Top 37 Portfolio analyst Jobs in Meridian, Id

Sr. Technical Data Analyst
Clearwater Analytics, LLC —Boise, ID
- Full-time
- Azure
- Computer Science
- 5 years
Quick Apply
14d
Analyst Relations Manager
Ericsson —Boise, ID
- 8 hour shift
- Hybrid work
- 5 years
- Office
- Product management
- Paid parental leave
- Health savings account
Analyst, Project Finance
Clēnera, LLC —Boise, ID
- Remote
- Office
- Finance
- Analysis skills
Senior Analyst, Continuous Improvement & Analytics
Simplot —Boise, ID
- Bachelor of Science
- Office
- Finance
Reconciliation Analyst
Clearwater Analytics, LLC —Boise, ID
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
13d
Communications Manager
Simplot —Boise, ID
- Marketing
- Mid-level
- Office
5d
Special Assets Operations Analyst
Builders Capital Exchange —Boise, ID
- Full-time
- Remote
- Mid-level
- Office
- Residential
- Health savings account
- Paid holidays
Quick Apply
IT - Business Relationship Manager
Woodgrain —Meridian, ID
- $85,000 - $120,000 a year
- Full-time
- Computer Science
- Writing skills
- Pass drug screening
- Health savings account
- AD&D insurance
Quick Apply
Project Cost Controls Analyst (Remote)
SOLV Energy, LLC —Boise, ID
- $77,866 - $97,333 a year
- Full-time
- Remote
- Engineering
- Finance
- SQL
- Paid holidays
- Disability insurance
Quick Apply
AI Governance Analyst
Simplot —Boise, ID
- Full-time
- Research
- Mid-level
- Office
Deployment Analyst 2- Boise, ID
Simplot —Boise, ID
- Bachelor of Science
- Research
- Mid-level
IT Enterprise Architect
Micron —Boise, ID
- Computer science
- Azure
- Computer Science
- Employee stock purchase plan
- Paid holidays
Reconciliation Analyst
Clearwater Analytics —Boise, ID
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Quick Apply
Aftermarket Solutions & Development Director
Plexus —Nampa, ID
- $149,000 - $246,500 a year
- Background check
- Pass drug screening
- Office
- Health insurance
- Dental insurance
Business Relationship Manager I, II or Senior (DOE)
Rogue Credit Union —Meridian, ID
- $82,411.78 - $134,295.07 a year
- Overtime
- Word processing
- Bachelor of Science
- Writing skills
Quick Apply
Sr. SAP Functional Analyst FICO
Simplot —Boise, ID
- 7 years
- Bachelor of Science
- Office
14d
SAP Functional Analyst III FICO
Simplot —Boise, ID
- Bachelor of Science
- Office
- 3 years
14d
Senior, Business Solutions Analyst - Tax Transformation
Deloitte —Boise, ID
- $95,550 - $195,250 a year
- Full-time
- Hybrid work
- CPA
- Computer Science
- 3 years
Service Delivery Manager
Clearwater Analytics, LLC —Boise, ID
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
6d
Master Data Engineer III
Simplot —Boise, ID
- Full-time
- Bachelor of Science
- Office
- SQL

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portfolio analyst jobs near meridian, id

Sr. Technical Data Analyst

Clearwater Analytics, LLC -
Boise, ID

Quick Apply

Job Details

Full-time
14 days ago

Qualifications

Performance dashboard reports
Dashboard development
Commercial use (data warehousing systems)
Data visualization software proficiency
Data Integration (Data management)
Data analysis reporting
Portfolio performance analysis
Automation
Dashboard creation support
NoSQL
Investment reports
Public Cloud
Metrics Reporting
Portfolio performance measurement
Bachelor's degree
Continuous improvement
Productivity software
Cross-functional collaboration
Financial data analysis tools
Cross-functional communication
Financial dashboard metrics
Data analysis software
Database software proficiency

Full Job Description

Job Summary:
Technical Data Analyst uses business intelligence and reporting expertise to build the dashboards and reports our clients and their end users rely on to report investment portfolio information to their own clients. These deliverables range from interactive dashboards to scheduled performance and portfolio reports and ad hoc investment analytics. Additionally, the analyst partners with clients, investment teams, and project management to understand reporting requirements and translate them into accurate, timely deliverables. Supporting data analysis, integration, and quality work underpins this reporting, ensuring the information presented is reliable and aligned with customer and company requirements.

Responsibilities:

Design, build, and maintain the BI dashboards and reports our clients and their end users use for investor and portfolio reporting.

Produce accurate, timely investment and financial reporting—including performance, portfolio, and ad hoc analytics—tailored to client and end-user needs.

Develop data visualizations and self-service BI tools that make complex investment data clear and actionable for clients and their end users.

Analyze investment and financial data, delivering insightful reports and commentary on outcomes, trends, and performance drivers.

Partner with clients, investment teams, and project management to gather reporting requirements and translate them into client-ready deliverables.

Combine data from multiple sources into comprehensive, reconciled datasets that support reliable reporting and analytics.

Build and maintain the data systems and pipelines that feed BI and reporting solutions.

Continuously improve data quality, reporting accuracy, and reliability to uphold the highest standards.

Required Skills:

Proficiency with BI and data visualization platforms (e.g., Power BI, Tableau, Looker).

Strong understanding of financial and investment reporting concepts, performance metrics, and portfolio analytics.

Experience designing and automating reporting dashboards and recurring report production.

Deep understanding of investment data.

Familiarity with cloud platforms and big data technologies (e.g., AWS, GCP, Azure).

Understanding of database design and data warehouse principles.

Knowledge of one or more programming languages (e.g., Java, Python, VBA).

Proficiency in data manipulation and data cleansing techniques.

Knowledge of data governance and best practices in data management.

Continuous improvement mindset for self and team.

Ability to work collaboratively in a cross-functional team environment.

Ability to work with large datasets and perform data mining tasks.

Strong computer skills, including proficiency in Microsoft Office.

Excellent attention to detail and strong documentation skills.

Outstanding verbal and written communication skills.

Strong organizational and interpersonal skills.

Exceptional problem-solving abilities.

Education and Experience:

Bachelor’s degree in data analytics, statistics, accounting, finance, computer science, or related discipline.

5+ years of relevant experience in business intelligence, financial/investment reporting, data analytics, and visualization.

Hands-on experience with SQL and NoSQL databases.

Experience with data integration and ETL (extract, transform, load) processes.

Experience with data visualization tools such as Tableau, Power BI, or D3.js.

Quick Apply

Refine Your Search

portfolio analyst jobs in meridian, id

Sr. Technical Data Analyst

Analyst Relations Manager

Analyst, Project Finance

Senior Analyst, Continuous Improvement & Analytics

Reconciliation Analyst

Communications Manager

Special Assets Operations Analyst

IT - Business Relationship Manager

Project Cost Controls Analyst (Remote)

AI Governance Analyst

Deployment Analyst 2- Boise, ID

IT Enterprise Architect

Reconciliation Analyst

Aftermarket Solutions & Development Director

Business Relationship Manager I, II or Senior (DOE)

Sr. SAP Functional Analyst FICO

SAP Functional Analyst III FICO

Senior, Business Solutions Analyst - Tax Transformation

Service Delivery Manager

Master Data Engineer III

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