Portfolio Analyst
Sumitomo Mitsui Banking Corporation
SMBC Group is looking for a full-time Analyst to join their Loan Capital Markets team. This role involves managing the closing process for loans, working closely with various stakeholders to ensure compliance and timely execution. Candidates should have trade closing experience and a BA/BS degree. The position offers hybrid work opportunities allowing flexibility in work location. Additional requirements include strong organizational and analytical skills, with preferred knowledge in financial services and loan platforms like LoanIQ. #J-18808-Ljbffr
- ...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...Suggested
- ...data extraction from diverse borrower documents and tapes.Assist in building BI dashboards to provide actionable insights across portfolio data.Engage with stakeholders to deliver data-driven insights for critical business decisions.Standardize workflows and maintain documentation...Suggested
$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- ...Health & wellbeing benefits Parental Leave benefits Employee stock purchase planJob DescriptionWe are looking for our next Client Portfolio Analyst (CPA) to join our Investments, Strategy & Development team in New York City!This team is a fully integrated team of Client...SuggestedFull timeWork at officeFlexible hours
- 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
$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...$55k - $76k
...the Position We are seeking a detail-oriented and proactive Analyst to join our growing investment team. This hybrid role blends day... ...Process trade instructions and system-recommended portfolio rebalances Review proposed trades for accuracy, submit to custodians...Full timeLive inImmediate startRemote work- ...Our client, a leading global credit-focused Alternative Asset Manager in New York City, is looking for a Portfolio Analyst to join their team. The ideal candidate will have 3-7+ yrs. supporting portfolio managers or traders in a credit context, with hands‑on command of...Work at office
$145k - $185k
...A financial services firm in New York is seeking a Portfolio Management Analyst. The role involves analyzing investment performance, assisting in portfolio management strategies, and collaborating with team members. Candidates should possess strong analytical skills,...- ...mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and... ...The Position We are currently seeking a candidate for a Senior Analyst position on the Portfolio Strategy and Management ("PS&M") team...Work experience placementLocal areaFlexible hours
- ...A financial services firm is seeking a Senior Fund Analyst to conduct in-depth analyses of fund performance and portfolio management. This role requires strong analytical skills, proficiency in Excel, and familiarity with financial modeling. Candidates should possess...
$50 - $60 per hour
...We are looking for a Portfolio Analyst to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial...Hourly payFull timeContract workPart timeRemote work$100k - $150k
...Artisan Partners Limited Partnership is seeking a Portfolio Oversight Analyst within Trade Operations. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment...Work at officeNight shiftAfternoon shiftWeekday work$140k - $185k
...employer) About The Opportunity Lower middle‑market private equity firms within our network may seek analytically strong Portfolio Returns Analysts to support deal‑level and portfolio‑wide performance measurement, valuation analysis, and return attribution. Individuals...Full timeInternship- ...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...
$115k - $164.5k
...New York Life Investment Management in New York is seeking a CLO Tranche Analyst to support the public leveraged finance team. The analyst will focus on credit risk assessment and cash flow modeling for CLO debt tranches. Responsibilities include analyzing debt tranches...$140k - $185k
...NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Portfolio Data Analyst description represents the type of early-career data-driven portfolio analytics roles featured on the Career Launch AI Private...Full timeInternship$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$100k - $110k
...see the privacy notice for applicants here. * As at 30 June 2026 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- ...& wellbeing benefits Parental Leave benefits Employee stock purchase plan Job Description We are looking for our next Client Portfolio Analyst (CPA) to join our Investments, Strategy & Development team in New York City ! This team is a fully integrated team of Client Portfolio...Flexible hours
$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$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$109.12k - $163.68k
...stress testing.The individual will interact with clients and internal stakeholders to provide customized solution to optimize their portfolios from revenue, risk and funding perspective. The role requires candidates to have strong background in risk, finance and knowledge...Full timeWork experience placementWork at officeWorldwide- ...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
$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,...Full timeWork at office- ...Initio Capital is seeking a Portfolio Evaluation Analyst in New York, NY. This entry-level role focuses on evaluating portfolio company performance and supporting valuation processes while providing insights for value-creation strategies. Ideal candidates will have a...Full time
$50 per hour
...Certified Contractor Roles: Analyst · Lead · Senior Initio Sphere Private Capital Ecosystem – Compensation: $50–$200/hour (... ...real earning potential for serious private capital professionals. Portfolio Insights Analysts do not wait months for placement—once...Hourly payTemporary workFor contractorsImmediate start- A professional networking platform is seeking a Portfolio Returns Analyst in New York (Hybrid). The role involves tracking and analyzing financial performance across investments, supporting valuation processes, and contributing to strategic investment decisions. Candidates...
- We are seeking an AVP, Program Governance Analyst to support enterprise portfolio reporting, governance oversight, and PMO processes across strategic initiatives. This individual will partner with project teams and stakeholders to ensure reporting accuracy, drive adherence...Local area
$89.2k - $106.1k
Portfolio Strategy Analyst The Portfolio Strategy Analyst role is exists at the intersection of investments, client engagement and thought leadership. This individual will become an expert on portfolio analytics and client service while growing towards a client-facing...Work experience placementWork at office
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