Portfolio Management Analyst Jobs in New Jersey
Portfolio Management Analyst jobs in New Jersey are concentrated in the state's dense financial services corridor, with consistent demand from asset managers, insurance companies, and regional banks at levels from entry-level associates through senior analysts. Newark, Jersey City, and Princeton are the primary hiring centers, and established employers such as Prudential Financial, Voya Financial, and BlackRock's regional operations draw steady talent into the state. The most sought-after specialties include fixed income analysis, equity portfolio construction, and risk-adjusted performance reporting. Find a role that fits below and apply directly.
Find JobsOverview
Open roles9
Top employerMondelēz International
Top cityEast Hanover, NJ
Cities hiring8
Work type80% Hybrid
Top industryBanking
Showing 5 of 9+ Portfolio Management Analyst jobs
Portfolio Management and Corporate Finance Associate
We won't show you this job again
Added 2d ago
Soltage
Portfolio Management and Corporate Finance Associate
Jersey City, New Jersey
Added 2d ago
Manager, Brand & Portfolio Management
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Added 1w ago
Mondelēz International
Manager, Brand & Portfolio Management
East Hanover, New Jersey
Added 1w ago
Senior Manager, Portfolio Financial & Resource Management
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Added 2w ago
Brother USA
Senior Manager, Portfolio Financial & Resource Management
Bridgewater, New Jersey
Added 2w ago
Manager, Brand & Portfolio Management, Innovation, Perfect
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Added 2w ago
Mondelēz International
Manager, Brand & Portfolio Management, Innovation, Perfect
East Hanover, New Jersey
Added 2w ago
Sr. Director, Global Brand & Portfolio Management
We won't show you this job again
Added 2w ago
CSL Plasma
Sr. Director, Global Brand & Portfolio Management
Summit, New Jersey
Added 2w ago
Added 2d ago
Portfolio Management and Corporate Finance Associate
Soltage·Jersey City, New Jersey
Job functions:
Hybrid
Master's degree in business
11-50 employees
Job Description
Soltage
Associate - Portfolio Management / Corporate Finance
Company Overview:
Soltage is a leader in the development, financing, and operation of distributed utility-scale solar, storage and solar + storage assets for commercial, industrial, municipal, and utility customers across the United States. Soltage has developed more than 135 solar energy projects, with more than 600 MW total distributed generating capacity in operation or under construction and invested over $1.5 Billion to date into the US clean energy sector. Soltage is headquartered in Jersey City, New Jersey.
Position Description:
Soltage is a leader in the development, financing, and operation of distributed utility-scale solar, storage and solar + storage assets for commercial, industrial, municipal, and utility customers across the United States. Soltage has developed more than 135 solar energy projects, with more than 600 MW total distributed generating capacity in operation or under construction and invested over $1.5 Billion to date into the US clean energy sector. Soltage is headquartered in Jersey City, New Jersey.
Position Description:
We are seeking a driven Portfolio Management / Corporate Finance Associate to join a team that sits at the center of how Soltage funds and grows its business. You will own three connected mandates. On the portfolio side, you will bring newly closed solar and storage projects into Soltage's financing vehicles and run the debt and tax equity fundings that keep capital flowing to construction. On the corporate side, you will help raise capital at the platform level - corporate credit facilities, holdco debt, and equity capital - and then manage those vehicles day to day, from availability and covenant compliance through lender reporting and repayment. And across both, you will stay with the assets long after they energize - keeping each financing vehicle compliant and well-run through the full operating life of its projects and bringing a strategic lens to portfolio operations. The ideal candidate brings a background in portfolio management, corporate finance, investment banking, or project finance; is comfortable moving between a credit agreement and a capital model in the same afternoon; and thrives coordinating complex processes across deal, accounting, legal, and lender teams.
Job Responsibilities:
- Help lead the portfolio onboarding process alongside the investments team, carrying newly closed projects, deals, and funding transactions from signature to fully integrated, fully funded assets.
- Drive debt and tax equity fundings from draw request through close, with rigorous tracking and reporting throughout each stage.
- Support capital formation at the corporate level: help structure, market, and close corporate credit facilities, holdco debt, and equity capital that fund Soltage's growth.
