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

Portfolio Analyst - Trading & Portfolio Optimization

FL Putnam Investment Management

FL Putnam Investment Management is seeking a Portfolio Analyst in Massachusetts (Lynnfield/Needham/Boston area) to manage trading processes and support the Portfolio Analysis Team. The role collaborates with Portfolio Managers, Investment Advisors, and the Asset Allocation Committee to optimize workflows and ensure compliance with internal guidelines. The ideal candidate has a bachelor’s degree in business, finance, economics, or a related field and 1–2 years of trading experience. #J-18808-Ljbffr FL Putnam Investment Management

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Analyst - Trading & Portfolio Optimization in Needham Heights, MA vacancy
  •  ...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 the Portfolio Analysis Team, and collaborates... 
    Suggested
    Work experience placement
    Work at office

    F.L.Putnam Investment Management Company

    Needham Heights, MA
    3 days ago
  • $175k - $200k

    Franklin Templeton is looking for an experienced Portfolio Analyst in Boston to support portfolio construction and provide customized investment...  ...a solid understanding of equity strategies and portfolio optimization. The position offers a hybrid work schedule and a... 
    Suggested

    Franklin Templeton

    Boston, MA
    3 days ago
  • $175k - $200k

     ...Templeton. Position Summary The portfolio solutions team is seeking an experienced Portfolio Analyst to support portfolio...  ...techniques, including portfolio optimization, to deliver customized investment...  ...analyzing portfolios, evaluating trade-offs, and supporting... 
    Suggested
    Work at office
    Local area

    Franklin Templeton

    Boston, MA
    3 days ago
  •  ...Asset Management LLC, a global, data-driven investment manager headquartered in Boston, seeks an entry-level Analyst to join Portfolio Construction and Trading. You’ll gain hands-on exposure to portfolio implementation, trading, and quantitative analysis, applying Python... 
    Suggested
    3 days per week

    acadianassetmanagementllc

    Boston, MA
    3 days ago
  • Artisan Partners in Boston seeks a Portfolio Oversight Analyst within Trade Operations to enhance trading controls and ensure regulatory compliance across investment guidelines. You will code client guidelines into OMS, support trading desks, and manage regulatory reporting... 
    Suggested

    Artisan Partners

    Boston, MA
    2 days ago
  •  ...About the job Portfolio Analyst We are seeking a detail-oriented and strategic Portfolio Analyst to join our dynamic real estate...  ...working closely with senior leadership to drive portfolio optimization and decision-making. Key Responsibilities: Support... 

    SDL Search Partners

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

     ...Properties seeks an experienced Financial Analyst to join its team of property management professionals at an assigned portfolio in Boston and surrounding areas. Functions...  ...helping them understand financial metrics and optimize their property-level budgets in... 

    Peabody Companies

    Boston, MA
    2 days ago
  • $120k - $140k

    Senior Portfolio Analyst, Fund Accounting & Valuations Senior Portfolio Analyst, Fund Accounting & Valuations This range is provided by...  ...operations, including automation, system enhancements, and process optimization Partner with internal teams to support special projects,... 
    Permanent employment
    Full time
    Work at office

    firstPRO, Inc

    Boston, MA
    2 days ago
  • Dedham Savings is seeking a Credit Portfolio Manager I to provide credit analysis support for significant and complex Commercial Lending relationships and to support portfolio administration, including annual reviews, covenant testing, and risk rating accuracy. The role... 

    South Shore Bank

    Dedham, MA
    14 hours ago
  • $80k - $150k

     ...About the RoleOVERVIEW We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Global...  ...that lead to improved implementation of strategies and trades Ability to work well under pressure and prioritize tasks Strong... 
    Full time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    3 days ago
  • $95k - $125k

     ...EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at As at 30 June 2026 Role Overview The Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll... 
    Local area
    Flexible hours

    Man Group

    Boston, MA
    4 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... 

    Digital Realty Trust, L.P.

    Boston, MA
    3 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, MA
    2 days ago
  •  ...experience, skill set, and other qualifications. East Cambridge Savings Bank’s Lending Division is actively recruiting for a Portfolio Analyst. Function : Under the general direction of the First Vice President-Sr Comm Credit and Portfolio Officer, performs a variety of... 

    Socket

    Cambridge, MA
    2 days ago
  • Liberty Mutual Investments is seeking a Senior Analyst for the Portfolio Strategy & Management team. The role spans the private investment platform, including private equity, real estate, private credit and energy/infrastructure, to drive value through portfolio construction... 

