Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Analyst: Strategy, Trading & Reporting in Brooklyn, NY vacancy
  •  ...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

    Jobtailor

    Brooklyn, NY
    2 days ago
  • $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... 
    Suggested
    Work experience placement

    M&T Bank Corporation

    Brooklyn, NY
    2 days ago
  •  ...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

    WSFS Bank

    Brooklyn, NY
    2 days ago
  •  ...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... 
    Suggested
    Remote job

    Lincoln Financial Group

    Brooklyn, NY
    5 days ago
  • $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

    Focus Partners Wealth

    Brooklyn, NY
    5 days ago
  • $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 hours
    Shift work

    Bryn Mawr Trust

    Brooklyn, NY
    16 hours ago
  •  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    MVB Bank

    Brooklyn, NY
    5 days ago
  •  ...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 employment
    Temporary work
    Work at office
    Immediate start
    Visa sponsorship

    Dashiell

    Brooklyn, NY
    2 days ago
  • 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... 

    CV in

    Brooklyn, NY
    2 days ago
  • $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 time
    Contract work
    Work at office
    Remote work

    Yale Cancer Center

    Brooklyn, NY
    2 days ago
  • 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-... 

    Insight Investment

    Brooklyn, NY
    5 days ago
  • 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

    Verisk Analytics

    Jersey City, NJ
    2 days ago
  •  ...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

    Empower LLC

    Brooklyn, NY
    2 days ago
  •  ...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

    Sunbit, Inc.

    Brooklyn, NY
    2 days ago
  • 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

    NBH Bank

    Brooklyn, NY
    2 days ago
  •  ...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

    SAP Fioneer GmbH

    Brooklyn, NY
    4 days ago
  •  ...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 work
    For subcontractor
    Flexible hours
    Shift work
    2 days per week

    Capstone Analytic

    Brooklyn, NY
    2 days ago
  •  ...: 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 placement
    Work at office
    Local area

    BOK Financial Corporation

    Brooklyn, NY
    5 days ago
  • $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 office
    Remote work
    Worldwide
    Relocation package

    Transamerica Corporation

    Brooklyn, NY
    2 days ago
  • 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

    Prime Buchholz LLC

    Brooklyn, NY
    3 days ago
  • $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 work
    Flexible hours

    Trading Interview

    Brooklyn, NY
    3 days ago
  • $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 work
    For contractors
    For subcontractor
    Casual work
    Work at office
    Immediate start
    Remote work
    Relocation package
    3 days per week

    Alphataraxia Management LP

    Brooklyn, NY
    17 hours ago
  •  ...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

    InforCapital

    Brooklyn, NY
    3 days ago
  •  ...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 time
    Work at office
    Weekend work
    Afternoon shift

    Heritage Village Assisted Living and Memory Care

    Brooklyn, NY
    2 days ago
  •  ...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

    JP Morgan Chase

    Brooklyn, NY
    4 days ago
  • $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 work
    Work at office
    Local area
    Remote work
    3 days per week

    Nelnet

    Brooklyn, NY
    17 hours ago
  •  ...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 area
    3 days per week

    New York Life Insurance Company

    Jersey City, NJ
    2 days ago
  • 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... 

    ePlus Inc

    Brooklyn, NY
    2 days ago
  •  ...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

    JP Morgan Chase

    Brooklyn, NY
    3 days ago
  • 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

    Ryder System, Inc.

    Brooklyn, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Analyst: Strategy, Trading & Reporting. Be the first to apply!