Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Strategy Associate: Client-Focused Investing

Brown Advisory Incorporated

Brown Advisory’s Boston office is seeking an Associate Portfolio Manager to support and enhance portfolio management across a diverse client base, including individuals, families, trusts, and institutions. The role requires strong quantitative and analytical skills, client communication, and the ability to work closely with the Portfolio Management team. MBA or CFA in progress is preferred, and familiarity with Bloomberg, FactSet, and other institutional tools adds value. #J-18808-Ljbffr Brown Advisory Incorporated

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Strategy Associate: Client-Focused Investing in Boston, MA vacancy
  • $105k - $125k

     ...a global, systematic investment manager at the forefront...  ...expertise to help clients navigate complex markets...  ...benefits, and a casual but focused office culture—all...  ...Overview:The role is in the Portfolio Control group within...  ...reporting.Operational Strategy — Identify process... 
    Suggested
    Casual work
    Work at office
    Local area
    Worldwide
    Flexible hours
    3 days per week

    Acadian Asset Management

    Boston, MA
    5 days ago
  • 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...  ...performance reports and client materials while learning to navigate... 
    Suggested

    Ballentine Partners

    Boston, MA
    2 days ago
  • $100k - $145k

    Morgan Stanley Investment Management (“MSIM”)...  ...solutions to a diverse client base, which...  ...About the TeamThe Portfolio Specialist Team...  ...insights, and product strategy across the firm’s...  ...approaches focused on delivering strong...  ...seeking a Senior Associate to join the... 
    Suggested
    Temporary work
    Work at office
    Worldwide

    Morgan Stanley

    Boston, MA
    2 days ago
  • 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...  ...materials for fundraising and client updates. A strong analytical mindset... 
    Suggested

    Harbourvest Partners (U.K.) Limited

    Boston, MA
    14 hours ago
  • $114k - $197k

     ...The CompanyLiberty Mutual Investments manages Liberty Mutual Insurance...  ...Group’s global investment portfolio across public and private markets...  ....As LMI advances its 2030 strategy, the firm is expanding its...  ...programs as a developing Associate PM. Over time, you will build... 
    Suggested
    Contract work
    Work at office
    Local area
    Flexible hours

    Liberty Mutual

    Boston, MA
    2 days ago
  • $85k - $95k

     ...impactful solutions to our clients and investing partners. As our...  ...Product Management Associate will support the growth...  ...activities, portfolio analysis and reporting...  ...that this role is not focused on evaluating and executing...  ...portfolio and strategy-level analyses to support... 
    Full time
    Work at office
    Local area
    Remote work
    1 day per week

    HarbourVest Partners

    Boston, MA
    3 days ago
  • 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... 

    Morgan Stanley

    Boston, MA
    4 days ago
  • $125k - $215k

     ...CompanyLiberty Mutual Investments (LMI) is the...  ...powering Liberty’s strategy amid profound change...  ..., LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum...  ...execution-oriented Associate to drive and scale... 
    Local area
    Immediate start
    Flexible hours

    Liberty Mutual

    Boston, MA
    1 day ago
  • $120k - $130k

     ...impactful solutions to our clients and investing partners. As our...  .... About Evergreen Portfolio Management The...  ...Portfolio Management Associate, you will support the...  ...with our investment strategy teams as well as a wide...  ...attentive to detail and focused on the execution of... 
    Full time
    Work at office
    Local area
    Remote work
    1 day per week

    HarbourVest Partners

    Boston, MA
    6 days ago
  • 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... 

    Eastern Bank

    Boston, MA
    4 days ago
  • $90k - $265k

     ...CompanyLiberty Mutual Investments (LMI) is the...  ...powering Liberty’s strategy amid profound change...  ..., LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum...  ...a Senior Analyst / Associate as the mandate executes... 
    Work experience placement
    Local area
    Flexible hours

    Liberty Mutual

    Boston, MA
    3 days ago
  • $70k - $140k

     ...providing a wide range of investment banking, securities,...  ...'s employees serve clients worldwide including...  ...consultants to build portfolios focused on what's important to...  ...and alternative strategies to complement clients...  ...environment.The mission of the Associate Investment Engineer... 
    Temporary work
    Work at office
    Local area
    Remote work
    Worldwide
    3 days per week

    Morgan Stanley

    Boston, MA
    2 days ago
  • $100k - $215k

     ...to innovate.Liberty Mutual Investments (LMI) is the investment firm...  ..., equity, and alternative strategies, LMI invests more than $100...  ...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... 
    Work at office
    Local area
    Flexible hours

    Liberty Mutual

    Boston, MA
    1 day ago
  • $120k

    Associate, Specialized Portfolios - Liberty Mutual Investments Job Locations: US-MA-Boston ID 2026-154275 Position Type Full-Time Job Grade 63 Department 043D-10622 Global Strategy and Capital Allocation Market Liberty Mutual Investments (LMI) Minimum Salary USD $120,0... 
    Full time
    Work at office

    Liberty Mutual

    Boston, MA
    2 days ago
  • $120k

    Associate, Energy and Infrastructure Credit - Liberty Mutual Investments Job Locations US-MA-Boston ID 20...  ...and alternative strategies, LMI invests more...  ...LMI has a single client mandate. This gives...  ...the freedom to focus on what we do best. Our portfolio spans a broad spectrum... 
    Full time
    Work experience placement
    Flexible hours

    Liberty Mutual

    Boston, MA
    3 days ago
  • $90k

     ...communications to help clients shape strategy, launch innovations,...  ...and motivated Associate Consultant. Kx Advisors...  ...healthcare sector through portfolio strategy, market and...  ...office. With a strong focus on strategy, we offer...  ...Offer At BGBx, we invest in our people because... 
    Work experience placement
    Summer work
    Internship
    Work at office

