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
$78k - $140.5k
The Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services team as well as other stakeholders throughout the organization. The Portfolio Analyst will...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hoursJohn Hancock
Boston, MA20 hours ago- ...An established full-service wealth management firm with over $1B in AUM seeks a client-facing Analyst to support the construction and ongoing management of client portfolios and financial plans. This role reports to the Branch Manager and requires three days in the office...SuggestedWork at office
BCI - Brokerage Consultants Inc
Boston, MA1 day ago - ...Waterstone Properties Group, Needham, MA Job Description - Portfolio Analyst (on site) The Portfolio Analyst will provide financial analysis and underwriting support across Waterstone's existing retail real estate portfolio, with a focus on ongoing property-level...Suggested
SelectLeaders
Needham Heights, MA20 hours ago $90k - $180k
...serves as a foundational data source for our investors, clients, and infrastructure teams who support the firm. The Senior Portfolio Accounting Analyst on the Reconciliation Team is primarily responsible for research and resolution of reconciliation items between...SuggestedFull timeRemote workFlexible hours1 day per weekWellington Management
Boston, MA3 days ago$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...SuggestedFull timeRemote workFlexible hoursShift work1 day per weekWellington Management
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 in Needham, MA is seeking a Portfolio Analyst to support trading operations for the investment team and collaborate across departments. The role involves executing and allocating trades across custodians, and helping ensure efficient...
$200k
...with $2.9 billion in assets under management focuses on a concentrated, long-biased, long/short equity strategy. They are seeking an analyst to join their team, emphasizing deep fundamental research and active engagement with management. Job Responsibilities:...Work experience placementLanding Point
Boston, MA1 day ago$65.7k
...Updated: October 1, 2026 Title: Investment Analyst Staff Group: Finance Reports To: Senior Investment Analyst Location... ...and climate-related risk and opportunity evaluation across the portfolio. ~ Proxy Voting and Stewardship: Support...Work at officeRemote workUnitarian Universalist Association
Boston, MA2 days ago- ...intellectually curious, collaborative and social individuals who are coming directly from their undergraduate studies. The Investment Analyst will develop in-depth investment theses for publicly traded U.S. companies, supported by building financial models and conducting...Full timeInternshipWork at officeVisa sponsorshipWork visa
NERISA RESEARCH USA CORP
Boston, MA1 day ago $80k - $150k
...across product teams. ROLE AND RESPONSIBILITIES Investment Analyst are members of product teams, which are led by an Investment... .... Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance...Remote workFlexible hours1 day per weekUnknown Planner
Boston, MA1 day ago- ...Investment Banking Analyst ALANTRA is a global mid-market investment banking and asset management firm with offices across Europe,... ...advice on M&A, capital raising, financial restructuring, credit portfolio, and capital markets transactions. Alantra's U.S. business,...Work at office
Alantra
Boston, MA4 days ago $95.04k - $116.16k
...management unit of the Treasury Department, the senior investment analyst role plays an integral role in supporting the oversight of the... ...Retirement, Employee Savings Plan, and Foundation investment portfolios with combined assets in excess of $7.0 billion. This role...Full timeFlexible hoursShift workBlue Cross and Blue Shield Association
Boston, MA3 days ago$120k - $225k
...fosters a long-term view that aligns our perspectives with those of our clients.About the RoleWellington Solutions manages customized portfolios across multi-asset, fundamental factors and quantitative approaches. The team brings allocators together to provide clients with...Full timeRemote workFlexible hours1 day per weekWellington Management
Boston, MA1 day ago$90k - $180k
....The PositionWe are currently seeking an Investment Compliance Analyst (“Analyst”) who will be part of the Investment Operations Team... ...specifically our Global Relationship Teams, Product Management and Portfolio ManagementThe Analyst will develop a deep understanding of...Full timeRemote workFlexible hours1 day per weekWellington Management
Boston, MA2 days ago$53.25k - $88.75k
The core job responsibility for a Compliance Analyst (non-exempt) is to monitor the John Hancock Group of Funds compliance activities, including sub-adviser and service provider oversight within a manager of managers’ structure. To ensure the funds remain in compliance...Full timeTemporary workWork at officeLocal areaFlexible hoursJohn Hancock
Boston, MA4 days ago$65 - $95 per hour
Contract Investment Operations & ETF Business Analyst $65-to-$95-hour, actual compensation commensurate with experienceHybrid, in-office... ..., including input, processing, and exports• Knowledge of portfolio management support in Passive Index Management and Exchange Traded...Contract workTemporary workWork at officeLocal areaRemote workMonday to FridayBlueSkyClarity
Boston, MA20 hours ago$90k - $180k
...our perspectives with those of our clients.THE POSITIONThe Risk Analyst, Fixed Income position is part of the global investment risk... ...department. The primary focus of GPS is leading Wellington Management’s portfolio oversight, risk measurement, and security analytics processes...Full timeRemote workFlexible hours1 day per weekWellington Management
Boston, MA20 hours ago$123k - $177.5k
...to managing and ensuring data quality, accuracy, and availability for stakeholders. This position will be part of a team of Data Analysts who directly own and are accountable for the stewardship of critical data domains, including centralized implementation, documentation...Full timeTemporary workLocal areaRemote workFlexible hoursMFS Investment Management
Boston, MA20 hours ago- ...Senior Investment Operations Analyst Randstad is seeking a Senior Investment Operations Analyst to support investment data operations, ensuring the accuracy, integrity, and timely distribution of pricing, valuation, and security master data. This role partners with...
