senior portfolio analyst

Geode Capital Management

<div><div>Geode Capital Management, LLC is seeking an experienced <b>Senior Portfolio Analyst</b> with a technology focus on the Performance &amp; Analytics Team. This role will assist with the architecture, development, and optimization of data-driven solutions in support of the various analytical efforts that help measure how efficiently our portfolios track their benchmarks. Reporting to the Manager, Portfolio Analytics, this role will partner with Portfolio Analysts, Quantitative Analysts and technology teams to design, implement and enhance technological solutions towards delivering advanced analytics and interactive dashboards. This effort will advance the team&rsquo;s role towards Geode&rsquo;s overall Investment and Risk management.</div>
<div>This is a hybrid work environment opportunity located in Boston, MA with a weekly in-office schedule of Tuesdays, Wednesdays and Thursdays and remote work availability on Mondays and Fridays.</div>
<div></div><div><b>Responsibilities:</b></div>
<ul><li>Lead modernization of research and portfolio analytics data, establishing scalable, history‑aware foundations and data products supporting quantitative research, back testing, performance analysis across the platform.</li>
<li>Own data quality and readiness of our analytical tools end‑to‑end, defining standards for accuracy, lineage, versioning, performance to ensure outputs remain high quality and decision‑ready for IM stakeholders.</li>
<li>Drive analytics and quantitative solutions to deliver prescriptive insights, predictive root‑cause analysis, translating outputs into real‑world context, partnering closely with Portfolio Analytics, Data, Technology to modernize workflows, scale adoption across the business.</li>
<li>Own improvement of the team&rsquo;s Python codebase by building shared libraries, increasing Snowflake adoption; optimizing performance, plus buildout of Tableau dashboards.</li>
<li>Serve as a liaison to technology to ensure tools, processes, and practices align with firmwide requirements, best‑practice standards.</li>
<li>Build and maintain interactive dashboards, visualizations using Python, SQL, Tableau to deliver clarity, accuracy, and actionable insights.</li>
<li>Lead data‑infrastructure modernization initiatives, drive automation, implement best practices in governance, security.</li>
<li>Mentor junior analysts, foster a culture of innovation, technical excellence, and continuous learning.</li>
<li>Partner with technology and business teams to ensure alignment, clear communication, and effective prioritization of analytics initiatives.</li>
<li>Promote standardization, scalability, consistency, and reliability across analytics solutions enterprise‑wide.</li>
</ul><div><b>Skills You Bring:</b></div>
<ul><li>6+ years of experience in data analytics, data engineering, or a related technology-focused role within the equity asset management industry</li>
<li>Advanced proficiency in Python, SQL and Tableau/PowerBI</li>
<li>Demonstrated hands-on experience with cloud data platforms (Snowflake, AWS, Azure, or GCP)</li>
<li>Expertise in building and optimizing large-scale data models, working with structured and unstructured data</li>
<li>Strong background in data visualization and BI tools (Tableau, Power BI, or similar), with a portfolio of impactful dashboards and analytics solutions</li>
<li>Experience with statistical analysis is a plus</li>
<li>Understanding the Investment Management process/life cycle is a plus</li>
<li>Excellent problem-solving skills, with the ability to translate ambiguous business questions into clear technical solutions</li>
<li>Strong organizational and project management skills, with a track record of delivering high-quality analytics under tight deadlines</li>
<li>Effective communicator, able to explain complex technical concepts to both technical and non-technical audiences</li>
<li>Passion for technology innovation, intellectual curiosity, and a collaborative, team-oriented mindset</li>
</ul><div><b>Company Overview:</b></div>
<div>Founded in 2001, Geode is headquartered in Boston&rsquo;s financial district, the center of one of the world&rsquo;s most vibrant finance and technology hubs and employs approximately 200 employees.</div>
<div></div><div>Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1.5 trillion. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.</div>
<div></div><div>Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.</div>
<div></div><div>Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid parental leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, commuter subsidy, charitable donation matching, family care assistance including a backup care benefit, adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.</div>
<div></div><div>Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers.</div></div><div></div>

