portfolio analyst

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Job Description</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
What is the opportunity?</b></p><p></p><p>
As an Institutional Portfolio Analyst at RBC Global Asset Management, U.S. you are the key provider of accurate investment portfolio data to RBC GAM-US. Your primary responsibilities encompass three general areas: communication of accurate data to multiple internal groups, accurate investment portfolio reconciliation and the billing of our institutional clients.</p><p></p><p><b>
What will you do?</b></p><p></p><ul><li>
Accurately reconcile investment portfolios &ndash; audit accounting data for accuracy and reasonableness, identify and resolve holdings and transactional discrepancies in a timely manner using multiple data sources, and track outstanding issues and ensure resolution.</li><li>
Communicate accurate data to the Investment Management and Client Service teams &ndash; communicate critical portfolio information to investment management and client service, ensure the flow of time sensitive information and follow through on actionable items. Organize data from multiple sources in a manner that is accurate and can be efficiently interpreted by end-user teams. Notify Investment Teams of portfolio cash balances and pending cash needs.</li><li>
Set-up, generate and review client invoices for the firm&rsquo;s management fees using the Revport billing system.</li><li>
Contribute to cross-departmental initiatives and work groups. Participate in operational projects focusing on automation, efficiency, and the scalability of Institutional Portfolio Operations services.</li></ul><p></p><p><b>
What do you need to succeed?</b></p><p></p><p><b>
Must-have</b></p><p></p><ul><li>
Bachelor&rsquo;s degree, preferably in Finance, Accounting, Economics or related field</li><li>
1-2 years of financial services industry experience</li><li>
Working knowledge of fixed income and equity securities</li><li>
Strong attention to detail</li><li>
Self-starter that is client services and solutions oriented. Ability to work effectively both individually and as part of a team.</li><li>
Strong problem solving and strategic thinking skills and capable of meeting tight timelines under high pressure situations with the ability to prioritize and multi-task.</li><li>
Excellent time management skills and the ability to independently manage competing priorities.</li><li>
Proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUPS, basic formulas)</li></ul><p></p><p><b>
Nice-to-have</b></p><p></p><ul><li>
2-3 years of Fund Accounting and/or portfolio analysis experience in the asset management industry</li><li>
Working knowledge of various technology platforms:</li><li>
Eagle Investment Systems</li><li>
Simcorp Dimension</li><li>
Bloomberg Terminal</li><li>
Charles River Investment Management Solutions</li><li>
Electra Reconciliation</li><li>
TLM Reconciliation</li><li>
Revport</li></ul><p></p><p><b>
What&rsquo;s in it for you?</b></p><p></p><p>
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.</p><ul><li>
A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.</li><li>
Leaders who support your development through coaching and managing opportunities.</li><li>
Ability to make a difference and lasting impact.</li><li>
Work in a dynamic, collaborative, progressive, and high-performing team.</li><li>
Opportunities to do challenging work.</li><li>
Opportunities to build close relationships with clients.</li></ul><p></p><p>
The expected salary range for this particular position is $55,000-$95,000, depending on your experience, skills, and registration status, market conditions and business needs.</p><p></p><p>
You have the potential to earn more through RBC&rsquo;s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.</p><p></p><p>
RBC&rsquo;s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:</p><ul><li>
Drives RBC&rsquo;s high-performance culture</li><li>
Enables collective achievement of our strategic goals</li><li>
Generates sustainable shareholder returns and above market shareholder value</li></ul><p></p><p><b>
Job Skills</b></p>
Communication, Critical Thinking, Customer Service, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management<p></p><p><b>
Additional Job Details</b></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Address:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
250 NICOLLET MALL:MINNEAPOLIS<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
City:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Minneapolis<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Country:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
United States of America<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Work hours/week:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
40<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Employment Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Platform:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
WEALTH MANAGEMENT<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Job Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Regular<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Pay Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Salaried<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Posted Date:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2026-04-09<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Application Deadline:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
Note</b><b>:</b> <i>Applications will be accepted until 11:59 PM on the day prior to the application deadline date above</i></p><p></p><p><b>
Our Employment Opportunities</b></p><p></p><p>
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Join our Talent Community</b><br>
<br>
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.<br>
<br>
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p><p>
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.</p></div>

