portfolio management analyst

Los Angeles Capital Management

<p></p><div><div><b>Analyst, Portfolio Management</b></div><div></div><div><b><br>
About the Firm</b></div><div></div><div><b><i><br>
Firm Mission</i></b></div><div><b><i>
&ldquo;Achieving Client Success through Research and Technology&rdquo;</i></b></div><div></div><div><br>
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.</div><div></div><div><b><br>
Position Overview</b></div><div>
The Portfolio Management Analyst is a motivated, detail-oriented individual with a strong interest in financial markets and investing who is eager to learn how an institutional public equities manager operates. The Analyst will support Portfolio Managers across a range of responsibilities, including portfolio analysis, client reporting, and internal research projects.</div><div></div><div><br>
This position offers meaningful exposure to portfolio management, trading, research, operations, and client engagement, providing an excellent foundation for a long-term career in investment management.</div><div></div><div><b><br>
Key Job Responsibilities</b></div><div></div><ul><li>
Assist in preparing portfolio performance, attribution, and risk analytics for internal and client reporting</li><li>
Support the portfolio rebalance process by analyzing portfolio positioning and security‑level changes</li><li>
Update portfolio statistics and analytical materials used in business development and client communications</li><li>
Help prepare materials for internal investment and portfolio review meetings</li><li>
Participate in testing and quality control of new reporting tools, analytics, and technology systems</li><li>
Take on ad‑hoc analytical tasks and special projects</li></ul><div></div><div><b><br>
Skills and Knowledge Required</b></div><div></div><ul><li>
Bachelor&rsquo;s degree in Economics, Business, STEM or related field</li><li>
1-2 years of related work experience; relevant internships or academic project work are welcome</li><li>
Strong academic record, particularly for candidates without prior investment experience</li><li>
Clear interest in financial markets and public equity investing</li><li>
Comfortable working with financial data</li><li>
Strong written and verbal communication skills</li><li>
Highly organized with strong attention to detail</li><li>
Positive attitude, strong work ethic, and willingness to learn</li><li>
Ability to manage multiple tasks and deadlines in a fast‑paced environment</li><li>
Team‑oriented mindset and openness to feedback</li></ul><div></div><div><b><i><br>
This is a hybrid position based in Los Angeles, CA which requires weekly attendance.</i></b></div><div></div><div><br>
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.</div><div></div><div><b><i><br>
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></div><div></div><div><i><br>
For more information about the company, please refer to our website at</i><i> </i><i>www.lacapm.com</i><i>.</i></div><div></div><div><b><br>
Personnel/Applicant Privacy Notice</b></div><div>
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.</div></div><div></div>

