Portfolio Analyst
Sunbit
Sunbit, Inc. is seeking a Senior Data Analytics professional for the Business Data Analytics team. The role focuses on monitoring key KPIs, data integrity, and back-office support for capital markets, FP&A, and accounting. You will work with BU leaders, Risk, Finance, Core, and Accounting to manage financial drivers and inform leadership of risks affecting growth. You will own portfolio analytics, financial data accuracy, and system reconciliation, collaborating to ensure reliable product tapes #J-18808-Ljbffr
- ...data extraction from diverse borrower documents and tapes.Assist in building BI dashboards to provide actionable insights across portfolio data.Engage with stakeholders to deliver data-driven insights for critical business decisions.Standardize workflows and maintain documentation...Suggested
$100k - $120k
...of alternative investment solutions, focusing on alternative credit strategies for individual investors. They seek a Valuation/Portfolio Analyst to join their Manhattan, NY office.ResponsibilitiesDevelop, maintain, complete, and analyze quarterly valuations for existing...SuggestedWork at officeRemote work- ...Health & wellbeing benefits Parental Leave benefits Employee stock purchase planJob DescriptionWe are looking for our next Client Portfolio Analyst (CPA) to join our Investments, Strategy & Development team in New York City!This team is a fully integrated team of Client...SuggestedFull timeWork at officeFlexible hours
$27.5 - $36.68 per hour
...monitoring database that tracks credit approval requirements and receipt of customer’s financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial statements, tax returns, personal financial statements...SuggestedFull timeWork experience placementLocal area3 days per week- We’re seeking a future team member for the role of Senior Associate, 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 following ways:Assist Portfolio Managers in managing complex aspects...SuggestedWorldwideFlexible hours
$145k - $185k
A financial services firm is seeking a Portfolio Investment Associate based in New York, NY. The role encompasses responsibilities around portfolio management and investment analysis, tailored for early-career to mid-level professionals. Candidates should have a strong...$90k - $120k
...smarter, healthier and more sustainable. The Lazard Emerging Markets Equity team is seeking a highly motivated, detail-oriented Portfolio Analyst to help support the servicing and development of both new and existing client relationships. The individual will primarily...Local area- ...We are looking for a junior portfolio manager or portfolio analyst to assist in the execution and management of diverse investment strategies. This role involves converting investment strategies into actionable trades, overseeing portfolio risk and positioning, and working...Hourly pay
- ...& wellbeing benefits Parental Leave benefits Employee stock purchase plan Job Description We are looking for our next Client Portfolio Analyst (CPA) to join our Investments, Strategy & Development team in New York City ! This team is a fully integrated team of Client Portfolio...Flexible hours
$120k - $150k
...business owners through a comprehensive approach to investment management and financial planning. We are looking for an experienced Portfolio Analyst to join our investment team. This is a hands-on role with responsibility for portfolio analysis, trading, rebalancing,...Full time$90k - $110k
...offer programs designed to support our employees’ wellbeing. What we are looking for: Under the supervision of the Portfolio Manager, the Portfolio Analyst will assist in the management and trading of portfolios. In addition, they will assist with market analysis,...Work at officeLocal area- ...Wall Street Alliance Group is a growing wealth management and financial planning firm seeking an experienced Portfolio Analyst to join the investment team in a hands-on role with responsibility for portfolio analysis, trading, rebalancing, investment research, and performance...
$179.09k - $338k
...by organizing road shows, events, and campaigns. Lead client portfolio reviews, including alternative portfolio analysis and implementation... ...for junior team, ensuring balanced split of work amongst analysts. Mentor and facilitate development of junior team, including specifically...- ...Nuveen is seeking a Portfolio Strategy Analyst in New York, NY. The role sits at the intersection of investments, client engagement and thought leadership, developing portfolio analytics and supporting client service while growing toward a client-facing Portfolio Strategist...
$140k - $185k
...NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Portfolio Data Analyst description represents the type of early-career data-driven portfolio analytics roles featured on the Career Launch AI Private...Full timeInternship- ## Portfolio Strategy AnalystApplyremote type: Hybrid Flexlocations: New York, NY, USAtime type: Full timeposted on: Posted Todaytime left... ...to apply)job requisition id: R260800026**Portfolio Strategy Analyst** The Portfolio Strategy Analyst role is exists at the intersection...Work experience placementWork at office
- ...Responsibilities The Portfolio Analyst is a new and critically important role at The Tepper Foundation. The Portfolio Analyst is responsible for conducting landscape research and analysis on topics that align with the foundation’s strategic goals, supporting the due diligence...
$100k - $150k
...Artisan Partners Limited Partnership is seeking a Portfolio Oversight Analyst within Trade Operations. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment...Work at officeNight shiftAfternoon shiftWeekday work$145k - $185k
...A financial services firm in New York is seeking a Portfolio Management Analyst. The role involves analyzing investment performance, assisting in portfolio management strategies, and collaborating with team members. Candidates should possess strong analytical skills,...- ...mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and... ...The Position We are currently seeking a candidate for a Senior Analyst position on the Portfolio Strategy and Management ("PS&M") team...Work experience placementLocal areaFlexible hours
- ...Citi in New York seeks a Corporate Banking Senior Analyst – Financial Institutions Network Banking North America to provide analytical... ...transaction execution support for the FIG team. You will help build portfolio intelligence, analyze foreign financial institutions, and...
$50 - $60 per hour
...We are looking for a Portfolio Analyst to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial...Hourly payFull timeContract workPart timeRemote work$130k - $160k
...hybrid office/remote work environment, and this position is located in our New York, NY office.Equitable is looking for a Portfolio Compliance Analyst to join our team. The Equitable Investment Management (EIM) Portfolio Compliance team oversees compliance with...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week- ...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...Work experience placementShift work
$100k - $110k
...data, please see the privacy notice for applicants here. As at 30 June 2026 Position Responsibilities We are seeking an Analyst to join our Portfolio Management group for a rapidly growing private credit asset manager. This individual’s main focus will be monitoring the...Local areaFlexible hours- ...that evolution. Rather than sitting in a purely operational seat, you'll be embedded in the investment process; working alongside portfolio managers and senior investors to help turn ideas into implemented portfolios. You'll gain exposure to how capital is allocated, how...
$125k - $175k
...Investment Advisors (RIAs) in the country. Position Overview: Quantinno is seeking a highly motivated and detail-oriented Portfolio Management Analyst to join our fast-growing firm. The Portfolio Management team is responsible for executing investment decisions and...Work at office- ...Portfolio Management Analyst Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our...Local areaShift work
$140k - $185k
...A finance career platform is seeking an Entry-Level Investment Monitoring Analyst based in New York, NY (Hybrid) to track portfolio performance and analyze financial metrics. With a salary range of $140,000 to $185,000 total compensation, the role requires a bachelor's...$150k - $200k
A CAREER WITH POINT72’S PORTFOLIO CONSTRUCTION & ANALYTICS TEAMPoint72 is seeking an entry-level Quantitative Portfolio Analyst to join its Portfolio Construction & Analytics Team (PCAT) in the Office of the Chief Investment Officer (CIO).PCAT’s mandate is to study all...Work experience placementInternshipWork at office
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