Portfolio Analyst
Leeds Professional Resources
An established private wealth organization is seeking a Portfolio Analyst to join its portfolio team. Working closely with portfolio managers, this role offers hands-on involvement across the operational side of client portfolio management. It is an opportunity to build a more complete understanding of how investment decisions are implemented across client accounts. Responsibilities Support the daily administration of client investment accounts. Prepare and process investment activity based on portfolio manager instructions. Coordinate transactions with internal teams, custodians, and other financial institutions. Monitor activity through settlement and follow up on delayed or unresolved items. Review account cash positions and coordinate funding for investments, fees, and client transactions. Process wire activity and maintain the required supporting documentation. Research and resolve discrepancies involving transactions, account charges, and service fees. Assist with client billing and related account activity. Prepare recurring and ad hoc portfolio reports. Support new account setup, documentation, and onboarding. Maintain accurate records for internal reviews, audits, and client requests. Coordinate operational projects and recommend process improvements. Qualifications Bachelor's degree in Finance, Economics, Business, or a related field required. At least two years of recent experience in investment operations, portfolio administration, or a closely related function. Recent experience within wealth management, a family office, or a registered investment advisory firm required. Professional fluency in English and Spanish required. Experience with order management systems and custodial platforms. Proficiency with Microsoft Office. Strong attention to detail, organization, and follow-through. Ability to manage multiple priorities and time-sensitive account activity. Clear written and verbal communication skills. Expand your wealth management experience through direct exposure to portfolio activity, account operations, and cross-functional projects. #J-18808-Ljbffr
$80k - $110k
...companies with exceptional Finance & Accounting talent We’re partnering with a growing legal finance organization to add an Investment Analyst to its team. This role is ideal for someone who enjoys deep analysis, credit evaluation, and hands-on exposure to investment...SuggestedFull time- ...role Not an operations or systems role Not an executive assistant Success Metrics 30 Days Full fluency in the fund's thesis, portfolio, and active pipeline LP pipeline tracking current and accurate Fundraising materials audited; gaps and outdated content flagged...SuggestedFull timeFor contractorsWork at officeRemote workNight shiftDay shift
- ...Syntax Talent Solutions is working to hire an Investment Analysts or Associate to support ongoing M&A transactions within the healthcare and business services sectors. These individuals will play a critical role across all stages of live deals. This is an excellent opportunity...Suggested
Syntax Talent Solutions
Florida, NY2 days ago - ...platform across a multi-office enterprise. The CIO serves as the senior-most voice on asset allocation, manager/strategy selection, portfolio construction, alternatives, and capital markets research, as well as managing the trading and investment operations infrastructure...SuggestedOdd jobTemporary workWork at officeLocal areaFlexible hoursNight shift
HBKS Wealth Advisors
Florida, NY3 days ago $130k - $140k
Overview Job SummaryGalapagos Federal Systems LLC is seeking an experienced Acquisition Specialist Level 3 to support the United States Space Force (USSF) and its mission-critical acquisition efforts.In this role, you will support the acquisition lifecycle by conducting...SuggestedContract workFlexible hoursHonu Inc
Florida, NY4 days ago- ...A single family office in Palm Beach is hiring a Deputy CIO to partner with the CIO in managing family investment portfolios across public and private, traditional and alternative asset classes. A senior, hands-on mandate covering strategy, due diligence, risk management...Work at office
And Simple ApS
Florida, NY1 day ago - 1 day ago Be among the first 25 applicants Corporate M&A Associate - Miami, FL Corporate/Mergers & Acquisitions Associate Vacancy: Corporate/Mergers & Acquisitions Associate Experience: 2 to 4 Years Firm: Am 100 Law Firm Location: Miami, FL We are representing a ...Work at office
- Be a part of a resilient community that values mental health! Together, we can invest in young children now, to build successful adults later. Tykes & Teens is synonymous with quality care- join the team and provide mental health services for children and their families...Full timeContract workWork at officeLocal areaFlexible hours
tykesteens
Florida, NY16 hours ago - ...Job Overview We’re looking for an entry‑level Financial Data Analyst who’s passionate about transforming financial numbers into clear insights that support budgeting, forecasting, and operational decision‑making. You’ll work closely with senior analysts, finance teams,...Full time
Surprise Insights
Florida, NY1 day ago - ...Position Summary The Financial Data Analyst supports the Accounts Payable and Finance teams by analyzing payment trends, building data models, and developing Excel-based tools to improve reporting and operational efficiency. This role leverages advanced Excel functions...
IMPRESSION IMAGING
Florida, NY2 days ago - ...Job Description The Sr. Financial Analyst will play a key role in supporting the Latin America FP&A team across both Revenue and Cost pillars. This position contributes to all core financial planning and analysis activities, including budgeting, forecasting, and reporting...
