Portfolio Analyst
Wyatt Partners, LLC
Portfolio Analyst role with leading middle-market private equity firm. An opportunity to work at the intersection of private equity, data analytics, AI, and operational strategy within a highly active investment environment. The role will support investment evaluation, portfolio analysis, automation initiatives, and the development of data-driven tools that improve decision-making across the business. Key Responsibilities Support investment analysis and portfolio evaluation using data-driven methodologies Assist in building and maintaining analytical pipelines, databases, and reporting infrastructure Develop dashboards and visualisation tools to support investment and operational decision-making Analyse market, company, and third-party datasets using quantitative techniques Help automate internal workflows and repetitive analytical processes Participate in the implementation and testing of new technology and AI-enabled tools Prepare presentations, reports, and analytical materials for internal stakeholders Contribute to the firm’s broader data, technology, and AI initiatives Candidate Profile Degree in Computer Science, Data Science, Finance, Information Systems, Engineering, or a related discipline 2+ years’ experience in areas such as: Investment Banking Private Equity Analytics Data Engineering Software Engineering Consulting or Transaction Analytics Strong quantitative and analytical capabilities with excellent attention to detail Experience with programming languages/tools such as Python, SQL, R, Java, or Typescript Interest in AI, automation, data modelling, and visualisation technologies Interest in financial markets, M&A, and investing Strong communication and collaboration skills Ability to operate effectively in a fast-paced environment A rare opportunity to join a high performing investment platform where analytics, technology, and AI are becoming increasingly central to investment strategy and operational value creation. The role offers exposure to private equity investing, modern data tooling, and real-world AI implementation within a sophisticated financial environment. #J-18808-Ljbffr
$80k - $85k
...Portfolio Operations Analyst Nautilus Solar Energy’s Portfolio Operations Analyst will be responsible for supporting the management and operations of Nautilus’ generating portfolio. Using web-based monitoring tools, the Portfolio Operations Analyst will ensure Nautilus...SuggestedTemporary workFor contractorsRemote workWeekend work$60k - $70k
...Investment & Trading team, you will be part of a firm that’s reimagining investment in secondary markets. Job Description: As a Portfolio Analyst at Access Analytix, you'll play a crucial role in optimizing profitability across our portfolio of event tickets. This...SuggestedWork experience placementWork at officeMonday to FridayFlexible hoursWeekend workAfternoon shift$114.5k - $194.7k
...we serve the world's most sophisticated clients using leading technology and exceptional service. Role Overview: The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi-asset investment strategies across...SuggestedFlexible hours$70k - $90k
...Portfolio Management Analyst This is an exciting opportunity to join a collaborative and supportive Investment team. Your role will be to support portfolio management and related client service activities for discretionary investment accounts. You will be an integral...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours3 days per week- ...Portfolio Management Analyst, Chicago, IL We are seeking a motivated Portfolio Management Analyst team player with technical aptitude and market awareness to support the operation of an automated trading system in Chicago. The qualified Portfolio Management Analyst...SuggestedWork experience placementVisa sponsorship
$35 - $40 per hour
...– Investments PGIM: 2027 Private Credit, Summer Investment Analyst Program Locations: Newark, NJ; New York, NY; Atlanta, GA; Chicago... ...models Writing investment recommendations Conducting portfolio and credit monitoring Preparing marketing materials Benefits...Hourly paySummer workSummer internshipMonday to Friday- ...Aon is looking for an Investment Performance Analyst in Chicago, IL Responsibilities An IC Performance Analyst uses technical, analytical... ...Balances financial account statements for clients investment portfolios. Audits rates of return and reconciles discrepancies of...Work at officeWorldwide
- ...problems, persistence, loyalty, hard work, and a singular focus on client objectives. Position Summary Bradford Allen is seeking an Analyst to join our team. This position offers the rare opportunity to work across a variety of real estate investment functions such as...Contract workFlexible hours
- Northern Trust in Chicago is seeking a client service professional for Alternative Asset Services to act as the primary contact for client relationship managers on inquiries related to alternative investments. You will monitor data, prepare analyses, and help ensure valuation...
