Investment Analyst, Portfolio Strategy & Research
RK Partners
RK Partners in Chevy Chase, Maryland is seeking an Investment Analyst to join a growing wealth management team. You will work closely with the CIO and contribute to asset allocation, manager due diligence, equity research, and portfolio analytics within a fiduciary framework. Responsibilities include building valuation models, conducting research, and translating complex concepts into client-friendly materials, with emphasis on disciplined risk management and long-term client outcomes. #J-18808-Ljbffr RK Partners
$114.5k - $194.7k
...service. Role Overview: The Portfolio Analyst will play a critical role in the implementation... ...ongoing management of multi-asset investment strategies across institutional and high-net-... ...portfolio managers, quantitative researchers, and risk teams to translate...SuggestedFlexible hours$70k - $85k
...this Job Department: Investments/Real Estate Salary/... ...University's academic and research goals for current and... ...Investment Operations Analyst to join its Investment... ...'s investment portfolio. This person will also... ...markets and investment strategies a plus. ~ Strong verbal...SuggestedWork experience placementWork at office- ...Investments Analyst The Investments Analyst is a core member of LG Development... ...& Proforma Management Portfolio Management & Reporting... ...Investment Committee review Research and prepare property tax,... ...that inform investment strategy and underwriting assumptions...SuggestedWork at officeLocal area
$147.55k - $226.23k
The Group Research & Investments creates compelling insights and effective investment... ...Role We require a Senior Analyst to join our equity team... ...of the group’s investment strategies. The role is based in our... ...asset research colleagues, portfolio managers, and equity research...SuggestedTemporary workWork at officeFlexible hours$70k - $125k
Asset & Wealth Management, ETF Investment Strategy, Analyst - Wheaton, IL location_on Chicago, IL, United States Asset & Wealth Management A career... ...and insights related to Defined Outcome strategies and portfolio construction to support advisor conversations and client...SuggestedFull timeTemporary workPart timeWork at office$60k - $70k
...Analytix is a technology‑driven investment and trading firm. Through... ...innovative investment strategies in secondary ticket markets... ...markets. Job Description As a Portfolio Analyst at Access Analytix, you’ll... ...Analysis: Dive into market research and trends to make timely and...Work experience placementWork at officeMonday to FridayFlexible hoursWeekend workAfternoon shift- ## Investment Analyst SeniorApplylocations: NSO 1301 Central St Corporate Office Evanston: NCO... ...managers to further diligence and industry research* Analyze co-investment opportunities... ...includes investment performance, portfolio holdings, investment terms and written...Hourly payFull timePart timeWork at officeMonday to Friday
- ...Private Wealth Investment Management Specialist Chicago, Illinois... ...through the development of portfolio analysis and expertise in a... ...alignment to client goals and strategies while leveraging specialists... ...market environment and research portfolio recommendations...Work at officeWork from homeShift workDay shift
$85k - $120k
Aon is looking for an Investment Manager Research Analyst: Fixed Income and Private Credit The Investment... ...meritocracy. Support the fixed income portfolio manager(s) with analytical support,... ...Investment Management, Investment Strategies, Investments, Portfolio Analysis,...Full timeTemporary workPart timeLocal area- Morningstar is seeking a Senior Analyst to join our equity team in Chicago. The role requires... ...with at least 5 years of hands-on equity research experience. You will collaborate with various teams to formulate investment strategies, author investment theses, and monitor...
- ...Portfolio Management Analyst, Chicago, IL We are seeking a motivated Portfolio Management Analyst... ...-Should possess an understanding of investment portfolio management and monitoring... ...system is in a normal state and turn on strategies for trading. -You will be expected...Work experience placementVisa sponsorship
- Milliman, Inc in Chicago, IL is seeking an Analyst for the Portfolio Management Group. This role involves executing passive investment strategies and maintaining trading models. The candidate should have a Bachelor's in finance or a related field and 3-5 years of relevant...Flexible hours
- ...that address complex needs across investments, estate planning, tax strategies, and more. Our team is dedicated to... ...client goals and communicates portfolio decisions clearly and proactively.... ...engagement with Sequoia Investment Research to maintain a deep understanding of...Full timeContract workWork at office
- ...Financial Group, seeks a seasoned advisor to service Family Wealth clients. You will align portfolio decisions with client goals, coordinate with advisors, and communicate investment strategies clearly to UHNW families. Ideal candidates have 3-5 years in wealth management,...Work at office
- Portfolio Analyst role with leading middle-market private equity firm. An opportunity to work at the intersection of private equity, data analytics, AI, and operational strategy within a highly active investment environment. The role will support investment evaluation,...