NBCUniversal
Florida, NY1 day ago - ...meaningful work of your career by joining us on our mission to transform tomorrows, today. Role Overview: We’re looking for a Senior Analyst, Corporate FP&A to help scale our financial planning and decision-making as we enter our next phase of growth. This is a highly...Flexible hoursShift work
INSIGHTEC
Florida, NY1 day ago - Join the Ritz-Carlton Yacht Collection: Where Every Voyage is a Symphony of Luxury Embark on an extraordinary journey with the Ritz-Carlton Yacht Collection, an exquisite extension of the renowned Ritz-Carlton brand, dedicated to redefining ultra-luxury hospitality at ...Work at officeLocal area
The Ritz-Carlton Yacht Collection
Florida, NY3 days ago - ...helping more older adults get the services and tools they need to age well, where and how they want. The Role The Senior Financial Analyst functions as a strategic partner within the organization, responsible for the end‑to‑end management of financial planning, reporting...Full timeWork at officeLocal areaFlexible hours
The Key Corporation
Florida, NY4 days ago - ...directly informs strategic decisions across development pacing, capital allocation, pricing, and margin optimization. The Financial Analyst will play a critical role in transforming operational and financial data into actionable intelligence that guides leadership,...Shift work
JetSet Pilates
Florida, NY4 days ago - ...employees, and is set to double again in size over the next 5 years, we want YOU to apply today. Our team is looking for a Senior FP&A Analyst to join them. You will report to the FP&A Manager and will have an onsite work structure in Miramar, FL. The Senior FP&A Analyst...Flexible hours
Ontic
Florida, NY1 day ago $81.07k - $129.71k
...Job Description Blue Cross NC is seeking an Actuarial Analyst to support rating and pricing, valuation, healthcare economics, and financial forecasting. Under general guidance, this role applies knowledge of mathematics, probability, statistics, and business principles...Work at officeLocal areaRemote workFlexible hours2 days per weekBlue Cross and Blue Shield of North Carolina
Florida, NY3 days ago- ...Washington, D.C., has an immediate opening for a Legal Billing Analyst based in one of our offices. This position provides full-service... ...support for all legal billing functions to an assigned client portfolio. Law firm experience is required. Primary duties include processing...Immediate start
GrayRobinson, P.A.
Florida, NY3 days ago - Amentum is seeking a Counter Threat Finance professional to join our team supporting U.S. and allied government efforts to disrupt illicit financial networks funding threats. Your analytical expertise will contribute to national defense and global stability in a fast-paced...
Amentum
Florida, NY2 days ago - What We'll Bring to the Table: Friendly, dynamic work environment – Includes certification as a Great Place to Work ® (six years in a row!) along with Climate Neutral Status Competitive salary including merit-based bonus plan Flexible Work Program Clear opportunities for...Work at officeFlexible hours
Perrknight
Florida, NY2 days ago $65k - $75k
...Financial Operations Analyst Bonita Springs, FL, USA, 34134 Employment Status: Full-time Posting Start Date: 8/19/26 Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion...Full timeHerc Rentals
Florida, NY16 hours ago- At Frontline Insurance, we are on a mission to Make Things Better, and our Financial Analyst I plays a pivotal role in achieving this vision. We strive to provide high quality service and proactive solutions to all our customers to ensure that we are making things better...Temporary workLocal area
$89k - $135.75k
Worker Type Regular Summary The Financial Analyst III is responsible for the development and maintenance of program financial plans in support of multiple products and business areas.This role also supports revenue tracking, forecasting accuracy, and financial execution...Work experience placementWork at officeShift work- ...goods and service requisitions, purchase orders, receipts and invoices, as well as inventory stock and depletion. The Ops Financial Analyst will be an integral team member of Reworld’s South Region Finance team and will learn process details and assist in maintaining and...Work at officeWork visa
- # Financial Analyst InternBFC HQ - Saint Petersburg, FL 33701## Description**About the Program** * Location: St. Petersburg, FL* Hours: 20-40 hours per week with flexible scheduling to accommodate class commitments* Weekly gatherings with interns, managers, and executives...InternshipWork at officeFlexible hours
- This is a seat on a lean, high-visibility FP&A team! What You'll Do: Own full-cycle financial modeling: budgeting, forecasting, and board-level reporting Support debt covenant analysis and reporting Get direct exposure to M&A and acquisition integration work Partner closely...
- ...occasionally lifting up to 15 pounds, with or without reasonable accommodation. Mission, Vision & Values Commitment: The Financial Analyst is expected to support the Company's Mission and Vision and continuously demonstrate the core values in all aspects of the role:...Temporary work
$90.95k - $123.05k
Experienced Financial Analyst Company: The Boeing Company The Boeing Defenseand Space (BDS) Space Launch System (SLS)Financial Operations team is seeking an Experienced Financial Analyst. This opportunity is located in Kennedy Space Center, Florida to join our team working...Permanent employmentWork experience placementRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift work- ...something powerful? Join our outstanding team and help shape the future of energy. Position Specific Description The Senior Financial Analyst supports the development, administration, and ongoing refinement of large load tariffs including customer-specific load forecasting...Full timeFor contractorsRelocation
- ...US, 33016 Company: Popular Workplace Type: Hybrid Business Mgmt & Financial Reporting We are currently searching for a Financial Analyst to support the Popular Association Banking team and to own a wide range of analysis and reporting. This includes ownership of...Work at officeImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Analyst. Be the first to apply!