Institutional Portfolio Analyst

<div><p>At BNY, our culture allows us to run our company better and enables employees&rsquo; growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world&rsquo;s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.</p>
<p>
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance &ndash; and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.</p>
<p>
We&rsquo;re seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. This role is located in Newport Beach, CA.</p>
<p>
In this role, you&rsquo;ll make an impact in the following ways:</p>
<ul>
<li>Assist Portfolio Managers in more complex aspects of the management of portfolios, both domestic and international, along with researching potential business profitability</li>
<li>Calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction</li>
<li>Prepare trades, and monitor and clear compliance notifications</li>
<li>Report and analyze investments for assigned investment teams, and support the marketing and client service teams with data requests</li>
<li>Interpret performance attribution, track error reports, and generate other portfolio analytics</li>
<li>Conduct detailed portfolio analysis and prepare reports to be utilized for impactful business decisions</li>
</ul>
<p>To be successful in this role, we&rsquo;re seeking the following:</p>
<ul>
<li>Bachelor&rsquo;s degree or the equivalent combination of education and experience is required. MBA and/or CFA preferred</li>
<li>3-5 years prior financial/investment experience</li>
<li>Strong analytical and research skills related to portfolio management</li>
<li>Experience working with domestic and international portfolios</li>
<li>No direct reports</li>
</ul>
<p>At BNY, our culture speaks for itself, check out the latest BNY news at:</p>
<ul>
<li><p>BNY Newsroom</p></li>
<li><p>BNY LinkedIn</p></li>
</ul>
<p>Here&rsquo;s a few of our recent awards:</p>
<ul>
<li><p>America&rsquo;s Most Innovative Companies, Fortune, 2025</p></li>
<li><p>World&rsquo;s Most Admired Companies, Fortune 2025</p></li>
<li><p>&ldquo;Most Just Companies&rdquo;, Just Capital and CNBC, 2025</p></li>
</ul>
<p>Our Benefits and Rewards:</p>
<p>
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life&rsquo;s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.</p>
<p>
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.</p>
<p>
Our ambition is to build the best global team &ndash; one that is representative and inclusive of the diverse talent, clients and communities we work with and serve &ndash; and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.</p><p><br>
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $71,000 and $104,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.</p><p><br>
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.</p></div>

