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A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

YEAR

Columbia Bank

Trust Portfolio Manager

Umpqua Bank

FEED

This role combines deep quantitative credit expertise with a consultative, entrepreneurial mindset to deliver compelling client-ready analysis, support new business development, and strengthen our Surety Center of Excellence. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh McLennan

SVP, Credit & Surety Portfolio Analytics

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The Corporate IT department at our Memphis corporate office is currently recruiting a Senior Business Systems Analyst - Finance Systems to serve as the functional subject matter expert responsible for the design, support, enhancement, and continuous improvement of Oracle E-Business Suite (EBS) and related financial applications supporting corporate finance processes including Record-to-Report (R2R) and Procure-to-Pay (P2P). Youll Do: The Senior Business Systems Analyst - Finance Systems serves as the primary functional subject matter expert for Oracle EBS supporting General Ledger, Accounts Payable, Fixed Assets, Purchasing, Inventory, and Cash Management and related finance processes.

West Fraser Timber Co Ltd

Senior Business System Analyst - Finance Systems

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Proactively and independently plan and execute creative strategies to identify sources of major gift support using creative research techniques and electronic searching methodologies of internal and external data to ensure that campus wide fundraising initiatives, regional fundraising pools, and individual fundraiser portfolios have sufficient appropriate prospects to meet fundraising goals. The research analyst utilizes advanced research and analytical methodologies to identify, qualify, and rank a viable pool of highly qualified prospective donors and volunteers in support of the University’s strategic fundraising activities, including the annual, planned, major, and leadership gifts fundraising programs.

William & Mary

Prospect Research Analyst

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

International Small Cap Research Analyst

FULL_TIME

Comfortable incorporating approved AI-enabled tools into daily workflows to improve the efficiency and quality of research, analysis, reporting, and content development, while independently validating outputs against underlying sources and maintaining accountability for the final deliverable. The role offers exposure to a broad range of companies, industries, financial analyses, and investment banking deliverables, including company profiles, benchmarking analyses, precedent transactions, earnings summaries, sector analysis, and internal performance reporting.

Our people make a difference every day - working with customers, in production or behind the scenes in a support role. They know how to manage the job and exceed expectations! Through our dedicated and talented employees we are creating, managing and executing marketing and business communications that are connecting people around the world with the power of words and images.
 
With a long and rich history, RR Donnelley (NYSE: RRD) is a Fortune 500 company employing more than 44,000 people worldwide. We assist customers in developing and executing multichannel communication strategies that engage audiences, reduce costs, drive revenues and increase compliance. 
 
We’re not only committed to innovative technologies. We’re committed to high standards of corporate social responsibility across our global footprint. For details please click here to view the report “making a difference starts with ourselves.” You’ll find out how RR Donnelley defines its values, how we work to ensure our employees feel valued, and how our company efforts add value for our stakeholders.
 
RR Donnelley is an Equal Opportunity/Affirmative Action employer. The company’s policy is to select, place and deal with all its employees without discrimination based on race, religion, color, national origin, sex, gender identity or expression, age, disability, perceived disability, sexual orientation, protected Veteran status, genetic information or on the basis of any other status protected by applicable federal, state or local law.

RR Donnelley

Financial Analyst - Investment Banking Support

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ESSENTIAL DUTIES AND RESPONSIBILITIES: Loan Origination: Analyzes commercial mortgage loan requests through the review of loan packages, property financial data including cash flows and rent rolls, collateral quality and functionality, and sponsor commercial real estate expertise and financial strength. Recognized by Newsweek as one of America's Most Trustworthy Companies and named a Top Workplace in Iowa, American Equity fosters a collaborative and purpose-driven culture where employees are empowered to ignite their passion and help shape the future of financial services.

American Equity

Mortgage Analyst II

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An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. We are seeking a highly motivated individual who can support quantitative analyses by using, maintaining, and enhancing proprietary in-house models for risk and return attribution, asset-liability management, strategic asset allocation, private-market stochastic models, and capital optimization.

Neuberger Berman Group LLC

Solutions Analyst

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. Have strong programming skills to enable problem solving, development of solutions that can be scaled across numerous portfolios, and the development of proprietary risk measurement approaches and mitigation strategies.

