595 Hedge Fund Analysis jobs in the United States

Portfolio Analysis Manager

11801 Hicksville, New York PSEG Long Island

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

**Requisition** : 82008
**PSEG Company** : PSEG Long Island
**Salary Range** : $ 117,900 - $219,100
**Work Location Category** : Hybrid Fixed
We're one of the country's largest energy companies, with a vision of powering a future where people use less energy, and it's cleaner, safer and delivered more reliably than ever. We're also deeply connected to the communities we serve, with more than 13,000 employees working together to support our customers and make a difference every day.
Here, you'll have the stability and exciting opportunities that come with being a Fortune 500 company - along with a supportive, friendly work environment where your contributions are valued. We know life isn't one-size-fits-all, and neither is work. That's why we offer flexible work options depending on the role.
In support of this model, roles have been categorized into one of three work location categories:
1. Onsite - roles where employees are expected to be onsite daily.
2. Hybrid fixed - roles that are a mix of remote work and onsite work fixed days each week.
3. Hybrid flexible - roles that are a mix of remote work and onsite work, but the onsite requirements have greater flexibility. (i.e. 5-8 days a month vs. set days each week).
As an employee, if you are regularly scheduled to work 20 or more hours per week, you will have access to a wide range of comprehensive benefits eligible the first of the month coincident with or following your date of hire., designed to support your total well-being: medical, dental, vision, paternal leave and family leave programs, behavioral health programs, 401(k) with company match, life insurance, tuition reimbursement, and generous paid time off.
More than 13,000 people already call PSEG their work home, taking pride in providing safe, reliable service to millions of customers. If you're looking for a place where you can build a meaningful career and help power and support our communities, we'd love to welcome you to the team.
PSEG is not offering visa sponsorship for this position.
**Job Summary**
This position provides strategic leadership and governance for the Investment Delivery Assurance organization and the broader Long Island T&D team in managing the entire capital investment plan, which exceeds 600 million annually. This Manager will provide financial risk assessment within all Portfolio investment decisions along with operational and analytical expertise to assist the VP of Operations with critical strategic decisions within a given capital investment cycle. This position will work collaboratively with PSEG-LI senior leadership and the Manager of Investment Delivery Assurance providing decision support analysis that will drive strategic direction associated with executing the capital portfolio. The governance that this role provides will assure attainment of the critical OSA metrics that drive Long Island T&D performance.
**Job Responsibilities**
+ Lead the development of the annual and 8-year capital portfolio by collaborating with Finance, Asset Management, Engineering, Planning, Operations, and Project Management stakeholders to ensure alignment with strategic, regulatory, and operational objectives.
+ Develop & document portfolio risk register and related risk mitigation strategies, and implement the risk mitigation plans to recover capital spend-at-risk & system risk exposure. Oversees or monitors all financial risk management activities of the T&D organization.
+ Analyze portfolio performance and identify opportunities to improve capital efficiency and delivery.
+ Maintain and update capital portfolio governance policies, processes, and documentation.
+ Ensure consistency and transparency in capital project intake, evaluation, approval, and performance monitoring.
+ Prepare executive-level presentations and analysis to support internal and external senior leaders.
+ Act as the primary point of contact for T&D capital portfolio matters and collaborate with Finance to align portfolio investments with funding availability and rate case filings.
**Job Specific Qualifications**
+ Bachelor's degree with emphasis in Accounting, Finance, Engineering, Economics, Project Management, or relevant degree.
+ Minimum of 10 years of portfolio planning & integration, cost control & accounting, project & portfolio management, and risk management experience that also includes performing financial, operational, quality, and/or compliance audits.
