Portfolio Analyst: Asset Strategy & Market Insights
Work180
A financial services firm in Springfield, Massachusetts, seeks a Portfolio Analyst to analyze investment portfolios and provide asset allocation recommendations. The role involves collaboration with Asset Managers and supports effective client relationships by delivering detailed portfolio analysis. Applicants should demonstrate strong communication skills, a keen attention to detail, and experience with various investment vehicles. This position plays a crucial role in maintaining team efficiency and actively contributes to investment decisions and operational strategies. #J-18808-Ljbffr Work180
$85k - $117k
Portfolio Analyst Lenox Advisors brings together sophisticated solutions in... ...will work closely with our Asset Managers and the SVP of Asset... ...asset allocation and market updates while performing due... ...analysis to show before and after strategy implementation and Monte Carlo...Asset- ...and implement a talent acquisition marketing and employer branding strategy to attract high-quality applicants.... ...developing marketing content and campaign assets Week 3-22 Digital Advertising... ...Research trends and competitive insights Week 3-22 Continuous...AssetMinimum wageFull timeContract workTemporary workTraineeshipWork experience placementRemote work
$154.4k - $242.55k
...Commercial Engagements & P2P Strategy, offers a unique opportunity... ...developing and executing strategic marketing plans for educational... ...booth design, digital and print assets, presentations/content, and engagements... ...Boards to gather actionable insights that inform brand strategy...AssetMinimum wageFull timeTemporary workFor contractorsWork at officeLocal areaNight shiftWeekend work- NFP Corp seeks a Portfolio Analyst in Springfield, MA. The successful candidate will work with Asset Managers on analyzing clients' portfolios and providing asset allocation recommendations. Responsibilities include performance analysis, participating in product committees...Asset
$80 - $87 per hour
...As an Investment Allocation Analyst, you will be part of the investment... ...decisions align with the portfolio management objectives and are... ...over $200 billion dollars in assets across its General Investment... ...and credit rate specific strategies, adopting emerging technologies...AssetWork experience placement- ...be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client... ...banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including...AssetLocal areaFlexible hours
$108k
...Job Title: Vice President for Sales and Marketing Reports to: President and CEO FLSA... ...sales, business development, marketing strategy, and customer engagement to ensure revenue... ...of all print and electronic branding assets such as letterhead and logos. Updates style...AssetLocal area$85k - $127k
...New England’s Internal Market Monitoring (IMM) group... ...an Impact As an IMM analyst, you will support the... ...You will gain unique insights into the capital and operating... ...structures across the asset life cycle is... ...evaluate market participant strategies from a profit‑...AssetH1bRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursWeekend work3 days per week- ...integral member of the Marketing Team, the Digital... ...comprehensive digital content strategy across social media... ..., opportunities, and insights with the Advancement team... ...optimized multimedia assets and support basic... ...production and editing skills (portfolio required) §...AssetCasual workAfternoon shift
$100k - $125k
...temperature and flexing conditions. Primary markets include aerospace, chemical, petro-... ...to management, major corporate economic strategies, objectives, and policies for company.... ...depreciation rates to apply to capital assets. ~ Advises management on desirable operational...AssetFlexible hours- ...Partnerships Engagement Strategy by: Driving quality... ...Utilising an Asset Based Community Development... ...groups Working with our Marketing and Communications... ...relationships with a portfolio of wider services / organisations... ...feedback and insight Accessibility Cultural...AssetContract workFor subcontractorWork at officeLocal areaFlexible hoursDay shiftAfternoon shift
$128k - $168k
...accurate, timely completion & insightful external & internal reporting... ...to investment & related assets & liabilities Leadership and... ...stakeholders for cohesive reporting strategy for the Controller & CFO... ...\ annual closes Monitors, market, industry and peers' trends in...AssetFull time- ...our growing data security company as a Marketing Design Intern. In this role, you'll support... ...an excellent opportunity to build your portfolio while gaining experience in the... ...maintaining brand consistency across all visual assets Support the development of presentation...AssetRemote jobSummer workInternshipSummer internshipFlexible hours
$72.28k - $108.16k
