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Portfolio Business Analyst Jobs in Iowa

Portfolio Analyst Jobs
By Deutsche Bank At , Chicago
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
Jr Portfolio Administration Analyst
By Security Benefit At Des Moines, IA, United States
Strong organizational and time management skills to prioritize tasks and meet deadlines in a fast-paced environment.
Monitor and escalate any unresolved discrepancies or outstanding issues to management, providing timely updates and recommendations for resolution.
What Security Benefit Can Offer You:
Collaborate with investment managers, custodians, and trustees to resolve any discrepancies or issues identified during the reconciliation process.
Maintain accurate records and documentation of reconciliation activities, including reports, logs, and audit trails, to support internal controls and regulatory requirements.
Bachelor's degree in finance, accounting, or a related field.

Are you looking for an exciting opportunity to use your business analysis skills to help drive organizational success? We are looking for a Portfolio Business Analyst to join our team and help us develop and implement strategies that will maximize our portfolio performance. You will be responsible for analyzing data, developing reports, and making recommendations to improve our portfolio performance. If you have a passion for problem-solving and a drive to make a difference, this is the perfect job for you!

A Portfolio Business Analyst is responsible for analyzing and evaluating the performance of a portfolio of businesses. They are responsible for developing strategies to improve the performance of the portfolio and for providing recommendations to senior management.

What is Portfolio Business Analyst Skills Required?

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple projects and prioritize tasks
• Knowledge of financial analysis and forecasting techniques
• Knowledge of portfolio management principles
• Proficiency in Microsoft Office Suite

What is Portfolio Business Analyst Qualifications?

• Bachelor’s degree in Business Administration, Finance, or related field
• Relevant work experience in portfolio management or business analysis

What is Portfolio Business Analyst Knowledge?

• Knowledge of financial analysis and forecasting techniques
• Knowledge of portfolio management principles
• Understanding of business processes and operations
• Understanding of financial markets and instruments

What is Portfolio Business Analyst Experience?

• Previous experience in portfolio management or business analysis
• Experience in developing and implementing strategies
• Experience in financial analysis and forecasting

What is Portfolio Business Analyst Responsibilities?

• Analyze and evaluate the performance of a portfolio of businesses
• Develop strategies to improve the performance of the portfolio
• Provide recommendations to senior management
• Monitor the performance of the portfolio