Portfolio Analyst
PrivateEquityJobs.com
Empowering Organizations with the Right Talent for Success, and Candidates with More Than Just a Job – It's About 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 partnering with investment teams on risk and return analysis, this role offers strong exposure to institutional private credit strategies. The role: Join a Portfolio Analytics team supporting a diversified private credit platform. You’ll analyze portfolio performance across multiple strategies, track risk and return metrics, and help deliver insights used by investment professionals and senior decision‑makers. What you’ll do: Analyze portfolio‑level returns, leverage, and exposure metrics across credit investments Monitor performance and risk at both deal and portfolio levels Support recurring and ad‑hoc reporting for investment and risk teams Build and maintain dashboards, models, and analytics tools Assist with stress testing, downside scenarios, and portfolio reviews What we’re looking for: 1–3 years of experience in investment banking, leveraged finance, credit analysis, or related roles Strong Excel and financial analysis skills; comfortable working with complex datasets Solid understanding of credit structures, cash flows, and risk metrics Experience with SQL, Python, or BI tools is a plus Why apply: Buy‑side exposure without giving up analytical rigor Visibility across investment teams and senior stakeholders Strong platform for growth into senior portfolio analytics or investment‑adjacent roles Seniority level Associate Employment type Full‑time Job function Finance, Consulting, and Research Industries Investment Management, Venture Capital and Private Equity Principals, and Financial Services Benefits Medical insurance Vision insurance 401(k) Paid maternity leave Child care support Paid paternity leave Tuition assistance #J-18808-Ljbffr PrivateEquityJobs.com
$80k - $150k
...term view that aligns our perspectives with those of our clients.About the RoleOVERVIEW We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Global Credit team to implement their investment strategies in client...SuggestedFull timeRemote workFlexible hours1 day per week- ...About the job Portfolio Analyst We are seeking a detail-oriented and strategic Portfolio Analyst to join our dynamic real estate investment firm. This role will support the management and performance analysis of real estate investment funds, working closely with...Suggested
SDL Search Partners
Boston, MA1 day ago $80k - $97.5k
...Client Portfolio Analyst Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best...SuggestedCurrently hiringWork at officeLocal areaWorldwideOne Financial Center LLC
Boston, MA15 hours ago$29.72 - $44.6 per hour
...experience, skill set, and other qualifications. East Cambridge Savings Bank’s Lending Division is actively recruiting for a Portfolio Analyst. Under the general direction of the First Vice President-Sr Comm Credit and Portfolio Officer, performs a variety of administrative...SuggestedHourly payFull timeEcsb
Cambridge, MA4 days ago- ...and multi-family offices. We bring 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...SuggestedWork experience placementWork at office
F.L.Putnam Investment Management Company
Needham Heights, MA2 days ago - ...An established full-service wealth management firm with over $1B in AUM seeks a client-facing Analyst to support the construction and ongoing management of client portfolios and financial plans. This role reports to the Branch Manager and requires three days in the office...Work at office
BCI - Brokerage Consultants Inc
Boston, MA4 days ago - Liberty Mutual Investments, Boston-based, seeks a Senior Analyst for the Portfolio Strategy and Management team. You will work across private markets, including private equity, real estate, private credit and energy/infrastructure, building insights to guide capital allocation...
- East Cambridge Savings Bank in Cambridge, MA is seeking a Portfolio Analyst to support the Lending Division. You will manage a commercial loan portfolio, coordinate financial reporting and covenants, and monitor loan performance to ensure compliance. The role requires a...
$80k - $150k
...fosters a long‑term view that aligns our perspectives with those of our clients. Overview We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Securitized Team to implement their investment strategies in client...Remote workFlexible hours1 day per week$80k - $150k
...business. The basis of this role is to be a subject matter expert and portfolio representative for colleagues, clients and consultants. This... ...to formal, investment review group processes.Investment Analyst Role and ResponsibilitiesThe Investment Analyst will work as part...Full timeRemote workFlexible hoursShift work1 day per week$78k - $140.5k
The Investment Analyst, Fixed Income is accountable for providing timely, actionable, and accurate detailed investment analysis and... ...assist them to build focused, high-performing, and well-structured portfolios. The Investment Analyst is responsible for determining and...Full timeTemporary workLocal areaFlexible hours- 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...