Portfolio Management Analyst

Wells Fargo

<div><p><b>Title</b><b>:</b> Senior Technology Portfolio Management Analyst</p><p><b>
Location</b><b>: </b>Charlotte, NC</p><p><b>
Duration</b><b>:</b> 12 months</p><p><b>
﻿Work Engagement:</b> W2</p><p><b>
Benefits on offer for this contract position</b>: Health Insurance, Life insurance, 401K and Voluntary Benefits</p><p></p><p><b>
Summary:</b></p><p>
In this contingent resource assignment, you may: Consult on or participate in moderately complex initiatives and deliverables within Technology Business Services Consulting and contribute to large-scale planning related to Technology Business Services Consulting deliverables. Review and analyze moderately complex Technology Business Services Consulting challenges that require an in-depth evaluation of variable factors. Contribute to the resolution of moderately complex issues and consult with others to meet Technology Business Services Consulting deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements. Collaborate with client personnel in Technology Business Services Consulting.</p><p></p><p>
The Senior Technology Portfolio Management Analyst independently executes core Technology Portfolio Management activities and serves as the primary back-up to a Lead Technology Portfolio Manager. This role is accountable for managing defined portfolio components, ensuring data integrity, supporting governance routines, delivering accurate financial and capacity insights, and coordinating Move the Line (MTL) activities. The role operates with limited supervision, applies seasoned judgment to resolve moderately complex issues, and escalates risks and decisions that exceed defined authority.</p><p></p><div><b>
Key Responsibilities:</b><br>
Portfolio Execution &amp; Governance Support<br>
<ul><li>Independently execute assigned portfolio management activities including intake, prioritization workflows, and governance routines.</li><li>Serve as operational back-up to the Lead TPM for defined portfolio areas.</li><li>Monitor alignment to RTB/CTB classification and governance standards; escalate exceptions as needed.</li></ul>
Financial &amp; Capacity Management<br>
<ul><li>Own forecasting, tracking, and variance analysis for assigned portfolios or programs.</li><li>Partner with Finance and Business Services Leaders to validate headcount, budget, and spend.</li><li>Coordinate AU and cost center maintenance activities following governance requirements.</li></ul>
Data Management, Reporting &amp; Analytics<br>
<ul><li>Prepare recurring portfolio reports, dashboards, and executive-ready summaries.</li><li>Ensure data accuracy across enterprise systems such as JIRA, ServiceNow, registry/capacity tools, and financial platforms.</li><li>Develop and maintain Power BI dashboards to support decision-making.</li></ul>
Move the Line (MTL) Coordination Responsibilities<br>
<ul><li>Coordinate end-to-end MTL activities across Internal, Tech-for-Tech, and External-to-Tech moves.</li><li>Support MTL intake, planning, and execution by validating rosters, work scope, applications, controls/RAUs, and financial elements.</li><li>Track MTL timelines, approvals, and documentation across engagement, review, execution, and post-move phases.</li><li>Ensure accuracy of registry updates, AU/cost center changes, and system updates tied to MTL activity.</li><li>Escalate risks, issues, and exceptions to the Lead TPM or Business Services leadership.</li></ul>
Tools, Processes &amp; Continuous Improvement<br>
<ul><li>Maintain portfolio and MTL artifacts and documentation in accordance with enterprise standards.</li><li>Identify and implement process improvements within assigned scope.</li></ul>
Stakeholder Partnership &amp; Communication<br>
<ul><li>Engage cross-functional partners including Product, Engineering, Finance, HR, TPCE, BCM, and Business Services.</li><li>Translate portfolio and MTL data into clear insights for senior stakeholders.</li><li>Provide guidance and mentoring to junior analysts.</li></ul></div><p><b><br>
Required Qualifications:</b></p><ul><li><p>
Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.</p></li><li><p>
5+ years of experience in technology portfolio management, business services, program management, or operations.</p></li><li><p>
Experience supporting or coordinating Move to Leader (MTL) or workforce transition activities preferred.</p></li><li><p>
Demonstrated ability to independently manage moderately complex work.</p></li><li><p>
Proficiency in Excel, PowerPoint, SharePoint, and collaboration tools.</p></li><li><p>
Experience with JIRA, ServiceNow, registry/capacity tools, financial systems, and Power BI preferred.</p></li></ul><p></p><p><b>
Preferred Qualifications:</b></p><ul><li><p>
Power BI Dashboarding -Expertise</p></li></ul></div>

Senior Technology Portfolio Management Analyst (contract)

