Portfolio Analyst
SDL Search Partners
Portfolio AnalystWe 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 senior leadership to drive portfolio optimization and decision-making.Key Responsibilities:Support portfolio monitoring and performance analysis across multiple real estate fundsDevelop and maintain fund-level financial models to support forecasting, scenario analysis, and investment decisionsPrepare executive-level financial reports and presentations for internal stakeholders, investors, and partners.Collaborate with acquisitions, asset management, and finance teams to consolidate portfolio data and track key performance metricsIdentify and implement process improvements to enhance reporting accuracy, efficiency, and scalabilityAssist in annual budgeting, reforecasting, and valuation processes for real estate portfoliosQualifications:Bachelor's degree in Finance, Real Estate, Economics, or a related field35 years of relevant experience in real estate investment, fund analysis, or portfolio managementStrong financial modeling skills with experience in fund-level modeling and performance trackingProven ability to prepare and present financial data to executive stakeholdersProficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plusExcellent analytical, organizational, and communication skills.Preferred Qualifications:Experience with private equity real estate funds or REIT structuresUnderstanding of real estate valuation methodologies and performance metricsExposure to process improvement initiatives and cross-functional collaboration
$80k - $150k
...term view that aligns our perspectives with those of our clients.About the RoleOVERVIEW We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Global Credit team to implement their investment strategies in client...SuggestedFull timeRemote workFlexible hours1 day per week$95k - $125k
...Portfolio AnalystBoston; MassachusettsMan Group is a global alternative investment management firm focused on pursuing outperformance for... ...can be found at As at 30 June 2026Role OverviewThe Portfolio Analyst role puts you at the intersection of quantitative research, portfolio...SuggestedLocal areaFlexible hoursMan Group
Boston, MA4 days ago$100k - $120k
...Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a high‑visibility role supporting the financial performance and strategic decision‑making of a diverse portfolio of data center assets. You will partner closely...SuggestedDigital Realty Trust, L.P.
Boston, MA3 days ago- ...Portfolio AnalystActual compensation for this role is commensurate with experience, skill set, and other qualifications.Under the general direction of the First Vice President-Sr Comm Credit and Portfolio Officer, performs a variety of administrative tasks in connection...Suggested
East Cambridge Savings Bank
Cambridge, MA5 days ago - ...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...Suggested
SDL Search Partners
Boston, MA2 days ago - ...and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs. The Portfolio Analyst manages trading processes for the investment team and ensures optimized workflows. The Portfolio Analyst is an active member of...Work experience placementWork at office
F.L.Putnam Investment Management Company
Needham Heights, MA3 days ago $100k - $150k
...Artisan Partners Limited Partnership is seeking a Portfolio Oversight Analyst within Trade Operations. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment...Work at officeNight shiftAfternoon shiftWeekday workArtisan Partners
Boston, MA4 days ago$175k - $200k
...Position Summary: The portfolio solutions team is seeking an experienced Portfolio Analyst to support portfolio construction, customization, and portfolio solutioning efforts across investment strategies. The role focuses on enhancing the investment process by applying...Work at officeLocal areaFranklin Templeton Investments
Boston, MA4 days ago- ...Finding the Perfect Match in… Who should apply: Investment banking analysts, credit analysts, or leveraged finance professionals looking to move closer to the buy side. If you enjoy working with portfolio-level data, understanding how deals perform post‑close, and...Full time
Private Equity Jobs
Boston, MA2 days ago - East Cambridge Savings Bank in Cambridge, MA is seeking a Portfolio Analyst to support the Lending Division by managing the loan portfolio and monitoring financial reporting and covenants. The role reports to the First Vice President-Sr Comm Credit and Portfolio Officer...
- FL Putnam Investment Management’s Portfolio Analyst role sits within the Portfolio Analysis Team in Massachusetts (Lynnfield, Needham or Boston). The analyst manages trading processes for the investment team and ensures optimized workflows, collaborating across teams to...
$78k - $140.5k
The Investment Analyst, Fixed Income is accountable for providing timely, actionable, and accurate detailed investment analysis and... ...assist them to build focused, high-performing, and well-structured portfolios. The Investment Analyst is responsible for determining and...Full timeTemporary workLocal areaFlexible hours$80k - $150k
...business. The basis of this role is to be a subject matter expert and portfolio representative for colleagues, clients and consultants. This... ...to formal, investment review group processes.Investment Analyst Role and ResponsibilitiesThe Investment Analyst will work as part...Full timeRemote workFlexible hoursShift work1 day per week- Man Group plc in Boston is seeking a Portfolio Analyst at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own or assist in critical parts of the investment process, from signal validation to portfolio risk management...
