project portfolio analyst

Dimension Energy

<div>
 
 
 Project Finance Analyst
 
 
 
 
 Reports: Director of Project Finance
 
 
 
 
 Location
 
 : New York, NY on site
 
 
 
 Salary
 
 : $110,000 to $120,000
 
 
 
 Bonus:
 
 Eligible
 
 
 
 
 
 
 Company Overview
 
 
 
 
 
 
 Dimension Energy is a leading community solar developer, owner, and operator in the United States. Since its founding in 2018, Dimension has
 
 developed more than 1 gigawatt (GW) of community solar projects
 
 , serving tens of thousands of customers nationwide. The company currently has
 
 approximately 3.5 GW under development across 14 markets
 
 , positioning Dimension as one of the largest and fastest‑growing community solar platforms in the country. Dimension expects to have
 
 over 550 MW of operating community solar assets by the end of 2026
 
 , representing
 
 approximately $1.1 billion in invested capital
 
 , and plans to invest
 
 $3 billion over the next five years
 
 to continue scaling its national portfolio.
 
 
 
 
 
 Backed by leading infrastructure and financial partners, Dimension builds, owns, and operates community solar projects that deliver clean energy, local jobs, tax revenue, and guaranteed utility bill savings. The company is headquartered in Atlanta, Georgia, with employees across multiple U.S. offices, and is driven by a mission to make clean energy work for everyone.
 
 
 
 
 
 
 Summary of Functions
 
 
 
 
 
 
 The
 
 Project Finance Analyst,
 
 reporting to the Director of Project Finance, will be responsible for financial modeling, supporting the Company&rsquo;s debt and tax equity transactions, and supporting ongoing capital calls as well as portfolio management.
 
 
 
 
 
 
 Essential Duties and Responsibilities
 
 
 
 
 
 <ul>
 <li>
 Manage and maintain tax equity and debt models required for the company&rsquo;s ongoing capital raising efforts
 </li>
 <li>
 Collaborate with Dimension&rsquo;s development team, engineers, and accounting professionals to develop appropriate assumptions for project finance models
 </li>
 <li>
 Assist in due diligence processes for tax equity, construction, and term loan capital raises
 </li>
 <li>
 Create and maintain investment memos, lender presentations, and project summaries for Dimension&rsquo;s portfolios
 </li>
 <li>
 Develop and maintain project finance related intelligence (tax equity terms, property and sales tax information, local subsidies, RECs, etc.)
 </li>
 <li>
 Support the Asset Management team with ongoing operating reports and draw requests
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Qualifications
 
 
 
 
 
 
 We are looking for experienced and motivated individuals who want to be part of a fast-paced and fluid company poised for growth in one of the country&rsquo;s most rapidly changing industries. This role requires forward-thinking, innovative approaches and comfort with complexity and uncertainty. We are looking for individuals eager to move quickly with us.
 
 
 
 
 <ul>
 <li>
 Desire to work in a growing company in the renewable energy field
 </li>
 <li>
 Bachelor's degree in finance, economics, or related field
 </li>
 <li>
 At least 1-2 years of experience in finance, banking, or power industry
 </li>
 <li>
 Demonstrated ability to work with complex financial models in Excel
 </li>
 <li>
 Experience with tax equity and/or term debt transactions in renewables sector preferred
 </li>
 <li>
 Exceptional analytical and quantitative problem-solving skills
 </li>
 <li>
 Excellent verbal and written communication skills
 </li>
 <li>
 Possesses self-starter qualities with the ability to work independently
 </li>
 <li>
 Ability to work collaboratively in a team and prioritize several concurrent tasks in a fast-paced environment
 </li>
 </ul>
 
 
 
 
 
 Physical Demands
 
 
 
 
 
 
 Though Dimension believes in long term work/life balance, we also believe in short term imbalances. Long hours will be needed from time to time as dictated by deal flow and project deadlines.
 
