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Portfolio Operations Analyst Jobs

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
Associate Director, Portfolio Operations: Remote
By Darwin Homes At , Austin, 78702
Supporting the management of an assigned institutional client relationship
Such other responsibilities as may be assigned by company leadership
Supporting & supervising personnel assigned to your client portfolio or “POD”
Leading & managing these personnel as needed
Covering for the Portfolio Director on your account in his or her absence
Leveraging Darwin resources, to include the POD team, to drive performance and deliver exceptional results for your client
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 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.
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

Principal Portfolio Operations Jobs
By T-Mobile At Reston, VA, United States
Maintains strong customer-focused relationships with TFB leadership, Product & Technology, Finance and Enterprise Portfolio Management and Delivery teams.
7-10 years Experience managing multiple cross-functional projects with many stakeholders and varying levels of management. (Required)
Technical Project Management Experience managing portfolios, analyzing performance, and delivering against financial and resource constraints in a matrixed environment. (Required)
Cross Functional Relationships Experience managing multiple cross-functional projects with many stakeholders and varying levels of management. (Required)
Owns end-to-end product portfolio management and value proposition.
Project Management Professional (PMP) (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.
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
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

Are you looking for an exciting opportunity to use your analytical skills to drive operational excellence? We are looking for a Portfolio Operations Analyst to join our team and help us manage our portfolio of investments. You will be responsible for analyzing financial data, developing strategies to optimize performance, and providing insights to help us make informed decisions. If you are a detail-oriented problem solver with a passion for finance, this is the perfect job for you!

Overview A Portfolio Operations Analyst is responsible for managing and overseeing the operational aspects of a portfolio of investments. This includes monitoring the performance of investments, ensuring compliance with regulations, and providing support to portfolio managers. The analyst is also responsible for developing and maintaining relationships with external partners, such as brokers, custodians, and other service providers. Detailed Job Description A Portfolio Operations Analyst is responsible for managing and overseeing the operational aspects of a portfolio of investments. This includes monitoring the performance of investments, ensuring compliance with regulations, and providing support to portfolio managers. The analyst is also responsible for developing and maintaining relationships with external partners, such as brokers, custodians, and other service providers. The analyst is responsible for ensuring that all transactions are executed in a timely and accurate manner, and that all necessary documentation is completed. The analyst is also responsible for providing timely and accurate reports to management and other stakeholders. Job Skills Required
• Knowledge of financial markets and investment products
• Knowledge of portfolio management and operations
• Excellent analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize work
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office applications
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant professional experience in portfolio operations
• Professional certification such as CFA or CFP is preferred
Job Knowledge
• Knowledge of financial markets and investment products
• Knowledge of portfolio management and operations
• Knowledge of regulatory and compliance requirements
• Knowledge of financial analysis and reporting
Job Experience
• At least two years of experience in portfolio operations
• Experience in developing and maintaining relationships with external partners
• Experience in providing support to portfolio managers
Job Responsibilities
• Monitor the performance of investments and ensure compliance with regulations
• Develop and maintain relationships with external partners
• Execute transactions in a timely and accurate manner
• Provide timely and accurate reports to management and other stakeholders
• Assist portfolio managers in making investment decisions
• Analyze financial data and provide recommendations
• Monitor market trends and identify potential opportunities
• Ensure compliance with internal policies and procedures