Portfolio Analyst
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
San Francisco, CA · On-site
The Portfolio Analyst works closely with the local Investment Team to support portfolio management for multi-asset class client portfolios. Responsibilities include investment analysis, portfolio ...
San Francisco, CA · On-site
The Portfolio Analyst works closely with the local Investment Team to support portfolio management for multi-asset class client portfolios. Responsibilities include investment analysis, portfolio ...
The Portfolio Analyst works closely with the local Investment Team to support portfolio management for multi-asset class client portfolios. Responsibilities include investment analysis, portfolio ...
The Portfolio Analyst works closely with the local Investment Team to support portfolio management for multi-asset class client portfolios. Responsibilities include investment analysis, portfolio ...
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
Minneapolis, MN · On-site
$55 - $59/hr
Minneapolis, MN (Hybrid - Local candidates only) Job Type: Full-Time | Monday to Friday | No Weekends | No On-Call Overview: We are seeking an experienced and detail-oriented Portfolio Analyst with a ...
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Minneapolis, MN · On-site
$55 - $59/hr
Minneapolis, MN (Hybrid - Local candidates only) Job Type: Full-Time | Monday to Friday | No Weekends | No On-Call Overview: We are seeking an experienced and detail-oriented Portfolio Analyst with a ...
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
Chattanooga, TN · On-site
... portfolio analyst, work with the financial organization to quantify project benefits in a way that will enable objective evaluation of projects against company objectives and aid project approval ...
Chattanooga, TN · On-site
... portfolio analyst, work with the financial organization to quantify project benefits in a way that will enable objective evaluation of projects against company objectives and aid project approval ...
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
Clayton, MO · On-site
Portfolio Analyst Our client, one of the world's leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families.
Los Angeles, CA · On-site
The Portfolio Analyst position is in the Private Credit team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and ...
Los Angeles, CA · On-site
The Portfolio Analyst position is in the Private Credit team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and ...
Newark, NJ · Hybrid
The Portfolio Analyst will assist Portfolio Management in the day-to-day monitoring of outside assets pledged as collateral. This will include identifying transactions for unsecured positions and ...
Newark, NJ · Hybrid
The Portfolio Analyst will assist Portfolio Management in the day-to-day monitoring of outside assets pledged as collateral. This will include identifying transactions for unsecured positions and ...
The role combines handson portfolio implementation with analytical work across public, private, and alternative investments. * Work within small, collaborative teams to design and implement ...
The role combines handson portfolio implementation with analytical work across public, private, and alternative investments. * Work within small, collaborative teams to design and implement ...
Morristown, NJ · On-site
$150K/yr
Portfolio Analyst Multi-Billion AUM Fee-Only RIA Morris County, NJ Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA seeks a Portfolio Analyst to serve as a technical partner to the CI ...
Morristown, NJ · On-site
$150K/yr
Portfolio Analyst Multi-Billion AUM Fee-Only RIA Morris County, NJ Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA seeks a Portfolio Analyst to serve as a technical partner to the CI ...
Los Angeles, CA · On-site
$100K/yr
The Portfolio Analyst position is in the Private Credit team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and ...
Los Angeles, CA · On-site
$100K/yr
The Portfolio Analyst position is in the Private Credit team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and ...
This Portfolio Analyst role sits at the intersection of Credit Risk and Enterprise Risk, driving analytics and insights that directly influence lending strategy, portfolio performance, and risk ...
This Portfolio Analyst role sits at the intersection of Credit Risk and Enterprise Risk, driving analytics and insights that directly influence lending strategy, portfolio performance, and risk ...
Chicago, IL · On-site
$114K - $194K/yr
The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi-asset investment strategies across institutional and high-net-worth client ...
Chicago, IL · On-site
$114K - $194K/yr
The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi-asset investment strategies across institutional and high-net-worth client ...
Due to the requirement for global portfolio-related support, the Portfolio Analyst may be required to maintain an irregular on-call schedule, which includes early mornings, evenings, weekends, and ...
Due to the requirement for global portfolio-related support, the Portfolio Analyst may be required to maintain an irregular on-call schedule, which includes early mornings, evenings, weekends, and ...
Role Summary The Portfolio Analyst (PA) is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messages and content to inform key ...
Role Summary The Portfolio Analyst (PA) is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messages and content to inform key ...
PORTFOLIO ANALYST THE COMPANY: STACK INFRASTRUCTURE (STACK) provides digital infrastructure to scale the world's most innovative companies. We are an award-winning industry leader in building, owning ...
PORTFOLIO ANALYST THE COMPANY: STACK INFRASTRUCTURE (STACK) provides digital infrastructure to scale the world's most innovative companies. We are an award-winning industry leader in building, owning ...
Santa Fe Springs, CA · On-site
$35 - $45/hr
Due to the requirement for global portfolio-related support, the Portfolio Analyst may be required to maintain an irregular on-call schedule, which includes early mornings, evenings, weekends, and ...
Santa Fe Springs, CA · On-site
$35 - $45/hr
Due to the requirement for global portfolio-related support, the Portfolio Analyst may be required to maintain an irregular on-call schedule, which includes early mornings, evenings, weekends, and ...
$38K - $48K
1% of jobs
$48K - $58K
11% of jobs
$58K - $68K
5% of jobs
$74K is the 25th percentile. Wages below this are outliers.
$68K - $78K
14% of jobs
$78K - $88K
19% of jobs
The median wage is $88.3K / yr.
$88K - $98K
19% of jobs
$103.7K is the 75th percentile. Wages above this are outliers.
$98K - $108K
12% of jobs
$108K - $118K
8% of jobs
$118K - $128K
6% of jobs
$128K - $138K
4% of jobs
$138K - $148K
1% of jobs
$38K
$93.2K
$148K
Portfolio Analyst
Our client, one of the world’s leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families. They are seeking a Portfolio Analyst to support client-facing consultants by helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze portfolio performance.
This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver thoughtful solutions for clients.
Qualified candidates will have 3+ years of investment analysis experience, a Bachelor’s degree, and ideally be pursuing or holding the CFA designation. Experience working with investment policy statements, portfolio analytics, and client interaction is highly valued.
This is a salary + bonus opportunity with excellent benefits, exposure to sophisticated portfolios, and occasional reimbursed travel. If you enjoy solving complex investment puzzles, collaborating with smart people, and working with clients who expect thoughtful, high-level advice, this could be a great next step in your career.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
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1,001 - 5,000 Employees
Goose Creek, SC, US