Portfolio Analyst Salary at Social Alpha BETA

Title: PMO Portfolio Analyst Location: Philadelphia, PA Type: Contract to Hire Our client is seeking a PMO Portfolio Analyst who will support good governance in the PMO by working directly with project managers, business sponsors, and other internal teams to preserve and resolve data and compliance standards. Your focus will be on data integrity (accuracy, consistency, validity and completeness), compliance, and common-sense enforcement of process. You will be trained on and able to leverage existing tools to support this effort and able to recommend and lead improvements to tools, compliance and process. This role is all about problem solving. Key Accountabilities: Facilitate both scheduled and ad-hoc data governance / compliance meetings. Review data and prepare agenda pre-meeting. Capture and record decisions / action items in provided tools. Manage data integrity through gap analysis and compliance auditing. Perform analysis on internal data sets or project-related scenarios and de

PMO Portfolio Analyst Job Summary: The PMO Portfolio Analyst (Tools & Governance) is a key member of the PMO Tools Team, focused on ensuring data integrity, compliance, and process improvement across project portfolios. This role is ideal for someone analytical, curious, and detail-oriented, who enjoys solving problems and working cross-functionally. Key Responsibilities Data Governance & Analysis Lead and facilitate regular and ad-hoc data governance and compliance meetings. Perform data integrity reviews, gap analyses, and audits. Conduct root cause analysis on project data and compliance issues. Collaborate with internal teams to resolve non-compliance and provide guidance on governance standards. Tools & Team Support Support and maintain Clarity (PPM) data including project setup, resource management, and access control. Manage support logs, assign tickets, and generate metrics. Operate within Agile Kanban methodology for task management and collaboration. Proactively learn tools a

The Role We are seeking an Alternatives-focused Portfolio Analyst to join our Stamford, CT office. The Portfolio Analyst works across a range of clients, including Endowments & Foundations, Pension Plans, Family Office and Financial Intermediaries. They will be responsible for formulating investment policy and guidelines, and making strategy and fund recommendations based on portfolio construction process, research platform and house view. Responsibilities o Advise the companies clients and take ownership of the client relationships. o Assist clients with formulating investment policy and guidelines, and make recommendations to them related to individual funds, strategy, or general portfolio characteristics based on these guidelines. o Construct and actively monitor client portfolios with reference to portfolio pacing, monthly / quarterly performance, risk, exposures, research ratings, all while understanding the portfolio's objectives within the context of the total asset allocation.

Job Type Full-time Description Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm. In this role the candidate will not only be responsible for the technical tasks below but will also have the opportunity to learn the soft skills necessary to be successful in their interactions with people at all levels. The Portfo

BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace

Income Research + Management Income Research + Management is a Boston-based, privately owned, fixed income asset management firm. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 800+ institutional and private wealth clients. Founded in 1987 and located in the heart of Boston's financial district, IR+M employs 200+ full time professionals and currently manages $90+ Billion in assets. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement. Our client service team is in the office Monday - Thursday with flexiiblity to work remote on the majority of Fridays. Job Description: The Client Portfolio Analyst (CPA) plays a vital role in the overall client, consultant, and prospective client experience at IR+M. As a team, we strive to deliver exceptional client service, as we believe this is a

About Waterton Waterton has grown from very humble beginnings with one phone and two desks to the successful, nationally recognized real estate investment and management firm it is today. As Waterton has evolved and grown, one thing has remained constant - the drive to achieve results by exceeding expectations. For 25 years Waterton remains passionate about delivering an incredible Resident Experience, which we believe is made possible by offering an extraordinary experience for our talented associates. We value performance that delivers experiences that exceed expectations, coupled with an unwavering commitment to Investor, Guest, and Resident service excellence. Overall we are a collection of people who strive daily to "find the good and leave it better". Job Summary Waterton Residential is currently seeking a Senior Portfolio Analyst to join its Portfolio Management team. In this role you will provide assistance to the team on portfolio, property and valuation analysis, and investor

Job Description The Senior Analyst - Portfolio/Asset Management, is a critical member of the of LCS Real Estate team. The Real Estate team serves as the LCS owner representative for the portfolio of communities in which LCS has an equity position. The Senior Analyst is primarily responsible for assisting the Senior Manager - Portfolio Analysis & Reporting (PAR) with the identification, development and execution of portfolio strategies and providing benchmarking analysis, property valuation analysis, monthly/quarterly/annual reporting, investor presentations, financial modeling, fund performance reporting, and special projects as needed. The Senior Analyst will also be a key collaborator within the Asset and Performance Management (APM), Investments, and Capital Markets teams. They will be responsible for creating robust portfolio and community level reporting and analysis, collaborating with the APM team to identify and track value creation opportunities across the portfolio, and strea