- Ethos is seeking experienced analysts to train AI on professional presentations and slide decks. Remote, 5-20 hours weekly, ASAP start. Compensation is $100/hour for 3+ years hedge fund or asset manager experience, focusing on crafting and refining investment decks and...Immediate startRemote workFlexible hours
$100k - $150k
Focus Partners in Chicago, Illinois, is hiring a Research Analyst to join the Manager Research team. This role involves sourcing, evaluating... ...managers, focusing on actionable insights to support portfolio management. The ideal candidate will have 2+ years of investment...Work at officeRemote work$75k - $85k
...investments group in its Chicago headquarters office as an Investment Analyst supporting the debt and equity platforms. This team member will... ...materials for business plan updates and dispositions Asset and Portfolio Management Maintain financial models post-closing; update...Full timeWork at office$75k - $100k
Job Overview Corient is seeking a Financial Planning Analyst to support high‑ and ultra‑high‑net‑worth clients with comprehensive financial... ..., and charitable requests. Prepare and review investment portfolio recommendations for prospects and clients. Collaborate with senior...Temporary workWork at officeFlexible hours$80k - $95k
We are looking for a Fund Analyst to join our team! You will be responsible for preparing and analyzing financial records for our company. About the Company An established financial services firm Invests in emerging and established businesses across various industries...$80k - $110k
Position: Governance & Investment Review Board (IRB) Analyst Location: St. Louis, MO Job Id: GIRB-26-025 # of Openings: 1 About the Opportunity Are you a tech enthusiast who loves solving complex problems? Do you have a keen eye for detail and excellent...Temporary workFlexible hours$75k - $100k
...such as wires, journals, account openings, charitable requests and other custodian specific items.* Prepare and review investment portfolio recommendations for prospects and clients.* Collaborate with senior team members to develop comprehensive financial plans that align...Permanent employmentTemporary workWork at officeFlexible hours- ...maximize the long-term value of the endowment and support the University’s future.**Job Summary**The Office of Investments is seeking an Analyst to join our collaborative operations team, working alongside pothers who value intellectual curiosity and teamwork. We welcome...Work experience placementWork at officeRemote work
- IMRF in Oak Brook, IL seeks an Investment Officer-Public Markets to lead public markets strategy across US/International equities and fixed income. You will evaluate managers, perform due diligence, and report to the Managing Investment Officer. Ideal candidates bring ...
$79.6k - $100k
...to a quickly evolving environment Ability to influence well and negotiate skillfully Desired Skills Commercial credit lending and portfolio management experience Knowledge of GCB (Global Corporate Band)/GIB (Global Investment Bank) environment, organizational alignment,...Shift workDay shift- Bristlecone Companies is seeking an Investment Lead in Chicago to manage the acquisition process. You will partner directly with the CEO, leading due diligence, and building effective relationships throughout the investment process. The ideal candidate has 4-7 years of...
- ...an Assistant Vice President for CPM Content Specialist to create and manage investment content and client communications, turning portfolio insights, market developments and performance data into clear, accurate materials for clients and prospects. You will lead recurring...
$52.3k - $89.5k
...to help patients achieve better, faster outcomes — as we Advance Human Ability, together. Job Description Summary The Financial Analyst I assists with performing professional financial analysis to support optimal decision-making for the organization. Responsible for...Full timeWork at office$57.5k - $106.5k
...6 Address: 320 S Canal Street Job Family Group: Finance & Accounting Develop, maintain, and enhance executive dashboards and portfolio scorecards that monitor US De Novo performance against approved business cases, capital investment objectives, strategic growth targets...Contract workPart timeLocal area- ...Job Description We are seeking an experienced Analyst to join our industry-leading Mid-Cap team. Job Summary As an Analyst in Mid Cap, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global...Work experience placement
- ## Investment Analyst SeniorApplylocations: NSO 1301 Central St Corporate Office Evanston: NCO 3060 Salt Creek Ln Arlington Heights: NCO... ...of investment managers, which includes investment performance, portfolio holdings, investment terms and written assessments. Support...Hourly payFull timePart timeWork at officeMonday to Friday
- ..., is seeking a highly motivated and detail-oriented Investment Analyst Intern to join our growing team. This internship is a unique opportunity... ...in CRM databases while supporting the creation of reports for portfolio analysis. Assist in Portfolio Company Support: Use your...InternshipWork at office
$127.5k - $160k
...Inflation Sensitive and Diversifying team is designed to improve portfolio resilience by pairing inflation protection with return streams... ...**The Office of Investments is seeking a Senior Investment Analyst to join our collaborative investment team, working alongside portfolio...Work experience placementWork at officeRemote workShift work$116.98k - $125.27k
...copulas and marginal distributions (5%). Strong understanding of portfolio variance decomposition and the ability to impose diagonal... ...to capture bottom‑up risk information from Morningstar equity analysts (5%). Remote work requests will be considered consistent with...Temporary workFixed term contractWork at officeRemote workFlexible hours- ...one of the most active and well-capitalized REITs in senior housing and healthcare real estate that is seeking a Senior Investment Analyst to join its growing and high-performing Investment Team. This is a unique opportunity for a detail-oriented, analytically minded individual...
- ...Northwestern University is searching for an Investment Operations Analyst to join its Investment Office. We are looking for an individual... ...real assets funds within Northwestern University’s investment portfolio. This person will also engage on the support of data analytics,...Work experience placementWork at office
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