+ Demonstrated leadership and technical skills with experience in change management, construction, portfolio integration, financial analysis, and work planning competencies. Proven experience working with financial statements, accrual accounting and performance measurement and analysis.
+ Excellent oral, written, and interpersonal communications skills.
+ Proven ability to interface effectively across all levels of management.
**Desired**
+ MBA or advanced management training.
+ Experience in Utility Operations; Compliance with Sarbanes-Oxley.
+ Familiar with regulatory frameworks and capital recovery mechanisms in the utility industry.
+ Experience implementing governance structures and continuous process improvements.
+ Demonstrated success in influencing enterprise capital investment strategies.
+ Experience with Financial Analysis and Managerial Accounting with SAP.
+ Proficient with portfolio management tools (e.g., Primavera, Power BI, SAP, Spend Optimization Suite, or similar systems) preferred.
+ PMP (Project Management Professional) certification.
+ Certification in Risk Management (CRM, RMP, PMI-RM, etc.)
Some positions at PSEG require access to information covered by the Department of Energy's regulation 10 CFR 810 (Part 810). If applicable, the successful applicant must prove they are: (1) a citizen or national of the USA; OR (2) a lawful permanent resident of the United States (Non-Conditional Permanent I-551 / Green Card / Permanent Resident Card holder); OR (3) a citizen, national, or permanent resident of a "Generally Authorized" destination on the attached list and not also a citizen, national, permanent resident of any country not listed; OR (4) a "Protected Individual" under the Immigration and Naturalization Act (8 U.S.C 1324b(a)(3)).
As an employee of PSEG Long Island, you should be aware that during storm/outage restoration efforts, you may be required to perform functions different from normal operations and work extended hours beyond your regular work schedule. You may also be required to work on premise or in an alternate location as directed by the company.
For all roles, PSEGLI's drug and alcohol testing program includes pre-employment testing, testing for cause, and post-incident/accident testing.
Employees who are hired or transfer into a federally regulated role (including positions covered by USDOT, PHMSA, or NRC regulations) are subject to random drug and alcohol testing, inclusive of marijuana. Although numerous states throughout the country have legalized marijuana/cannabis products recreationally and medically, the use of these products are prohibited for employees in federally regulated roles. Please note that the use of CBD products may result in a positive drug test for THC/Marijuana and such use is not a legitimate medical explanation for a positive result.
If you are a current PSEG employee and offered an opportunity with PSEG Long Island, you will be treated as a new hire. Please note that as a new hire to the Long Island subsidiary, your benefits will change and generally will be consistent with other similarly situated PSEG Long Island new hires. Similarly, for PSEG Long Island employees who accept job opportunities with PSEG or any of its subsidiaries (other than PSEG Long Island), their benefits will change and generally be consistent with other similarly situated new hires of that company.
PSEGLI is an equal opportunity employer, dedicated to a policy of non-discrimination in employment, including the hiring process, based on any legally protected characteristic. Legally protected characteristics include race, color, religion, national origin, sex, age, marital status, sexual orientation, disability or veteran status or any other characteristic protected by federal, state, or local law in locations where PSEG employs individuals.
PSEGLI is committed to providing reasonable accommodations to individuals with disabilities. If you have a disability and need assistance applying for a position, please call or email
If you need to request a reasonable accommodation to perform the essential functions of the job, email Any information provided regarding a disability will be kept strictly confidential and will not be shared with anyone involved in making a hiring decision.
ADDITIONAL EEO INFORMATION (Click link below)
Know your Rights: Workplace Discrimination is Illegal
View Now

