Portfolio Analyst Salary in Wisconsin

Location New York, New York Shift: Day (United States of America) Description: Lifesaving Care: Development Makes the Impact NewYork-Presbyterian Hospital is one of the largest and most comprehensive health care institutions in the world. Our talented development professionals help ensure that we will have the resources to deliver the finest, most advanced patient care well into the future. We have launched a $2 billion capital campaign for key priorities that will maintain the Hospital's excellence in patient care, education, and translational research. We invite you to join our team and help us reach our campaign goal. Portfolio Analyst - Development - Days The Portfolio Analyst is responsible for a wide range of prospect management tasks including, but not limited to, monitoring the data management of prospect activity, engaging in pipeline development and analysis, and assisting with implementing prospect management processes and procedures. This role will manage the distribution o

Our client is a large alternative asset manager and SEC-registered investment adviser. They are seeking a Portfolio Analyst to sit with their team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics. RESPONSIBILITIES Assist in the implementation and ongoing maintenance of a database of portfolio company and fund level information Ongoing portfolio-level reporting and risk analysis for both internal and external distribution (monthly dashboards, credit facility reporting, etc.) Liaise with borrowers, administrative agents and internal accountants to facilitate funding and closing of transactions Review portfolio company financial statements. Perform analysis of financial performance, loan covenants and other credit statistics Prepare monthly and quarterly financial review packages of loan investments utilizing company prepared financial statements and internal reporting and valuation models Prepare allocatio

Job TypeFull-timeDescriptionThe Portfolio Analyst ensures clients' portfolios are invested in accordance with the stated goals, conducts annual investment reviews, and partners with the other functional areas of the company to formulate a total investment solution designed to meet institutional and individual client needs.Principal Accountabilities:1. Interacts with Financial Advisors, Planners, Investment Department, Investment Operations Department, and clients to ensure client portfolios are invested appropriately.2. Reviews clients' investment accounts to verify:Account objectives are current and appropriate.Investments are consistent with objectives.Account is properly diversified.3. Conducts investment and administrative reviews on high volume of accounts in accordance with Regulation 9.4. Reviews and approves Department of Labor disclosures sent to clients rolling over their retirement assets.5. Partners with other functional teams to formulate total investment solutions designe

Overview: 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 nations 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 through more than 70 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, 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. Job Summary The Portfolio Analyst role is responsible for monitoring the performance of borrowers, identifying deviations from expected performa

Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm's institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of wh

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