Senior Portfolio Analyst — Strategy, Reporting & Oversight
KeyBank
KeyBank in Portland, ME is seeking a Portfolio Analyst to design, construct, and manage investment portfolios aligned with policy and fiduciary standards. The role focuses on oversight, reporting, and strategy implementation, not direct client advising, and may supervise junior analysts. You will collaborate with relationships, investment partners, and oversight teams to produce accurate reports, ensure compliance, and drive process improvements within the Wealth Segment. #J-18808-Ljbffr KeyBank
$57k - $87k
...Investment Portfolio Manager Location: 200 Middle Street, Suite... ...The role emphasizes portfolio oversight, risk discipline, investment strategy implementation, and reporting rather than direct client advisory... ...for a junior Portfolio Analyst role. Licenses and Certifications...SeniorWork at officeFlexible hours$146.7k - $161.5k
...highly analytical, strategic, and proactive Principal Financial Reporting Analyst to join the Corporate Finance team. This role is an integral... ...insights from complex datasets to inform investment strategies and accelerate growth.The base pay range represents the anticipated...SuggestedFull timeWork at officeFlexible hoursShift work$91k - $104k
...and strategic expertise to conduct portfolio analysis, develop reporting tools and processes used by multiple... .... As a Trading Portfolio Analyst, you'll play a critical role in shaping... ...onboarding assessments and participation in strategy meetings Build meaningful...SuggestedFull timeWork at officeFlexible hours- 3Degrees is hiring a Trading Portfolio Analyst in Portland, ME, to analyze portfolios, develop internal reporting tools, and enhance our environmental markets strategy. You will translate complex data for portfolio managers and non-technical stakeholders, building automated...Suggested
$155.7k - $190.2k
...complex market dynamics into actionable strategies, this is a great opportunity to make... ...impact.In this role, you will report directly to the Senior Vice President of Strategy to help drive... ...in a flexible capacity supporting a portfolio of strategic projects, including...SeniorFull timeTemporary workRemote workFlexible hours$77k - $115k
...Day Indeed is seeking a Senior Financial Analyst to join our R&D FP&A team as... ...to directly impact strategy and provide impactful forecasting... ...a quickly evolving product portfolio. Responsibilities Oversee... ...Perform monthly financial reporting, including variance...SeniorWork experience placementLocal area- ...& Recruiting in Portland, ME is seeking a Sr. Accountant to join a growing organization. You will own month-end close, financial reporting, account reconciliations, and compliance while partnering with HR, Finance, and management. The role requires a Bachelor’s degree...Senior
$100k - $150k
...Success Operations team drives strategy, planning, and business... .... As part of this team, the Senior Strategy & Business Operations... ...what's happening on the ground. Reporting to the Manager, Strategic Execution... ...-builder and a rigorous analyst, energized by building a...SeniorRemote work- Milliman MedInsight seeks a Senior Product Strategy Manager to steer payer product strategy and commercialization. You will translate market needs and client insights into differentiated roadmaps, partnering with TPMs, GMs, and cross-functional teams to drive growth. The...Senior
$108.88k - $163.32k
...commerce, Technology and more. Reporting to the Business... ...defined reporting and analytics strategy. They will work with the Organizational... ...elements of their report portfolio. This is a full‑time,... ...for selection, set up, and oversight of multiple tools and systems...SeniorFull timeWork at officeRemote workFlexible hours$120.96k - $181.44k
...Technology and more. Overview Reporting to the Business... ...defined reporting and analytics strategy. They will work with the Organizational... ...all elements of the report portfolio. This is a full‑time,... ...for selection, set up, and oversight of multiple tools and systems...SeniorFull timeWork at officeRemote workFlexible hours- Turner Construction Company is seeking a Senior Director of Information Services to translate business strategy into actionable roadmaps and measurable value. You will lead IS governance, prioritization, and delivery, serving as a strategic partner to business leaders...Senior
- ...solutions, tailoring our advice to meet clients' needs. The Portfolio Analyst manages trading processes for the investment team and ensures... ...alignment with account objectives, asset allocation, and strategies Processes ongoing tax loss harvesting Assists Investment Advisors...Work experience placementWork at office
- MaineHealth is seeking an accounting leader reporting to the Financial Accounting Director to manage the accounting staff and oversee the recording, reporting, and interpretation of financial data. The role also serves as the department administrator when the Director is...Senior
