Top 550 Portfolio analyst Jobs in White Plains Ny

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
11d
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
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Relocation assistance
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Portfolio Analyst
Vtech Solution Inc —White Plains, NY
- $30 - $37 an hour
- Full-time
- Hybrid work
- Mid-level
- SharePoint
- Communication skills
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
Strategy and Business Process Analyst (Remote)
Siemens Healthineers —Tarrytown, NY
- $89,220 - $122,683 a year
- Full-time
- Remote
- Mid-level
- 3 years
- SQL
- Disability insurance
- Health insurance
Private Equity Summer Analyst, Summer 2027
Nepternship —New York, NY
- $40 - $50 an hour
- Microsoft Excel
- Writing skills
- Office
- Health savings account
- Relocation assistance
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Quantitative Portfolio Analyst – 2026 Grad
Point72 —New York, NY
- $150,000 - $200,000 a year
- Office
- Finance
- Project management
- Health insurance
- Tuition reimbursement
Financial Analyst - Customer Service
Siemens Healthineers —Tarrytown, NY
- $98,140 - $134,937 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Microsoft Office
- Disability insurance
- Health insurance
Senior Underwriter - Revenue-Based Financing
Fundfi Merchant Funding —New York, NY
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Office
- Finance
- Paid holidays
- Health insurance
Quick Apply
Managing Director, Community Development Investment Group
New York State Energy Research —New York, NY
- $172,787 - $213,995 a year
- Full-time
- 5 years
- Office
- Presentation skills
Director, Data Science
CardWorks Servicing LLC —Woodbury, NY
- $146,409 - $162,676 a year
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Office
- AD&D insurance
- Paid holidays
Quick Apply
3d
Financial Services Tech Consulting Manager - WAM - Aladdin
EY —New York, NY
- $128,400 - $267,400 a year
- Computer Science
- Research
- 3 years
- Paid holidays
- Health insurance
Financial Services Tech Consulting Manager - WAM - Aladdin
EY —New York, NY
- $128,400 - $267,400 a year
- Computer Science
- Research
- 3 years
- Paid holidays
- Health insurance
Vice President, Product Management - Identity Management
Okta —New City, NY
- $329,000 - $452,000 a year
- Hybrid work
- 11+ years
- Product management
- Mentoring
Quick Apply
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
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, 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
Senior Product Manager, AI Platform (B2C exp in fintech, retail investing, financial media)
Versant Media —Englewood Cliffs, NJ
- $125,000 - $170,000 a year
- Email
- 5 years
- Product management
- Senior level
- Retirement plan
Quick Apply
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
Credit Analyst
Macquarie Group Limited —New York, NY
- $90,000 - $110,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Health savings account

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Compliance & Impact Associate

Leviticus Fund
Tarrytown, NY

Quick Apply

Job Details

Full-time
$62,000 - $72,000 a year
11 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 white plains ny

Compliance & Impact Associate

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

Portfolio Analyst

Private Credit Portfolio Management Analyst

Strategy and Business Process Analyst (Remote)

Private Equity Summer Analyst, Summer 2027

Quantitative Portfolio Analyst – 2026 Grad

Financial Analyst - Customer Service

Senior Underwriter - Revenue-Based Financing

Managing Director, Community Development Investment Group

Director, Data Science

Financial Services Tech Consulting Manager - WAM - Aladdin

Financial Services Tech Consulting Manager - WAM - Aladdin

Vice President, Product Management - Identity Management

Analyst/Associate, Software and Services M&A

Analyst or Associate, Equity and Capital Solutions

Analyst/Associate, Private Credit

Senior Product Manager, AI Platform (B2C exp in fintech, retail investing, financial media)

Associate Director, Real Estate Digital and AI

Credit Analyst

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