Investment Office Analyst & Portfolio Operations Lead
Kelly
Kelly is seeking an Award Analyst / Investment Office Manager based in Boston, Massachusetts. This full-time position is 100% onsite, supporting a diverse investment portfolio team. The ideal candidate should have a strong background in office management and financial services, with a bachelor's degree required. Responsibilities include managing correspondence, overseeing cash flows, and supporting audits while maintaining high ethical standards. Join a collaborative team that values integrity and professional growth! #J-18808-Ljbffr Kelly
$50k - $75k
...other functional areas of accounting, operations and marketing. The position is based in Beacon Intermodal Leasing’s office in Boston and reports to the Manager... ...economic and accounting returns within the portfolio (at a lease or investment level), and apply this to support...Work at officeFull time- ...seeks a client-facing Analyst to support the construction... ...management of client portfolios and financial plans.... ...three days in the office per week. The position... ...responsibilities and advance to a lead role in individual... ..., and fiduciary investing concepts Experience...Work at office
$80k - $97.5k
...Client Portfolio Analyst Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients... ...applications (strong Microsoft Office skills and the ability to...Work at officeCurrently hiringLocal areaWorldwide- ...seeking an experienced Senior Portfolio Analyst with a technology focus on... ...role towards Geode’s overall Investment and Risk management. This is... ...Boston, MA with a weekly in-office schedule of Tuesdays,... ...Fridays. Responsibilities: Lead modernization of research and...Work at officeRemote workMonday to Friday
$90k - $130k
SUMMARY: The Fixed Income Portfolio & Data Analyst supports the firm’s Municipal and Taxable Fixed Income investment teams through strategy attribution... ...investment illustrations Lead or contribute to... ...role is based in our Boston office on a hybrid schedule - 4 days...Work at officeLocal areaRemote work1 day per week$63.44k - $95.16k
...brands, which also includes five leading omnichannel grocery brands -... ...more. Overview The Project Portfolio Analyst is accountable and... ...business vision, strategy, and operational standards as support to the... ...and 2 remote days. Our core office locations include Salisbury,...Work at officeFull timeWork experience placementRemote workFlexible hours$85k - $100k
...Group is a global alternative investment management firm focused on... ...$228.7 billion* and operate across multiple offices globally. Man Group plc is... ...implementing all new business and portfolios (funds, Separately Managed... ...& back‑office teams. The analyst will partner with...Work at officeLocal areaFlexible hoursRotating shift- ...ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid‑market with offices in 22 countries across Europe... ...advisory team is the leading portfolio advisory unit... ...hire an Investment Banking Analyst to support its M&A and capital...Work at office
- ...Investment Banking Analyst ALANTRA is a global mid‑market investment banking and asset management firm with offices across Europe, the U.S., Asia and Latin America. Its Investment Banking... ...raising, financial restructuring, credit portfolio, and capital markets transactions....Work at office
$112.3k - $143.6k
Job Overview The Portfolio Operations leader drives superior product performance through advanced... ...roadmaps to align to profit & loss (P&L) investment expectations across the solution stack... ...enabling proactive problem solving. Lead on implementing new product processes...- A leading recruitment firm is seeking a Senior Associate (Fund Operations) in Boston, MA. The role involves overseeing investment operations, ensuring compliance and risk... ..., and leading new portfolio launches. Ideal candidates... .... This is an in-office position with a...Work at office
$95k - $120k
...Description: Real Estate Investment Analyst Note: Fidelity is not providing... ...asset management, fund and portfolio management, market research,... ...industrial, multifamily, office, retail, and data center. The... ...well-being support, market-leading retirement, generous paid time...Work at officeWork from home$87.4k - $120.2k
...Columbia Threadneedle Investments, the global asset management... ...an Investment Risk Analyst to be based in... ...members in analyzing portfolio holdings and risk measures... ...working with Technology and Operations to resolve system and... ..., F‑1 OPT, TN). In‑Office Collaboration We are a...Work at officeFull timeH1bWork from homeVisa sponsorship1 day per week$30 - $40 per hour
...seeking candidates for an Investment Product Reporting Analyst position at a highly... ...Product Reporting and Client Operation teams and will produce, update... ...tailored to client portfolios and guidelines. Work collaboratively... ...Proficiency in Microsoft Office Suite (Word, PowerPoint,...Work at officeContract workImmediate startRemote work1 day per week$82k - $107.6k
...Client Portfolio Analyst Private Wealth Custom Portfolio Solutions Team... ...are incentivized to solve investment problems, and connect to... ...Bachelor's degree ~2+ years of operational or customer service... ...ethical business with industry leading pay and benefits. And your...Full timeTemporary work$75k - $90k
...Portfolio Analyst As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment firms located in and around Boston, with their candidate recruitment process. This scenario has enabled me to serve as a valuable resource to an individual who may be...- ...About the job Portfolio Analyst We are seeking a detail-oriented and strategic Portfolio Analyst to join our dynamic real estate investment firm. This role will support the management and performance analysis of real estate investment funds, working closely with...