Staff, Portfolio Analysis

10176 New York, New York Warner Bros. Discovery

Posted 16 days ago

Job Viewed

Tap Again To Close

Job Description

**_Welcome to Warner Bros. Discovery. the stuff dreams are made of._**
**Who We Are.**
When we say, "the stuff dreams are made of," we're not just referring to the world of wizards, dragons and superheroes, or even to the wonders of Planet Earth. Behind WBD's vast portfolio of iconic content and beloved brands, are the _storytellers_ bringing our characters to life, the _creators_ bringing them to your living rooms and the _dreamers_ creating what's next.
From brilliant creatives, to technology trailblazers, across the globe, WBD offers career defining opportunities, thoughtfully curated benefits, and the tools to explore and grow into your best selves. Here you are supported, here you are celebrated, here you can thrive.
**Your New Role:**
We are seeking a detail-oriented and strategic Staff, Portfolio Analysis to support the execution, financial tracking, and vendor governance of critical technology initiatives across Warner Bros. Discovery's Converged Advertising, Global Affiliate Systems, and International Linear businesses. This role will provide transparency and accountability across a large, complex portfolio, partnering with leadership to drive operational excellence, financial control, and program visibility.
**Your Role Accountabilities:**
**Program & Delivery Analytics**
- Maintain a centralized view of all in-flight technology programs-tracking status, key milestones, resource allocations, and risks
- Measure execution health through KPIs such as delivery velocity, sprint throughput, milestone adherence, and deployment cadence
- Support analysis of backlog aging, scope shifts, dependency mapping, and release tracking across platforms
- Collaborate with TPMs, Product, and Engineering to resolve delivery blockers and resource misalignments proactively
**Operational Reporting & Executive Communication**
- Build and maintain executive dashboards, scorecards, and monthly business reviews for Technology and Finance leadership
- Present complex delivery and financial data in clear, concise formats tailored to senior stakeholders
- Standardize reporting around business impact, cost-to-complete, platform ROI, and cross-team interlocks
- Drive alignment on OKRs and develop custom visualizations in Power BI, Tableau, or Excel for decision support
**Vendor Management & Billing Oversight**
- Oversee vendor financial operations, including timecard submissions, invoice validation, and burn rate analysis
- Ensure alignment of vendor activities to contractual obligations, rate cards, and scope of work
- Track vendor productivity metrics (e.g., cost per sprint point, average delivery lead time) and support vendor review cycles
- Partner with Procurement and Finance on rate benchmarking, contract reconciliation, and vendor onboarding governance
**Additional Responsibilities**
- Partner with Finance to reconcile forecast vs. actuals, reallocate funds, and develop innovative metrics like value per dollar, engineering ROI, and unit economics
- Support quarterly planning, resource modeling, and executive budget asks
- Drive adoption of best practices in technology-financial hygiene, reporting automation, and risk heatmaps
**Your Qualifications & Experiences:**
- 8+ years in portfolio analytics, technology finance, vendor governance, or business operations
- Proven experience with timecard systems, vendor billing workflows, and program metrics
- Proficient in Excel, PowerPoint, Tableau/Power BI; familiarity with JIRA, Smartsheet, SAP, or Clarity is a plus
- Strong executive communication and data storytelling skills
- Background in complex technology organizations with cross-functional dependencies
**Preferred Qualifications**
- Experience in AdTech, broadcast/linear systems, or affiliate distribution
- MBA, PMP, or finance certification (CPA, CFA) preferred
- Prior experience with technology vendor ecosystems and financial control frameworks
**How We Get Things Done.**
This last bit is probably the most important! Here at WBD, our guiding principles are the core values by which we operate and are central to how we get things done. You can find them at along with some insights from the team on what they mean and how they show up in their day to day. We hope they resonate with you and look forward to discussing them during your interview.
**Championing Inclusion at WBD**
Warner Bros. Discovery embraces the opportunity to build a workforce that reflects a wide array of perspectives, backgrounds and experiences. Being an equal opportunity employer means that we take seriously our responsibility to consider qualified candidates on the basis of merit, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity or expression, age, mental or physical disability, and genetic information, marital status, citizenship status, military status, protected veteran status or any other category protected by law.
If you're a qualified candidate with a disability and you require adjustments or accommodations during the job application and/or recruitment process, please visit our accessibility page ( for instructions to submit your request.
In compliance with local law, we are disclosing the compensation, or a range thereof, for roles in locations where legally required. Actual salaries will vary based on several factors, including but not limited to external market data, internal equity, location, skill set, experience, and/or performance. Base pay is just one component of Warner Bros. Discovery's total compensation package for employees. Pay Range: $144,760.00 - $268,840.00 salary per year. Other rewards may include annual bonuses, short- and long-term incentives, and program-specific awards. In addition, Warner Bros. Discovery provides a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays and sick time and vacation.
View Now

Senior IT Portfolio Analysis Lead

20022 Washington, District Of Columbia ClearanceJobs

Posted today

Job Viewed

Tap Again To Close

Job Description

Portfolio Management Specialist

Location: Arlington, VA (Hybrid 3 days on-site and 2 days remote)

Client: NAVY

Clearance: Active Secret or Higher

Experience:

  • DITPR DON Management (125+ systems)
  • DADMS Management (120+ applications)
  • Software Benefits Management (Enterprise License Agreement)
  • Functional Area Management (FAM) / Line of Business Manager
  • Portfolio Strategic Development
  • Experience with PBIS-IT and/or Enterprise Architecture is a bonus.

group id:

View Now

Senior IT Portfolio Analysis Lead

22201 Arlington, Virginia E-talentnetwork

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

Job title: Portfolio Management Specialist
Location: Arlington VA (Hybrid 3 days on-site and 2 days remote)
Telework: Authorized with agreement
Client: NAVY
Clearance: Active Secret or Higher
Experience:
• DITPR DON Management (125+ systems)
• DADMS Management (120+ applications)
• Software Benefits Management (Enterprise License Agreement)
• Functional Area Management (FAM) / Line of Business Manager
• Portfolio Strategic Development

Experience with PBIS-IT and/or Enterprise Architecture is a bonus.
View Now

Business Analyst- Portfolio Performance Analysis Group

11210 Brooklyn, New York JPMorgan Chase Bank, N.A.

Posted today

Job Viewed

Tap Again To Close

Job Description

If you want to make valuable contributions to your team and expand your knowledge, skills, and expertise in Wealth Management, then J.P. Morgan Asset & Wealth Management's (JPWM) Portfolio Analysis Group (PAG) has a great opportunity for you. As a member of J.P. Morgan Advisors (JPMA) and Chase Wealth Management (CWM), you will be responsible performance measurement, Data Validation, and portfolio analytics for external clients and you will serve as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.

