Portfolio Analyst: Client-Focused Investment & Reporting
Nuveen
Nuveen is seeking an Analyst, Portfolio to provide licensed investment support and analytical insight to Portfolio Managers and clients. The role involves economic, market and industry analysis to align client objectives with portfolio decisions. Under supervision, you will participate in client meetings, reporting, and trade verification while monitoring portfolios and assisting with rebalancing and recommendations. #J-18808-Ljbffr Nuveen
- ...Mawr Trust, a WSFS Company, seeks a qualified investment professional to support centralized portfolio solutions within a goals-based framework.... ...collaboration with investment teams, and a focus on asset allocation and reporting. Familiarity with Orion Eclipse is...Suggested
- Insight Investment is seeking a Portfolio Analyst in San Francisco to support the stable value team. You will assist in portfolio construction, risk... ...and performance analysis, contributing to client reporting and investment commentary. The role provides a foundation...Suggested
$60k - $90k
Focus Partners Wealth in St. Louis, MO is seeking a Portfolio Reporting Analyst to support day-to-day operation and maintenance of reporting platforms and data outputs. You will ensure reports are accurate and timely, configure standard reports, and monitor data quality...Suggested$81.9k - $92.9k
Analyst, Portfolio The Analyst, Portfolio provides licensed investment and analytical support to Individual/Trust... ...investment performance of client portfolios. This role... ...through portfolio reporting, trading execution... ...associates with future-focused skills and AI tools...SuggestedWork experience placementWork at office- ...nearly 20% of the world’s investible assets. Every day,... ...to collaborate with clients, driving... ...Senior Specialist, IWM Portfolio Analyst to join our Wealth Management... .... Provide investment reporting and analytics for assigned... ...your life’s journey. Focus on your health,...SuggestedWorldwideFlexible hours
$90k
...leading global alternative investment management firm focused on real estate,... ...responsibilities for the Portfolio Management group; Update... ...quarterly and annual investor reporting, Advisory Committee Meetings... ...andvaluationprocess; Coordinate with Client Services and Marketing and...Summer workLocal area- ...America Job Description Kestra Investment Management (KIM) is part of... ...of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-affiliated advisors... ...to join our dynamic team, reporting to the Head of Business & Sales...Flexible hours
- ...general support functions for Portfolio Managers in the servicing of... ...analysis that will be used for investment decisions. Assist Portfolio... ...general customer service to clients and related contacts. Prepare... ...various monthly and quarterly reports for portfolios. #J-18808-Ljbffr...
$64.49k - $105.95k
...planning and advisory services, investment management, trust and estate... ...corporate, and institutional clients through multiple integrated... ...and management of centralized portfolio solutions within the firm's... ...portfolio constituents. Monitor and report on model adoption, asset...Flexible hoursShift work- ...About New York Life Investment Management With... ...retail and insurance clients. NYLIM brings... ...an Investment Data Analyst in Product Data Solutions... ...and analytics reporting for New York Life... ...Analytics team, you will focus on ensuring the... ...integrity within portfolio analytics...Local area3 days per week
- ...of experience in alternative investments or related operations. You also... ..., Investor Relations, Client Service, and Due Diligence, as... ...fund positions.Generate ad-hoc reports for senior management.Required... ...or finances to better define, focus and realize their goals.Full...Worldwide
- ...experienced, mid-level Investment Officer to join our... ...will manage assigned client relationships and implement... ..., client-defined portfolios. The ideal candidate possesses... ...a collaborative team focused on managing multi-... ...benchmarks. Monitor and report on portfolios for...Work at officeLocal areaFlexible hours
- Investment Security Group (ISG) is seeking an experienced Financial Planner to support seven... ...planning needs. The role emphasizes client relationships, presentation skills, and... ...solutions. This is a hands-on planning position reporting to the Principal. #J-18808-Ljbffr...
