Portfolio Analyst Jobs in Massachusetts
About the company: Our client is a large financial services firm in downtown Boston. Job description: Our client is looking for a Portfolio Analyst to assist their Private Market Group on a 3 month contract. The responsibilities will include, but are not limited to: Striking daily unit values for funds Communicating trades to mutual fund companies Entering key trades into the system Reconciling se...
Principal Project & Portfolio Manager, IS IA Principal Project & Portfolio Analyst The Principal Project & Portfolio Analyst will be responsible for the department finances for an IS organization equating to approximately $50M in Operational Expense per year. The primary responsibilities of the role will be to own the financial reporting of projects; compile the details of the Long Range Plan (LRP...
Job Number: 246548 Senior BA/Portfolio Acctng Basic Purpose Client has embarked upon the implementation of an Investment Book of Record (IBOR) - an outsourced Portfolio Accounting System along with a core set of middle office services for a number of Investment Groups at and the establishment of an in-house, real-time, central repository of transactions and history across all Investment Groups and...
A leading asset management firm in Boston is looking to hire an experienced quantitative analyst to join its portfolio management team and contribute to the firm's quantitative portfolio management efforts. As a member of the portfolio management team, you will work closely with the research group to help develop alpha, risk, and transaction cost models. From this, and other research and data audi...
Senior Reporting Analyst - great growth potential! Our client, an extremely well known investment company in Boston's financial district, is looking for a candidate with three years public accounting experience to take on immediate analysis and reporting for diverse portfolio of mutual funds. This Senior Reporting Analyst role is highly visible role within the company. This organization focuses on...
Senior Financial Analyst - top wealth management firm Our client is a mid-sized private equity/venture capital company with multiple offices is looking to add a Financial Analyst to their Boston Finance team. This role will include a variety of responsibilities related to managing a portfolio of private equity funds. To be considered for this role, candidates should have public accounting experien...
Please send Resume to ***** Our client is the world leader in delivering innovation in communications, mobility, information and entertainment. They provide superior broadband, video and other wireless and wire line services to consumers, businesses, governments and wholesale customers across the globe. Our client has partnered with ASK staffing to find a (Technical Analyst) for 12 mon...
Compliance Analyst - Fixed Income An established investment management firm with offices in Boston and around the globe is seeking to add a Compliance Analyst to their Boston office. The Compliance Analyst's primary responsibilities will be to support a team of portfolio managers and the Manager of Investment Compliance with interpreting client investment guidelines and researching guidelines and...
Performance / Valuation Analyst Outstanding Back Bay investment firm is looking for a Performance/Valuation Analyst to join dynamic analytics team and assist with the analysis, benchmarking and reporting of specific investments and portfolio data. Responsibilities include the review of underlying investment and cash flow level data, preparing reports highlighting trends, and maintaining accurate i...
We are seeking candidates for a client portfolio manager/senior research analyst. The candidate will work closely with the firm’s research team, financial planning team and a select group of the wealth management clientele. Key roles and responsibilities will include: Actively participate in the firm’s investment committee as a key voting member Conduct asset allocation, manager due diligence and...
Analyst Assistant – Trading Floor Exciting opportunity to work as an Analyst Assistant on the trading floor and support a team of Analysts in a Boston investment firm. Seeking a highly skilled administrative professional to maintain company databases, handle special Excel projects, research company information, and process legal documents for the Analysts. The Analyst Assistant will answer and dir...
Senior Analyst Boston investment firm is currently seeking a Senior Analyst to join its Appraisal and Valuation Division. The Senior Analyst will manage and execute valuation, and provide management estimates of the value of a business or specific assets in connection with financial statement reporting and tax planning. The Senior Analyst will also participate in meetings with potential clients to...
Legal and Compliance Analyst - Strong Salary This is an outstanding opportunity for an experienced financial services professional to join the legal team of an international asset manager in Boston. The Legal Analyst will: Review marketing materials, including RFPs/questionnaires Assist with maintenance of content for the RFP library Ensure all material and content is compliant with firm's policie...
Our client is seeking a CDO Compliance Analyst in Boston, Massachusetts (MA). Responsibilities: Performs portfolio compliance tests Assists in the creation of monthly and quarterly investor reports Interacts with asset managers, investors, auditors, and rating agencies Interprets the reporting sections of the governing deal documents Assists with modeling of calculations onto a variety of in-house...
Legal and Compliance Analyst – Strong Salary This is an outstanding opportunity for an experienced financial services professional to join the legal team of an international asset manager in Boston. The Legal Analyst will: Review marketing materials, including RFPs/questionnaires Assist with maintenance of content for the RFP library Ensure all material and content is compliant with firm’s policie...
The newly formed Technology Digital Channel Solutions division’s purpose it to move Eastern Bank into the position of a market leader in the digital channel space. Digital Channel Solutions are defined as customer facing systems that provide access to Eastern Bank. Solutions include online banking, mobile banking, telephone banking, ATMs, and websites for all Eastern Bank market segments. This div...
The Supply Planning Analyst will manage supply planning and scheduling processes for External Operations for their assigned portfolio. This person will enable attainment of target service levels, while achieving target inventory objectives. The Supply Planning Analyst prepares supply plans and production schedules for external partners. This person will efficiently convert global demand requiremen...
Food & Ingredients- Research Analyst Lux Research is seeking candidates for a Research Analyst to build a new Food & Ingredient industry vertical. Analysts are the bedrock of the Lux Research team, conducting the primary and secondary research that powers the firms' research reports and consulting engagements. Analysts spend most of their time conducting primary research interviews with executives...
Senior Financial Analyst - 3 month contract My client is very reputable organization located in Burlington. Due to an internal promotion they have have an immediate need for a strong financial analyst to join their financial planning and analysis department. This position will focus on financial analysis of key metrics for a large business unit. The duties for the role will include financial analy...
Amergent is a diverse group of marketing, creative and database specialists. We fuse information technology and our marketing experience to devise real world solutions to our clients. And our clients are as diverse as our staff. For over 30 years, Amergent has been successfully serving regional and national organizations in the nonprofit sector. Our creative and innovative approach has helped hund...
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What is different about running a small-stock fund compared to running an S&P 500 fund?
What is different about running a small-stock fund compared to running an S&P 500 fund? What role do the portfolio managers play at small-stock fund?
What does a R&D analyst in a food or pharmaceutical industry do?
I'm a fresh graduate and I do not know how will it be like to be a R&D analyst or whether I will be suitable for that kind of job.
What jobs can I get with a Bachelors degree in Mathematics, Business and Finance?
I am taking a degree and want to know what jobs i can get with all three degrees combined or separate on their own.
How do you become a financial analyst?
I am a high school student, and my dream is to become a financial analyst in New York City. But I dont know exactly how to become one. Please help :)
How do I start an event planning business?
Does anyone have any experience or know how their friends have done this? I probably will need to do a couple of events for some friends or something to build a portfolio, right? I am not intereste...
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
Builds and maintains portfolios by establishing investment strategies; directing preparation of investment policies and financial models; determining and adjusting asset allocations; selecting investments; directing and analyzing investment performance reviews.
Identifies potential investments by studying markets and companies; interviewing company executives and business analysts; directing and evaluating risk analyses.
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