Crédit Agricole CIB

<div>
 <p>
  <strong>
   Team and position
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Credit Agricole is among world top 10 banking groups. Our NY based Leveraged Finance team is directly responsible for origination and execution of LBOs with leading Private Equity Funds in North America, as well as financings for leveraged (non-investment grade) corporates, across loans and HY bonds. In addition, the team is also in charge of event driven financings (M&amp;A and IPO related) for Investment Grade clients, and of leveraged / structured financing transactions in the TMT sector, including the current wave of infrastructure flavored deals (towercos, data centers, fibercos, GPU Financings) with Infrastructure Funds, across North America and Latam. It is referred to internally as the &ldquo;LATFG&rdquo; team (Leveraged, Acquisition &amp; TMT Finance).
 </p>
 <p>
  <br/>
 </p>
 <p>
  Building on its recent successes, the team is expanding to support its strong growth ambitions. In order to address the increasing volumes of credit and reporting management work generated by our expanding loan portfolio, we are setting up a portfolio management (PFM) team.
 </p>
 <p>
  We are opening a Portfolio Management analyst position. The analyst will report to the Director in charge of Portfolio Management, with regular interaction with the origination part of LATFG team.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <p>
  1) Credit monitoring of our loan portfolio:
 </p>
 <p>
  Contribute to the ongoing credit monitoring work for part of the leveraged finance and TMT loan portfolio (current volume of about 70 deals): write up of annual reviews, credit papers in relation to
 </p>
 <p>
  waivers and amendments, quarterly write ups for loans under watch. In close coordination with
 </p>
 <p>
  respective deal/client teams.
 </p>
 <ul>
  <li>
   Proactively flag to LATFG manager and Portfolio Management Director and respective LATFG
  </li>
 </ul>
 <p>
  client teams any early warning signals of credit deterioration, concerns, or ideas for commercial
 </p>
 <p>
  opportunities
 </p>
 <ul>
  <li>
   Ensure timely propagation of internal rating decisions within the internal IT systems.
  </li>
 </ul>
 <p>
  Occasionally represent the team in the various credit committees (NY credit committee, CLF credit committee, CRC) and monitoring committees (Quarterly committees for underperforming loans or
 </p>
 <p>
  loans under watch &ldquo;SARs&rdquo; and &ldquo;SACs&rdquo;), underperforming or under watch loans
 </p>
 <ul>
  <li>
   Coordinate with CLF Losa team to monitor evolution of the portfolio (increases or reductions via amortization, prepayments, secondary trades etc)
  </li>
  <li>
   Coordinate with CLF Losa and respective deal/client teams to ensure authorizations recorded in internal systems are accurate and up to date.
  </li>
  <li>
   Maintain close coordination on all of the above tasks with respective LATFG client teams. Interact with clients whenever necessary to clarify credit related questions, in coordination with the LATFG
  </li>
 </ul>
 <p>
  client team.
 </p>
 <ul>
  <li>
   Review quarterly or annual information provided by client, connect to lender or investor calls
  </li>
 </ul>
 <p>
  organized by clients and relay summaries of meaningful information to LATFG team manager and
 </p>
 <p>
  respective LATFG client team.
 </p>
 <ul>
  <li>
   Depending on deal flow, there will also be occasional opportunities to get involved in live, new
  </li>
 </ul>
 <p>
  deals as part of the origination deal team.
 </p>
 <p>
  <br/>
 </p>
 <p>
  2) Contribute to Internal and Regulatory Reporting:
 </p>
 <ul>
  <li>
   Collect data and under PFM Director, assist with the regular requests for reporting from our
  </li>
 </ul>
 <p>
  internal stakeholders (HO business line, COO teams, RPC): monthly anomaly reports, monthly
 </p>
 <p>
  LevFin excel pipeline, quarterly portfolio review files, &ldquo;deals world&rdquo; database for LBOs, etc
 </p>
 <ul>
  <li>
   Contribute to recurring, ad hoc, and annual audits (NY annual and quarterly CUSO Loan Review, ad hoc NY portfolio reviews, Internal Audit &ldquo;Inspection Generale&rdquo;, add hoc CUSO reviews)
  </li>
  <li>
   Assist team manager and respective deal teams in ensuring that the CLF pipeline tool (&ldquo;Diamond&rdquo;) is up to date.
  </li>
  <li>
   Contribute to occasional ad hoc information requests when and as required
  </li>
  <li>
   Assist LATFG manager with periodic estimate of landing vs budget and other planning tasks
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Candidate background / experience
  </strong>
 </p>
 <ul>
  <li>
   Ideally 1-2 year experience in either a leveraged finance environment (portfolio management or origination and execution), or a credit risk / credit underwriting and monitoring function.
  </li>
  <li>
   Relevant academic background (BA/BS degree with economics/finance major coursework, ideally Master's degree &ndash; Msc Finance or MBA).
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Skills
  </strong>
 </p>
 <ul>
  <li>
   Strong quantitative and qualitative analytical skills
  </li>
  <li>
   Prior experience in financial analysis, cash flow modeling experience will be a plus
  </li>
  <li>
   Reliability, attention to detail and quality outputs,
  </li>
  <li>
   Good organizational skills: ability to keep track of deadlines, to organize its own work
  </li>
  <li>
   Good communication and interpersonal skills (ability to communicate seamlessly with LATFG deal teams, and capacity to interact convincingly and forcefully with internal partners, in particular with RPC &amp; senior representatives from Bus Line or coverage)
  </li>
  <li>
   MS Office suite proficiency
  </li>
  <li>
   Fluency in a second language (in particular French, Portuguese, Spanish) is a strong positive.
  </li>
 </ul>
</div>


