Top 32 Portfolio analyst Jobs in Grand Rapids, Mi

Investment Analyst
Corewell Health —Grand Rapids, MI
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
1d
Consumer & Market Insights Analyst
Amway —Ada, MI
- $78,108 - $96,486 a year
- Marketing
- Bachelor of Science
- Mid-level
Commercial Portfolio Risk Analyst
Horizon Bank —Grand Rapids, MI
- Full-time
- Office
- Finance
- Analysis skills
Quick Apply
Member Experience Product Owner
Lake Michigan Credit Union —Grand Rapids, MI
- Full-time
- Hybrid work
- Marketing
- 5 years
- Mid-level
- Paid parental leave
- Health savings account
11d
Space Planning Analyst
SpartanNash —Byron Center, MI
- Full-time
- Microsoft Excel
- Writing skills
- Merchandising
Quick Apply
Business Analyst
Northgate Resorts —Grand Rapids, MI
- $50,000 - $65,000 a year
- Full-time
- Google Workspace
- Computer Science
- Office
Quick Apply
1d
Product Analytics Manager - Merrell Rockford, MI
Wolverine Worldwide —Rockford, MI
- Hybrid work
- Office
- Analysis skills
- Travel
Financial Analyst II Rockford, MI
Wolverine Worldwide —Rockford, MI
- Hybrid work
- CPA
- Mid-level
- Office
Treasury Analyst
SpartanNash —Byron Center, MI
- Full-time
- Microsoft Word
- Oracle
- Research
Quick Apply
Manager of Product Operations
GT Independence —Grand Rapids, MI
- $250,000 a year
- Hybrid work
- 5 years
- Bachelor's degree
- Product management
- Paid time off
Quick Apply
Analyst – Multifamily (Apartment) Housing
Monarch Investment and Management Group —Grand Rapids, MI
- $70,000 - $80,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid training
- Paid holidays
Quick Apply
Financial Analyst - Supply Chain
SpartanNash —Byron Center, MI
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Loan Review Analyst
ChoiceOne Bank —Kent City, MI
- Full-time
- Computer literacy
- Research
- Mid-level
Quick Apply
Credit Analyst
Great Lakes Commercial Finance —Grandville, MI
- $53,000 - $63,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Wealth Management Operations - Data and Business Intelligence Analyst
Plante Moran —Grand Rapids, MI
- $64,500 - $90,500 a year
- Full-time
- Hybrid work
- System design
- Mid-level
- Office
- Disability insurance
- Health insurance
Dispute Resolution Supervisor
SunMed LLC —Grand Rapids, MI
- Full-time
- Remote
- 5 years
- Mid-level
- Finance
- Paid holidays
- Health insurance
Manager, Retail Pricing Strategy
SpartanNash —Byron Center, MI
- Full-time
- Office
- Finance
- Analysis skills
Quick Apply
Transportation Process Quality Analyst
SpartanNash —Byron Center, MI
- Full-time
- 5 years
- Office
- Finance
Quick Apply
Dispute Resolution Supervisor
AirLife —Grand Rapids, MI
- $65,000 - $75,000 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Finance
- Paid holidays
- Health insurance
Quick Apply
Digital Product Manager - WMS
MillerKnoll —Zeeland, MI
- Full-time
- 3 years
- Analysis skills
- Bachelor's degree

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portfolio analyst jobs near grand rapids, mi

Investment Analyst

Corewell Health -
Grand Rapids, MI

Apply Now

Job Details

Full-time
1 day ago

Qualifications

Treasury management
Financial close processing
Treasury operations
Portfolio performance analysis
Investment performance monitoring
Market analysis
Bachelor's degree in finance
Bachelor's degree in business
Investment reports
Mid-level
Finance
Bachelor's degree
Asset allocation strategy
Cash management
Closing the books
Investment risk management
Due diligence
Bachelor's degree in accounting
Business
2 years
Accounting
Data analytics technologies
Audit support

Full Job Description

Location Grand Rapids, Michigan, United States of America Category Corporate Job Id R224199 Job Type Full time Day (United States of America) REGULAR Hybrid

Job Summary

Will serve as the sole investment analyst on the team responsible for the investment of operating, pension, insurance, and foundation assets. Focused primarily on investments, including analysis of investment managers, markets, and asset classes in support of asset allocation, investment manager due diligence, and portfolio structure; however, will also provide operational support related to the investment portfolios, such as the movement of cash, the month-end closing process, and the year-end audit process.

