating divisions in the real...Full timeWork at office
$110k - $130k
...investment opportunities. Job Summary Investment & Corporate Banking Analysts are directly involved in the design, origination, structuring... ..., and other global products and services for existing and prospective clients within the Power and Utilities sector. An Analyst is...Full timeH1bWork at office$81.9k - $92.9k
Analyst, Portfolio The Analyst, Portfolio provides licensed investment and analytical support to Individual/Trust Account Portfolio Managers to help optimize the investment performance of client portfolios. This role conducts economic, market and industry analysis to inform...Work experience placementWork at office$65.3k - $104.3k
PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are: Prepare review book materials for client presentations Prepare IPS letters for new clients and IPS change / reallocation letters when necessary Assist the Portfolio Management...InternshipRemote work- ...alternative application process. Investment Analyst Full Time Conshohocken, PA, US 3 days... ...the strategies that make up client portfolios across public equity, fixed income, real... ...for the Family Office Group, clients, and prospects. Assist with asset allocation modeling and...Full timeWork at officeLocal area
- ...job openings matching "Fund of Funds / Analyst jobs in Dallas, United States" are published... ...Analyst to prepare investment portfolio and private investment analysis, including... ...quantitative and qualitative analyses of prospective managers; conduct portfolio optimization...Work at office
- American AgCredit is seeking a Portfolio Analyst to support dairy loan portfolio management and underwriting. You will assist Relationship Managers, prepare credit packages, and analyze financial data to support credit decisions. Work remotely with opportunities to visit...Remote job
- Nuveen is seeking an Analyst, Portfolio to provide licensed investment support and analytical insight to Portfolio Managers and clients. The role involves economic, market and industry analysis to align client objectives with portfolio decisions. Under supervision, you...
- CBRE Group, Inc. is seeking support for portfolio management of commercial real estate loans in Houston. The role involves researching and analyzing CRE properties and loans, compiling data for lender decisions, and presenting analyses used in investment decisions. Responsibilities...
$133.5k - $183.5k
...the Sr. Finance Manager for the Atomic Layer Deposition (ALD) portfolio, this role supports financial planning, investment analysis, portfolio... ...the Metal ALD (MALD) and Dielectric ALD (DALD) portfolios. The analyst partners with Product Marketing, Program Management,...Full timeRelocation- Insight Investment is seeking a Portfolio Analyst in San Francisco to support the stable value team. You will assist in portfolio construction, risk monitoring and performance analysis, contributing to client reporting and investment commentary. The role provides a foundation...
- Kestra Holdings seeks a Portfolio Analyst to support portfolio managers and investment leadership through analysis, research, trade execution, rebalancing, risk monitoring, model maintenance, and performance reporting. The role emphasizes applying established investment...
- ...Portfolio Management Group Position The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth...Work experience placementShift work
- ...be part of something extraordinary. Job Description We’re seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. This role is located in New York, NY. In this role, you’ll make an impact in the...WorldwideFlexible hours
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