Senior Specialist, IWM Portfolio Analyst

Federal Home Loan Bank of Atlanta

<div><p>Compensation Grade:</p>
13<p></p><p><b>
BASIC PURPOSE:</b></p><br>
Serves as part of the first line of defense, evaluating, underwriting, funding, and managing the Community Investment Services and its affordable housing Homeownership and multi-family programs objectives. Through timely and thorough underwriting, this role supports the Bank&rsquo;s strategy to maintain and expand member and project sponsor relationships. This position identifies and mitigates risk in existing and proposed transactions.
<br>
This position also works directly with management and teammates in Risk Management; Client Coverage, and other areas of the Bank to lead the analysis of Homeownership and Rental project opportunities, underwriting of credit exposure, and management of the AHP Homeownership, rental and CICA portfolios, and relationships while providing effective outcomes.<p></p><p><b>
ESSENTIAL FUNCTIONS:</b></p><p></p><div><ul><li><p>
Responsible for the production of Rental and Ownership products and programs to include, application intake, underwriting, processing, decision making, and disbursement functions in accordance with federal regulations, department procedures and policies, performance objectives, and administrative requirements.</p></li><li><p>
Responsible for the intake, processing and funding functions of the Affordable Housing Program, Community Investment Program/Economic Development Program, and other community investment service products.</p></li><li><p>
Acts as backup to Homeownership Portfolio Manager and may direct the effective daily management of a team responsible for a pipeline of projects funded by the Bank&rsquo;s Community Investment Services programs and products. May schedule and assign work, provide directional leadership regarding delegation and prioritization of work, and establish account responsibilities within the team structure, while ensuring the efficient use of team resources.</p></li><li><p>
Establishes positive and effective relations with Bank members, developers, intermediaries, and other persons and entities to ensure successful pipeline management, sales, and communication outcomes.</p></li><li><p>
Designs, collects, and uses program outcome metrics to support the department&rsquo;s efforts to deliver on its commitment to service excellence. Reviews and recommends appropriate risk measurement, risk assessment, management, mitigation, and reporting processes.</p></li><li><p>
Works with management to develop and execute procedures and practices by which new and existing programs will be evaluated in accordance with establish criteria.</p></li><li><p>
Develops technical solutions to new or highly complex problems that cannot be solved using existing methods or approaches. Promotes those solutions with a successful outcome to management.</p></li><li><p>
Provides feedback and input on problems and challenges that are complex and impact the business and operational objectives of the Bank.</p></li><li><p>
Develops and promotes feasible process improvement, resource deployment, quality control, and/or automation concepts and ideas that advance the department&rsquo;s Performance Metric and Business Standards environment.</p></li><li><p>
Prepares, supervises, approves, and performs the preparation of in-depth feasibility and subsidy evaluation of assigned Affordable Housing Program projects and community development programs, including applications, takedowns, modifications, progress reports, and extensions using the Bank&rsquo;s format of valuation methodology to estimate loan quality, valuation, and ensure compliance with Bank policy, procedures, and regulations.</p></li><li><p>
Presents analysis or report before committee, as required.</p></li><li><p>
Ensures Affordable Housing Program, Homeownership Set-Aside Program, Community Investment/Economic Development, and other community investment service product documentation complies with Bank policies and procedures.</p></li><li><p>
Reviews, analyzes, and interprets financial data contained in project proformas, sources and uses statement and development budgets, and makes funding recommendations.</p></li><li><p>
Reviews and interprets language in loan closing documents such as promissory notes, closing statements, deeds, etc., that indemnify the Bank and its members against potential losses.</p></li><li><p>
Responsible for the development, design, enhancement, and maintenance of comprehensive financial spreadsheets, models, and form templates to facilitate the analysis and monitoring of the Bank&rsquo;s Affordable Housing Program.</p></li><li><p>
Prepares periodic performance assessment of direct reports to assist the Portfolio and Production Manager in the preparation of annual performance appraisal reviews.</p></li><li><p>
Manages and provides technical assistance to members and project sponsors regarding lending and disbursement procedures and regulatory requirements.</p></li><li><p>
Participates in system elaboration and user acceptance testing for department systems.</p></li><li><p>
Maintains current operating knowledge of federal, state, and local programs affecting community investment activities.</p></li><li><p>
Manages the development, maintenance, and execution of sound Community Investment Services portfolio compliance management functions as defined by applicable federal regulations, including default and recovery management.</p></li><li><p>