Essential Functions

Analyzes investment-related data such as returns, market fundamentals, & portfolio exposure data to support investment manager due diligence, asset allocation, & portfolio structure.
Assists in the preparation of materials to communicate portfolio strategy and investment results to key stakeholders, such as Corewell Health Management and governance committees.
Develops analytical tools that leverage data from both internal & external sources so that the investment team can more efficiently identify opportunities & risks within the portfolios, at both the investment manager & asset class level.
Works with the team to ensure the efficient movement of cash both within & among accounts, such as cash needs for the organization, benefit payments to pensioners, & capital calls for private investments.
Provides support to Treasury & Finance staff related to month-end closing & year-end audit processes.

Qualifications

Required

Bachelor's Degree or equivalent Business, Finance, Accounting or a related field

2 years of relevant experience Analytical role w/ a focus on quantitative analysis & familiarity w/ financial data.

Preferred

CFA/CAIA not required; however, a desire to pursue those is a plus.

About Corewell Health

As a team member at Corewell Health, you will play an essential role in delivering personalized health care to our patients, members and our communities. We are committed to cultivating and investing in YOU. Our top-notch teams are comprised of collaborators, leaders and innovators that continue to build on one shared mission statement - to improve health, instill humanity and inspire hope. Join a nationally recognized health system with an ambitious vision of continued advancement and excellence.

#CorewellHealthCareers

How Corewell Health cares for you

Comprehensive benefits package to meet your financial, health, and work/life balance goals. Learn more here.
On-demand pay program powered by Payactiv
Discounts directory with deals on the things that matter to you, like restaurants, phone plans, spas, and more!
Optional identity theft protection, home and auto insurance
Traditional and Roth retirement options with service contribution and match savings
Eligibility for benefits is determined by employment type and status

Primary Location

SITE - Corewell Health Place - 100 Corewell Drive NW - Grand Rapids

Department Name

Treasury Investments - Corporate

Employment Type

Full time

Shift

Day (United States of America)

Weekly Scheduled Hours

Hours of Work

8 a.m. to 5 p.m.

Days Worked

Monday to Friday

Weekend Frequency

N/A

CURRENT COREWELL HEALTH TEAM MEMBERS – Please apply through Find Jobs from your Workday team member account. This career site is for Non-Corewell Health team members only.

Corewell Health is committed to providing a safe environment for our team members, patients, visitors, and community. We require a drug-free workplace and require team members to comply with the MMR, Varicella, Tdap, and Influenza vaccine requirement if in an on-site or hybrid workplace category. We are committed to supporting prospective team members who require reasonable accommodations to participate in the job application process, to perform the essential functions of a job, or to enjoy equal benefits and privileges of employment due to a disability, pregnancy, or sincerely held religious belief.

Corewell Health grants equal employment opportunity to all qualified persons without regard to race, color, national origin, sex, disability, age, religion, genetic information, marital status, height, weight, gender, pregnancy, sexual orientation, gender identity or expression, veteran status, or any other legally protected category.

An interconnected, collaborative culture where all are encouraged to bring their whole selves to work, is vital to the health of our organization. As a health system, we advocate for equity as we care for our patients, our communities, and each other. From workshops that develop cultural intelligence, to our inclusion resource groups for people to find community and empowerment at work, we are dedicated to ongoing resources that advance our values of diversity, equity, and inclusion in all that we do. We invite those that share in our commitment to join our team.

You may request assistance in completing the application process by calling 616.486.7447.

Apply Now

Refine Your Search

portfolio analyst jobs in grand rapids, mi

Investment Analyst

Consumer & Market Insights Analyst

Commercial Portfolio Risk Analyst

Member Experience Product Owner

Space Planning Analyst

Business Analyst

Product Analytics Manager - Merrell Rockford, MI

Financial Analyst II Rockford, MI

Treasury Analyst

Manager of Product Operations

Analyst – Multifamily (Apartment) Housing

Financial Analyst - Supply Chain

Loan Review Analyst

Credit Analyst

Wealth Management Operations - Data and Business Intelligence Analyst

Dispute Resolution Supervisor

Manager, Retail Pricing Strategy

Transportation Process Quality Analyst

Dispute Resolution Supervisor

Digital Product Manager - WMS

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