- Support the day-to-day management of those corporate vehicles after close, owning the recurring mechanics: borrowing base and availability, covenant compliance, draws and repayments, and lender and investor deliverables.
- Build and maintain the corporate capital model: sources and uses, liquidity forecasting, and scenario analysis that shape how and when Soltage raises its next dollar.
- Manage communication as a trusted point of contact for Soltage's capital partners, including the development of investor and lender reporting materials.
- Calculate and oversee debt service, distributions, and cash waterfalls; adhere to portfolio requirements and standards outlined in financing and organizational documents.
- Identify and implement process improvements that allow a fast-growing portfolio to scale without adding friction.
- Contribute to corporate FP&A alongside senior finance leadership: helping build the operating budget and multi-year plan, owning the monthly and quarterly variance analysis against actuals, and giving management a clear read on liquidity, cash flow, and capital needs.
- Manage Soltage's financing vehicles through the operating life of the assets, owning the recurring compliance calendar: covenant and DSCR testing, reserve requirements, distributions, and lender and tax equity reporting obligations that continue long after a project reaches commercial operation.
- Provide strategic and business oversight of the portfolio: track asset and fund-level performance against underwriting, surface refinancing and value-creation opportunities, and recommend where Soltage should hold, recapitalize, or recycle capital.
- Shape corporate budgeting, liquidity monitoring, and capital planning, including how capital gets allocated across the platform.
- Assist with special projects and additional responsibilities as assigned.
Experience and Education Requirements:
- Bachelor’s degree in finance, business, or a related field.
- Master’s degree in finance, business, or a related field, or Juris Doctor a plus.
- A minimum of 4 years of experience across portfolio management, corporate finance, investment banking, or project finance, including hands-on management of debt and tax equity fundings.
- Experience onboarding deals, managing portfolio-related transactions, and working with credit agreements, LLC agreements, and other transaction documents. Paralegal experience in such a setting is a plus.
- Exposure to capital raising at the corporate level and to the ongoing administration of those vehicles (corporate credit facilities, holdco debt, or equity financings.
- Strong financial modeling skills, including sources-and-uses, liquidity, and covenant compliance analysis.
- FP&A experience (budgeting, forecasting, and variance analysis) with the ability to turn results into recommendations management can act on.
- Familiarity with the operating phase of infrastructure or real assets, including covenant and DSCR compliance testing, distributions, and lender reporting, is a plus.
- Demonstrated ability to manage complex processes and resources across multiple teams and third-party providers.
- Strong organizational, communication, and problem-solving skills.
- Experience in renewable energy, particularly solar and storage, is a plus.
Location:
This is a full-time, hybrid position based out of Soltage headquarters in Jersey City, New Jersey.
Application Instructions:
To apply for this position, please send your resume to hr@soltage.com and reference “Portfolio Management Associate” in the email’s subject line.
Soltage is an equal opportunity employer and is committed to providing a work environment that is free from all forms of discrimination.
PROTECT YOURSELF FROM FRAUD
Please be aware that Soltage emails will always come from the “@soltage.com” domain; a genuine offer document will not be signed by a recruiter; and Soltage will never request your personal banking information or payment of any kind during the recruitment process. If you have received what you suspect is a fraudulent offer or suspicious communication with Soltage, or if you have any questions, please reach out to HR@soltage.com.
Soltage
Portfolio Management and Corporate Finance Associate
Jersey City, New Jersey
Added 2d ago11-50 employees
Job functions:
Hybrid
Master's degree in business
Job Description
Soltage
Associate - Portfolio Management / Corporate Finance
Company Overview:
Soltage is a leader in the development, financing, and operation of distributed utility-scale solar, storage and solar + storage assets for commercial, industrial, municipal, and utility customers across the United States. Soltage has developed more than 135 solar energy projects, with more than 600 MW total distributed generating capacity in operation or under construction and invested over $1.5 Billion to date into the US clean energy sector. Soltage is headquartered in Jersey City, New Jersey.
Position Description:
Soltage is a leader in the development, financing, and operation of distributed utility-scale solar, storage and solar + storage assets for commercial, industrial, municipal, and utility customers across the United States. Soltage has developed more than 135 solar energy projects, with more than 600 MW total distributed generating capacity in operation or under construction and invested over $1.5 Billion to date into the US clean energy sector. Soltage is headquartered in Jersey City, New Jersey.