Senior Portfolio Analyst

Community Bankshares

<div><p><b>About Phoenix Lender Services</b></p><p><br>
Phoenix Lender Services: Empowering Growth, Simplifying Servicing, and Delivering Value.</p><p></p><p><br>
At Phoenix Lender Services, we are dedicated to helping lenders unlock their full potential. Our specialized team, experts in USDA and SBA government-guaranteed lending, navigates the complex application process from start to finish, eliminating the need for lenders to invest in additional overhead. By streamlining this intricate process, we allow both traditional and non-traditional lenders to concentrate on their core objectives without building dedicated departments for loan requests.</p><p>
Together, we pave the way for success, fostering innovation and efficiency in the lending industry.</p><p></p><p><br>
Based in Georgia and serving clients nationwide, Phoenix Lender Services offers a comprehensive suite of solutions, including access to capital, loan underwriting, loan servicing, portfolio management, compliance reviews, and risk analysis. Our seasoned professionals combine extensive industry expertise with cutting-edge technology to provide tailored strategies that align with each client&rsquo;s unique goals.</p><p></p><p><b><br>
Phoenix Lender Services:</b> Your partner in fueling growth, revolutionizing lending, and creating sustainable value.</p><p><b><br>
Position Summary:</b></p><p></p><p><br>
The AVP &ndash; Senior Portfolio Analyst is primarily responsible for providing assistance and support for closed SBA 7a, SBA SLA, SBA Express, SBA 504 and SBA PPP loans. This position is also responsible for managing all aspects of the SBA portfolio including working closely with clients to optimize opportunities, ensure compliance with SBA and government policies, and monitor risk. The AVP Senior Portfolio Analyst will assist the SVP - Special Assets in handling problem SBA loans.</p><p></p><p><b><br>
Job Duties/Responsibilities:</b></p><br>
<p></p><ul><li>
Maintain existing SBA portfolio by monitoring tickler items, required financials, etc. to ensure compliance with government policies.</li><li>
Process servicing actions in accordance with the SBA Servicing and Liquidation procedures.</li><li>
Respond to all client inquiries and requests regarding releases, subordinations, and substitutions of collateral, and loan payoff demand requests.</li><li>
Maintain up to date knowledge of bank policies, with advanced knowledge of SBA loan policies and procedures, as well as some knowledge of underwriting, processing and servicing of SBA loans.</li><li>
Complete Post Closed SBA file reviews on new SBA loans.</li><li>
Acquire, execute and/or complete any necessary documentation required for a clean file to ensure readiness for internal and external audits.</li><li>
Perform annual reviews in accordance with SBA and internal credit guidelines.</li><li>
Review and monitor documents for collection efforts as needed for insurance and real estate taxes and payoff and collateral releases.</li><li>
Assist in managing past due and maturing loans by monitoring portfolio for delinquencies.</li><li>
Prepare deferment requests to be approved by their manager. Document them in the borrowers&rsquo; loan folder.</li><li>
Understand and adhere to the organization&rsquo;s SBA Loan Policy and the SBA SOP compliance rules and regulations.</li><li>
Ensure deficiencies are accurately resolved and documentation is received within established deadlines and escalate all unresolved issues to management, where appropriate.</li><li>
Work closely with the Portfolio Manager in providing reporting to the organization&rsquo;s Senior Management as needed.</li><li>
Complete all assigned mandatory and regulatory training within required time frames.</li><li>
Assists SVP &ndash; Special assists with problem SBA loans.</li><li>
Maintain a work area which ensures the safety and confidentiality of all customer records and transactions.</li><li>
Understand and comply with Bank Secrecy Act and Anti-Money Laundering Policies and Procedures.</li><li>
Confidently embody Community Bank &amp; Trust &ndash; West Georgia&rsquo;s Mission, Vision and Values.</li><li>
Represent Community Bank &amp; Trust &ndash; West Georgia in the community and at community events.</li><li>
Perform all other duties as assigned.</li></ul><p></p><p><b><br>
Required Skills/Abilities:</b></p><ul><li>
Working knowledge of PCFS &ndash; Loan Manager.</li><li>
Strong organizational skills, high level of accuracy and attention to detail.</li><li>
Excellent time management and multi-tasking skills and ability to set goals, meet deadlines, prioritize work and handle interruptions while maintaining focus on results and quality.</li><li>
Excellent written and oral communication skills, including the ability to read and interpret written information, recall written and oral instructions provided by others, edit documents for accuracy, grammar and spelling, write clearly and informatively and communicate information with clarity, tact and diplomacy.</li><li>
Ability to establish and maintain effective working relationships with co-workers, customers and vendors. Ability to work effectively both independently and as part of the team.</li><li>
Proficiency in using Microsoft Office Suite and banking/loan software programs and platforms.</li></ul><p></p><p><br>
 <b>Education and Experience:</b></p><ul><li>
An undergraduate degree in business, accounting, or finance, or a related field or an equivalent combination of training and experience.</li><li>
Minimum of 3 years of experience in commercial/SBA lending.</li><li>
Minimum of 2 years SBA Loan Servicing Assistance.</li></ul><p></p><p><b><br>
Physical Demands and Work Environment:</b></p><p>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.</p><p>
While performing the duties of this position, the employee is regularly required to communicate. The noise level in the work environment is usually moderate. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Onsite work environments are climate controlled.</p><p>
_______________________________________________________________</p><p><b>
Note:</b></p><p><i>
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law</i>.</p><p><i>
This job description</i><i> is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the employee. They may change, or new ones may be assigned at any time with or without notice. </i><i>Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an &ldquo;at-will&rdquo; relationship.</i></p></div>

