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
$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...SuggestedCasual workWork at officeLocal areaWorldwideFlexible hours3 days per week- 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
$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...SuggestedTemporary workWork at officeWorldwide- 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
$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...SuggestedContract workWork at officeLocal areaFlexible hours$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 timeWork at officeLocal areaRemote work1 day per week- 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...
$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 areaImmediate startFlexible hours$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 timeWork at officeLocal areaRemote work1 day per week- 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...
$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 placementLocal areaFlexible hours$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 workWork at officeLocal areaRemote workWorldwide3 days per week$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 officeLocal areaFlexible hours$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 timeWork at office$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 timeWork experience placementFlexible hours$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 placementSummer workInternshipWork at office$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 timeRemote workFlexible hours1 day per week- ...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 timeWork at officeLocal areaRemote workHome office1 day per week
$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 timeWork at officeLocal areaRemote work1 day per week$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 timeTemporary workWork experience placementRelocation package$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 workInternshipWorldwideVisa sponsorshipWork visaFlexible hours$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- ...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...
- 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
$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 startFlexible hours$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 office3 days per week$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 officeLocal areaRemote work1 day per week$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 officeRelocationFlexible hours$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 officeLocal areaRemote work1 day per week- ...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
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