Investment Reporting Analyst: Portfolio Performance
Bruin
Bruin, a NYC-based asset manager, seeks an Investment Reporting Associate to join the team near the investment group and focus on performance reporting and portfolio analytics across credit strategies. You will prepare and deliver regular performance reports, analyze data for monitoring, and partner with investment, operations, and accounting teams to satisfy reporting needs. Strong Excel skills and attention to detail are essential. #J-18808-Ljbffr Bruin
- A leading investment services provider is looking for an Investment Returns Analyst in New York (Hybrid). The successful candidate... ...analyze investment returns across portfolios and build models for... ...candidates interested in investment performance and portfolio analysis. This...Performance
- Job Description:A NY-based asset manager is seeking an Investment Performance Reporting Associate with hands-on CLO experience and strong bond math... ...is to monitor the performance of a diverse portfolio of complex investments and deliver accurate, timely reporting...Performance
- ...Worth family office seeks an Investment Analyst to assist with investments and financial reporting. The Analyst will work closely... ...Produce exposure, risk and performance analytics on existing investments... ...and on various investment portfolios. Requirements: Bachelor’s degree...PerformanceWork at office3 days per week
$50 per hour
...platform in New York seeks Certified Portfolio Insights Analysts to operate as independent... ...Analysts will engage in real portfolio performance analysis and earn between $50 to $20... ...immediate earning potential and access to investment insights while building a verified track...PerformanceHourly payFor contractorsImmediate start- An investment advisory firm is seeking an Alternative Assets Specialist to support investment and portfolio teams. Responsibilities include evaluating investment opportunities, conducting... ...research, and monitoring portfolio performance. The ideal candidate has a Bachelor’s...PerformanceFull time
- ...financial and strategic initiatives across portfolio companies. Monitor and analyze portfolio company performance throughout the investment cycle, providing key insights to both... ...Macro, Data, and ESG—to produce quarterly reports, investor updates, and other materials as...Performance
- Investment & Portfolio Intelligence Analyst UnlockLand is building an AI Operating System for Real Estate Development, enabling developers, investors,... ...portfolios, identifying value drivers, liquidity needs, and performance optimization opportunities. Cross‑Functional...PerformanceFull timeRemote work
- # Real Estate Investment & Portfolio AnalystCerberus Capital ManagementAnalystReal... ...matching "Real Estate / Analyst jobs in New York, United... ...investor relations, and internal reporting.In the asset management and... ...monitoring asset-level performance through financial analysis,...Performance
$100k - $120k
...leading manager of alternative investment solutions, focusing on... ...investors. They seek a Valuation/Portfolio Analyst to join their Manhattan, NY office... ...-party valuationsProduce performance analyses, variance summaries, KPI trackers, reporting packages, and presentations for...PerformanceWork at officeRemote work$100k - $150k
...ve honed since 1859.Equitable Investment Management Group is seeking a Senior Portfolio Analyst to join the Portfolio Analytics... ...analytics, and Board-level reporting, supporting over $120B in multi... ...Be DoingPortfolio Analytics & Performance OversightLead analysis of portfolio...PerformanceFull timeContract workTemporary workLocal area2 days per week3 days per week- ...the world’s leading independent global investment firms, Invesco is dedicated to... ...DescriptionWe are looking for our next Client Portfolio Analyst (CPA) to join our Investments,... ...dynamics, portfolio positioning, and performance insights. You will work closely with the...PerformanceFull timeWork at officeFlexible hours
$150k - $200k
...CAREER WITH POINT72’S PORTFOLIO CONSTRUCTION & ANALYTICS... ...Portfolio Analyst to join its Portfolio... ...the Office of the Chief Investment Officer (CIO).PCAT’s mandate... ..., and tradingForecast performance of investment strategies... ...to shared code base, reports, and research toolsWHAT...PerformanceWork experience placementInternshipWork at office$112.78k
Perform quantitative equity analysis on trading performance to improve trading strategies... ...trading desk. Build ad-hoc trading reports by performing database inquiries utilizing... ...systems (financial models) for the Equity Portfolio Trading desk using Java/SQL/VBA/Python....PerformanceWork experience placement- ...for the role of Senior Associate, IWM Portfolio Analyst to join our Wealth Management team.... ...ensure regulatory adherence.Provide investment reporting and analytics for assigned... ...teams with data requests.Interpret performance attribution and track error reports...PerformanceWorldwideFlexible hours
$65k - $85k