Creates and promotes an atmosphere of high integrity and commitment to the Bank&rsquo;s mission, vision, and values by establishing effective internal communication between staff and management.</p></li><li><p>
Recommends and establishes strong internal control and reporting processes as related to internal audit and regulatory exam findings.</p></li><li><p>
Recommends and creates standard operating processes and procedures to ensure optimum efficiencies in the product and program areas. Assesses all current processes and practices to determine improvements that will generate reductions in expenses and/or process time on the production side of the business. Implements improvements that demonstrate measurable results for the business.</p></li><li><p>
Responsible for developing onboarding, training, and educating new and existing members that participate in the Community Investment Services programs and products</p></li><li><p>
Responsible for onboarding, training, developing, and educating new and existing staff members</p></li><li><p>
Performs user acceptance testing to validate system performance, new functionality, upgrades, patches, new products, and data changes before they are deployed to production.</p></li><li><p>
Assists with the preparation of program reports for department management</p></li><li><p>
Provides feedback and input on problems, and challenges that are complex and impact the business and operational objectives of the Bank.</p></li><li><p>
Prepares, approves, and performs the preparation of in-depth feasibility and subsidy evaluation of assigned Affordable Housing Program projects and community development programs, including applications, takedowns, modifications, progress reports, and extensions using the Bank&rsquo;s format of valuation methodology to estimate loan quality, valuation, and ensures compliance with Bank policy, procedures, and regulations.</p></li><li><p>
Demonstrates an application of newly acquired professional development tools, information, and training.</p></li><li><p>
Develops and recommends technical solutions to new or highly complex problems that cannot be solved using existing methods or approaches. Promotes those solutions with a successful outcome to senior management.</p></li><li><p>
Provides feedback and input on problems, and challenges that are complex and impact the business and operational objectives of the Bank.</p></li><li><p>
Anticipates and appropriately communicates the implications of events or decisions for various stakeholders and plans strategy accordingly.</p></li><li><p>
Assists with developing, updating, and maintaining written departmental operating policies and procedures for all programs.</p></li><li><p>
Provides technical assistance to members and project sponsors regarding lending and disbursement procedures and regulatory requirements.</p></li><li><p>
Participates in system elaboration and user acceptance testing for department systems.</p></li><li><p>
Maintains current operating knowledge of federal, state, and local programs affecting community investment activities.</p></li><li><p>
Leads and attends daily; bi-weekly or ad hoc meetings to discuss team meetings topics such as production updates, system issues, transaction issues, enhancements, procedures updates, etc.</p></li><li><p>
Expected to enhance the department&rsquo;s brand by taking ownership of issues, following problems through to satisfactory resolution, identifying process improvements and efficiencies, and providing excellent customer service to the Bank&rsquo;s members.</p></li></ul></div><p></p><h2 class="jobSectionHeader"><b>
OTHER RESPONSIBILITIES:</b></h2><p>
This description provides general information necessary to depict the essential and non-essential functions of the job and shall not be construed as a detailed description of all the required work that may be inherent in the job.</p><p></p><p><b>
KNOWLEDGE, SKILLS, ABILITIES:</b>
</p><p></p><ul><li><p>A thorough understanding of the principles of real estate or mortgage finance, strong math skills, and the ability to identify and resolve complex financial problems are essential.</p></li><li><p>
Experience in developing project financials or underwriting single family and/or multifamily affordable housing and community economic development real estate deals is preferred.</p></li><li><p>
A thorough knowledge of the principles of community development finance and the operations of regulated financial institutions.</p></li><li><p>
Ability to develop comprehensive financial spreadsheets, models, and form templates is required.</p></li><li><p>
Basic computer skills, including Microsoft Word, Excel, and PowerPoint.</p></li><li><p>
Strong customer relationship management skills.</p></li><li><p>
Strong communication, presentation, and problem-solving skills are required.</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
MINIMUM REQUIREMENTS</b><b>:</b></h2><p>
A bachelor&rsquo;s degree in finance, or real estate, or a minimum of five years&rsquo; experience in residential or commercial real estate lending, or underwriting. One-year supervisory experience, or the equivalent combination of education and experience is necessary. A master&rsquo;s degree is preferred.</p><p></p><p><b>
Work Location:</b> This individual must reside within commuting distance from our <b>Atlanta, GA </b>office. This position may not be filled in New Jersey, either in-person or remotely.</p><p></p><p><b>
Work Schedule: </b>Onsite with an opportunity to work remote partially.</p><p></p><p><b>
Visa Sponsorship: </b>Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.</p><p></p><p>
We are an equal opportunity employer.</p></div><p></p>

