4197 portfolio analyst jobs found

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Equitable Services. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Portfolio Analyst (HYBRID) ( 250000KV ) Primary Location : UNITED STATES-NY-New York Organization : Equitable Schedule : Full-time About The Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. We are seeking a full-time Associate to join the General Account (“GA”) Investment team to support the day-to-day management of the GA investment portfolio. The successful...

Work Location: Southfield, Michigan, United States of America Hours 40 Pay Details $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line Of Business Risk Management Job Description Job Description Summary The Risk Portfolio Analyst III provides skilled analytical research, analysis,...

About The Role: As a CBRE Portfolio Analyst, you will assist with the designof future work environments for large and high-profile clients. This job is part of the Client Consulting function. They areresponsible for Space Planning services in relation to real estate operationsand investments. What You'll Do: Support development of complex evaluations related to specific initiatives. This includes market views and dynamics, and benchmarking. Conduct and present research on industry best practices and benchmarks to clients. Provide preliminary recommendations Review and assemble large proposals' intervention including pre-sales and sales actions. Develop sophisticated strategic framework with management. Assist with collecting clients' needs and programming future spaces. Study complex quantitative and qualitative data from research. Coordinate with design teams on the space design phase. Coordinate data collection of...

About The Role: As a CBRE Portfolio Analyst, you will assist with the designof future work environments for large and high-profile clients. This job is part of the Client Consulting function. They areresponsible for Space Planning services in relation to real estate operationsand investments. What You'll Do: Support development of complex evaluations related to specific initiatives. This includes market views and dynamics, and benchmarking. Conduct and present research on industry best practices and benchmarks to clients. Provide preliminary recommendations Review and assemble large proposals' intervention including pre-sales and sales actions. Develop sophisticated strategic framework with management. Assist with collecting clients' needs and programming future spaces. Study complex quantitative and qualitative data from research. Coordinate with design teams on the space design phase. Coordinate data collection of...

R212693 Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Portfolio Analyst & Strategy Analyst Sr within PNC's Small Business organization, you will be based in Denver. CO. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Provides financial and regulatory reporting and analyses to maintain adequate...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Portfolio Analytics and Strategy Analyst Senior within PNC's Monitoring under Enterprise Fraud Organization (EFO) you will be based in Pittsburgh, PA or Cleveland, OH. As part of the Enterprise Fraud Organization (EFO), the React Identify team focuses on quickly identifying emerging fraud trends and uncovering potential gaps in fraud mitigation processes through anomaly detection and data analytics. The key responsibilities of this role include: Developing effective anomaly detection metrics and monitoring tools to identify potential fraud. Analyzing data to detect suspicious activity,...

General information Career area Portfolio Management Work Location(s) 3333 Finley Road, IL Remote? No Ref # 21814 Posted Date 03-03-26 Working time Full time Ally and Your Career Ally Financial only succeeds when its people do - and that’s more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You’re constantly evolving, so shouldn’t your opportunities be, too? Work Schedule: Ally designates roles as (1) fully on-site, (2) hybrid, or (3) fully remote....

Job Description Insight Global is seeking a Portfolio Accounting Operations Analysts to join a leading independent asset management firm. This Analyst will be expected to handle multiple requests from portfolio managers. They will - prepare and review daily, weekly, and monthly reconciliations for separate accounts, ensuring alignment between the internal accounting system, trading platforms, and custodians The individual may also be asked to lead or co-lead projects with the fixed income team and must be able to hit the ground running. - Thoroughly investigate and resolve reconciliation discrepancies promptly. Collaborate effectively with team members to manage shared responsibilities and ensure operational consistency. You will lead and support initiatives aimed at process improvement and enhanced oversight. This involves communicating clearly and professionally with custodians, internal operations, investment teams, and relationship managers to resolve issues and...

General information Ref # 21814 Remote? No Ally and Your Career * Ally Financial only succeeds when its people do - and that's more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You're constantly evolving, so shouldn't your opportunities be, too? The Opportunity Note: This role may be filled at Assoc Analyst (3H) or Analyst (3G) depending on candidate experience and knowledge. As a part of the Dealer Portfolio Management team, the Analyst is responsible for Portfolio Risk Management and identifying...

Randstad is currently partnering with one of Global Investment in the finance industry, and recruiting candidates to join their team as a Portfolio Operations Analyst. This 6 month contract assignment would require you to work at least 3/4 days per week Onsite. Please see the job description below for more details. If you are interested in learning more about this opportunity, apply with your resume!   **You will need to use your own equipment** salary: $40 - $50 per hour shift: First work hours: 8 AM - 5 PM education: Bachelors Responsibilities Responsibilities: Prepare and review daily, weekly and monthly separate account reconciliations between internal accounting system and both trading system and custodians Thoroughly research discrepancies and resolve in a timely manner Set up newly funded accounts with cash and assets on accounting and trading systems Work cooperatively with team members on shared responsibilities Lead and contribute to improvements and...