 
 
 
 
 
 Location
 
 
 
 
 
 
 New York, NY, with a hybrid work schedule for 4 days in our NY office Monday to Thursday and Friday remote work from home.
 
 
 
 
 
 
 BENEFITS
 
 
 
 We offer competitive compensation and a generous benefits package, including participation in a 401(k) plan with company match, participation in an employer-sponsored health plan, and unlimited PTO.
 
 
 
 
 
 
 Statement on Diversity, Equity, and Inclusion
 
 
 
 Dimension Energy is proud to develop Community Solar projects to expand the accessibility of solar benefits to historically underserved and underrepresented communities in the clean energy transition. Our projects provide access to those who cannot host solar themselves due to geographic, economic, socioeconomic or other limiting factors.
 
 
 We believe that echoing the values of Community Solar will help us build a more diverse, equitable, and inclusive culture within our company. We challenge ourselves to adopt and encourage more inclusive practices and understand that in diversity lies strength.
 
 
 Dimension is an Equal Opportunity Employer that celebrates diversity and believes every employee deserves to feel happy, valued, and included at work. We recognize that our employees are the core of our business, and we are dedicated to a continuous effort to enhance diversity within our company.
 
 
 Dimension does not tolerate discrimination against employees or applicants on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. Dimension is committed to living these values every day, and we are dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. Dimension is committed to working with partners who hold these same standards.
 
</div>

Project Finance Analyst

Crédit Agricole CIB

<div>
 
 
 Team and position
 
 
 
 
 
 
 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).
 
 
 
 
 
 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.
 
 
 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.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 1) Credit monitoring of our loan portfolio:
 
 
 Contribute to the ongoing credit monitoring work for part of the leveraged finance and TMT loan portfolio (current volume of about 75 deals): write up of annual reviews, credit papers in relation to
 
 
 waivers and amendments, quarterly write ups for distressed loans. In close coordination with
 
 
 respective deal/client teams.
 
 <ul>
 <li>
 Proactively flag to client teams any early warning signals of credit deterioration, concerns, or ideas for commercial opportunities
 </li>
 <li>
 Ensure timely propagation of internal risk rating decisions within the internal IT systems.
 </li>
 <li>
 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 loans under watchlist &ldquo;SARs&rdquo; and &ldquo;SACs&rdquo;), underperforming or under watch loans
 </li>
 <li>
 Coordinate with CLF Loan Operations team to monitor evolution of the portfolio (increases or reductions via amortization, prepayments, secondary trades etc)
 </li>
 <li>
 Coordinate with CLF Loan Operations 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 client team.
 </li>
 <li>
 Review quarterly or annual information provided by client, connect to lender or investor calls organized by clients and relay summaries of meaningful information to LATFG team manager and respective LATFG client team.
 </li>
 <li>
 Depending on deal flow, there will also be occasional opportunities to get involved in live, new deals as part of the origination deal team.
 </li>
 </ul>
 
 
 
 
 2) Contribute to Internal and Regulatory Reporting:
 
 <ul>
 <li>
 Collect data and under PFM Director, assist with the regular requests for reporting from our
 </li>
 </ul>
 
 internal stakeholders (HO business line, COO teams, RPC): monthly anomaly reports, monthly
 
 
 LevFin excel pipeline, quarterly portfolio review files, &ldquo;deals world&rdquo; database for LBOs, etc
 
 <ul>
 <li>
 Contribute to recurring, ad hoc, and annual audits (NY annual and quarterly Compliance 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>
 
 
 
 
 
 Candidate background / experience
 
 
 <ul>
 <li>
 Ideally 1-2 years experience in either a leveraged finance environment (portfolio management, credit analyst 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>
 
 
 
 
 
 Skills
 
 
 <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 various front office deal teams, and capacity to interact convincingly and forcefully with internal partners, in particular with risk &amp; senior representatives from business line or coverage)
 </li>
 <li>
 MS Office suite proficiency
 </li>
 <li>
 Fluency in a second language (in particular French, Portuguese, Spanish) is a plus.
 </li>
 </ul>
 
 
</div>

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

Cerberus Capital Management

<div>
 
 
 About Cerberus:
 
 
 
 
 
 
 Founded in 1992, Cerberus is a global leader in alternative investing with approximately $70 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. For more information about our people and platforms, visit us at www.cerberus.com.
 
