Current jobs related to Portfolio Services Analyst - Philadelphia - Macquarie


  • Philadelphia, United States Chubb Full time

    As an integral member of the Small Business Underwriting & Portfolio Management Domain, the Sr Portfolio Analyst will be responsible for driving the Small Business Division’s commercial P&C underwriting profitability, growth and digital transformation objectives. He/she will collaborate closely with advanced analytics and data science colleagues to advance...


  • Philadelphia, United States TD Bank N.A Full time

    TD's Metro CRE Credit Management Group is responsible for managing credit relationships for borrowers between $5 million and $50 million. The Credit Portfolio Manager is responsible for evaluating new credit opportunities with Metro CRE prospects and Portfolio Manager, Manager, Relationship Manager, Portfolio, Continuous, Credit Analyst, Banking, Business...


  • Philadelphia, United States Chubb Full time

    Job DescriptionAs an integral member of the Small Business Underwriting & Portfolio Management Domain, the Sr Portfolio Analyst will be responsible for driving the Small Business Division's commercial P&C underwriting profitability, growth and digital transformation objectives. He/she will collaborate closely with advanced analytics and data science...


  • Philadelphia, United States Chubb Full time

    Job Description As an integral member of the Small Business Underwriting & Portfolio Management Domain, the Sr Portfolio Analyst will be responsible for driving the Small Business Division's commercial P&C underwriting profitability, growth and digital transformation objectives. You will collaborate closely with advanced analytics and data science colleagues...


  • Philadelphia, United States The PNC Financial Services Group, Inc Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...


  • Philadelphia, Pennsylvania, United States Liberty Personnel Services, Inc Full time

    Job OverviewReal Estate Financial Analyst - Center City - Flexible hybrid work schedule available with a competitive salary range of $70-90kExperience in real estate or property financial management is essentialThe Real Estate Financial Analyst will oversee the financial management of a diverse portfolio of properties. This role involves generating financial...


  • Philadelphia, United States PRWT Services Full time

    Location: Customer Service Analyst Lead in Philadelphia, PA at PRWT Services Location * **Experience:** At least 5 year(s) **Job Description** As one of the nations premier minority-owned companies, we are a high performance provider of business process solutions, facilities management and infrastructure support services to government and commercial...


  • Philadelphia, Pennsylvania, United States Xponance Full time

    About XponanceXponance is a distinguished, woman-led, and entirely employee-owned multi-strategy investment firm dedicated to revolutionizing access to alpha for clients and the wider investment community. As a pioneering investment manager, we specialize in global and non-U.S. equity investment strategies, leveraging a multi-manager framework that combines...

  • Equity Analyst

    7 days ago


    Philadelphia, Pennsylvania, United States Clark Capital Full time

    Job Title: Equity AnalystClark Capital is seeking a highly skilled Equity Analyst to join our team. As an Equity Analyst, you will be responsible for conducting in-depth research and analysis of publicly traded companies to identify investment opportunities and make informed investment decisions.Key Responsibilities:Perform quantitative and qualitative...


  • Philadelphia, Pennsylvania, United States Liberty Personnel Services, Inc Full time

    Job OverviewPosition:A prominent consulting organization is on the lookout for a Lead Financial Analyst to enhance their financial team. This role is ideal for a recent or aspiring CPA eager to broaden their expertise beyond traditional accounting into operational and forensic analysis.Responsibilities:Conduct standard corporate accounting functions for an...

  • Portfolio Manager

    3 weeks ago


    Philadelphia, Pennsylvania, United States WSFS Bank Full time

    About the RoleAt WSFS Bank, we are seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will play a critical role in managing our commercial relationships, working closely with our Asset Recovery Relationship Managers to ensure the successful administration of our customers' portfolios.Key ResponsibilitiesPortfolio...

  • Research Analyst

    11 hours ago


    Philadelphia, United States Xponance, Inc. Full time

    About Xponance Xponance is a distinguished, woman-led, and employee-owned multi-strategy investment firm dedicated to revolutionizing access to alpha for clients and the wider investment community. Established in 1996 by Tina Byles Williams with AUM of $18.6 billion as of 6/30/24, our firm specializes in global and non-U.S. equity investment strategies,...

  • Research Analyst

    5 hours ago


    Philadelphia, United States Xponance, Inc. Full time

    About Xponance Xponance is a distinguished, woman-led, and employee-owned multi-strategy investment firm dedicated to revolutionizing access to alpha for clients and the wider investment community. Established in 1996 by Tina Byles Williams with AUM of $18.6 billion as of 6/30/24, our firm specializes in global and non-U.S. equity investment strategies,...

