Portfolio Analytics & Reporting Specialist
StepStone Group
StepStone Group is seeking an Analyst to join their Portfolio Analytics and Reporting team, focusing on high-quality portfolio reporting and analytics for private markets clients. This role involves monitoring investment performance, compiling reports using PowerBI and Excel, and serving as the primary client reporting contact. The ideal candidate should possess strong analytical skills and a bachelor's degree in finance, economics, or business. StepStone Group promotes an empowering and inclusive workplace. #J-18808-Ljbffr StepStone Group
- Position Portfolio Specialist (Must Have A/R Collections Field & Analytical Exp) Location San Diego, CA Duration 12 Months Total Hours/week 40.00 Shift 1st Shift... ...demeanor at all times. Position Requirements Reports to: Portfolio Manager Education BA, BS, or...SuggestedContract workWork at officeShift workNight shiftDay shift
- Position: Portfolio Specialist - Required Exp in the A/R Collections Field (B2B collections) Location... ...Job Category: Finance/Accounting Reports to: Portfolio Manager Level of... ...Collections Field (B2B collections) Analytical experience Job Description Essential...SuggestedContract workWork experience placementWork at officeShift workNight shift
- ...experience in contracting, sales operations, business analytics, and operational excellence. Position: Portfolio Specialist Location: San Diego, CA Duration: 12 Months... ...Document collection efforts and provide status reporting, including high‑level monthly reports and daily...SuggestedContract workWork at officeFlexible hoursShift workDay shift
$78k - $102.5k
...Analyst / Senior Analyst, Finance Portfolio Reporting & Business Insights This role is a key contributor to how senior management, the... ...the business. It is well suited for someone who is highly analytical, detail-oriented, and comfortable operating in a fast-paced...SuggestedTemporary workFlexible hoursShift work$114.54k - $194.58k
## Associate Portfolio AdvisorApplylocations: San Diego, CAtime type: Full timeposted on... ...measured by the PM Dashboard and related reporting. 8. Works with manager to understand... ...experience, is required to manage portfolios. • Analytical and interpretive skills are needed to...SuggestedWork experience placementH1bLocal areaWorldwideFlexible hours$114.54k - $194.58k
...mid‑sized personal trusts and individual portfolios typically mid‑range in size and... ...measured by the PM Dashboard and related reporting. Works with manager to understand how to... ...experience, is required to manage portfolios. Analytical and interpretive skills are needed to...Work experience placementLocal areaVisa sponsorshipWork visa$35.35 - $47.34 per hour
...immunological disorders. The company's diverse portfolio includes FDA‑approved treatments for... ...Supports generating metrics and reports to provide insights into cycle time for... ...Developing communications, problem‑solving, analytical thinking, planning and organization skills...Hourly payContract work$68k - $70k
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven... ...to succeed. Position Overview As part of StepStone’s Portfolio Analytics and Reporting (SPAR) team, the Analyst will support high-quality...Work experience placement$75k - $95k
...site role in Mesa, AZ 85209 to oversee full-cycle accounting for a diverse real estate portfolio. This position is responsible for accurate financial reporting, compliance, and analytical support to property operations. Why join us? Full-time position full...Full timeLocal area$80k - $90k
...Summary The Senior Channel Specialist, Paid Search & Affiliate Marketing... ...Channel Acquisition Team reporting to the Channel Manager. This... ...operations across the ISC portfolio: manage creative asset trafficking... ...the Snr. Manager Marketing Analytics / Operations. Coordinate...Temporary workSeasonal workLocal areaRemote workWork from home$70k - $80k
...Sourcing Specialist As a Sourcing Specialist at Centura, you will... ...client relationship managers, portfolio associates, and operations specialists... ...space. Administration and Reporting Maintain accurate, organized... .... Research-oriented and analytically minded; comfortable using...- ...company is seeking a Program Management Analyst III in San Diego, CA. The role involves analyzing program performance, developing reports for leadership, and supporting program execution. Candidates should have 5-7 years of experience and a relevant Bachelor’s degree....
