Top 1303 Portfolio analyst Jobs in Astoria, Ny

Portfolio Management Analyst B
Rose Companies Employer LLC / RCE —New York, NY
- $85,000 - $95,000 a year
- Hybrid work
- Writing skills
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Finance Analyst, Real Estate
Barnes & Noble, Inc. —New York, NY
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid parental leave
- Paid holidays
Business Analyst
ClinDCast LLC —New York, NY
- $60 - $65 an hour
- Full-time
- Hybrid work
- SQL
- APIs
- Financial services
- Work from home
Quick Apply
Portfolio Strategy Analyst
TIAA —New York, NY
- $89,200 - $106,100 a year
- Online Application
- No experience needed
- Research
- Office
2d
Portfolio Analyst
Fiera Capital —New York, NY
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- SQL
Quantitative Portfolio Analyst – 2026 Grad
Point72 —New York, NY
- $150,000 - $200,000 a year
- Office
- Finance
- Project management
- Health insurance
- Tuition reimbursement
Portfolio Management Analyst - CIB Lending
Eclerx —New York, NY
- $90,000 - $110,000 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
Business Analyst - PMS Portfolio
Clearwater Analytics, LLC —New York, NY
- $102,000 - $144,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Analysis skills
- Disability insurance
- Health insurance
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Product Analyst AirTable Platform
JetBlue Airways Corporation —Long Island City, NY
- $68,000 - $112,000 a year
- Hybrid work
- Pass drug screening
- Mid-level
- Office
- Employee stock purchase plan
- Disability insurance
2d
Lead Analyst People Data Insights
JetBlue Airways Corporation —Long Island City, NY
- $110,000 - $166,000 a year
- Hybrid work
- Writing skills
- Pass drug screening
- Office
- Employee stock purchase plan
- Disability insurance
Research Analyst
Neuberger Berman —New York, NY
- $115,000 - $140,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Analyst, Portfolio Valuation
VRC —New York, NY
- $63,000 - $80,000 a year
- Full-time
- Finance
- Bachelor's degree
- US work authorization
- Profit sharing
- Commuter assistance
Quick Apply
5d
Service Desk Analyst (1 PM - 8 PM)
Cleary Gottlieb Steen & Hamilton LLP —New York, NY
- $85,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Analyst, Portfolio Valuation
Kroll —New York, NY
- $85,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Disability insurance
Point72 Academy Investment Analyst Program for Upcoming Graduates (US) 2027
Point72 —New York, NY
- $125,000 a year
- Online Application
- Office
- Analysis skills
- Communication skills
- Paid training
Data Analyst
NYU Langone Health —New York, NY
- $70,481.60 - $83,475.00 a year
- English
- Mid-level
- Master's degree
- Wellness program
13d
Analyst, Multi-Asset Portfolio Solutions (MAPS)
Ares Management —New York, NY
- $115,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- SQL
- Commuter assistance
- Health savings account
9d
People Operations Associate
TriEdge Investments —New York, NY
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- 401(k)
Data Analyst
tignovate —New York, NY
- $45 - $50 an hour
- Part-time
- Mid-level
- SQL
- Bachelor's degree
Quick Apply
Finance Analyst - Excel
CBRE —New York, NY
- $80,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math

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Portfolio Management Analyst B

Rose Companies Employer LLC / RCE -
New York, NY

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Job Details

$85,000 - $95,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
401(k) matching

Qualifications

Financial model construction
Spreadsheets
Writing skills
Bachelor's degree
Financial projection model development
Quantitative analysis

Full Job Description

Jonathan Rose Companies is one of the country’s leading owners, developers and operators of green affordable and mixed-income communities. Founded in 1989, Rose has created projects with more than $5.3 billion of value with a current portfolio of 19,000 apartment homes in 14 states and Washington DC.

Our mission is to create a more environmentally thriving, socially just world through the development, preservation, renovation and management of green, affordable and mixed income housing.

The firm is a fully integrated investment management, development and asset management company with, construction management, solar energy, mortgage finance and title company affiliates.

We strive to achieve positive environmental impact by investing in energy efficiency, decarbonization, and water conservation to reduce our use of natural resources and toxins. Our social impact is achieved by preserving and expanding housing affordability, and connecting our residents to health, education, financial, cultural and social services. And we aim to achieve these impacts in a co-creative process with governments, our residents and staff.

