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Portfolio Business Analyst Jobs

Portfolio Analyst - Pe Firm - 100% Remote
By Illyrian Group At United States
2-3 years experience in public accounting, FP&A or finance
Manage portfolio data collection process across designated companies
Excellent communication skills, ability to build relationships and work cross-functionally
Serve as an authority on portfolio company financials and valuations
Develop new processes and reports to drive efficiency across the operations team; create and disseminate custom reports
Ability to communicate, build relationships and work effectively across all levels
Portfolio Analyst Jobs
By The Hartford At Hartford, CT, United States
Experience managing financials and knowledge of IT financial management practices
1+ years of change/project/portfolio management experience or equivalent leadership experience
Oversee vendor management on contracts, purchase orders, MBM and invoice reconciliation and approvals
Assists with Rally support and Data management.
Assist with coordinating a continuous approach to ensure compliance with audit and regulatory requirements and non-discretionary initiatives
Bachelor’s Degree or equivalent work experience
Sr. Financial Analyst – Portfolio
By PlayStation At United States
5+ years of financial portfolio management and modeling, FP&A experience
Search and support implementation of changes, improvements, and simplification around financial reporting. Support improvement projects within PlayStation Studios Finance
BA/BS in business, strategy, finance, economics or related field; MBA and/or CFA designation preferred
Experience with developing sophisticated financial analysis, modeling, budgeting and reporting/dashboarding tools
Experience in gaming industry and/or in consulting strongly preferred
Strong communication and presentation skills
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.
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.
Institutional Portfolio Analyst Jobs
By RBC Wealth Management At Minneapolis, MN, United States
Excellent time management skills and the ability to independently manage competing priorities
Bachelor’s degree, preferably in Finance, Accounting, Economics or related field
1-2 years of financial services industry experience
Working knowledge of fixed income and equity securities
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Opportunities to take on progressively greater accountabilities
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
Portfolio Analyst - Equity
By Invesco US At Houston, TX, United States
Experience in working with Operations and/or Data Management groups within the Investments industry is preferred
Build an understanding of the intricacies and management philosophy of the Invesco Solutions products assigned.
Assist (Investments, Product Management and Marketing teams, etc.) in the reporting and analysis of portfolio and benchmark characteristics.
Prior experience in Operations, Accounting, or Finance in the securities/investment industry is preferred
Strong technology skills including the knowledge of investment analytics/attribution applications (such as FactSet, Aladdin, PORT, Eagle, Barra, etc.) are preferred
Experience in portfolio analysis, portfolio analytics, and/or performance measurement is 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 Analytics Jobs
By Ares Management Corporation At Simsbury, CT, United States
Support portfolio management including investment diversification, performance calculations, and other complex analytics
Provide detailed analysis of financial statements and reporting from fund managers
Provide data to Finance and Investor Relations as part of investor presentations and fundraising efforts
Bachelor’s degree in Accounting, Finance, Economics or Mathematics
Strong financial analysis, writing and presentation skills
Strong work ethic, detail oriented and strong organization skills
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
Analyst, Portfolio Analytics Jobs
By Bellwether Asset Management, Inc. At El Segundo, CA, United States
Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
Actively engage and coordinate deliverables with Asset and Portfolio management teams
Ability to manage and organize large amounts of data and communications
Advanced Excel and PowerPoint skills
Experience in Tableau is a plus
Bachelor’s degree is required, preferably in Finance, Economics or Engineering fields
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 Operations Analyst Jobs
By Los Angeles Capital Management LLC At Los Angeles Metropolitan Area, United States
An understanding or desire of finance and/or asset management
Respond to on-going data and reporting requests from senior management
Daily reconciliation, security settlement and securities processing that requires acute attention to detail and excellent verbal and written communication skills
Keep manager and team leads updated on progress of work and communicate issues/delays timely to avoid missed deadlines
A Bachelor’s degree in finance, business administration, or related field
A minimum of 2 years of professional work experience
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 ...

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