Leveraged, Acquisition & TMT Finance Americas – Portfolio Management - Analyst

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Asset &amp; Wealth Management, Fixed Income &ndash; Municipal Client Portfolio Management
  <br/>
  <br/>
 </strong>
 <strong>
  Role Overview
 </strong>
 As an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be an instrumental force in crafting compelling narratives and essential materials that bring our fixed income strategies to life. Collaborating closely with portfolio managers, traders, and senior CPMs, you will contribute significantly to the development of insightful market perspectives and impactful marketing content. This role is an exciting opportunity for a highly organized, detail-oriented team player with strong analytical skills and a genuine passion for financial markets. You'll thrive in a fast-paced, dynamic environment, mastering new concepts quickly, and playing a vital role in an established, high-growth business by ensuring our investment story resonates through exceptional content.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Content Creation &amp; Storytelling: Play a pivotal role in developing and executing compelling marketing materials, including pitchbooks, presentations, commentaries, and website content. Craft engaging thematic content that effectively communicates our investment expertise and differentiates our Fixed Income strategies.
  </li>
  <li>
   Market Research &amp; Insights Support: Conduct in-depth research on fixed income markets, economic indicators, and competitor strategies to support the team's understanding of the competitive landscape and market trends. Assist in gathering data and insights that inform portfolio positioning and investment strategy.
  </li>
  <li>
   Material Enhancement &amp; Design: Collaborate with senior CPMs and design teams to ensure all internal and external-facing materials are visually appealing, accurate, and consistent with brand guidelines. Focus on refining presentations and documents to maximize impact and clarity.
  </li>
  <li>
   Internal Communication Support: Support the creation of internal educational materials and updates for sales teams and other stakeholders, helping them understand our focused products and investment strategies.
  </li>
  <li>
   Data Analysis &amp; Reporting: Assist in collecting, analyzing, and presenting performance data and market trends for various fixed income strategies, contributing to regular reports and ad-hoc requests.
  </li>
  <li>
   Collaboration on Strategic Projects: Work alongside portfolio managers, strategists, and senior CPMs on various team-related projects, contributing to product development support, platform enhancements, and process optimization initiatives.
  </li>
  <li>
   Subject Matter Learning: Develop a strong foundational understanding of GSAM's Fixed Income Solutions investment strategies, actively learning from senior team members to build expertise.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   0 to 2 years of experience in the financial services industry, with a strong interest in fixed income.
  </li>
  <li>
   Foundational understanding of financial markets; eagerness to develop in-depth knowledge of fixed income.
  </li>
  <li>
   Strong written communication skills, with a keen eye for detail and the ability to articulate complex ideas clearly and concisely in written form.
  </li>
  <li>
   Proficiency in PowerPoint, with a demonstrated ability to create clear, professional, and visually engaging presentations.
  </li>
  <li>
   Proficiency in Microsoft Excel for data analysis and reporting.
  </li>
  <li>
   Highly self-motivated, organized, and detail-oriented, capable of managing multiple tasks and prioritizing effectively in a dynamic environment.
  </li>
  <li>
   Strong analytical and problem-solving aptitude, with a desire to learn and apply new concepts.
  </li>
  <li>
   A genuine passion for financial markets and a proactive approach to continuous learning.
  </li>
  <li>
   FINRA Series 7 and 63 licenses (or willingness to obtain within a specified timeframe).
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $85000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>


