Portfolio Analyst Salary at United Nations Development Programme BETA

Capital Markets Analyst Location: Fort Washington, PA (Onsite | 5 Days/Week) Permanent | Full-Time | In-Office Salary - $80k - $90k Stelvio Group is working with a market-leading insurance investment firm to hire a Capital Markets Analyst for their growing team in Fort Washington, PA. This is a permanent, full-time opportunity requiring Monday–Friday onsite attendance. About the Role This is a high-exposure position working directly with two Managing Directors based in Fort Washington and London. You'll help develop and manage relationships with institutional investors across debt, equity, and insurance-linked structures in the life settlements market, while also supporting strategic initiatives including M&A transactions and Insurtech development. Key Responsibilities: Create and refine transaction summaries, term sheets, and pitch materials using PowerPoint and Word Build and manage financial models and analytical outputs in Excel Conduct market research and opportunity assessments f

The Role We are seeking an Alternatives-focused Portfolio Analyst to join our Stamford, CT office. The Portfolio Analyst works across a range of clients, including Endowments & Foundations, Pension Plans, Family Office and Financial Intermediaries. They will be responsible for formulating investment policy and guidelines, and making strategy and fund recommendations based on portfolio construction process, research platform and house view. Responsibilities o Advise the companies clients and take ownership of the client relationships. o Assist clients with formulating investment policy and guidelines, and make recommendations to them related to individual funds, strategy, or general portfolio characteristics based on these guidelines. o Construct and actively monitor client portfolios with reference to portfolio pacing, monthly / quarterly performance, risk, exposures, research ratings, all while understanding the portfolio's objectives within the context of the total asset allocation.

Job Type Full-time Description Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm. In this role the candidate will not only be responsible for the technical tasks below but will also have the opportunity to learn the soft skills necessary to be successful in their interactions with people at all levels. The Portfo

Our client - a Multifamily Office in San Francisco - is looking to add a strong and analytically minded finance professional to their Portfolio Management team. The client solely works with Ultra-High Net Worth Clients, so experience working with these types of clients will be imperative. In the role, you will be responsible for: Asset Allocation Analysis and providing Investment recommendations Estate and Financial Planning Managing relationships and providing tailored investment analysis to Ultra-High Net Worth clients Prepare and rebalance client balance sheets Equities Trading, Options trading Qualifications: Bachelors Degree in Business, Finance, Economics, or similar Experience working with Ultra-High Net worth investors is required Asset Allocation experience is required We are open to speaking with candidates ranging from 2-8 years of experience.

Our client - a Multifamily Office in San Francisco - is looking to add a strong and analytically minded finance professional to their Portfolio Management team. The client solely works with Ultra-High Net Worth Clients, so experience working with these types of clients will be imperative. In the role, you will be responsible for: Asset Allocation Analysis and providing Investment recommendations Estate and Financial Planning Managing relationships and providing tailored investment analysis to Ultra-High Net Worth clients Prepare and rebalance client balance sheets Equities Trading, Options trading Qualifications: Bachelors Degree in Business, Finance, Economics, or similar Experience working with Ultra-High Net worth investors is required Asset Allocation experience is required We are open to speaking with candidates ranging from 2-8 years of experience.

Our client - a Multifamily Office in San Francisco - is looking to add a strong and analytically minded finance professional to their Portfolio Management team. The client solely works with Ultra-High Net Worth Clients, so experience working with these types of clients will be imperative. In the role, you will be responsible for: Asset Allocation Analysis and providing Investment recommendations Estate and Financial Planning Managing relationships and providing tailored investment analysis to Ultra-High Net Worth clients Prepare and rebalance client balance sheets Equities Trading, Options trading Qualifications: Bachelors Degree in Business, Finance, Economics, or similar Experience working with Ultra-High Net worth investors is required Asset Allocation experience is required We are open to speaking with candidates ranging from 2-8 years of experience.

Overview: An independently owned New York-based real estate investment management firm is seeking a highly motivated Portfolio Management Analyst to support its growing multifamily investment portfolios. The firm was established in 1969 and currently has $9.3 billion of institutional quality real estate assets under management. The Analyst will be working on a range of multifamily investment strategies and will be engaged in all aspects of the real estate investment process, including analyzing and executing new investment opportunities; formulating new investment strategies and marketing materials; ongoing financial modeling and liquidity management; and investor reporting. This role will be apart of the acquisitions and transactions team. Responsibilities What You’ll Do: • Develop customized investor and prospective investor memorandums and presentations • Monitor property-level performance through variance analysis and market research • Maintain and analyze fund-level financial mode

Our client - a Multifamily Office in San Francisco - is looking to add a strong and analytically minded finance professional to their Portfolio Management team. The client solely works with Ultra-High Net Worth Clients, so experience working with these types of clients will be imperative. In the role, you will be responsible for: Asset Allocation Analysis and providing Investment recommendations Estate and Financial Planning Managing relationships and providing tailored investment analysis to Ultra-High Net Worth clients Prepare and rebalance client balance sheets Equities Trading, Options trading Qualifications: Bachelors Degree in Business, Finance, Economics, or similar Experience working with Ultra-High Net worth investors is required Asset Allocation experience is required We are open to speaking with candidates ranging from 2-8 years of experience.