Senior Homeownership Portfolio Analyst

Los Angeles Capital Management

<div><p><b>Analyst, </b><b>Portfolio Implementation</b></p><p></p><p><b><br>
About the Firm</b></p><p><b><i>
Firm Mission</i></b></p><p><b><i>
&ldquo;Achieving Client Success through Research and Technology&rdquo;</i></b></p><p>
Los Angeles Capital, the &ldquo;Firm&rdquo;, is a global equity manager of assets for leading institutions around the world. The Firm is recognized as a pioneer in dynamic equity management, utilizing proprietary technology to engineer equity portfolios that adapt to today&rsquo;s equity market. The Firm&rsquo;s senior investment professionals have worked together for three decades developing models for measuring and forecasting return and risk of global equity securities. The Firm manages approximately $40.1 billion as of December 31, 2025, across a wide variety of public equity strategies designed to meet institutional client return and risk objectives. The Firm has been ranked for seven years in a row by Pensions and Investments as one of the &ldquo;Best Places to Work in Money Management.&rdquo; The Firm&rsquo;s working environment places a strong focus on teamwork and values work-life balance. The Firm offers a competitive compensation package that includes health care plans, 401(k), and top-tier benefits. The Firm is 100% employee-owned through a holding company structure and seeks to retain and motivate employees&rsquo; long term. Los Angeles Capital firmly believes the quality and commitment of the individuals are vital to the success of the Firm, ensuring that client expectations are exceeded.</p><p><b>
Position Overview</b></p><p>
Reporting directly to the Managing Director, Portfolio Implementation, the Portfolio Implementation Analyst (&ldquo;Analyst&rdquo;) will work closely with all members of the Portfolio Implementation team to support department responsibilities, including internal analysis, trade list and portfolio review, reporting, portfolio construction, parameterization, and optimization across the model-to-trade lifecycle. The successful candidate will play an increasingly important role in streamlining foundational processes, workflows, systems, and applications that underpin functional implementation and data analysis.</p><p>
This role offers exposure to most aspects of an institutional money management firm. In addition to Portfolio Implementation, the position will intersect with Research, Portfolio Management, Trading, Operations, Compliance, and Information Technology, contributing to both standard duties and ad hoc projects. The Analyst will serve as a key support resource to the broader Portfolio Implementation team and is expected to contribute to organizational operational efficiency with the fundamental objective of improving alpha capture in client portfolios.</p><p><b>
Key Job Responsibilities</b></p><div><ul><li>
Support all aspects of the Portfolio Implementation function, developing a thorough understanding of foundational portfolio activities, rebalance workflows, and the systems and applications that support them.</li><li>
Collaborate with internal stakeholders on trade list optimization for regular program and objective-based rebalances, including preparation of relevant inputs for the optimization process. Assist in evaluating and proposing enhancements to implementation parameters and constraints to more effectively capture model signals in client portfolios.</li><li>
Assist in reviewing, maintaining, and monitoring client guidelines to ensure portfolios remain in compliance with account-specific objectives and restrictions.</li><li>
Perform ad hoc portfolio analysis to provide insights related to expected implementation objectives and outcomes, including assessments of signal exposure, transfer coefficients, and constraint impacts.</li><li>
Support the development and maintenance of internal reporting metrics and dashboards that enhance visibility into rebalancing activity, cash flow decision-making, and implementation outcomes across normal and varying market environments.</li><li>
Identify opportunities to adapt workflows in an operationally efficient manner, contributing to the ongoing systematization of implementation decisions and the integration of implementation strategies across portfolios and products.</li><li>
Assist in evaluating and automating decision criteria underlying recommended changes to portfolio parameters, both on an ad hoc basis and as part of regular rebalance activities.</li><li>
Participate in quality assurance for new technology resources, systems, and tools used within the Portfolio Implementation group, including assessment of optimizer solutions, portfolio management systems, and data platforms.</li><li>
Support the integration of relevant data inputs, including corporate actions, liquidity considerations, and event risks, into daily and rebalance-related workflows.</li><li>
Contribute to cross-functional projects with Research, Portfolio Management, Trading, Operations, Compliance, and Information Technology as directed.</li><li>
The nature of portfolio implementation in global financial markets requires availability beyond standard office hours. The Analyst is expected to contribute outside of normal business hours on a regular basis or as needed in response to events that may require prompt action or coordination.</li></ul></div><p><b>
Skills and Knowledge Required</b></p><div><ul><li>
Bachelor&rsquo;s degree or higher in Business, Finance, Economics, or a related field.</li><li>
1&ndash;3 years&rsquo; experience in investment management or a related field; relevant internship experience or an advanced degree may be considered.</li><li>
Familiarity with investment strategies, portfolio analytics and optimization systems, portfolio construction concepts, and data analysis.</li><li>
Strong quantitative and analytical skills, with an ability to interpret and communicate data-driven insights.</li><li>
Technical proficiency preferred: Python, R, VBA, Bloomberg, or CIQ.</li><li>
Expert Excel and Microsoft Office skills. Demonstrated aptitude for adopting new applications and platforms, including data and visualization tools (e.g., Databricks, Snowflake, Tableau) and AI-based tools that drive process efficiency (e.g., Claude, Copilot).</li><li>
Creative and curious mindset with an eagerness to think beyond the normal course of operations.</li><li>
Highly organized, detail-oriented, self-motivated, and possessing a strong work ethic.</li><li>
Excellent team player who anticipates needs and works collaboratively across functions.</li><li>
Crisp and clear written and verbal communication skills.</li><li>
Demonstrated success in process and project management.</li><li>
Ability to work under time pressure and manage multiple priorities simultaneously.</li></ul></div><p><b>
Skills and Knowledge Desired</b></p><div><ul><li>
CFA candidacy</li></ul></div><p></p><p><i><br>
This is a hybrid position based in Los Angeles, CA which requires weekly attendance.</i></p><p><b>
NO RECRUITERS, PLEASE.</b></p><p></p><p><b><br>
Apply today!</b></p><p>
Los Angeles Capital is an SEC registered investment adviser and required to track certain political contributions under rule 206(4)-5. Therefore, you will be required to disclose your prior political contributions.</p><p><b><i>
Los Angeles Capital is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual&rsquo;s race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.</i></b></p><p><i>
For more information about the company, please refer to our website at </i><i>www.lacapm.com</i><i>.</i></p><p><b>
Personnel/Applicant Privacy Notice</b></p><p>
Los Angeles Capital is committed to safeguarding the privacy of our personnel and job applicants. Los Angeles Capital does not &quot;sell&quot; (as that term is defined in the CCPA) your personal information. Please see our Privacy Policy for details.</p></div>