Asset & Wealth Management, Fixed Income – Municipal Client Portfolio Management, Analyst - New York

Mizuho Bank

<div></div><div><div><div><div><div><div>locations</div><div>
New York, NY (1271 AOA/6th Ave)</div></div></div></div><div></div><div><div><div><div><div>
time type</div><div>
Full time</div></div></div></div><div></div><div><div><div><div>
posted on</div><div>
Posted 2 Days Ago</div></div></div></div><div></div><div><div><div><div>
job requisition id</div><div>
R6844</div></div></div></div></div></div><div><div><div>
Mizuho&rsquo;s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho&rsquo;s client base of leading international corporations, financial institutions and public sector entities in the US and Canada.</div><div></div><div>
Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.</div><div></div><div>
Job Summary:</div><div>
Investment &amp; Corporate Banking Portfolio Management is directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured &amp; syndicated finance, and other global products and services for existing and prospective clients. Staff are expected to assist in understanding the implications, identifying key industry and product trends and provide input on pitch and deal material to enhance the ultimate deliverable.</div><div></div><div>
The Portfolio Management team is assigned to a variety of projects and are given a broad range of responsibilities, some of which include:</div><ul><li>
Conduct extensive quantitative economic, industry and company research and analysis</li><li>
Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&amp;A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing</li><li>
Evaluate risk/return parameters of financing transactions</li><li>
Financial modeling, valuation, comparable &amp; relative value analyses and market-specific analysis</li><li>
Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities</li><li>
Draft client pitches and marketing materials including M&amp;A, syndicated bank financing, public/private debt &amp; equity capital markets, and other internal documentation by coordinating internal and external resources</li><li>
Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution</li><li>
Assist in the development and continued cultivation of client relationships.</li></ul><div></div><div>
Qualifications:</div><ul><li>
Knowledge of corporate finance, securities, financial markets and risk &amp; pricing analysis</li><li>
Minimum 1 year of experience in Portfolio Management or related field.</li><li>
Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions</li><li>
Ability to manage multiple projects simultaneously</li><li>
Ability to work under pressure and adhere to tight deadlines</li><li>
Strong written and oral communication skills and ability to convey ideas</li><li>
Creativity and intellectual curiosity</li><li>
Ability to work independently and must be able to work effectively in a team environment</li><li>
Spanish language skills a plus.</li></ul><div></div><div>
The expected base salary ranges from $80K - $125k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.</div><div></div><div>
#LI-Onsite</div><div>
Greenhill &amp; Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.</div></div></div></div>
<br><div><p>About Us</p><p></p><div><div><div><div><div>
Why Mizuho</div><div>
Mizuho is in growth mode as we are climbing the league tables, disrupting the status quo, and attracting top talent. Positions are available across our corporate functions, and on our corporate and investment banking, capital markets, advisory, research, sales &amp; trading, derivatives, and financing teams.</div><div></div><div>
We are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions.</div><div></div><div>
If you are interested in advancing your career working for a firm with a growth mindset and the resources of a global financial services team, we would like to hear from you.</div></div></div></div></div></div><div></div>

Investment & Corporate Banking - Latin America Finance - Portfolio Management, Analyst/Associate

