Portfolio Specialist
Harvard University
Harvard University is seeking a senior researcher administrator to lead the FAS research portfolio management and concierge navigation for complex, multi-departmental issues. The role blends financial oversight with policy interpretation to support PIs and RPMs across the research enterprise. The ideal candidate has extensive experience in post-award management, excellent communication, and the ability to design decision trees and guides that streamline workflows in a hybrid on-campus setting. #J-18808-Ljbffr
$100k - $145k
...to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.About the TeamThe Portfolio Specialist Team is a strategic function within Eaton Vance Equity, part of Morgan Stanley Investment Management. The team serves as the...SuggestedTemporary workWork at officeWorldwide- ...Morgan Stanley Investment Management is seeking a Senior Associate to join the Portfolio Specialist Team, supporting Eaton Vance Equity and Atlanta Capital. You will craft investment messaging, prepare client-facing materials, and assist in institutional client meetings...Suggested
$110k - $150k
...opportunity: About the Role This individual will report to the Director of Portfolio Implementation and will work closely with our global equity and alpha strategies investment teams. This Portfolio Specialist position will be located in Boston. About the Team The Trading...SuggestedWork at officeLocal areaWork from homeWorldwide- ...Eastern Bank is looking to hire a Private Banking Portfolio Administrator in Boston, MA. This role focuses on providing exceptional client service, managing documentation, and supporting business development teams. The ideal candidate will have at least 3 years of experience...Suggested
- Origin Staffing, a leading growth equity platform in Boston, seeks a Portfolio Monitoring & Valuation Analyst to join its Finance team. You will own quarterly valuations, portfolio reporting, and regulatory and investor reporting, while building tools to improve how the...Suggested
- Morgan Stanley is seeking a Senior Associate to join the Portfolio Specialist Team supporting the Eaton Vance Equity platform. You will develop investment messaging, create client-facing materials, and engage with institutional clients, consultants, and Financial Advisors...
- GW&K is seeking a Fixed Income Portfolio & Data Analyst in Boston to support municipal and taxable fixed income teams with attribution, positioning, and risk reporting. You will bridge analytics between investment professionals and our ED&A data infrastructure. You’ll manage...
- Manulife Financial seeks an ETF and Model Portfolio Specialist to drive adoption across financial advisors, platforms, and intermediaries. You will partner with internal teams to grow AUM, position Manulife John Hancock Investments as a leader, and expand advisor engagement...Remote job
$125k - $216.7k
The ETF & Model Portfolio Specialist is a client-facing, business development role responsible for driving ETF and model portfolio adoption across financial advisors, platforms, and intermediary channels. This individual partners closely with Business Consultants and internal...Full timeTemporary workLocal areaRemote workFlexible hours$70k - $118.75k
About The Team The Global Multi-Asset Solutions & Model Portfolios (GMAS) team is responsible for the commercialization, customization, and delivery of SSIM's model portfolio solutions across RIAs, broker-dealers, platforms, and institutional partners. The team works closely...Temporary workFlexible hours$105k - $125k
...office culture—all designed to support the meaningful, collaborative work that defines Acadian.Position Overview:The role is in the Portfolio Control group within the Investment Operations department. The Portfolio Control team sits at the intersection of operations, fund...Casual workWork at officeLocal areaWorldwideFlexible hours3 days per week$100k - $120k
...infrastructure investments with AUM of approximately $42 billion as of December 31, 2025. The team is currently looking to hire an Associate, Portfolio Analytics covering Real Estate Secondaries in our Boston, MA location to join our dynamic Finance team of approximately 60...Full timeTemporary workWork experience placementCurrently hiringFlexible hours$100k - $160k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments...Full timeWorldwide$110k - $120k
...per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Portfolio Senior Associate plays a critical role in supporting HarbourVest’s Private Markets teams across portfolio management, and...Full timeWork at officeLocal areaRemote work1 day per week- ...reconciliations and customized daily/monthly reporting packages to clients and internal teams; Ensure all life cycle events for portfolios containing multiple asset types are reviewed and accurate prior to external delivery;Assist with new client onboardings, audits,...Work at office
$90k - $110k
...per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Portfolio Analytics team is seeking a Senior Associate to help lead and evolve our third-party vendor partnerships, with a primary focus on...Full timeWork at officeLocal areaRemote work1 day per week$90k - $180k
...firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in...Local areaFlexible hours$85k - $115k
...workforce with a variety of skills, workplace experiences, and backgrounds Ballentine Partners is looking for an enthusiastic Portfolio Associate to join our growing Investments team. The Portfolio Associate is responsible for supporting Senior Investment Advisors in...Temporary workInternshipWorldwideVisa sponsorshipWork visaFlexible hours- ...HarbourVest Partners in Boston seeks a Senior Portfolio Operations Analyst to support private markets portfolio operations, data management, and IBOR oversight across Credit and Evergreen teams. You will collaborate with internal groups and external fund administrators...
$90.4k - $135.6k
...SummaryTango Therapeutics has an exciting new opportunity for a Senior Specialist, Biosamples to join the Companion Diagnostics and Clinical... ...for early phase and late-stage trials in Tango’s clinical portfolio.Your Role:Accountable for tracking, coordinating and...Contract work- Ballentine Partners seeks a Portfolio Associate to support Senior Investment Advisors with asset allocation, portfolio construction, and investment strategy execution. The role requires strong analytical and communication skills and comfort with complex financial models...
$120k - $147k
...take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. About Evergreen Portfolio Management The Evergreen Portfolio Management team manages HarbourVest's product suite of private equity evergreen portfolios. The...Work at officeLocal areaRemote work1 day per week$80k - $115k
...members are supported by professionals in several key functional areas including legal, capital markets, finance/accounting, sourcing, portfolio support, IT, and business development. Our model allows deal teams to focus their energy and resources on what matters most -...Work at office3 days per week- A leading financial services firm in Boston is seeking an Associate for a Portfolio Analytics team. Candidates should have 1-3 years' experience in investment banking or credit analysis. The role involves analyzing portfolio performance, monitoring risks, and supporting...Full time
$102k - $153k
...collaboratively. We are relentless in our process and put attention to detail first. What You Will Do Our client is seeking a talented Portfolio Management Associate. This individual will serve as the operational backbone of the Portfolio Management function. Working closely...Immediate startFlexible hours$63k - $80k
...opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position conducts valuations of various...Work at officeLocal areaVisa sponsorshipFlexible hours$92.5k - $110k
Position Summary The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution of investment strategies based on client goals. The Portfolio Management...Temporary work- HarbourVest is seeking an Evergreen Portfolio Management Associate to own the fund’s model portfolio, monitor investments, and support liquidity strategy for evergreen funds aimed at high-net-worth and institutional investors. You will work with investment strategy teams...
$100k - $120k
...infrastructure investments with AUM of approximately $42 billion as of December 31, 2025. The team is currently hiring an Associate, Portfolio Analytics covering Real Estate Secondaries in Boston, MA to join our dynamic Finance team located across West Hartford, CT; Boston...Temporary workCurrently hiringFlexible hours- ...to help endowments & foundations, pension plans, and ultra‑high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services...Work experience placementLocal areaWorldwide
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