SMA Portfolio Analytics Senior Associate
New York Life
Apogem Capital is seeking an Associate/Senior Associate to support its private equity SMA platform. You will deliver portfolio analytics, forecasting models, and insights that influence portfolio construction and reporting. The role sits at the crossroads of investments, data, and client service, with visibility across the firm. You will work with Investment, Client Service, and Operations teams to scale the SMA platform, automate processes, and improve data infrastructure, while contributing to #J-18808-Ljbffr New York Life
- ...Opportunity:Apogem Capital is seeking an Associate / Senior Associate to support the continued... ...forward-looking and historical portfolio analytics, enhancing portfolio construction insights... ...monitoring, and operational excellence across SMA mandates.The position sits at the...SeniorLocal area
- ...thinking outside the box, challenging the status quo and striving to be best-in-class. As a Senior Associate on the Wholesale Commercial Real Estate (CRE) Portfolio Analytics team, you will be responsible for the research and evaluation of commercial real estate market...SeniorWork experience placement
- JPMorgan Chase & Co. in New York is seeking a Senior Associate on the Wholesale CRE Portfolio Analytics team to evaluate market trends and their impact on a >$200 billion CRE portfolio. You will perform in-depth analyses and provide data-driven insights to strengthen credit...Senior
- Premier PE Fund, based in NYC, seeks an Associate/Senior Associate for the Portfolio Analytics Team to work closely with Portfolio Managers across finance, investment management, operations, technology, investor services, compliance/legal, and marketing. Responsibilities...Senior
- Apogem Capital in New York seeks an Associate/Senior Associate to support the growth of its private equity Separately Managed Accounts (SMAs) platform. The role involves portfolio analytics, construction insights, and collaboration across various teams. The ideal candidate...Senior
- ...passive direct‑indexing. As a Tax‑Smart Portfolio Manager - Associate, you will focus on partnering with... ...tax‑aware separately managed accounts (SMA) portfolios, with the dual mandate of... ...work experience Strong data and analytical skills Experience with portfolio optimizers...SeniorFull timeWork experience placement
$130k - $150k
...the opportunity to shape and evolve the Portfolio Compliance function by partnering closely... ..., Legal, Compliance, Technology, and senior leadership. Beyond day-to-day oversight,... ...through technology and automation.Strong analytical and technical skills, including proficiency...SeniorFull timeTemporary workWork experience placementFlexible hours- ...we are, and what we stand for.KPMG is currently seeking a Senior Associate - Portfolio Valuation to join our Valuations practice.... ...Possess advanced finance, financial modeling, accounting, and analytical abilitiesStrong work ethic; ability to multitask, presentation...SeniorH1bWork at officeLocal area
$160k - $200k
...in 2001.Primary responsibilities will include:Construct model portfolios and generate secondary trade programs that enhance portfolio returns... ...financeDemonstrated experience in CLO portfolio management, analytics, or structuringBachelor’s degree required, preferably in a...SeniorFull timeLocal areaFlexible hours$96.8k - $159.6k
...with confidence.Your key responsibilitiesAs a Transaction Analytics Senior Associate, you will leverage analytical tools and technologies to provide... ...to drive value creation initiatives within private equity portfolio companies and corporations alike. In both M&A and value...SeniorWork experience placementSummer holidayWork at officeFlexible hours$180k - $275k
...diverse businesses. Job Summary ISG is seeking a Senior Associate/Vice President to join the Credit Portfolio Solutions team in an investment role with... ...Conduct performance attribution and review ongoing analytics on existing mandates to inform portfolio decisions...SeniorTemporary workLocal area- ...passive direct-indexing. As a Tax-Smart Portfolio Manager - Associate, you will focus on partnering with... ...tax-aware separately managed accounts (SMA) portfolios, with the dual mandate of... ...work experience. Strong data and analytical skills. Experience with portfolio optimizers...SeniorFull timeWork experience placement
- Columbia Threadneedle Investments is seeking a Senior Portfolio Management Assistant to support our healthcare hedge fund at Seligman Investments... ...multiple PM teams on portfolio construction, reporting and analytics in a fast-paced environment. This role offers exposure to...SeniorFull time
$120k - $170k
