Commercial Portfolio Analyst Bank of MontrealCommercial Portfolio AnalystBrookfield, WI$55,000–$110,000 / yearThe role supports commercial lending teams through ongoing credit administration, with a primary focus on financial covenant compliance and related portfolio monitoring activities. Apply working knowledge of accounting principles and financial statements (income statement, balance sheet, cash flow) to support credit analysis and underwriting.
Energy Market Portfolio Analyst City of GeorgetownEnergy Market Portfolio AnalystGeorgetown, TX$111,738.12–$139,963.20 / yearAssists with daily, monthly, and other wholesale power purchases; Assists with the planning, designing, and execution of energy risk management strategies and transactions. Knowledge, Skills, and Abilities: Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed.
Municipal Bond Credit Analyst/Portfolio Manager WSFS BankMunicipal Bond Credit Analyst/Portfolio ManagerBerwyn, PennsylvaniaBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Corporate Banking Portfolio Manager - VP Associated Banc-CorpCorporate Banking Portfolio Manager - VPChicago, IL$88,060–$150,960 / yearCoordinate loan renewals, due diligence, and credit documentation by working closely with clients, credit teams, and internal business partners. 5+ years of experience in Commercial Banking, Commercial Real Estate, Corporate Banking, Specialized Banking, or Credit Approval.
Analyst, Portfolio Construction & Trading Acadian Asset Management LLCAnalyst, Portfolio Construction & TradingBoston, MA$80,000–$95,000 / yearPosition Overview: The Analyst will work across both Portfolio Construction and Trading functions, gaining hands-on exposure to portfolio implementation, trading, quantitative analysis, and the systems and processes used to manage client portfolios. This is an entry-level opportunity for a recent graduate from a STEM program who is highly quantitative, technically capable, and interested in applying Python, AI tools, automation, and data analysis to real-world investment management problems.
Investment Operations Analyst Sr. Texas Scottish Rite for ChildrenInvestment Operations Analyst Sr.Dallas, TexasThe position supports senior investment office staff and has broad exposure to the workings of an institutional investment office and equities, fixed income, private equity, private credit, and hedge funds. This position is responsible for daily investment analysis, cash flow forecasting, investment operations, endowment operations, performance reporting, and guideline reviews for multiple institutional investment pools.
Portfolio Management Analyst/Associate Apollo Global ManagementPortfolio Management Analyst/AssociateEl Segundo, CA$150,000–$175,000 / yearThis role is well-suited for someone who thinks like an investor, works like an analyst, and reaches for AI tools by default - comfortable building quantitative frameworks and equally comfortable using them to form a view. Apollo Aligned Alternatives Fund (AAA) is Apollo's flagship vehicle providing institutional and individual investors with access to private and public market opportunities by investing alongside Apollo's balance sheet.
Associate Portfolio Strategist | Retirement Plans CBIZ IncAssociate Portfolio Strategist | Retirement PlansMemphis, TNWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Commercial Portfolio Manager II Huntington Bancshares IncCommercial Portfolio Manager IIHouston, TXSummary: The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
Analyst, Corporate Banking - Capital Optimization & Returns Wells Fargo & CoAnalyst, Corporate Banking - Capital Optimization & ReturnsCHARLOTTE, NCThis role will assist in overseeing strategic efforts and day to day activities related to structure and pricing of capital being deployed, client relationship profitability, and portfolio analytics, including influencing capital and balance sheet decisions that achieve organizational goals, drive responsible loan growth, higher revenue and profitability. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Program & Portfolio Management - Analyst, Business Ampcus IncorporatedProgram & Portfolio Management - Analyst, BusinessReston, VAThe Agile Senior Business Analyst serves as a key liaison between business stakeholders and Agile delivery teams, ensuring that evolving business needs are continuously understood, prioritized, and translated into actionable user stories and product features. This role is responsible for facilitating Agile ceremonies, refining backlogs, and driving iterative delivery of value through close collaboration with Product Owners, Scrum Masters, developers, and QA teams.
