Fixed Income Portfolio Analyst: Modeling & Insights
Jobtailor
Jobtailor in San Francisco seeks a dedicated investment support professional to assist in fixed income portfolio management, construction, and analytics. You will track market data, model rate scenarios, and help prepare reports and client materials. The role emphasizes analytical rigor, Excel proficiency, and collaboration with cross-functional teams to support investment strategies. #J-18808-Ljbffr Jobtailor
- Insight Investment is seeking a Portfolio Analyst in San Francisco to support the stable value team. You will assist in portfolio construction, risk monitoring... ...commentary. The role provides a foundation in fixed income investing with exposure to strategy allocation,...Suggested
- Support Portfolio Managers in overseeing and monitoring stable value (fixed income) portfolios Assist with portfolio construction, asset allocation analysis... ...market developments and summarize insights Develop and maintain financial models for interest rate scenarios and...Suggested
$95.55k - $115.54k
...flourish. The Senior Financial Analyst (SFA) plays a key role in... ...forecasts and budgets, and providing insights for leadership to drive... ...Develop and maintain financial models to support business decisions... ...procedures, account reconciliations, fixed asset tracking, monthly...SuggestedLocal areaMonday to Friday$100k - $150k
...philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Department Profile:The Fixed Income Division (“FID”) sits within the Institutional Securities Group (“ISG”) and is comprised of Interest Rate and Currency Products,...SuggestedContract workTemporary workWorldwide$100k - $110k
...corporate and public finance), equity & fixed income research, market making, trust services... ...is actively looking for an experienced Analyst (2nd / 3rd year) to join our team in San... ...processesConducting extensive financial modeling and perform valuation analysesAssessing...SuggestedImmediate startMonday to Friday- ...with finance and non-finance stakeholders to deliver actionable insights and maintain robust financial data. The role requires 3+ years... ...qualification experience, CPA qualification, and strong Excel modelling. Preference for experience in technology or legal services,...
- ...holistic investment ideas to support total portfolio allocation discussions and deepen share... ...performance reporting and competitive insights using AMUS tools and profiling data... ...different structures are positioned Apply fixed income expertise including bond pricing, yield...Bank staffLocal area
$70.35k - $205.8k
...with access to the most robust portfolio of capabilities and ecosystem... ...spanning business, operating model, process, people, and... ...synthesizing data to generate insights that inform strategic decision... ...products including equities, fixed income, FX, commodities and derivatives...Work experience placementLive inWork at officeLocal area- ...their health by providing daily insights and practical steps to... ...are looking for a Senior Data Analyst — Corporate Financial Reporting... ...margin, adjusted EBITDA, Net Income, Units Sold, Warranty Rate, and... ...-based platform, with dbt-modeled metrics, Unity Catalog lineage...Work at officeLocal areaRemote workFlexible hours2 days per week1 day per week
$124k - $150k
...you.We’re looking for a Senior Analyst, Strategic Finance to join... ...reporting systems, driving financial insight, and enabling stronger... ...rolling forecastsOwn first-pass modeling for quarterly sales forecasts... ...—you’re just as comfortable fixing a spreadsheet as you are...Summer workWork at office$125k
...Point72 Academy 2026 Investment Analyst Program for Experienced... ...sophisticated company analysis and modeling skills from our Academy... ...you'll work closely with your portfolio manager and team to develop a... ...before it happens and turn those insights into actionable investment...Work experience placementWork at office$145k - $155k
...and customer success at its portfolio companies. Founded in 2012 and... ...This is a 2 year, entry‑level Analyst program beginning August 2027... ...energy, provide thoughtful insights, excel in prioritization, and... ...San Francisco, CA (hybrid work model) Compensation The annual base...Full timeSummer workWork at officeWork from homeHome officeMonday to FridayFlexible hours$119.77k - $140.9k
...Compliance organization. Specifically, this position supports the Model Risk Management (“MRM”) program at the Bank. The overall MRM... ..., Cybersecurity, Economic Sanctions/OFAC, and Fair Lending. The Analyst may also interface with key stakeholders, regulators, and internal...Full timeLocal area3 days per week$110k - $135k
...financial and operating information.Performs complex financial modeling and runs valuation analysis as part of client / industry... ...tools.Skilled in creating statistical presentations.Creative, insightful, and resourceful.Strong interpersonal skills within a demanding...Full timeContract workPart timeLocal area$115k - $125k