 
 
 
 
 
 Job Purpose:
 
 
 
 
 
 
 Cerberus Real Estate Capital Management is seeking an Analyst to join its North American Real Estate team in New York, NY. This is an exciting opportunity for a highly motivated, detail-oriented individual to join a dynamic team with a primary focus on opportunistic real estate transactions.
 
 
 
 
 
 As an Analyst, you will assist with asset management of the existing portfolio, fundraising &amp; investor management, and other internal reporting requirements. You will support the business through the creation and management of asset management materials, investor requests, and maintaining internal reports.
 
 
 
 
 
 The role requires good industry expertise and real estate knowledge, excellent attention to detail and strong communication skills. The successful candidate will work closely with multiple business areas, external parties, and other stakeholders to assist managing the portfolio.
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 
 
 Real Estate Asset Management / Acquisitions
 
 
 <ul>
 <li>
 Support ongoing asset management activities across a diversified portfolio of direct real estate investments spanning multiple asset types and geographies
 </li>
 <li>
 Assist in monitoring asset-level performance, including financial analysis, variance reporting, operating budget reviews, and leasing updates
 </li>
 <li>
 Coordinate with property managers, operating partners, and third-party advisors to ensure execution of business plans
 </li>
 <li>
 Prepare and maintain investment tracking materials, including hold/sell analyses, capital expenditure reviews, and disposition strategy updates
 </li>
 </ul>
 
 
 
 
 
 Fundraising &amp; Investor Management
 
 
 <ul>
 <li>
 Support LP communications, including investor updates and ad hoc investor inquiries
 </li>
 <li>
 Assist in the preparation of materials for existing and prospective limited partners, including DDQs, pitchbooks, and fund marketing materials
 </li>
 <li>
 Coordinate with the Investor Relations and Capital Formation teams to support ongoing fundraising initiatives for Cerberus Real Estate funds
 </li>
 </ul>
 
 
 
 
 
 Internal Reporting
 
 
 <ul>
 <li>
 Prepare and maintain internal investment committee materials and asset management reports
 </li>
 <li>
 Assist in the production of quarterly and annual portfolio-level reporting for senior management and fund stakeholders
 </li>
 <li>
 Maintain internal databases and tracking systems related to investment activity, asset performance, and fund metrics
 </li>
 </ul>
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 Bachelor's degree from an accredited institution, with a preference for Finance, Economics, Real Estate or a related field
 </li>
 <li>
 Up to 2 years of relevant experience in real estate private equity, private funds investor relations, investment banking, asset management, capital markets or a related field
 </li>
 <li>
 Preference for real estate industry experience and familiarity with fund structures
 </li>
 <li>
 Highly proficient in Microsoft Excel and PowerPoint, Argus is a plus; proficiency with AI tools and emerging technology to drive efficiency and enhance deliverables such as CoPilot, Claude or Chat GPT
 </li>
 <li>
 Proven ability to conduct rigorous quantitative and qualitative analysis; strong attention to detail
 </li>
 <li>
 Excellent written and verbal communication skills; ability to synthesize complex information into clear, concise materials
 </li>
 <li>
 Collaborative, proactive, and able to manage multiple priorities in a fast-paced environment. Ability to develop relationships and build credibility with different stakeholders across the firm
 </li>
 <li>
 Strong Work Ethic: Self-starter with a willingness to learn and apply knowledge
 </li>
 <li>
 Genuine interest in real estate markets, private equity, and capital markets
 </li>
 </ul>
 
 
 
 
 
 
 
 The base salary for this position is expected to be between $85,000.00 and $100,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate&rsquo;s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus, which is often a meaningful portion of the compensation package, and a robust benefits package.
 
