Top 1296 Portfolio analyst Jobs in Newark, Nj

Investment Analyst - Family Office
Midas Wealth —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Analyst/Associate, Private Credit
Macquarie Group Limited —New York, NY
- $120,000 - $210,000 a year
- Full-time
- Research
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
Analyst or Associate, Equity and Capital Solutions
Macquarie Group Limited —New York, NY
- $120,000 - $210,000 a year
- Full-time
- Research
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
Analyst/Associate, Software and Services M&A
Macquarie Group Limited —New York, NY
- $110,000 - $175,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
Emerging Capability & Strategic Transition Analyst
Sanofi EU —Morristown, NJ
- $148,500 - $214,500 a year
- Office
- 8 years
- Presentation skills
- Parental leave
5d
Analyst, Global Forecasting
Fresh —Jersey City, NJ
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Commuter assistance
- Paid parental leave
Quick Apply
RESEARCH ANALYST
Wall Street Strategies —Jersey City, NJ
- Microsoft Outlook
- Analysis skills
- Organizational skills
Private Equity Summer Analyst, Summer 2027
Nepternship —New York, NY
- $40 - $50 an hour
- Microsoft Excel
- Writing skills
- Office
- Health savings account
- Relocation assistance
Quick Apply
PGIM: 2027 Private Credit, Summer Investment Analyst Program
Prudential —Newark, NJ
- $35 - $40 an hour
- Multiple hires
- Writing skills
- Mid-level
- Office
7d
Credit Analyst
Oversea-Chinese Banking Corporation —New York, NY
- $101,250 - $120,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
8d
Data Manager & Evaluations, Health Equity
Vaco by Highspring —New York, NY
- $40 - $45 an hour
- SQL
- In-person
- Senior level
Quick Apply
9d
Data Manager (Non Profit & Health Equity)
Vaco by Highspring —New York, NY
- $40 - $45 an hour
- SQL
- In-person
- Senior level
Quick Apply
9d
UX Researcher-CNBC, MS NOW and E! Online
Versant Media —Englewood Cliffs, NJ
- $100,000 - $130,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Private Credit Portfolio Management Analyst
Constellation —New York, NY
- $90 - $111 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Health insurance
Quick Apply
Investment Ops Analyst
JSR Tech Consulting —Newark, NJ
- $30 - $42 an hour
- Hybrid work
- Oracle
- Research
- Mid-level
Quick Apply
8d
PGIM: 2027 Real Estate, Equity Summer Investment Analyst Program
Prudential —Newark, NJ
- $35 - $40 an hour
- Multiple hires
- Office
- Finance
- Analysis skills
5d
Investment Analyst
New York University —New York, NY
- $112,500 - $137,500 a year
- Full-time
- Hybrid work
- Writing skills
- Office
- Finance
Quantitative Portfolio Analyst – 2026 Grad
Point72 —New York, NY
- $150,000 - $200,000 a year
- Office
- Finance
- Project management
- Health insurance
- Tuition reimbursement
PGIM: 2027 Private Credit, Investment Analyst Program
Prudential —Newark, NJ
- $80,000 - $100,000 a year
- Multiple hires
- Writing skills
- Office
- Analysis skills
7d
Data Analyst
World Insurance Associates LLC —Iselin, NJ
- $95,000 - $110,000 a year
- Full-time
- Remote
- Computer Science
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
1d

I want to receive the latest job alert for portfolio analyst in newark, nj

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

portfolio analyst jobs near newark, nj

Investment Analyst - Family Office

Midas Wealth
New York, NY

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Customer communication
Series 7
Bachelor's degree
Data management
Attention to detail
Financial product expertise
Organizational skills
Data-driven problem-solving
Computer skills
Financial markets knowledge
Excel data analysis

Full Job Description

Job Summary:
The Investment Analyst will support the family office’s investment and advisory functions by analyzing portfolio performance, reviewing account activity, and preparing materials for client meetings. This role requires strong attention to detail, analytical skills, and the ability to translate complex financial information into clear, actionable insights for both internal stakeholders and clients.

Key Responsibilities:

Portfolio & Account Analysis

Review and analyze client account statements, performance reports, and holdings across asset classes
Monitor portfolio allocations and identify variances from target strategies
Evaluate investment performance relative to benchmarks and stated objectives

Investment Recommendations

Identify opportunities to rebalance portfolios or make allocation adjustments, as appropriate
Provide recommendations based on market trends, performance data, and client objectives
Collaborate with senior advisors and investment team members on strategy implementation

Client Meeting Preparation

Prepare client‑ready reports, presentations, and supporting materials
Summarize portfolio performance, key changes, and strategic recommendations in a clear, concise manner
Assist in developing meeting agendas and follow‑up action items

Data Management & Reporting

Maintain accurate records of portfolio activity and client holdings
Support ad hoc analysis and reporting requests from advisors and clients
Ensure data integrity across reporting systems and platforms

Required Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or a related field
1–3+ years of experience in investment analysis, wealth management, or a related role
Strong proficiency in Excel and financial analysis tools
Working knowledge of financial markets, asset allocation, and investment products

Preferred Qualifications

Series 7 license preferred
Progress toward or interest in pursuing CFA or other relevant professional designations
Experience working in a family office, wealth management firm, or investment advisory environment

Skills & Competencies

Strong analytical and problem‑solving skills
High level of attention to detail and accuracy
Ability to synthesize complex data into clear, actionable insights
Excellent written and verbal communication skills
Strong organizational skills with the ability to manage multiple priorities

Compensation & Benefits

We offer a competitive compensation package commensurate with experience, including:

Base salary range: $70,000 – $90,000 annually (depending on experience and credentials)
Performance-based bonus eligibility
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid professional development and licensing support
Generous PTO and flexible work arrangements

Equal Opportunity Employer

We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: Hybrid remote in New York, NY 10004

Quick Apply

Refine Your Search

portfolio analyst jobs in newark, nj

Investment Analyst - Family Office

Analyst/Associate, Private Credit

Analyst or Associate, Equity and Capital Solutions

Analyst/Associate, Software and Services M&A

Emerging Capability & Strategic Transition Analyst

Analyst, Global Forecasting

RESEARCH ANALYST

Private Equity Summer Analyst, Summer 2027

PGIM: 2027 Private Credit, Summer Investment Analyst Program

Credit Analyst

Data Manager & Evaluations, Health Equity

Data Manager (Non Profit & Health Equity)

UX Researcher-CNBC, MS NOW and E! Online

Private Credit Portfolio Management Analyst

Investment Ops Analyst

PGIM: 2027 Real Estate, Equity Summer Investment Analyst Program

Investment Analyst

Quantitative Portfolio Analyst – 2026 Grad

PGIM: 2027 Private Credit, Investment Analyst Program

Data Analyst

I want to receive the latest job alert for portfolio analyst in newark, nj

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected