Portfolio Analyst Jobs in the United States

KBW Financial

Boston, MA

The Portfolio Analyst is responsible for conducting a wide variety of equity portfolio analysis including performance, attribution and return decomposition related tasks. Prior fund accounting experience or experience in a performance role along with strong technical skills using Python/Tableau is highly desirable.

STI Tech Inc

Washington, DC

Apply analytical support and rigor to reviews of the contributions of on-going, new, or altered capabilities and capability requirements made toward mitigating capability gaps for reducing risks within portfolios; and help ensure warfighters have sufficient ability to conduct tasks and missions under applicable threat conditions. Operational experience includes planning and executing combined and joint operations at the theater or component level, knowledge of combat arms, all source intelligence analysis, logistics, civil-military operations, and site’s area of responsibility or functional area) and task related experience.

Integrated Data Services

Arlington, VA

IDS is currently searching for a Financial Analyst with experience in DoD or government financial management processes, government financial and accounting systems, acquisition and budgeting processes and relational databases to provide support and training on-site to a government customer. When determining an applicants compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.

KBW Financial

Boston, MA

Demonstrate a strong working knowledge of all investment types, including equity and fixed income products, and derivative instruments; • Prior experience monitoring investment guidelines, working in an investment compliance role, understanding regulatory requirements for 40 Act and UCITs funds, and coding investment restrictions into a vendor or proprietary compliance monitoring system, specifically Sentinel, would be advantageous; • Be self-confident, a self-starter, results driven, energetic, have an inquisitive mind, and be controls conscious; • Have strong organizational skills, an ability to manage assignments with competing priorities, excellent communication skills, and the ability to work both independently and as a member of a team; • Have strong attention to detail and computer literacy (knowledge of Word, Excel, and similar tools). • The Analyst will focus on providing support to investment teams, to ensure that investment transactions and holdings are compliant with client guidelines and regulatory requirements; • The Analyst will be part of the team that i) Reviews Investment Management Agreements, evaluates client guidelines, and maintains the guideline monitoring system, performs real-time, pre-trade support with investors, and iii) resolves post-trade incident exceptions generated from Sentinel; • The Analyst will work collaboratively with other Guideline Monitoring Analysts, as well as other internal teams, specifically our Global Relationship Teams, Product Management and Portfolio Management, to develop a deep understanding of investment strategies relative to client guidelines and regulatory requirements.

Trigyn Technologies Inc

White Plains, NY

Duties include but are not limited to producing and analyzing cash flow and bank account support, various financial metrics, and other scenarios. • Implement additional reports to present data in a concise and useful fashion, under the guidance of manager and senior team members.

Strategic Staffing Solutions

$70 - $80 Per Hour

St Louis, MO

Experienced in managing workload and time management given Day 1 – 10 will require a large time investment of the individual, knowing the remaining weeks in the month will be considerably lighter. • Meet with Digital leaders to establish and update: • Meaningful monthly reports to management regarding the budget, actuals and forecast.

Creative Financial Staffing

$90000 - $120000

Janesville, WI

Leadership Exposure: You’ll work closely with senior leadership, gaining valuable insights and contributing directly to decision-making processes. Reporting & Analysis: Generate detailed financial reports for senior leadership, providing insights into cash flow trends and future projections.

Softworld Inc

Lexington, MA

Process new R&D program start packages, program Period of Performance and Total Estimated Cost increases and funding de-obligation requests. Work with the Planning & Analysis section to maintain charts in the SAP Analytics Cloud Financial Performance Dashboard.

Creative Financial Staffing

$80000 - $100000

Orlando, FL

The Sr Treasury Analyst will be responsible for: Managing daily cash operations, including cash positioning, forecasting, and short-term investments. Keywords: Sr Treasury Analyst, cash management, liquidity analysis, treasury operations, financial risk management, banking relationships.