- # Investment Officer - Global Income StrategiesTeachers' Retirement System of the State... ...Investment Officer for its Global Income Strategies portfolio. TRS manages more than $83.7 billion... ...recommendations supported by research.Helpful experience includes fundamental...
$75k - $90k
## Private Investment Operations Portfolio Analyst, Bank LoansApplylocations: Chicago, ILtime type: Full timeposted on: Posted 4 Days Agojob requisition id: REQ-03839*****If you are an internal associate, please login to Workday and apply through Jobs Hub.*******Working...Work at officeLocal area$97.87k - $161.58k
Department The Portfolio Management Group manages 140... ...billion across multiple strategies. There are plans to... ...near future. Role The Analyst works closely with Portfolio... ...to implement passive investment strategies with an... ...processing, or index research (experience with ETFs...Full timeTemporary workWork experience placementWork at officeFlexible hoursNight shift$100k - $150k
...Partners in Chicago, Illinois, is hiring a Research Analyst to join the Manager Research team. This role... ...involves sourcing, evaluating, and monitoring investment managers, focusing on actionable insights to support portfolio management. The ideal candidate will have 2+...Work at officeRemote work- Wyatt Partners is looking for a Portfolio Analyst to work at the intersection of private equity, data analytics, and operational strategy. This role supports investment evaluations and develops data-driven tools to improve decision-making across the business. You will...
$95k - $110k
...facilities, and retailers. Job Description The Sr. NAM GTM Planning & Portfolio Analyst role is critical for supporting the strategic oversight of Go‑To‑Market (GTM) initiatives and portfolio strategies for North America Video Security & Access Control (VS&A). This...Relocation- LOCATION: CHICAGO, IL PORTFOLIO MANAGEMENT TEAM Portfolio Management is a dynamic, multi-faceted team that manages an institutional power... ..., leveraging a comprehensive energy risk management strategy and plan. YOUR IMPACT We are looking for a professional and dynamic...
- UL Standards & Engagement is seeking a Senior Investment & Treasury Analyst to manage the investment portfolio and support treasury operations in Evanston, Illinois. The successful candidate will monitor investments, develop financial models, and assist with tax filings...Flexible hours
$72k - $120k
...start of their career with Gelber. We invest in our future through our technology... ...market Manage your own risk of a portfolio of active strategies and drive trading decisions Collaborate... ...events impacting equities Conduct research to develop new strategies and improve...Full timeCasual workWork at officeFlexible hours$150k - $175k
...growing national registered investment advisory firm (RIA) based... ...We are seeking an Equity Research Analyst to join our Curi Capital Equity... ...you will work closely with portfolio managers and senior equity... ...investment insights across internal strategies that range up and down the...Temporary workWork experience placementWork at officeFlexible hours- ...Illinois Position Summary The Investment Analyst supports the Investments... ...fundamental credit and investment research across a range of asset... ...with issuer analysis, portfolio monitoring, market research... ...objectives and investment strategies. Track market, economic, industry...Full timeCasual work
- A leading real estate organization is seeking a Senior Financial Analyst to contribute to financial planning, analysis, and reporting. This role supports budget preparation, performance analysis, and valuation, needing strong analytical and communication skills. Ideal candidates...Full time
$83.1k - $141.3k
...service. Role Overview: The Sr. Financial Analyst will join the Technology Strategic Spend... ...‑specific analysis (focused on strategy, labor, hardware, software, etc.), but will... ...Capital Expenditures in the Technology Portfolio, including consideration for strategic prioritization...Work experience placementWork at officeWork from home- ...Investment Analyst The Investment Analyst plays a key role within the... ...s national student housing portfolio. Working closely with senior... ...transaction execution, market research, asset management, and... ...trends to inform investment strategy Asset Management...Work at officeLocal areaFlexible hours
$80k - $85k
...Portfolio Operations Analyst Nautilus Solar Energy’s Portfolio Operations Analyst will be responsible for supporting the management and operations of Nautilus’ generating portfolio. Using web-based monitoring tools, the Portfolio Operations Analyst will ensure Nautilus...Temporary workFor contractorsRemote workWeekend work
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