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Summer Portfolio Performance Analyst Jobs in Indiana

Portfolio Performance Tracking & Optimization: Continuously refine and optimize portfolio ... Gather, analyze, and interpret performance data, including financials, timelines, and Key ...

Portfolio performance, holdings, and transaction analysis. * Internal policies, client mandates, and regulatory requirements. * Functional Expertise * Operational execution and SLA management.

Portfolio performance, holdings, and transaction analysis. * Internal policies, client mandates, and regulatory requirements. * Functional Expertise * Operational execution and SLA management.

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

The Summer Analyst Program The Summer Analyst Program at Cornerstone Research is an eight-week ... Demonstrated strong academic performance; successful applicants typically have a GPA higher than a ...

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Summer Portfolio Performance Analyst information

What is a Summer Portfolio Performance Analyst?

A Summer Portfolio Performance Analyst is an intern or seasonal employee who assists investment or asset management firms in evaluating the performance of their investment portfolios during the summer months. Their responsibilities typically include analyzing financial data, generating performance reports, benchmarking portfolio returns against relevant indices, and supporting the investment team with research and data analysis. This role provides hands-on experience in investment performance measurement, exposure to portfolio management processes, and opportunities to develop analytical and financial modeling skills. It is ideal for students or recent graduates interested in finance, investments, or asset management.

What are the key skills and qualifications needed to thrive as a Summer Portfolio Performance Analyst?

To thrive as a Summer Portfolio Performance Analyst, you need strong quantitative analysis skills, attention to detail, and coursework in finance, economics, or a related field. Familiarity with financial modeling tools, Excel, Bloomberg Terminal, and possibly programming languages like Python or R is highly valued. Strong communication, problem-solving abilities, and a collaborative mindset help you stand out in this internship role. These skills are crucial for accurately evaluating portfolio performance, generating actionable insights, and effectively supporting investment teams during the internship.

What are some typical projects a Summer Portfolio Performance Analyst might work on during their internship?

As a Summer Portfolio Performance Analyst, you can expect to work on projects such as analyzing portfolio returns, assisting in the preparation of performance attribution reports, and conducting benchmarking studies. You may also help automate data collection and reporting processes, evaluate risk metrics, and support senior analysts with ad hoc analysis. These projects will give you hands-on experience with investment data, exposure to portfolio management tools, and opportunities to collaborate with investment teams, risk analysts, and client service professionals.

What is the difference between Summer Portfolio Performance Analyst vs Summer Investment Analyst?

AspectSummer Portfolio Performance AnalystSummer Investment Analyst
Primary FocusAnalyzing portfolio performance metrics and reportingConducting investment research and supporting asset allocation
Required SkillsData analysis, performance measurement, financial modelingFinancial analysis, market research, valuation techniques
Work EnvironmentFinancial firms, asset management companiesInvestment banks, asset management firms
Common CertificationsNone mandatory, but CFA level I beneficialNone mandatory, CFA level I beneficial

The Summer Portfolio Performance Analyst primarily focuses on evaluating and reporting portfolio performance, while the Summer Investment Analyst concentrates on researching investments and supporting decision-making. Both roles require strong analytical skills and are common in asset management and investment firms, often sharing similar credentials and work environments.

What are the most commonly searched types of Portfolio Performance Analyst jobs in Indiana?

The most popular types of Portfolio Performance Analyst jobs in Indiana are:

What cities in Indiana are hiring for Summer Portfolio Performance Analyst jobs?

Cities in Indiana with the most Summer Portfolio Performance Analyst job openings:

Sr. GTM Planning & Portfolio Analyst

Motorola

On-site

Full-time

Medical, Dental, Retirement

Re-posted 2 days ago


Motorola Solutions rating

8.7

Company rating: 8.7 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

19th of 159 rated electronics manufacturers


Job description

Company Overview

At Motorola Solutions, we believe that everything starts with our people. We're a global close-knit community, united by the relentless pursuit to help keep people safer everywhere. We build and connect technologies to help protect people, property and places. Our solutions foster the collaboration that's critical for safer communities, safer schools, safer hospitals, safer businesses, and ultimately, safer nations. Connect with a career that matters, and help us build a safer future.


Department OverviewThis role reports into the North America Video Security & Access Control's Sales organization. Motorola Solution's Video & Access Control Division (VS&A) is defining the future of the security industry through innovative end-to-end solutions and award-winning AI-based surveillance systems. Artificial Intelligence is transforming the world, and our team is advancing the field as it applies to the surveillance industry. Our video and access solutions have been installed in more than 120 countries at thousands of customer sites, including school campuses, transportation systems, healthcare centers, public venues, critical infrastructure, prisons, factories, casinos, airports, financial institutions, government facilities, and retailers.
Job Description

The Sr. NAM GTM Planning & Portfolio Analyst role is critical for supporting the strategic oversight of Go-To-Market (GTM) initiatives and portfolio strategies for North America Video Security & Access Control (VS&A). This position will report to the NAM GTM Regional Product Management Director and acts as a vital link between revenue operations and data analytics, providing insights to optimize our GTM strategy and drive revenue performance. The focus is on ensuring that all projects and initiatives are prioritized effectively and align with the company's strategic goals.

