Portfolio Reporting Analyst
Virtual Vocations Inc
To support organizational decision-making, the full-time Portfolio Reporting & Analytics Analyst will develop and enhance enterprise portfolio reporting, analytics, and dashboards while collaborating with various stakeholders to present actionable insights and maintain reporting solutions using Power BI and Smartsheet. Key responsibilities Develop and maintain enterprise portfolio dashboards and reports using Power BI and Smartsheet Analyze and present portfolio data to provide visibility into project health and resource utilization Support executive governance meetings by preparing presentation materials and analytics for leadership Required qualifications Bachelor's degree in business analytics, information systems, data analytics, finance, or related field 3-7 years of experience in portfolio reporting, business intelligence, or PMO operations Demonstrated experience developing Power BI dashboards and executive reporting solutions Experience with Smartsheet reporting and portfolio management preferred Advanced proficiency in Microsoft Excel and PowerPoint
- Century Group in Los Angeles is seeking a Portfolio Reporting Analyst to join their finance team. You will prepare monthly and quarterly investment reports, and support the portfolio manager with data-driven analyses to inform client decisions. The role requires a Bachelor...Suggested
- ...businesses pursuing control buyout transactions. We are seeking an Investment Reporting Analyst to own the accuracy, timeliness, and quality of investment reporting across the family's portfolio of alternative investments (private equity, venture capital, real assets,...SuggestedFull timeWork at officeRemote work
- ...experience, with strong Excel and problem solving skills. *Hands-on proficiency in Python for data analysis, automation, and building reporting tools, and strong working knowledge of financial products is required. Overview : In this role, the candidate will be...SuggestedFull time
- ...technologies. This role sits within the Strategic Portfolio Management (SPM) team of the Unified... ..., you will move beyond retrospective reporting to build automated strategic foresight... ...: 2 to 4 years of experience as a data analyst, financial analyst, strategy analyst, or...SuggestedFull timeShift work
$81k - $135k
...and defect resolutionResponsible for quarterly/annual management reporting, presentations, and ad-hoc reporting and analysisCollaborate... ...and teamwork to deliver superior results.As a Senior Investment Analyst, you will perform a key role for Real Estate Investments (REI)...SuggestedFull timeTemporary workPart timeCasual workWork at officeRemote work$87 - $97 per hour
Portfolio Management Analyst- Data Center Land DevelopmentJob#: 3056459Job Description:Portfolio Management Analyst - Data Center Land DevelopmentREMOTE... ...across a large-scale development portfolio.Track and report key project milestones throughout the full development...$75k - $95k
...Investment Reporting Analyst - IrvineSalary Range: $75,000.00 To $95,000.00 AnnuallyJob Title: Investment Reporting AnalystLocation: Irvine... ...Monitoring and Reporting team. This role will focus on portfolio monitoring activities and collaborate closely with multiple...- ...HumanTouch, LLC is seeking an experienced CPIC Analyst to support CPIC development and IT Portfolio Management processes. You will analyze investment data, create reports, and collaborate across teams to improve portfolio performance and decision quality. The role requires...
$60k - $70k
...Trading team, you will be part of a firm that’s reimagining investment in secondary markets. \n \n 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...Work experience placementWork at officeMonday to FridayFlexible hoursWeekend workAfternoon shift$69.28k - $114.32k
...Job Description JOB SUMMARY: The Portfolio Data Analyst prepares reports and data extracts from various sources to provide to internal customers and approved vendors to support business functions and processes while maintaining data security. RESPONSIBILITIES...Work experience placement- DoubleLine, LP is seeking an Analyst in Portfolio Administration to join the Tampa team. You will help oversee portfolio accounting data, client reporting, and performance while supporting global custody operations. You will identify data discrepancies, drive resolution...Work at office
- A financial services company in New York is seeking an Investment Reporting Analyst to join the Investment Reporting team. The ideal candidate should have at least 3 years of experience in financial reporting, proficiency in MS Office, and familiarity with business intelligence...
- Intuitive Surgical, Inc. is seeking a Product Portfolio Analyst to join the Strategic Portfolio Management team. You will develop analyses, models, and visualizations to inform portfolio and resource allocation decisions, partnering with senior PMO and cross-functional...
