Senior Portfolio Analyst
4 weeks ago
SMBC Group is a leading global financial institution with a rich history dating back 400 years. As a Senior Portfolio Analyst, you will play a critical role in enhancing and refining portfolio analytic capabilities, identifying industry trends, and communicating results to senior management.
Key Responsibilities:- Conduct in-depth portfolio analysis to identify industry/product trends, risk-return profile, ESG risks, and business opportunities.
- Partner with other departments to research and present portfolio analysis results to senior leaders, management committees, and regulators.
- Engage with data management teams to obtain relevant portfolio data, identify key trends, and synthesize data to develop a cohesive assessment of the credit portfolio.
- Create presentations that analyze credit portfolio trends and developments, highlighting key points in a readily understandable manner.
- 2+ years of experience in the financial services industry.
- Experience in global financial services is preferred.
- Excellent interpersonal and written and verbal communication skills.
- Bachelor's degree in a relevant field.
SMBC provides a competitive salary range of $97,000.00 to $156,000.00, based on individual qualifications and market conditions. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a comprehensive benefits package, including a hybrid work model that provides flexibility and work-life balance.
We are an equal employment opportunity employer and welcome applications from diverse candidates. If you need a reasonable accommodation during the application process, please contact us at accommodations@smbcgroup.com.
-
Senior Quantitative Portfolio Analyst
4 weeks ago
New York, New York, United States Garrison Associates, LLC Full timeJob Title: Senior Quantitative Portfolio AnalystGarrison Associates, LLC is seeking a highly skilled Senior Quantitative Portfolio Analyst to join our Portfolio Analytics Group. As a key member of our team, you will be responsible for developing and maintaining our analytics platform, which is central to our alpha engine.Key Responsibilities:Own and enhance...
-
Senior Portfolio Risk Analyst
4 weeks ago
New York, New York, United States Citigroup Inc Full timeJob Title: Senior Portfolio Risk AnalystJoin Citigroup Inc. as a Senior Portfolio Risk Analyst and contribute to the development of risk management strategies for the company's $1.7 trillion Wholesale portfolio.Responsibilities:Support the Portfolio Management Group in all aspects of the portfolio limit framework, including resolving exceptions, implementing...
-
Portfolio Analyst
4 weeks ago
New York, New York, United States Apollo Inc Full timeJob Title: Portfolio AnalystApollo Global Management is seeking a highly skilled Portfolio Analyst to join our Global Corporate Credit team. As a key member of our team, you will provide direct support to senior portfolio managers, conducting thorough and detailed ad-hoc analysis, producing regular internal and external portfolio reporting, and spearheading...
-
Senior Portfolio Analyst
3 weeks ago
New York, New York, United States Jordan Park Group Full timeAbout the RoleJordan Park Group is seeking a skilled Senior Portfolio Analyst to support the Portfolio Management Team in the operations, oversight, and management of the underlying portfolio investments of clients. This role will involve daily implementation, rebalancing, and execution of client portfolio investments across Separately Managed Accounts...
-
Senior Portfolio Management Analyst
3 weeks ago
New York, New York, United States Citigroup Inc Full timeJob SummaryThe Portfolio Management Group (PMG) at Citigroup Inc. is seeking a highly skilled Senior Portfolio Management Analyst to join their team. As a key member of the PMG, you will play a critical role in applying portfolio management techniques to Citigroup's $1.7 trillion Wholesale portfolio, which represents significant credit risk for the company...
-
Quantitative Portfolio Analyst
3 weeks ago
New York, New York, United States Quanta Search Full timeWe are seeking a highly skilled Quantitative Portfolio Analyst to join our team at Quanta Search. The ideal candidate will have a strong background in quantitative research and risk management, with a focus on equity markets.The successful candidate will be responsible for investigating portfolios and strategies to develop a deep understanding of long/short...
-
Portfolio Analyst
4 weeks ago
New York, New York, United States Apollo Inc Full timeJob SummaryApollo Global Management is seeking a skilled Portfolio Analyst to join its Global Corporate Credit team. The successful candidate will provide direct support to senior portfolio managers, conducting thorough analysis and producing regular portfolio reporting to optimize investment and monitor risk.Key ResponsibilitiesConduct ad-hoc analysis to...
-
ISG Portfolio Analyst
3 weeks ago
New York, New York, United States Bank of America Full timeJob Title: ISG Portfolio AnalystJob Summary:At Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As an ISG Portfolio Analyst, you will play a critical role in delivering portfolio analyses to Portfolio Strategists and Advisors, and assisting in identifying actionable ideas to align with GWIM...