$85k - $95k
...provides the industry’s broadest portfolio of advanced, reliable tools... .... As a Professional Tool Specialist, you will sell, promote, and... ..., CA area. This position reports to the Regional Sales Manager... ...organizational skills and strong analytical, problem‑solving &...Temporary workApprenticeshipLocal areaFlexible hours$83k - $129.9k
...Commercial Financial Analyst in San Diego, CA. This senior-level position will involve supporting the Commercial FP&A and revenue analytics functions within the Diagnostics division. The successful candidate will manage cost analyses, direct month-end closing activities...- ...humanity. Learn more at Job Function: Data Analytics & Computational Sciences Job Sub... ...at We are searching for a Principal Portfolio Lead, Statistical Programming - Oncology... ...complex data structures, analysis, and reporting solutions. This position is...Full timeTemporary workWork at officeLocal areaRemote work2 days per week
$29.5 - $36.25 per hour
SAN-Diego-County-Credit-Union is looking for a dedicated HRIS Specialist in San Diego, CA, to maintain HR systems and support operations... ...employee information, reviewing timecards, and generating reports. Candidates should have a high school diploma and 2 years of HR...Hourly payFull time$87k - $93k
Portfolio Associate - SMA/Municipals page is loaded## Portfolio Associate - SMA/Municipalslocations... ...solutions and develop key tools and reporting methods to support the Portfolio... ...and operational awareness* Outstanding analytical and multi-tasking skills with a proven...Work experience placementFlexible hours- ...Non-Real Estate Lender Finance Portfolio Associate The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing... ..., and ongoing portfolio maintenance Support portfolio reporting, stress testing exercises, and audit/regulatory requests Maintain...Work at officeLocal area
$119.7k - $164k
...disorders. The company's diverse portfolio includes FDA-approved... ...The Principal Environmental Specialist serves as a subject matter expert... ...risk, applying advanced analytical thinking to solve non-routine... ...permitting, and compliance reporting Knowledge of environmental compliance...Full timeWork at officeLocal area- ...For Responsible for leading end-to-end delivery of custom reporting solutions while performing business analysis to define, document... ..., and dependencies. Demonstrate strong organizational, analytical, and communication skills to manage multiple projects simultaneously...Apprenticeship
- ...Manager and/or Coordinator. Use basic statistics and analytics to track and report on effects of the Strength and Conditioning portion of... ...Association (NSCA) as a Certified Strength and Conditioning Specialist (CSCS) or Strength & Conditioning Coach Certified (SCCC)...For contractorsFor subcontractorWorldwide
$34.15 - $51.23 per hour
...Job Area: Legal Group, Legal Group Legal Specialist General Summary: Manages dockets, portfolios, investigations, transactions, and/or litigations... ...foreign associates on foreign prosecution and timely reporting of official correspondence. Work with internal...Private practiceWork at officeImmediate startWork from home$114.54k - $194.58k
...Investment Guidelines. Knowledge required includes investment and portfolio management theory, accounting and financial principles,... ...and instruments, and characteristics of various marketplaces, analytical and interpretive skills, in-depth conceptual and practical knowledge...Local areaWorldwideVisa sponsorshipWork visaFlexible hours$1,000 per month
...Trulioo is seeking a forward-thinking Total Rewards Specialist to join our People Team. Reporting to the Manager, People, this role combines core compensation... ...-related projects and tasks as required. People Analytics, Data & AI Enablement Build and maintain...Permanent employmentFull timeWork at officeLocal areaRemote workWorldwideFlexible hours3 days per week- ...Position : Environmental Health & Safety Specialist/Technician Location : San Diego, CA... ...solid understanding of the CalEPA CERS reporting system and the management of hazardous... ...established policies and procedures. Effective analytical problem-solving skills. Must be...Contract workWork at officeLocal areaDay shift
- ...against customer requests and source documentation. Run reports to understand and coordinate workflow based on daily and weekly... ...and verbal instructions effectively. Demonstrate strong analytical skills and problem-solving skills PHYSICAL REQUIREMENTS...Shift work
$85k - $127k
...experienced and knowledgeable Global Trade Specialist to join our Global Trade Management team... ...; prepare compliance and performance reports and risk assessments. Assist leader on tasks... ...use, AEO and Incoterms 2020. Digital & analytics tools: Experience using collaboration,...Temporary workWork experience placementFlexible hoursShift work$30 per hour
...support the AI Initiatives team. In this role, you'll enhance portfolio monitoring through AI-driven data pipelines, validating models... ...applicants eager to learn and grow within the finance and data analytics sector. StepStone values and empowers its employees as crucial...Hourly pay$115k - $130k
...NetSuite Specialist Voyager is an innovative space, defense, and national security technology... ...by ensuring accurate system data and reporting. Configure and maintain inventory... ...record maintenance. Reporting & Analytics Build and maintain saved searches...Long term contractPermanent employmentFlexible hours- ...Associate Vice President, Actuary, Financial Reporting & Valuations About the Company Global reinsurance leader with a health-focused portfolio and collaborative global environment. Industry Insurance Type Privately Held About the Role The Company...
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