Portfolio Analyst
CBRE Group, Inc.
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 You'll Do: Conduct research and financial analysis of commercial real estate properties, loans and portfolios. Assist with data compilation for lender decisions. Make presentation of analysis that will be used for investment decisions. Assist Portfolio Managers by performing tasks involved in monitoring the performance of assigned commercial real estate loan portfolios. Provide general customer service to clients and related contacts. Prepare various monthly and quarterly reports for portfolios. #J-18808-Ljbffr
$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- ...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...SuggestedWork experience placementShift work
- ...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...SuggestedFull timeSummer workInternshipWork at officeVisa sponsorship
$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...SuggestedInternshipRemote work- 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....Suggested
- ...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
- ...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
- 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...
- Raymond James Financial, Inc. Naples, FL seeks an Investment Portfolio Associate to assist in analyzing portfolio analytics, asset allocation and investment holdings within client portfolios. You will prepare industry research, maintain financial models and provide recommendations...
$120k - $160k
...managing $42 billion in assets across US and global fixed income portfolios in both long only and long-short strategies. About the Role:... ...analytical and intellectually curious Portfolio Construction Analyst to advance our fixed income portfolio construction and research...Local area- ...products. You will directly support high-impact initiatives and help drive seamless operational execution. Your primary focuses are portfolio analytics, financial data accuracy, and back-office support for capital markets, FP&A, and accounting. Unlike a growth or...Remote job
- ...culture, business, and entertainment, keeping us deeply connected to innovation and growth. JOIN OUR TEAM AS A SENIOR CAT RISK & PORTFOLIO ANALYST! As a Senior CAT Risk & Portfolio Analyst, you will play a critical role in advancing Orion180’s exposure management,...Work at office
$67.5k
USA SCIB Portfolio Management Analyst - CIB Lending Country: Vereinigte Staaten It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are...Hourly payFull timeContract workWork 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
$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...$80k - $100k
...through in our work, as we 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...Temporary workWork at officeLocal areaRemote work3 days per week$80k - $100k
...in our work, as we are united by our mission of creating opportunities for people where they live, learn, and work. 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- ...affect underwriting. Self storage experience is a hard requirement, with direct seller and buyer representation in facilities and portfolios. Expect to build a pipeline, engage CEOs, investors, and developers, and establish ELIFIN as the statewide authority through...
$95k - $125k
...The Role Too Lost is seeking a Financial Analyst to be highly involved in the deal process as our company continues to grow. You will... ...not just the ones that fill a checklist Investment materials and portfolio Draft investment committee memos: thesis, valuation, structure,...Remote workFlexible hours- ...platform for independent financial professionals nationwide. KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-affiliated advisors can benefit from KIM’s cost-effective, flexible, and...Flexible hours
- Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, seeks an Investment Operations Associate for its Investment Administration and Accounting team in Parsippany, NJ. The role focuses on private debt instruments, alternative investments, and...
- ...empowerment of its team members. We are looking to add an Investment Analyst to our growing team. The Investment Analyst team is responsible... ...asset and investment management and contribute to a growing portfolio. Experience with real estate private equity or asset management...Work at officeImmediate startFlexible hours
- ...multi-family office investment team. The position will manage assigned client relationships and implement customized, client-defined portfolios. The ideal candidate possesses approximately 7 to 15 years of relevant wealth management experience. This individual will...Work at officeLocal areaFlexible hours
- Banco Santander SA in the United States seeks an entry-to-early-career SCIB Portfolio Management Analyst to support credit spreading, portfolio monitoring, covenant tracking, collateral monitoring, and annual/quarterly reviews across SCIB lending portfolios. You will assist...
- ...financial legacies for our clients.Role Overview:As an Investment Data Analyst in Product Data Solutions (PDS) Analytics team, you will play a... ...data reconciliation to ensure accuracy and integrity within portfolio analytics systemsCollaborate closely with the technology team...Local area3 days per week
$72.89k - $87.33k
Overview The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth... .... The Investment Analyst will also develop efficient portfolios and portfolio models with differing risk profiles for Wealth Management...Full timeLocal areaRemote work- The Investment Analyst is responsible for providing analysis and support of all aspects of the investment process for new senior housing... ...well as supporting efforts in underwriting, due diligence, and portfolio management. Experience is Everything. At LCS, experience is...Full timeWork at officeWeekend workAfternoon shift
- Exelon’s Investment Office in Chicago seeks a Sr. Investment Analyst to support oversight of over $17B in Pension and Trust assets. You... ...fund strategies. Based in Chicago, you will collaborate with Portfolio Managers and Investment leadership, handling multiple priorities...Work at office
- ...accommodation or an alternative application process. Investment Analyst Full Time Conshohocken, PA, US 3 days ago Requisition ID: 1100... ..., analyze, and maintain the strategies that make up client portfolios across public equity, fixed income, real assets, hedge funds,...Full timeWork at officeLocal area
- Raymond James Financial, Inc. in Pittsburgh seeks a Commercial Real Estate Portfolio Manager to support underwriting and ongoing administration of loan portfolios, enabling relationship managers to pursue new business opportunities. Ideal candidates have 5+ years of credit...
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