</div>

Real Estate Investment & Portfolio Analyst

Morgan Stanley

<div>
 
 About Morgan Stanley
 
 
 
 Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
 
 
 
 About Parametric
 
 
 
 Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
 
 
 This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
 
 
 
 About The Team
 
 
 
 The Portfolio Management Analyst is a junior, development-track role designed primarily to expand our client-facing service capacity, while also supporting the strategic projects that scale our servicing model through increased efficiency, standardization, and repeatability.
 
 
 This position will sit on the Fixed Income portfolio management team and will initially be anchored in core execution-inbox and request triage, data preparation, client reporting, and presentation support-to protect service quality as the business scales and to provide reliable backup coverage for senior team members. Over time, the Analyst will build the investment fluency and relationship management skillset required to meaningfully support high-value advisor teams, contribute to proactive advisor engagement, and strengthen long-term bench depth for the organization, while partnering on technology and workflow enhancements (e.g., Tableau dashboards, automation, and process improvements) that modernize how we deliver outcomes.
 
 
 
 Primary Responsibilities
 
 
 
 
 Investment Team Support
 
 
 
 <ul>
 <li>
 Serve as a front-line resource for fixed income product, strategy, and account-specific inquiries from advisors, clients, and internal partners; escalate to Portfolio Managers as appropriate.
 </li>
 <li>
 Support (and over time, increasingly lead) advisor and client interactions, including market updates, portfolio positioning discussions, and ongoing relationship touchpoints.
 </li>
 <li>
 Coordinate and support platform due diligence and review meetings (quarterly/annual), including preparation of materials, data requests and ongoing support.
 </li>
 <li>
 Help manage one-off advisor/team needs by tracking open items, coordinating responses, and ensuring timely follow-through across stakeholders.
 </li>
 <li>
 Help maintain a working view of current macro conditions and develop timely talking points for advisor messaging; assist with competitor positioning requests and coordination with the sales desk as needed.
 </li>
 <li>
 Help manage shared team workflows including group inbox coverage, triage/prioritization of inbound requests, SLA discipline, and escalation protocols.
 </li>
 <li>
 Act as a day-to-day liaison between the portfolio management team and internal partners (sales, client service, platform teams), ensuring feedback loops and process updates are communicated effectively.
 </li>
 <li>
 Collaborate with portfolio managers and team members on projects aimed at improving efficiency and strengthening the client service model.
 
 
 </li>
 </ul>
 
 Marketing Support
 
 
 
 <ul>
 <li>
 Own the maintenance of standard quarterly presentation templates and support the build of bespoke advisor/client materials.
 </li>
 <li>
 Act as a liaison with the marketing team to ensure ongoing maintenance of existing materials and coordination/support for new content and updates.
 </li>
 <li>
 Gather, validate, analyze, and package data for client-facing reporting, presentations, and sales collateral (performance, attribution drivers, exposures, trades, and market context).
 </li>
 <li>
 Produce &ldquo;ready-to-send&rdquo; materials that reflect a high-quality client experience, including clear narratives, consistent formatting, and tight turnaround execution.
 </li>
 <li>
 Help support thought leadership in partnership with Portfolio Managers (e.g., market commentary, short-form insights, and advisor-facing content).
 
 
 </li>
 </ul>
 
 Process Improvement Support
 
 
 
 <ul>
 <li>
 Build and maintain Tableau dashboards to enhance reporting, advisor engagement, and delivery of market/portfolio insights.
 </li>
 <li>
 Contribute to workflow automation and data projects as prioritized by investment team as needed.
 </li>
 <li>
 Partner with investment team members to identify efficiency opportunities and help drive adoption of tools that modernize client deliverables and team operating model.
 