-
Portfolio Analyst, Opportunistic Credit
3 weeks ago
New York, New York, United States Apollo Inc Full timePosition OverviewApollo Inc is a global alternative asset manager seeking a skilled Portfolio Analyst to join its Global Corporate Credit team. This team manages a portfolio of ~45 billion in AUM invested globally in leveraged loans, high yield bonds, and private credit. The successful candidate will provide direct support to senior portfolio managers across...
-
Senior Portfolio Risk Manager
4 weeks ago
New York, New York, United States Citigroup Inc Full timeJob Title: AVP, Portfolio Management Group Senior AnalystCitigroup Inc. is seeking a highly skilled and experienced AVP, Portfolio Management Group Senior Analyst to join our team. As a key member of the Portfolio Management Group, you will play a critical role in supporting the group's efforts to enhance Citigroup's risk management discipline.Key...
-
Portfolio Analyst
3 weeks ago
New York, New York, United States Innova Solutions Full timeJob Title: Portfolio AnalystAbout the Role:Innova Solutions is seeking a skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally.Key Responsibilities:Manage budgets and ensure efficient financial...
-
Senior Portfolio Management Analyst
3 weeks ago
New York, New York, United States Citigroup Inc Full timeThe Portfolio Management Group (PMG) at Citigroup Inc is a specialized risk portfolio group that applies portfolio management techniques on a macro basis for the company's $1.7 trillion Wholesale portfolio, representing significant credit risk globally.PMG reports into the ICG Chief Credit Officer and focuses on key initiatives to enhance risk management...
-
Portfolio Financial Analyst
4 weeks ago
New York, New York, United States Innova Solutions Full timeJob Title: Portfolio Financial AnalystWe are seeking a highly skilled Portfolio Financial Analyst to join our team at Innova Solutions. As a Portfolio Financial Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally.Key Responsibilities:Manage financial data...
-
Fixed Income Portfolio Analyst
3 weeks ago
New York, New York, United States Chubb Full timeJob OverviewThe Fixed Income Portfolio Analyst will be responsible for performing quantitative analysis of the firm's investment portfolio, including fixed income portfolio analysis, credit exposure monitoring, income forecasting, and risk management for an asset manager overseeing a $140 billion+ portfolio.Key ResponsibilitiesCollaborate with a small team...
-
Portfolio Data Analyst
3 weeks ago
New York, New York, United States Innova Solutions Full timeJob Title: Portfolio Data AnalystAbout the Role:Innova Solutions is seeking a skilled Portfolio Data Analyst to join our team. As a Portfolio Data Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally.Key Responsibilities:Manage and analyze financial data to...
-
Senior Analyst, Pricing and Portfolio Strategy
4 weeks ago
New York, New York, United States Oscar Health Full timeAbout the RoleOscar Health is seeking a highly skilled Senior Analyst, Pricing and Portfolio Strategy to join our Insurance Finance Management team. As a key member of our team, you will play a critical role in developing and implementing strategies to achieve team or larger organization targets.Key ResponsibilitiesCraft recommendations using a data-driven...
-
Portfolio Analyst
4 weeks ago
New York, New York, United States Innova Solutions Full timeAbout the Role:Innova Solutions is seeking a skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally.Key Responsibilities:Manage budgets and ensure efficient financial planningAnalyze financial data to...
-
Portfolio Analyst
4 weeks ago
New York, New York, United States Tandym Group Full timeA leading investment firm in New York City is seeking a skilled Analyst / Associate to join their Portfolio Analytics team.The successful candidate will be responsible for delivering timely and accurate performance reporting and risk metrics to Portfolio Managers and investors.Key Responsibilities:Monitor and analyze performance at the investment, portfolio,...
-
Fixed Income Portfolio Analyst
3 weeks ago
New York, New York, United States Chubb Full timeJob DescriptionThe Fixed Income Portfolio Analyst will be responsible for analyzing the firm's investment portfolio, including fixed income portfolio analysis, credit exposure monitoring, income forecasting, and risk management for asset managers overseeing $140 billion+ portfolio.Responsibilities:Work with a small team of investment professionals on...
-
Senior Investment Portfolio Manager
4 weeks ago
New York, New York, United States Metropolitan Transportation Authority Full timeJob Title: Senior Investment Portfolio ManagerMetropolitan Transportation Authority is seeking a highly skilled Senior Investment Portfolio Manager to join our team. As a key member of our Treasury Department, you will be responsible for managing and optimizing our investment portfolios to maximize returns while minimizing risk.Key Responsibilities:Develop...