AVP - Senior Portfolio Analyst

T. Rowe Price

<div><div><div>At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.</div></div><div></div><div><div>
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You&rsquo;ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you&rsquo;ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.</div></div><div></div><div><div>
Join us for the opportunity to grow and make a difference in ways that matter to you.</div></div><div></div><div>
Role Summary</div><div>
The Senior Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group. The PIA works directly alongside portfolio managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the investment process and perform ad-hoc analysis related to the strategies.</div><div></div><div>
Responsibilities</div><ul><li>
Portfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management.</li><li>
Work with internal systems designed for portfolio management and trade modeling</li><li>
Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions</li><li>
Monitor portfolio analytics and generate and run accurate orders through the trade cycle</li><li>
Determine accurate interest rate and currency hedging information, and other related daily portfolio functions.</li></ul><div></div><div>
Qualifications</div><div>
Required:</div><ul><li>
Bachelor's degree in Business, Finance, Economics, or Math or the equivalent combination of education and relevant experience</li><li>
3+ years T. Rowe Price or related experience</li><li>
Prior experience with Equity OR Fixed Income Portfolios</li><li>
Savvy use of technology in combination with a data driven mindset</li><li>
Strong analytical skills and the ability to solve problems</li><li>
Ability to quickly process information, draw relevant conclusions, and clearly summarize results.</li><li>
Ability to determine priorities, plan, organize and follow-through on assignments</li><li>
Effective written and verbal communication and organizational skills</li><li>
Project management experience</li></ul><div></div><div>
Preferred:</div><ul><li>
Progress towards an MBA, MS in Finance, or CFA designation</li><li>
Strong preference for candidates with fixed income experience.</li><li>
Knowledge of derivatives and multiple asset classes</li></ul><div></div><div>
FINRA Requirements</div><div>
FINRA licenses are not required and will not be supported for this role.</div><div></div><div>
Work Flexibility</div><div>
This role is eligible for hybrid work, with up to one day per week from home.</div><div></div><div>
Base Salary Ranges</div><div>
Please review the job posting for the location of this specific opportunity.</div><div></div>
$90,000.00-$105,000.00 for the location of: Maryland, Colorado, Washington and remote workers<br>
$90,000.00-$105,000.00 for the location of: Washington, D.C.<br>
$90,000.00-$105,000.00 for the location of: New York, California<div></div><div>
Placement within the range provided above is based on the individual&rsquo;s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.</div><div></div><div>
Commitment to Diversity, Equity, and Inclusion</div><div>
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.</div><div></div><div>
Benefits</div><div><div><div>
We value your goals and needs, at work and in life. As an associate, you&rsquo;ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.</div></div><div></div><div><div><br>
Featured employee benefits to enrich your life:</div></div><div><ul><li><div>
Competitive compensation</div></li></ul></div><div><ul><li><div>
Annual bonus eligibility</div></li></ul></div><div><ul><li><div>
A generous retirement plan</div></li></ul></div><div><ul><li><div>
Hybrid work schedule</div></li></ul></div></div><div><div><ul><li><div>
Health and wellness benefits, including online therapy</div></li></ul></div><div><ul><li><div>
Paid time off for vacation, illness, medical appointments, and volunteering days</div></li></ul></div><div><ul><li><div>
Family care resources, including fertility and adoption benefits</div></li></ul></div><div></div><div><div><div><br>
Learn more about our benefits.</div></div></div></div><div></div><div>
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.</div></div>

