portfolio analyst

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<div>
<div></div><div><b>D</b>
</div><div><b>escription</b>
</div></div><div><div><div><div><div><div><p>Working at 55ip means standing at the intersection of finance and technology&mdash;and at the cutting-edge of wealth management. We&rsquo;ve been making rapid progress in our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we&rsquo;ve experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $28 billion in assets (and counting) are using 55ip.</p>
<p>If we look a little different, it&rsquo;s because we are. We&rsquo;re entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience&mdash;and have fun doing it. Like lots of companies, we&rsquo;ve got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details&mdash;and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we&rsquo;re looking for top talent&mdash;with hustle&mdash;to join us on our path to becoming an industry standard.</p>
<p><b>Portfolio Analyst</b></p>
<p>55ip&rsquo;s Quant R&amp;D team is looking for a professional to provide support to the R&amp;D team testing and operational needs. The ideal candidate can understand market and portfolio data and investigate investment outcomes. Ensure that portfolios are positioned in accordance with investment strategies and views, and organizational and infrastructure capabilities are in place to support the portfolio management process. The candidate will be motivated, a problem solver, and an effective team player looking to make an impact.
</p><p><b>Responsibilities</b></p>
<ul><li>Work with quantitative researchers and developers to support the evolution of its investment algorithms and the refinement of the research data, back-testing, simulation, and data visualization platforms.</li>
<li>Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives.</li>
<li>Setup, run and monitor historical &amp; forward-looking simulations.</li>
<li>Create reports using Excel, Tableau, and other tools.</li>
<li>Provide Quant L1 support to execute requests &amp; investigate questions/issues originating from trade operations and/or investment teams</li>
<li>Investigate datasets for use in new or existing algorithms.</li>
<li>Work closely with product management and technology teams.</li>
<li>Participate in governance practices to monitor and refine investment methodologies.</li>
<li>Take part in agile methodology &amp; rituals</li>
<li>Use JIRA to manage &amp; assignment work items and issues</li>
<li>Fully document operational procedures, processes, and workflows</li>
</ul><p><b>Requirements</b></p>
<ul><li>Bachelor&rsquo;s degree in accounting/finance/economics</li>
<li>Interest in pursuing CFA and/or FRM</li>
<li>Working knowledge in PowerPoint, Word and Excel</li>
<li>Passion for financial markets and the investment management process.</li>
<li>Strong verbal and written communication skills</li>
<li>Strong attention to detail with the ability to conceptualize and learn complex financial data.</li>
<li>Ability to work on multiple tasks and under pressure while handling large workloads and short timelines.</li>
<li>Ability to work cooperatively and collaboratively with all levels of employees and management.</li>
<li>Team Player with a strong work ethic and a diligent, responsible personality.</li>
<li>Ability to work effectively in a highly collaborative, team-oriented environment.</li>
<li>Excellent written and verbal communications skills.</li>
<li>Knowledge of basic statistics, strong Excel skills and quantitative capabilities.</li>
<li>Capable of investigating issues data using SQL.</li>
<li>Ability to work with basic Python and statistics.</li>
<li>Familiarity with tools such as BarraOne, Factset, Bloomberg is a plus.</li>
<li>Candidate should be collaborative and thrives on challenge in a fast-paced, dynamic environment</li>
<li>The highest degree of integrity, motivation, and intellectual curiosity</li>
</ul></div></div></div></div></div></div><p></p><b>ABOUT US</b><div><br>
<p>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.<br>
<br>
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p></div><br>
<br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Portfolio Analyst

