Average salary: $107,127 /yearly

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  • A leading financial services firm in St. Louis is seeking a Portfolio Analyst to manage investment-related support for clients. Responsibilities include handling complex client needs, creating investment policies, and conducting analyses. Required qualifications include... 
    Suggested

    Guggenheim Partners

    Saint Louis, MO
    3 days ago
  • A financial services firm is seeking a Portfolio Analyst for its St. Louis office. The role involves supporting clients with investment-related needs and requires strong communication skills, attention to detail, and a working knowledge of investment strategies. Candidates... 
    Suggested
    Work at office

    Guggenheim Securities

    Saint Louis, MO
    1 day ago
  • A leading financial services firm in Locust Valley is looking for an Associate to support Financial Advisors by conducting portfolio analytics, preparing industry research, and developing financial models. The ideal candidate will have a Bachelor’s degree and at least two... 
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    Raymond James

    Locust Valley, NY
    4 days ago
  • $113.27k - $181.23k

     ...Portfolio Valuation Analyst - Alternative Investments As a Portfolio Valuation Analyst - Alternative Investments, you'll play a critical role on our team in supporting our daily valuation process focusing on fair valuation of alternative assets. You will perform in-... 
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    Local area

    Capital Group

    Irvine, CA
    4 days ago
  •  ...Investment Portfolio Analyst The Investment Portfolio Analyst supports the Portfolio Managers with analytical data to assist in portfolio decision making and ensure consistency with the client's investment objectives, the Bank's operating policies and procedures, and... 
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    Temporary work
    Flexible hours

    Orrstown Bank

    Camp Hill, PA
    2 days ago
  • A leading investment firm is looking for a Portfolio Acquisition Officer in New York, NY (Hybrid). This role focuses on identifying, evaluating, and acquiring portfolio assets for investment firms or private equity. Responsibilities include sourcing acquisition opportunities... 
    Suggested

    TEEMA Solutions Group

    New York, NY
    2 days ago
  • $80.2k - $115k

     ...Overview The Opportunity: The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm... 
    Suggested
    Work at office
    Work from home
    Shift work

    Fisher Investments

    Camas, WA
    3 days ago
  • $50 per hour

     ...Portfolio Analyst Department : Information Services / Office of the CIO Location : Watsonville, CA (4–5 days onsite – no flexibility) Role Type : Contract (6+ months, likely extension to 12–18 months) About Our Client Our client is a global technology solutions... 
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    Contract work
    Work at office

    Catapult Solutions Group

    Watsonville, CA
    2 days ago
  •  ...We are seeking a Portfolio Analyst to join our client's team! The Portfolio Analyst will work closely with the Investment Policy Committee (IPC) and support staff to assist in all areas of the investment process. Key tasks will center around cash management and portfolio... 
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    Leeds Professional Resources

    Miami, FL
    3 days ago
  •  ...large-scale asset management company significant assets under management. About the Role The firm is looking for an Analyst to join the Portfolio Management Team. You'll be joining a nimble, experienced team tasked with overseeing and managing a portfolio consisting... 
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    Connect Search, LLC

    Chicago, IL
    15 hours ago
  •  ...Work as a Portfolio Business Analyst (PBA) on our team as the primary point of contact (POC) as we help the customer overcome their most difficult challenges in performance monitoring. Apply your knowledge to manage customer expectations and manage escalations as they... 
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    RIT Solutions, Inc.

    Durham, NC
    1 day ago
  • $25 - $26 per hour

     ...may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job Support Consumer Portfolio Management functions by managing a portfolio of SFR loans using a risk-based approach. Seeking a detail-oriented and customer-... 
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    For contractors
    Work at office
    Local area

    Axos Bank

    San Diego, CA
    2 days ago
  •  ...Top-Tier Bank in Midtown, Manhattan is seeking an Underwriting & Portfolio Analyst (Project Finance) for a long-term, temporary-to-permanent position! Responsibilities: Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio... 
    Suggested
    Permanent employment
    Temporary work

    Social Capital Resources

    New York, NY
    2 days ago
  • $23 per hour

     ...A leading global financial services firm is seeking a contracted Alternatives Portfolio Services Analyst to join its Asset & Wealth Management operations team in Dallas. This role supports the operational infrastructure behind alternative investment portfolios and complex... 
    Suggested
    Contract work
    Work at office
    Immediate start

    Career Group

    Dallas, TX
    3 days ago
  •  ...Title: Program/Portfolio Reporting Analyst Location: Charlotte, NC 28203 - 3 days onsite per week Type: 6+ Months Job Description The Program/Portfolio Reporting Analyst will drive transparency, enable informed decision-making, and strengthen governance... 
    Suggested
    3 days per week

