Portfolio analyst Jobs in Charlotte, NC

Last updated: 1 day ago

Portfolio Analyst / Senior Portfolio Analyst

BaringsCharlotte, NC, United States

Full-time

Promoted

SENIOR PORTFOLIO MANAGER

ComericaCharlotte, NC, United States

Full-time

Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional f...Show moreLast updated: 6 days ago

Promoted

IT Data Project / Portfolio Manager

Sumitomo Mitsui Financial Group, Inc.Charlotte, NC, United States

Full-time

SMBC Group is a top-tier global financial group.Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, ...Show moreLast updated: 1 day ago

Senior Advisor - Portfolio Management

FORVISCharlotte, NC, USA

Forvis Mazars is seeking to add a Wealth Management professional to serve an Associate Portfolio Manager in Charlotte, NC. Acquire an understanding of portfolio management philosophy, systems, softw...Show moreLast updated: 30+ days ago

Senior Technical Portfolio Manager

AIGCharlotte, North Carolina, United States

American International Group, Inc.AIG) is a leading global insurance organization.AIG member companies provide a wide range of property casualty insurance in approximately 70 countries and jurisdic...Show moreLast updated: 30+ days ago

Portfolio Analytics & Strategy Analyst Senior

PNC Bank NACharlotte Piedmont Center

$55,000.00–$149,900.00 yearly

Full-time

Provides financial and regulatory reporting and analyses to maintain adequate controls over the financial and regulatory reporting processes. Responsible for running complex business performance, ri...Show moreLast updated: 30+ days ago

Promoted

ServiceNow Consultant - Strategic Portfolio Management (SPM)

Slalom ConsultingCharlotte, NC

$140,000.00–$258,000.00 yearly

Full-time

Slalom Emerge is a team of trailblazers helping ensure we achieve our strategic goals of investing for the future and pursuing innovation as a competitive advantage. We empower our local markets by ...Show moreLast updated: 15 days ago

Analyst, Portfolio Management (Equities)

Dimensional Fund AdvisorsCharlotte

Full-time

The Portfolio Management team is responsible for the implementation of Dimensional’s investment philosophy.Portfolios are structured to target sources of higher expected return that have been ident...Show moreLast updated: 30+ days ago

Promoted

Portfolio Manager

InnovaCharlotte, NC, US

Full-time

Innova Solutions has a client that is immediately hiring for a Portfolio Manager-.Job Type : Contract (W2)- Fulltime.Locations : Charlotte,NC Hybrid : 3 days in the office / 2 days’ work.Show moreLast updated: 12 days ago

Portfolio Brand Ambassador

TEAM EnterprisesCharlotte, NC, Charlotte, NC, US

$80,000.00–$85,000.00 yearly

In short, our purpose at TEAM is to blow people’s minds and steal their hearts with incredible brand experiences.We want you to help us help our brands do amazing, unprecedented, wildly creative th...Show moreLast updated: 30+ days ago

Senior Portfolio Analyst-HYBRID

The HartfordCharlotte, NC

$95,600.00–$143,400.00 yearly

Full-time

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and t...Show moreLast updated: 30+ days ago

Director Product Portfolio Management

HoneywellCharlotte, North Carolina, United States

Portfolio Strategy and Development : .Develop and execute the overall strategy for the company’s product portfolio, encompassing both existing products and new offerings. Conduct market analysis, cust...Show moreLast updated: 30+ days ago

Deposit Pricing and Portfolio Analyst II

TruistCharlotte, NC

Full-time

ESSENTIAL DUTIES AND RESPONSIBILITIES.Following is a summary of the essential functions for this job.Other duties may be performed, both major and minor, which are not mentioned below.Specific acti...Show moreLast updated: 30+ days ago

Promoted

IT Data Project / Portfolio Manager

SMBCCharlotte, NC, United States

Promoted

Portfolio Administrator

Social Capital ResourcesCharlotte, NC, United States

Permanent

Top-Tier Investment Management firm in Charlotte, NC is seeking multiple Portfolio Administrators for permanent positions!. Research and remediate reconciliation discrepancies daily.Requires close a...Show moreLast updated: 20 days ago

Promoted

Credit Review Senior Portfolio Manager

ECLAROCharlotte, North Carolina, US

Credit Review Senior Portfolio ManagerJob Number : 24-03200 Grab the opportunity to achieve your full potential! ECLARO is looking for a Credit Review Senior Portfolio Manager for our client in Char...Show moreLast updated: 1 day ago

Portfolio Analyst / Senior Portfolio Analyst

BaringsCharlotte, NC, United States

30+ days ago

Job type

Full-time

Job description

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Title : Portfolio Analyst / Senior Portfolio Analyst

Business Unit : Portfolio Solutions & Analytics

Location : Charlotte, NC

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

Job Summary

Barings is seeking a Senior Associate for the Insurance Portfolio Management (IPM) team. The IPM team manages $20+ billion in AUM across large, multi-sector public / private fixed income portfolios for re / insurance clients. This includes effecting strategic / tactical asset allocation, risk management, security selection, liquidity management, portfolio surveillance, and reporting for 3rd party and internal clients.

Primary Responsibilities

Daily Portfolio Surveillance and Oversight
Lead coverage for select public or private asset classes, including attending sector specific investment calls, investment committees, and serving as IPM subject matter expert for asset class
Market research and Analysis
Daily Liquidity / Trading management and monitoring
Manage ad hoc, weekly, monthly, and quarterly reporting deliverables for clients and / or internal stakeholders
Maintenance / management of IPM portfolio management tools / databases
Lead operational and data initiatives

Qualifications

Undergraduate degree preferably with a focus on STEM or finance / economics

2+ years of experience

Ability to manage large data sets

Basic knowledge of financial statements / markets

Ability to perform quantitative / statistical analysis on economic and financial concepts within a portfolio context preferred

Proficient in Microsoft Office Suite; advanced Excel skills

Experience in or exposure to one or more of the following : R, Python, VBA, SQL, MATLAB

Ownership bias – ability desire to operate independently and manage processes start to finish

Strong interpersonal skills and ability to work with colleagues across different functional and geographic areas

Barings is an Equal Employment Opportunity employer; Minority / Female / Age / Sexual Orientation / Gender Identity / Individual with Disability / Protected Veteran. We welcome all persons to apply.

Barings offers a comprehensive benefits package including :

CORE BENEFITS & WELLNESS

Medical (including Virtual Care), Prescription, Dental, and Vision Coverage

Fitness Center Reimbursement Program (Including Online Memberships)

Employee Assistance Program (EAP)

Fertility Benefits

FINANCIAL WELL-BEING

Highly competitive 401(k) Plan with Company Match

Health Savings Account (HSA) with Company Contributions

Flexible Spending Accounts (FSA) - Health Care & Dependent Care

Retirement Health Reimbursement Account

LIFE INSURANCE

Basic and Supplemental Life Insurance

Spouse and Child Life Insurance

TIME OFF, DISABILITY AND LEAVE OF ABSENCE

Paid Vacation, Sick Days and Annual Holidays

Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)

Short and Long Term Disability Plans

Paid Volunteer Time

OTHER BENEFITS

Education Assistance Program

Charitable Matching Gifts Program

Commuter Reimbursement Program

Adoption and Surrogacy Reimbursement Program