Strategic Portfolio Analyst: Analytics, Trading & Research
Bluespring Wealth Partners, LLC
Kestra Financial, Inc. in Dallas, TX is seeking a Portfolio Analyst to support portfolio managers with analytics, research, trade execution, and risk monitoring. The role emphasizes data integrity and adherence to established investment procedures. You will build models, maintain performance reporting, and assist with transitions and onboarding, working with custodians and operations to ensure accurate records. #J-18808-Ljbffr Bluespring Wealth Partners, LLC
$86.25k - $158.13k
...opportunity to contribute to the company’s success. As a Portfolio Analytics & Strategy Analyst Sr within PNC's Finance organization, you will be based... ..., Effective Communications, Process Improvement, Strategic ThinkingWork Experience• Roles at this level typically...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...supporting the Mortgage Loan Trading desk and Global Banking and... ...or directly manage a diverse portfolio of commercial real estate... ...performance and making tactical and strategic recommendations, as... ...and in a team setting- Solid analytical/logical mindset and attention...SuggestedWork at office
$130k - $240k
...Shield AI is seeking an Capture Portfolio Analyst, X-BAT Family of Systems (FoS) to strengthen the analytical rigor, long-range planning,... ...win, market attractiveness, strategic relevance, expected revenue... ...opportunities, inform portfolio trade-space decisions, and...SuggestedFull timeTemporary workPart timeWorldwide$92k - $110k
...Job Description At Cetera, we need analytical thinkers who are passionate about financial markets, investment research, and data-driven decision making. The Investment Research Analyst will support portfolio construction, asset allocation, and investment strategy...Suggested$116k - $166k
Partner with the Cloud Marketing Data Analytics, Regional Marketing and Finance teams to plan... ...to executive management.Financial Analysts ensure that Google makes sound financial... ...metrics, is used by our leaders to make strategic company decisions. Working on multiple projects...Suggested- ...) is seeking a Senior FP&A Analyst to join its growing Operations... ...help evaluate project and portfolio performance, support annual... ...enhance reporting, support strategic initiatives, and improve financial... ...Strong financial modeling, analytical, and problem-solving skills....Flexible hours
- ...Investment Analyst We are seeking a highly analytical and technically skilled individual to join our investment team... ...role blends traditional investment research with modern data analysis and coding capabilities to support portfolio construction, asset allocation, and...Full time
- ...Financial Services Experience Level: Analyst / Early Career Compensation:... ...to deal execution and strategic financial advisory. Key Responsibilities... .../dilution) Conduct industry research, competitor benchmarking, and... ...& valuation skills Excellent analytical, quantitative, and...Full timeInternship
- ...hard‑working Investment Analyst to join its event‑... ...risk assessment, and portfolio monitoring. Responsibilities... ...offers, and other strategic transactions. Review merger... ...investing, equity research, investment banking, private... ...Strong quantitative, analytical, and problem‑solving...Fixed term contract
$30 per hour
...Investment Management Summer Analyst, you'll help execute... ...market, property, and portfolio data, building... ...lifecycle—from market research and acquisitions to portfolio... ...reforecasting and strategic planning Maintain deal... ...Quantitative background and analytical problem-solving...Temporary workSummer workSummer internshipLocal areaImmediate start- ...broker dealer and the Commodity Futures Trading Commission (CFTC) as a registered Futures... ..., documentation, validation, and research related to new products. Qualifications... ...Rule 15c3-3, and 15c3-1, Rule 6. Strong analytical skills and ability to recognize and mitigate...Work experience placementWork at office
- ...company, is seeking a Financal Analyst in our Irving, Texas or... ...product mix, and investment trade‑offs Partner with Sales, Product... ...Forecasting, Planning & Commercial Analytics Support bookings and sales... ...demands with a long term, strategic agenda Comfortable to work in...Temporary workFlexible hours
- ...Position Summary Senior Financial Analyst responsible for developing and analyzing business... ...for executive management, including strategic plans, annual budgets, financial reporting... ...2 years in FP&A related roles. Superior analytical and time‑management skills. Ability to...Full timeWork at office
- ...texascapitalbank.com.Overview:This Senior Financial Analyst role is a vital member of the Technology... ...combines both financial planning with analytics in support of various business... ...require a self-motivated, action-oriented strategic thinker who can prioritize, communicate...Immediate startDay shift
- ...Responsible for leading complex FP&A initiatives, providing strategic insight, and serving as a key business partner to department leaders... ...Power BI or other reporting/BI tools. Strong demonstrated analytical, problem-solving, and communication skills. Proven ability to...
