Portfolio Analyst

2 weeks ago


New York, United States The Principal Financial Group Full time

Were looking for a Portfolio Analyst to join our Principal Asset Allocations (PAA) Portfolio Management team. In this role, youll provide support in the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented stra Portfolio, Analyst, Management, Technology, Support


  • Portfolio Analyst

    2 days ago


    New York, New York, United States Principal Financial Group Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Principal Financial Group. As a key member of our Principal Asset Management team, you will play a critical role in supporting the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.Key ResponsibilitiesPortfolio Monitoring and...


  • New York, United States Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    Role Description SMBC is hiring an Analyst within the Sponsor Finance- Portfolio Management and Origination team. This position is responsible for managing a mid-market and large cap portfolio of Private Equity backed Leveraged loans that are primarily rated singe B (or equivalent). This role is responsible for credit monitoring as well as new business...


  • New York, New York, United States Social Capital Resources Full time

    Social Capital Resources is looking for an Investment Portfolio Analyst for a permanent role.Key Responsibilities:Oversee the continuous management and upkeep of the organization's Lending Portfolio, ensuring adherence to all relevant policies and preparing necessary procedures related to Portfolio Management and Credit Administration.Establish and nurture...


  • New York, United States Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    Role DescriptionSMBC is hiring an Analyst within the Sponsor Finance- Portfolio Management and Origination team. This position is responsible for managing a mid-market and large cap portfolio of Private Equity backed Leveraged loans that are primarily rated singe B (or equivalent). This role is responsible for credit monitoring as well as new business...


  • New York, New York, United States Capital Group Full time

    "I can excel as a Fixed Income Portfolio Analysis Analyst at Capital Group."As a Fixed Income Portfolio Analysis Analyst, you will be part of a dedicated team concentrating on the construction and evaluation of fixed income portfolios. Your responsibilities will include actively assessing portfolio risk metrics through the generation of reports and the...


  • New York, United States Tandym Group Full time

    A growing investment firm in New York City is currently seeking a new Analyst / Associate to join their growing Portfolio Analytics team. In this role, the Portfolio Analytics Analyst/Associate will be responsible for timely and accurate delivery of performance reporting and risk metrics both internally to Portfolio Managers and externally to...


  • New York, United States Garrison Associates, LLC Full time

     A Leading Multi-Billion Dollar Investment Advisory Firm in Manhattan is looking for a Full-Time, permanent, employee for a Senior Quantitative Portfolio Analyst in their Portfolio Analytics Group:   Position The Portfolio Analytics Group seeks a Senior Portfolio Analyst to own investment and risk management-related firm-level analytics. The PAG team is...


  • New York, New York, United States Stifel Financial Full time

    About the RoleStifel Financial is seeking a highly skilled Portfolio Investment Analyst to join our team. As a key member of our investment management team, you will be responsible for assisting in the management of single and multi-sector investment portfolios.Key ResponsibilitiesEstablish and maintain a comprehensive process for documenting research from...


  • New York, United States The Keller Group Limited Full time

    RELOCATION REQUIRED The Keller Group is supporting its trusted client, a growing financial services firm, in its search for an experienced Senior Portfolio Management Analyst. This full-time, on-site position is based in Phoenix, AZ, and offers a wide range of responsibilities related to managing and analyzing a portfolio of investments. The role requires a...


  • New York, New York, United States Bank of America Full time

    Investment Strategy Portfolio AnalystLocation: New York, New YorkPosition Overview:At Bank of America, we are committed to a shared mission of enhancing financial well-being through meaningful connections. Our approach to Responsible Growth defines our operations and how we serve our clients, colleagues, communities, and shareholders daily.Central to...


  • New York, New York, United States Blackstone Restaurant Full time

    Blackstone Restaurant is a premier establishment in the hospitality sector, dedicated to creating a positive impact on our patrons, employees, and the communities we serve. Our mission is to leverage exceptional talent and adaptable resources to address challenges within the culinary landscape. With a diverse portfolio of investments, we focus on enhancing...


  • New York, New York, United States Barclays Full time

    Exciting Opportunity as a Portfolio Management Sector Analyst in New YorkJoin our team at Barclays in the Portfolio Management Sector Analyst role, responsible for managing the bank's corporate loan exposures and being a key player in the capital commitment process. Seize the chance to enhance your underwriting diligence skills and solidify your fundamental...


  • New York, New York, United States Capital Group Full time

    Capital Group is seeking a Fixed Income Portfolio Analysis Analyst.In this role, you will be part of a dedicated team that specializes in the construction and evaluation of fixed income portfolios. Your responsibilities will include the continuous assessment of portfolio risk metrics through detailed reporting and scenario analysis. You will also generate...


  • New York, New York, United States Capital Group Full time

    Capital Group is seeking a Fixed Income Portfolio Analysis Analyst.In this role, you will be part of a dedicated team that specializes in the construction and evaluation of fixed income portfolios. Your responsibilities will include the ongoing assessment of portfolio risk metrics through the generation of detailed reports and the analysis of various model...


  • New York, United States Partner Engineering and Science Full time

    ABOUT US Partner Valuation Advisors (PVA) is actively hiring professionals to meet the increasing demands of their client base. Founded by nationally respected industry veterans, we are blazing a new trail in the valuation industry with the commitment to provide a better experience for our clients and our employees. We offer the excitement of a startup with...


  • New York, United States Partner Engineering and Science Full time

    ABOUT US Partner Valuation Advisors (PVA) is actively hiring professionals to meet the increasing demands of their client base. Founded by nationally respected industry veterans, we are blazing a new trail in the valuation industry with the commitment to provide a better experience for our clients and our employees. We offer the excitement of a startup with...


  • New York, United States GSG Wealth Management Full time

    General Responsibilities GSG Wealth Management is a comprehensive financial planning firm seeking a Portfolio Manager and Financial Analyst. In this role, the professional will implement our duty of care to clients by providing expertise in complex investment/planning and implementing our portfolio management strategies and processes. Along with 14 other...


  • New York, New York, United States Partner Engineering and Science Full time

    About Partner Engineering and SciencePartner Engineering and Science is a leading provider of valuation and engineering services to the real estate industry. Our team of experts is dedicated to delivering high-quality solutions that meet the evolving needs of our clients.Job SummaryWe are seeking a highly skilled Portfolio Analyst to join our Valuation team....


  • New York, New York, United States Millennium Management Corp Full time

    Position OverviewThe Accounting Analyst for Credit Strategy at Millennium Management Corp plays a crucial role in managing all financial aspects related to trader compensation. This position involves collaboration with Senior Portfolio Managers (SPMs), Trading Management, and various departments including Middle Office, Legal, and Human Resources to ensure...


  • New York, New York, United States The Capital Group Companies , Inc. Full time

    Position Overview:As a Fixed Income Portfolio Strategy Analyst at The Capital Group Companies, Inc., you will leverage your expertise to contribute significantly to our investment strategies. Your role will involve collaborating closely with the Investment Group and Trading teams to ensure effective market monitoring, portfolio construction, and order...