Top 1259 Portfolio analyst Jobs in Paramus, Nj

Compliance & Impact Associate
Leviticus Fund —Tarrytown, NY
- $62,000 - $72,000 a year
- Email
- Hybrid work
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
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Institutional Service Analyst - Registered Reps (Series 7) Needed-1-3 years of experience!
Mid-Large Asset Manager —New York, NY
- $80,000 - $130,000 a year
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- Microsoft Excel
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- Mid-level
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Financial Services Tech Consulting Manager - WAM - Aladdin
EY —New York, NY
- $128,400 - $267,400 a year
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EY —New York, NY
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Macquarie Group Limited —New York, NY
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Macquarie Group Limited —New York, NY
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Analyst/Associate, Software and Services M&A
Macquarie Group Limited —New York, NY
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Vice President, Product Management - Identity Management
Okta —New City, NY
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- 11+ years
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Principal Analyst Relations Manager
Datadog —New York, NY
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- 8 years
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Credit Analyst
Macquarie Group Limited —New York, NY
- $90,000 - $110,000 a year
- Full-time
- Writing skills
- Mid-level
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Sr. Analyst/Analyst, Measurement Strategy
Versant Media —New York, NY
- $72,000 - $95,000 a year
- Email
- Hybrid work
- Marketing
- Mid-level
- Office
- Health insurance
- Dental insurance
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Associate Director, Real Estate Digital and AI
Macquarie Group Limited —New York, NY
- $270,000 - $290,000 a year
- Full-time
- Office
- APIs
- Senior level
- Paid parental leave
- Health savings account
Emerging Capability & Strategic Transition Analyst
Sanofi EU —Morristown, NJ
- $148,500 - $214,500 a year
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- 8 years
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Investment Analyst/Associate- bilingual Korean
Cesna Recruitment —New York, NY
- $90,000 - $140,000 a year
- Full-time
- Engineering
- Mid-level
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- 401(k)
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Markets Reporter, CNBC PRO
Versant Media —Englewood Cliffs, NJ
- $75,000 - $115,000 a year
- Email
- Hybrid work
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
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Sr. Manager, Consumer Insights - Brand & Audience
Versant Media —New York, NY
- $100,000 - $125,000 a year
- Email
- Hybrid work
- Marketing
- 5 years
- Writing skills
- Health insurance
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Data Manager & Evaluations, Health Equity
Vaco by Highspring —New York, NY
- $40 - $45 an hour
- SQL
- In-person
- Senior level
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9d

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Compliance & Impact Associate

Leviticus Fund
Tarrytown, NY

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Job Details

Full-time
$62,000 - $72,000 a year
10 days ago

Benefits

Health insurance
On-site gym
Dental insurance
Paid time off
Parental leave
Vision insurance
403(b)
Life insurance

Qualifications

Teamwork
Sociology
Bachelor's degree
Attention to detail
Organizational skills

Full Job Description

Compliance & Impact Associate

Who We Are

The Leviticus 25:23 Alternative Fund (Leviticus) is rooted in faith and the call for economic justice. The Fund provides flexible capital, expertise, and advocacy to propel the growth of more equitable communities, and creates opportunities for vulnerable, low-income people to thrive and live with dignity. Our loans assist the predevelopment, construction and permanent phases of affordable housing, including housing with supportive services for those with special needs and extremely low incomes; childcare and early learning centers; charter public schools; nonprofit office and program delivery space; and various community economic development projects.

Leviticus is based in Tarrytown, New York (Westchester County). We welcome candidates in the Westchester/NYC metropolitan area and will consider candidates located outside of this region if they are able to work in a hybrid schedule with regular in-office days.

Why We Need You

The Leviticus Fund seeks a junior-level, Compliance & Impact (C&I) Associate to support meeting funder and CDFI certification reporting requirements, measuring and reporting mission-aligned impact, and promoting an organizational culture of learning. With an emphasis on data management, analysis, and visualization, this position will play a key role in helping the Leviticus Fund unlock greater value from its data especially as we continue to invest in the development and adoption of our Salesforce-based data management system. With the support of training and guidance by the Leviticus Fund team, this role provides an excellent opportunity to strengthen data management and analysis skills and acquire substantive experience supporting compliance and impact reporting within a mission-driven financial institution.

The ideal candidate will demonstrate interest and aptitude in supporting the critical functions of data quality management. As a member of the Compliance & Impact team, this position will be of direct support to meeting funder and CDFI certification reporting commitments by helping to ensure the accuracy, timeliness, and availability of required data. This position will also support ongoing efforts to strengthen the quality of organizational data across systems as well as major projects such as data migrations. These activities will help the Leviticus Fund achieve efficiencies in meeting our compliance obligations as well as deepen and enrich our measurement and management of impact, and help promote an organizational culture of curiosity, learning, and continuous improvement.

The C&I Associate will report to the Senior Director, Compliance & Impact and work closely with the Salesforce Business Analyst & IT Manager. The position will also collaborate with staff across the organization in areas of lending, portfolio management, resource development, marketing, and finance.