The Hartford

<div>Portfolio Analyst - BA08CE<p>
We&rsquo;re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals &ndash; and to help others accomplish theirs, too. Join our team as we help shape the future.<br>
</p><p></p><p>Job Description</p><p>
Are you passionate about connecting strategy to execution and driving measurable business value? Join our dynamic Small Business IT Portfolio team as a Portfolio Analyst, where you&rsquo;ll combine expertise in technology, finance, and agile delivery to optimize portfolio performance. In this role, you will enable strategic alignment, ensure financial accountability, and foster a culture of continuous improvement through Lean Portfolio Management principles. You&rsquo;ll partner with leaders to prioritize investments, monitor key metrics, and support workforce planning&mdash;helping the organization deliver on its most critical initiatives with transparency and efficiency.</p><p>
Key Responsibilities</p><ul><li><p><b>
Strategic Alignment &amp; IT Execution:</b> Support alignment of portfolio initiatives with organizational strategy and business objectives, ensuring IT execution delivers measurable outcomes.</p></li><li><p><b>
Financial &amp; Investment Management:</b> Plan and monitor portfolio budgets, manage investment funding, and provide transparent financial reporting to enable informed decision-making.</p></li><li><p><b>
Agile Transformation &amp; Metrics:</b> Facilitate adoption of agile practices across the portfolio; track and interpret key metrics (e.g., backlog health, lead time, throughput) to measure progress and value delivery.</p></li><li><p><b>
Lean Portfolio Governance:</b> Assist in implementing lean governance principles to prioritize work, manage risk, and optimize resource allocation for maximum business impact.</p></li><li><p><b>
Workforce Strategy Optimization:</b> Contribute to workforce planning and analysis, ensuring the right skills and capacity are available to support strategic initiatives.</p></li><li><p><b>
Portfolio Operations:</b> Oversee day-to-day portfolio operations, including planning, monitoring, and coordination, to maintain delivery cadence and operational excellence.</p></li><li><p><b>
Vendor &amp; Compliance Management:</b> Support vendor contract oversight, invoice reconciliation, and ensure compliance with audit and regulatory requirements.</p></li><li><p><b>
Reporting &amp; Continuous Improvement:</b> Prepare portfolio health reviews, scorecards, and MOR materials; champion a culture of innovation and continuous improvement.</p></li><li><p><b>
Tool Integration &amp; Data Management:</b> Play an integral role in Agile reporting tools integration (e.g., Clarity, Rally) and maintain accurate data for portfolio insights.</p></li></ul><p>
Qualifications</p><ul><li><p>
1&ndash;3 years of IT portfolio management experience</p></li><li><p>
Familiarity with software development processes, including iterative and incremental methodologies.</p></li><li><p>
Proven experience managing financials and understanding IT financial management practices.</p></li><li><p>
Solid understanding of Agile and Scaled Agile frameworks</p></li><li><p>
Intermediate to advanced experience with MS Excel.</p></li><li><p>
Strong ability to influence and build effective partnerships across teams.</p></li><li><p>
Excellent communication skills&mdash;written, verbal, and presentation.</p></li><li><p>
Hands-on experience with Agile methodologies such as Scrum and Kanban.</p></li><li><p>
1 year of industry experience preferred.</p></li></ul><p>
This role will have a Hybrid work schedule, with the expectation of working in an office (Columbus, OH, Chicago, IL, Hartford, CT or Charlotte, NC) 3 days a week (Tuesday through Thursday).</p><p>
Candidates must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position.</p><p></p><p><b><br>
Compensation</b></p><p>
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford&rsquo;s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:</p>
$79,200 - $118,800<p>
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age</p></div>

