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Portfolio Business Analyst Jobs in New York, New York

China Portfolio Analyst Jobs
By Two Sigma At New York, NY, United States
4-8 years of experience in investment management, preferably in a portfolio-facing role focused on China and/or systematic investment strategies
Contributing to the business's success requires ownership of an expansive range of responsibilities including, but not limited to:
Solid quantitative and technical abilities
Core Benefits: Fully paid medical and dental insurance premiums for employees and dependents, competitive 401k match, employer-paid life & disability insurance
You Will Enjoy The Following Benefits
Driving longer-term strategic business initiatives
Portfolio Strategy Analyst Jobs
By M&T Bank At New York, NY, United States

Contribute to the Asset Management- Quant Team, responsible for developing quantitative multi-asset models and individual equity strategies, and performing quantitative research regarding asset ...

Portfolio Data Analyst Jobs
By JKB Advisors At New York, NY, United States
Experience with data management, data analytics, and data quality
Prepare and analyze data to create and generate reports and documents used in the portfolio management processes
Manage, analyze, and review data quality (internal and external data sources)
Leverage technology capabilities to automate and increase efficiencies with reporting and analysis
2 - 3 years of experience in an investment-related field and understanding of investment portfolios/process
Familiarity with SQL and data visualization tools
Portfolio Analyst (Hybrid Work Model)
By Swiss Re At New York, NY, United States
Review portfolio risk monitoring and credit loss forecasts for senior management
Prior experience with fixed income products across Loans, Corporates and Securitized; High Yield and Distressed debt experience also a plus
Knowledge of following concepts; Probability of Default, Loss Given Default, Effective Interest Rate, Exposure at Default and Scenario Design.
Understanding of Credit provisioning under IFRS for fixed income, and knowledge of valuation methodologies and statistical techniques securities a plus
Primary Responsibilities Of The Analyst Role Include
Review Quarterly asset performance and provide deep analytics & insights and valuation related support
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 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
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.
Jr. Portfolio Management Systems Business Analyst
By Enfusion At New York, NY, United States
Work closely with our client experience and account management team to utilize product expertise for advanced and escalated client support requests
Work with our Business Development team to gather and assess portfolio management requirements
Experience with asset management accounting software is a plus
Understanding of hedge funds/asset management portfolio operation workflows
Strong analytical and problem-solving skills
Experience with financial numerical calculation modules like FinCAD, Numerix, etc is a plus
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
Business Portfolio Manager (S&P Financial Experience)
By Jobot At New York, NY, United States
Work with Commercial Managers on renewal pipeline management & preparation
Support order management and compliance with sales & legal policies
Aid management with presentation preparation including but not limited to gathering inputs and generating graphics, etc
Looking for a strong AE with experience in areas of financial information and analytics
Liaise with Order Administration and Billing departments to ensure swift implementation of commercial contracts, trials, service changes
Work in conjunction with Sales Team to process simple contracts / auto renewals
Portfolio Analyst Jobs
By Man Group At New York City Metropolitan Area, United States
Provide support for the wider team of investment professionals in client solutions, including portfolio construction and management.
Undergraduate degree with proven 3-5 years of experience within the finance industry required
Must convey excellent written skills
Strong numerical and analytical skills
Self-starter and goal orientated focus with ability to manage their own time effectively
Detailed knowledge of Microsoft office applications
Credit Portfolio Analyst - Ap
By Paychex At Highland Hills, OH, United States
Acts as a point of contact for Senior Credit Analysts and Senior Management for end debtor credit limits and reviews.
Implements and maintains super user status for portfolio management risk-based software
Identifies and implements process improvements, manages special projects as assigned by senior management.
3 years of experience in Banking/Finance/Accounting environment with emphasis on commercial credit.
Bachelor's Degree in Business, Finance, or Accounting related - Preferred
Approval of credit limit decisions up to a determined amount.
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
Senior Portfolio Analyst Jobs
By Selby Jennings At Miami, FL, United States
Assist with portfolio management, construction, optimization, and analysis.
Provide recommendations and improvements for the portfolio through a quantitative lens.
Lead internal and external discussions with team members & investors regarding portfolio performance and initiatives.
Find patterns in data and make predictions about future market movements
Designing, researching, and managing sophisticated investment strategies through the creation of advanced quantitative models
Bachelor's degree from a top university with a strong GPA
Data/Portfolio Analyst Jobs
By Rose International At United States
• Knowledge of CoStar Real Estate Manager (portfolio and projects modules) a plus
• 3-5 years relevant work experience, with at least 3 years in commercial/corporate real estate/lease administration
Job Title: Data Analyst/ Portfolio Analyst
Duration: 4 months with possibly an extension
• Responsible for real estate data analysis and delivery
• Review of lease-related critical dates for distribution
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
Portfolio Investment Analyst Jobs
By Fanning Personnel, a Division of Masis Staffing Solutions At Boston, MA, United States

Strong comp package and a full suite of benefits.

3+ years within financial services, proficiency with Factset, Morningstar Direct and Bloomberg all a plus!

Portfolio Analyst Jobs
By Ballentine Partners, LLC At , Palm Beach Gardens, 33410, Fl $70,000 - $100,000 a year
Providing manager research support as necessary
Has strong communication skills, verbal and written
Has excellent interpersonal & relationship skills including a positive and collegial attitude
The right candidate will be someone who has the following skills:
Supporting Senior Investment Advisors (SIA) in all investment matters
Constructing portfolio trading programs for approval by SIAs
Portfolio Analyst Jobs
By Jobot At Cambridge, MA, United States
Stay abreast of market trends and developments in commercial real estate and apply this knowledge to portfolio management.
Collaborate with cross-functional teams to develop strategies for portfolio growth and risk management.
Prepare and present regular portfolio performance reports to senior management.
Strong organizational skills with the ability to manage multiple projects simultaneously and meet deadlines.
Strong Dental and Vision benefits
Bachelor's degree in Finance, Real Estate, or a related field.
Portfolio Analyst Jobs
By Digital Realty At , Boston, Ma
2 years of experience in real estate analysis/asset management, commercial leasing, commercial lending, or a financial analyst role is strongly preferred.
Prepare investment analyses for the portfolio management team on various properties.
Working knowledge or understanding of Yardi, and Excel modeling. Prior experience with Argus is beneficial but not required.
Manage the preparation and consolidation of annual budgets, quarterly forecasts, and long-term cash flow projections.
A bachelor's degree in Finance, Accounting, Business, Real Estate or a similar field.
A team player mentality, sharp communication skills, strong enthusiasm to learn, and resourcefulness in situations with limited guidance.
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.
Portfolio/Research Analyst Jobs
By Selby Jennings At Los Angeles Metropolitan Area, United States

At least 2+ years of experience ideally in a Portfolio Analyst or Research Analyst position

A quantitative educational background preferred

Portfolio Analyst Jobs
By Capital Search Group At Arlington, VA, United States

Our financial services client located in Arlington, VA (2-3 days in office) is seeking a Portfolio Analyst to join their organization. Duties include managing their portfolios (asset based revolving ...

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