  • Quantitative Analyst

    11 hours ago


    Philadelphia, United States Xponance, Inc. Full time

    About Xponance Xponance is a distinguished, woman-led, and employee-owned multi-strategy investment firm dedicated to revolutionizing access to alpha for clients and the wider investment community. Established in 1996 by Tina Byles Williams with AUM of $18.6 billion as of 6/30/24, our firm specializes in global and non-U.S. equity investment strategies,...


  • Philadelphia, Pennsylvania, United States Apple Leisure Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Analyst - Commercial Services to join our team at Apple Leisure Group. As a key member of our finance department, you will play a critical role in providing financial analysis and support to our commercial services team.Key ResponsibilitiesFinancial Analysis and Reporting: Provide...

  • Portfolio Manager

    1 month ago


    Philadelphia, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...


  • Philadelphia, Pennsylvania, United States Cognizant Full time

    About UsCognizant is a leading global technology company that helps clients modernize their businesses and improve their customer experiences. We have a strong presence in the Life Sciences industry and are seeking an experienced professional to lead our portfolio and project management initiatives.Job SummaryWe are looking for a seasoned Engagement...


  • Philadelphia, Pennsylvania, United States Clarivate Full time

    About the RoleThe Analyst for this team will be responsible for producing a portfolio of commercial, Medicare, Medicaid, and/or Public Health Exchange medical/pharmacy lives and other data elements on the Market Access Data Team. You will have the ability to develop skills on the market industry, segmentation, as well as internally developed tools and...


  • Philadelphia, Pennsylvania, United States Cognizant Full time

    About UsCognizant is a leading global technology company that helps businesses modernize and transform their operations. We empower our clients to stay ahead in a rapidly changing world.The RoleWe are seeking an experienced Engagement Portfolio Lead to drive our technology discussions and analyze the current landscape for gaps in addressing business needs....

  • Financial Analyst

    3 weeks ago


    Philadelphia, United States JEVS Human Services Full time

    Labor condition application notice of filing JEVS Human Services seeks approval of a labor condition application for the period of November 27, 2024, through November 26, 2025, to permit employment of one H-1 B worker in the occupational classificati Financial Analyst, Financial, Analyst, Banking, Application

Portfolio Services Analyst

4 months ago


Philadelphia, United States Macquarie Full time

The US Equity Trading desk is a collaborative team that supports multiple internal investments teams across the globe and delivers consistently strong execution. With the growth of Global Trading, you will focus on non-execution workflow that will add value by improving processes and mitigating risk.

At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financial services group operating in 34 markets and with 54 years of unbroken profitability. You'll be part of a supportive team where everyone - no matter what role - contributes ideas and drive outcomes.

What role will you play?

As an integral member of the team, you will work collaboratively with our Global team of Portfolio Managers, Risk/Compliance, and Traders to monitor daily cashflows, portfolio changes, position drifts, rebalances, and transitions, and generate and authorize related orders. You will be a key player in exception monitoring of the Trade Oversight program, and you will help facilitate launches, mergers, risk management, and issue & discrepancy resolution. Additionally, with the launch of new ETF products across the globe, you will be an integral support to front office operational effectiveness.

What you offer

  • Bachelor's Degree in a related field and 4+ years' experience at a buy-side Investment Management firm
  • Strong attention to detail, a bility to problem-solve, and look for continual ways to improve processes
  • Strong numerical and analytic ability
  • Humility and curiosity - a willingness to continue to learn the business and step in to help others where needed
  • Aladdin OMS experience highly desirable
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

Benefits

Macquarie employees can access a wide range of benefits which, depending on eligibility criteria and location, include:
  • Hybrid and flexible working arrangements
  • One wellbeing leave day per year and minimum 25 days of annual leave
  • Primary caregivers are eligible for 20 weeks paid leave along with 12 days of transition leave upon return to work and 6 weeks paid leave for non-primary caregivers
  • Paid volunteer leave and donation matching
  • Range of benefits to support your physical, psychological and financial wellbeing
  • Employee Assistance Program, a robust behavioral health network with counseling and coaching services
  • Recognition and service awards

About Macquarie Asset Management

In Macquarie Asset Management, you will join a global asset manager that aims to deliver positive impact for everyone. Join a team that is trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.

Our commitment to Diversity, Equity and Inclusion

We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including color and ethnic or national origins), religion or belief.