Portfolio Analyst: Strategy, Trading & Reporting
Bryn Mawr Trust Co.
Bryn Mawr Trust, a WSFS Company, seeks a qualified investment professional to support centralized portfolio solutions within a goals-based framework. You will work with Investment Advisors to implement model portfolios and maintain data accuracy across trading systems. The role emphasizes analytical rigor, collaboration with investment teams, and a focus on asset allocation and reporting. Familiarity with Orion Eclipse is preferred; Series 65 may be required within 3 months. #J-18808-Ljbffr Bryn Mawr Trust Co.
- ...Design analytical models to assess the risk of the card portfolio. Analyze large datasets using advanced tools and... ...design, develop, and monitor test designs and analytical reporting to track and enhance strategies. Requirements Experience across related fields including...Suggested
$109.3k - $182.1k
## Commercial Leasing Lead Portfolio Analyst, WorkoutApplyremote type: Hybrid... ...management in regular strategy meetings and quarterly problem... ...internal and external delinquency reports as required.Manage a... ...complexity and may include publicly traded companies. The relationships...SuggestedWork experience placement- ...seeking a Municipal Bond Credit Analyst/PM to manage municipal bond portfolios, perform issuer due diligence, and contribute to trading across fixed income sectors. This role reports to the Director of Fixed... ...Advisors with bond strategies. Requirements include a Finance...Suggested
- ...Group is seeking a Regulatory GAAP and Statutory Investment Reporting Analyst to strengthen the Investment Accounting and Reporting Team.... ...projects and performing ad hoc research to support investment strategies. You will build relationships with internal clients and...SuggestedRemote job
$60k - $90k
Focus Partners Wealth in St. Louis, MO is seeking a Portfolio Reporting Analyst to support day-to-day operation and maintenance of reporting platforms and data outputs. You will ensure reports are accurate and timely, configure standard reports, and monitor data quality...Suggested$64.49k - $105.95k
...and management of centralized portfolio solutions within the firm's goals... ...portfolio management and trading system databases to ensure accuracy... ...portfolio constituents. Monitor and report on model adoption, asset ownership, and portfolio strategy implementation across the firm'...Flexible hoursShift work- ...company of MVB Bank, Inc., is publicly traded on The Nasdaq Capital Market® under the... ...for the Company’s internal and external reporting requirements (Senior Management, Board of... ...making, as well as the execution of prime strategies for financial performance enhancement....Full timeTemporary workPart timeWork experience placementWork at officeRemote workFlexible hours
- ...an operating unit of Quanta Services (trading as PWR), is a leading national provider... ...Primary Function The Commercial Operations Analyst is responsible for serving as the... ...executive leadership to shape commercial reporting strategy and drives cross-functional initiatives...Permanent employmentTemporary workWork at officeImmediate startVisa sponsorship
- OpenLoop Health seeks a Senior FP&A Analyst to own the end-to-end financial planning for... ...teams. You will lead monthly/quarterly reporting, run scenario analyses, and distill outcomes... ...role blends accounting, operations, and strategy to scale care anywhere. #J-18808-Ljbffr...
$55k - $85k
...opportunities at Yale! Overview The Portfolio & Grant Analyst is responsible for the financial management... ...operations, including financial reporting, budgeting, forecasting, and... ...issues and recommend alternative spending strategies, manage renewals, extensions and closeouts...Full timeContract workWork at officeRemote work- Insight Investment is seeking a Portfolio Analyst in San Francisco to support the stable value... ...performance analysis, contributing to client reporting and investment commentary. The role... ...income investing with exposure to strategy allocation, data management and cross-...