Portfolio Implementation Analyst

First Command Financial Services

<div><p><b>How will your role impact First Command?</b></p>
<h1 class="jobSectionHeader">
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by leading business case development, analyzing initiative value and alignment, and producing actionable insights for strategic prioritization. This role partners directly with initiative sponsors, senior leaders, and governance stakeholders to evaluate proposals, manage portfolio data, and inform investment decisions. The analyst ensures transparency, alignment, and value realization across the enterprise portfolio, while also supporting core governance operations and portfolio reporting.</h1>
<p><b>
What will you be doing?</b></p>
<ul>
<li> Lead the development, review, and refinement of business cases in collaboration with initiative sponsors.</li>
<li>Analyze initiative alignment, resource requirements, strategic value, and risk.</li>
<li>Develop insights and recommendations for prioritization and sequencing based on roadmap and portfolio health.</li>
<li>Prepare materials and executive briefings for governance committees, ELT, and Board meetings.</li>
<li>Track and report on portfolio performance, benefits realization, and key metrics.</li>
<li>Maintain initiative records and support governance workflows across intake, evaluation, prioritization, and post-execution review.</li>
<li>Contribute to portfolio roadmap maintenance and development of governance templates, tools, and reporting standards.</li>
<li>Partner with the Director to identify risks, support strategic reviews, and drive continuous improvement.</li></ul><br>
<p></p>
<p><b>
What skills/qualifications do you need?</b></p><br>
<p>
</p><p><b>Education</b></p>
<ul>
<li>Bachelor&rsquo;s degree in Business, Finance, Project Management, Strategy, or a related field is required. Advanced degree preferred.</li>
</ul>
<p><b>Work Experience</b></p>
<ul>
<li>6+ years in portfolio analysis, project management, or strategic planning.</li>
<li>Experience in business case development and strategic evaluation.</li></ul><br>
<p></p>
<p><b>
Certifications</b><b>
</b></p><ul><li>PMP, PfMP, SAFe Lean Portfolio Management, or other relevant project management certifications preferred.</li>
</ul>
<p><b>Required Knowledge, Skills and Abilities</b></p>
<ul>
<li>Strong analytical, critical thinking, and stakeholder engagement skills.</li>
<li>Proficient in portfolio tools (e.g., Smartsheet, Power BI, Excel).</li>
<li>Ability to operate independently and manage ambiguity in a dynamic environment.</li></ul><br>
<p></p>
<h1 class="jobSectionHeader"><b>
#LI-NC1</b></h1>
<p>
#LI-Hybrid</p></div>