 
 </li>
 </ul>
 
 Job Requirements
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, Business, or related field (advanced degree or CFA progress a plus).
 </li>
 <li>
 0&ndash;3 years of experience in asset management, trading, or financial services; exposure to fixed income or municipal markets preferred.
 </li>
 <li>
 Excellent written and verbal communication skills, with the ability to simplify complex concepts for clients and internal partners.
 </li>
 <li>
 Desire to work in client facing capacity- often requiring direct engagement with clients and internal partners.
 </li>
 <li>
 Highly organized with strong time management; capable of balancing multiple projects in a fast-paced environment.
 </li>
 <li>
 Strong analytical and quantitative skills; proficiency in Excel and PowerPoint required.
 </li>
 <li>
 Data skills (Tableau, SQL, VBA, or Python) a plus, especially for integrating fixed income datasets into client- and PM-facing dashboards is preferred
 
 
 </li>
 </ul>
 Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
 
 
 
 What You Can Expect From Morgan Stanley
 
 
 
 At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 
 
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 
 
 Expected base pay rates for the role will be between $70,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 
 
 Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
 
 
 Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
 
 
 For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
</div>

Portfolio Management Analyst - Parametric

Principal Financial Group

<div>What You'll Do:
<div>
The Senior Portfolio Analyst role within Principal Asset Allocation&rsquo;s (PAA) Portfolio Management team ($250 billion in assets) is responsible for the day-to-day research and implementation of open-architecture, multi-manager equity strategies. This role supports core-satellite strategies in portfolio construction and management decisions across six active equity strategies through quantitative research and analysis of approximately $20 billion in AUM.</div> 
What You&rsquo;ll Do<ul><li>
Lead research efforts focused on developing, enhancing, and maintaining systematic indicators to inform portfolio management decisions, including active-passive allocations, manager allocations, and portfolio construction across core-satellite portfolios</li><li>
Enhance active-passive implementation frameworks to determine the optimal use of active managers, passive exposures, and blended structures based on market conditions, macro trends, and asset class dynamics</li><li>
Design and maintain systematic risk mitigation signals, including mean reversion and stop-loss frameworks, to guide tactical positioning</li><li>
Build, maintain, and enhance quantitative models and analytical frameworks used for portfolio optimization, signal generation, scenario analysis, and performance attribution</li><li>
Monitor portfolio risk exposures, including sector, regional, factor, style, and macroeconomic risks, ensuring alignment with investment objectives and risk tolerances</li><li>
Conduct research on market structure, behavioral finance, factor dynamics, and systematic investment strategies to support portfolio outcomes</li><li>
Support portfolio management decision-making through analysis that informs portfolio allocation recommendations</li></ul>
Who You Are:
<ul><li>Bachelor's degree with an emphasis in finance, economics, accounting, or another technical field</li><li>
8+ years related experience that includes quantitative research, risk management, risk analysis</li><li>
Experience working with equities or equity portfolios, including exposure to portfolio construction, manager selection, or equity market analysis</li><li>
Strong understanding of portfolio construction, asset allocation, manager selection and risk management</li><li>
Programming experience (Python, R, C++, SQL)</li><li>
Experience with performance or risk-based platforms such as Factset, Barra, Bloomberg, Morningstar</li></ul><div> 
Skills That Will Help You Stand Out</div><ul><li>
Advanced training in mathematics, statistics, computer science, or another highly quantitative field</li><li>
Demonstrates strong analytical and problem-solving skills with the ability to synthesize large datasets into actionable insights and recommendations</li><li>
Experience applying artificial intelligence or machine learning techniques to portfolio construction, investment research, or signal development</li><li>
Excellent ability to communicate advanced concepts in a concise and logical manner</li><li>
Strong attention to detail, organizational skills, and the ability to manage multiple tasks and requests from various stakeholders in a timely and efficient manner</li></ul>
Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $157000 - $213000 / year Salary Details:
<div>
The base salary range for this role is $157,000 - $213,000 as indicated above. Final compensation will be determined based on skills, experience, and alignment with the role&rsquo;s responsibilities.</div><div></div><div> 
In addition to base pay, this role participates in an annual profit share bonus plan.</div>
Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don&rsquo;t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible: No Additional Information:
<h2 class="jobSectionHeader">Location(s)</h2><div>
We&rsquo;re open to considering remote and hybrid talent. Locations for hybrid talent include New York City, Raleigh, Des Moines or Seattle.</div><h2 class="jobSectionHeader">
Work Authorization/Sponsorship
</h2><div>At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.</div><h2 class="jobSectionHeader">
Nonimmigrant Workers and Green Card for Employment-Based Immigrants</h2><h2 class="jobSectionHeader">
Investment Code of Ethics
</h2><div>For Principal Asset Management positions, you&rsquo;ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.</div><h2 class="jobSectionHeader">
Experience Principal
</h2><div>At Principal, we value connecting on both a personal and professional level. Together, we&rsquo;re imagining a more purpose-led future for financial services &ndash; and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.</div><h2 class="jobSectionHeader">
Principal is an Equal Opportunity Employer
</h2><div>All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.</div>
 Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 6/3/2026 Latest Post Date: Careers - US: 6/3/2026</div>