- ...Vestmark Advisory Solutions seeks an analyst to assist portfolio managers in the day-to-day... ...portfolios to support analytical and operational needs. The role can be remote or hybrid... ...portfolio management team on the day-to-day investment management operations including...Remote work
- ...LIM Portfolio Operations Analyst Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion... ...Operations Professional to deliver exceptional back‑office support for our fixed income and equity portfolios....
$71k - $125k
...Boston Massachusetts Job Summary The Portfolio Manager Analyst (PMA) provides relationship... ...development, lending/sales support, and operational support. Essential Functions Proactively... ...experience (preferred) Proficiency in MS Office suite, spreadsheets, Internet...Work experience placementInterim roleBank staffFlexible hoursNight shift- ...Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our... ...develop an expansive knowledge of investment banking practices and products,... ...professionals in over 60 offices operating in the major financial centers in...Work at office
- Wellington Management Company is seeking a Fixed Income Portfolio Analyst to work with the Global Credit team in Boston. In this role, you... ...portfolio managers and traders, ensuring the accurate execution of investment strategies. The position requires a minimum of 3-5 years of...
- ...Group is a global alternative investment management firm focused on... ...$227.6 billion* and operate across multiple offices globally. Man Group plc is... ...generation, risk management, portfolio construction and... ...Overview The Senior Portfolio Analyst role puts you at the intersection...
$80k - $150k
Fixed Income Portfolio Analyst - Boston, MA Wellington Management seeks a Fixed Income Portfolio... ...Credit team in Boston, implementing investment strategies across client portfolios. Responsibilities... ...investment processes and minimize operational risks. Maintain and improve internal...Flexible hours$70k - $90k
Masis Professional Group is seeking a Portfolio Analyst in Boston. The ideal candidate will provide support to a small team of Senior Advisors managing UHNW clients by performing client reporting, monitoring portfolio transactions, and ensuring the integrity of portfolio...- Fixed Income Portfolio Analyst, Securitized Team page is loaded... ...offers comprehensive investment management... ...processes and minimize operational risks; and • Monitoring... ...initiate projects that lead to improved implementation... ...work from our offices 4 days a week with flexibility...Full timeRemote workFlexible hours1 day per week
- InforCapital, partnership in Boston is seeking an Investment Analyst to join their Venture Capital team. The role is designed for candidates early in their career and provides high exposure to procurement and analytics within the VC sector. The ideal candidate will have...
- A global investment management firm based in Boston is seeking a Fixed Income Portfolio Analyst for their Securitized Team. The role involves collaborating with Portfolio Managers to execute effective investment strategies, maintaining compliance with client guidelines...
$79.2k - $88k
Brown Advisory in Boston seeks a dynamic Operations team member to support complex client reporting through the Addepar portfolio accounting system. This role involves owning operational processes, generating reports, and collaborating with client teams. Candidates must...- ...Reporting to the Exe. Director of Digital Operations and Strategic Portfolio Management, the candidate in this... .... Here’s What You’ll Do: Assist in leading the operational delivery of Moderna... ...that spans Cross CMC data investments, lab automation, and AI/ML-enabled...Permanent employment
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