IT Portfolio Analyst

State Street

<div><div>Transition Management Analyst, Assistant Vice President</div><div></div><div>
Who we are looking for</div><div>
We are seeking candidates with 3+ years of experience to join our Transition Management (TM) team in Riyadh, Saudi Arabia. In this role, you&rsquo;ll work within State Street Investment Management&rsquo;s global TM business, delivering transition and interim exposure management solutions to institutional investors worldwide. You&rsquo;ll support and manage complex transitions across multiple asset classes, including equities, fixed income, FX, and exchange‑traded derivatives, serving clients domiciled in the Kingdom of Saudi Arabia while contributing to the firm&rsquo;s broader global transition management platform, including interim exposure management and reporting and analytics.</div><div>
This role can be performed in a hybrid model, requiring at least 4 days of work in the office.</div><div></div><div>
Why this role is important to us</div><div>
State Street Investment Management (SSIM) is a global asset manager partnering with some of the world&rsquo;s most sophisticated investors. Backed by State Street&rsquo;s scale and stability, SSIM offers employees the opportunity to work on complex, high‑impact investment solutions in a collaborative, forward‑looking environment&mdash;where expertise, partnership, and long‑term thinking truly matter</div><div>
This role will enable local delivery of our industry-leading TM service to clients domiciled in the KSA, and enhance our global coverage model by adding TM analysts in the Middle East. Expanding our global presence aligns with our continued commitment to providing the highest level of service to our clients.</div><div></div><div>
What you will be responsible for</div><div>
As a Transition Management Analyst, you will:</div><ul><li><div>
Gain an in-depth understanding of the transition life cycle including pre-trade, implementation, and post-trade aspects.</div></li><li><div>
Support KSA-domiciled clients and our global transition desk with pre- and post-trade analysis and execution reporting; planning and project management including communication across parties (clients, custodians, record-keepers, investment managers and consultants); portfolio management and order generation; collaboration with trading desk on trade strategy and instructions; and monitoring of daily middle office support functions (trade communications, reconciliations, corporate actions).</div></li><li><div>
Conduct trade reconciliation between internal systems for accuracy and completeness prior to sending to middle office and custodians to ensure timely settlement of trades.</div></li><li><div>
Develop expertise in multi-asset agency trading, exposure management, and hedging strategies. Represent transition and interim exposure management products as a subject matter expert.</div></li><li><div>
Become an expert on benchmarking and measurement of our transition and trade execution performance through Transaction Cost Analysis (TCA)</div></li><li><div>
Support sales and business development initiatives and contribute to thought leadership on transition, exposure management and trading topics</div></li><li><div>
Contribute to projects to evolve and industrialize our suite of trading, hedging and exposure analysis tools &ndash; including ongoing enhancement of pre- and post-trade analytics and interim exposure management platform &ndash; working with our Exposure Solutions team, reporting and analytics specialists, and external vendors</div></li></ul><div></div><div>
What we value</div><div>
The following skills will help you succeed in this role:</div><ul><li><div>
Portfolio management, trading and/or operational experience, preferably across multiple asset classes</div></li><li><div>
Familiarity with Charles River Development, Axioma, or other portfolio and order management systems / tools</div></li><li><div>
Technical proficiency, with experience using Bloomberg and other market-data sources for analytical purposes</div></li><li><div>
Strong verbal, written and interpersonal communication skills; ability to clearly articulate complex topics and navigate projects with clients and internal stakeholders</div></li><li><div>
Ability to work and problem solve independently under tight deadlines in a fast-paced environment, all while maintaining a critical focus on details</div></li><li><div>
Strong project management and organizational skills; pro-active in seeking out the next project to help the team</div></li></ul><div></div><div>
Education &amp; Preferred Qualifications</div><ul><li><div>
3+ years of experience in a portfolio management, trading, consulting, analytical or operational role</div></li></ul><div></div><div>
Additional requirements</div><ul><li><div>
CMA registration required</div></li><li><div>
Willingness to travel up to 10% of the time</div></li><li><div>
Bachelor&rsquo;s degree in engineering, mathematics, economics, finance or similar</div></li><li><div>
MBA, graduate degree in a quantitative discipline, or progress toward CFA designation preferred</div></li><li><div>
Experience with TCA, AI, programming languages, modeling in Excel / VBA and Python, data visualization software, and database infrastructures a plus</div></li></ul><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div></div>

Transition Exposure and Currency Management

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