Senior Portfolio Analyst, Asset Allocation

EdgeConneX

<div><div>Led by an experienced management team and supported by a strong investor group, including large and experienced institutions and strategic partners, EdgeConneX offers a dynamic, fast-paced work environment where we are bringing flexibility, proximity, power, and connectivity to some of the world's key businesses. With major offices in Herndon, Denver, and Amsterdam, we have a global footprint and a unified team of employees committed to providing a premier customer experience and delivering the full spectrum of data center solutions, from core to edge, like no other data center provider can do.

Focused on driving innovation and helping our customers define and deliver their own unique vision for the Edge, at any scale, in any market worldwide, for any requirement, we are building tomorrow's data center infrastructure, today for some of the world's most demanding Network, Content, and Cloud customers.</div>
Title: Program Coordinator / Portfolio Analyst

Position Summary

The Program Coordinator serves as the operational backbone of the CIO's Product and Program Management Office (PPMO). This role owns the mechanics of the IT governance process &mdash; intake management, tracker maintenance, report production, automation workflows, and data hygiene &mdash; so that the strategic PPMO staff (Program Managers, Product Managers, Technical Project Managers) can focus on facilitation, stakeholder management, and cross-team coordination.

This is a remote role within the US but EST work hours are required.

Reports To

PPMO Delivery Lead

Key Responsibilities

Intake &amp; Triage Operations
<ul>
<li>Own the intake queue: receive, log, and route all new work requests through the single intake channel (Coda/JIRA)</li>
<li>Work with team leads to ensure PPMO tools and processes are being utilized.</li>
</ul>
Reporting &amp; Communication
<ul>
<li>Build and maintain dashboard views in Coda/JIRA for leadership consumption</li>
<li>Compile capacity utilization snapshots and impact summaries from team-reported data</li>
</ul>
Automation &amp; Tooling
<ul>
<li>Build and maintain automation workflows to reduce manual PPMO overhead through tooling</li>
<li>Leverage AI tools (Claude, ChatGPT) for drafting summaries, meeting minutes, requirements, report templates etc.</li>
</ul>
Scrum Master &amp; Agile Facilitation
<ul>
<li>Facilitate sprint ceremonies for PPMO-aligned delivery teams: sprint planning, daily stand-ups, sprint reviews, and retrospectives</li>
<li>Manage and maintain Jira boards: configure sprints, maintain backlogs, track velocity, and enforce Definition of Done standards</li>
<li>Produce sprint metrics and burn-down/burn-up reporting for leadership; surface delivery risk early and recommend corrective actions</li>
</ul>
Required Qualifications
<ul>
<li>2&ndash;4 years of experience in project coordination, PMO support, or business analysis</li>
<li>Experience in an IT or technology organization</li>
<li>Proficiency with Microsoft Office</li>
<li>Proficiency with Jira for backlog management, sprint tracking, and agile workflow administration (required)</li>
<li>Strong data organization and visualization skills &mdash; can build clean dashboards</li>
<li>Demonstrated ability to manage multiple concurrent processes with attention to detail and deadlines</li>
</ul>
Preferred Qualifications
<ul>
<li>Active Scrum Master experience &mdash; comfortable facilitating ceremonies, managing backlogs, and coaching agile practices on a delivery team</li>
<li>Experience with automation tools (Zapier, Power Automate, UiPath)</li>
<li>Exposure to AI-assisted productivity tools (Claude, ChatGPT, Gemini)</li>
<li>Scaled Agile certification strongly preferred: SAFe Scrum Master (SSM), or SAFe Agilist (SA); CSM or PSM accepted in lieu</li>
<li>Experience with Coda as a documentation and workflow platform (preferred); ability to build Coda docs, automations, and dashboards is a strong differentiator</li>
<li>PMI-CAPM, Lean Six Sigma Green Belt, or equivalent certification (valued but not required)</li>
</ul>
Key Competencies
<ul>
<li>Process discipline without rigidity &mdash; maintains the system without becoming a bureaucratic gatekeeper</li>
<li>Comfortable with ambiguity &mdash; the governance framework is new; this role helps shape it through practice</li>
<li>Proactive communication &mdash; doesn't wait for problems to surface; flags them early</li>
<li>Tool-savvy &mdash; learns new platforms quickly and automates repetitive work by instinct</li>
<li>Low ego, high reliability &mdash; this role succeeds by making everyone else's work easier, not by owning outcomes directly</li></ul><div> 
EdgeConneX believes inclusion &ndash; of thought, backgrounds and experiences &ndash; affects all that we do, from our employees to the solutions we deliver. Our goal is to create an environment where embracing differences helps deepen the lives and work experience of our employees, enhances our innovation and creativity, and enriches our involvement in our communities. EdgeConneX is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin or ancestry, physical or mental disability, as well as any other category protected by applicable federal, state, or local laws.

EdgeConneX offers a competitive benefits package.

For more information on how we process your data, visit our Data Privacy Policy here.</div></div>