- Leading Growth Equity Firm | Boston, MA | On-Site A leading growth equity firm is seeking a Portfolio Monitoring & Valuation Analyst to join its Finance team in Boston. This is a high-impact role at the intersection of private markets, valuation, portfolio analytics, and...
$72.88k - $109.32k
A leading food retailer is seeking a Project Portfolio Analyst in Quincy, MA. This role includes responsibilities in reporting and monitoring, along with supporting portfolio management standards. Applicants should have a Bachelor's degree and at least 3 years of project...Remote workFlexible hours$90k - $180k
...investment teams, and business professionals on the areas described above. Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. The individual will also contribute to...Remote workFlexible hours1 day per weekWellington Management
Boston, MA2 days ago- ...Investment AnalystInvestment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital... ...:Coordinate and participate in fundraising meetings and portfolio updates with general partners. Participate in manager assessment...
Cambridge Associates
Boston, MA5 days ago $60k - $120k
Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific... ...style analysis on plans to ensure optimal diversification in portfolios. Monitor industry fee levels, including fee levels on...Second jobFlexible hoursShift workAscensus
Newton, MA1 day ago$135k - $200k
...activities utilizing complex statistical and mathematical techniques and modeling, including analyzing complex financial documents and analyst reports, and assessing the probability and timing of potential mergers. Researching and developing analytical tools to assess...Full timeContract workFor contractorsFor subcontractorInternshipWork at officeWeiss Asset Management LLC
Boston, MA5 days ago$105k - $135k
...retained to search, identify and recruit a Special Situations Analyst on behalf of our client ('Company'). This candidate will be located... ...States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level...Work at officeShine Associates
Boston, MA2 days ago$87.92k
...Chicago or Houston-based regional team. Roles and responsibilities: Provide a comprehensive account management service to an assigned portfolio of key investors. Successfully build and manage a pipeline of knowledge-driven investment opportunities and projects, with primary...Permanent employmentFull timeSelf employmentWork at officeLocal areaWork from homeOverseasVisa sponsorshipWork visaMonday to FridayDepartment for Business, Innovation, Science and Trade
Boston, MA10 hours ago$90k - $110k
...Overview The Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset management... ...databases for both WS properties and comparable properties for portfolio management purposes ~ Participating in communication with...Immediate startWS Development
Chestnut Hill, MA2 days ago- ...Great Gray is seeking a Senior Investment Analyst to join its Investment team in Boston. This role supports portfolio management, manager research, and client support, requiring advanced Excel skills and a strong background in investment management. With 6+ years of experience...
Medium
Boston, MA4 days ago $60k - $120k
...Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific... ...style analysis on plans to ensure optimal diversification in portfolios. Monitor industry fee levels, including fee levels on...Second jobFlexible hoursShift workAscensus
Boston, MA1 day ago$75k - $120k
...Houlihan Lokey in Boston seeks a Financial Analyst for its Portfolio Valuation practice. This role involves working with clients to provide valuations of illiquid debt and equity securities, conducting financial analyses, and developing financial models. The ideal candidate...Houlihan Lokey
Boston, MA4 days ago- ...Summary: FM Investments Management (FMIM) is seeking an Analyst – Private Equity to support its growing private equity and private... ..., and return sensitivities. In addition, the role will support portfolio construction, risk analysis, and ongoing performance monitoring...Full timeWork experience placementWork at office
FM Corporation
Boston, MA5 days ago - ...Skills Job Description We are looking for a detail-oriented Investment Analyst to evaluate investment opportunities, analyze financial markets, and provide strategic recommendations that support portfolio growth. The successful candidate will conduct market research,...
Mybridge
Boston, MA5 days ago $130k - $160k
...performing investment operations team. This role offers broad exposure across both public and private markets, supporting a diverse portfolio that includes private credit, private equity, venture capital, hedge funds, real estate, equities, fixed income, derivatives, and...Daley and Associates
Boston, MA4 days ago$90k - $120k
...Atlantic Group seeks an Investment Operations Analyst in Boston, MA to support investment operations, transaction processing, financial analysis, and related activities within an investment management environment. The ideal candidate has a background in finance, accounting...Atlantic Group
Boston, MA4 days ago
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