Position Description:
We are seeking a driven Portfolio Management / Corporate Finance Associate to join a team that sits at the center of how Soltage funds and grows its business. You will own three connected mandates. On the portfolio side, you will bring newly closed solar and storage projects into Soltage's financing vehicles and run the debt and tax equity fundings that keep capital flowing to construction. On the corporate side, you will help raise capital at the platform level - corporate credit facilities, holdco debt, and equity capital - and then manage those vehicles day to day, from availability and covenant compliance through lender reporting and repayment. And across both, you will stay with the assets long after they energize - keeping each financing vehicle compliant and well-run through the full operating life of its projects and bringing a strategic lens to portfolio operations. The ideal candidate brings a background in portfolio management, corporate finance, investment banking, or project finance; is comfortable moving between a credit agreement and a capital model in the same afternoon; and thrives coordinating complex processes across deal, accounting, legal, and lender teams.
Job Responsibilities:
- Help lead the portfolio onboarding process alongside the investments team, carrying newly closed projects, deals, and funding transactions from signature to fully integrated, fully funded assets.
- Drive debt and tax equity fundings from draw request through close, with rigorous tracking and reporting throughout each stage.
- Support capital formation at the corporate level: help structure, market, and close corporate credit facilities, holdco debt, and equity capital that fund Soltage's growth.
- Support the day-to-day management of those corporate vehicles after close, owning the recurring mechanics: borrowing base and availability, covenant compliance, draws and repayments, and lender and investor deliverables.
- Build and maintain the corporate capital model: sources and uses, liquidity forecasting, and scenario analysis that shape how and when Soltage raises its next dollar.
- Manage communication as a trusted point of contact for Soltage's capital partners, including the development of investor and lender reporting materials.
- Calculate and oversee debt service, distributions, and cash waterfalls; adhere to portfolio requirements and standards outlined in financing and organizational documents.
- Identify and implement process improvements that allow a fast-growing portfolio to scale without adding friction.
- Contribute to corporate FP&A alongside senior finance leadership: helping build the operating budget and multi-year plan, owning the monthly and quarterly variance analysis against actuals, and giving management a clear read on liquidity, cash flow, and capital needs.
- Manage Soltage's financing vehicles through the operating life of the assets, owning the recurring compliance calendar: covenant and DSCR testing, reserve requirements, distributions, and lender and tax equity reporting obligations that continue long after a project reaches commercial operation.
- Provide strategic and business oversight of the portfolio: track asset and fund-level performance against underwriting, surface refinancing and value-creation opportunities, and recommend where Soltage should hold, recapitalize, or recycle capital.
- Shape corporate budgeting, liquidity monitoring, and capital planning, including how capital gets allocated across the platform.
- Assist with special projects and additional responsibilities as assigned.
Experience and Education Requirements:
- Bachelor’s degree in finance, business, or a related field.
- Master’s degree in finance, business, or a related field, or Juris Doctor a plus.
- A minimum of 4 years of experience across portfolio management, corporate finance, investment banking, or project finance, including hands-on management of debt and tax equity fundings.
- Experience onboarding deals, managing portfolio-related transactions, and working with credit agreements, LLC agreements, and other transaction documents. Paralegal experience in such a setting is a plus.
- Exposure to capital raising at the corporate level and to the ongoing administration of those vehicles (corporate credit facilities, holdco debt, or equity financings.
- Strong financial modeling skills, including sources-and-uses, liquidity, and covenant compliance analysis.
- FP&A experience (budgeting, forecasting, and variance analysis) with the ability to turn results into recommendations management can act on.
- Familiarity with the operating phase of infrastructure or real assets, including covenant and DSCR compliance testing, distributions, and lender reporting, is a plus.
- Demonstrated ability to manage complex processes and resources across multiple teams and third-party providers.
- Strong organizational, communication, and problem-solving skills.
- Experience in renewable energy, particularly solar and storage, is a plus.
Location:
This is a full-time, hybrid position based out of Soltage headquarters in Jersey City, New Jersey.
