Portfolio Analyst Jobs

Portfolio Analyst - Underwriting

An opportunity has arisen for a Portfolio Analyst to join a growing underwriting...

Location

United Kingdom , London

Salary:

Not provided

Eames Consulting

Expiration Date

Until further notice

Requirements

Strong analytical capability and confidence working with data
Clear and confident communication skills
Collaborative mindset, with experience working effectively across teams
Strong Excel ability and familiarity with wider Microsoft tools
Comfortable working independently while contributing to a high-performing team

Job Responsibility

Producing meaningful MI and analytical outputs to support portfolio reviews
Using data to generate fresh insights and recommendations
Assisting with the delivery of strategic initiatives and change activity
Acting as a point of contact for internal stakeholders and representing the portfolio function where needed
Contributing to key meetings such as quarterly reviews and pricing/portfolio discussions
Helping coach junior colleagues and encouraging consistent ways of working across teams

Financial Analyst, Portfolio Management

As the Portfolio Management Financial Analyst, you will support the team in prov...

Location

United States , New York City; Atlanta

Salary:

65000.00 - 75000.00 USD / Year

Industrious

Expiration Date

Until further notice

Requirements

Degree or 1-2 years professional experience in finance or accounting
Proficiency in Excel, with strong financial modeling skills to support budgeting, forecasting, and analysis
Ability to work with ambiguous tasks and drive well-articulated solutions
High emotional intelligence with the ability to thrive in a fast-paced, dynamic environment
Excellent judgment and strong communication skills

Job Responsibility

Maintain and update external revenue reporting files using financial data software
Own production and distribution of landlord-facing monthly revenue reporting for a segment of the 200+ unit portfolio
Act as a primary point of contact for landlord partners, fielding inquiries regarding rent and revenue reporting
work cross-functionally to deliver insights to key stakeholders
Collaborate with the Accounting team to audit and reconcile reporting files, ensuring consistency, accuracy, and best practices
Support with the annual unit-level budgeting process for management agreements
Assist with ad hoc forecasting requests, providing clear analysis and recommendations

What we offer

Annual 10% bonus
Participation in our long-term incentive program
Heavily subsidized healthcare plans
Generous paid time off
Wellness programs
Professional development grants
401k plan

Fulltime

Credit Portfolio Analyst - Investment Risk

The Credit Portfolio Risk Analyst role is within the Wealth Lending Risk Managem...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-3 years of experience in consumer risk analytics and managing regulatory projects from credit risk perspective
Experience in managing data, rule-based automation and managing the end-to-end data life cycle
Knowledge and prior experience in investment products (Bond, Stocks, Funds etc.), trading products, wealth management, systems and key processes would be an added advantage
Ability to apply credit and risk principles toward business goals
Consistently demonstrate clear and concise written and verbal communication
Ability to remain organized in a fast-paced environment, managing multiple projects
Strong self-starter, pro-active and team player
Good attitude, willingness to learn and possessing high integrity
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Lead technology upgrades & enhance automation of existing processes related to MSBF & IPF
Lead the Credit Decision Engine (CDE) project and manage the end-to-end automation of Facility Opening including digitization and setting up of a rule based Straight Through Process
Support system implementation and process enhancements with respect to data across multiple products and retail formats for global & local reporting
Interpret MIS and continuously upgrade on the same through automation
Conduct Mark to market process, issue margin calls to RMs and follow up on timely resolution as a backup
Continuously identify process improvements and efficiencies to support business unit goals through dissecting issues and making recommendations
Establish cross-functional partnerships and networks to support the cross-functional business initiatives
Appropriately assess risk when business decisions are made

What we offer

Extensive on-the-job training and exposure to senior leaders
Traditional learning opportunities
Opportunity to give back and make a positive impact through volunteerism
Resources to meet unique needs
Empowerment to make healthy decisions
Support for managing financial well-being and planning for future

Fulltime

Credit Portfolio Analyst

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2+ years of experience in credit risk analysis or corporate banking
experience in financial analysis, accounting and valuation
knowledge of accounting and corporate finance, financial modelling, credit and banking products, credit analytics, risk assessment, and transaction execution
consistently demonstrate clear and concise written and verbal communication
proven ability to work with little direction and in a team
demonstrated accountability, self-motivation and business acumen

Job Responsibility

conduct risk assessments and client credit analyses, review financial results and peer analyses and prepare financial projections
escalate credit concerns/updates to senior risk and business managers and propose risk mitigation action
develop recommendations to adjust credit policies by analyzing credit and financial performance and utilizing statistical scoring, segmentation, and regression and simulation techniques
utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, reconciliation, and quality testing
assist with portfolio review preparation and conducting stress tests
build working relationships with various teams across the bank
appropriately assess risk when business decisions are made

Fulltime

Portfolio Performance Analyst

This role is pivotal in leading data validation efforts for client portfolio con...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