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  D
  <br/>
  <br/>
 </strong>
 <strong>
  escription
  <br/>
  <br/>
 </strong>
 Working at 55ip means standing at the intersection of finance and technology&mdash;and at the cutting-edge of wealth management. We&rsquo;ve been making rapid progress in our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we&rsquo;ve experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $28 billion in assets (and counting) are using 55ip.
 <br/>
 <br/>
 If we look a little different, it&rsquo;s because we are. We&rsquo;re entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience&mdash;and have fun doing it. Like lots of companies, we&rsquo;ve got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details&mdash;and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we&rsquo;re looking for top talent&mdash;with hustle&mdash;to join us on our path to becoming an industry standard.
 <br/>
 <br/>
 <strong>
  Portfolio Analyst
  <br/>
  <br/>
 </strong>
 55ip&rsquo;s Quant R&amp;D team is looking for a professional to provide support to the R&amp;D team testing and operational needs. The ideal candidate can understand market and portfolio data and investigate investment outcomes. Ensure that portfolios are positioned in accordance with investment strategies and views, and organizational and infrastructure capabilities are in place to support the portfolio management process. The candidate will be motivated, a problem solver, and an effective team player looking to make an impact.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work with quantitative researchers and developers to support the evolution of its investment algorithms and the refinement of the research data, back-testing, simulation, and data visualization platforms.
  </li>
  <li>
   Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives.
  </li>
  <li>
   Setup, run and monitor historical &amp; forward-looking simulations.
  </li>
  <li>
   Create reports using Excel, Tableau, and other tools.
  </li>
  <li>
   Provide Quant L1 support to execute requests &amp; investigate questions/issues originating from trade operations and/or investment teams
  </li>
  <li>
   Investigate datasets for use in new or existing algorithms.
  </li>
  <li>
   Work closely with product management and technology teams.
  </li>
  <li>
   Participate in governance practices to monitor and refine investment methodologies.
  </li>
  <li>
   Take part in agile methodology &amp; rituals
  </li>
  <li>
   Use JIRA to manage &amp; assignment work items and issues
  </li>
  <li>
   Fully document operational procedures, processes, and workflows
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree in accounting/finance/economics
  </li>
  <li>
   Interest in pursuing CFA and/or FRM
  </li>
  <li>
   Working knowledge in PowerPoint, Word and Excel
  </li>
  <li>
   Passion for financial markets and the investment management process.
  </li>
  <li>
   Strong verbal and written communication skills
  </li>
  <li>
   Strong attention to detail with the ability to conceptualize and learn complex financial data.
  </li>
  <li>
   Ability to work on multiple tasks and under pressure while handling large workloads and short timelines.
  </li>
  <li>
   Ability to work cooperatively and collaboratively with all levels of employees and management.
  </li>
  <li>
   Team Player with a strong work ethic and a diligent, responsible personality.
  </li>
  <li>
   Ability to work effectively in a highly collaborative, team-oriented environment.
  </li>
  <li>
   Excellent written and verbal communications skills.
  </li>
  <li>
   Knowledge of basic statistics, strong Excel skills and quantitative capabilities.
  </li>
  <li>
   Capable of investigating issues data using SQL.
  </li>
  <li>
   Ability to work with basic Python and statistics.
  </li>
  <li>
   Familiarity with tools such as BarraOne, Factset, Bloomberg is a plus.
  </li>
  <li>
   Candidate should be collaborative and thrives on challenge in a fast-paced, dynamic environment
  </li>
  <li>
   The highest degree of integrity, motivation, and intellectual curiosity
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Us
  <br/>
  <br/>
 </strong>
 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
 <br/>
 <br/>
 We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
 <br/>
 <br/>
 <strong>
  About The Team
  <br/>
  <br/>
 </strong>
 J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
</div>


Neurealm (Formerly GS Lab | GAVS)

<p>analyzes investments, monitors their performance, and provides recommendations to improve returns while managing risk, aligning with client or organizational goals. Their duties include conducting market research, evaluating financial data, developing investment strategies, preparing performance reports, and collaborating with portfolio managers and clients to ensure investment strategies meet financial objectives.</p><p>Job Types: Full-time, Permanent, Fresher</p><p>Pay: &#8377;23,000.00 - &#8377;39,700.00 per month</p><p>Benefits:</p><ul><li>Provident Fund</li></ul><p>Work Location: In person</p>

