Portfolio Manager/Analyst

3 weeks ago

Lake Mary, United States Eliassen Group Full time

We have an exciting opportunity for a Portfolio Manager/Analyst with our industry-leading client in Lake Mary, FL.

We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.
Rate: $50 - $60 / hr. w2

Responsibilities:

  • Capital Planning: Analyze and support capital planning initiatives, including workforce and financial planning for both employees and contractors.
  • Distinguish between ongoing operational activities and strategic change initiatives and align planning accordingly.
  • Capitalization and Reporting: Understand how capitalization processes work and ensure accurate and timely reporting into the technology department.
  • Data Analysis: Analyze and interpret data from various sources, presenting insights and trends to support decision-making across corporate engineering.
  • Financial Portal and Excel Analysis: Utilize the financial portal, with the majority of analysis being conducted in Excel, to evaluate financial performance and make data-driven recommendations.
  • Financial Services Experience: Though not mandatory, prior experience in the financial services industry is preferred, as the candidate will be involved in financial planning and analysis activities.
  • Collaboration with Portfolio Leads: Work closely with portfolio leads across corporate engineering to align planning efforts and ensure seamless execution of projects.
  • Independent Issue Resolution: Demonstrate the ability to take ownership of issues and resolve them independently, with minimal guidance.
Requirements:
  • Bachelor's degree in Finance, Business, or a related field.
  • Proven experience in planning and analysis roles, preferably in COO/Finance functions.
  • Advanced proficiency in Excel and data analysis tools.
  • Strong analytical and problem-solving skills, with an eye for detail.
  • Ability to work effectively under pressure and meet strict deadlines.
  • Prior experience in the financial services industry is a plus, but not mandatory.
  • Excellent communication and interpersonal skills to collaborate with various stakeholders.
Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.

Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact InfoSec@eliassen.com .

Job ID: 386762

About Eliassen Group:

Eliassen Group is a leading strategic consulting company that provides business and IT services for our clients as they seek to transform and execute strategies that will drive exceptional outcomes. Leveraging over 30 years of success, we focus on professional services, talent solutions, and life sciences. Eliassen Group offers local community presence and deep networks. We are committed to positively impacting the lives of our employees, clients, consultants, and the communities in which we operate.

Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Don't miss out on our referral program If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check

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