Portfolio Management Analyst
$75k - $80kSONI
Permanent | Fully Onsite (Some Flexibility to Work Remotely on Fridays) Analyst, Portfolio Management to support portfolio strategy, investment analysis, and capital planning initiatives. This is an excellent opportunity for an analytical finance professional who enjoys financial modeling, working with large datasets, and partnering with leadership to drive strategic business decisions. Responsibilities Build and maintain financial models, including cash flow forecasts, valuations, IRR analyses, and portfolio performance models Support hold/sell analysis, portfolio optimization, and disposition strategy initiatives Analyze portfolio composition, capital structure, and growth opportunities Prepare executive, board, and investor presentations and reporting packages Partner cross-functionally to gather data, develop assumptions, and provide actionable insights Support monthly and quarterly investor reporting and ad hoc analysis requests Assist with strategic projects and business initiatives across the organization Requirements Bachelor’s degree in Finance, Accounting, Economics, Business, or related field 1–3 years of experience in finance, investment analysis, banking, consulting, FP&A, asset management, real estate, or a related analytical environment Advanced Excel skills with the ability to build models from scratch Strong SQL skills required; Python experience is a plus Experience analyzing large datasets and translating findings into business recommendations Strong financial modeling, analytical, and problem-solving skills Excellent communication and presentation abilities Self-starter with strong attention to detail and intellectual curiosity Preferred Qualifications MBA, CFA, or other advanced financial designation Experience in real estate, asset management, portfolio management, or investment environments Exposure to Tableau, Yardi, or similar reporting and analytics tools Compensation $75,000 – $80,000 base salary plus bonus potential. Compensation may vary based on experience, skills, and qualifications. #J-18808-Ljbffr
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...Heartflow is a medical technology company advancing the diagnosis and management of coronary artery disease, the #1 cause of death worldwide,... ...750,000 patients worldwide. The WFM Operations Real-Time Analyst (RTA) is a core member of the Workforce Management (WFM) team,...Full timeTemporary workLocal areaWorldwideRelocationShift work- ...training to help you grow in this position. Serves as a senior technical advisor and recognized technical authority for financial management programs supporting Facilities Management and Security Services (FMSS). Independently plans, develops, and coordinates complex...
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...advancement and more. Explore more details on the Benefits of Working at HHS webpage. Functional Title: Executive Operations Management Analyst IV Job Title: Management Analyst IV Agency: Health & Human Services Comm Department: Strategic Advisor & Dir....Permanent employmentFull timeTemporary workPart timeWork at officeRemote workFlexible hoursShift work3 days per week- Goldman Sachs Bank AG is seeking a Legal Associate/Analyst in the Asset Wealth Management division to support private equity, credit and real estate transactions. The role involves working with AWMLegal and attorneys to manage entities and regulatory requests in a fast...
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...for career advancement and more. Explore more details on the Benefits of Working at HHS webpage. Functional Title: Records Management Analyst I Job Title: Management Analyst I Agency: Health & Human Services Comm Department: Operations Support Services...Full timeTemporary workPart timeWork at officeRemote workShift work- ...Investment Analyst The Texas Permanent School Fund (PSF) is a constitutionally established... ...Texas public schools. Today, PSF manages more than $60 billion in assets and invests... .... Through a diversified investment portfolio, along with strong operational, legal, financial...Permanent employmentWork at officeRemote workFlexible hours
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...opportunities for career advancement and more. Explore more details on the Benefits of Working at HHS webpage. Functional Title: Management Analyst (MA II) for Program Enrollment Support (EB Operations) Job Title: Management Analyst II Agency: Health & Human...Full timeContract workTemporary workPart timeWork experience placementWork at officeLocal areaRemote workShift work- ...Fund Management Team MemberMicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team.The team is responsible for the full investment life cycle, including: establishment and funding of an LLC, target investment...Work experience placementWork at office
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- ...Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial... ...dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-...Flexible hours
$69.57k - $90k
...opportunities for career advancement and more. Explore more details on the Benefits of Working at HHS webpage. Functional Title: Management Analyst IV Job Title: Management Analyst IV Agency: Health & Human Services Comm Department: MCS Ops DEC and Admin...Full timeContract workTemporary workPart timeFor contractorsFor subcontractorWork at officeLocal areaRemote workShift work- ...Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth... ...investment professionals focused on providing portfolio solutions to help meet long-term goals... ...with Impact. The Investment Analyst position is within Kestra Investment...Flexible hours
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...Investment Analyst Austin or New York (Hybrid) About the Role At Setpoint Capital, we focus on asset-backed private credit investments... ..., and enjoy building relationships. A multi-tasker: You can manage multiple priorities and execute them effectively within their...Currently hiringLocal areaRemote workFlexible hours
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