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Junior Portfolio Analyst Jobs

Junior Portfolio Manager Jobs
By Bank of America At New York, NY, United States
Strong relationship management and polished communication skills
Ensure timely enrollment of new accounts onto trading and portfolio management platform (Charles River) and investment of new funds
Interact with Private Bank partners to communicate team capabilities/solutions as well as resolve client questions
Ability to manage multiple deliverables simultaneously, work independently, but also support broader team efforts
Curiosity, knowledge and enthusiasm for the securities and financial market
Strong analytical and problem-solving skills
Junior Analyst - Portfolio Analytics
By StepStone Group At La Jolla, CA, United States
Classify and store characteristics of investment managers into StepStone’s proprietary database
Possesses or in pursuit of a Bachelor’s degree in Finance, Economics, Accounting, Business Information Systems, or a related field
Preference for individuals with relevant internships or work experience
Basic familiarity of Python or other coding knowledge is required
MySQL or other database experience preferred
Knowledge of investments and/or private markets
Junior Portfolio Analyst Jobs
By Berkadia At Scottsdale, AZ, United States
Exceptional organizational and time management skills.
Bachelor’s Degree, preferably in a real estate, business, or finance concentration or at least 2 years of relevant work experience.
Provide investors with timely, accurate, and pertinent information based on specific requirements.
Assist Portfolio Managers with borrower requests including lease reviews, assumptions, modifications, condemnations, easements and reserves.
Provide Portfolio Managers with market data research reports using tools such as Costar.
Knowledge of Microsoft Office software including Excel, Word, Outlook is required.
Portfolio Analyst Jobs
By Fenway Search At Natick, MA, United States
The Portfolio Financial Analyst will have an integral role in supporting the operations, finance,
- Manage and reconcile portfolio company financial data in iLevel portfolio reporting package
recognized public accounting, consulting firm, or experience working within portfolio analytics at a
- Excellent record of academic achievement with an accounting and/or finance degree from a leading university
valuations, and investor relations teams, investment activities and LP reporting processes, including:
- Review transaction legal documents to understand respective portfolio company capital structures
Analyst, Portfolio Compliance Jobs
By PIMCO At Austin, TX, United States
0 – 3 years of professional experience in compliance or the investment management industry
Collaborating with Account and Portfolio Management to resolve outstanding compliance issues.
Learn and adapt to new processes, concepts, and skills quickly
Possess excellent communication and interpersonal skills
Minimum of a Bachelor’s Degree (Accounting, Business, Finance or Economics preferred)
Intermediate/advanced working knowledge of MS Excel.
Analyst, Portfolio Retention Jobs
By Arbor Realty Trust At New York, NY, United States
Possess excellent analytical, communication, organizational and multi-tasking skills
The Analyst will have the following duties and responsibilities, including but not limited to:
Collect, review, and analyze financial exhibits & market data for debt structure modeling in Excel
Conduct due diligence of the borrower
Complete market research through third party information sources
Coordinate with the originator and the underwriting department in the processing of the applications.
Portfolio Analyst Jobs
By Insight Global At Phoenix, AZ, United States
Strong experience working in PowerPoint and Excel for reporting.
This person needs to be local to Phoenix for a hybrid office model.
Must have clear written, and verbal communication, and portray confidence in coordinating with multiple teams.
Proficient at creating presentations and presenting to the team.
Qualified to help support standardizing processes and adding detail where needed.
Work on presentations through PowerPoint and Excel, prepare monthly reports and coordinate with individual teams
Junior Portfolio Manager Jobs
By ForceBrands At New York City Metropolitan Area, United States
 Effective communication, collaboration and follow through with key stakeholders (management
 Ability to manage and measure workload and keep senior management informed of all issues/
 Forecast and manage inventory levels efficiently to meet market demand.
 Bachelor of Business Administration in finance, marketing or related field and 3-7 years of
experience, CPG/Wine industry strongly preferred.
 A working knowledge of the wine industry in relation to the import function, preferred.
Portfolio Analyst Jobs
By Deutsche Bank At Chicago, IL, United States
Meet regularly with, and present recommendations/written summaries to Portfolio Managers; interact with investment management/research staff/brokers/company management/traders/outside investment analysts/etc.
Work closely with other analysts and portfolio managers to assist in company and sector analysis
BA or BS required with 0-2 years work experience
Experience and advanced understanding of Excel/VBA
Strong interpersonal skills with the ability to work autonomously and within a close group setting
A range of flexible benefits including Retail Discounts, Commuter Discounts and Gym benefits
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.

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 ...

Junior Portfolio Analyst Jobs
By Equitable At New York, NY, United States
Familiarity with investment management analytical applications is a plus (e.g. Bloomberg, Blackrock Aladdin, Lipper, Morningstar, Zephyr StyleAdvisor)
Ensure Portfolios are managed according to their investment guidelines.
Bachelors degree in Economics, Finance, Math or related discipline
2+ years of experience in analysis and/or reporting
Established Excel skills (e.g. Macro and Excel VBA)
Analyze and oversee investment risk and performance for Portfolios.