Portfolio Analyst
FIG US FIG LLC
Fortress’s Commercial Real Estate (CRE) Asset Management group seeks a highly motivated Portfolio Reporting Analyst. This candidate will provide support for the monthly book and valuation process, portfolio reporting, risk analytics, and various analytical tools for Senior Management. Responsibilities Ensure accurate cash flows for portfolio reports through a collaborative effort with Asset Managers, Analysts, and Accountants. Perform variance analysis and identify trends and themes as they relate to variances. Coordinate periodic reports and track reports that go to Senior Management. Answer valuation and assumption inquiries associated with the monthly valuation pricing process. Coordinate quarterly marking review and annual audit activities. Maintain data integrity within quarterly investor letters and the annual investor conference. Support the analysis of investment track record calculations. Work closely with the Business Analyst to support the Asset Management system and maintain financial models. Assist with special projects for Senior Management, including gathering data, spreading numbers, formulating analytics, and explaining trends and results. Leverage AI-enabled tools to streamline portfolio reporting processes, enhance data validation, and identify opportunities for automation. Assist in developing and maintaining AI-driven dashboards, analytical models, and reporting tools to support portfolio monitoring and senior management decision‑making. Collaborate with internal teams to evaluate AI use cases, improve data workflows, and ensure responsible use of AI in reporting and analysis. Assist with the implementation of new policies and procedures for the Asset Management group. Education and Experience Bachelor’s degree in accounting, economics, business analytics, real estate, or a related field. 0–2 years of finance, accounting, real estate investment management, or related internship experience. Familiarity with key concepts in finance, real estate, and reporting is a plus. Skills Highly proficient in Microsoft Excel, with advanced knowledge of other Microsoft Office products. Highly motivated and detail‑oriented, with the ability to learn quickly, multi‑task, and work in a fast‑paced environment. Familiarity with data management/mining and prior experience working on database analysis. Strong track record of delivering accurate and timely information and reports. Superb organization, communication, and time‑management skills. Strong oral and written communication skills. Fortress Investment Group LLC collectively with its subsidiaries and operating affiliates is an equal opportunity employer and considers all applicants for employment without regard to race, religion, creed, color, sex, age, national origin, citizenship status, disability, genetic information, protected veteran status, marital status, sexual orientation, gender identity, or any other status protected under federal, state, or local law. #J-18808-Ljbffr
$55k - $146.9k
...all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Portfolio Analytics and Strategy Analyst Senior within PNC's Monitoring under Enterprise Fraud Organization (EFO) you will be based in Pittsburgh, PA or Cleveland...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...Portfolio AnalystTrinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing the performance, utilization, and profitability of Trinity's railcar fleet. The Portfolio Analyst will help translate complex fleet, maintenance...SuggestedShift work
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- ...predictive models, third party data, and other tools to develop and execute appropriate segmentation and targeting for acquisition and portfolio strategies to provide insight into portfolio risk. Manages engagements with internal and external information suppliers ensuring...Full timeTemporary workPart timeWork experience placementLocal area
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- ...estate and warehouse financing. Loan Management is seeking an Analyst to support Global Market's Mortgage Loan Trading and Banking trades... ...thoughtful monthly quantitative analysis on the key drivers of portfolio performance and recommend actionable strategies to asset...
- ...Carlo), result interpretation and communication, value of control and value of information. Ability to perform in depth analysis of portfolio model results including ad hoc analysis to interpret portfolio model results and to communicate those interpretations in ways...Work experience placement
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$120k - $140k
...alternative investments. Responsibilities Own the end-to-end portfolio data management process Lead the collection and quality control... ...as a financial/business data or investment operations analyst Experience at an asset management firm required Strong understanding...Full timeWork at office- Frost in Dallas seeks a Wealth Portfolio Management Analyst I to analyze portfolio performance and holdings, ensuring adherence to investment objectives. You will compile data and present findings to portfolio managers. The role requires a finance degree, strong analytical...
- Overview Full‑Time | Hybrid | Location Flexible (U.S.) Senior Risk & Data Analyst — you will play a key role in advancing data‑driven loss control, underwriting, pricing, and portfolio management strategies across vehicle service contracts, GAP, and ancillary products...Full timeH1bWork visaFlexible hours
- ...forward? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Wealth Portfolio Management Analyst I with Frost could be for you. At Frost, it’s about more than a job. It’s about having a flourishing career where you can...
- Support Portfolio Managers in the management of discretionary portfolios for high-net-worth clients, including portfolio rebalancing, trade preparation and implementation. Prepare client meeting materials, portfolio reviews and investment reporting to support client engagement...
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- Investment SpecialistWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...
- ...Specialist in the U.S. Private Bank, you will communicate market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums. You will consult with clients to determine their portfolio objectives and long term asset...
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- ...Investment Specialist to join its growing team. This is an opportunity for an investment-focused professional who enjoys combining portfolio management, investment research, alternative investments, and client strategy . The Investment Specialist will work closely with...
- Fortress Investment Group LLC is seeking a Portfolio Reporting Analyst for its CRE Asset Management group in Dallas. You will support monthly book and valuation processes, portfolio reporting, risk analytics, and build AI-driven dashboards for senior management. The role...
- Fortress Investment Group LLC is seeking a Portfolio Reporting Analyst in Dallas to support monthly book and valuation processes, portfolio reporting, risk analytics, and development of AI-driven dashboards for senior management. The role requires advanced Excel skills,...
- ...Scottish Rite for Children is seeking a Sr. Investment Analyst to support an institutional investment portfolio across equities, fixed income, and alternatives including private equity, private credit, and hedge funds. Responsibilities include data gathering, private...
$80k
...worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact... ...top global investment managers across the world.Investment Analysts (IAs) collaborate with Investment Directors to provide...Local areaImmediate startWorldwideRelocation package- ...We’re partnering with a real estate investment platform looking to hire a Financial Analyst to support underwriting, acquisitions, and portfolio performance through a strong mix of financial modeling and data analytics . This role sits close to leadership and plays a...
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