- ...Job Description We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis.... ...models, forecasts, budgets, and variance analyses to support strategic business decisions. Mine, analyze, and interpret large...Local area
- ...the Dallas area is seeking a Financial Analyst to join their finance team. This role offers... ...and gain meaningful exposure to strategic financial operations. This is an excellent... ...beyond transactional accounting into a more analytical, business‑partnering role. Key...Full time
$100k - $110k
...sophisticated and highly complex financial models used for forecasting, strategic decision making, and capital allocation Monitor and analyze... ...quantitative major 3 to 6 years of experience in a finance/analytics role in a corporate environment Experience in the tech...Temporary work- ...world-renowned medical and research center, we strive to provide... ...seeking a detail-oriented and analytical finance professional to... ...responsible for managing a diverse portfolio of federal, state,... ...addition, this role provides strategic financial planning and stewardship...Full timeShift work
- ...smile? We’re seeking a Senior Financial Analyst to join our growing team. Responsible for... ...to AR) Solid problem solving and analytical skills In exchange for the dynamic contribution... ...the future of orthodontics through strategic partnerships with top local doctors. We...Temporary workLocal area
- ...Connectedness industry. As an AI-first strategic technology partner, Prodapt provides consulting... .... Job Summary: Finance Operations Analysts execute the monthly compensation cycle —... ...-ready, controlled processes. Excellent analytical, documentation and communication skills;...
- ...help clients achieve their goals and plan strategically for retirement. Allworth Financial ( is... ...” award by the National Business Research Institute for employee and client satisfaction... ...finance, financial analysis, or analytics role Proficiency in Microsoft Excel, Microsoft...Full timeContract workTemporary workPart timeInternshipWork at officeRelocationFlexible hours
$1,000 per month
...POSITION SUMMARY: The Senior Financial Analyst plays a critical role in supporting the... ...compensation, workforce planning, and people analytics strategies. This position partners... ...annual compensation cycles, and help drive strategic workforce decisions. Duties and Responsibilities...Temporary workCasual workWork at officeWeekend workAfternoon shift- ...Irving, TX The Role The Senior Financial Analyst, FP&A will play a key role in shaping... ...ideal candidate is intellectually curious, analytically strong, comfortable working with senior... ..., operating investments, and other strategic business questions. Develop and deliver...Work at office
- ...tools and business intelligence capabilities through ERP and analytics platforms. Support internal and external audit requests and ensure... ...team of sales and operations experts work with retailers and strategic distribution partners all over the globe to provide our...Work at officeWorldwide
- ...Support Center - IrvingThe Financial Analyst at Michaels is responsible for supporting... ...financial analysis and insights to aid in strategic decision-making. Budgeting and Forecasting... ...planning Business partnering Excellent analytical, problem-solving, and critical-thinking...Local areaFlexible hours
$95k - $110k
...Senior Financial Analyst – Allocations & Costing (Dallas)A fast-scaling finance team is seeking an analytical leader in cost allocations and financial KPIs. Build allocation... ...profitability insights. New position supporting strategic finance expansion. Based in Dallas, TX....Work at office- ...attorney interested in representing private equity sponsors, portfolio companies, strategic buyers and sellers, founders, and institutional investors... ...client interaction • Strong drafting, negotiation, analytical, and client counseling skills • Excellent academic credentials...Work at office
- ...companies, privately held companies, private equity sponsors, portfolio companies, and strategic buyers and sellers • Experience handling mergers,... ...matters is preferred • Strong drafting, negotiation, analytical, organizational, and communication skills • Ability to...Work at office
$84.2k - $134.6k
...the world’s leading global law firms with offices in strategic hubs of commerce, law, and government across North America... ..., Europe, and the Middle East, is seeking to hire a Research Resources & Acquisitions Analyst.The Research Resources & Acquisitions Analyst...Full timeContract workWork at officeLocal areaFlexible hours3 days per week
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