- Wellington (Boston, MA)
- …experiences, fresh ideas, and specialized subject-matter expertise. **THE POSITION** We are seeking a Portfolio Analyst to join the Equity Portfolio ... a member of a global team that supports the portfolio management activities of the firm's equity ...the portfolio management activities of the firm's equity investors. Previous asset management industry experience is preferred… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …multi-disciplinary, combines facets of investment and accounting in support of the firm's Private Equity portfolio . As a Senior Analyst , you'll contribute to ... Description Senior Analyst - Private Equity Fund Operations...stakeholders + Assisting with strategic initiatives supporting the Private Equity portfolio Qualifications: + Bachelor's degree in… more
- T. Rowe Price (Baltimore, MD)
- …opportunity to join us and grow your career with us. ROLE SUMMARY The Portfolio Analyst (PA) is primarily responsible for analyzing investment portfolios and ... portfolio specialist, and any other senior or lead portfolio analyst that may be on the...up to one day a week. Commitment to Diversity, Equity , and Inclusion: We strive for equity ,… more
- BlackRock (New York, NY)
- …and Six (6) years of experience as a Portfolio Management Associate, Consultant, Equity Research Analyst , or a related role. In the alternative, the employer ... years of experience as a Portfolio Management Associate, Consultant, Equity Research Analyst , or a related role. Six (6) years of experience with: creating… more
- The Hartford (Wayne, PA)
- …mutual fund compliance programs of in support of Hartford Funds. The Compliance Analyst will support the portfolio compliance program, including the daily review ... Compliance Analyst - 87LB6E We're determined to make a...ETFs' annual update; coordination with fund administrator to update portfolio compliance and guideline monitoring tests + Coordinate the… more
- Neuberger Berman (Chicago, IL)
- EMPLOYER: Neuberger Berman Group LLC TITLE: Portfolio Analyst LOCATION: Chicago, IL (Option to work remotely within a commutable distance from the worksite.) ... models, and building infrastructures and automation processes for running detailed portfolio analytics. Assist in portfolio construction, risk analytics, macro-… more
- Banc of California (Boston, MA)
- …job training, small business support, affordable housing, and more. **Job Summary** The Portfolio Analyst role is responsible for monitoring the performance of ... clients, identifying deviations from expected performance, and raising credit concerns to the Portfolio Management team. The Portfolio Analyst is part of… more
- T. Rowe Price (Baltimore, MD)
- …opportunity to join us and grow your career with us. SCOPE The Lead Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group ... Global Trading team. The Lead PIA works directly alongside portfolio managers and traders to assist with the day-to-day...one day per week from home. Commitment to Diversity, Equity , and Inclusion: We strive for equity ,… more
- Wellington (Boston, MA)
- …with those of our clients. **About the Role** **OVERVIEW** We are seeking a Portfolio Analyst to join Multi-Asset Portfolio Implementation within the ... the individual will work with our team of Solutions Portfolio Managers and Multi-Asset Portfolio Analysts to...nearly all segments of the global capital markets, including equity , fixed income, multi-asset, and alternative strategies. As a… more
- TD Bank (Mount Laurel, NJ)
- …**Line of Business:** Enterprise Enabling Functions **Job Description:** The Senior Program/ Portfolio Analyst provides complex analysis and integrated reporting ... risk, issue and decision management + TD Project Management Accountability Model Sr Program/ Portfolio Analyst + May lead others in a People Manager capacity… more
- Neuberger Berman (Chicago, IL)
- The Securitized Products Analyst will be a member of the Securitized Products team, which manages over $18bn in assets, as an embedded analyst and will play a ... pivotal role in supporting Neuberger Berman's securitized products research and portfolio management. The candidate will be expected to work closely with members of… more
- MUFG (San Francisco, CA)
- …seeking a Credit Risk Analyst who will be part of our growing Portfolio Management Group. You will handle credit coverage for clients in the Technology, Media, ... operating performance, projected operating performance, and capital structure. As an Analyst you'll assess risk factors associated with each credit and determine… more
- Banc of California (Durham, NC)
- …job training, small business support, affordable housing, and more. **Job Summary** The Portfolio Analyst role is responsible for monitoring the performance of ... from expected performance, and raising credit concerns to the portfolio team. The Portfolio Analyst ...experience, knowledge, skills, and abilities of the applicant, internal equity , and alignment with geographic/market data. Share job with… more
- SMBC (New York, NY)
- … portfolio of benefits to its employees. **Role Description** The Fund Finance Portfolio Management Analyst position falls within the Portfolio Management ... analyzing of collateral values for FFSD's global fund finance portfolio . As a Power User, you will become a...the composition of capital commitments to the largest private equity funds in the world + Develop standardized excel… more
- Morgan Stanley (Chicago, IL)
- …Morgan Stanley Investment Management (MSIM) -Applied Equity Advisors (AEA) is seeking an Equity Analyst to assist the team in equity research. Applied ... equity and credit teams as well as our portfolio companies' unparalleled access toleading corporations, executive talent, as...is a full-time position located in Chicago. *Responsibilities: * * Equity Analyst (60% of time) * .… more
- Wellington (Boston, MA)
- …an Equity Research Analyst to join one of our established Equity Portfolio Management teams, within our Sustainability Group. The Climate Strategy team ... various scenarios; + Manage daily risk dashboard with updated portfolio risk metrics based on position changes and trades;...minimum of 10 years of relevant experience as an Equity Analyst , ideally including experience working on… more
- Raymond James Financial, Inc. (Fort Lauderdale, FL)
- …existing clients, at discretion of lead Financial Advisors. * Prepares presentations, portfolio / equity analyses, and proposals for High Net Worth and ... Advisors in preparing responses to client or prospect requests. * Creates portfolio / equity snapshots, researches investments and provides fund reports upon… more
- Wellington (Boston, MA)
- …those of our clients. JOB OVERVIEW We are looking to hire a **Fixed Income Portfolio Analyst ** based in our Boston location. The ideal candidate will work with ... **Financial Reserves Management (FRM) Team** to provide support for their portfolio management activities. Previous asset management industry experience is preferred… more
- Wellington (Boston, MA)
- …of our clients. **About the Role** We are looking to hire a Fixed Income Portfolio Analyst , based in Boston. The ideal candidate will work with the Securitized ... team to provide support for their portfolio management activities. **RESPONSIBILITIES** Primary responsibilities: * Interacting closely with Portfolio Managers… more
- Wellington (Boston, MA)
- …clients, and infrastructure teams who support the firm. The **Senior** ** Portfolio ** **Accounting** ** Analyst ** on the **Reconciliation** **T** **eam** is ... life experiences, fresh ideas, and specialized subject-matter expertise. JOB OVERVIEW Portfolio Accounting is responsible for the integrity of Wellington's records,… more