...achieve their goals related to asset accumulation, preservation,... ...Identifies opportunities within your portfolio and network to refer business... ...to travel within assigned market to meet prospects, clients... ...the Bank's Customer Service Strategy Considers the impact of...AssetWork at officeLocal areaWork from homeFlexible hours- ..., Advisor Consultant to represent its investment portfolios and service assets within the intermediary market. The successful candidate will be responsible for... ...market, and the ability to communicate investment strategies and performance effectively. The Vice President,...AssetRemote work
$61.88k - $92.56k
...including income, cash flow, assets and liabilities, analyzes and... ...regarding investment and insurance strategies and products, and recommends... ...analysis, financial markets, financial goals, investment... ...Identifies opportunities within the portfolio and network to refer business...AssetTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...growing an ambitious Market Management &... ...Lead Commodities Analyst to help shape the... ...Members’ power supply portfolios. This role goes beyond... ...influence market strategy, optimize... ...risk parameters. Asset Optimization & ISO... ...with accuracy and insight. Serve as backup...AssetTemporary workLocal areaRemote work
$61k - $119k
...education, skill‑building, and development strategies you need to be successful in building a... ...that focuses on: Planning Experience · Asset & Income Protection · Education Funding... ...purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance...AssetFull timeContract workFor contractorsWork at office- ...The Business Analyst, Pricing and Underwriting , is responsible... ...are our most valuable assets. We actively seek and... ...queries to produce actionable insights for pricing and business strategy. Analyze pharmacy... ...strategies in response to market changes to ensure...AssetFull timeTemporary workWork at officeRemote workWork from home
- ...Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial... ...Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life...AssetFull timeInternshipWork at officeWork from homeVisa sponsorshipFlexible hours
$25 - $38.46 per hour
...client base with up to $2M in investable assets. The PCB helps new and existing clients... ...managing their finances, including investment strategies, retirement planning, and tax... ...financial needs. Staying updated with market trends and analyzing market conditions to...AssetHourly payWork experience placementDay shift- ...and performance of the FAs in an assigned market/territory. Responsibilities include... ...assigned region/territory market.* Provides insights to local competitive intelligence and market... ...plan proposals along with sales volumes, assets and revenue growth within assigned...AssetCasual workLocal area
$115k - $145k
...Overview As an experienced Analyst, you will play a central role at Cornerstone Research... ...phases of a project-from developing case strategy to conducting complex analyses to preparing... ...Analyzing large datasets; Examining market and industry behavior; Conducting research...Full timeWork experience placementLocal area- ...accounting practices. • Present financial insights, project updates, and collaborative... ...Collaborate with internal teams (e.g., marketing, inventory, logistics) to support growth... ...promptly. • Maintain and update fixed asset records. • Manage cash flow and bank balances...AssetContract work
$144.8k - $190k
...Modeling Center of Excellence—the team powering enterprise-wide insights across FP&A, ALM, ERM, Treasury, and Capital Management. You'll... ...will influence how risk is evaluated, capital is deployed, and strategy is set. This is a high-visibility, high-impact role for an...Temporary work$23.83 per hour
...the Patriot Act, and the Office of Foreign Assets Control. Requirements Position... ...with knowledge of credit union systems (Insight, etc.), Word and Excel. Education/Certifications... ...commonly require shorter discussions. Salary Description Market Value $23.83AssetDaily paidFull timeWork at office$90.5k - $118.7k
...Capital Transaction Analyst Full-Time Boston, MA or Springfield... ...position Developing strategies to manage regulatory capital,... ...making: Provide valuable insights to the broader Treasury team,... ...leaders on use of our surplus assets and potential capital optimization...AssetFull time$33.65 - $38.46 per hour
...industrial in front of the meter asset programs and efforts. Along... ...is located. Work with analyst team to determine when to call... ...demand response programs and strategies to allow member utilities to... ...Management, or other competitive market driven utility programs,...AssetHourly payFor contractors- ...television advertising. Implements strategies to consistently grow revenue and... ...& Skills : Bachelor’s degree in Marketing, Advertising or Mass Communications,... ...stake in TV Food Network. The Company’s portfolio of digital assets, including its local TV station...AssetWork at officeLocal area
- ...Proficient in all areas of secondary market loan servicing, including but not limited... ...Secrecy Act, including the Office of Foreign Assets Control (OFAC) and Financial Crimes Enforcement... ...time constraints Experience with COCC Insight system preferred Proficiency in MS...AssetLocal areaFlexible hours
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