Top 37 Portfolio analyst Jobs in West Palm Beach Fl

Private Equity & Alternative Investments Analyst
Truist Bank —Palm Beach Gardens, FL
- Full-time
- English
- Mid-level
- Finance
- AD&D insurance
- Paid holidays
3d
Risk Analyst
US Claims Capital LLC —Boca Raton, FL
- Full-time
- Mid-level
- Analysis skills
- Communication skills
Quick Apply
FP&A Analyst
US Claims Capital LLC —Boca Raton, FL
- Mid-level
- Office
- Finance
Quick Apply
Analyst /Associate, Development (Commercial Office)
Related —West Palm Beach, FL
- Full-time
- Sales
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
Data Analyst
Storage Rentals of America —West Palm Beach, FL
- Mid-level
- SQL
- Analysis skills
- Paid parental leave
- Health savings account
Quick Apply
Equity Financial Analyst - Florida
Point72 —West Palm Beach, FL
- $150,000 - $240,000 a year
- Office
- Fair chance
- 1 year
- Health insurance
- Tuition reimbursement
Business Analyst
United Franchise Group —West Palm Beach, FL
- Full-time
- Bachelor of Science
- Office
- SQL
- Paid holidays
- Disability insurance
Quick Apply
3d
Marketing Data Analyst- Hybrid - Boca Raton FL
Lamark Media —Boca Raton, FL
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Computer Science
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Sr. Quantitative Finance Analyst
NextEra Energy, Inc. —Juno Beach, FL
- Full-time
- Doctoral degree
- Research
- Office
Principal Financial Analyst
NextEra Energy, Inc. —West Palm Beach, FL
- Full-time
- High school
- Office
- Finance
4d
Director of Post Acute Services
PBACO Holding LLC —Palm Springs, FL
- Full-time
- Nursing
- Master's degree
- 8 years
Quick Apply
Financial Analyst - Capital Solutions - Secondary Solutions Pod, West Palm Beach
Houlihan Lokey —West Palm Beach, FL
- $120,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Business development
Commercial Lease Analyst
Related —West Palm Beach, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- AD&D insurance
Quick Apply
Quantitative Finance Analyst
NextEra Energy, Inc. —Juno Beach, FL
- Full-time
- Research
- Office
- Residential
Sr. Analyst, Revenue Management
Storage Rentals of America —West Palm Beach, FL
- Computer science
- Computer Science
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
11d
Credit Analyst
Point72 —West Palm Beach, FL
- Research
- Mid-level
- Office
Business Manager
NextEra Energy, Inc. —Juno Beach, FL
- Full-time
- Office
- Bachelor's degree
- Mentoring
Capital Markets Analyst
Prime Group Holdings —Jupiter, FL
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
Client Accounts Analyst
Akerman LLP —West Palm Beach, FL
- Microsoft Excel
- 5 years
- Finance
Quick Apply
Senior Revenue Assurance Analyst
Buyers Edge Platform, LLC —Lake Worth, FL
- Hybrid work
- 5 years
- Office
- Finance
Quick Apply

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portfolio analyst jobs near west palm beach fl

Private Equity & Alternative Investments Analyst

Truist Bank -
Palm Beach Gardens, FL

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Job Details

Full-time
3 days ago

Benefits

AD&D insurance
Paid holidays
Health insurance
Dental insurance
RSU
Pension plan
Vision insurance
Life insurance

Qualifications

Presentation software
Spreadsheets
English
Business consulting
Bachelor's degree
Corporate finance
Investment banking
Quantitative analysis
Alternative investment
Quantitative research

Full Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Working under the direction of senior investment professionals, the Private Capital Analyst supports the sourcing, evaluation, due diligence, selection, implementation, and ongoing monitoring of private investment opportunities across private equity, private credit, private real assets, secondaries, co-investments, and fund-of-funds strategies.

The analyst is responsible for conducting investment research, analyzing manager performance and portfolio construction, preparing investment memoranda, supporting operational due diligence activities, and producing ongoing monitoring reports for approved managers and funds. The role requires strong analytical, quantitative, and communication skills, as well as a passion for private markets investing and manager research.

The analyst also serves as a resource for advisors and clients by helping develop and present educational content, investment insights, and portfolio construction guidance related to private equity and broader private capital allocations.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree in finance, Economics, Accounting, Business, Mathematics, or related field.

1-5 years of experience in: Private equity, Investment management, Investment banking, Consulting, Asset management, Manager research, Corporate finance

Strong analytical, research, and quantitative skills.
Maintain knowledge of evolving fund structures, evergreen vehicles, co-investment programs, continuation vehicles, and secondary strategies.
Advanced proficiency in Microsoft Excel and PowerPoint.

Preferred Qualifications:

Desired Skills:

Experience conducting investment due diligence on private equity managers and funds.
Familiarity with private equity fund structures including legal and subscription documentation.
Progress toward or attainment of professional designations such as: CFA or CAIA
Experience with investment databases and research platforms such as Preqin, PitchBook, CAIS,
Understanding of portfolio construction and asset allocation principles for private market investments.
Experience supporting high-net-worth or institutional investors.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

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Please review the following job description:

The analyst also serves as a resource for advisors and clients by helping develop and present educational content, investment insights, and portfolio construction guidance related to private equity and broader private capital allocations.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree in finance, Economics, Accounting, Business, Mathematics, or related field.

1-5 years of experience in: Private equity, Investment management, Investment banking, Consulting, Asset management, Manager research, Corporate finance

Strong analytical, research, and quantitative skills.

Maintain knowledge of evolving fund structures, evergreen vehicles, co-investment programs, continuation vehicles, and secondary strategies.

Advanced proficiency in Microsoft Excel and PowerPoint.

Preferred Qualifications:

Desired Skills:

Experience conducting investment due diligence on private equity managers and funds.

Familiarity with private equity fund structures including legal and subscription documentation.

Progress toward or attainment of professional designations such as: CFA or CAIA

Experience with investment databases and research platforms such as Preqin, PitchBook, CAIS,

Understanding of portfolio construction and asset allocation principles for private market investments.

Experience supporting high-net-worth or institutional investors.