Invesco Ltd

Risk Analyst

The Ideal Candidate Will: Have extensive corporate credit experience, with strong capabilities in financial analysis and modeling; Have a comprehensive understanding of fixed income/debt capital markets, with varied experience in both investment grade and leveraged finance a plus; Have a network of professional relationships within the debt capital markets and energy sectors; Have proven success in nurturing talent and developing junior analysts. As one of the world's top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants.

Fitch Ratings Inc

US Corporates - Credit Analyst, Director, Utilities - New York

US Corporates - Credit Analyst, Director, Utilities - Chicago

Examples of our benefits include retirement plan, health and wellbeing, dental, vision,and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). The base salary range for this position is: USD 120,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.

Wellington Management

Equity Research Analyst, Small and SMID Cap Growth

With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies. Perform index rebalances by interpreting index methodology, running models and research for adds/drops, implementing changes and communicating these appropriately to clients, all with a focus on quality and accuracy.

OSTTRA

Analyst, Index Management

Their writing and on-air analysis should combine the depth of a Wall Street analyst with the accessibility of a skilled communicator, helping CNBC’s audience understand not just what to buy or sell, but the thinking behind each idea. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT.

Versant Media

Equity Analyst & Reporter, CNBC

We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. Additionally, candidates should have two or more years of relevant experience and be a Chartered Financial Analyst (CFA) or a Chartered Alternative Investment Analyst (CAIA) charter holder, or making progress toward their charter(s).

Meketa

Investment Analyst

The Analyst prepares, verifies, and updates data related to donor capacity, engagement, interests, philanthropic activity, and relationships, helping to ensure the accuracy and accessibility of information used to support fundraising and prospect development initiatives. Through a combination of research, data analytics, visualization, reporting, and fundraiser collaboration, the Prospect Development Analyst supports the identification, cultivation, and solicitation of donors to achieve the University's philanthropic priorities and fundraising goals.

James Madison University

Prospect Development Analyst

Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.

Wellington Management Company, LLP

Equity Research Analyst, Small And Smid Cap Growth

The analyst will play an integral role in quarterly earnings season reporting, track market and industry developments, synthesize competitor disclosures, and develop clear, relevant insights that support business and strategic discussions. Develop timely, concise earnings recap reports highlighting performance trends, strategic initiatives, management commentary, analyst reaction, guidance, and key implications for Inspire Brands and the broader industry.

Inspire Brands Inc

Investor Relations & Competitive Intelligence, Senior Analyst

1-3 years of relevant experience in corporate credit research, fixed income, leveraged finance, commercial or investment banking, rating-agency analysis, or a related role with demonstrated exposure to corporate credit analysis. Evaluate relative value across issuers, sectors, ratings, maturities, and portions of the capital structure using spread, yield, total-return, and risk-adjusted frameworks.

GW&K Investment Management

Associate Taxable Research Analyst

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Portfolio Analyst Jobs in the United States

Trust Portfolio Manager Columbia Bank

SVP, Credit & Surety Portfolio Analytics Marsh McLennan

Senior Business System Analyst - Finance Systems West Fraser Timber Co Ltd

Prospect Research Analyst William & Mary

International Small Cap Research Analyst Fidelity

Financial Analyst - Investment Banking Support RR Donnelley

Mortgage Analyst II American Equity

Solutions Analyst Neuberger Berman Group LLC

Risk Analyst Invesco Ltd

US Corporates - Credit Analyst, Director, Utilities - New York Fitch Ratings Inc

US Corporates - Credit Analyst, Director, Utilities - Chicago Fitch Ratings Inc

Equity Research Analyst, Small and SMID Cap Growth Wellington Management

Analyst, Index Management OSTTRA

Equity Analyst & Reporter, CNBC Versant Media

Investment Analyst Meketa

Prospect Development Analyst James Madison University

Equity Research Analyst, Small And Smid Cap Growth Wellington Management Company, LLP

Investor Relations & Competitive Intelligence, Senior Analyst Inspire Brands Inc

Associate Taxable Research Analyst GW&K Investment Management

Senior Fixed Income Credit Analyst - PNC Capital Advisors The PNC Financial Services Group Inc

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