Portfolio Management Analyst
$95k - $125kMitsubishi UFJ Financial Group
Analyst, Asset Based Finance - Portfolio Management | Mitsubishi UFJ Financial Group The Tone: This is a full-time role at Mitsubishi UFJ Financial Group (MUFG), located in an MUFG office or client sites four days per week and remote one day. MUFG is a leading global financial group striving to make a difference for clients, organizations, and communities. This role is crucial for the Asset Based Finance group, responsible for the ongoing oversight of a portfolio of asset based lending clients across the US. The Analyst plays a key role in evaluating creditworthiness, monitoring collateral, and supporting efforts to grow revenue. The TL;DR Role: Full Time Type: Hybrid Location: Hybrid - MUFG office or client sites Pay: $95000-$125000 yearly Team: Portfolio Management function within MUFG's Asset Based Finance group Mission: Evaluate client creditworthiness, monitor collateral, and support revenue growth for asset based lending clients. Tech Stack: MS Word, Excel, PowerPoint What You'll Actually Do Monitor financial performance and collateral adequacy by evaluating borrowing base components and assessing liquidity levels. Prepare detailed written credit analyses and applications, including evaluation of loan purpose, structure, and risk factors. Contribute to revenue and return growth goals by collaborating with portfolio officers, RMs, and origination staff to enhance client relationships and cross-sell opportunities. Assist with closely monitoring troubled credits, recommending appropriate courses of action and participating in strategy reviews regarding performance and exposure. Support the management of bank groups as an agent, addressing client needs, structuring solutions, negotiating terms, and managing bank group communication. The Must-Haves Background: Bachelor’s degree, ideally with a business major, pursuing a career as a corporate finance professional with a credit and analytical background. Experience: Minimum of 1 year of relevant corporate financial analysis experience; specific experience in asset-based lending is a plus. Skills: Strong written and interpersonal communication skills, financial modeling and analytical skills, excellent analytic and quantitative skills. Bonus: A CFA Level 1, 2 or 3 or an MBA; some background with loan documentation; completion of a formal credit-training program at a major bank. #J-18808-Ljbffr
- ...scale, creating a rare opportunity to join a firm that's already managing tens of billions while still operating with the speed,... ...you'll be embedded in the investment process; working alongside portfolio managers and senior investors to help turn ideas into implemented...Suggested
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...Job Overview Job Title: Portfolio Management Analyst Company: Initio Capital Location: Hybrid | New York, NY, United States Employment Type: Full-time, Part-time, Contract, Temporary, Internship, Casual Details Location: New York, NY Employment Type: Full-Time Estimated...SuggestedFull timeContract workTemporary workPart timeCasual workInternship- ...held institutional real estate investment manager with a longstanding history of investing... ...across a diversified real estate portfolio. It is recognized for its focus on long-... ...and industrial. This is a collaborative analyst position working across multiple portfolios...SuggestedWork at officeLocal area
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...About Man Group Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated... ...30 June 2026 Position Responsibilities We are seeking an Analyst to join our Portfolio Management group for a rapidly growing private credit...SuggestedLocal areaFlexible hours- Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. Requirements Experience in solar, clean energy, or consumer financial products Exposure to tax equity, securitization, or other structured finance products Proficiency...Suggested
- ...to our proprietary platform, financing, customer management tools, and milestone submission systems. Our portfolio of solar lease, PPA, and battery storage products... .... Summary of Role The Portfolio Management Analyst on the Capital Markets team will own the reporting...Local areaShift work
$145k - $185k
...Job Description Job Description Job Summary Portfolio Management Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Portfolio Management Analyst – Initio Capital Location:...Full timeContract workTemporary workPart timeCasual workInternship- Are you interested in portfolio management and investment strategies? In Asset Management Investments, you will work alongside portfolio managers, traders, research analysts, marketers, and client advisors to develop and execute investment strategies for a diverse range...Full timeTemporary workImmediate startVisa sponsorship
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Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates... ...The Investment Management Summer Analyst Program is a 10-week program beginning in... ...fund platform. The team works closely with portfolio managers, product development, capital...Hourly payFull timeTemporary workSummer workWork at officeWorldwide- ...Description Job Description Investment Banking & Asset Management Analyst Career Launch AI Talent Network Location: New York, NY... ...banking transaction exposure with asset management analytics and portfolio support . More information is available at careerlaunch...Full timeInternship
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- Simmons & Hanbury, a leading global investment management firm, is seeking an Investment Management Legal Analyst to join its Legal & Compliance team in New York. This role emphasizes collaboration across legal, compliance, and investment teams while working on investor...
