Financing Solutions - Portfolio Finance Business Officer, Assistant Vice President
$135kState Street
Financing Solutions - Portfolio Finance Business Officer, AVP Onsite: Boston, MA Who we are looking for The Financing Solutions Portfolio Finance team supports our Agency Lending, Prime Services and Secured Financing businesses with a focus on portfolio analytics, strategic planning and revenue & resource optimization. We serve at the intersection of data, reporting and scenario analysis to deliver actionable insights that improve decision making. Why this role is important to us The team you will be joining is a part of State Street Markets (SSM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for Serve as strategic advisor to the Financing Solutions business owners, working closely with executive leaders and support functions to drive growth, profitability and market expansion. Define and drive strategy for these businesses, ensuring alignment and successful implementation of strategic initiatives. Develop deep understanding of business drivers, including revenue & balance sheet attributions. Oversee quarterly and annual financial planning in collaboration with Markets CFO and Investor Relations. Empower Client Management and Trading with portfolio analytics, scenario analysis and optimization tools in collaboration with Portfolio Finance quantitative leads. Conduct in‑depth market research and competitive analysis to identify opportunities, trends, and challenges. What we value A dynamic problem solver – consistently utilizes a solution driven mindset. A trusted advisor with the tenacity and business acumen to provide thought leadership to deliver positive commercial outcomes and shape medium‑term outlook. Ambitious and driven to deliver business strategy transformation. Detail oriented – understands the nuances that can impact overall outcomes. A strong influencer and thoughtful communicator who can express complex ideas in simple, practical terms. Ability to learn quickly, juggle multiple projects, and work autonomously. Entrepreneurial and self‑directed – operates as an owner. Education & Preferred Qualifications 4+ years of experience in Financial Services or Management Consulting required. Comfortability with modern data management tools (e.g., Databricks). Proficiency in Microsoft Office tools. Salary Range $135,000 - $135,000 Annual Benefits Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long‑term disability, and other optional additional coverages; paid‑time off including vacation, sick leave, short‑term disability and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and eligibility for certain tax‑advantaged savings plans. Job Application Disclosure It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Equal Opportunity Employer As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. #J-18808-Ljbffr State Street
$120k
...and Prime Brokerage businesses. State Street’s presence... ...group within Markets Financing Solutions - Client Service.... ...lending and innovative portfolio strategies, they turn... ...fast - paced, front office environmentAbility to... ...access to our Employee Assistance Program; incentive...SuggestedTemporary workWork at officeFlexible hours$175k - $200k
Franklin Templeton is looking for an experienced Portfolio Analyst in Boston to support portfolio construction and provide customized investment solutions. The role involves collaborating with various teams to enhance the investment process through strong quantitative and...Suggested$175k - $200k
Franklin Templeton Investments seeks an experienced Portfolio Analyst to join their portfolio solutions team in Boston, MA. You will focus on portfolio construction and optimization to deliver tailored investment products through collaboration with various teams. The ideal...Suggested$175k - $200k
...culture to our globally diverse business, we offer opportunities not... .... Position Summary The portfolio solutions team is seeking an... ...hours: Hybrid (Four days in office) Work Location: Boston, MA... ...opportunities Learning Education Assistance Program (LEAP) Employee...SuggestedWork at officeLocal area$175k - $200k
Position Summary: The portfolio solutions team is seeking an experienced Portfolio Analyst to support portfolio construction, customization,... ...Schedule & Location Standard working hours: Hybrid (Four days in office). Work location: Boston, MA. Compensation Annual salary...SuggestedWork at officeLocal area$240k - $330k
Vice President, Informatics Solutions Portfolio The Vice President, Informatics Solutions Portfolio serves as the global business and portfolio owner for Informatics across Diagnostics, accountable... ...Treasury Department through the Office of Foreign Assets Control (OFAC)...Temporary workWork at officeLocal areaShift work$120k - $225k
Position: Portfolio Solutions Sales Vice President (VP) Location: Boston, MA. Overview As... ...River, Prime Brokerage, FX, Financing Solutions, and Research... ...and agency brokerage businesses. Firm understanding of global... .... Employee Assistance Program. Incentive compensation...Temporary work- STATE STREET CORPORATION is seeking a Portfolio Solutions Sales Vice President in Boston, MA. In this role, you will manage the Outsourced Trading and related services, focusing on relationship management and generating new client opportunities. The ideal candidate will...
- ...Vice President, Portfolio Manager, Credit Evergreen About the Company Renowned private markets... ...Professional Services Venture Capital Finance Financial Services Investing... ...global private markets and custom solutions About the Role The Company is...
