Portfolio Modeler and Analyst
$120k - $150kSolomon Page
We are seeking an Analyst and Modeler to partner closely with Portfolio Management, Portfolio Finance, Corporate Finance and Technology teams to design, develop, and enhance the company's enterprise portfolio modeling and forecasting platform. Our client has been a leading investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe and offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. This role provides the opportunity to work directly with the teams responsible for making investment decisions across the firm. The platform serves as a core component of the investment and forecasting process, enabling stakeholders to evaluate acquisition opportunities, model portfolio scenarios, forecast financial performance, and assess the impact of strategic decisions across multiple funds. The successful candidate will gain deep exposure to real estate investing, portfolio construction, forecasting, capital planning, and enterprise analytics while helping shape one of the firm's most important decision-support platforms. A successful individual in this role will combine strong technical capabilities, financial modeling expertise, and sound business judgment to deliver solutions that directly influence how investment decisions are evaluated and executed.Compensation is in the $120K-$150K salary range plus bonus.We are unable to transfer a visa or sponsor for permanent residency. Only Green Card holders or US Citizens will be considered.The position is on a hybrid schedule – 3 days a week in the office in New York City Responsibilities:Design, develop, and enhance models and own the development and continuous enhancement of modeling capabilitiesPartner directly with investment professionals, portfolio managers, and finance leadershipDevelop portfolio and fund-level scenario analysis toolsDefine requirements, prioritize enhancements, and deliver solutionsConnect with upstream and downstream business systems. Required Qualifications:Bachelor's degree, preferably in Finance, Accounting, Economics, Computer Science, Engineering, or Mathematics.2–5 years of professional experience in business analysis with ownership of a finance related modeling, forecasting, or planning platform.Must have experience in Anaplan, Excel or other planning platformMust have evolved a financial model over time, partnered closely with business users, and improved decision-making and business outcomes.Preference for experience in real estate, private markets, or structured credit.Strong proficiency with SQL or Power BI is helpful. If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn. Opportunity Awaits.#LI-RW4
$90k - $180k
...freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and... ...currently seeking a candidate for a Senior Analyst position on the Portfolio Strategy and... ...while designing, building, and validating models in Python Qualifications Strong...SuggestedLocal areaFlexible hours$110k - $120k
...will provide more details.Job Summary:MUFG is seeking an Analyst to join the Portfolio Management Group (PMG) within the Sponsor, Growth & Middle... ...other financing opportunities.Construct detailed financial models (base and downside cases) to project go-forward business performance...SuggestedFull timeWork experience placementWork at officeLocal areaRemote work$63k - $80k
...requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.... ...client interaction Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction...SuggestedVisa sponsorshipFlexible hours$95k - $125k
...growing industry.Job DescriptionAres is seeking an Analyst/Associate for our Direct Lending - Portfolio Management department. The associate role is within... ...exposure to valuation methods required Advanced MS Excel modeling skills (v-lookup, macros, and pivot tables)...SuggestedFull timeTemporary workWork experience placementFlexible hours$115.84k - $173.76k
...and scrutinize risk management activities related to the credit portfolio, including risk assessment, mitigation, monitoring, and... ...account management strategy development, and non-scoring financial models, ensuring robust and effective checks are in place.Conduct rigorous...SuggestedFull timeWork at office$120k - $150k
...market neutral equity hedge fund. The team partners directly with portfolio managers to optimize portfolio construction, manage risk,... ...market-neutral portfolio construction.Experience with equity risk models, such as MSCI Barra, Axioma, or in-house models.Deep knowledge...Temporary workWorldwideFlexible hours- JPMorganChase, a leading global financial services firm, seeks an experienced Lending Portfolio Manager to oversee a diverse loan facility portfolio, coordinate with Lending Advisors and Credit, and ensure a high standard of client service. The role involves risk management...
- ...within Invesco Solutions, Multi-Alternatives, to lead due diligence on external managers and help build diversified credit-focused portfolios for institutional and wealth clients worldwide. You will evaluate private credit, private equity, real assets and listed credit...Worldwide
- ...energy and sustainable infrastructure. The portfolio is diversified across clean energy asset... ...The Role The firm is seeking an Analyst or Associate to join its Portfolio Management... ...fit for someone with sharp financial modeling and analytical skills, an interest in climate...Shift work
- Goldschmitt and Associates is seeking a Loan Analyst to oversee the Perkins Loan portfolio, provide advanced financial analysis, and lead staff responsible for reviews, adjustments, and reconciliations. The role emphasizes compliance with Federal Perkins requirements and...Remote job
- ...performing global multi-strategy hedge fund is looking to add a Portfolio Risk professional to its New York investment business amid... ...and quantitative risk analytics ~ Build and enhance the models, tools and infrastructure used to manage risk across trading businesses...
