- T. Rowe Price (Baltimore, MD)
- …to provide outstanding client service and to gather and retain assets. The portfolio analyst must continuously grow and adapt to meet changing demands and a ... focused on delivering global investment management excellence and retirement services that investors can rely on today and in...and grow your career with us. Role Summary The Portfolio Analyst (PA) is primarily responsible for… more
- CNO Financial Group (Carmel, IN)
- …is bonus-eligible. CNO Financial Group's **40|86 Advisors** are hiring a **Sr. Portfolio Analyst ** to provide top-down portfolio analysis identifying ... class, strategy composite, and account portfolio levels. **As a** **Sr. Portfolio Analyst ,** **your responsibilities will include:** + Assisting in the… more
- KeyBank (Portland, ME)
- …+ A strong candidate with less experience can be considered for a junior Portfolio Analyst role. **Licenses and Certifications** + Chartered Financial Analyst ... relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the… more
- Wittenberg Weiner Consulting LLC (Arlington, VA)
- WWC Global, an operating firm of Command Holdings, is seeking a Senior Portfolio Analyst with a track record of success to join our team supporting the Office of ... Research (ONR) Code 34, Warfighter Performance program in Arlington, VA. The Senior Portfolio Analyst will lead strategy, policy, and data analysis support in… more
- City National Bank (Beverly Hills, CA)
- * PORTFOLIO ANALYST FIXED INCOME* *WHAT IS THE OPPORTUNITY?* The Portfolio Analyst -Fixed Income supports the Senior Fixed Income Portfolio Managers in ... charts. * Monitor client portfolios and provide relevant information to the portfolio managers. * Gather, analyze and report investment performance and relevant… more
- Principal Financial Group (Des Moines, IA)
- …real estate portfolio through analytics and analysis? We're looking for a Portfolio Analyst II to join our Principal Real Estate Investors (PrinREI) team. ... In this role, you'll assist in the Portfolio Management of a comprehensive data center real...less experienced analysts. Operating at the intersection of financial services and technology, Principal builds financial tools that help… more
- Regions Bank (Ridgeland, MS)
- …of the system. **Job Description:** At Regions, the Credit Products Commercial Portfolio Analyst provides analytical support to Credit Products Commercial ... needed to support credit underwriting. + Assists the Credit Products Commercial Portfolio Managers with review of loan documents pre-closing. + Reviews closing due… more
- Ascensus (Washington, DC)
- …As a provider and partner, Newport is independent, experienced, and responsive. The Portfolio Analyst for Newport Trust will be responsible for performing equity ... secure financial future through retirement plans, insurance and consulting services . Newport offers comprehensive plan solutions and consulting expertise...research on portfolio companies, conducting due diligence for projects, preparing reports… more
- Consumers Energy (Ann Arbor, MI)
- …and is not a position of employment with Consumers Energy.** The Senior Portfolio Analyst monitors, manages, and reports on risks and opportunities related ... other commodities that NorthStar may participate in in the future. The Senior Portfolio Analyst will also provide recommendations for hedging existing commodity… more
- CBRE (Radnor, PA)
- Portfolio Analyst , Portfolio Analytics Job ID 199398 Posted 16-Jan-2025 Service line REI Segment Role type Full-time Areas of Interest Investment ... States of America **About the Role:** This job is part of the Portfolio Management job function. They are responsible for managing portfolios comprised of different… more
- Travelers Insurance Company (St. Paul, MN)
- …- $137,400.00 **Target Openings** 1 **What Is the Opportunity?** Travelers is seeking a Portfolio Management Analyst to play a key role on the portfolio ... core to opportunistic risk profiles. As a Real Estate Portfolio Management Analyst , you will support the...mental health program provides access to free professional counseling services , health coaching and other resources to support your… more
- Guardian Life (New York, NY)
- …informed decision-making and foster client confidence during the sales process. As Portfolio Review Analyst , you will analyze client portfolios, collaborate with ... risk and adherence to client objectives. + Work closely with the Lead Portfolio Review Analyst , Research team, and other partners to ensure timely delivery… more
- RTX Corporation (Hartford, CT)
- …& Transformation team is seeking a highly motivated and detail-oriented Application Portfolio Data Analyst to spearhead the coordination and ownership of ... is an Aerospace and Defense company that provides advanced systems and services for commercial, military and government customers worldwide. It comprises three… more
- T. Rowe Price (Baltimore, MD)
- …Analysts to join our Fixed Income and Equity teams. Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions ... focused on delivering global investment management excellence and retirement services that investors can rely on today and in...group. The PIA works directly alongside portfolio managers and traders to assist with… more
- First Horizon Bank (Charlotte, NC)
- …TN; Nashville, TN; Charlotte, NC; Raleigh, NC; New Orleans, LA; **Summary** The Portfolio Management Analyst will support the Head of Commercial Portfolio ... daily oversight, administration, and analysis of the Bank's commercial portfolio . **Responsibilities** + Provides project management assistance for current projects… more
- T. Rowe Price (Baltimore, MD)
- …to join us and grow your career with us. Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the Fixed Income Modeling and Enablement ... with various functions and groups within the firm including investments, client services , and operations + Manage trading and portfolio manager relationships… more
- Regions Bank (Hoover, AL)
- …the careers section of the system. **Job Description:** At Regions, the SBA Portfolio Management Analyst is responsible for providing proactive credit servicing ... along with the coordination of SBA Servicing Center decisions. The SBA Portfolio Management Analyst will execute various credit servicing activities, including… more
- PennyMac (Westlake Village, CA)
- …of homeownership through the complete mortgage journey. A Typical Day The Portfolio Investments Analyst will conduct extensive analysis using loan level ... Strategy, Credit, Treasury, Servicing, Accounting, Investor Accounting, etc.). The Portfolio Investments Analyst will: + Run loan-level characteristics through… more
- Coldstream Wealth Management (Bellevue, WA)
- … portfolio management, sophisticated financial planning, and personalized client services to high-net-worth individuals and families. Coldstream was founded in ... to prioritize effectively + Series 65 license or willing to obtain within first 3 months Keyword: Portfolio Trading Analyst From: Coldstream Wealth Management more
- Wellington (Boston, MA)
- …clients, and infrastructure teams who support the firm. The **Senior** ** Portfolio ** **Accounting** ** Analyst ** on the **Reconciliation** **T** **eam** is ... behalf of our clients. Our mission is to exceed the investment objectives and service expectations of our clients worldwide, and by doing so, ensure the viability of… more