We are signatories to the United Nations Principles for Responsible Investing (UN PRI), benchmark performance annually through GRESB, and align our reporting with the Task Force for Climate-related Financial Disclosures (TCFD) guidelines, SASB Standards, and GRI Standards.

Position Description

The Portfolio Management Analyst is responsible for working with the Director of Portfolio Management to analyze, value, forecast, and strategize for all real estate private equity funds owned by Jonathan Rose Companies. The position requires interactions with other departments within the company such as Investor Relations, Asset Management, Acquisitions, Development, Property Management, and Accounting.

The pay range for this position is $85-95k based upon factors including but not limited to related experience and time in the industry.

Essential Functions

PORTFOLIO ANALYSIS

Performs portfolio analysis and valuations for both the funds, corporate, and underlying properties through communication with asset management, acquisition, and accounting team to ensure the completeness and accuracy of the valuations.
Work directly with external appraisers to meet deadlines when external appraisals are ordered.

ASSET & FUND LEVEL BUSINESS PLANS

Assists with initial asset level and fund level business plans, including documentation of strategy and forecast of financial performance.
Works closely with Asset Managers to update asset level business plans annually and reforecast returns.
Assists, reviews, and communicates the results of the analysis to Asset Management and identifies key areas of concern where applicable.

REPORTING & INVESTOR MEETINGS

Works with the Asset Management and Investor Relations team during the quarterly reporting process and annual investor meetings.
Update REO, debt summary, track record, and PM database quarterly and AUM tracker annually.

SUPPORT

Assists Director of Portfolio Management with ad hoc investor's request.

CASH FLOW PROJECTIONS

Performs fund level cash flow projections and assist the team to strategize ways to improve the returns to investors.

Work Experience Requirements:

Skills

Proficiency with Microsoft Suite, especially Microsoft Excel required.
Quantitative analytical skills required.
Strong verbal and written communication skills required.
Abilities to be self-starter, take initiative, and multi-task in busy environment required.
Attention to detail required.
Advanced financial modeling skills required.
GAAP accounting principles preferred

Travel

Ability to travel up to 10% of the time.

Education Requirements and/or Years of Experience:

Bachelor’s Degree in Finance, Business, Real Estate or related field required.
1-2 years of experience with overall financial analysis of an assigned portfolio of multifamily properties or projects preferred.

Rose Companies Benefits:

At Rose Companies our goal is to provide an affordable and comprehensive benefits package that provides security for you and your family and supports your overall wellbeing. Benefits offered include, but are not limited to: Medical, Dental, Vision, Flexible Spending Accounts, Life, Short-Term Disability, Long-Term Disability, 401K with company match, competitive paid time off policy, paid holidays, parental bonding leave and educational assistance.

Rose Companies is committed in policy and practice to providing equal employment opportunities for all applicants and employees, based upon their training, experience, and overall qualifications. Consistent with this commitment, discrimination against an applicant or employee based upon the individual’s race, color, creed, religion, sex, gender, age, national origin, ancestry, citizenship status, marital or familial status, sexual orientation, gender identity, gender expression, disability, military status, protected veteran status, genetic information, or any other condition or characteristic protected by law is strictly prohibited.

Experience

Preferred

1 - 2 years: Overall financial analysis of an assigned portfolio of multifamily properties or projects preferred.

Education

Required

Bachelors or better in Finance or related field

Skills

Required

Detail Oriented
Financial Modeling
Accuracy

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

portfolio analyst jobs in astoria, ny

Portfolio Management Analyst B

Finance Analyst, Real Estate

Business Analyst

Portfolio Strategy Analyst

Portfolio Analyst

Quantitative Portfolio Analyst – 2026 Grad

Portfolio Management Analyst - CIB Lending

Business Analyst - PMS Portfolio

Product Analyst AirTable Platform

Lead Analyst People Data Insights

Research Analyst

Analyst, Portfolio Valuation

Service Desk Analyst (1 PM - 8 PM)

Analyst, Portfolio Valuation

Point72 Academy Investment Analyst Program for Upcoming Graduates (US) 2027

Data Analyst

Analyst, Multi-Asset Portfolio Solutions (MAPS)

People Operations Associate

Data Analyst

Finance Analyst - Excel

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