Portfolio Analyst Jobs in Massachusetts
Fixed Income Portfolio Analyst Global team of a great Boston investment firm is seeking a Portfolio Analyst to work closely with relationship managers and meet with portfolio management teams. The Analyst will produce client reports as well as portfolio commentary and presentations. Will do research and gather information from various sources. Generate customized responses to ad hoc requests rega...
RESPONSIBILITIES: Kforce has a client seeking a Client Portfolio Analyst for their office in Boston, MA. Exclusive wealth management and investment firm is seeking to add a Client Portfolio Analyst to provide direct support to the wealth client service team. This role will be a clear path to joining the investment team. The Client Portfolio Analyst will partner with both the analytics team as we...
MetLife, a leading provider of insurance and other financial services to individual and institutional customers, is seeking a Portfolio Analyst in Boston, MA! Beyond meaningful and challenging work, MetLife provides a variety of flexible work arrangements, as well as a tuition reimbursement program, competitive benefits, and retirement and pension plans. MetLife’s responsiveness to the needs of b...
BNY MELLON Boston, MA
Portfolio Analyst - Standish (Job Number: 1411531) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more ...
The Bank of New York Mellon Corporation Boston, MA
Portfolio Analyst - Standish ( Job Number: 1411531 ) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and mor...
Marten Transport Boston, MA
**Portfolio Analyst - Standish (Job Number: 1411531)****Description**Headquartered in Boston, Standish is a leading investment management firm dedicated to serving sophisticated fixed income investors. Our investment strategies span the wide range of fixed income disciplines and are complemented by a demonstrated ability to design innovative, effective solutions to satisfy our clients' needs.The P...
Alternative Investment Accountant - Strong salary + bonus A fantastic asset management firm based in Boston is seeking to add an alternative investment accountant to a small but going group based in their Downtown Boston office. Duties of this diverse role include the accounting and operations functions for various alternative investment and pooled products that are managed by the firm. The alter...
Company Confidential Boston, MA, 02116
Accountant/ Real Estate Firm- $70-80K Excellent opportunity for an energetic, hard-working Accountant at a real estate company! Seeking a motivated individual with a Bachelor’s in accounting and 4+ years of related experience. Reporting to the Owner, core duties of this role will include G/L account reconciliations, account analysis, financial statement preparation, and tax preparation. Will prep...
Group Benefits Account Manager - $75-80K + bonus Exciting new opportunity in an excellent Registered Investment Advisor west of Boston! The firm is seeking a motivated, sales oriented individual to provide sales, client management and service support to a dynamic office. The Account Manager will provide top notch customer service to clients, coordinate the RFP process and analyze documents, deliv...
Valuation Analyst - $65K + bonus Excellent opportunity to join an established Boston advisory and investment firm that provides services to companies in times of growth and restructuring as a Valuations Analyst. In this role you will assist with performing valuations of businesses, assets and liabilities. The Valuation Analyst will also maintain and analyze financial models and prepare reports an...
Analyst - $65- 80K + bonus A global asset management firm which operates through a diverse group of boutique investment firms is seeking an Analyst. The firm’s portfolio currently consists of about 30 firms. Each Analyst is assigned a set of firms to support. The Analyst is tasked with becoming a subject matter expert on each of his/her assigned affiliates via interacting with the respective seni...
Research Associate - $50K + bonus A global investment management firm in Boston is seeking a Research Associate. Core duties of this role (the selected candidate will be assigned to a specific asset class sector to support) include performing manager due diligence to determine if a particular Investment Manager offers synergies regarding his/her portfolio management, strategy and performance rela...
Audit Analyst - $62K Downtown financial services firm needs an Audit Analyst to work on a team to identify, analyze and report control risks for internal groups within firm. The Analyst will examine audit data and summarize findings, recommend and carry out solutions to problems and draft audit reports. Will also assist in development of audit programs, and perform technical research; work on man...
Associate, Institutional Sales - $50K base + Outstanding opportunity to join a successful team of Boston based investment sales professionals to increase client bases in designated regions. The Associate will implement a strategic plan for business growth, maintain the client information database (CRM system), and prepare marketing efforts for the business development team. Candidates must have ...
Junior Analyst – Asset Management A terrific investment research firm, based in downtown Boston, is looking to bring aboard a junior Analyst to support the needs of its Asset Management Practice. The candidate hired for the Analyst position will partner with other members and groups to provide quantitative analytical support for the firm's institutional asset management research and publishing ne...
Commercial Credit Analyst - $60-75K Senior Credit Analyst needed for a Boston area bank! Seeking a Commercial Credit Analyst to handle large, complex loans for commercial, industrial, and real estate. Will analyze financial reports and other information as well as make lending recommendations based on the complete analysis of a businesses’ financial condition, cash flow, capacity, collateral and ...
The Ladders - Test Page Boston, MA
Description Our client, located in Boston, Massachusetts, is seeking an Investment Security Operations Manager to perform the following duties: * Manages all day-to-day production processes within the Investment Securities Operations Unit * Ensures that all critical processes: daily, monthly, quarterly as well as year-end, are being carried out in a timely, manner keeping the integrity of the b...
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Finance Career Tools
$54,000.00 - $270,000.00
Typical Salary for Portfolio Manager in Massachusetts
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Builds and maintains portfolio by studying market characteristics and dynamics; identifying potential investments; establishing investment strategies; selecting investments; evaluating investment performance.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Serves clients by explaining investment strategies.
Interviews clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
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