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Portfolio Data Analyst Jobs

Portfolio Analyst Jobs
By Clarity Recruiting At New York, NY, United States
Fundamental knowledge and understanding of multifamily transactions and management
Demonstrated time management skills with the ability to manage multiple projects
Support portfolio management in annual budget and asset planning process
2-3 years of real estate investment/development, investment banking, or finance experience
Maintain and analyze fund-level financial models in order to manage liquidity needs
Experience underwriting ground-up multifamily development opportunities with waterfall structures as well as core/core-plus and value-add investment opportunities
Analyst / Portfolio Manager Jobs
By Brown Capital Management At Washington DC-Baltimore Area, United States

International equity research.

Loan Portfolio Analyst Jobs
By LendKey Technologies, Inc. At United States
3+ years of business analyst experience - product management experience preferred
Experience working in finance & retail and/or consumer lending industries
Desire to pursue product management
Drive requirements for the loan participation platform to:
Leverage loan & finance industry expertise to inform product decisions
Leverage knowledge of ACH and modern payment technologies
Portfolio Analyst Jobs
By Berkadia At Ambler, PA, United States
Strong customer service focus within the context of a risk management/asset management role.
Where appropriate, work with the Cash Managed Loans Group in the administration of hard lockbox waterfall processing.
Consult with manager and other personnel within Berkadia, as necessary, and follow-up with borrower to ensure completion of requests and inquiries.
Confront and seek to resolve problem situations in conjunction with assessment of loan document requirements and investor guidelines.
Develop personal technical skills by completing appropriate training courses and satisfying the annual required training hour minimum.
This job has no supervisory responsibilities.
Portfolio Analyst Jobs
By Diaconia At Oxon Hill, MD, United States

Diaconia is looking for a talented Portfolio Analyst to join our Amazing team! If you're looking to join a company that truly appreciates you and your talents, look no further! At Diaconia, we are ...

Portfolio Analyst Jobs
By Fidelity Investments At , Merrimack, 03054, Nh
Contribute to the implementation, launch, on-going management and improvement of investment strategies using scalable methodologies.
3+ years of investment experience in the fixed income field, and knowledge of fixed income markets and securities.
Excellent communication and presentation skills; experience presenting sophisticated concepts and results to large audiences in an intuitive manner.
Real passion for financial markets and the investment management process.
Ensure portfolio targets for cash, duration, and currency exposures are managed appropriately in accordance with Portfolio Managers.
Analyze shareholder/client activity and work with Portfolio Managers on investment and divestment options.
Portfolio Analyst Jobs
By New York Life Insurance Co At , New York, Ny $102,500 - $152,500 a year
2-4 years of experience in portfolio risk management
Provide transparency and investment insights to NYLIM senior management as well as NYLIM’s marketing and distribution teams
Produce detailed analysis and thoughtful recommendations for senior management
Serve as a firm-wide resource for analytical support, risk management, and investment due diligence
Expertise in equities, fixed income and multi-asset portfolio management strategies and risk management techniques.
Exceptional communication skills, both written and verbal
Portfolio Analyst Jobs
By NeighborWorks Capital At Silver Spring, MD, United States
Ability to enter data and use database software; experience with Salesforce or other loan management and servicing database software a plus
Support Portfolio Management team’s efforts to manage portfolio and complete portfolio tasks
Review Loan Closing Summary to ensure transfer of information to portfolio management
Share responsibility with Loan Officers for relationship management of borrowers or potential borrowers to create loyalty and repeat business
Other relevant experience and/or education will be considered in exchange for up to two of the three required years
Manage Salesforce Reporting Portal and customer communications
Portfolio Analyst Jobs
By City National Bank At , Irvine, Ca $65,296 - $104,304 a year
Strong problem solving and analytical skills
Excellent communication skills; professional demeanor
Interest and / or experience in client facing role
Bachelor’s degree - preferably major in Finance
To be considered for this position you must meet at least these basic qualifications
Ability and desire to learn
Business/Portfolio Analyst Jobs
By Mercury Partners At New York City Metropolitan Area, United States
Requirements: 1-3 years of experience in Investment Banking, Investment Management, or Equity Research.
Develop portfolio construction insights and recommendations to firm management and portfolio managers
Continuously evaluate the construction and returns of the firm’s long/short equity portfolios
Perform analytics on portfolios, markets, and business units
Deliver process excellence across the team’s critical workflows, including daily analytics, capital allocation, and business planning
Help execute the strategic agenda for the broader CIO group
Portfolio Analyst Jobs
By Index Fund Advisors, Inc. At , Irvine, 92612, Ca $55,000 - $65,000 a year
1. Basic knowledge of financial markets (Mutual Funds, Equity, Fixed Income)
3. Proficient PC, Excel, Microsoft office skills
1. Interest in Finance and Financial Markets/Market Theory
3. Financial Background (Business/Finance/Economics Degree)
You are adaptable to a constantly changing environment
You embrace new challenges and enjoy solving complex problems