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Portfolio Operations Analyst Jobs

Mortgage Portfolio Operations Associate
By Averity At Dallas-Fort Worth Metroplex, United States
What Skills Do You Need?
• You must have experience working with mortgage portfolio data (securitized or securitized).
• $125,000 - $175,000 Total Compensation
• Full Medical, Dental and Vision
• Very comfortable working with larger data sets (it would be great if you know SQL).
• Desire to work in a fast-paced environment with lots of career advancement opportunities.
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
Operations Analyst Jobs
By Applied Digital (NASDAQ: APLD) At Irving, TX, United States
2+ years of experience in a technical operations or IT Analyst role.
Knowledge of enterprise-level technical infrastructure, including servers, storage, networks, applications, and databases.
Experience with troubleshooting technical incidents and restoring service to normal operating conditions.
Strong problem-solving skills and the ability to troubleshoot complex technical issues.
Excellent communication skills and the ability to work effectively in a team environment.
Monitor the technical infrastructure of the organization, including servers, storage, networks, applications, and databases.
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 ...

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.
Operations Analyst Jobs
By Bank of America At , Plano, 75024, Tx
Expands business products knowledge within operations environment
Assists with coordination of implementation for products/services and operational solutions
Supports the design, document, implementation and monitoring of new products/services
Provides guidance regarding procedural, technical and/or operational changes
Builds network by developing relationships with partners and teammates
Inspects data to identify issues and trends
Portfolio Operations Manager Jobs
By ProducePay At Los Angeles, CA, United States
Experience working in Finance operations, portfolio operations/management.
Experience working with portfolio management software systems and databases.
Interpret data, analyze results using statistical techniques, and create financial statements for Produce Pay clients, investor-facing reports, and management-facing reports.
Lead a team of analysts in the management of the product portfolio and support of different departments in its sustained growth.
Generate daily, weekly, and monthly reports using proprietary data from the Produce Pay platform to support internal management and accounting needs,
Advanced skills in Excel (including macros, etc).
Portfolio Analyst Jobs
By Fidelity Investments At , Merrimack, 03054, Nh
Contribute to the implementation, launch, on-going management and improvement of investment strategies using scalable methodologies.
3+ years of investment experience in the fixed income field, and knowledge of fixed income markets and securities.
Excellent communication and presentation skills; experience presenting sophisticated concepts and results to large audiences in an intuitive manner.
Real passion for financial markets and the investment management process.
Ensure portfolio targets for cash, duration, and currency exposures are managed appropriately in accordance with Portfolio Managers.
Analyze shareholder/client activity and work with Portfolio Managers on investment and divestment options.
Operations Analyst Jobs
By World Bank Group At , Washington, 20433, Dc
Bachelor’s degree in finance, business, economics, or international development; Master’s degree is a plus
Knowledge of databases to inform country, industry, and market research
Strong analytical and problem-solving skills
Strong organizational and communications skills
Keen interest in development finance and multicultural environments
Support the RVP and RVP Advisors in implementation of the work program of the front office
It Portfolio Analyst Jobs
By ECCO Select At St Louis, MO, United States
Conducts analyses of moderately complex portfolio data sets related to program/portfolio management and resource allocation
Bachelor's degree plus 4 years of relevant experience or equivalent combination of education and experience
Works with PMO Leaders, Program Managers, Project Managers and IT Leadership on team capacity planning, forecasting and accurate effort reporting.
Supports Program Managers on cross-program resource forecasting and dependencies
Demonstrated skills in analysis of project, program and portfolio data and reporting
Excellent organizational and communication skills, both verbal and written
Operations Analyst Jobs
By Bank of America At , Richmond, 23228, Va
Expands business products knowledge within operations environment
Assists with coordination of implementation for products/services and operational solutions
Supports the design, document, implementation and monitoring of new products/services
Provides guidance regarding procedural, technical and/or operational changes
Builds network by developing relationships with partners and teammates
Inspects data to identify issues and trends
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
Operations Analyst Jobs