Senior Portfolio Governance Analyst

Innovation Endeavors

<div><p><b>ABOUT INNOVATION ENDEAVORS</b></p>
<p>Innovation Endeavors is a leading early-stage venture capital firm investing in founders who are driving generational change in order to solve problems that matter. We explore how advances in data, computation, and engineering are reshaping industries worldwide. Over 16 years, we have backed breakout companies including Uber, Planet Labs, Viz.ai, AlphaSense, and Kong. We are currently investing out of our fifth fund ($630M), and have total AUM of almost $2B. We invest primarily at Seed and Series A, taking a concentrated, thesis-driven approach, leading nearly every deal and working closely with our portfolio.</p><br>
<p><b>THE ROLE</b><br>
We are hiring a <b>Portfolio Intelligence</b> <b>Analyst</b> to own and evolve our internal data infrastructure, including the systems, tools, and workflows that power portfolio monitoring, fund management, and investor reporting. You will work directly with our CFO and investment team to turn messy, multi-source data into clean, reliable intelligence that drives better decisions across the firm.<br>
<br>
This is a high-impact seat at the intersection of data, finance, and technology with visibility intoevery company in our portfolio and direct exposure to how a top-tier VC firm operates. You'll have the autonomy to build AI-first solutions rather than just maintaining spreadsheets, and you'll be the firm's go-to expert on portfolio data. While this role provides visibility and access across the firm, it is not an investing role or a pathway to an investing role.</p><br>
<p><b>WHAT YOU WILL DO</b></p><br>
<ul><li>Own the financial data platform. Manage and continuously improve our existing outputs from our accounting system, financing data and cap tables, and our portfolio monitoring platform. Design workflows for data collection, validation, and reporting across our financial reporting and portfolio companies. And more importantly, define and implement future tools for better data management.</li><li>
Build AI-first tools. Identify opportunities to automate tedious processes&mdash;data ingestion, anomaly detection, report generation&mdash;using modern AI-first tools. Evaluate and implement new technologies rather than defaulting to manual workflows.</li><li>
Support fundraising. Assist in drafting the DDQ and other accurate and verified financial fundraising materials for our potential and existing investors. Contribute to fundraising activities by preparing data-backed analysis, and providing transactional and operational support.</li><li>
Deliver financial analysis. Prepare ad-hoc models and analyses of fund and portfolio performance for quarterly valuations, semi-annual Strategic Reviews, later-stage financing assessments, and LP reporting.</li><li>
Collect and verify portfolio data. Lead the end-to-end process of gathering financial metrics and KPIs from portfolio companies, foreign company and tax data, while working closely with the CFO and investment team. Ensure data accuracy through systematic verification and reconciliation.</li><li>
Improve processes relentlessly. Identify bottlenecks and inefficiencies across the firm's data workflows. Build dashboards, automate reports, and implement best practices for data organization across all firm functions,</li></ul>
<p><b>WHAT WE ARE LOOKING FOR</b></p>
<ul><li>3&ndash;5 years of experience in a fast-paced, analytical environment, for example, in a high-growth startup or fund, or data analytics with an investment banking firm.</li><li>
VC curious with an interest or experience in the innovation economy and venture capital</li><li>
Data science or analytics training, whether through formal education (degree or coursework in data science, statistics, CS, or a quantitative field) or meaningful professional experience working with data at scale.</li><li>
Advanced proficiency in Excel/Google Sheets and SQL. Experience with Python, R, or similar tools for data analysis is a strong plus.</li><li>
Familiarity with AI tools and workflows. You don't need to be a machine learning engineer, but you should be excited about using AI to solve operational problems and comfortable evaluating new tools.</li><li>
Working knowledge of finance and accounting fundamentals. Enough to build financial models, understand fund structures, and communicate fluently with the CFO and investment team.</li><li>
Experience with portfolio monitoring, cap table, or fund admin platforms (e.g.,Standard Metrics, Carta, Investran) is a plus but not required.</li><li>
Exceptional communication skills. You can translate complex data into clear narratives for both technical and non-technical audiences.</li><li>
An ownership mentality. You're proactive, organized, and comfortable operating with significant autonomy. No task is too small, and no problem is someone else's.</li></ul><br>
<p><b>WHY THIS ROLE</b></p><br>
<ul><li>Venture capital exposure: Direct visibility into cutting-edge startups across AI, robotics, life sciences, and enterprise software.</li><li>
Build, don't just maintain: This is a greenfield opportunity to design data infrastructure and AI-powered tools from scratch.</li><li>
Small team, big impact: As the only in-house finance hire directly supporting the CFO, your work shapes firm-level decisions.</li><li>
Culture: A tight-knit, intellectually curious team that values openness, kindness, and a passion for emerging technology.</li></ul><br>
<p><b>COMPENSATION</b><br>
Competitive base salary, performance bonus, and benefits including medical, dental, vision,</p></div>