Transguard Workforce Solutions

<div>
 <p>
  <strong>
   Transguard Workforce Solutions
  </strong>
  is the UAE&rsquo;s leading provider of unique and innovative HR solutions. With a decade of experience in the region and a team that possesses extensive knowledge of the market, we provide a fully integrated HR solution.
 </p>
 <p>
  We are currently recruiting an
  <strong>
   Assistant Manager - Insurance Portfolio Analyst
  </strong>
  for our client based in Dubai, UAE.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Purpose:
  </strong>
 </p>
 <p>
  The job holder is responsible to assist the Head of the division in performing the Portfolio Analytics and Portfolio Performance Monitoring. In addition, to assist the Head of the division on all the Operations and Legal &amp; Compliance related day-to-day tasks.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Performs the analysis of the underwriting portfolio for all commercial lines (marine and non-marine) handled within the division.
  </li>
  <li>
   Analyse and monitor the performance of the division&rsquo;s inward facultative portfolio.
  </li>
  <li>
   Run appropriate deep-dive data analysis to support the underwriting strategy of the division as required.
  </li>
  <li>
   Develop and maintain Management Information System (MIS) reports and dashboards to track the division&rsquo;s portfolio performance.
  </li>
  <li>
   Analyse and synthesize both quantitative and qualitative data to develop a pricing strategy for the division.
  </li>
  <li>
   Gain expertise in analytical techniques and commercial reinsurance knowledge to provide regular insights and analysis from the datasets.
  </li>
  <li>
   Identification of performance issues, opportunities and recommendations to improve a profitable growth.
  </li>
  <li>
   Run/Produce/Analyse reports to review trends in the claims data part as of the portfolio performance.
  </li>
  <li>
   Assist in the process of enhancement of the datasets quality and granularity.
  </li>
  <li>
   Collaborate with internal departments to enhance the granularity and quality of our datasets.
  </li>
  <li>
   Strive for continuous enhancement in reliability and capability in portfolio monitoring tools
  </li>
  <li>
   Assist in preparing the division&rsquo;s premium budget projection in line with the company budget exercise.
  </li>
  <li>
   Assist in monitoring monthly the premium production versus the budget.
  </li>
  <li>
   Contribute to the Operations process of the division in line with the company quality system procedures.
  </li>
  <li>
   Collaborate with the Underwriting team to facilitate the financial reconciliation process.
  </li>
  <li>
   Support the Underwriting and the Pricing and Analytics teams in the delivery of analysis of the division&rsquo;s portfolio performance.
  </li>
  <li>
   Contribute to the Legal &amp; Compliance (KYC, sanctions screening, etc) and Anti-Money Laundering and Combating the Financing of Terrorism (AML and CFT) processes.
  </li>
  <li>
   Assist in developing the implementation of efficient policies, processes, procedures, controls, and guidelines for the division.
  </li>
  <li>
   Works with the Underwriting team and other departments to improve processes and reduce barriers to achievement.
  </li>
  <li>
   Coaching of the underwriting team about the portfolio monitoring, analysis, and pricing.
  </li>
  <li>
   Assist in preparing monthly reports, dashboard's and metrics, and present results and recommendations to a variety of audiences, including executive management.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Requirements:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree (preferably in Actuarial Science).
  </li>
  <li>
   Professional certifications like Dip CII/ACII, ARM
  </li>
  <li>
   5 to 8 years in a relevant role, ideally in insurance/reinsurance analytics.
  </li>
  <li>
   Certified in Data Analytics.
  </li>
  <li>
   Strong numerical and data manipulation skills.
  </li>
 </ul>
 <p>
 </p>
</div>