Responsibilities:

  • Strategic Business Case Development: Build robust business cases to support prioritization and decision-making across the organization. This includes analyzing potential value and risk to ensure new initiatives align with the long-term strategy.

  • Portfolio Performance Tracking & Optimization: Continuously refine and optimize portfolio strategies and priorities. Track product performance across business segments, industry, and GTM channels, and recommend and implement responsive actions for Sales Leadership.

  • Data Analytics & Reporting: Gather, analyze, and interpret performance data, including financials, timelines, and Key Performance Indicators (KPIs). Create and maintain dashboards using Business Intelligence (BI) tools (e.g., Tableau, Power BI) to provide leadership with a clear view of portfolio health.

  • GTM Program Management: Program manage post-launch GTM initiatives to ensure alignment with initial goals and KPIs. Act as the guardian of the product's early life in the market to ensure sustained growth and full potential realization.

  • Process & Methodology Support: Support the development and maintenance of portfolio management methodologies and processes to ensure consistency and rigor in how projects are initiated, planned, executed, and monitored.

  • Advanced Analysis: Lead and execute complex data analysis projects, including in-depth trend analyses, revenue insights, and sophisticated KPI modeling.

  • Market Influence: Analyze business opportunities and market trends to grow the VS&A Motorola Solutions Incorporated (MSI) offer both organically and inorganically. Provide input to influence and define the future North American product portfolio strategy.

  • Competitive Intelligence: Maintain a pulse on the competitive landscape and overall market trends to define market-leading solutions.

  • Product Development Support: Provide support during product development stages by assisting in trade-offs involving features, schedules, cost, pricing, solution positioning, and lifecycle management.

  • Financial Oversight: Track project budgets, analyze variances, and help manage the overall financial health of the portfolio, aligning project funding with available resources in coordination with finance departments.

  • Risk Management: Help identify, assess, and monitor risks and issues that could impact portfolio performance or strategic objectives, and provide analysis and recommendations for mitigation.

Specific Knowledge & Skills:

  • Experience: 5+ years of related experience in portfolio or product management, Product Planning, Product Marketing, Product Management, Sales Operations, Product Engineering, or Sales Engineering.

  • Education: Bachelor's degree required; a Master's degree is a plus.

  • Financial Acumen: Understanding of financial cost models and business plans.

  • Communication Skills: Strong verbal and written communication skills; the ability to translate complex data into clear, compelling, and concise narratives for senior leaders.

  • Data Proficiency: Proficient in Business Intelligence (BI) tools such as Tableau or Power BI. Familiarity with SQL or other database languages is a plus.

  • Project Management Tools: Proficient in Project Management tools such as Microsoft Project or Jira for tracking project status and timelines.

  • CRM Familiarity: Familiarity with Customer Relationship Management (CRM) tools (i.e., SFDC).

  • Work Ethic: Self-motivated, able to handle multiple projects in a fast-paced environment while paying excellent attention to detail.

  • Strategic & Detail Orientation: Ability to understand and communicate the big picture while being detail-oriented about execution.

  • Core Competencies: Excellent organizational skills, demonstrated analytical skills, problem-solving, and dispute-resolution abilities.

  • Language: Proficient in English, both written and verbal.

Target Base Salary Range: $95,000 - $110,000 USD

Consistent with Motorola Solutions values and applicable law, we provide the following information to promote pay transparency and equity. Pay within this range varies and depends on job-related knowledge, skills, and experience. The actual offer will be based on the individual candidate.


Basic Requirements
  • Bachelors Degree

  • 5+ years of related experience in one of the following: Portfolio Management, Finance, Product Management, Product Planning, Marketing, Sales Operations, Product Engineering, or Sales Engineering


Travel RequirementsUnder 25%
Relocation ProvidedNone
Position TypeExperienced
Referral Payment PlanYes

Our U.S.Benefitsinclude:

  • Incentive Bonus Plans

  • Medical, Dental, Visionbenefits

  • 401K with Company Match

  • 10 Paid Holidays

  • GenerousPaidTime Off Packages

  • Employee Stock Purchase Plan

  • PaidParental & Family Leave

  • and more!


EEO Statement

Motorola Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or belief, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other legally-protected characteristic.

We are proud of our people-first and community-focused culture, empowering every Motorolan to be their most authentic self and to do their best work to deliver on the promise of a safer world. If you'd like to join our team but feel that you don't quite meet all of the preferred skills, we'd still love to hear why you think you'd be a great addition to our team.

We're committed to providing an inclusive and accessible recruiting experience for candidates with disabilities, or other physical or mental health conditions. To request an accommodation, please complete thisReasonable Accommodations Formso we can assist you.


What Motorola Solutions employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Motorola Solutions logo

About Motorola Solutions

Sourced by ZipRecruiter

At Motorola Solutions, we believe that everything starts with safety. It's the constant that empowers people to confidently move forward. It can fill a flight or sell out a stadium. It can care for a patient or graduate a class. As a global leader in public safety and enterprise security, we create and connect the technologies that help to keep people safe where they live, learn, work and play. Our integrated technology ecosystem unifies critical communications, video security and access control, and command center software, enabling collaboration in more powerful ways. At Motorola Solutions, we're ushering in a new era in public safety and security. Bring your passion, potential and talents to a career that matters.

Industry

Technology, communication and media

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

Year founded

1928