As an Business Analyst- Portfolio Performance Analysis Group in Wealth Management Operations, you will be responsible for conducting Portfolio & Performance Analysis in Wealth Management run analysis and activities which include, performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis and account analysis and construction. You will be instrumental in helping external clients understand drivers of performance in their portfolios and internally measure the effectiveness of our Wealth Management products and strategies and there will be high exposure to relationships relevant to First Republic Bank and legacy systems which will integrate into our Strategic Performance tools. You will also directly support the front-office Advisors, addressing ad-hoc client inquiries related to their investment performance by providing detailed account level analysis.

Job responsibilities

  • Own responsibilities for our Wealth Management (WM) Account and continuation of servicing clients in legacy platform, creating best practices, optimizing processes, examining current constructions with rigor, etc.
  • Liaise with key business partners to ensure appropriate account/strategy performance and technology development and collaborate with regional Tech & India PAG team in the production of accurate and timely performance measurement figures for our WM line of business
  • Create opportunities for new high value-added outputs in the portfolio analytics, risk statistics and strategy vs benchmark analytics arenas
  • Respond in a timely fashion to inquiries from front-office financial advisors regarding performance reports, customized calculations and portfolio analytics; Serve as a subject matter expert (Business-As-Usual)
  • Acclimate and participate in PAG's new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings from many of our strategic products and platforms
  • Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes
  • Contribute on short-term, medium-term and longer-term strategic projects that focus on improving the PAG's service offering and data quality. Included, but not limited to, design, development, and testing of the Connect Wealth platform offering
Required qualifications, capabilities, and skills
  • 1+ years' of experience in project and performance measurement
  • Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high-quality institution
  • Solid analytical ability to research and analyze complex data sets
  • Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
  • Interact and communicate effectively - written and verbal - throughout all organizational levels and roles
Preferred qualifications, capabilities, and skills
  • Knowledge of Global Investment Performance Standards (GIPS) and composite practices
  • Certificate in Investment Performance Measurement/Chartered Financial Analyst (CIPM/CFA) or progress toward designation
  • Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture
  • Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
  • Ability to communicate complex financial and mathematical concepts effectively to senior management, technology partners, risk & controls, and other stakeholders
  • Confidently interact effectively with front-office personnel while working toward tight deadlines in a high-pressure environment


JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Brooklyn,NY $68,400.00 - $92,000.00
View Now

Business Analyst- Portfolio Performance Analysis Group

11225 Crown Heights, New York JPMorgan Chase

Posted today

Job Viewed

Tap Again To Close

Job Description

If you want to make valuable contributions to your team and expand your knowledge, skills, and expertise in Wealth Management, then J.P. Morgan Asset & Wealth Management's (JPWM) Portfolio Analysis Group (PAG) has a great opportunity for you. As a member of J.P. Morgan Advisors (JPMA) and Chase Wealth Management (CWM), you will be responsible performance measurement, Data Validation, and portfolio analytics for external clients and you will serve as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
As an Business Analyst- Portfolio Performance Analysis Group in Wealth Management Operations, you will be responsible for conducting Portfolio & Performance Analysis in Wealth Management run analysis and activities which include, performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis and account analysis and construction. You will be instrumental in helping external clients understand drivers of performance in their portfolios and internally measure the effectiveness of our Wealth Management products and strategies and there will be high exposure to relationships relevant to First Republic Bank and legacy systems which will integrate into our Strategic Performance tools. You will also directly support the front-office Advisors, addressing ad-hoc client inquiries related to their investment performance by providing detailed account level analysis.
**Job responsibilities**
+ Own responsibilities for our Wealth Management (WM) Account and continuation of servicing clients in legacy platform, creating best practices, optimizing processes, examining current constructions with rigor, etc.
+ Liaise with key business partners to ensure appropriate account/strategy performance and technology development and collaborate with regional Tech & India PAG team in the production of accurate and timely performance measurement figures for our WM line of business
+ Create opportunities for new high value-added outputs in the portfolio analytics, risk statistics and strategy vs benchmark analytics arenas
+ Respond in a timely fashion to inquiries from front-office financial advisors regarding performance reports, customized calculations and portfolio analytics; Serve as a subject matter expert (Business-As-Usual)
+ Acclimate and participate in PAG's new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings from many of our strategic products and platforms
+ Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes
+ Contribute on short-term, medium-term and longer-term strategic projects that focus on improving the PAG's service offering and data quality. Included, but not limited to, design, development, and testing of the Connect Wealth platform offering
**Required qualifications, capabilities, and skills**
+ 1+ years' of experience in project and performance measurement
+ Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high-quality institution
+ Solid analytical ability to research and analyze complex data sets
+ Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
+ Interact and communicate effectively - written and verbal - throughout all organizational levels and roles
**Preferred qualifications, capabilities, and skills**
+ Knowledge of Global Investment Performance Standards (GIPS) and composite practices
+ Certificate in Investment Performance Measurement/Chartered Financial Analyst (CIPM/CFA) or progress toward designation
+ Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture
+ Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
+ Ability to communicate complex financial and mathematical concepts effectively to senior management, technology partners, risk & controls, and other stakeholders
+ Confidently interact effectively with front-office personnel while working toward tight deadlines in a high-pressure environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Brooklyn,NY $68,400.00 - $92,000.00
View Now

