- Generac Power Systems (Waukesha, WI)
- …into an energy technology solutions company, we continue to push new boundaries. The Senior Portfolio Analyst is responsible for analyzing, managing, and ... insights, and enhances portfolio performance through continuous improvement. The Senior Portfolio Analyst collaborates with business leaders, project… more
- KeyBank (Portland, ME)
- …executing the client strategy. **Responsibilities** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... investment policy, initiates portfolio construction changes consistent with investment strategy....with less experience can be considered for a junior Portfolio Analyst role. **Licenses and Certifications** +… more
- Janus Henderson Investors (Denver, CO)
- …values, and purpose align with your own, we would love to hear from you! Overview The Senior Portfolio Analyst will support the Core Plus / Multi Sector ... in portfolios to achieve client objectives. This role works closely with senior portfolio managers, analysts, traders, compliance, and risk management to… more
- Equitable (New York, NY)
- …organization that will help unlock your potential? We are seeking a Portfolio Analyst to join the General Account (GA) Investment team to support the ... Portfolio Analyst ( 250000D2 ) **Primary...General Account. The successful candidate will work closely with senior team members, external investment managers, and… more
- Scottish Rite for Children (Dallas, TX)
- …priority! We're committed to giving children back their childhood! Job Posting Title: Investment Portfolio Analyst Location: Dallas - Hospital Additional ... compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and...senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical… more
- Neuberger Berman (Chicago, IL)
- **Position Overview:** The Portfolio Analyst & Trader will be a member of the Securitized Products team, which manages over $23 billion in assets, and will play ... credit sectors. This role will report to the team's senior Portfolio Managers in support of the...Demonstrated passion for and interest in financial markets and investments + 1-5 years of relevant investment -related… more
- Nuveen Investments (Charlotte, NC)
- The Timberland Portfolio Management Analyst is key in supporting the natural capital investment team and is primarily responsible for leading the quarterly ... valuation process across a global timberland portfolio . The analyst also supports investor reporting,...Develop presentation materials to support communications with clients and senior leadership. + Conduct industry research and portfolio… more
- T. Rowe Price (Baltimore, MD)
- …row and make a difference in ways that matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the Investment and Trading ... the role is to use their knowledge of the portfolio investment strategy and client requirements to...senior individual contributor with strong understanding of the portfolio modeling processes. Serves as proxy/back up to Team… more
- WTW (New York, NY)
- …to join a collaborative and supportive Investment team. Your role as a Portfolio Management analyst will be to support portfolio management and related ... client service activities for discretionary investment accounts. You will be an integral member of...a deep bench of internal teams and resources across Portfolio Management, Client Consulting, Operations, Manager Research, and Asset… more
- Wellington (Boston, MA)
- …behind changes in positions, and a consolidated view of cash for more informed investment decisions. The Portfolio Accounting Analyst is responsible for ... accurate and transparent information to the firm. The integration of Portfolio Accounting with our investment capabilities provides investors transaction… more
- Eastern Bank (Lynn, MA)
- We are seeking a skilled Investment Portfolio Credit Analyst to join our Finance team. The role is central to ensuring the soundness of the bank's credit ... investments and counterparty exposure by conducting independent credit analysis...this position resides in the Finance department, the Credit Analyst will work in close coordination with the Credit… more
- SMBC (New York, NY)
- … of benefits to its employees. **Role Description** The Fund Finance Solutions Portfolio Management Analyst is a supporting member of the Portfolio ... in the Bank's Fund Finance Solutions Department ("FFSD") responsible for providing portfolio level reporting regarding risk frameworks for senior stakeholders,… more
- City National Bank (New York, NY)
- * PORTFOLIO DESIGN ANALYST * WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for ... you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** +... and credit market trends to be incorporated in senior management presentations and regulatory reporting + Support the… more
- PNC (Pittsburgh, PA)
- …party investment strategies used in these advisory programs. As an Investment Analyst Senior within PNC Investments , you will be based in Pittsburgh, ... opportunity to contribute to the company's success. The PNC Investments Research & Due Diligence team is seeking a...due diligence) to join the team as an advisory portfolio analyst . PNCI manages over $25 billion… more
- New York State Civil Service (New York, NY)
- …over $20 billion of assets under management, is seeking a Senior Quantitative Portfolio Analyst to join its investment risk management team to oversee ... NY HELP No Agency Insurance Fund, State Title Senior Quantitative Analyst Occupational Category Other...risk management meetings, and contribute with ideas to improve portfolio structure, risk measurement, investment process, etc.*… more
- Deloitte (Richmond, VA)
- …confidence, and proactively manage to secure success. Work you'll do: Sets investment priorities and aligns business processes to ensure IT architecture and products ... with applicable statutes, regulations, policy, and guidance for IT portfolio management, interoperability, and capital planning. The Team Deloitte's Government… more
- Applied Materials (Santa Clara, CA)
- …plan, quarterly forecasts and quarter-end financial reporting for revenue, gross margin, investment portfolio , Opex spending, and balance sheet + Collaborate ... case NPV models + Drive quarterly cadence on NPI projects on BU Portfolio review and tracking progress against program objectives + Partner with Operation to… more
- Huntington National Bank (Ann Arbor, MI)
- Description Credit Portfolio Risk Analyst Summary: The Credit Portfolio Risk Analyst , Senior (BIN Sponsorship) services, deepens, and retains ... quality of assigned portfolio working directly with the Segment Risk Manager, Sr and Segment Risk Officer. + Underwrites complex and large credit requests for… more
- CVS Health (Buffalo Grove, IL)
- …heart, each and every day. **Position Summary** The Senior Financial Analyst position supports IT Portfolio expense management within CVS Health's Health ... the Lead Director of HCD IT FP&A. + The Senior Financial Analyst 's primary responsibilities include: +...and reporting for multiple areas within the segment IT portfolio . + Developing financial models and templates to upload… more