Top 1475 Portfolio analyst Jobs in California

Portfolio Analyst
University of California San Francisco —San Francisco, CA
- Full-time
- Customer service
- Writing skills
- Mid-level
1d
Portfolio Analyst
Allspring Global Investments Holdings, LLC —San Francisco, CA
- $108,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Analysis skills
Analyst, Portfolio Management (Equities)
Dimensional Fund Advisors —Santa Monica, CA
- $82,500 - $105,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Analyst, Portfolio Oversight (Infrastructure Focus)
CIM Group, LP —Los Angeles, CA
- $90,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid parental leave
Quick Apply
Analyst, Portfolio Management
Wilshire Advisors LLC —Santa Monica, CA
- $70,350 - $78,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Energy Analyst, Portfolio
Meta —Menlo Park, CA
- $104,000 - $155,000 a year
- Mid-level
- 3 years
- Finance
Portfolio Management Analyst/Associate
Apollo —El Segundo, CA
- $150,000 - $175,000 a year
- Full-time
- Computer Science
- Mid-level
- Office
Marketing Portfolio Analyst
Wismettac Asian Foods, Inc. —Santa Fe Springs, CA
- $35 - $45 an hour
- Overtime
- Marketing
- Mid-level
- Office
- Wellness program
- Health insurance
Quick Apply
Portfolio Analyst (PMO/Operations)
The Tatitlek Corporation —Mountain View, CA
- $90,000 - $110,000 a year
- Full-time
- Background check
- Google Workspace
- Microsoft Excel
Analyst/Associate, Investments & Portfolio Management
RCLCO —Santa Monica, CA
- $70,000 - $115,000 a year
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Dental insurance
Quick Apply
Analyst, Portfolio Compliance
DOUBLELINE GROUP LP —Los Angeles, CA
- $100,000 - $115,000 a year
- Full-time
- Research
- Mid-level
- 3 years
Quick Apply
Senior Research Analyst
Confidential —Irvine, CA
- $30 - $35 an hour
- Contract
- Organizational skills
- In-person
- Senior level
Quick Apply
14d
Credit Analyst
BAC Community Bank —Stockton, CA
- $47,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
E-commerce & Marketplace Brand Specialist
Great Eastern Entertainment —Compton, CA
- $25 - $30 an hour
- Full-time
- 3 years
- Analysis skills
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Credit Risk Analyst
CAI International —San Francisco, CA
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Board Certified Behavior Analyst (BCBA) - Oakland
KIPP Public Schools Northern California —Oakland, CA
- $106,000 - $125,895 a year
- Full-time
- School experience
- Classroom
- High school
- Commuter assistance
- Health insurance
Quick Apply
8d
Asset Manager - Commercial RE
BUZZ OATES —Sacramento, CA
- $100,000 - $150,000 a year
- Full-time
- Real Estate License
- Bachelor's degree
- In-person
- Free parking
- Health insurance
Quick Apply
1h
Post-Award Contracts and Grants Analyst II
Cal Poly Partners —San Luis Obispo, CA
- $70,304 - $86,000 a year
- Online Application
- Hybrid work
- Mid-level
- Administrative experience
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
6d
Credit and Collections Analyst (English/Spanish)
Acer America Corporation —Santa Clara, CA
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Oracle
- Health insurance
- Dental insurance
Quick Apply
Credit Risk Analyst / Officer
The Bank of East Asia, Limited —Alhambra, CA
- $75,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Writing skills
- Health savings account
- Health insurance
Quick Apply

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portfolio analyst jobs near california

Portfolio Analyst

University of California San Francisco -
San Francisco, CA

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Job Details

Full-time
1 day ago

Qualifications

Preparation of internal financial performance reports
Data analysis reporting
Financial transaction processing
Customer service
Spreadsheets
Writing skills
Clinical research compliance
Financial data management
Financial accounting
Research administration
Research regulatory compliance
Research budget management
Financial data analysis tools
Data analysis software
Financial compliance

Full Job Description

Under the general direction of the Research Administration Manager, the PI Portfolio Analyst uses skills as a seasoned, experienced research administrator to independently oversee research awards, and / or transactions related to contract and grant management and maintains contract and grant records in compliance with institutional research sponsor policies. Works on awards of diverse scope where analysis of data requires thorough understanding of complex regulations. Completes and approves transactions for signature by manager or other authorized institutional official. Works on complex awards that may involve multiple investigators and / or multiple sub awards. Guides less experienced staff. Typically works on complex grants / contracts which require task budgets, option years, multiple investigators and multiple sub awards.

The PI Portfolio Analyst provides customer-oriented, value-added post-award management services to Anesthesia research PIs with high-value and complex contracts and grants. This role partners closely with university stakeholders (e.g., CGA, OSR, Supply Chain) and is responsible for oversight of award setup, invoicing, financial reporting, compliance, closeout, and all other aspects of fiscal management for Federal, State, and private sponsor awards supporting the department’s research enterprise.

Required Qualifications:

Bachelor's degree in related area and / or equivalent experience / training
Minimum 3 years of related experience.
Thorough understanding of research administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment.
Ability to manage significant volume of transactions.
Ability to perform complex financial analysis and customized reporting.
Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports.
Ability to maintain independent judgment; strong organization and communication skills; and a customer service focus across broad and diverse subject areas.
Maintains current knowledge of compliance regulations in all areas of research administration.
Demonstrated knowledge of generally accepted accounting, fiscal and reporting principles.
Demonstrated knowledge of effective grant funding processes, procedures and techniques.

Preferred Qualifications:

Thorough knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc.

About UCSF

The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world’s leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells.

Pride Values

UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence – also known as our PRIDE values .

In addition to our PRIDE values, UCSF is committed to equity – both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available here .

Join us to find a rewarding career contributing to improving healthcare worldwide.

Equal Employment Opportunity

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

Salary Information

The final salary and offer components are subject to additional approvals based on UC policy.

Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.

To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html

Apply Now

Refine Your Search

portfolio analyst jobs in california

Portfolio Analyst

Portfolio Analyst

Analyst, Portfolio Management (Equities)

Analyst, Portfolio Oversight (Infrastructure Focus)

Analyst, Portfolio Management

Energy Analyst, Portfolio

Portfolio Management Analyst/Associate

Marketing Portfolio Analyst

Portfolio Analyst (PMO/Operations)

Analyst/Associate, Investments & Portfolio Management

Analyst, Portfolio Compliance

Senior Research Analyst

Credit Analyst

E-commerce & Marketplace Brand Specialist

Credit Risk Analyst

Board Certified Behavior Analyst (BCBA) - Oakland

Asset Manager - Commercial RE

Post-Award Contracts and Grants Analyst II

Credit and Collections Analyst (English/Spanish)

Credit Risk Analyst / Officer

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