$72.88k - $109.32k
A leading food retailer is seeking a Project Portfolio Analyst in Quincy, MA. This role includes responsibilities in reporting and monitoring, along with supporting portfolio management standards. Applicants should have a Bachelor's degree and at least 3 years of project...Remote workFlexible hours- 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...
$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 hoursWellington Management
Boston, MA14 days ago$60k - $120k
...Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program... ...style analysis on plans to ensure optimal diversification in portfolios. Monitor industry fee levels, including fee levels on...Second jobLocal areaRemote workFlexible hoursShift workAscensus
Boston, MA3 days ago- ...intellectually curious, collaborative and social individuals who are coming directly from their undergraduate studies. The Investment Analyst will develop in-depth investment theses for publicly traded U.S. companies, supported by building financial models and conducting...Full timeInternshipWork at officeVisa sponsorshipWork visa
NERISA RESEARCH USA CORP
Boston, MA3 days ago $105k - $135k
...SPECIAL SITUATIONS ANALYST POSITION SPECIFICATION Shine Associates, LLC has been retained to search, identify and recruit a Special... ...States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level...Work at officeShine Associates
Boston, MA2 days ago$63.44k - $95.16k
...services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. Overview The Project Portfolio Analyst is accountable and responsible for supporting the comprehensive reporting, monitoring, and standard development activities...Full timeWork experience placementWork at officeRemote workFlexible hours- ...an investment professional who combines strong analytical capabilities with the communication skills needed to translate complex portfolio, performance, and market information into clear and compelling insights for clients and internal stakeholders. Key Responsibilities...
Masis Professional Group
Boston, MA3 days ago - ...Investments AnalystThe Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset... ...databases for both WS properties and comparable properties for portfolio management purposesParticipating in communication with third parties...Immediate start
WS Development
Chestnut Hill, MA1 day ago $90k - $180k
...investment teams, and business professionals on the areas described above. Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. The individual will also contribute to...Remote workFlexible hours1 day per weekWellington Management
Boston, MA1 day ago- Acadian Asset Management, a global, data-driven investment manager based in Boston, is seeking an entry-level Analyst to work across Portfolio Construction and Trading. You will apply Python, AI tools, and automation to quantitative investment workflows and support portfolio...3 days per week
- 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...
- ...Investment Banking Analyst ALANTRA is a global mid-market investment banking and asset management firm with offices across Europe,... ...advice on M&A, capital raising, financial restructuring, credit portfolio, and capital markets transactions. Alantra's U.S. business,...Work at office
Alantra
Boston, MA4 days ago $73.35k - $122.25k
...process complex investment transactions while ensuring compliance with internal controls, policies, and regulatory requirements.Perform portfolio reconciliations and investigate operational exceptions, breaks, and discrepancies.Prepare and analyze monthly, quarterly, and...Full timeTemporary workLocal areaFlexible hours$120k - $225k
...fosters a long-term view that aligns our perspectives with those of our clients.About the RoleWellington Solutions manages customized portfolios across multi-asset, fundamental factors and quantitative approaches. The team brings allocators together to provide clients with...Full timeRemote workFlexible hours1 day per week$80k - $150k
...long-term view that aligns our perspectives with those of our clients.About the RoleTHE POSITION We are seeking an Investment Content Analyst to support the execution of our cross-asset investment content strategy in close partnership with Investment Strategists, the...Full timeRemote workFlexible hours1 day per week$110k
...personal success and add value to our teams and communities.Piper Sandler is currently seeking a Class of 2027 Investment Banking Analyst for our Technology Investment Banking team in Boston, MA. As a leading investment bank, we enable growth and success for our clients...Full timeWork visa$100.72k - $188.85k
...deployment strategy, driving financial analysis, and decision-making across M&A, organic growth (e.g. new product launches), and portfolio optimization initiatives. The team partners closely with Corporate Development and serves as a key advisor to senior leadership across...Full timeLocal areaRemote work
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