    Liberty Mutual

    Boston, MA
    1 day ago
  • Capital One is seeking an Analyst, Underwriting & Portfolio Management within the Commercial Real Estate group in Cambridge, MA. The role advances beyond basic credit risk management, with responsibilities including due diligence, financial analysis, and collaboration on... 

    Capital One

    Cambridge, MA
    3 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 office
    Night shift
    Afternoon shift
    Weekday work

    Artisan Partners

    Boston, MA
    4 days ago
  • Peabody Properties seeks an experienced Financial Analyst to join its team of property management professionals at an assigned portfolio in Boston and surrounding areas. Responsibilities include budgeting, forecasting, KPI analysis, and preparing comprehensive financial... 

    Peabody Companies

    Boston, MA
    2 days ago
  • Man Group in Boston is seeking a Portfolio Analyst to join a team that blends quantitative research, portfolio construction, and live investment decision‑making. You will own or assist in critical parts of the investment process, from signal validation to risk management... 

    Man Group

    Boston, MA
    4 days ago
  • 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... 

    Origin Staffing

    Boston, MA
    1 day ago
  • $80k - $180k

     ...ideas, and specialized subject-matter expertise. JOB OVERVIEW Portfolio Accounting is responsible for the integrity of Wellington's records...  ...teams who support the firm. The Senior Portfolio Accounting Analyst on the Reconciliation Team is primarily responsible for research... 
    Full time
    Worldwide
    Flexible hours

    Wellington Management

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

    Gwkinvest in Boston is seeking a Fixed Income Portfolio & Data Analyst to support the Municipal and Taxable Fixed Income investment teams. The role involves managing regular reporting, responding to ad-hoc requests, and supporting analytical tasks related to portfolio... 

    Gwkinvest

    Boston, MA
    2 days ago
  • Cambridge Associates LLC in Boston seeks a Portfolio Compliance Associate to monitor OCIO portfolios for adherence to client investment...  ...Excel-based monitoring models, investigating issues pre- and post-trade, and preparing monthly reports while collaborating with... 

    Cambridge Associates LLC

    Boston, MA
    3 days ago
  • $90k - $130k

    SUMMARY: The Fixed Income Portfolio & Data Analyst supports the firm's Municipal and Taxable Fixed Income investment teams through strategy attribution, portfolio positioning and characteristics analysis, and risk controls reporting. As a member of the Enterprise Data... 
    Work at office
    Local area
    Remote work
    1 day per week

    Imea

    Boston, MA
    1 day ago
  •  ...onsite presence in Boston four days per week. The role focuses on portfolio accounting and reconciliation activities supporting accurate...  ...value differences, and maintaining strong audit documentation. The analyst will collaborate with multiple internal teams, identify... 
    Contract work
    Bank staff

    Binding Minds Inc. (Certified Disability Owned Business Ente...

    Boston, MA
    14 hours ago
  • Digital Realty Trust, L.P. is seeking a Portfolio Analyst - Associate in Boston, hybrid. You will build and maintain cash flow models, analyze leasing trends, and prepare investment materials for diverse data center assets. Collaborate with Portfolio Management leadership... 

    Digital Realty Trust, L.P.

    Boston, MA
    3 days ago
  • Liberty Mutual Investments in Boston seeks a quantified specialist to advance asset allocation modeling and portfolio analytics for the General Account. You will build models, run scenario analyses, and bridge top-down allocation with bottom-up execution in a research-focused... 

    Liberty Mutual Insurance

    Boston, MA
    1 day ago
  • Mercer, a Marsh McLennan company, seeks an Investment Analyst to join the US Equity Portfolio Management team in a hybrid role based in Boston or Chicago. You will support data-driven insights, tool development, and the public equity rebalancing process, contributing to... 

    Marsh & McLennan Companies, Inc.

    Boston, MA
    3 days ago
  • $71.22k - $102.47k

    A regional financial institution is seeking a Credit Analyst in Boston, MA to analyze and underwrite credit requests, manage customer portfolios, and ensure compliance with bank policies. The ideal candidate should hold a Bachelor’s degree in a relevant field and possess... 
    Full time
    Work at office

    Berkshire Bank

    Boston, MA
    4 days ago
  • Liberty Mutual Investments is seeking a Senior Analyst on the Portfolio Strategy and Management team within Global Alternative & Credit Markets Investments. You will contribute to private markets across asset classes, drive analytics-driven decision-making, and develop... 

    Liberty Mutual Insurance

    Boston, MA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Analyst - Trading & Portfolio Optimization. Be the first to apply!