Senior Investment Analyst: Portfolio Strategy & Research
Matthias Private Wealth
Matthias Private Wealth, LLC in Winter Park, FL, is seeking an Investment Analyst or Senior Analyst to support portfolio management across asset classes. You will perform security and manager research, build financial models, monitor portfolios, and prepare investment reports for the investment committee. This on-site role collaborates with advisors and client service teams to address client investment needs, respond to ad hoc requests, and contribute to our holistic family office approach for #J-18808-Ljbffr Matthias Private Wealth
$117.08k - $140.5k
...Senior Fuel Portfolio Analyst OUC - The Reliable One, is presently seeking a Senior Fuel Portfolio Analyst to join the Fuel Services division... ...the ability to manage complexity while influencing fuel strategy and process improvements across the organization. This role...SeniorFull timeInternshipLocal areaVisa sponsorshipWork visaAfternoon shift- ...Middle Market team. You will lead credit decisions, develop client relationships, and support new money originations while managing portfolio risk across the state. Join a high-performing group that emphasizes strategic input, data-driven decision making, and...Senior
$90k - $110k
...AllGen Financial Advisors, we believe investment excellence and meaningful impact... ...live abundantly. We’re looking for a Senior Investment Analyst who shares our passion for... ...management process through in-depth research, portfolio monitoring, and implementation support...Senior- ...-family office that provides investment advisory and comprehensive family... ...-time, on-site Investment Analyst or Senior Analyst role based in Winter... ...FL. The analyst will support portfolio management by performing security and manager research, building and maintaining financial...SeniorFull timeWork at office
$88.8k - $121.9k
...Sr. Portfolio Management Analyst At Disney Experiences Technology, our team creates world-class immersive digital experiences for the Company's premiere vacation brands across Disney's Parks & Resorts worldwide. The Disney Experiences Technology team is responsible...SeniorWork experience placementWorldwideShift work- ...Portfolio Analyst Location: Hybrid in Orlando FL The Portfolio Analyst must be able to elicit, track, and manage cost planning for specific projects. Includes collection of business and user needs, accrual reporting, forecasting, invoice tracking, and client tracking...
$65 - $71 per hour
...Portfolio Analyst We are seeking a Portfolio Analyst to elicit, track, and manage cost planning for specific projects. This role involves the collection of business and user needs, accrual reporting, forecasting, and invoice tracking. The position will also support...Hourly payContract workRemote work$106.7k
...REQUISITIONOracle EPM FCC/FP&A Senior... ...interest in working with a diverse portfolio of clients across multiple industries... ...identifying and implementing strategies to obtain new work or clientele... ...company 401(k) savings and investment plan with an employer match...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...well as credit decisioning within some portfolios. Accountable for recommending credit structures... ...philosophy, risk appetite, and lending strategies are adhered to while maintaining a high... ...legal counsel, financial advisors, investment bankers, and other vendors involved in...SeniorFull timePart timeWork at officeShift workNight shiftDay shift
$178k - $307.05k
...Innovative Medicine is recruiting for a Senior Director, Workforce Strategy & Operational Excellence located in... ...to support business growth, portfolio expansion, regulatory compliance and... ...redesign, training, and technology investments to improve impact on the patient/provider...SeniorFull timeLocal areaImmediate startFlexible hours- ...Senior Portfolio Manager located in Orlando Florida charged with the day-to-day implementation of policies, procedures and programs that will assure a well-managed, well-maintained building, placing maximum emphasis on positive response to the concerns and needs of the...SeniorContract workTraineeshipWork experience placement
- ...markets are served through a powerful portfolio of iconic and innovative brands,... ...GolfPass. Job Description The Senior Analyst, Growth Strategy & Business Development will play an... ...in a highly analytical role (e.g. investment banking, consulting, corporate...SeniorFull timeWork at officeLocal area3 days per week
- Rollins College is seeking a Senior Director of Web & Digital Marketing to lead a four-person team overseeing web development, digital strategy, paid media, and social media. The role shapes the College’s digital ecosystem, including CMS, SEO/AEO, accessibility standards...Senior
- Nemours is seeking a Senior Research Technologist to join our team.The Senior Research Technologist leads, oversees, and independently sets... ...help every child thrive. Inclusion and belonging guide our strategy and growth. We are committed to culturally relevant care,...SeniorTemporary workLocal area
