Portfolio Analyst jobs

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COMMERCIAL CREDIT PORTFOLIO ANALYST, AT

Act as the primary account manager for a portfolio of loan accounts. Assist in establishing a monitoring process for the loan portfolio, and establish efficient and effective risk management reporting tools, in collaboration with...

CompanyApple Bank For Savings
AddressNew York, NY
CategoryInformation Technology
Salary$90,000 - $135,000 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Commercial Credit Portfolio Analyst, AT

Apple Bank For Savings

New York, NY

$90,000 - $135,000 a year

Act as the primary account manager for a portfolio of loan accounts. Assist in establishing a monitoring process for the loan portfolio, and establish efficient and effective risk management reporting tools, in collaboration with...

Portfolio Analyst

Digital Realty

Boston, MA

A bachelors degree in finance, Accounting, Business, Real Estate or a similar field. 1+ years of experience in real estate analysis/asset management, commercial leasing, commercial lending, or a financial analyst role is strongly...

Biomedical Research Portfolio Analyst

Knowesis

Silver Spring, MD

$66.1K - $83.7K a year

Serves as a Biomedical Research Portfolio Analyst for the oversight of the DHA Science and Technology (S&T) Portfolios, supporting various workstreams and tasks. Executes analytical tasks that enable rigorous strategic, financial,...

Investment Portfolio Analyst

Massmutual

Boston, MA

$113,100 - $148,400 a year

Research & Reporting Summarize and synthesize large data sets, research and analysis into tailored, digestible content for multiple audiences; communicate ideas and concepts through concise writing and use of graphics to inform...

Portfolio Analyst II

Townebank

Raleigh, NC

Is proficient in Microsoft Office (Word, Power Point, Excel, Outlook) Has the ability to work independently and prioritize work with minimal assistance. Has basic understanding of balance sheet, income statement and cash flow stat...

IT Portfolio Analyst

Central Hudson Gas & Electric Corp.

Poughkeepsie, NY

Competitive compensation. Medical, Dental, and Vision insurance. 401(k) Retirement Savings Plan with substantial company match. Life and Travel Insurance. Tuition Assistance. Wellness Reimbursement Program. Paid Holidays and Vacat...

Systematic Portfolio Analyst

Allspring

Charlotte, NC

Work as part of a systematic investment team looking to design and develop new and innovative investment products. Assist in the design and development of active and passive systematic investment strategies. Play a key role in the...

Portfolio Analyst

Evolve Talent Partners

San Francisco, CA

Participate in portfolio management activities for Balanced multi-asset class portfolios; such as management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate. Ensure tha...

Portfolio Analyst, Commercial Asset Management

Aspen Power Partners Llc

New York, NY

Engage in comprehensive data-pulling activities to reflect fleet operation status and conduct financial analyses for both internal and external stakeholders, delivering insights periodically or upon request. Support budgeting and...

Portfolio Analyst

Talentlink Solutions

Atlanta, GA

Prepare portfolio research reports at the request of the investment committee. Allocate aggregated trades across accounts. Monitoring to ensure portfolios stay within tolerance bands. Rebalancing accounts into portfolio models. Ac...

Systematic Portfolio Analyst

Allspring

Menomonee Falls, WI

Work as part of a systematic investment team looking to design and develop new and innovative investment products. Assist in the design and development of active and passive systematic investment strategies. Play a key role in the...

Portfolio Support Analyst

Bmo Us

Chicago, IL

$50,100 - $80,400 a year

Analyzes financial information, tax returns, credit bureau reports and other related materials. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accura...

Analyst, Credit BDC Portfolio Monitoring (DC or Houston)

Apollo

Houston, TX

$110,000 - $150,000 a year

Support all facets of pipeline, deal screening, approval, funding, and portfolio management, including valuation, and board and investor reporting Coordinate materials and related information necessary for the relevant investment...

Junior Enterprise Architect/Analyst Exp with Application Portfolio Management (NYC - Hybrid)

Omg Technology

New York, NY

Provide support and advise for product owners, risk analysts, governance personnel, and architects in the application data governance domain. Collaborate with peer groups across Technology, Risk, Architecture, and the LOBs to iden...

