Portfolio Specialist
Morgan Stanley
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 and advisor engagements. The role offers broad exposure to the platform and requires collaboration across teams to deliver precise investment communications and robust product positioning. MBA/CFA preferred; Series 7/63 desired. #J-18808-Ljbffr
$100k - $145k
...to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.About the TeamThe Portfolio Specialist Team is a strategic function within Eaton Vance Equity, part of Morgan Stanley Investment Management. The team serves as the...SuggestedTemporary workWork at officeWorldwide$125k - $182.5k
...Join us!Job Description:This job is responsible for working with Portfolio Manager(s) to establish and execute a risk based coverage plan... ..., external auditors and regulatory agencies.The Portfolio Specialist works together with the Credit Review Portfolio Manager(s) to...SuggestedFull timeWork at officeFlexible hoursDay shift- ...Harvard University is seeking a senior researcher administrator to lead the FAS research portfolio management and concierge navigation for complex, multi-departmental issues. The role blends financial oversight with policy interpretation to support PIs and RPMs across...Suggested
- Origin Staffing, a leading growth equity platform in Boston, seeks a Portfolio Monitoring & Valuation Analyst to join its Finance team. You will own quarterly valuations, portfolio reporting, and regulatory and investor reporting, while building tools to improve how the...Suggested
- Morgan Stanley is seeking a Senior Associate to join the Portfolio Specialist Team supporting the Eaton Vance Equity platform. You will develop investment messaging, create client-facing materials, and engage with institutional clients, consultants, and Financial Advisors...Suggested
- GW&K is seeking a Fixed Income Portfolio & Data Analyst in Boston to support municipal and taxable fixed income teams with attribution, positioning, and risk reporting. You will bridge analytics between investment professionals and our ED&A data infrastructure. You’ll manage...
$70k - $118.75k
About The Team The Global Multi-Asset Solutions & Model Portfolios (GMAS) team is responsible for the commercialization, customization, and delivery of SSIM's model portfolio solutions across RIAs, broker-dealers, platforms, and institutional partners. The team works closely...Temporary workFlexible hours$100k - $160k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments...Full timeWorldwide- ...reconciliations and customized daily/monthly reporting packages to clients and internal teams; Ensure all life cycle events for portfolios containing multiple asset types are reviewed and accurate prior to external delivery;Assist with new client onboardings, audits,...Work at office
$110k - $120k
...per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Portfolio Senior Associate plays a critical role in supporting HarbourVest’s Private Markets teams across portfolio management, and...Full timeWork at officeLocal areaRemote work1 day per week$90k - $110k
...per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Portfolio Analytics team is seeking a Senior Associate to help lead and evolve our third-party vendor partnerships, with a primary focus on...Full timeWork at officeLocal areaRemote work1 day per week- Atrium Staffing is seeking a Staff Accountant (Real Estate) to own accounting for a portfolio of properties in Massachusetts, New Hampshire, and Rhode Island. You will handle AP/AR, cash receipts, journal entries, GL reconciliations, and month-end close in a high-volume...
$90k - $180k
...firm of a mutual with long-term 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 and private investments, and we are committed to expanding our capabilities and our toolkit in...Local areaFlexible hours$63k - $80k
...opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role This position conducts valuations of various...Work at officeLocal areaVisa sponsorshipFlexible hours$90.4k - $135.6k
...SummaryTango Therapeutics has an exciting new opportunity for a Senior Specialist, Biosamples to join the Companion Diagnostics and Clinical... ...for early phase and late-stage trials in Tango’s clinical portfolio.Your Role:Accountable for tracking, coordinating and...Contract work$154.4k - $242.55k
...further attest that all information I submit in my employment application is true to the best of my knowledge.Job DescriptionAs the Portfolio Lead for the joint USBU and OBU DD&T organization, you will report into the Head of Portfolio Strategy and Operational Excellence....Minimum wageTemporary workLocal areaRemote work$150k - $170k
...Together, we bring MORE change to the world. Learn about the Danaher Business System which makes everything possible.The Senior IT Portfolio & Governance Lead supports the execution and continuous improvement of IT portfolio management and governance processes across the...Full timeWork at officeImmediate startRemote workWork from homeFlexible hours- ...Job Description Job Description Mentor Technical Group (MTG) provides a comprehensive portfolio of technical support and solutions for the FDA-regulated industry. As a world leader in life science engineering and technical solutions, MTG has the knowledge and experience...Local area
$90k
Sr. Associate, Credit Card Portfolio Management, Boston, MA Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on...Hourly payContract workWork experience placement$120k - $147k
...take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. About Evergreen Portfolio Management The Evergreen Portfolio Management team manages HarbourVest's product suite of private equity evergreen portfolios. The...Work at officeLocal areaRemote work1 day per week$90k - $110k
...days per week and take one remote day weekly, with five additional remote days available as needed. About the Role Senior Associate, Portfolio Analytics - 3rd party vendor partnership lead focused on Acuity Analytics. Partner closely with internal teams (QIS and Portfolio...Work at officeRemote work- 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...Work at office
- 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-worth and institutional investors. You will work with investment strategy teams...
$92.5k - $110k
Position Summary The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution of investment strategies based on client goals. The Portfolio Management...Temporary work$100k - $120k
...infrastructure investments with AUM of approximately $42 billion as of December 31, 2025. The team is currently hiring an Associate, Portfolio Analytics covering Real Estate Secondaries in Boston, MA to join our dynamic Finance team located across West Hartford, CT; Boston...Temporary workCurrently hiringFlexible hours- ...Management Associate to support commercial oversight, financial performance, and operational coordination across a 6 GW renewable portfolio. You will work with Asset Managers and cross-functional teams to ensure assets operate efficiently, stay compliant, and meet forecasted...
- HarbourVest Partners in Boston is seeking an Evergreen Portfolio Management Associate to support private equity evergreen funds. You will work with investment strategy teams and various support groups to manage portfolios, analyze diversification, and sizing within an active...Remote job
$66.8k
...to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services...Work experience placementLocal areaWorldwide$85k - $115k
..., caring, curious, innovative, and collaborative individuals to join our firm. Ballentine Partners is looking for an enthusiastic Portfolio Associate to join our growing Investments team. The Portfolio Associate is responsible for supporting Senior Investment Advisors in...Temporary workInternshipWorldwideVisa sponsorshipWork visaFlexible hours$135k - $182.1k
...the function.Key Responsibilities:Enterprise Adoption & ExecutionDrive adoption of CyberArk and HashiCorp Vault across application portfolios.Develop onboarding plans, roadmaps, and milestones to accelerate platform adoption.Coordinate cross-functional delivery across...Full timeWork at officeFlexible hoursShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Specialist. Be the first to apply!
- loss prevention specialist Boston, MA
- total rewards specialist Boston, MA
- inclusion specialist Boston, MA
- accessibility specialist Boston, MA
- orientation and mobility specialist Boston, MA
- health science specialist Boston, MA
- graduation specialist Boston, MA
- behavioral health specialist Boston, MA
- equity specialist Boston, MA
- government relations specialist Boston, MA