Assistant Manager - Insurance Portfolio Analyst

Biogen

<div><p><b>About This Role
</b></p><p>As a Principal IT Portfolio Analyst (Financial Management), you will play a crucial role in managing financial and sourcing support processes for the Infrastructure &amp; Operations (I&amp;O) organization. You will collaborate with I&amp;O team members to support financial management, analysis, and planning. You will also oversee sourcing support activities to ensure necessary goods and services are acquired on a timely basis. Your contributions will be vital in enhancing the I&amp;O organization's efficiency and cost-effectiveness, bringing significant value to the business. The role reports into the Head of Infrastructure Management Operations.
</p><p></p><p><b>What You&rsquo;ll Do
</b></p><ul><li><p>Manage I&amp;O financial processes to ensure accuracy and completeness.
</p></li><li><p>Oversee monthly accruals and review them for thoroughness and correctness.
</p></li><li><p>Support monthly forecasting by analyzing actuals and providing variance analysis for assigned cost centers.
</p></li><li><p>Collaborate with budget owners to update forecasts based on analysis.
</p></li><li><p>Identify cost savings opportunities.
</p></li><li><p>Track renewals and new purchases in the I&amp;O contract database and update accordingly.
</p></li><li><p>Ensure that contract owners are made aware of upcoming renewals and work with them to track contract changes in the contract database, and update their budgets accordingly.
</p></li><li><p>Serve as the centralized owner for requesting purchase requisitions.
</p></li><li><p>Conduct training sessions on financial and sourcing processes as required.
</p></li><li><p>Participate in IT Management Office (ITMO) forums and initiatives as appropriate.
</p></li></ul><p></p><p><b>Who You Are
</b></p><p></p><p>You are detail-oriented with exceptional analytical skills, able to uncover insights and solve complex problems. Your ability to communicate effectively both verbally and in writing allows you to collaborate seamlessly with various stakeholders. You possess a strong aptitude for financial processes and demonstrate an eagerness to support and guide team members through them. Your proactive nature and commitment to accuracy enable you to drive efficiency in financial and sourcing operations.
</p><p></p><p><b>Required Skills
</b></p><ul><li><p>Bachelor's Degree in Accounting or Finance or equivalent combination of work experience and education
</p></li><li><p>5+ years of experience in Accounting/Finance.
</p></li><li><p>Strong analytical skills with an aptitude for problem-solving.
</p></li><li><p>Experience with forecasting and budgeting at a cost center level.
</p></li><li><p>Advanced experience in MS Excel.
</p></li><li><p>Attention to detail.
</p></li><li><p>Strong verbal, written and presentation communication skills.<br>
</p></li></ul><p></p><br>
Job Level: Management<br>
<p><br>
<b>Additional Information
</b></p><p></p>The base compensation range for this role is: $118,000.00-$158,000.00<br>
<div><p><br>
Base salary offered is determined through an analytical approach utilizing a combination of factors including, but not limited to, relevant skills &amp; experience, job location, and internal equity.
</p><p></p><p>Regular employees are eligible to receive both short term and long-term incentives, including cash bonus and equity incentive opportunities, designed to reward recent achievements and recognize your future potential based on individual, business unit and company performance.
</p><p></p><p>In addition to compensation, Biogen offers a full and highly competitive range of benefits designed to support our employees&rsquo; and their families <i>physical, financial, emotional, </i>and <i>social well-being </i>; including, but not limited to:
</p><ul><li>Medical, Dental, Vision, &amp; Life insurances
</li><li>Fitness &amp; Wellness programs including a fitness reimbursement
</li><li>Short- and Long-Term Disability insurance
</li><li>A minimum of 15 days of paid vacation and an additional end-of-year shutdown time off (Dec 26-Dec 31)
</li><li>Up to 12 company paid holidays + 3 paid days off for Personal Significance
</li><li>80 hours of sick time per calendar year
</li><li>Paid Maternity and Parental Leave benefit
</li><li>401(k) program participation with company matched contributions
</li><li>Employee stock purchase plan
</li><li>Tuition reimbursement of up to $10,000 per calendar year
</li><li>Employee Resource Groups participation
</li></ul></div><p></p><div><p><b>Why Biogen?
</b></p><p>We are a global team with a commitment to excellence, and a pioneering spirit. As a mid-sized biotechnology company, we provide the stability and resources of a well-established business while fostering an environment where individual contributions make a significant impact. Our team encompasses some of the most talented and passionate achievers who have unparalleled opportunities for learning, growth, and expanding their skills. Above all, we work together to deliver life-changing medicines, with every role playing a vital part in our mission. Caring Deeply. Achieving Excellence. Changing Lives.
</p><p></p><p>At Biogen, we are committed to building on our culture of inclusion and belonging that reflects the communities where we operate and the patients we serve. We know that diverse backgrounds, cultures, and perspectives make us a stronger and more innovative company, and we are focused on building teams where every employee feels empowered and inspired. Read on to learn more about our DE&amp;I efforts.
</p><p></p><p>All qualified applicants will receive consideration for employment without regard to sex, gender identity or expression, sexual orientation, marital status, race, color, national origin, ancestry, ethnicity, religion, age, veteran status, disability, genetic information or any other basis protected by federal, state or local law. Biogen is an E-Verify Employer in the United States.</p></div></div>

