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Portfolio Data Analyst Jobs

Portfolio Admin/Data Assistant
By Rudin At New York City Metropolitan Area, United States

Portfolio Admin/Data Assistant, Commercial Property Management

Energy Data Portfolio Analyst
By TotalEnergies At Houston, TX, United States
You are someone who possesses the following experience and credentials:
Undergraduate degree or equivalent in Engineering, Mathematics, Finance or Energy required.
2-3 years’ experience in the Gas and Power markets with a high data analysis component.
Strong operational and modelling skills with the ability to implement those using commonly used tools – Alteryx, Python and PBI.
Strong analytical capabilities, especially in energy markets and in a broader economical field.
Understanding of the North America power industry
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 And Strategy Analyst (Card Fraud Data Analyst)
By PNC Financial Services Group At , Birmingham, 35233
Work with monitoring team to identify fraud events
Analyze data to identify and understand fraud patterns
Analyze & assessing fraud impacts
Proposing rules and/or other countermeasures to address fraud attack
Measuring the effectiveness of prospective fraud rules and documenting rules for governance approval
Collaborate with other EFO, security, technology, and product partners on comprehensive solutions
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 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 ...

Portfolio Analyst Jobs
By C2R Ventures At Greater Boston, United States
Assist research and portfolio management teams with enhancing existing signals and creating new signals
Minimum of undergraduate and/or graduate coursework in finance, mathematics, statistics, computer science, economics, or accounting
Previous coding experience in Python, Matlab or R necessary
0-5 years of quantitative analysis experience preferred
Strong programming and statistical analysis skills
Detail oriented, good verbal and written communication skills and a collaborative personality
Portfolio Analyst Jobs
By Deutsche Bank At Jacksonville, FL, United States
Assist the portfolio managers in managing and servicing the discretionary portfolio management (DPM) clients
Undergraduate degree in Business, Finance, or related field or equivalent work experience
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
Assist the Portfolio Managers in coordinating overall investment strategy and portfolio construction in line with the overall strategic asset allocation
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
Portfolio Analyst Jobs
By Apex Systems At Memphis Metropolitan Area, United States
6 years relative work experience experience
Access to technical training platforms
Prepares periodic review of each account.
Location: Memphis, TN- Hybrid work schedule. (Candidates should be willing to work 2-3 days a week onsite)
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
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.
Data Content Researcher, Esg Portfolio And Fund Methodology
By Morningstar At Chicago, IL, United States
Subject matter knowledge or experience with Morningstar managed investment/fund data operations and methodology is considered a strong asset.
Experience utilizing LEAN, Six Sigma, or Agile methodologies in a project management or data operations setting is considered an asset.
Presenting on methodology concepts to methodology managers and other stakeholders.
Minimum of three years of experience in financial services or investing.
Minimum of three years of research and/or product development experience.
Testing of internal and external validity of methodology including change/impact analyses.
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
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