Portfolio Intelligence Analyst

STORE Capital

<div>
 <p>
  Job Type
 </p>
 <p>
  Full-time
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Description
  </strong>
 </p>
 <p>
  STORE Capital Advisors, LLC is seeking a team orientated, self starter with credit analysis experience to join our
  <strong>
   Portfolio Management
  </strong>
  team.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   How you will contribute to STORE&rsquo;s mission:
  </strong>
 </p>
 <p>
  The Investment Analyst is an integral member of STORE Capital&rsquo;s Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is responsible for analyzing tenant and property financials, reviewing industry and customer performing trends, and collaborating with Portfolio Managers to assess risks and opportunities across the portfolio. The Investment Analyst will be responsible for a subset of the portfolio while working closely with internal teams to provide insights that drive resolutions and portfolio performance.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What Will Make You Successful (Qualifications)
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s Degree preferably in Business, Finance, and or related area required
  </li>
  <li>
   0&ndash;4 years of relevant work experience in commercial real estate, banking, or a related area; at least 1 year of credit analysis preferred
  </li>
  <li>
   Strong ability to interpret and analyze complex financial statements, including Income Statements, Balance Sheets, and Cash Flow Statements
  </li>
  <li>
   Demonstrated critical thinking skills to evaluate creditworthiness and identify portfolio risks
  </li>
  <li>
   Excellent written and oral communication skills; able to effectively communicate financial insights to internal teams and customers
  </li>
  <li>
   Self-starter with the ability to work independently while maintaining a collaborative, team-oriented mindset
  </li>
  <li>
   Effective at time and task management, capable of meeting tight deadlines without sacrificing quality
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What Most Days Will Include (Primary Duties)
  </strong>
 </p>
 <ul>
  <li>
   Analyze property-level and corporate financial statements for existing customers to assess financial health and identify risks
  </li>
  <li>
   Support portfolio management team with analysis and management of single-tenant net-lease exposure across the United States
  </li>
  <li>
   Prepare detailed memoranda for Lease and Disposition Committee, presentations, and reports for Senior Management and Portfolio Managers
  </li>
  <li>
   Formulate and communicate potential risks and strategies across tenants, industries, and geographies
  </li>
  <li>
   Collaborate with Acquisitions, Credit Underwriting, Real Estate, and Accounting teams to provide insights that optimize portfolio performance
  </li>
  <li>
   Engage with customers as needed to gather financial information, understand operations, and support portfolio management activities
  </li>
  <li>
   Assist with ad hoc projects and initiatives assigned by the Team
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What&rsquo;s In STORE For You (Benefits &amp; Perks)
  </strong>
 </p>
 <ul>
  <li>
   Competitive Pay and Long-Term Pay Incentives
  </li>
  <li>
   Hybrid Work Schedule/Time Flexibility
  </li>
  <li>
   Comprehensive Health Benefits w/ $0 Cost Employee Benefit Plan Options
  </li>
  <li>
   Employer Sponsored Life and Disability Policies
  </li>
  <li>
   Generous Paid Time Off Program and Paid Parental Leave
  </li>
  <li>
   Paid Volunteer Time Off
  </li>
  <li>
   Thirteen (13) Paid Holidays Per Year
  </li>
  <li>
   401(k) Profit Sharing Plan with 4% match; with NO vesting schedule
  </li>
  <li>
   Employee Wellness Program
  </li>
  <li>
   Employee Training Reimbursement Program
  </li>
  <li>
   Employer Sponsored Electric Vehicle (EV) Charging Program
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <em>
   STORE Capital Advisors, LLC is a proud equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors. We celebrate diversity and are committed to creating an inclusive environment for all employees.
  </em>
 </p>
</div>


Investment Analyst- Portfolio Management

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