$90k - $157.5k
...institutional investors. The Investment Solutions Group (ISG) is a premier... ...and manage multi‑asset portfolios within the Investment... ...discussions, portfolio reviews, and business development efforts. We are... ...; access to our Employee Assistance Program; incentive...Temporary work$125k - $250k
...suite of investment management solutions to a diverse global client... ...The Fixed Income Institutional Portfolio Manager / Senior Product... ...than 80,000 employees in 1,200 offices across 42 countries. At Morgan... ...opportunity to move about the business for those who show passion and...Temporary work$120k
...Repo, Agency Lending and Prime Brokerage businesses. State Street’s presence in securities... ...to join a new group within Markets Financing Solutions - Client Service. This individual will... ...simultaneously in a fast‑paced, front‑office environment Ability to build dashboards...Temporary workWork at office- ...Vice President of Solutions, BPO About the Company Provider of consulting, outsourcing, and technology... ...with a focus on driving new business growth within complex, enterprise environments... ...and expand a high-impact client portfolio. Experience in leading a team and a...
- ...Vice President of Risk Mitigation Solutions About the Company A fintech/payments company expanding fraud prevention and risk mitigation solutions... ...the company should possess a Bachelor’s degree in business, finance, IT, or a related field, and have a proven track...
$80k - $140k
...looking for This role is a Vice President position reporting... ...who brings strong business and operational leadership... ...tools and solutions are delivered with precision... ...we value The Middle Office plays a critical role... ...paid‑time off, employee assistance program, incentive...Work at office$96k - $181k
...Summary The VP, Portfolio Management is... ..., and assisting product partners... ...line of defense, Vice President PMs are expected... ...demonstrate a solutions‑oriented, growth... ...of line of business goals while still... ...experience in finance, accounting,... ...with Microsoft Office and the...Work experience placementBank staffWork at officeImmediate startRemote workFlexible hoursNight shift3 days per week- ...intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time... ...Asset Management's Customized Management Account Solutions business. Job Summary As a (junior) Vice President, Portfolio Oversight, you will oversee the day-to...
- J.P. Morgan is seeking a Vice President for Portfolio Oversight based in Boston, MA. In this role, you will manage the execution and governance... ...requires collaboration with various teams to enhance platform solutions and ensure successful client outcomes. #J-18808-Ljbffr J...
$120k - $160k
Treasury Operations Assistant Vice President - Bank Account Management Boston or... ...markets and insurance solutions. KKR aims to generate attractive... ...supporting growth in its portfolio companies and communities.... ...functions for the insurance business. The successful AVP must manage...Work experience placementLocal area- Vice President, Private Credit Strategy & Process... ...best practices, portfolio growth, and increasing... ..., durable solutions to data quality challenges... ...with Investor, Finance, Treasury,... ...degree in Finance, Business, Accounting, or a... ...related middle or back‑office function within...
$90k - $157.5k
...our Alternative Investment Solutions business group. Our PE team delivers... ...structures and a variety of portfolio investments. This... ...’s degree in accounting or finance. At least 5 to 6 years of... ...responsibilities; access to our Employee Assistance Program; incentive...Temporary work$130k - $160.58k
Assistant Vice President, Portfolio Management - Sponsor Finance Location: Boston What you'll do: As a Portfolio Manager II within... ...established Bank, region, and business line goals through active... ...presentation to Senior Credit Officers, Loan Committee, and executive...$80k - $97.5k
...EXCELLENT–ACCOUNTABLE–LEADERS–SOLUTIONS-ORIENTED About The... ...to hire a client portfolio analyst in the client... ...whose objective is to assist in providing our clients... ...degree with a major in finance, math or statistics... ...applications (strong Microsoft Office skills and the ability...Currently hiringWork at officeLocal areaWorldwide- ...onboarding and ongoing relationship Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market... ...interact with the broader investment organization to develop solutions. Requirements Bachelor’s degree 2+ years of operational or...
- ...Business Relationship Manager If you are customer focused... ...through financial solutions, education, and advice. You will manage a portfolio of new and existing business... ...knowledge of business, finance, banking, credit, and... ...proficient in MS Office tools including Outlook...Work experience placement
$80k - $140k
...are looking for As a Portfolio Services Assistant Vice President (AVP), you will be... ...priorities as business needs change. Successful... ...divisional Middle Office organization responsible... ...operational solutions for a large, complex... ...required; Accounting, Finance, or a related...Temporary workWork at officeShift work$90k - $157.5k
...Administration Services Business Unit of the... ...Group. The Assistant Vice President - Private Equity... ...Alternative Investment Solutions is a recognized... ...- and back-office requirements of... ...packages including portfolio schedules,... ...business, mathematics, finance or economics...Temporary workFlexible hours$100k - $120k
...Job Description Portfolio Analyst - Associate... ...leadership, including Vice Presidents, Directors, and Asset... ...a visible impact on business outcomes. What you... ...Bachelor's degree in Finance, Accounting, Business... ...and interconnection solutions. PlatformDIGITAL®, the...Full time$70k - $130k
...asset types, decentralized finance, tokenization, etc). At a minimum... ...will seek cutting‑edges solutions that are straightforward and... ...digital asset operations across a portfolio of value streams to deliver... ...; access to our Employee Assistance Program; incentive...Temporary work$165k - $195k
...market motion across the full AI solution stack—from infrastructure... ..., the ability to articulate business value, risk considerations,... ...with WWT’s AI solutions portfolio. Drive opportunities through... ...site Health Centers, Employee Assistance Program, Wellness program. Financial...Contract workShift work
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