Portfolios Solutions Analyst Allianz SEPortfolios Solutions AnalystO'Fallon, MOFrom career development and digital learning programs to international career mobility, we offer lifelong learning for our employees worldwide and an environment where innovation, delivery and empowerment are fostered. Position Overview: Reporting to the Regional Head of Portfolio Solutions and Delegated Authority in North America, the Portfolio Solutions Analyst will support the operation and oversight of our delegated authority portfolio.
Senior Analyst, Portfolio Management Team Corebridge Financial IncSenior Analyst, Portfolio Management TeamHouston, TXAssist in the design and development of tools for use in the line of business asset allocation process which will enable and assist with adhering as closely as possible to intended line of business preferences for newly purchased assets, along with following certain rules and/or guidelines regarding the general allocation of assets. These asset classes include investment grade and high yield corporate debt, sovereign and emerging market debt, municipal debt, securitized products, residential and commercial mortgage loans, private placements, real estate, public equities and private equities.
Senior Healthcare Equity Analyst/Associate Portfolio Manager Nomura Holdings IncSenior Healthcare Equity Analyst/Associate Portfolio ManagerPhiladelphia, PA$220,000–$260,000 / yearBy connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). The Core Equity team is an 8-person dedicated team in Philadelphia, managing US Small Cap Core, SMID Cap Core, and Large Cap ESG Strategies in mutual funds and separate account vehicles.
Senior Portfolio Analyst Allianz SESenior Portfolio AnalystO'Fallon, MO$115,000–$150,000 / 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. Ability to provide constructive feedback, resolve conflicts, and foster collaboration; Ability to lead initiatives, make strategic decisions, and drive organizational change; Excellent written and verbal communications skills, with an ability to develop and positively influence key, strategic position holders across locations and functions; and.
Business Systems Analyst - Strategic Portfolio Management NvidiaBusiness Systems Analyst - Strategic Portfolio ManagementSanta Clara, CAWhat you'll be doing: Lead focused discovery workshops with business users, product owners, engineering teams, and platform partners to uncover workflow friction, clarify outcomes, and identify high-value opportunities for AI, automation, or process simplification. Configure, coordinate, and optimize enterprise work-management platforms and connected capabilities, including projects, workflows, forms, fields, permissions, notifications, dashboards, reporting, integrations, scripts, and intelligent experiences.
Portfolio Reporting & Analytics Analyst - EPMO US Anesthesia Partners, Inc.Portfolio Reporting & Analytics Analyst - EPMORemoteRemote$66,900–$113,700 / yearFull timeThis role is responsible for developing and maintaining Smartsheet reports and dashboards, Power BI reporting solutions, portfolio KPIs, governance reporting, and executive-level report-outs used in weekly, monthly, quarterly, and annual business reviews. This role combines analytical expertise, data visualization, portfolio management knowledge, and executive communication skills to transform project and portfolio data into actionable insights that support organizational strategy and operational excellence.
Portfolio Reporting & Analytics Analyst EPMO U.S. Anesthesia Partners IncPortfolio Reporting & Analytics Analyst EPMO$66,900–$113,700 / yearThis role is responsible for developing and maintaining Smartsheet reports and dashboards, Power BI reporting solutions, portfolio KPIs, governance reporting, and executive-level report-outs used in weekly, monthly, quarterly, and annual business reviews. This role combines analytical expertise, data visualization, portfolio management knowledge, and executive communication skills to transform project and portfolio data into actionable insights that support organizational strategy and operational excellence.
Associate Portfolio Manager Man GroupAssociate Portfolio ManagerMassachusettsPowered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. The Fixed Income Associate Portfolio Manager role spans a broad spectrum of research, investment, and technical tasks as part of the systematic fixed income team (Credit and Rates).
NewInvestment Analyst Calamos Investments LLCInvestment AnalystNaperville, IL$70,000–$90,000 / yearPartners with Wealth Advisors and other field professionals to provide technical investment support on portfolio matters, including private alternatives and tax-managed solutions, and to communicate investment strategies and market perspectives clearly. Executes the day-to-day administration of private-alternative investments, including re-registrations, subscriptions, tenders, trade-ticket processing, and coordination with internal teams, custodians, fund sponsors, and platforms such as CAIS.