Portfolio Analyst Veterans Sourcing GroupPortfolio AnalystWhite Plains, NYRemotePrepares portfolio level analysis and reporting of financial control, resource utilization, risk, change management, benefits, unplanned work, etc., compares planned versus actual/forecasted, and examines the impact to the overall business. " Assist in reviewing that projects and programs progress from initiation to closeout and review that the investments and initiatives achieve alignment with organizational asset investment strategies, financial targets, and benefits.
Portfolio Analyst - $50/hr w2 Veterans Sourcing GroupPortfolio Analyst - $50/hr w2White Plains, NYPrepares portfolio level analysis and reporting of financial control, resource utilization, risk, change management, benefits, unplanned work, etc., compares planned versus actual/forecasted, and examines the impact to the overall business. " Assist in reviewing that projects and programs progress from initiation to closeout and review that the investments and initiatives achieve alignment with organizational asset investment strategies, financial targets, and benefits.
Portfolio Analyst III LancesoftPortfolio Analyst IIIChattanooga, TN$55Responsible for representing Administration and Information Services on agency-wide projects (typically less complex than those handled by a Senior Analyst) and/or supporting various committees (often including multiple corporate officers) established to resolve key business issues. Under the guidance of a Senior Portfolio Analyst, collaborate with the financial organization to quantify project benefits in a way that enables objective evaluation of projects against company objectives and supports project approval decision-making.
Fixed Income Portfolio Analyst Wellington Management Company LLPFixed Income Portfolio AnalystBoston, MAThe Securitized Team actively manages portfolios that provide exposures to agency mortgage-backed securities (MBS), mortgage derivatives (CMO), asset-backed securities (ABS), collateralized loan obligations (CLO), commercial mortgage-backed securities (CMBS), among others. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
Decarbonization Portfolio Analyst Google LLCDecarbonization Portfolio AnalystSeattle, WAAs our strategy progresses, you will lead the identification of new gaps and analytics needs and work with the appropriate partner teams to develop the tools, processes and best practices supporting such new features. We drive sustainability strategy and programs on carbon, circular economy, water, product integration, reporting, and employee engagement, while serving as a sustainability leadership advocate internally and externally.
Portfolio Analyst UCSF Medical CenterPortfolio AnalystSan Francisco, CAUnder the general direction of the Research Administration Manager, the PI Portfolio Analyst uses skills as a seasoned, experienced research administrator to independently oversee research awards, and / or transactions related to contract and grant management and maintains contract and grant records in compliance with institutional research sponsor policies. This role partners closely with university stakeholders (e.g., CGA, OSR, Supply Chain) and is responsible for oversight of award setup, invoicing, financial reporting, compliance, closeout, and all other aspects of fiscal management for Federal, State, and private sponsor awards supporting the department's research enterprise.
2027 Portfolio Implementation, Trading and Portfolio Finance Summer Analyst AQR Capital Management LLC2027 Portfolio Implementation, Trading and Portfolio Finance Summer AnalystGreenwich, CTThis role offers the opportunity to work with senior investment professionals within the firm and exposes the candidate to all aspects of portfolio management, in particular: Portfolio Construction: optimize portfolios based on model views, market frictions, and investment guidelines. A successful Portfolio Implementation, Trading and Financing Summer Analyst will become intimately familiar with global financial markets, financial economics, asset management, quantitative investing and AQR's investment philosophy.
Portfolio Analyst Allianz SEPortfolio AnalystChicago, IL$90,000–$110,000 / yearThe Chief Technical Office (CTO) is responsible for working with technical functions including Pricing, Product Management, Underwriting Integrity, Reinsurance, Portfolio and Accumulation Steering including Catastrophe Management, and Risk Consulting to ensure we are building Technical Excellence across our North America region, and in alignment with the overall global approach. Reporting to the Regional Head of Portfolio Steering - North America, you will be play a central role in supporting the strategic steering of regional portfolios for assigned Line(s) of Business, ensuring alignment with organizational goals and market conditions.