Randstad is currently partnering with one of Global Investment in the finance industry, and recruiting candidates to join their team as a Portfolio Operations Analyst. This 6 month contract assignment would require you to work at least 3/4 days per week Onsite. Please see the job description below for more details. If you are interested in learning more about this opportunity, apply with your resume!   **You will need to use your own equipment** salary: $40 - $50 per hour shift: First work hours: 8 AM - 5 PM education: Bachelors Responsibilities Responsibilities: Prepare and review daily, weekly and monthly separate account reconciliations between internal accounting system and both trading system and custodians Thoroughly research discrepancies and resolve in a timely manner Set up newly funded accounts with cash and assets on accounting and trading systems Work cooperatively with team members on shared responsibilities Lead and contribute to improvements and...

Why work for us? A career at Janus Henderson is more than a job, it’s about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity As a Portfolio Services Analyst, you will support the Janus Henderson Investment staff by assisting with SMA processing and UMA model delivery. For SMA processing this includes order generation, quality review, compliance review, order...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Portfolio Analytics & Strategy Analyst within PNC's Balance Sheet Analytics & Modeling Real Estate Market Analytics organization, you will be based in Pittsburgh, PA, Cleveland, OH or Chicago, IL. As a Portfolio Analytics & Strategy Analyst within the Real Estate Market Analytics (REMA) group you will be responsible for vetting real estate collateral for potential and existing PNC loans prior to ordering a third-party appraisal. Emphasis is placed on prospective asset performance due to a large level of new construction lending. Analyst will cross-check forward-looking developer...

Portfolio Intelligence Analyst 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 Intelligence Analyst description represents the type of early-career portfolio analytics and insights roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive portfolio-focused roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact roles within private markets investment firms. More information is available at careerlaunch.ai . About the Opportunity Investment firms within the Career Launch AI network—including private equity, growth equity, private credit, and multi-asset platforms—may seek a highly...

Portfolio Risk & Controls Analyst 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 Risk & Controls Analyst description represents the type of early-career portfolio risk, governance, and oversight roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive risk, portfolio oversight, and investment governance roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact roles across private markets firms. More information is available at careerlaunch.ai . About the Opportunity Investment firms within the Career Launch AI network—including private equity, private credit, growth...

Portfolio Data Analyst 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 Data Analyst description represents the type of early-career data-driven portfolio analytics roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive portfolio data, analytics, and investment support roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact roles at investment firms. More information is available at careerlaunch.ai . About the Opportunity Investment firms within the Career Launch AI network—including private equity, growth equity, private credit, and multi-asset platforms—may seek a technically...

It Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make The main function of the Analyst, Underwriting & Portfolio Management is to assist the Underwriter(s) in analyzing, structuring and processing corporate loan transactions. Collects, packages, reviews and reconciles financial documents. Analyzes and underwrites transactions. Conducts detailed economic research to determine feasibility of transactions. Assists the underwriter in preparing...

Portfolio Returns Analyst 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 Returns Analyst description represents the type of early-career, analytics-focused private equity roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive investment and portfolio analytics roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai . About the Opportunity Lower middle-market private equity firms within our network may seek analytically strong Portfolio Returns Analysts to support deal-level and portfolio-wide...

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 Equity description represents the type of early-career, post-investment–focused roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive private equity and investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai . About the Opportunity Lower middle-market private equity firms and investment platforms within our network may seek analytically strong Portfolio...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Portfolio Analytics & Strategy Analyst Sr within PNC's Technology organization, you will be based in Pittsburgh, PA; Cleveland, OH; Birmingham, AL, Dallas, TX or Lakewood, CO We are seeking a driven and strategic professional to support the expansion of our product portfolio, with a key focus on partnering with Retail Digital teams, launching new products, and shaping the fraud-aligned strategy that guides their success. This role will play a critical part in building mitigation plans for new product launches, ensuring risk-aware execution, and influencing the long-term direction of our product...

University Staff Description Join Our Team and Make a Difference in Higher Education! At the System Administration office at the University of Colorado, we are dedicated to building a workplace where everyone feels valued, supported, and empowered to thrive. Our office is committed to fostering a culture where employees find community, a sense of belonging, and the opportunity to contribute meaningfully to our mission and purpose. By joining our team, you’ll have a direct impact on shaping the future of higher education. In addition to the Office of the Board of Regents, the University of Colorado’s system administration includes 19 units that provide essential services to CU’s campuses in Aurora, Boulder, Colorado Springs, and Denver, as well as the Office of the President. While not a part of any one campus, we are proud to serve in the centralized office for the University system. Together, we ensure CU continues to deliver outstanding education,...

General information Ref # 21655 Remote? No Ally and Your Career * Ally Financial only succeeds when its people do - and that's more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You're constantly evolving, so shouldn't your opportunities be, too? The Opportunity This role is on a hybrid schedule in our Charlotte or Detroit office a few days a week. As the Sr Analyst, HR Portfolio Management Operations & Incident Management, you will be responsible for enabling the adoption of the Agile Framework...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s...