Principal IT Portfolio Analyst (Financial Management)

Pantex Plant

<div><div><div><b>Location: </b>Pantex Amarillo Campus<br>
<b>Job Title:</b> IT Project Portfolio Business Analyst<br>
<b>Career Level From:</b><b> </b>Senior Associate<br>
<b>Career Level To:</b> Specialist<br>
<b>Organization:</b> IT Business Operations (51355096)<br>
<b>Job Specialty:</b> Business Analysis</div>
<div><div><div><h2 class="jobSectionHeader"><b>What You'll Do</b></h2>
</div><div><div>
Mission - Pantex has several national security missions that protect our country and our allies around the world. At Pantex, our employees provide the nuclear deterrent for our nation and allies, ensure our nation&rsquo;s nuclear stockpile is strong and viable, and support the stockpile as the High Explosives Center of Excellence. Our team uses world-class skill, ambition, and vision to meet our missions on a daily basis. Join us in any of our engaging disciplines and do the most important work of your career.</div><br>
<div></div>
<div>
Culture - Much more than a place to work, this is a congenial professional setting where people work hard, interact with ease, and often become lifelong friends. At Pantex, you can build a career that lasts a lifetime, moving from one area to another as you gain new skills that align with your growing interests and professional strengths. You&rsquo;ll be inspired by our strong feeling of camaraderie. From the first day, you&rsquo;ll know that your coworkers have your back and you will have theirs. We have a shared mission and feel an urgency to get it done and done right. We are all proud patriots sharing our talents to work on a common goal whose legacy spans decades and continents.</div><br>
<div></div>
<div>
Benefits - We encourage employees to achieve a healthy personal balance among home, work and the community. One of the ways we embrace work-life balance is by offering flexible work arrangements that provide alternatives to the traditional workweek, while still meeting business needs. Top talent and personal commitment mean more to our success than any other factors, so we reward our people with the kinds of benefits that make a positive difference in the quality of their lives. Benefits such as: medical plan, prescription drug plan, vision plan, dental plan, employer matched 401(k) savings plan, disability coverage, education reimbursement and many more. Also, take advantage of our onsite cafeteria. Much more than a workplace, at Pantex, you can build a career that lasts a lifetime.</div><br>
<div></div>
<div>
What You'll Do</div>
<div>
The Information Technology (IT) Project Portfolio Business Analyst is a strategic role responsible for the overall governance and performance of an IT Project Portfolio. This individual orchestrates the selection and prioritization of IT project requests that align with organizational strategy and optimize resource utilization through effective resource capacity management. This person will help mature portfolio management processes, tools, and reporting to ensure effective decision-making and successful delivery of strategic initiatives.</div></div></div><div><div><h2 class="jobSectionHeader"><b>
What You'll Do (Cont'd)</b></h2>
</div><div><div>
Key Responsibilities</div>
<ul>
<li>Facilitate the intake and evaluation of new project proposals, assessing their strategic fit, feasibility, and potential impact.</li>
<li>Develop, implement, and maintain robust portfolio governance frameworks, policies, and procedures</li>
<li>Ensure all projects and programs within the portfolio are aligned with organizational strategy and contribute to desired business outcomes</li>
<li>Establish and manage a standardized project prioritization process, considering factors such as strategic alignment, risk, resource availability, and interdependencies.</li>
<li>Facilitate portfolio review meetings with senior leadership to present portfolio performance, propose adjustments, and support strategic decision-making.</li>
<li>Lead and manage the resource capacity planning process across the entire portfolio, forecasting demand against available supply</li>
<li>Collaborate with functional managers to ensure adequate and appropriate allocation of resources to prioritized projects.</li>
<li>Monitor resource utilization and provide recommendations for adjustments to maintain portfolio health and delivery timelines.</li>
<li>Develop and maintain comprehensive portfolio dashboards and reports for various audiences, including executive leadership, project managers, and stakeholders.</li>
<li>Provide guidance and mentorship to project and program managers on portfolio management best practices.</li>
<li>Develop and maintain an IT portfolio of projects and programs using a toolset to create roadmaps and convey resource constraints and portfolio health across all projects</li>
<li>Develop project requirements documents through interactions with customers and technical personnel</li>
<li>Exercise initiative and independent judgment and discretion under limited supervision</li>
</ul></div></div><div><div><h2 class="jobSectionHeader"><b>What You Can Expect</b></h2>
</div><div><div><ul><li>Meaningful work and unique opportunities to support missions vital to national and global security</li><li>
Top-notch, dedicated colleagues</li><li>
Generous pay and benefits with a stable organization</li><li>
Career advancement and professional development programs</li><li>
Work-life balance fostered through flexible work options and wellness initiatives</li></ul></div></div></div><div><div><h2 class="jobSectionHeader"><b>