Compliance & Reporting

Prepare data required for reports for internal and external stakeholders including funders, the CDFI Fund, the Leviticus Fund team members, and board members
Contribute to proposals and reports by organizing data, synthesizing findings, and developing visualizations as needed
Support the creation of short data-rich narratives summarizing project- and organization-level impact for proposals and reports

Data Management

Support the collection, organization, merging, and cleaning of data from multiple platforms as well as critical processes such as data transformation (i.e. reformatting data to fit required structures), standardization, and validation
Identify and troubleshoot data quality issues across platforms, documenting findings and recommending process improvements
Support the Salesforce Business Analyst & IT Manager to advance the development and use of Salesforce, improve data quality, and complete major projects such as migrations

Data Analysis, Visualization, & Learning

Support quantitative and qualitative analyses to respond to ad hoc requests from internal stakeholders
Design, build, and maintain Power BI dashboards and reports that provide data required for compliance and reporting and insights for leadership and staff
Continuously improve data visualizations, moving beyond default chart types toward clear, audience-appropriate data storytelling

Qualifications & Attributes

Education, Experience & Capabilities

Bachelor’s degree in statistics, data science, public policy, finance, psychology, sociology or a related field; OR 2–3 years of direct experience in data management and analysis, impact measurement, data visualization, or a related area (in lieu of degree)
Demonstrated ability to review compliance agreements and extract relevant data and reporting requirements.
Demonstrated ability to clean and troubleshoot datasets from across multiple sources and platforms

Technical Skills

Working knowledge of Salesforce, including data management and reporting functions
Proficiency in Power BI for data analysis and visualizations that go beyond default chart types
Demonstrated ability to create dynamic and static dashboards that are clear, accurate, and useful to non-technical audiences
Demonstrated practical knowledge of Excel, including data manipulation, pivot tables, and formula-based analysis a plus

Communication & Collaboration

Strong written and verbal communication skills, including the ability to distill data into clear summaries and actionable recommendations for non-technical audiences
Strong attention to detail and a passion for data accuracy and completeness
Demonstrated ability to work both independently and collaboratively across teams with different levels of data literacy
Comfortable receiving and applying feedback; values continuous improvement and learning
Intellectually curious, self-directed, and motivated by mission-driven work

CDFI & Mission Context - A Plus

Experience working with Salesforce in a service-oriented organization
Demonstrated understanding of—or strong interest in—nonprofit lending operations, compliance reporting, and the community development finance sector
Familiarity with CDFI Fund certification and award reporting requirements
Commitment to equitable and resident-centered impact measurement and evaluation

Compensation & Work Arrangement

Salary range: $62,000–$72,000, commensurate with experience.

Leviticus offers generous benefits, including a 2.5% employer match, plus 7.5% discretionary contribution to a 403(B) plan, plus annual paid time off beginning at 25 days per year, increasing by a PTO day each year of employment up to a total of 30 PTO days per year. The starting salary for the Compliance & Impact Associate will be commensurate with the alignment of an applicant’s experience with the job requirements. We negotiate actual salary with final candidates.

This is a hybrid position. We prefer candidates who can work in our Tarrytown, NY office up to three days per week. Fully remote candidates with exceptional qualifications will be considered.

Don’t meet every requirement? Apply anyway.

We are more interested in the right person than the perfect resume. If this role speaks to you and you believe in what we’re building, we want to hear from you.

How to Apply

Please submit a letter of interest, resume, and salary requirements to [email protected]. Salary requirements must be provided to be considered.

Equal Opportunity Employer
The Leviticus Fund is an Equal Opportunity Employer and is committed to building a culturally diverse staff. We strongly encourage applications from female and minority candidates and candidates with disabilities.

Pay: $62,000.00 - $72,000.00 per year

Benefits:

403(b)
Dental insurance
Health insurance
Life insurance
On-site gym
Paid time off
Parental leave
Vision insurance

Work Location: Hybrid remote in Tarrytown, NY 10591

Quick Apply

Refine Your Search

portfolio analyst jobs in paramus, nj

Compliance & Impact Associate

Managing Director, Community Development Investment Group

Senior Underwriter - Revenue-Based Financing

Institutional Service Analyst - Registered Reps (Series 7) Needed-1-3 years of experience!

Financial Services Tech Consulting Manager - WAM - Aladdin

Financial Services Tech Consulting Manager - WAM - Aladdin

Analyst or Associate, Equity and Capital Solutions

CPaaS FinOps Lead

Analyst/Associate, Private Credit

Analyst/Associate, Software and Services M&A

Vice President, Product Management - Identity Management

Principal Analyst Relations Manager

Credit Analyst

Sr. Analyst/Analyst, Measurement Strategy

Associate Director, Real Estate Digital and AI

Emerging Capability & Strategic Transition Analyst

Investment Analyst/Associate- bilingual Korean

Markets Reporter, CNBC PRO

Sr. Manager, Consumer Insights - Brand & Audience

Data Manager & Evaluations, Health Equity

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