- ...Trust Company provides investment management, trustee,... ...serve as an Investment Analyst. The ideal candidate will... ...retention in client portfolios Ability to condense... ...clients Conduct investment research and analysis on... ...trivergenttrust.com. Seniority level: Entry level Employment...Full timeWork experience placementWork at office
- ...Investment Analyst At Cortland, we operate with a forward-thinking approach that challenges... ...reports, and more Report property and portfolio valuations of real estate assets,... ...accurate reporting Conduct market research that will allow you to analyze supply/...Work at office
- 4 Corner Resources is hiring a Senior Financial Analyst. This hybrid role offers the chance to play a key part in forecasting, budgeting, and reporting... ...directly with business leaders to shape financial strategy. Senior Financial Analyst Responsibilities: Facilitate...SeniorWork at officeRemote work
- Waste Pro USA in Longwood, FL is seeking a Senior Financial Analyst to own capital tracking, annual budgeting segments, and post-closing synergy analysis within our corporate office. You will collaborate with Divisional, Regional and Corporate teams to analyze trends and...SeniorWork at office
- ...Job Description Summary As a Senior Financial Analyst working for Taylor Morrison you will be responsible for Division's financial policies... ..., tax, and treasury. Will assist in creating functional strategies and specific objectives for the departments and develop budgets...SeniorFull timeWork at officeFlexible hours
$172.34k - $233.17k
...lasting impact on the lives of patients as we research, manufacture, and deliver innovative... ...patients while transforming your career.Senior Medical Science Liaison - Obesity -... ...executing Amgen Medical function and product strategy as led by MSL Leadership, with the goal...SeniorFull timeFlexible hours$77k - $99k
...contributions of team members. Executing the Sales and Marketing Strategy • Up-sells products and services throughout the event... ...with Marriott Hotels. In joining Marriott Hotels, you join a portfolio of brands with Marriott International. Be where you can do...SeniorFull timeWork experience placement$184k - $276k
...therapeutic options. We have a diverse portfolio of marketed medicines, including leading... ...science-driven approach powers pioneering research and development advancements across our... ...information.Job DescriptionAbout the role:The Senior Medical Science Liaison (Sr MSL) is a...SeniorFull timeWorldwideFlexible hours$115k - $200k
...role will support credit risk management of the Travel Cobrand portfolios. You will be responsible for Credit Risk reporting and... ...facilitate informed decisions Be a leader in driving enhanced strategies, using champion/challenger leanings to manage credit and fraud...Full timeWork experience placementWork from homeVisa sponsorshipWork visaMonday to Friday- ...Partner for Finance & Accounting Searches | Building… The Senior Financial Analyst directly supports decision making on various financial and... ...to issues and/or decisions facing the company and proposes strategies to maximize financial performance of the company. This...SeniorFull time
- Position Summary The Senior Financial Analyst will be responsible for predictive, financial analysis... .... Direct reports to the Director of Strategy and Analytics. Duties and Responsibilities... ...disciplines including: Operations Research, Statistics/Mathematics, Finance,...SeniorTemporary work
- Join to apply for the Senior Financial Analyst role at MasterCorp, Inc. At MasterCorp, Inc., we provide exceptional... ...insights and support operational strategies. Assist in evaluating new business opportunities and investments by providing financial due diligence and scenario...SeniorWork experience placementLocal area
$89k - $116.6k
...opportunity. Implements the brand’s service strategy and applicable brand initiatives in all... ...expenses, and providing a return on investment for the owner and Marriott International... ...joining Renaissance Hotels, you join a portfolio of brands with Marriott International....SeniorFull timeContract workWork at officeDay shiftAfternoon shift- ...Senior Financial Analyst CHEP helps move more goods to more people, in more places than any other organization on earth via our 347 million... ...role Adaptability Empathy Experimentation Finance Strategy Financial Analysis Financial Forecasting Financial...SeniorLocal area
- ...Join a well established team who is invested in your growth, development and... ...Details Job Details: As a Senior Financial Planning & Analysis Analyst, you will be a key player in driving the financial performance and strategy of our engineering firm. Your role...SeniorLocal area
- ...re looking for exceptional individuals to help lead the way. This is more than a role; it’s a rare opportunity to shape financial strategy, influence decisions that directly impact company growth, and redefine how Finance partners with leaders across the organization....SeniorDaily paidLocal areaFlexible hours
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