Business Analyst- Portfolio Performance Analysis Group

11201 Brooklyn, New York JPMorgan Chase Bank, N.A.

Posted 21 days ago

Job Viewed

Tap Again To Close

Job Description

Permanent
If you want to make valuable contributions to your team and expand your knowledge, skills, and expertise in Wealth Management, then J.P. Morgan Asset & Wealth Management's (JPWM) Portfolio Analysis Group (PAG) has a great opportunity for you. As a member of J.P. Morgan Advisors (JPMA) and Chase Wealth Management (CWM), you will be responsible performance measurement, Data Validation, and portfolio analytics for external clients and you will serve as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.

As an Business Analyst- Portfolio Performance Analysis Group in Wealth Management Operations, you will be responsible for conducting Portfolio & Performance Analysis in Wealth Management run analysis and activities which include, performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis and account analysis and construction. You will be instrumental in helping external clients understand drivers of performance in their portfolios and internally measure the effectiveness of our Wealth Management products and strategies and there will be high exposure to relationships relevant to First Republic Bank and legacy systems which will integrate into our Strategic Performance tools. You will also directly support the front-office Advisors, addressing ad-hoc client inquiries related to their investment performance by providing detailed account level analysis.

Job responsibilities

  • Own responsibilities for our Wealth Management (WM) Account and continuation of servicing clients in legacy platform, creating best practices, optimizing processes, examining current constructions with rigor, etc.
  • Liaise with key business partners to ensure appropriate account/strategy performance and technology development and collaborate with regional Tech & India PAG team in the production of accurate and timely performance measurement figures for our WM line of business
  • Create opportunities for new high value-added outputs in the portfolio analytics, risk statistics and strategy vs benchmark analytics arenas
  • Respond in a timely fashion to inquiries from front-office financial advisors regarding performance reports, customized calculations and portfolio analytics; Serve as a subject matter expert (Business-As-Usual)
  • Acclimate and participate in PAG's new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings from many of our strategic products and platforms
  • Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes
  • Contribute on short-term, medium-term and longer-term strategic projects that focus on improving the PAG's service offering and data quality. Included, but not limited to, design, development, and testing of the Connect Wealth platform offering

Required qualifications, capabilities, and skills
  • 1+ years' of experience in project and performance measurement
  • Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high-quality institution
  • Solid analytical ability to research and analyze complex data sets
  • Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
  • Interact and communicate effectively - written and verbal - throughout all organizational levels and roles

Preferred qualifications, capabilities, and skills
  • Knowledge of Global Investment Performance Standards (GIPS) and composite practices
  • Certificate in Investment Performance Measurement/Chartered Financial Analyst (CIPM/CFA) or progress toward designation
  • Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture
  • Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
  • Ability to communicate complex financial and mathematical concepts effectively to senior management, technology partners, risk & controls, and other stakeholders
  • Confidently interact effectively with front-office personnel while working toward tight deadlines in a high-pressure environment

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Brooklyn,NY $68,400.00 - $92,000.00

Apply Now
Be The First To Know

About the latest Hedge fund analysis Jobs in United States !