Program Coordinator / Portfolio Analyst

Fairfield

<div><h1 class="jobSectionHeader">About Fairfield
</h1><div><div><div><div><div><div><div><div><div>If you're driven and looking for a collaborative workplace that makes a difference, you just might be a fit for Fairfield! We are a leader in the multifamily housing industry and we're passionate about creating exceptional apartment living. As we continue to grow, we're dedicated to investing in our people. Our culture is built on trust, support, and the drive to do great work. Whether you're launching your career or bringing years of experience, you'll find opportunities to make an impact, develop your skills, and be part of something bigger. Come build your future with us!
<h1 class="jobSectionHeader">About the Role
</h1>The Financial Analyst &ndash; Portfolio Management plays a key role in forecasting, valuation, market analysis, and reporting for Fairfield&rsquo;s funds and joint ventures. You&rsquo;ll partner closely with portfolio managers, asset managers, and executives to help ensure our investment strategies are well-informed, data-driven, and aligned with performance expectations.
This position is based at our corporate office in San Diego, CA, with in-office attendance required Monday-Thursday and remote work on Friday. With this hybrid setup, applicants must be within commuting distance of our corporate office in the Sorrento Valley area of San Diego, CA.
<h1 class="jobSectionHeader">What You'll Do
</h1>Below is a snapshot of what this role is all about. While there is more to it, this is the core focus.
Portfolio Monitoring &amp; Forecasting
<ul><li>Support monitoring of asset performance and variances
</li><li>Assist with forecasting against budget and proforma
</li><li>Help identify performance trends and market patterns
</li></ul>Financial Modeling &amp; Analysis
<ul><li>Build complex models, valuations, and projections
</li><li>Prepare sensitivity analyses and financial summaries
</li><li>Conduct market and performance ranking research
</li></ul>Reporting &amp; Presentations
<ul><li>Contribute to internal and investor reporting packages
</li><li>Develop presentation materials for senior leadership
</li><li>Assist with special reports and analysis as needed
</li></ul>Cross-functional Collaboration
<ul><li>Work with portfolio and asset managers to inform business plans
</li><li>Coordinate with multiple teams to support decision-making
</li><li>Assist with special projects requiring financial insight
</li></ul><h1 class="jobSectionHeader">Why You'll Love Fairfield
</h1>We're all about creating communities that people are proud to call home. Being a part of Fairfield means more than a rewarding career with personal growth. It's a partnership, working alongside colleagues in an open-dialogue environment that encourages growth and the sharing of ideas. We know that our associates are a key ingredient to our success, and we're proud to reflect that in our culture.
<ul><li>Driven by Vision : We are a vertically integrated operator and investment manager in the multifamily sector with in-house development, construction, acquisition, and property and asset management services. As we continue to grow, we want you to grow with us.
</li><li>Career Growth &amp; Learning : Fairfield values new ideas at every level. We offer training, coaching, and mentoring to help associates develop their careers and inspire them to create change for the better.