- Ahold Delhaize USA is seeking a Reporting Lead to manage analytics and reporting initiatives within their Business Transformation team... ...core office locations, the role will focus on optimizing data strategies and ensuring alignment across teams. Candidates should have a...SeniorWork at office
- ...seeking a Tax Manager to lead all networks segment property-tax responsibilities, including compliance, cost recovery, planning, and reporting. You will drive automation, budgets, and forecasting while partnering across Regulatory, Finance, Engineering, and Capital...Senior
- Milliman MedInsight seeks a Senior Product Strategy Manager to shape provider analytics and platform strategy across risk-bearing organizations, including accountable care and payer-adjacent workflows. This role translates client needs and market intelligence into 12-24...SeniorRemote job
- BerryDunn is seeking a Senior Tax Manager to join our Outsourced Accounting Services Practice Group in New England, with the option to... ...sites. The role leads multiple tax engagements, develops strategies, mentors staff, and participates in marketing and business development...SeniorRemote job
$147.75k - $236k
...economic capital governance, reporting, and stakeholder engagement while... ...value insights into business strategy, performance management,... ...parent company, Meiji Yasuda, and senior management for Pillar 1 (... ...overall management and technical oversight of senior actuarial...Full timeLocal areaRemote work- ...statements, quarterly financial information, and clients' annual reports.Take part in pre-audit planning to assess the risk of material... ...Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants...SeniorWork at officeLocal area
$136k - $221k
...risks, and develop appropriate remediation strategies.Collect soil, groundwater, and other... ...remediation process.Regulatory Compliance and Reporting:Interact and coordinate with regulatory... ...: ConsultingExperience level: Mid-Senior LevelIndustry: Environmental ServicesSeniorFull timeLocal area$90.23k
...solve complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership, helping... ..., forecasting, project financial management, performance reporting, and strategic decision-making across the business....SeniorContract workWork experience placementH1bWork at office- ...Senior Financial AnalystAs a Senior Financial Analyst, you will perform a variety of financial planning... ..., budgeting, reporting, reconciliation and other... ...including new test launches, portfolio expansion, automation,... ...implementation of mitigation strategies.What you need to...SeniorWork at officeLocal areaWorldwide
- WEX, Inc. is seeking a Financial Analyst to join the Over-The-Road and Factoring FP&A Team. This role supports... ..., the general manager of OTR & Factoring, and senior finance leaders to ensure timely, accurate reporting, and to drive process improvements and automation....SeniorRemote job
- ...Senior Estimator We are looking for an experienced Estimator to join our team. This... ...dumpsites. Swiftly identify risks and strategies to mitigate. If required, develop self... ..., subcontracts, productivity analysis reports, etc. into unit and man hour figures...SeniorFor subcontractor
$136k - $221k
...contamination, evaluate risks, and develop appropriate remediation strategies. Collect soil, groundwater, and other environmental samples... ...the remediation process. Regulatory Compliance and Reporting: Interact and coordinate with regulatory agencies, such as...SeniorFull timeLocal areaFlexible hours$170k - $200k
Title: Senior Tax ManagerSalary: $170,000-$200,000Job Type: Full-... ...your team and shape firm-level strategy on pricing, workflow, and... ...Job DutiesManage and lead a portfolio of business and individual tax... ..., 706, 709, or international reporting is a plusBenefitsCompetitive...SeniorFull timeWork at office$117.5k - $222.99k
...solutions. Position Summary: Milliman MedInsight is seeking a Senior Product Strategy Manager to lead product strategy and commercialization for... ...will define the strategic direction of MedInsight's payer portfolio by translating market intelligence, client insights, and...SeniorFull timeWork experience placementRemote workFlexible hours$99.96k - $123.48k
...since 2015.Position SummaryThe Senior Financial Business Partner... ...reconciliation, review/evaluation and reporting in appropriate formats... ...-formas that identify best strategies for margin improvements, providing... ...Financial Business Partners/Analysts within and outside the...SeniorFull timeRemote work$104.6k - $119.6k
...seeking a self-driven and motivated Financial Analyst to join the Over-The-Road and Factoring... ..., Finance. Ensure that all financial reports are issued timely and accurately. Respond... ...expectations. Prepare budget presentations for Senior Management and the Board of Directors....SeniorRemote workFlexible hours
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