    BGBx Consulting

    Boston, MA
    12 days ago
  • $90k - $180k

     ...offers comprehensive investment management capabilities...  ...objectives of institutional clients in more than 60...  ...motivated and results-driven Associate to join our Private...  ...stage. The investment strategy spans a broad set of...  ..., and management of portfolio companies. The ideal candidate... 
    Full time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    3 days ago
  •  ...impactful solutions to our clients and investing partners. As our global firm...  ...used as needed.The Senior Associate, Client Marketing will shape...  ...priorities, product focus areas, and audience insights...  ...channel plansDefine audience strategies across global wealth segments... 
    Full time
    Work at office
    Local area
    Remote work
    Home office
    1 day per week

    HarbourVest Partners

    Boston, MA
    1 day ago
  • $90k - $110k

     ...deliver impactful solutions to our clients and investing partners. As our global firm...  ...days to be used as needed.The Portfolio Analytics team is seeking a Senior Associate to help lead and evolve our third...  ...partnerships, with a primary focus on Acuity Analytics. This role... 
    Full time
    Work at office
    Local area
    Remote work
    1 day per week

    HarbourVest Partners

    Boston, MA
    5 days ago
  • $100k - $125k

    Associate, StrategyWhy join Aptiv? You'll have the opportunity...  ...to the Chief Strategy Officer and located in...  ...continues to evolve its portfolio and expand across...  ...competitiveness, enable investment, and manage risk, including...  ...diversification focus areasExperience with Python... 
    Full time
    Temporary work
    Work experience placement
    Relocation package

    Control Tec

    Boston, MA
    2 days ago
  • $85k - $115k

     ...in Florida and New Hampshire and clients worldwide. Our client families rely...  ...is looking for an enthusiastic Portfolio Associate to join our growing Investments team. The Portfolio Associate is...  ...required in executing the investment strategy. Responsibilities include:... 
    Temporary work
    Internship
    Worldwide
    Visa sponsorship
    Work visa
    Flexible hours

    Ballentine Partners

    Boston, MA
    5 days ago
  • $110k - $140k

     ...a leading global investment firm that offers...  ...supporting growth in its portfolio companies and...  ...Overview KKR’s Client Operations team...  ...and overarching strategy related to client...  ...Senior Analyst or Associate to join the Wealth...  ...across KKR’s wealth‑focused investment... 
    Local area

    KKR

    Boston, MA
    5 days ago
  •  ...Quantitative Research and Strategy, Healthcare AI AssociateRA...  ...job openings matching "VC / Associate jobs in Boston, United States...  ...is a leading healthcare-focused investment firm with $10B+ in assets under...  .... The team focuses on portfolio management, risk management... 

    InforCapital, partnership

    Boston, MA
    2 days ago
  • Senior Associate, Client Onboarding Hybrid work arrangement. The Senior...  ...such as investor relations, investment staff, legal, compliance, tax...  ...and commingled fund strategies, working closely with investments...  ...a strong client‑focused mindset and a commitment to... 
    Work at office

    Harbourvest Partners (U.K.) Limited

    Boston, MA
    14 hours ago
  • $102k - $153k

     ...Petra, we enable fund managers to focus on the tasks that add the most...  ...detail first. What You Will Do Our client is seeking a talented Portfolio Management Associate. This individual will serve as...  ...take on broader portfolio and investment work as the platform scales. Responsibilities... 
    Immediate start
    Flexible hours

    Petra Funds Group

    Boston, MA
    4 days ago
  • $80k - $115k

     ...a leading alternative investment manager with offices in...  ...accounting, sourcing, portfolio support, IT, and...  ...allows deal teams to focus their energy and resources...  ...for our investors. The Associate will play a key role in...  ...multiple funds and strategies. Additionally, the individual... 
    Work at office
    3 days per week

    Audax Group

    Boston, MA
    14 hours ago
  • $140k - $150k

     ...impactful solutions to our clients and investing partners. As our global firm...  ...candidates for our pre-MBA Associate program in the Primary...  ...including benchmarking and portfolio company underwriting, forming...  ...Our strengths extend across strategies, enabled by our team of more... 
    Work at office
    Local area
    Remote work
    1 day per week

    Harbourvest Partners (U.K.) Limited

    Boston, MA
    3 days ago
  • $10 per hour

    Quantitative Research and Strategy, Healthcare AI Associate Imagine if you had the skills, knowledge...  ...innovators in the world. We invest flexibly—seed to IPO and beyond...  ...data-driven analyses. The team focuses on three core areas: portfolio management, risk management,... 
    Work at office
    Relocation
    Flexible hours

    RA Capital Management, LLC

    Boston, MA
    14 hours ago
  • $110k - $120k

     ...deliver impactful solutions to our clients and investing partners. As our global firm grows,...  ...remote days to be used as needed. Portfolio Senior Associate plays a critical role in supporting...  ...credit. Our strengths extend across strategies, enabled by our team of more than 1... 
    Work at office
    Local area
    Remote work
    1 day per week

    Harbourvest Partners (U.K.) Limited

    Boston, MA
    5 days ago
  •  ...capabilities and of the Strategy and Transformation...  ...AI initiatives, with a focus of leading and accelerating...  ...business. As a Senior Associate Strategy Program...  ...functional teams, and clients. Through your technical...  ...today we are a leader in investment banking, consumer and... 
    Work at office

    J.P. Morgan

    Boston, MA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Strategy Associate: Client-Focused Investing. Be the first to apply!