Adams Street Partners is looking for an Associate/Senior-Associate in New York to develop and... ...Credit Team. This role involves preparing portfolio-level reporting, maintaining credit... ...degree in a related field, and strong analytical and communication skills. The position...Senior$100k - $120k
...infrastructure investments with AUM of approximately $38 billion as of September 30, 2025. The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations to join our dynamic Finance team of approximately 60 professionals located...Full timeTemporary workWork experience placementCurrently hiringFlexible hours$110k - $135k
Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING: In the Americas, ING’s Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients....Full timeWork at officeWork from home- ...an exceptional opportunity to join a high-visibility Portfolio Management team that sits at the nerve center of a truly iconic real estate business. The Senior Associate will operate at the intersection of analytics and communication, playing a central role in how investment...Senior
- Job Summary You’ll join the Card Data & Analytics team, a strategic partner to the Card organization using data... ...and continuous improvement across the Chase Card portfolio. As a Quantitative Analytics Senior Associate at JPMorganChase within the Card Data & Analytics...Senior
$175k - $200k
...Digital Infrastructure. We are looking for a Senior Associate to join the Real Assets Investments Team, focused on Portfolio Management and Strategy. Our team is... ...Senior Associate Roles & Responsibilities Lead analytical workstreams and support key strategic initiatives...SeniorPermanent employmentWork at officeFlexible hours$124k - $177k
Location Designation: Hybrid - 3 days per week Role OverviewThe Senior Associate, Analytics Engineer is responsible for designing, building, and... ...the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across...SeniorLocal area3 days per week$124k - $177k
Location Designation: Hybrid - 3 days per week Role OverviewThe Senior Associate, Analytics Engineer is a practitioner who designs and implements... ...values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries...SeniorContract workLocal area3 days per week$140k - $180k
...investments with AUM of approximately $42 billion as of December 31, 2025. The team is currently looking to hire an Associate Vice President - Manager, Portfolio Analytics in our NY location to join our dynamic Finance team of approximately 60 professionals located across our...Full timeTemporary workWork experience placementCurrently hiringWork at officeFlexible hours$100k - $143k
...Hybrid - 3 days per week Role OverviewThe Analytics Engineer is a key contributor within the... ...decision-making. Working closely with senior analytics engineers, data engineers, and... ...drive lasting impact. Our diverse business portfolio creates opportunities to make a...SeniorLocal area3 days per week$90k - $140k
...Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and Singapore, which manages Fixed Income portfolios for a broad range of clients. The RoleThe Fixed Income Portfolio Specialist will be responsible for servicing existing clients...SeniorTemporary workWork at officeWorldwide- ...build something new, tackle big challenges, and be at the forefront of change.The OpportunityGood Inside is seeking a Senior Associate, Marketing Analytics to own and elevate analytics across our full marketing conversion funnel from first click to paid subscription to...Senior
- Ares Management in New York, NY is seeking an Associate, Portfolio Analytics to join its Finance team. You will work with investment professionals to monitor portfolios, perform detailed valuation analyses, and help prepare quarterly investor reports. The role focuses...
$140k - $185k
...About This Posting This job description represents a sample Portfolio Analytics Associate position commonly found through the Career Launch AI... ...monitoring, and reporting to support portfolio managers and senior investment professionals. These roles often involve close...Full time- # Associate, Portfolio AnalyticsAres ManagementAssociateSecondariesFinancial ServicesOn-siteLocationNew York, United StatesDate PostedMay 2... ...2025. The team is looking to hire an Associate, Portfolio Analytics in New York, NY or West Hartford, CT, joining a dynamic Finance...
- # Associate, Portfolio AnalyticsAres ManagementAssociateFund of FundsMultisector - GeneralistFull-timeLocationNew York, United StatesDate PostedAugust... ...30, 2025. The team is hiring an Associate, Portfolio Analytics to join its Finance team of approximately 60 professionals...Full time
- Coda Search is partnering with a leading real estate private equity firm to identify an Associate, Portfolio Analytics to join its growing lending platform. This role will support portfolio performance analysis, investor reporting, liquidity management, and capital formation...
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