Minimum Job Requirements</b></h2>
</div><div><ul><li>Bachelor's degree with a minimum of two years of relevant experience. Typical relevant experience ranging from 4 to 7 years.</li>
<li>OR Master's degree with a minimum of one year of relevant experience.</li>
<li>
<div>OR Applicants without a bachelor's degree may be considered based on a combination of at least 10 years of completed education and/or relevant experience.</div>
</li>
<li>Experience in Project and/or Portfolio Management.</li>
</ul></div></div><div><div><h2 class="jobSectionHeader"><b>Preferred Job Requirements</b></h2>
</div><div><ul><li>Ability to connect projects to organizational strategy and understand the broader business context</li><li>Strong analytical skills to interpret complex data, identify trends, and make data-driven decisions, particularly in the context of resource allocation.</li><li>Excellent verbal and written communication skills, with the ability to articulate complex financial and project information to diverse audiences, including executive leadership.</li><li>Ability to influence and collaborate effectively with stakeholders at all levels without direct authority</li><li>Demonstrated ability to design, implement, and optimize business processes, including those related to resource management.</li><li>Proficient in project and portfolio management software (e.g., Microsoft Project, Planview, Jira, Asana, Monday.com, Clarity PPM) with experience utilizing resource management modules.</li><li>ServiceNow experience, especially with Strategic Portfolio Management and Project Management modules</li><li>Ability to thrive in a dynamic, fast-paced environment and manage multiple priorities.</li><li>Ability to work independently and effectively as part of a group with diverse backgrounds and skills</li><li>Extensive knowledge and experience working with Excel spreadsheets</li><li>Knowledge and understanding of strategies for gathering, reviewing and analyzing data requirements</li><li>Experience with Agile Scrum or Scaled Agile techniques</li><li>Proven experience in effectively handling multiple tasks while meeting deadlines</li></ul>
<div>
Preferred Certifications<br>
<ul><li>Project Management Professional (PMP)</li><li>Portfolio Management Professional (PfMP)</li><li>Certified Business Analysis Professional (CBAP) or Entry Certificate in Business Analysis (ECBA)</li><li>Information Technology Infrastructure Library (ITIL) framework certification</li></ul></div></div></div><div><div><h2 class="jobSectionHeader"><b>
Why Pantex?</b></h2>
</div><div>You get #morethanajob. We encourage employees to achieve a healthy personal balance among home, work and the community. One of the ways we embrace work-life balance is by offering flexible work arrangements that provide alternatives to the traditional workweek, while still meeting business needs. Top talent and personal commitment mean more to our success than any other factors, so we reward our people with the kinds of benefits that make a positive difference in the quality of their lives. Benefits such as: medical plan, prescription drug plan, vision plan, dental plan, employer matched 401(k) savings plan, disability coverage, education reimbursement and many more. Want to stay healthy and fit but hate the cost of a gym membership? Take advantage of one of our onsite workout facilities and eat healthy in our onsite cafeterias. Much more than a workplace, at Pantex you can build a career that lasts a lifetime.</div></div><div><div><h2 class="jobSectionHeader"><b>
Notes</b></h2>
</div><div><div>The minimum education and experience for the lowest career level in the job posting range are listed under Minimum Job Requirements. Successful candidates hired into a higher career level than the minimum in the range must meet the requirements listed in the job leveling charts for the career level into which they are being hired.</div><div><br>
If a range of Career Levels is posted, i.e., Senior Associate to Senior Specialist, internal applicants already in one of the Career Levels would come across at their current Career Level. Internal applicants currently in a lower level Career Level would move to the lowest posted Career Level.</div><div><br>
Requires a Q clearance; however all qualified candidates will be considered regardless of their current clearance status. The ability to obtain and maintain a Department of Energy Q clearance is required.</div><div><br>
Position may require entry into Materials Access Areas (MAA) and participation in the Human Reliability Program (HRP). If HRP is required, candidate must complete a counterintelligence-scope polygraph, pursuant to 10CFR 709. Medical requirements may apply.</div></div></div></div><br>
<div>Pantex is a drug-free workplace. Candidates accepting a job offer will be required to pass a pre-placement physical, drug screening and background investigation. As an employee, you may be required to receive and maintain a security clearance from the United States Department of Energy in order to meet eligibility requirements for access to sensitive information or matter. U.S. citizenship is a requirement for security clearance applicants. All employees are subject to being randomly selected for drug testing without advance notification.<br>
</div><div>Pantex is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, age, religion, national origin, ancestry, genetic information, disability or veteran status.</div></div></div>