Value Analysis Portfolio Manager

98194 Seattle, Washington University of Washington

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

**Job Description**
**UWMed Supply Chain Value Analysis** has an outstanding opportunity for a **Value Analysis Portfolio Manager**
_WORK SCHEDULE_
Full Time
Hybrid (3 days or more per week)
Monday - Friday
_DEPARTMENT DESCRIPTION_
The Value Analysis Department within UW Medicine Supply Chain plays a critical role in advancing clinical and financial excellence across the health system. Focused on strategic sourcing, product standardization, and cost containment, the team collaborates with clinical, administrative, and operational leaders to evaluate surgical and medical products, technologies, and services. Through data-driven analysis, project facilitation, and contract compliance oversight, the department ensures value-based decision-making that supports high-quality patient care, operational efficiency, and fiscal stewardship. The department also leads system-wide initiatives, educates stakeholders on value analysis principles, and maintains rigorous tracking of savings and outcomes.
_POSITION HIGHLIGHTS_
+ Lead Surgical Services Value Analysis & Facilitation
+ Project & Fiscal Oversight with Data-Driven Strategy
+ Contract Compliance & Strategic Sourcing Integration
_PRIMARY JOB RESPONSIBILITIES_
+ **Facilitate and manage value analysis initiatives** by collaborating with hospital and system-level leaders to develop and implement cost management programs, standardize products and processes, and promote quality improvement. Lead product evaluations, maintain project trackers, and educate staff on value analysis principles and procedures.
+ **Analyze data to drive fiscal efficiency** , identifying opportunities for cost savings, improved supply utilization, and process enhancements. Monitor purchasing patterns, evaluate group purchasing contracts, and recommend changes to improve clinical and operational outcomes.
+ **Oversee contract compliance and supplier performance** , ensuring adherence to state and federal procurement regulations. Manage strategic supplier relationships, complete required procurement training, and participate in delegated signature authority processes as approved by leadership.
_REQUIRED QUALIFICATIONS_
+ Bachelor's Degree in healthcare field
+ Four to five years of experience in a clinical or other healthcare field
+ Ability to work in a high-volume environment where great emphasis is placed on customer service and creative problem solving skills
+ Ability to plan, organize, implement and complete projects.
+ Ability to perform complex financial analysis
+ Demonstrated knowledge of and experience in developing, negotiating, and administering major procurement contracts for technically complex goods and services
+ Knowledge of and demonstrated experience in computer skills including spreadsheet and word processing, electronic mail, WEB-based activities, and the utilization of automated systems used in inventory replenishment and distribution activities
OR
+ An equivalent of education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.
**Compensation, Benefits and Position Details**
**Pay Range Minimum:**
$99,996.00 annual
**Pay Range Maximum:**
$140,004.00 annual
**Other Compensation:**
-
**Benefits:**
For information about benefits for this position, visit Shift (United States of America)
**Temporary or Regular?**
This is a regular position
**FTE (Full-Time Equivalent):**
100.00%
**Union/Bargaining Unit:**
Not Applicable
**About the UW**
Working at the University of Washington provides a unique opportunity to change lives - on our campuses, in our state and around the world.
UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty.
**Our Commitment**
The University of Washington is proud to be an affirmative action and equal opportunity employer ( . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
To request disability accommodation in the application process, contact the Disability Services Office at or .
Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law ( .
University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.
View Now

Director, Portfolio Insights and Analysis-GCSO (Raritan, NJ)