A degree (or equivalent experience) in Finance, Mathematics, Statistics, Business or Economics
2+ years’ experience working in a financial services or fintech environment
Sound understanding of financial instruments and portfolio data
Experience with Python is a requirement
Excellent communication, organisation, and time-management skills
Self-motivated, adaptable, and comfortable working in a fast-paced setting
A proactive team player with a strong work ethic and positive approach
Must have and maintain the right to work in the United Kingdom from the first day of employment

Job Responsibility

Lead the end-to-end data validation process for client onboarding and data conversion projects
Facilitate regular client meetings and working sessions throughout the project lifecycle
Investigate and resolve performance discrepancies in portfolio data, providing clear recommendations
Review and document differences in calculation methodologies between systems
Collaborate with cross-functional project teams, keeping all parties aligned and informed on progress
Flag risks or key issues to stakeholders, including senior leadership, in a timely manner
Manage multiple concurrent projects and prioritise effectively to meet deadlines
Identify and help drive process improvements to increase efficiency, accuracy, and automation

What we offer

Reasonable accommodation for individuals with disabilities
Commitment to equal opportunity and diversity
Global flexible workforce model

Fulltime

Portfolio Performance Analyst

A Portfolio Data Consultant (Portfolio Performance Analyst) leads the end-to-end...

Location

United States , Salt Lake City

Salary:

74000.00 - 93000.00 USD / Year

Addepar

Expiration Date

Until further notice

Requirements

B.S in Finance, Mathematics, Statistics, Business or Economics
2+ years experience working in Finance and Technology
Understands financial markets and has experience with financial products and portfolio data
Positive attitude, strong work ethic, proactive and a high contributing teammate
Independent, adaptable, and can thrive in a fast-paced environment
Excellent communication, organizational, and time-management skills

Job Responsibility

Lead the data validation process end-to-end with the client and internal projects teams
Hold recurring training and working sessions with the clients throughout the data validation project until completion
Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix the data issues
Review, compare, and document system calculation methodologies differences
Coordinate across project teams, communicating regular status updates for assigned data projects and while effectively setting expectations
Raise key issues to project team members and senior leadership
Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Identify and drive opportunities to improve current processes, workflows, and tools to increase efficiency and automation

What we offer

bonus
equity
benefits
reasonable accommodation for individuals with disabilities

Fulltime

Credit Portfolio Intermediate Analyst

The Credit Portfolio Intermediate Analyst is an intermediate-level position resp...

Location

India , Mumbai; Haryana

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years of relevant experience
experience in financial analysis, accounting and valuation
consistently demonstrate clear and concise written and verbal communication

Job Responsibility

resolve issues and recommend solutions to moderate problems
integrate specialty area knowledge with an understanding of industry standards and practices and how teams collaborate to accomplish goals of the sub-function/job family
serve as an industry expert and advisor
analyze and approve counter-party credit limits for trading, transactional and financing businesses with funds
develop risk management framework and processes for funds
advise businesses and clients on transaction structures and negotiate credit terms
has the ability to operate with a limited level of direct supervision
can exercise independence of judgement and autonomy
acts as SME to senior stakeholders and/or other team members
appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

well-being
growth
work-life balance

Fulltime

Credit Portfolio Sr Analyst

The Credit Risk Senior Analyst (AVP) is an intermediate-level position responsib...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years relevant experience
Knowledge of consumer risk analytics
Ability to apply credit and risk principles toward business goals
Demonstrated ability to synthesize, prioritize and drive results with a sense of urgency
Proven ability to remain organized in a fast-paced environment, managing multiple projects
Proven interpersonal, organizational and analytic skills
Ability to work under pressure, multi-task and prioritize to meet deadlines
Highly proficient in MS Office – (Excel, Word, PowerPoint)
Proficiency in SAS is preferred

Job Responsibility

Contribute to the quarterly submissions for IFRS9 provisioning process, work with finance stakeholders to ensure timely submission of the provision numbers
Contribute to the quarterly/annually submissions for Stress Testing, regulatory and non-regulatory (CCAR/ICAAP/IWST) submission for loss forecasting
Manage stress test for the entire credit spectrum across multiple products (retail) and prepare risk management presentations for senior management
Analyze model outputs and relate to portfolio and macroeconomic trends
Utilize Statistical Analysis System (SAS) to perform risk, financial and data analyses including profiling, sampling, reconciliation, and quality testing
Participate in developing, testing, and optimizing statistical risk models, ensuring consistency and regulatory compliance for the purpose of loss forecasting and/or IFRS9 provisioning with Model Developers
Perform Model Monitoring, Validations as per Model Risk Management Guideline
Manage IFRS9 provisioning for the entire credit spectrum across multiple products and prepare risk management presentations for senior management
Appropriately assess provision adequacy safeguarding Citigroup and its assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

Extensive on-the-job training
Exposure to senior leaders
Work-life balance initiatives
Opportunity to volunteer and give back
Comprehensive global benefits

Fulltime

Portfolio Analyst

Eames Consulting

Location:
United Kingdom, London

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 08, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Portfolio Analyst

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Location:United Kingdom, London

Category:Insurance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:December 08, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:
United Kingdom, London

Category:
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Contract Type:
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Job Posted:
December 08, 2025