Retail Power Portfolio Management Analyst I

Engie

Houston,

Research complex business problems and identify opportunities to design, develop, and propose actionable solutions in support of costing, Portfolio Management, margin analysis activities and renewable pricing and structuring Sup...

Senior Portfolio Analyst

Waterton

Chicago, IL

$81.8K - $104K a year

Complete financial analyses, including cash flow projections and returns, for utilization in internal and external reporting. Run property and portfolio level sensitivities to assist Portfolio Management Team in business decisions...

Analyst, Portfolio Strategy & Compliance

Convergent Energy And Power

New York, NY

Support contractual, financial, and operational analyses of Convergent's solar and storage assets. Develop and maintain sophisticated models to support and forecast asset-level P&L performance. Assist team leadership in implementi...

Senior Portfolio Risk Analyst

Sunbit

Remote

$111K - $140K a year

Own Investor (lender) covenants monitoring that span across credit risk, payments, usage etc. Build dashboards for executive consumption that measure actuals against the forecast Build forecasting and projections framework for po...

Real Estate Transaction and Portfolio Analyst

Broadcom, Inc.

Irvine, CA

Support BRCM's Global Real Estate Transaction Managers; develop financial analysis of lease and sale/purchase transactions, coordinate supporting assumptions, preparation of internal approval decks. Facilitate global portfolio dat...

Dealer Lending Portfolio Analyst

Toyota Motor Sales, U.s.a., Inc.

Plano, TX

Collaborate with Dealer Lending Operations, Underwriting, Risk, and Field Sales to assist with client servicing, collecting financial information, following up for documentation, reviewing audit performance, reviewing payment patt...

Portfolio Analyst - L3

Artech Information System Llc

Warren, NJ

Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, a...

Dealer Lending Portfolio Analyst

Toyota

Plano, TX

$62.9K - $79.6K a year

Collaborate with Dealer Lending Operations, Underwriting, Risk, and Field Sales to assist with client servicing, collecting financial information, following up for documentation, reviewing audit performance, reviewing payment patt...

Portfolio Analyst

Rockefeller Capital Management

New York, NY

$130,000 - $140,000 a year

Assist in the construction and management of concentrated model equity portfolios. Analyze client/prospect equity holdings Assist Financial Advisors with requests and basic research related to equities Bachelors Degree with conce...

Portfolio Analyst - Aegon AM

Aegon Asset Management

Cedar Rapids, IA

Collect, produce and organize quantitative information necessary for portfolio decision-making using a variety of software tools including Blackrock's Aladdin system, Bloomberg, Excel and Business Objects. Develops and maintains i...

Sr. Regional Portfolio Analyst

Vacasa

Myrtle Beach, SC

Maximize homeowner & Vacasa revenue within your assigned region using revenue management and pricing strategiesSetup long range revenue strategies based on historical data and execute against real-time market conditions. Use advan...

Senior IT Portfolio Analyst (Knowledge Management & Innovation)

Ams Staffing, Inc.

Chicago, IL

Bachelors Degree in Business, Computer Science or related field or equivalent experience. A minimum of 5 years of experience as a Business Analyst, Portfolio Analyst, Project Coordinator or related role. Good understanding of SaaS...

Senior Credit Research Portfolio Analyst

Northern Trust

Chicago, IL

Unspecified

Performs complex financial and credit analysis using publicly available information, integrating conclusions with outside opinions and rating agency data. Recommends suitability of securities for Bank's investment portfolio with c...

Application Portfolio Analyst

Anderson Trucking Service

Saint Cloud, MN

four-year degree in Computer Science, Information Systems, or a related field preferred. 4 years of experience in information technology, preferably as a Business Analysis, Project Manager, Testing, or Support. Proficiency in Soft...

Asset Allocation - Portfolio Management Program Analyst

Pix11

New York, NY

Participate in the construction of pricing portfolios for new and prospective business. Assess how new investment strategies impact asset-liability management and underlying profitability for Global Atlantic. Work with the Investm...

Portfolio Monitoring Analyst

Sumitomo Mitsui Trust Bank, Limited

New York, NY

$95,000 - $130,000 a year

Supports Credit Analysts and CRE Team with:Reviewing construction drawsAmendments and waiversMonthly & quarterly asset managementLease approvals Reviewing construction draws Amendments and waivers Monthly & quarterly asset managem...