08869 Raritan, New Jersey J&J Family of Companies

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at Function:**
Marketing
**Job Sub** **Function:**
Marketing Insights & Analytics
**Job Category:**
Professional
**All Job Posting Locations:**
Raritan, New Jersey, United States of America
**Job Description:**
Johnson & Johnson Innovative Medicine is currently seeking a Director, Portfolio Insights and Analysis to join our Global Commercial Strategy Organization (GCSO) team located in Raritan, NJ.
**About Innovative Medicine**
Our expertise in Innovative Medicine is informed and inspired by patients, whose insights fuel our science-based advancements. Visionaries like you work on teams that save lives by developing the medicines of tomorrow.
Join us in developing treatments, finding cures, and pioneering the path from lab to life while championing patients every step of the way.
Learn more at successful candidate will lead Portfolio Insights and Analysis, and develop, refine, and maintain robust portfolio insights capabilities to aid in enterprise-wide portfolio decision-making at GCSO. The position will drive insights and provide an independent view to the GCSO SLT for cross-Therapeutic Area (TA) and cross-DAS (Disease Area Stronghold) portfolio-related decisions and support J&J Global Commercial leadership. The position is accountable for providing GCSO and Regional management with analysis and recommendations regarding the R&D portfolio, including programs in Early and Late Development and external assets recently licensed or acquired.
This role reports to the Sr. Director, Global Strategy and Analytics and may partner directly with VP, Portfolio Innovation & Commercialization Strategy.
**Key responsibilities will include but are not limited to:**
+ Lead global insights with a center of excellence approach that generates strategic insights for the J&J Innovative Medicine portfolio in the context of the Long-Range Financial Plan (LRFP), 10-year outlook, and Business Plan (BP).
+ Continue development of a technology roadmap (with platform like Signal, Margo) and integrate emerging AI capabilities to efficiently develop strategic insights about our global portfolio in partnership with TAs.
+ Develop a Global Insights Roadmap and playbook in partnership with Commercialization Excellence to uncover customer insights that support next wave of innovation in our clinical pipeline.
+ Co-lead the GCSO Insights and Analytics forum in partnership with the TA teams.
+ Support long-term forecasts with market insights during enterprise planning processes, e.g. Long-Range Financial Plan (LRFP) and Business Plan (BP).
+ Develop and deliver in-depth analysis and strategic insights into the J&J IM pipeline/portfolio for senior management meetings (including GOC and GCSO SLT).
+ Optimize the portfolio's value through robust assessment (insights and analytics) to drive strategic decision-making.
+ Support GOC & GCSO strategic initiatives with PICS Strategy and Business Development team, as needed.
+ Co-lead ongoing build of portfolio strategy analytics capability in PICS.
+ Support reviews for senior management meetings (including GOC and GCSO SLT), consolidation, scenarios/analysis, facilitate GCSO connectivity with regions and IMSC functions.
+ Introduce use cases/pilots that leverage new/advanced analytics techniques to address key portfolio questions.
**Required** :
+ A minimum of a bachelor's degree is required. Advanced degree in business, quantitative, or life sciences preferred.
+ Minimum 10+ years' experience in Analytics and Insights roles including forecasting, market research, competitive intelligence, or another related field
+ Minimum of 5 years of experience in leadership roles that required developing and driving commercial strategy and working with cross-functional teams required.
+ Demonstrated ability to influence without direct authority required. Broad understanding of pharmaceutical industry R&D, including clinical development, regulatory strategy, and competitive dynamics required.
**Preferred:**
+ 3-5 years of experience leading, executing and delivering primary market research projects is preferred.
+ Knowledge and understanding of the key scientific, clinical, regulatory and commercial processes are desired.
+ Experience in pharmaceutical asset valuation and pre-launch planning preferred.
+ Experience in portfolio insights, analysis, and/or strategy preferred.
+ Ability to build and defend arguments and influence others through effective spoken and written communications required.
+ Functional experience in applying behavioral science and market research in drug development or long-term strategic planning is preferred.
+ A demonstrated ability to lead multiple priorities and work independently is required.
+ The ability to partner and influence without authority with leaders at all levels globally and locally is required.
+ Strong leadership and the ability to operate in a Credo-based, ethical manner are required.
**Other:**
+ This position is located in Raritan, NJ
+ This position may require up to 25% domestic and international travel, as needed.
Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via and internal employees contact AskGS to be directed to your accommodation resource.
**The anticipated base pay range for this position is :**
$146,000-$251,850
Additional Description for Pay Transparency:
Subject to the terms of their respective plans, employees and/or eligible dependents are eligible to participate in the following Company sponsored employee benefit programs: medical, dental, vision, life insurance, short- and long-term disability, business accident insurance, and group legal insurance. Subject to the terms of their respective plans, employees are eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). This position is eligible to participate in the Company's long-term incentive program. Subject to the terms of their respective policies and date of hire, Employees are eligible for the following time off benefits: Vacation -120 hours per calendar year Sick time - 40 hours per calendar year; for employees who reside in the State of Washington -56 hours per calendar year Holiday pay, including Floating Holidays -13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year Parental Leave - 480 hours within one year of the birth/adoption/foster care of a child Condolence Leave - 30 days for an immediate family member: 5 days for an extended family member Caregiver Leave - 10 days Volunteer Leave - 4 days Military Spouse Time-Off - 80 hours Additional information can be found through the link below.
View Now

Director, Portfolio Insights and Analysis-GCSO (Raritan, NJ)

08869 Raritan, New Jersey Johnson and Johnson

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

Permanent

At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at

Job Function:

Marketing

Job Sub Function:

Marketing Insights & Analytics

Job Category:

Professional

All Job Posting Locations:

Raritan, New Jersey, United States of America

Job Description:

Johnson & Johnson Innovative Medicine is currently seeking a Director, Portfolio Insights and Analysis to join our Global Commercial Strategy Organization (GCSO) team located in Raritan, NJ.

About Innovative Medicine

Our expertise in Innovative Medicine is informed and inspired by patients, whose insights fuel our science-based advancements. Visionaries like you work on teams that save lives by developing the medicines of tomorrow.

Join us in developing treatments, finding cures, and pioneering the path from lab to life while championing patients every step of the way.