- This is an insurance regulatory reporting role, not a software engineering, data engineering, business intelligence or general analytics... ...order to research and implement data capture mechanisms and strategies that will maximize usability of reported data for our products...Work at office
- ...Greenwood Village, CO is seeking a Senior Investment Analyst to oversee statutory NAIC and US GAAP reporting for the company’s investments and subsidiaries.... ...will apply accounting pronouncements to investment portfolios and ensure accurate financial statements. The role...Remote job
- ...to Los Angeles and New York as needed) REPORTS TO: Head of Data The Company Sunbit builds... ...to the overall growth and financial strategy for all products. You will directly support... ...operational execution. Your primary focuses are portfolio analytics, financial data accuracy, and...Remote job
- Middle Market, Specialty & Business Banking - Reporting Analyst 7800 E Orchard Rd, Greenwood Village, CO 80111, USA Job Description Posted... ...recommend and drive the development of business line objectives and strategy, and developing and executing research and analysis projects...Work experience placement
- ...Fioneer GmbH is seeking an experienced Bank Finance & Regulatory Reporting Solutions Partner to shape the transformation of finance for... ...and the ability to engage senior executives, influence strategy, and drive growth in the banking finance transformation #J-18...Remote job
- ...Strategic Financial Planning & Analysis (FP&A) Portfolio Analyst to support complex federal health IT portfolio strategy, investment planning, financial analysis, and... ...Microsoft Project, or similar analytical and reporting tools. Active Secret clearance or higher. The...Contract workFor subcontractorFlexible hoursShift work2 days per week
- ...: Areas of Interest: Investment Sales; Trading; Wealth Management Pay Transparency Salary... ...entities with liquidity or investable portfolios. The sales officer is expected to... ...together to ensure appropriate investment strategies You will work to learn and understand products...Work experience placementWork at officeLocal area
$128k - $165k
...Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers... ...Provides actuarial leadership in the consolidation, analysis, and reporting of insurance financial results. Partners with cross‑functional...Work at officeRemote workWorldwideRelocation package- Prime Buchholz LLC seeks a Performance Analyst in Boston to join our investment team. You... ...about global capital markets and client portfolios, applying knowledge to calculate and... ...and prepare monthly cash flows and client reports. A Finance-related degree and CFA/CAIA prospects...Work at office
$150k - $250k
...DRW is a diversified trading firm with over 3 decades of experience bringing sophisticated... ...to expand into three non-traditional strategies: real estate, venture capital and cryptoassets... ...to bring on a Special Situations Equity Analyst to join the Chicago based trading and...Temporary workFlexible hours$110k
...complex, real-world problems to join ATX as Analysts. Applicants who are comfortable with... ...to transact. Refine existing investment strategies, and eventually grow to develop and recommend... ...data-driven solutions. Create detailed reports and presentations to communicate results...Contract workFor contractorsFor subcontractorCasual workWork at officeImmediate startRemote workRelocation package3 days per week- ...openings matching "Private Credit / Analyst jobs in Tampa, United States"... ...and secondary fund investing strategies.**Key Responsibilities**- Support... ...and legal documentation- Monitor portfolio companies, enhancing financial and KPI reporting- Assist with junior team recruiting...Flexible hours
- ...The Investment Analyst is responsible for providing analysis and... ...metrics, benchmarking, internal reporting, as well as supporting... ...underwriting, due diligence, and portfolio management. Experience is... ...understand market trends and strategies of competitors. Works with...Full timeWork at officeWeekend workAfternoon shift
- ...visibility and impact. You’ll help produce external financial reports that inform investors and regulators. You will partner with finance... ...to high-quality public disclosures.Job summaryAs an Analyst in the SEC Reporting team, you will help prepare and file key external...Work at office
$80k - $100k
...are united by our mission of creating opportunities for people where they live, learn, and work. Portfolio Performance Analyst The Portfolio Performance Analyst, reporting to the Director of Analytics, monitors and analyzes the performance of consumer loans, student loans...Temporary workWork at officeLocal areaRemote work3 days per week- ...teams, you'll shape investment strategies that unlock opportunities,... ...:As an Investment Data Analyst in Product Data Solutions (PDS... ...data management and analytics reporting for New York Life Investment... ...accuracy and integrity within portfolio analytics systemsCollaborate...Local area3 days per week
- ePlus Inc. is seeking a Financial Analyst in the United States to support senior accounting management through financial reports, analyses, and research. The role focuses on GAAP, SEC compliance, budgeting, and management reporting. You will prepare tie-out binders for...
- ...Investments Support Specialist within the Trading Services team at JPMorganChase, you will... ...equity fund positions.Generate ad-hoc reports for senior management.Required qualifications... ..., advisors and institutions with strategies and expertise that span the full spectrum...Worldwide
- Ryder System, Inc. is seeking a Senior Financial Analyst to develop planning, evaluate corporate initiatives, and propose strategic options... ..., GLMs, and logistics managers with robust analyses and reports. The role requires a 4+ year background in finance/accounting,...Remote job
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