    The Judge Group

    Charlotte, NC
    15 hours ago
  •  ...JOB OVERVIEW The Commercial Portfolio Risk Analyst is responsible for independent monitoring and analysis of the Bank’s commercial loan portfolio, with emphasis on CRE concentration management, NAICS industry exposure, stress testing, construction loan risk oversight... 
    Local area

    Horizon Bank

    Portage, MI
    2 days ago
  •  ...Investment Trust is seeking a highly driven and detail-oriented Analyst to join our team. Bond Street REIT is a private, perpetual...  ...exchange transactions, further expanding and institutionalizing the portfolio. More information about the firm is available at bondstreetreit... 
    Full time
    Work at office
    Flexible hours

    Bond Street REIT

    Charleston County, SC
    4 days ago
  •  ...the asset management arm of this platform, delivering hands-on portfolio oversight and operational support across both debt and equity investment...  ...debt and equity commercial real estate asset management. The Analyst will be an active member of the asset management team for... 
    Work at office
    Local area
    Remote work

    WinOps

    Boston, MA
    3 days ago
  • A hospitality management firm based in Dallas is seeking an Analyst of Portfolio Management to support a vertically integrated platform. This full-time role offers exposure to senior leadership and involves working on initiatives to enhance performance across multiple... 
    Full time

    Ashford Inc.

    Dallas, TX
    2 days ago
  • A large financial services firm is seeking a Senior Technology Portfolio Management Analyst for a long-term contract in Charlotte, NC. This hybrid role involves independently managing portfolio activities, consulting on complex initiatives, and supporting technology business... 
    Long term contract

    Motion Recruitment

    Charlotte, NC
    2 days ago
  • We’re partnering with a leading investment firm to hire a Portfolio Analyst to join a high-performing Finance team. This is a great opportunity for someone with strong analytical skills, a foundation in finance, and a passion for leveraging data and technology to drive... 

    Private Equity

    Boston, MA
    15 hours ago
  • Charlotte, NC | Full-Time | In-Office/Hybrid Investments Team Grubb Properties is seeking a Portfolio & Strategy Analyst to support the Investments and Investor Relations teams in developing high-quality investment materials, market insights, and research that support... 
    Full time
    Contract work
    Internship
    Work at office

    TalentAlly

    Charlotte, NC
    15 hours ago
  •  ...position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC FUNCTION: The Portfolio Analyst is responsible for analyzing and evaluating numerous or large and complex commercial and/or real estate loan application;... 
    16 hours
    Temporary work
    Part time
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Afternoon shift

    American AgCredit

    Scott City, KS
    2 days ago
  • A financial institution is looking for a Portfolio Specialist I to assist in managing client portfolios and executing investment strategies. This role requires a Bachelor's degree in Finance or Accounting and the ability to analyze portfolios and market trends. Candidates... 

    Orrstown Bank

    Shippensburg, PA
    2 days ago
  •  ...verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real‑time. PitchBook’s Portfolio Analyst, Private Capital supports our Lumonic subsidiary and is responsible for helping customers with portfolio... 
    Work experience placement
    Internship
    Work at office
    Remote work

    PitchBook Data

    Austin, TX
    4 days ago
  • A leading investment firm located in St. Louis is seeking a Portfolio Analyst to provide investment-related support for a select group of client relationships. This role involves handling complex client needs, conducting analyses, and collaborating closely with consulting... 
    Work at office

    Guggenheim Securities

    Saint Louis, MO
    1 day ago
  • A major beverage company in Atlanta is seeking a Receivables Specialist to manage complex account portfolios, analyze trends, and communicate effectively with customers and distributors. The role requires strong analytical and Excel skills, along with 2 to 5 years of experience... 

    Coca-Cola Bottlers' Sales & Services

    Atlanta, GA
    1 day ago
  • $140k - $185k

    Portfolio Evaluation Analyst - Private Equity (Entry-Level) Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 - $185,000+ total compensation (varies by employer) About This Role This Portfolio Evaluation Analyst - Private... 
    Full time
    Internship

    TEEMA Solutions Group

    New York, NY
    2 days ago
  • A state housing finance agency is seeking a Portfolio Conversion Analyst to provide analytical support in Chicago. This role involves collecting and reviewing financial reports, monitoring construction processes, and analyzing loan conditions for conversion to permanent... 
    Permanent employment

    Illinois Housing Development Authority

    Chicago, IL
    3 days ago
  • A leading investment firm in Boston is looking for a Portfolio Analyst to join their dynamic Finance team. The position involves ownership of portfolio analysis across diverse investments, including ongoing performance monitoring and supporting fundraising efforts. Ideal... 

    Private Equity

    Boston, MA
    1 day ago