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
- ...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...SuggestedWork experience placementWork at office
$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$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...SuggestedWork at officeLocal area- ...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...Suggested3 days per week
- 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
- ...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...
$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...$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 employmentFull timeWork at office- 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...
$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 timeRemote workFlexible hours1 day per week$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 areaFlexible hours$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...- ...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
- ...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...
- 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...
- 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...
$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 officeNight shiftAfternoon shiftWeekday work- 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...
- 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...
- 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...
$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 timeWorldwideFlexible hours$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...- 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...
$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 officeLocal areaRemote work1 day per week- ...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 workBank staff
- 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...
- 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...
- 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...
$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 timeWork at office- 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...
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