Application Instructions:
To apply for this position, please send your resume to hr@soltage.com and reference “Portfolio Management Associate” in the email’s subject line.
Soltage is an equal opportunity employer and is committed to providing a work environment that is free from all forms of discrimination.
PROTECT YOURSELF FROM FRAUD
Please be aware that Soltage emails will always come from the “@soltage.com” domain; a genuine offer document will not be signed by a recruiter; and Soltage will never request your personal banking information or payment of any kind during the recruitment process. If you have received what you suspect is a fraudulent offer or suspicious communication with Soltage, or if you have any questions, please reach out to HR@soltage.com.
See All 9 Portfolio Management Analyst Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find JobsPortfolio Management Analyst Jobs by City in New Jersey
Where New Jersey roles are concentrated, by current openings.
East Hanover
2 jobsIselin
1 jobSummit
1 jobFort Lee
1 jobMontvale
1 jobBridgewater
1 jobJersey City
1 jobParsippany-Troy Hills
1 jobPortfolio Management Analyst Job Market in New Jersey
A snapshot from current New Jersey openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What New Jersey Employers Look For
The qualifications that appear most often in portfolio management analyst jobs across New Jersey.
- Bachelor's degree in finance, economics, or a closely related quantitative field required
- CFA designation or active progress toward CFA charterholder status strongly preferred
- Proficiency in Bloomberg Terminal and FactSet for portfolio data and analytics
- Demonstrated experience with portfolio attribution, performance measurement, and reporting
- Working knowledge of fixed income instruments, equities, and multi-asset class portfolios
- Strong Excel modeling skills and familiarity with Python or SQL for data analysis
Portfolio Management Analyst Jobs in New Jersey: Frequently Asked Questions
How do you become a portfolio management analyst in New Jersey?
Most portfolio management analysts in New Jersey enter through a finance or economics bachelor's degree, then pursue the CFA credential administered by the CFA Institute, which is the recognized professional standard for this role across New Jersey's asset management and insurance employers. New Jersey does not issue a state-specific license for portfolio analysts, so hiring decisions hinge on education, the CFA progression, and internship or analyst program experience with firms in Newark, Jersey City, or Princeton.
How much do portfolio management analysts make in New Jersey?
Portfolio management analysts in New Jersey earn a median of about $108,610 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $71,650 for the lowest 10% to over $179,770 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire portfolio management analysts in New Jersey?
Employers hiring portfolio management analysts in New Jersey right now include Mondelēz International, TIAA, and Balchem, based on current listings on Migrate Mate as of August 2026. New Jersey's concentration of large insurance companies and independent asset managers along the Route 1 and Newark corridors means openings appear frequently across both established institutions and boutique investment firms.
Which New Jersey cities have the most portfolio management analyst jobs?
East Hanover, Iselin, and Summit account for the greatest number of portfolio management analyst openings in New Jersey. Jersey City and Newark dominate because of their proximity to New York City's financial district and the headquarters of major insurers and asset managers, while Princeton draws openings from research-oriented investment firms and corporate treasury functions based in central New Jersey.
Are there remote portfolio management analyst jobs in New Jersey?
Yes, and more than most finance roles. About 80% of portfolio management analyst openings tied to New Jersey are remote or hybrid as of August 2026, reflecting how much of the work involves data analysis, modeling, and reporting rather than in-person client interaction. Performance reporting, risk analytics, and quantitative modeling functions tend to have the highest share of remote or flexible arrangements.
How can I get hired as a portfolio management analyst in New Jersey with little or no experience?
The most realistic entry path is through a rotational analyst program or investment operations role at one of New Jersey's large insurers or asset managers, such as Prudential Financial or Voya Financial, which run structured new-graduate programs that place candidates into portfolio analytics teams. Adjacent roles like investment operations associate, performance reporting analyst, or fund accountant at New Jersey-based fund administrators also provide the foundation to move into a full portfolio management analyst position within a few years, especially if paired with active CFA candidacy.
Where can I find and apply to portfolio management analyst jobs in New Jersey?
You can find and apply to portfolio management analyst jobs in New Jersey on Migrate Mate, which lists current openings across the state. Search the available roles, find the ones that fit your background and target location, and apply directly to each position through the listing.
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