IT Project Portfolio Business Analyst

Loomis, Sayles & Company

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $413 billion in assets under management (as of 30 June 2025) for global clients spanning more than 50 countries.
<br><br>
We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
<br><br>
INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED
<br><br>
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
<br><br>
About the Role
<br>Loomis Sayles has implemented the Charles River Compliance System (“CRD”) to automate its compliance with its clients' guidelines and restrictions. This function plays a critical role in ensuring regulatory compliance and client trust.
<br>The Portfolio Compliance Analyst will be an integral part of the compliance department, primarily responsible for supporting key compliance functions and contributing to ongoing regulatory and operational initiatives.
<br>Job Responsibilities
<br><ul>
<li>Support members of the Compliance Department with various ongoing tasks</li>
<li>Prepare materials to assist with ongoing client investment guideline reviews</li>
<li>Complete or assist in the completion of risk mitigation checklists related to critical operational risk areas for new and existing accounts</li>
<li>Candidates with prior experience in resolving guideline compliance exceptions may be assigned individual account responsibilities</li>
<li>Assist team members with ad hoc projects</li>
<li>Test compliance rules in the automated compliance system</li>
<li>Provide administrative support to members of the compliance team – scheduling meetings, document formatting support, spreadsheet data entry, electronic document filing and maintenance support, etc.</li>
<li>This position requires commuting to the Boston office 3 days a week, from Tuesday to Thursday</li>
</ul>
Qualifications
<br><ul>
<li>Bachelor’s degree</li>
<li>At least 1-3 years of industry related experience, investment guideline experience is a plus</li>
<li>Ability to work independently on a number of tasks and projects simultaneously</li>
<li>Excellent oral and written communications, organizational and time management skills</li>
<li>Strong computer skills are essential, particularly proficiency in Excel (including V-Lookup and handling large datasets)</li>
<li>Experience in working with the Charles River Compliance System (CRD) is a plus</li>
<li>A keen attention to detail is essential</li>
</ul>
EEOC and Diversity Statement
<br><br>
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.
<br><br>
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Portfolio Compliance Analyst

Search 10000+ Portfolio analyst jobs near you this September. New roles added regularly across leading industries. Apply today.

10000 portfolio analyst jobs NEAR_ME

Portfolio Analyst

Portfolio Analyst

Portfolio Analyst

Assistant Manager - Insurance Portfolio Analyst

Principal IT Portfolio Analyst (Financial Management)

IT Project Portfolio Business Analyst

Portfolio Compliance Analyst