Randstad
Boston, MA3 days ago $185k - $200k
...partners; making pitches to clients and prospects; conducting portfolio reviews with clients and overseeing important client responses... ...product specialist for liquid products, investment banking, equity analyst, consulting or transaction services experience. Spanish...Full timeWork at officeLocal areaRemote work1 day per weekHarbourVest Partners
Boston, MA2 days ago- ...Description Job Title Investment Operations Analyst Position Description Entry Level position performing routine duties to support client investment management operations. Support our nightly pricing responsibilities, process and confirm trades, research...Work experience placementNight shift
ASK Consulting LLC
Quincy, MA1 day ago $45 - $50 per hour
Randstad is seeking a Senior Investment Operations Analyst to support investment data operations, ensuring the accuracy, integrity, and... ...to data governance and documentation. Collaborate with portfolio operations, market data, and technology teams to ensure data accuracy...Hourly payPermanent employmentTemporary workWork experience placementShift workRandstad
Boston, MA2 days ago$65k - $85k
...SUMMARY/OBJECTIVE: The Portfolio Analyst is responsible for supporting the management, monitoring, and reporting of the Commercial Loan Portfolio. This position assists with portfolio analytics, quality assurance, risk monitoring, financial and covenant tracking, construction...Northern Bank
Woburn, MA1 day ago$168k - $240k
This is a role with one of Slalom’s global teams - we are open to hiring in many locations and travel will be required as needed by our clients. Who You’ll Work WithIn today’s world, fast beats slow, and the secret to speed is the intersection of people, experiences, and...Temporary workWork at officeLocal areaImmediate startSlalom
Boston, MA20 hours ago- Goodwin seeks a highly qualified class of 2025 associate to join our Private Equity group. Candidates must have some experience or a demonstrated interest in private M&A and growth equity transactions with a basic understanding of the diligence process, ancillary workstreams...
Goodwin Procter LLP
Boston, MA1 day ago $260k - $420k
My client is a leading law firm seeking a Mergers & Acquisitions Associate with 3–7 years of experience to join its M&A Practice in Boston. The role offers the opportunity to handle sophisticated M&A matters, work directly with clients, manage deal processes, and take ...Flexible hoursInterlink Talent Solutions
Boston, MA2 days ago$80k - $100k
...POSITION SPECIFICATION ACQUISITIONS ANALYST Shine Associates, LLC has been retained to search, identify and recruit an Acquisitions Analyst on behalf of our client (‘Company’). The position will be based in Boston, MA. CONFIDENTIALITY Shine Associates,...Work experience placementShine Associates
Boston, MA3 days ago$140k
...supporting product development efforts, overseeing the creation and maintenance marketing collateral, supporting the RFP process, writing portfolio positioning and attribution commentary, reviewing performance composites, auditing consultant database as well as other ad-hoc...Full timeLocal areaRemote workFlexible hoursMFS Investment Management
Boston, MA1 day ago$310k - $395k
Multiple Offices- Corporate, M&A, and Securities Associate New York, New York Philadelphia, Pennsylvania Washington, D.C. Lateral Associate Corporate, M&A, and Securities Blank Rome LLP has an opening for a corporate associate with 4-7 years of experience...Work at officeFlo Recruit, Inc.
Boston, MA1 day ago
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