Portfolio Analyst
The Tepper Foundation - New York, NY
Responsibilities The Portfolio Analyst is a new and critically important role at The Tepper Foundation. The Portfolio Analyst is responsible for conducting landscape research and analysis on topics that align with the foundation’s strategic goals, supporting the due diligence of organizations being considered for grants, and aiding in the foundation’s efforts to assess the overall impact of grants. This position requires exceptional research, analytical, and writing skills, along with a deep understanding of the nonprofit landscape. The Portfolio Analyst will help drive informed decision-making and will play a critical role in improving the foundation’s grantmaking strategies. This is a unique opportunity for a motivated professional to join a growing and mission-driven team. The Portfolio Analyst will report to the Managing Director of Portfolios. #J-18808-Ljbffr The Tepper Foundation - New York, NY
- ...Strategy & Development team is a fully integrated team of Client Portfolio Managers (CPMs) created to support and service our investment... ...management and distribution teams. Job Purpose: The Client Portfolio Analyst (CPA) is responsible for developing and updating customized...SuggestedFull timePart timeWork at officeFlexible hours
$100k - $120k
...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 quarterly valuations for existing...SuggestedWork at officeRemote work- We’re seeking a future team member for the role of Senior Associate, 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...SuggestedWorldwideFlexible hours
$70k - $105k
...are seeking a highly motivated and talented Investment Strategy Analyst to join our dynamic team. As an Investment Strategy Analyst at... ...performance analysis, risk measurement, strategy testing and portfolio construction issues. * Prepare custom research and analysis for...SuggestedFull timeInternshipWork at office$145k - $185k
A financial services firm is seeking a Portfolio Investment Associate based in New York, NY. The role encompasses responsibilities around portfolio management and investment analysis, tailored for early-career to mid-level professionals. Candidates should have a strong...Suggested- Community Financial System, Inc. (CFSI) seeks a candidate to support the Investment Policy Committee with portfolio research and financial modeling. The role involves evaluating funds, ETFs, and fixed income while preparing reports and presenting insights to internal teams...
$130k - $160k
...hybrid office/remote work environment, and this position is located in our New York, NY office.Equitable is looking for a Portfolio Compliance Analyst to join our team. The Equitable Investment Management (EIM) Portfolio Compliance team oversees compliance with...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week$125k - $175k
...Investment Advisors (RIAs) in the country. Position Overview: Quantinno is seeking a highly motivated and detail-oriented Portfolio Management Analyst to join our fast-growing firm. The Portfolio Management team is responsible for executing investment decisions and...Work at office$70k - $90k
...Description This is an exciting opportunity to join a collaborative and supportive Investment team. Your role as a Portfolio Management analyst will be to support portfolio management and related client service activities for discretionary investment accounts. You...Temporary workWork experience placementWork at officeLocal areaFlexible hours3 days per week$100k - $110k
...how we process your data, please see the privacy notice for applicants here. Position Responsibilities We are seeking an Analyst to join our Portfolio Management group for a rapidly growing private credit asset manager. This individual’s main focus will be monitoring the...Local areaFlexible hours- ...world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.Job DescriptionManager, Portfolio FinanceLocations: Palm Beach Gardens, FL | New York, NY | London, UK | HybridSS&C, through our partnership with Lighthouse...Ongoing contractFull time
$150k - $200k
A CAREER WITH POINT72’S PORTFOLIO CONSTRUCTION & ANALYTICS TEAMPoint72 is seeking an entry-level Quantitative Portfolio Analyst to join its Portfolio Construction & Analytics Team (PCAT) in the Office of the Chief Investment Officer (CIO).PCAT’s mandate is to study all...Work experience placementInternshipWork at office$55k - $76k
...About the Position We are seeking a detail-oriented and proactive Analyst to join our growing investment team. This hybrid role blends... ...level agreements Process trade instructions and system-recommended portfolio rebalances Review proposed trades for accuracy, submit to...Full timeLive inImmediate startRemote work- ...Life Investment Management (NYLIM) is seeking to add an Investment Analyst to its Global Fixed Income Group - High Yield Corporate Credit Team. Current HY/LL assets under management in the Group’s portfolios is approximately $25 billion and growing. Portfolio strategies...Local area
- ...impactful investment strategies for high-net-worth clients in a hybrid setting. Collaborate with institutional teams to deliver tailored portfolio solutions. Advance your expertise in asset allocation and global economic trends.Job DescriptionOverviewDrive wealth investment...Remote work
$110k - $185k
...investments spaces. The GIMA team engages with a broad array of investment managers to identify high quality strategies for portfolios.The investment analyst will provide support to the team’s investment officer, focused on fixed income investment strategies available across...Temporary work- Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are...Work at office
- ...that evolution. Rather than sitting in a purely operational seat, you'll be embedded in the investment process; working alongside portfolio managers and senior investors to help turn ideas into implemented portfolios. You'll gain exposure to how capital is allocated, how...
$145k - $185k
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...Full timeContract workTemporary workPart timeCasual workInternship- 2026 Portfolio Management Summer Analyst - Starwood Capital, New York, NY. Starwood Capital Overview Starwood Capital Group is a private investment firm focusing on global real estate. Since 1991, the firm has raised over $80 billion of capital and now manages approximately...Full timeSummer workInternshipSummer internship
$110k - $130k
...across the Americas, Europe, and Asia.Job Summary:Greenhill’s New York based Investment Banking group is seeking an Investment Banking Analyst to join its M&A team. This group works across industry sectors and primarily focuses on M&A transactions.Greenhill Investment...Full timeH1b$150k - $225k
...both our issuing and investing clients forward.Corporate Credit Portfolio Group The Corporate Credit Portfolio Group manages Goldman’s... ...the portfolio and is great for an experienced credit research analyst with a strong skillset in credit analysis / investment skills who...Full timeTemporary workPart time$160k
We are working with a global investment firm that is actively seeking a Portfolio Monitoring Analyst to join their New York office. This role will support the firm’s private credit and direct lending strategies, with a focus on tracking portfolio company performance, analyzing...Full timeWork at office$140k - $185k
...management to drive deal flow and support capital deployment initiatives. This role involves close collaboration with portfolio managers, investment analysts, business development teams, and legal/compliance functions to ensure smooth execution of investment opportunities....Full time- Short Business Description Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate ...
$140k - $185k
...accurate reporting of NAV, and maintaining compliance with accounting and regulatory standards. The role blends quantitative analysis, portfolio monitoring, and financial reporting to provide accurate and timely valuations. These roles often involve collaboration with...Full time- Client Advisor – Ultra-High-Net-Worth Advisory USA - Major Cities Base + Uncapped Commission (Realistic 6–7 Figure Earnings) Must have legal working rights for the USA and hold a VISA for international travel If you know how to operate in rarefied air, this is your arena...Temporary workWorldwide
- Rogo is seeking a seasoned investment banking expert to lead tailored demos and translate AI capabilities into concrete value for top banks. You will partner with Sales, Product, and Engineering to shape the GTM motion and product direction while building trusted relationships...
- ...employees balance their work and life, including generous paid time off packages. In this role, you’re expected to: Give advice on portfolio issues and meet clients on a regular basis. Recommend tailor‑made, individually‑optimized, investment portfolio for clients....
$185k
...directly responsible for the growth of trade and working capital solutions with Santander’s leveraged finance client base, including portfolio companies of financial sponsors Promote and develop working relationships with Investment and Sponsor coverage banker teams to...Hourly payFull timeContract workWork experience placementWork at officeShift work
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