$65.3k - $104.3k
PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary... ...review book materials for client presentations Prepare IPS... ...general performance of firms investments With experience, setup client... ...indicated as fully remote, reporting into a designated City...InternshipRemote work$90k - $122k
...to join our team as an Investment Operations Analyst! About the Role The... ...Company's investment portfolio managers, traders, investment reporting, risk, and compliance... ...derivatives portfolio, with a focus on trade lifecycle... ...stakeholders. Provide client support by responding...Work experience placementWork at officeImmediate startRemote workNight shift$70k - $105k
2027 Investment Banking Analyst I Technology & Services McLean, VASkip to main contentYou... ...your expectations.**Our focus is on providing trusted... ...to associates, and clients of the future. Our company... ...trends and apply findings to reports. • Attend to detail while maintaining...Work experience placementInternshipWork at office- ...development and single-family homes. The Senior Portfolio Analyst reports on the enterprise as an investment company that owns and oversees a portfolio of operating... ...the results in an investment-company fashion — focused on portfolio returns, capital deployed, available...Full timeWork at office
$70k - $138k
...can truly know and help our clients, communities, and each... ...WA location is seeking an Investment Banking Analyst. The anticipated start date... ...accounting principles and reporting of financial data. Willingness... ...our CLA family members, we focus on their physical, financial...$92k - $170k
...range of commercial and investment banking services to... ...institutional, and municipal clients. It connects a diverse... ...offers a competitive portfolio of benefits to its... ...and financial reporting. Responsibilities... ...industry with a primary focus on derivatives. ~ Experience...Full timeWork at officeLocal areaWork from homeWorldwide- ...occasional business travel to Los Angeles and New York as needed) REPORTS TO: Head of Data The Company Sunbit builds financial... ...and help drive seamless operational execution. Your primary focuses are portfolio analytics, financial data accuracy, and back-office support...Remote job
$120k - $160k
## Portfolio Construction Analyst (Fixed Income & Portfolio Risk Analysis)Applylocations... ...relationships with clients, understand their goals, and... ...Philadelphia-based fixed income investment team managing $42 billion... ...systems.* Develop reporting and analytical materials for...- Grandview Analytics, LLC is seeking an Analyst or Senior Analyst, based on experience, in... ...hybrid workoptions. The role supports client engagement teams on data, technology, and... ...financial industry clients. You’ll leverage investment industry experience, data extraction and...
$100k - $115k
...difference with each of our clients and inspire collaboration... ...Summary The Financial Analyst, Data Management and Reporting role plays a crucial and... ...the Director of our Client Portfolios team. The Financial... ...updates for alternative investments (hedge funds, private equity...Permanent employmentWork at officeLocal areaFlexible hours3 days per week- ...Description The Financial Analyst has a strong... ...direction. This role focuses on both customer and service... ...and external customer reporting requests. This is an onsite... ...risk assessment, and investment decisions Translate... ...integrated solutions to our clients. We are a stable and...Minimum wageFull timeWork at officeLocal areaFlexible hours
- ...Management business continues to grow, so does our portfolio of third-party clients. We are building a client reporting function that can scale with that growth while... ...requirements, key metrics, and areas of focus Reviewing financial results for completeness and...
- ...for its Evergreen Solutions team in Boston. The role focuses on growing HarbourVest's private equity evergreen product... ...internal partners on the evergreen platform Deliver client and prospect pitches, and lead portfolio reviews with existing clients Oversee quality and...Remote work
$90k - $100k
Senior Financial Analyst - AI Investments & Capex At Real Chemistry, making the... ...communications and marketing to our clients, including top players in... ...in capex tracking and reporting. You want to be part of a... ..., responsibilities, and focus as we grow. When things change...Work experience placementLocal area$72.61k - $101.39k
...is hiring a Financial Analyst in York, PA! Thermo King... ..., planning, and reporting skills. The ideal candidate... ...for revenue growth, investments, and productivity, etc... ...budgets, and forecasts with focus on P&L. performance,... ...nos employés, de nos clients, de nos collectivités...Temporary workWorldwideDay shift$66k - $112k
As a Capital Markets Analyst, you'll play a critical role in helping... ...base, engage with the investment community, and develop data-... ...position if you're analytical, client-focused, and collaborative, with a... ...delivering accurate and timely reports to clients. Serve as a...Temporary workWork at officeWork from homeHome officeFlexible hours3 days per week$73k - $132k
## Sr Financial Analyst, Reporting & AnalyticsApplylocations: 1000 Nicollet Mall, Minneapolis,MN 55403-2542time type: Full timeposted on: Posted... .... In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself...Temporary workWork experience placementFlexible hours
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