By Loomis, Sayles & Company, L.P. At , Boston, Ma $60,000 - $70,000 a year
Strong interest in investment management, securities operations and portfolio accounting
Excellent communication skills, including ability to manage high volume of email
Knowledge of fixed income and equity securities
Strong problem solving, analytical, and organizational skills
Ability to work independently and as part of a team in a remote/hybrid environment
Investment Operations experience preferred but not required.
Operations Analyst Jobs
By Adecco At San Bruno, CA, United States
Demonstrated experience in Operations, Strategy & Planning and excellent program management skills, and attention to detail.
Program management for go to market product launches to ensure operational readiness
Proven experience to deliver results through cross functional interaction with sales, marketing, finance, product development and other functions strongly preferred.
Manage critical workflows operated by vendors within the region and lead other critical projects & initiatives relevant to the business function
Program manage launch support for key launches including ensuring forecasting and agent enablement preparation
BA/BS degree and a minimum 4 years of experience managing large vendor operations preferably across multiple geographies
Operations Analyst Jobs
By Experian At Costa Mesa, CA, United States
3-5 years experience in areas such as operations and project management.
Experience with technology engineering, technology risk management or information security, an advantage
Manage M&A and other knowledge groups for ESS.
Management reporting and creating dashboards.
Familiarity with risk management and controls, an advantage.
Manage the setup of MS Teams groups, Sharepoint sites, Confluence sites, Mural licenses, and other collaboration tools.
Operations Analyst Jobs
By ARServices At Fort Belvoir, VA, United States
Bachelor’s degree (Significant experience in Joint Forces and/or military management may be considered in lieu of a degree.)
Experience with the ETMS2/TMT task management system.
Coordinate across DTRA and within RD/RD-OP to track and manage human resources, finance and support agreement matters for the RD-OP Department.
Serve as the RD-OP Department Support Agreement Manager, ensuring all support and international agreements adhere to DTRA and DoD guidance.
Strong MS Office Suite skills.
Demonstrable experience managing senior-level operations functions.
Operations Analyst Jobs
By Layer2 Financial At Florida, United States
·A compensation package consists of salary, benefits (vary by location), and stock options dependent on experience.
Assist with the day to day responsibilities of the Compliance department including, but not limited to, using industry leading tools to:
Prepare regulatory filings (eg for USA, Canada and other jurisdictions) covering suspicious activity/transaction reporting and other requirements
Deep understanding of FinCEN and FinTRAC’s AML requirements, ideally virtual and fiat currency
Experience using cryptocurrency monitoring and investigation software would be an asset
Verbal & written communication skills - In-depth
Portfolio Analyst Jobs
By NeighborWorks Capital At Silver Spring, MD, United States
Ability to enter data and use database software; experience with Salesforce or other loan management and servicing database software a plus
Support Portfolio Management team’s efforts to manage portfolio and complete portfolio tasks
Review Loan Closing Summary to ensure transfer of information to portfolio management
Share responsibility with Loan Officers for relationship management of borrowers or potential borrowers to create loyalty and repeat business
Other relevant experience and/or education will be considered in exchange for up to two of the three required years
Manage Salesforce Reporting Portal and customer communications
Operations Analyst Jobs
By ecocareers At Raleigh, NC, United States
Bachelor's Degree in Business, Finance, or other analytical field required or equivalent work experience
Analyze data to ensure legal and stakeholder requirements are being met
Collaborate with team members to create clear and concise technical requirements that support lines of business
Demonstrated knowledge of Microsoft Office, especially Word and Excel (with advanced proficiency in formulas)
Experience working between multiple assignments simultaneously, with varied degrees of complexity, priority, and duration
Advanced analytical and problem-solving skills
Manager, Portfolio Operations Jobs
By Omnidian At United States
3+ years of experience with commercial solar asset management and/or operations & maintenance
Strong experience with Microsoft Office (Excel, Word, Power Point)Proficient with G Suite (Gmail, Calendar, Drive, Sheets)Working knowledge of CRM applications
Track, manage, and influence operational cost structure to ensure contracts deliver expected financial performance
Curious, with a passion for learning new skills and concepts
Strong interpersonal, communication, and organizational skills
Excellent written and verbal communication skills

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