Senior Portfolio Investment Analyst – Fixed Income

<div><div><div>At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.</div></div><div></div><div><div>
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You&rsquo;ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you&rsquo;ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.</div></div><div></div><div><div>
Join us for the opportunity to grow and make a difference in ways that matter to you.</div></div><div></div><div>
Role Summary</div><div>
The Senior Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group and partners closely with Portfolio Managers, and traders to support the growing ETF business and the day-to-day management of Multi-Asset funds. The team supports cross-asset portfolio modeling with a specialization in derivatives and builds tools that expand capabilities for new client and regulatory mandates while introducing controls that reduce risk and strengthen the operating environment. The Senior PIA is expected to bring sound judgment, strong cross-functional partnership, and a continuous-improvement mindset to a complex and fast-moving investment platform.</div><div></div><div>
Responsibilities</div><ul><li>
Independently oversee strategy coverage and day-to-day portfolio implementation, escalating issues thoughtfully and driving resolution with a strong risk and control mindset.</li><li>
Collaborate with Portfolio Managers and traders to determine implementation processes for new strategies.</li><li>
Continue to evaluate and refine modeling capabilities to adapt to changing needs and ensure future state scalability.</li><li>
Coordinate with Capital Markets teams to support new ETF launches and the ongoing management of funds, including modeling, rebalancing, monitoring, and publishing proxy basket composition.</li><li>
Serve as a subject matter expert on portfolio modeling and implementation, providing guidance on complex issues and helping stakeholders navigate sophisticated workflows.</li><li>
Build and enhance modeling tools that expand the team's ability to support new client requirements and evolving regulatory mandates.</li><li>
Design and strengthen controls that improve process discipline, promote best practices, and reduce operational and investment risk.</li><li>
Support derivatives modeling across asset classes and contribute to the continued evolution of the team's cross-asset capabilities.</li><li>
Establish and maintain a strong understanding of each Portfolio Manager's investment process and translate that understanding into efficient portfolio implementation.</li><li>
Collaborate with PIAs across the Baltimore, London, and Hong Kong trading desks to share information, align on best practices, and drive consistency across regions.</li><li>
Partner with Compliance and Legal to interpret investment requirements, resolve guideline questions, and determine the best approach for monitoring compliance.</li></ul><div></div><div>
Qualifications</div><div>
Required:</div><ul><li>
Bachelor's degree in Business, Finance, Economics, Math, or a related field, or the equivalent combination of education and relevant experience</li><li>
3+ years of T. Rowe Price or relevant industry experience</li><li>
Prior experience supporting equity, ETF, or cross-asset portfolios</li><li>
Strong analytical and problem-solving skills, with the ability to assess issues quickly and develop practical solutions</li><li>
Demonstrated ability to process information efficiently, draw sound conclusions, and communicate recommendations clearly</li><li>
Data-driven mindset with strong technology aptitude</li><li>
Ability to prioritize, plan, organize, and execute effectively across multiple responsibilities</li><li>
Effective written and verbal communication skills, along with strong organizational discipline</li><li>
Project management experience</li></ul><div></div><div>
Preferred:</div><ul><li>
Progress toward an MBA, MS in Finance, or CFA designation</li><li>
Direct experience with equity portfolios and ETFs</li><li>
Experience supporting ETF launches, fund implementation, or Capital Markets-related workflows</li><li>
Knowledge of derivatives and portfolio modeling across multiple asset classes</li><li>
Experience developing or enhancing modeling tools, controls, or process automation</li></ul><div></div><div>
FINRA Requirements</div><div>
FINRA licenses are not required and will not be supported for this role.</div><div></div><div>
Work Flexibility</div><div>
This role is eligible for hybrid work, with up to one day per week from home.</div><div></div><div>
Base Salary Ranges</div><div>
Please review the job posting for the location of this specific opportunity.</div><div></div>
$90,000.00-$105,000.00 for the location of: Maryland, Colorado, Washington and remote workers<br>
$90,000.00-$105,000.00 for the location of: Washington, D.C.<br>
$90,000.00-$105,000.00 for the location of: New York, California<div></div><div>
Placement within the range provided above is based on the individual&rsquo;s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.</div><div></div><div>
Commitment to Diversity, Equity, and Inclusion</div><div>
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.</div><div></div><div>
Benefits</div><div><div><div>
We value your goals and needs, at work and in life. As an associate, you&rsquo;ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.</div></div><div></div><div><div><br>
Featured employee benefits to enrich your life:</div></div><div><ul><li><div>
Competitive compensation</div></li></ul></div><div><ul><li><div>
Annual bonus eligibility</div></li></ul></div><div><ul><li><div>
A generous retirement plan</div></li></ul></div><div><ul><li><div>
Hybrid work schedule</div></li></ul></div></div><div><div><ul><li><div>
Health and wellness benefits, including online therapy</div></li></ul></div><div><ul><li><div>
Paid time off for vacation, illness, medical appointments, and volunteering days</div></li></ul></div><div><ul><li><div>
Family care resources, including fertility and adoption benefits</div></li></ul></div><div></div><div><div><div><br>
Learn more about our benefits.</div></div></div></div><div></div><div>
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.</div></div>