- A recruitment agency is seeking a Private Capital Risk Analyst in New York to support investment teams by identifying and monitoring risks across private capital portfolios. Responsibilities include analyzing market, credit, and operational risks, developing risk dashboards...Full time
$101.36k - $153.2k
...not contact the recruiter directly. We are seeking a Portfolio Steering and CAT Risk Analyst for our Marine line of business. The specific nature of... ...Marine risks, including static and non-static exposures (modelled and non-modelled exposures) requires management within...Permanent employmentFull timeWork at officeRemote workWorldwideVisa sponsorshipWork visaFlexible hours$90k - $125k
...relevant constraints of clients. These solutions bring together state-of-the-art techniques for multi-asset and liability-hedging portfolio design and implementation and reflect proprietary research and analytics conducted by the MAS team. With investment professionals...Full timeTemporary workPart time$92.11k - $156.88k
...RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients...Work at officeRemote work- A staffing and recruiting firm is seeking an experienced Eagle Systems Analyst to provide expertise on Eagle Investment Systems products. The role involves analyzing Portfolio Accounting and related workflows while utilizing strong SQL skills to handle large data sets....
- Citigroup Global Markets Inc. is seeking a Credit Portfolio Senior Officer in New York, NY. The role focuses on optimizing client portfolios and managing settlement risk across Hedge Funds, Banks, Funds, Insurance, and Municipals. The position requires advanced risk management...Remote work
$125k - $175k
...Quantinno is seeking a highly motivated and detail-oriented Portfolio Management Analyst to join our fast-growing firm. The Portfolio Management... ...their skills, qualifications and experience. This position follows a 4:1 hybrid work model, out of our New York City office.Work at office- ...Portfolio Management Analyst Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase,... ...skills — you should be fluent, not just functional; complex models, data tables, and data manipulation are second nature to...Local areaShift work
$100k - $110k
...2026 Position Responsibilities We are seeking an Analyst to join our Portfolio Management group for a rapidly growing private credit asset... ...Experience with valuation methods (discounted cash flow modeling and debt pricing), credit rating processes and procedures...Local areaFlexible hours- 5 days a week on-site. Midtown NYC Investment Operations & Portfolio Management Analyst Company Description A growing alternative investment firm focused on private equity and private markets, with a diversified portfolio across fund-of-funds, co-investments,...Full timeWork at office
$100k - $175k
Rates, Credit, FX and Mortgage Portfolio Pricing and Analytics, Technical Business Analyst/Project ManagerAbout MillenniumMillennium is a global, diversified alternative investment firm, founded in 1989. Defined by evolution, innovation and focus, Millennium’s mission is...Work at office- ...high-growth real estate investment platform is seeking an Analyst to join its growing Portfolio Management team. This is an opportunity for an early-... ...Build and maintain portfolio and fund-level financial models Prepare portfolio reporting, performance analysis, and...
- ...Loan Assn in New York is seeking a Junior Credit Administration Analyst to support loan review for Commercial Real Estate and... ...underwriters, and legal teams to facilitate timely approvals and ongoing portfolio monitoring. #J-18808-Ljbffr Maspeth Federal Savings & Loan...
- 2026 Portfolio Management Summer Analyst - Starwood Capital, New York, NY. Starwood Capital Overview Starwood Capital Group is a private investment... ...individual investment summaries. Maintain roll‑up financial models for each fund, ensuring accuracy of all information,...Full timeSummer workInternshipSummer internship
$150k - $180k
...talented individual to join our Systematic Strategies Portfolio Strategy and Risk team as an Analyst. The individual will be a key member focused on... ...Python and databases Strong mathematical and statistical modeling Comfort with analysis of large datasets, high-level attention...- Neogen Corporation seeks a Global Portfolio Associate - Food Safety to support portfolio management activities through data analysis, lifecycle execution, and cross-functional coordination. The role focuses on building insights from market and customer data while enabling...Remote jobWorldwide
$50 per hour
A finance-focused platform in New York seeks Certified Portfolio Insights Analysts to operate as independent contractors. Analysts will engage in real portfolio performance analysis and earn between $50 to $200 per hour based on their experience and approval ratings. Ideal...Hourly payFor contractorsImmediate start- A financial services company in New York is seeking a Portfolio Analytics Associate to analyze portfolio performance and support investment teams. The role involves developing dashboards, conducting attribution analysis, and preparing reporting packages for senior management...
$35 - $40 per hour
...Staffing Our client, a well-established investment manager in Midtown, NY, is seeking to hire a Performance and Composite Analyst for their Portfolio Reporting Team. Responsibilities of this position include assisting with data retrieval and disclosure review for GIPS...Contract workPart timeWork experience placement
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