...Portfolio AnalystAltius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance, identify emerging risks, and support sound credit and... ...performanceProduce recurring portfolio reports, trend analyses, and...Performance- ...the world’s leading independent global investment firms, Invesco is dedicated to... ...Description We are looking for our next Client Portfolio Analyst (CPA) to join our Investments,... ...dynamics, portfolio positioning, and performance insights. You will work closely with the...PerformanceFlexible hours
$90k - $120k
...Portfolio AnalystLazard is one of the world's preeminent financial... ...ourselves on uncovering the best investment opportunities for our... ..., detail-oriented Portfolio Analyst to help support the servicing... ..., our investment ideas, and performance drivers.You'll need to have:...PerformanceLocal area$120k - $150k
...comprehensive approach to investment management and financial planning... ...looking for an experienced Portfolio Analyst to join our investment team... ..., investment research, and performance evaluation, with a long-... ...custodial, and performance reporting platforms. Career Growth...PerformanceFull time- ...We are looking for a junior portfolio manager or portfolio analyst to assist in the execution and management of diverse investment strategies. This role involves converting... ...tasks. Monitor and report on portfolio performance and risk. Contribute to the...PerformanceHourly pay
- ...management and financial planning firm seeking an experienced Portfolio Analyst to join the investment team in a hands-on role with responsibility for... ..., trading, rebalancing, investment research, and performance evaluation, with a long-term path to Senior Portfolio...Performance
$140k - $185k
...employer) About This Role This Portfolio Data Analyst description represents the... ...data, analytics, and investment support roles that may not... ...portfolio-wide data collection, reporting, and analytics.... ...companies and sectors Track performance versus budget, underwriting...PerformanceFull timeInternship$140k - $185k
...A finance career platform is seeking an Entry-Level Investment Monitoring Analyst based in New York, NY (Hybrid) to track portfolio performance and analyze financial metrics. With a salary range of $140,000 to $185,000 total compensation, the role requires a bachelor's...Performance- ...Corporation in New York, NY is seeking an Investment Analyst to evaluate financial data, market... ..., assess opportunities, and prepare reports for portfolio managers. Join a team that... ...develop portfolio strategies and monitor performance. #J-18808-Ljbffr myBridge CorporationPerformance
$130k - $160k
...office.Equitable is looking for a Portfolio Compliance Analyst to join our team. The Equitable Investment Management (EIM) Portfolio... ...implementation and reporting to the funds’ board of directors... ...provides compensation to reward performance with base salary increases, spot...PerformanceFull timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week- ...Equity investors—primarily Portfolio Managers—who run large, complex... ...multiple products and investment strategies. The role provides... ...Portfolio Management Program Analyst in the US Equities team, you... ...construction, risk management, and performance attribution. Portfolio...Performance
$160k
...We are working with a global investment firm that is actively seeking a Portfolio Monitoring Analyst to join their New York office... ...on tracking portfolio company performance, analyzing financial and... ...in the creation of quarterly reporting, investor materials and other...PerformanceFull timeWork at office- Invesco, a global investment firm, seeks a Client Portfolio Analyst (CPA) in New York City to support client communications, thought leadership, and marketing... ...to prepare materials reflecting market dynamics, performance insights, and investment trends, while aiding in...Performance
- UN is seeking an Investment Officer (Private Equity) to support the private markets portfolio managed by the UNJSPF in New York. The role assists the Senior Investment... ...assets, balancing long‑term goals with short‑term performance objectives to outperform benchmarks. Based in...PerformanceTemporary work
- Invesco is seeking a Client Portfolio Analyst in New York City to join the Investments, Strategy & Development team. You will develop and update customized client... ...market dynamics, portfolio positioning and performance insights. You will work with CPMs to provide high...Performance
$50 per hour
...New York seeks qualified finance professionals as Certified Portfolio & Deal Analysts. This independent contractor role involves supporting live... ...ranges from $50 to $200 per hour based on experience and performance, providing immediate earning potential with flexible hours...PerformanceHourly payFor contractorsImmediate startFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Reporting Analyst: Portfolio Performance. Be the first to apply!
- investment officer New York, NY
- investment analyst part time New York, NY
- senior investment analyst New York, NY
- investment specialist New York, NY
- chief investment officer New York, NY
- entry level portfolio analyst New York, NY
- portfolio analyst New York, NY
- investment analyst New York, NY
- entry level investment analyst New York, NY
- investment banking summer analyst New York, NY