Senior Portfolio Investment Analyst – Multi-Asset/ETFs

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)

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

Selby Jennings

<div>
 <p>
  <strong>
   Portfolio Analyst (Core Bond) on Premier Investment Team (Los Angeles)
  </strong>
 </p>
 <p>
  A leading corporate credit investment team is seeking a Portfolio Analyst. This opportunity offers the chance to work directly with a highly regarded Portfolio Manager, a flexible investment mandate, and significant upside potential.
 </p>
 <p>
  The ideal candidate has an entrepreneurial mindset, a genuine interest in investing, and excellent communication skills.
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Support the portfolio management team with a focus on ongoing portfolio oversight, including cash management, duration positioning, sector allocation, yield objectives, and thematic implementation aligned with firm and team perspectives.
  </li>
  <li>
   Take an active role in executing trades and conducting compliance reviews for new issues, secondary market transactions, and daily inflows/outflows.
  </li>
  <li>
   Partner closely with research analysts to identify, evaluate, and track credit opportunities, and work with traders to facilitate the execution of investment ideas.
  </li>
  <li>
   Oversee performance attribution and deliver detailed analyses to internal and external stakeholders, highlighting key drivers of relative performance across Core Bond strategies.
  </li>
  <li>
   Build, enhance, and maintain analytical models and monitoring tools that strengthen the portfolio management process.
  </li>
 </ul>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Demonstrates initiative, accountability, meticulous attention to detail, and a consistently positive, self-driven mindset.
  </li>
  <li>
   Approaches investing with curiosity and brings strong critical‑thinking and problem‑solving capabilities.
  </li>
  <li>
   Possesses robust analytical and quantitative abilities, including advanced proficiency in Python and SQL; experience with data visualization platforms such as Tableau is an added advantage.
  </li>
  <li>
   Highly organized and proactive, with the ability to evaluate existing processes and identify opportunities for improvement.
  </li>
  <li>
   Communicates effectively and thrives in a collaborative environment, maintaining a committed, "roll‑up‑your‑sleeves" attitude.
  </li>
  <li>
   Ideally brings three to seven years of relevant, hands-on experience.
  </li>
 </ul>
</div>


Portfolio Analyst (Core Bond Team)

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