Portfolio Analyst - New York

The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client's current portfolio, reviewing wealth management analyses, and making asset allocation recommendations. · ...

This role is ideal for individuals who are analytical, detail-oriented, · and have a strong interest in financial planning and portfolio management. · As a Budget & Portfolio Analyst,You will work closely with the finance and investment teams to ensure · that budgets are managed ...

We are hiring a Portfolio Analyst (Fixed Income) to support portfolio management, trading and investment analytics across fixed income strategies. The role involves monitoring portfolio activity, managing cash flows and preparing client reporting using Bloomberg and other tools. ...

The Associate Portfolio Analyst role presents a dynamic opportunity for a motivated and accomplished professional to manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. · ...

Well-known alternative asset manager headquartered in NYC that has seen continuous growth over the past 10+ years is looking to add an Analyst within it's Portfolio Analytics team. · ...

We are seeking a full-time Associate to join the General Account (GA) Investment team to support the day-to-day management of the GA investment portfolio. · The successful candidate will work closely with senior team members, external managers and cross-functional partners to pro ...

The Associate Portfolio Analyst role presents a dynamic opportunity for a motivated and accomplished professional to manage all aspects of the operating expense base for the Tech Portfolio Management TPM organization. · ...

Brown Advisory is seeking a proactive and professional individual to serve as a Portfolio Analyst in our New York Office. Due to the complex nature of clients' investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment d ...

We are seeking a full-time Associate to join the General Account (GA) Investment team to support the day-to-day management of the GA investment portfolio. · Bachelor's degree with a concentration in Business, Finance and/or Economics · 2+ years of relevant experience in a multi-s ...

Brown Advisory is seeking a proactive and professional individual to serve as a Portfolio Analyst in our New York Office. · ...

Brown Advisory is seeking a proactive and professional individual to serve as a Portfolio Analyst in our New York Office. · Participate in portfolio management and investment activities for balanced multi-asset class portfolios; · Provide service and support functions such as por ...

The Associate Portfolio Analyst role presents a dynamic opportunity for a motivated and accomplished professional to manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. · We are seeking a top performer that is highly organized an ...

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. · ...

DataAnnotation is committed to creating high-quality AI. We are looking for a Portfolio Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. · We're currently expanding into an exc ...

Our client is seeking a Treasury / Portfolio Analytics Associate to support the development and optimization of internal processes, · data systems and analytical frameworks that enable effective trading operations and capital management. · ...

We are seeking a Treasury/Portfolio Analytics Associate to support the development and optimization of internal processes. · ...

We are seeking a highly ambitious, motivated, detail-oriented Portfolio Analyst to help support the service and development of both new and existing client relationships. This role sits directly on the investment team and will involve daily interaction with senior investment team ...

This job description represents a sample Portfolio Analyst position commonly found through the Career Launch AI Talent Network. · ...

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. · We pride ourselves in uncovering the best investment opportunities for our clients. · ...

Our client is looking to add a talented Analyst or Associate to their Portfolio Analytics team. · ...