</li><li>Culture of Collaboration : Enjoy a professional, supportive environment where we work together to drive meaningful impact.
</li><li>A Company that Cares : We are proud to offer robust benefit packages with a focus on both quality of care and affordability. We offer competitive compensation plans, 401(k) matching, and paid time off, including sick days and volunteer time off (VTO) to support causes that matter to you.
</li></ul><h1 class="jobSectionHeader">What We're Looking For
</h1><ul><li>Bachelor&rsquo;s degree from an accredited university required, with a preferred major focus in finance, accounting, or real estate
</li><li>MBA is a plus, but not required
</li><li>1+ years of work experience in commercial real estate, financial analysis, accounting, or related fields is strongly preferred; relevant internship experience may be applied toward this requirement
</li><li>Advanced knowledge of Microsoft Excel is required (knowledge of macros is a plus), as well as working knowledge of Microsoft Word and PowerPoint
</li><li>Financial modeling experience is preferred
</li><li>Complete understanding of basic financial concepts such as IRRs, NPVs, time value of money, etc.
</li><li>Desire to learn and grow professionally in the commercial real estate industry Outstanding organizational skills and ability to work under pressure to meet multiple deadlines
</li><li>Strong written, verbal, and interpersonal communication skills
</li><li>Experience with Argus and Business Intelligence Software a plus
</li></ul><h1 class="jobSectionHeader">Join Our Team!
</h1>Ready to make an impact? Apply today!
</div></div></div></div></div></div></div></div></div>#LI-RYAN
Estimated Rate of Pay:
$71,250.00 - $76,500.00
This position is exempt; the range above reflects annual salary.
The pay range displayed for this position is determined by skills and experience required, location and job complexity*. Potential job offers may vary based on the skills, education, and experience an individual candidate holds. This range reflects base rate only, and does not include allowances, perks, commissions or bonuses applicable to this position (if any). In addition to base salary, Fairfield offers all full time associates the following, upon meeting eligibility requirements:
<ul><li>Paid time off, paid holidays and sick days, paid time off for volunteering activities (optional)
</li><li>Matched 401(k)
</li><li>Medical, dental &amp; vision insurance
</li><li>Flexible spending account
</li><li>Life insurance
</li></ul>* Pay range is a calculation based on a midpoint price. Fairfield complies with all wage and hour laws, including minimum wage and salary exempt requirements.
Job duties for this position include: work safely and cooperatively with others, including supervisors; adhere to performance standards despite stressful conditions; communicate effectively and respectfully to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations. Pursuant to the Los Angeles, San Francisco, and San Diego County Fair Chance Ordinances, the California Fair Chance Act, and any other applicable law, we will consider for employment qualified applicants with arrest and conviction records.</div>

Financial Analyst - Portfolio Management

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