...Job Summary:Hudson Pacific Properties (HPP) is seeking a Portfolio Management Senior Analyst, working from HPP’s San Francisco office, to assist the... ...presentations.Knowledge of Yardi accounting software and Argus modeling software preferred.Excellent communication,...Work at officeLocal area$116.2k - $229.1k
...to deliver timely, actionable insights across the enterprise.... ...carriers • Developing financial models, scenario analyses, and performance... ...of an insurance carrier income statement, balance sheet, liquidity... ...(CPA), Chartered Financial Analyst (CFA), or Certified...Local areaVisa sponsorship$98k - $122.5k
...We're looking to hire a Data Analyst to build the tools and analytics... ...behind Lyft's B2B portfolio — a multi-billion-dollar book... ...trust what comes backTranslate insights into a cohesive narrative and... ...data assets — pipelines, data models, or orchestrated tables (Airflow...Hourly payWork experience placementWork at officeLocal area3 days per week- We’re looking for a Senior Analyst, Strategic Finance to join our... ...reporting systems, driving financial insight, and enabling stronger... ...rolling forecasts Own first-pass modeling for quarterly sales forecasts... ...—you’re just as comfortable fixing a spreadsheet as you are...Home office
- Cushman & Wakefield in San Francisco, CA is seeking a Financial Analyst in Capital Markets to support transactions across product types... ...will perform pricing analysis, build and audit Excel valuation models, and compile market data with oversight from senior team...
- ...general direction of the Research Administration Manager, the PI Portfolio Analyst uses skills as a seasoned, experienced research administrator... ...research programs. Preparation and submission of fixed price or clinical trial invoices in compliance with sponsor requirements...Contract workWork experience placementWork at officeWorldwide
$120k - $170k
...Hyperscale Investment Strategy (Sr Analyst) Locations: New York, NY |... ...the growth of our hyperscale portfolio through comprehensive... ...stakeholders to gather market insights, evaluate investment opportunities... ...underwriting, financial modeling, and analysis within required...Shift work$135k - $150k
...analytically minded Senior Financial Analyst to build and scale our... ...you will develop forecasting models, support board-level reporting... ...to craft financial narratives, insights, and strategic recommendations... ...deferred revenue, inventory, and fixed assets. Help streamline...Full time$90k - $110k
...Portfolio Analyst Location US-CA-San Francisco ID 2026-1191 Position Type Full-Time Category... ...asset management. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week...Full timeWork at office$96.7k - $125.7k
...Executive Leadership teams. The Finance Center of Excellence team is responsible for standardization, best‑in‑class processes, macro insight generation, and leading continuous improvements across Finance. What you’ll do Execute toward modernization of the Finance...Minimum wageWork experience placement$114.2k - $137.04k
A leading technology firm is seeking a Senior Financial Analyst in San Francisco to join their Strategic Finance team. This role includes building financial models, partnering with BI teams to automate reporting, and conducting exploratory data analyses. With 3-6 years...- A leading technology company in California is seeking a Senior Financial Analyst, FP&A to join their Finance team. This position involves providing financial insights, supporting key business leaders, and contributing to financial planning processes. Candidates should have...
- Pantera Capital is seeking an Investment Analyst (Private Equity) to join our team in San Francisco... ...due diligence, building financial models, and performing market research. The role emphasizes rigorous analysis, portfolio monitoring, and collaboration with investment...Full time
$115.7k - $119.5k
...Senior Analyst Locations: Dallas | Chicago | Washington | Los Angeles | San Francisco... ...purpose. We work in a uniquely collaborative model across the firm and throughout all levels... ..., through contributing analysis and insights to proposals, building workshops or knowledge...Work at officeLocal area$124k - $145k
...San Francisco. About the Role We’re looking for a Senior Analyst to join our Client Insights team and play a key role in how we use data to protect... ...analytics, product, strategy, sales, and merchant success; the models, reporting, and insights created and owned by this...Flexible hours$75k - $90k
Sabre BTS is seeking a Business Analyst in San Francisco, CA, to join their Strategy & Business Modeling team. This role is essential in supporting clients through the... ...applicant will work on diverse projects, presenting insights and fostering significant transformations in...
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