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...message the job poster from Mission Staffing Our client, a well-established investment manager in Midtown, NY, is seeking to hire a Performance and Composite Analyst for their Portfolio Reporting Team. Responsibilities of this position include assisting with data...Contract workPart timeWork experience placement- ...Job Description Join our team of industry experts to manage risk for our global businesses and collaborate with professionals across... ...Angeles, CA Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset...Summer workInternshipWork at officeImmediate startVisa sponsorship
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...being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.Equitable Investment Management Group is seeking a Senior Portfolio Analyst to join the Portfolio Analytics team. This role plays a critical part in investment manager oversight, portfolio...Full timeContract workTemporary workLocal area2 days per week3 days per week$100k - $120k
Our client is a leading manager 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...Work at officeRemote work- 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 following ways:Assist Portfolio Managers in managing complex aspects...WorldwideFlexible hours
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Portfolio Pricing and Valuations AnalystThe successful candidate will help maintain and enhance internal system infrastructure focusing... .... Prepare performance attribution reports for senior management, highlighting the primary PnL drivers and running ad-hoc detailed...Work at office$120k - $130k
...control or minority-investment transaction.Job DescriptionFinancial Analysts in the Business Services Group support investment banking... ...and execute M&A transactionsPrepare confidential memoranda, management presentations, marketing pitches, and other presentationsAssist...Full time$100k - $120k
...Mission Staffing Investment Firm in New York is looking to add a Portfolio Analyst to their team! They're in the office 3x a week. This role is... ...portfolio. The role will collaborate closely with senior management, global investment teams, fundraising, accounting...Full timeWork at office$80k - $90k
...Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services... ...to the Managing Director, Investment Solutions, the Client Portfolio Analyst supports portfolio construction, investment research, and...Permanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours$83.5k - $100.2k
..., New York Shift Day (United States of America) Description Portfolio Analyst NYP is one of the largest and most comprehensive healthcare... ...Portfolio Analyst is responsible for a wide range of prospect management tasks including pipeline development, portfolio optimization...Work at officeShift work- ...The Portfolio Analyst is a new and critically important role at The Tepper Foundation. The Portfolio Analyst is responsible for conducting... ...join a growing and mission-driven team. The Portfolio Analyst will report to the Managing Director of Portfolios. #J-18808-Ljbffr...
$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... ...limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Compensation: $50.00/hr - $60.00/hr...Hourly payFull timeContract workPart timeRemote work$120k - $150k
...Series 7 Required Wall Street Alliance Group is a growing wealth management and financial planning firm with approximately $1.4 billion... ...and financial planning. We are looking for an experienced Portfolio Analyst to join our investment team. This is a hands-on role with...Full time- ...delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies... ...plan Job Description We are looking for our next Client Portfolio Analyst (CPA) to join our Investments, Strategy & Development team in...Flexible hours
$140k - $185k
...About This Posting This job description represents a sample Portfolio Operations Analyst position commonly found through the Career Launch AI... ...Actual openings may vary based on employer type (e.g., asset managers, private equity firms, venture capital funds) and investment...Full time$140k - $185k
...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... ...for those looking to gain exposure to portfolio management and valuation processes in a collaborative, data-...$160k
...with a global investment firm that is actively seeking a Portfolio Monitoring Analyst to join their New York office. This role will support the... ...with senior leadership of Portfolio Companies, working with management teams on performance trends and KPIs Preparation of...Full timeWork at office
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