Portfolio Analyst Invesco LtdPortfolio AnalystAtlanta, GAAbout the Role: The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional portfolios. Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.
Portfolio Analyst City National BankPortfolio AnalystIrvine, CaliforniaRemote$65,296–$104,304 / yearFull timeAdditional Qualifications 0-3 years of experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience considered; internal mobility candidates highly desired and encouraged; referrals encouraged). 2 years of experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience considered; internal mobility candidates highly desired and encouraged; referrals encouraged).
Portfolio Analyst Ogletree DeakinsPortfolio AnalystGreenville, South Carolina$79,051–$120,422 / yearFull timeAnalyze complex insured accounts to review billing and payments for purposes of reconciliation of outstanding accounts receivable and unallocated cash; advise Managing Directors of identified issues and recommended steps to resolve. Position Summary: The Portfolio Analyst serves as a critical link between Firm management and the Revenue team, working directly with Managing Directors (MDs) at Ogletree Deakins.
Fixed Income Portfolio Analyst Wellington ManagementFixed Income Portfolio AnalystBoston, MassachusettsExamples of our benefits include retirement plan, health and wellbeing, dental, vision,and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). The base salary range for this position is: USD 80,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.
Portfolio Analyst InvescoPortfolio AnalystAtlanta, GeorgiaPursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional portfolios.
Retail Power Portfolio Analyst III BKV CorpRetail Power Portfolio Analyst IIIFort Worth, TXThe Retail Power Portfolio Analyst III supports BKV Energy's Go-To-Market (GTM) organization by developing, maintaining, and enhancing analytical tools that inform pricing, acquisition, retention, and risk management decisions for Residential and Small Commercial customers. Responsibilities Support recurring daily, weekly, and monthly operational and analytical deliverables, including retail COGS reporting for Residential and Non-Commercial segments, daily cash ‑ month P&L estimates, and weekly risk management reports.
Portfolio Analyst SDL Search PartnersPortfolio AnalystBoston, MassachusettsThis role will support the management and performance analysis of real estate investment funds, working closely with senior leadership to drive portfolio optimization and decision-making. Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plus.
Institutional Portfolio Analyst Royal Bank of CanadaInstitutional Portfolio AnalystMinneapolis, MinnesotaCommunicate accurate data to the Investment Management and Client Service teams – communicate critical portfolio information to investment management and client service, ensure the flow of time sensitive information and follow through on actionable items. Accurately reconcile investment portfolios – audit accounting data for accuracy and reasonableness, identify and resolve holdings and transactional discrepancies in a timely manner using multiple data sources, and track outstanding issues and ensure resolution.
Portfolio Analyst and Strategy Specialist - GDPR - Data and Automation The PNC Financial Services Group IncPortfolio Analyst and Strategy Specialist - GDPR - Data and AutomationPittsburgh, PA$91,000–$202,800 / yearAnalytical Approach, Banking Products, Big Data Management and Analytics, Business Analytics, Credit Risk, Mathematics of Financial Instruments, Operational Risk, Performance Measurement, Predictive Analytics, Pricing Models and Analytics, Regulatory Environment - Financial Services, Risk Management Banking. Works directly with lines of business, technology, and, the Data Privacy Office, data domain owners to gather requirements, run questionnaires and workshops, resolve gaps, and report status, combining hands-on analytical work with the ability to communicate clearly to senior stakeholders and regulators.
Portfolio Analyst MRINetwork JobsPortfolio AnalystClayton, MissouriThey are seeking a Portfolio Analyst to support client-facing consultants by helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze portfolio performance. This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver thoughtful solutions for clients.
Portfolio Analyst StratAcuity Staffing Partners IncPortfolio AnalystOrlando, FL$65–$71 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
NewSenior Specialist, IWM Portfolio Analyst The Bank of New York Mellon CorpSenior Specialist, IWM Portfolio AnalystBoston, MAIn this role, you'll make an impact in the following ways: Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.