Learn more at successful candidate will lead Portfolio Insights and Analysis, and develop, refine, and maintain robust portfolio insights capabilities to aid in enterprise-wide portfolio decision-making at GCSO. The position will drive insights and provide an independent view to the GCSO SLT for cross-Therapeutic Area (TA) and cross-DAS (Disease Area Stronghold) portfolio-related decisions and support J&J Global Commercial leadership. The position is accountable for providing GCSO and Regional management with analysis and recommendations regarding the R&D portfolio, including programs in Early and Late Development and external assets recently licensed or acquired.

This role reports to the Sr. Director, Global Strategy and Analytics and may partner directly with VP, Portfolio Innovation & Commercialization Strategy.

Key responsibilities will include but are not limited to:

  • Lead global insights with a center of excellence approach that generates strategic insights for the J&J Innovative Medicine portfolio in the context of the Long-Range Financial Plan (LRFP), 10-year outlook, and Business Plan (BP).

  • Continue development of a technology roadmap (with platform like Signal, Margo) and integrate emerging AI capabilities to efficiently develop strategic insights about our global portfolio in partnership with TAs.

  • Develop a Global Insights Roadmap and playbook in partnership with Commercialization Excellence to uncover customer insights that support next wave of innovation in our clinical pipeline.

  • Co-lead the GCSO Insights and Analytics forum in partnership with the TA teams.

  • Support long-term forecasts with market insights during enterprise planning processes, e.g. Long-Range Financial Plan (LRFP) and Business Plan (BP).

  • Develop and deliver in-depth analysis and strategic insights into the J&J IM pipeline/portfolio for senior management meetings (including GOC and GCSO SLT).

  • Optimize the portfolio's value through robust assessment (insights and analytics) to drive strategic decision-making.

  • Support GOC & GCSO strategic initiatives with PICS Strategy and Business Development team, as needed.

  • Co-lead ongoing build of portfolio strategy analytics capability in PICS.

  • Support reviews for senior management meetings (including GOC and GCSO SLT), consolidation, scenarios/analysis, facilitate GCSO connectivity with regions and IMSC functions.

  • Introduce use cases/pilots that leverage new/advanced analytics techniques to address key portfolio questions.

Required :

  • A minimum of a bachelor's degree is required. Advanced degree in business, quantitative, or life sciences preferred.

  • Minimum 10+ years’ experience in Analytics and Insights roles including forecasting, market research, competitive intelligence, or another related field

  • Minimum of 5 years of experience in leadership roles that required developing and driving commercial strategy and working with cross-functional teams required.

  • Demonstrated ability to influence without direct authority required. Broad understanding of pharmaceutical industry R&D, including clinical development, regulatory strategy, and competitive dynamics required.

Preferred:

  • 3-5 years of experience leading, executing and delivering primary market research projects is preferred.

  • Knowledge and understanding of the key scientific, clinical, regulatory and commercial processes are desired.

  • Experience in pharmaceutical asset valuation and pre-launch planning preferred.

  • Experience in portfolio insights, analysis, and/or strategy preferred.

  • Ability to build and defend arguments and influence others through effective spoken and written communications required.

  • Functional experience in applying behavioral science and market research in drug development or long-term strategic planning is preferred.

  • A demonstrated ability to lead multiple priorities and work independently is required.

  • The ability to partner and influence without authority with leaders at all levels globally and locally is required.

  • Strong leadership and the ability to operate in a Credo-based, ethical manner are required.

Other:

  • This position is located in Raritan, NJ

  • This position may require up to 25% domestic and international travel, as needed.

Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. 

Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants’ needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via and internal employees contact AskGS to be directed to your accommodation resource.

The anticipated base pay range for this position is :

$146,000-$251,850

Additional Description for Pay Transparency:

Subject to the terms of their respective plans, employees and/or eligible dependents are eligible to participate in the following Company sponsored employee benefit programs: medical, dental, vision, life insurance, short- and long-term disability, business accident insurance, and group legal insurance. Subj ect to the terms of their respective plans, employees are eligible to participate in the Company’s consolidated retirement plan (pension) and savings plan (401(k)). This position is eligible to participate in the Company’s long-term incentive program. Subject to the terms of their respective policies and date of hire, Employees are eligible for the following time off benefits: Vacation –120 hours per calendar year Sick time - 40 hours per calendar year; for employees who reside in the State of Washington –56 hours per calendar year Holiday pay, including Floating Holidays –13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year Parental Leave – 480 hours within one year of the birth/adoption/foster care of a child Condolence Leave – 30 days for an immediate family member: 5 days for an extended family member Caregiver Leave – 10 days Volunteer Leave – 4 days Military Spouse Time-Off – 80 hours  Additional information can be found through the link below. 

Apply Now
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Hedge Fund Analysis Jobs