- ...financial and operational performance of the Real Estate Services portfolio. You will gather market and portfolio data, prepare summaries,... ...aimed at increasing revenue and efficiency. The role reports to the Fort Lauderdale office, with standard hours and a comprehensive...Work at office
$86.8k - $198k
Munitions Acquisition Portfolio Analyst, SeniorThe Opportunity: As an expert in defense acquisition, your unique background inspires you to... ..., participate in senior executive engagements, and develop reporting tools to assess munition capabilities against an evolving threat...Full timeContract workPart timeWork at officeLocal areaRemote work$125k - $160k
...Job Description I’m working on an exciting Portfolio Management opportunity with a well-established real estate investment firm in... ...reforecasts, and variance analysis \n Review monthly financial reporting packages, cash flows, and property-level returns \n Monitor...Work from home$130k - $240k
...and YouTube. Job Description:Shield AI is seeking a Product Portfolio Analyst, X-BAT Family of Systems (FoS) to strengthen the analytical... ...FoS portfolio pipeline information in Salesforce and related reporting tools and will establish the standards, review the data for...Full timeTemporary workPart timeWorldwide$100k - $115k
...organizations using data science and AI to advance social good. Portfolio Analysts help ensure that philanthropic resources are allocated... ...to learning that informs future investments. This position reports to the Director of Strategic Capital and offers an opportunity...Temporary workWork experience placementLocal areaRemote workWorldwideFlexible hoursShift work- ...Portfolio Analyst supporting R&D portfolio management at a major medical technology company. This role bridges project execution and business... ...project teams with effective PMO processes, tools, and reporting systems Maintain accurate portfolio data and manage OnePlan...
$120k - $150k
...and financial planning. We are looking for an experienced Portfolio Analyst to join our investment team. This is a hands-on role with... ...with portfolio management, trading, custodial, and performance reporting platforms. Career Growth This role offers a strong long-...Full time- ...We are seeking a Portfolio Analyst to join our client's team! The Portfolio Analyst will work closely with the Investment Policy Committee... ...related functions. Jr analysts will also be involved with various reporting due diligence assignments and client presentations. This...Full time
- ...and financial planning professional who can step into a broad, hands-on role. This person will be involved in investment research, portfolio construction, financial planning, client meeting preparation, and oversight of the day-to-day work being handled by the team. The...Full time
$84k - $100k
...About This Role: The IT Portfolio Analyst supports the IT Business Office across IT demand governance, portfolio reporting, portfolio data integrity, and vendor management. The role manages the front end of the demand pipeline, qualifying incoming requests, providing...Work experience placementWork at officeLocal areaShift work- ...of service providers on behalf of financial clients. The Portfolio Control Analyst is responsible for the oversight, reconciliation, tracking,... ...placements, and status inconsistencies. · Track and report account flow metrics including placement volumes and inventory...Full timeWork at office
- DoubleLine Group LP is seeking a Portfolio Administration Analyst to support portfolio administration, client reporting, and performance. You will oversee portfolio accounting data, support global custody operations, and act as a control point within the investment operations...
$160k
...Senior Portfolio Strategy Analyst Miami, FL or Salt Lake City, UT (Hybrid - 3 Days Onsite) Are you an analytically driven professional with a strong background in lending, credit risk, or portfolio analytics? We're partnering with a rapidly growing financial services...Full timeVisa sponsorship3 days per week- ...An established private wealth organization is seeking a Portfolio Analyst to join its portfolio team. Working closely with portfolio managers... ...account activity. Prepare recurring and ad hoc portfolio reports. Support new account setup, documentation, and onboarding....Full timeWork at office
- Kraft Heinz is seeking an analytical marketer to join our Portfolio Marketing team in Chicago. You will analyze consumption, panel data, and consumer insights to shape Back to School and Evergreen campaigns, partnering with brand, sales, eCom, and external agencies to deliver...
- ...analyze, and manage collateral data to support risk management and reporting processes.Collaborate with technology teams to develop and... ...building BI dashboards to provide actionable insights across portfolio data.Engage with stakeholders to deliver data-driven insights...
$100k - $120k
...strategies for individual investors. They seek a Valuation/Portfolio Analyst to join their Manhattan, NY office.ResponsibilitiesDevelop,... ...valuationsProduce performance analyses, variance summaries, KPI trackers, reporting packages, and presentations for senior managementApply...Work at officeRemote work
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