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$110k - $150k
...About the Role This individual will report to the Director of Portfolio Implementation and will work closely with our global equity and alpha strategies investment teams. This Portfolio Specialist position will be located in Boston. About the Team The Trading...SuggestedWork at officeLocal areaWork from homeWorldwide- ...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...Suggested
- ...Columbia Threadneedle Investments in Boston, MA, seeks a Senior Portfolio Management Assistant to provide operational, analytical, and administrative support to equity portfolio managers. You will help with portfolio construction, reporting, and regulatory alignment in...SuggestedWork at office
$25.67 - $29.42 per hour
...POSITION: Portfolio Sales Specialist COMPENSATION: COMPENSATION: Pursuant to Colorado regulations, if this job is performed in Colorado, the salary range is $25.67-$29.42/hr plus bonus potential. Eligible to participate in the . We offer health, vision, dental, and pet...SuggestedTemporary workWork at officeLocal areaRemote workNight shiftWeekend workAfternoon shift$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$105k - $125k
...office culture—all designed to support the meaningful, collaborative work that defines Acadian.Position Overview:The role is in the Portfolio Control group within the Investment Operations department. The Portfolio Control team sits at the intersection of operations, fund...Casual workWork at officeLocal areaWorldwideFlexible hours3 days per week$100k - $120k
...infrastructure investments with AUM of approximately $42 billion as of December 31, 2025. The team is currently looking to hire an Associate, Portfolio Analytics covering Real Estate Secondaries in our Boston, MA location to join our dynamic Finance team of approximately 60...Full timeTemporary workWork experience placementCurrently hiringFlexible hours$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- ...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
$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$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$85k - $115k
...building a workforce with a variety of skills, workplace experiences, and backgrounds 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...Temporary workInternshipWorldwideVisa sponsorshipWork visaFlexible 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$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$110.87k - $153.18k
...career. Let’s see what we can achieve. Together.SummaryThe Senior Specialist, Telecom Practice Group, working in collaboration with and in... ...architectures to support the practice group’s expanding portfolio of multi-jurisdictional regulatory and transactional work.AI-Driven...Full timeWork at officeRemote workWorldwideRelocationVisa sponsorshipRelocation package$96k - $129k
Underwriting Specialist, Accident and Health Join us as an Underwriting Specialist to make more of your specialist expertise and experience... ...support them in building their broker network.Underwriting / Portfolio ManagementResponsible for underwriting new and renewal...Full timeWork at office$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- ...Programs (OSP) is a department within FAD that manages a diverse portfolio of federal, foundation, international, and industry sponsors;... ...:Reporting to the Manager of Award Operations, the Award Specialist independently serves as a subject matter expert and institutional...Work experience placementWork at officeRemote work
- ...evaluate competitive landscapes and customer feedback, to forecast future state potential of asset and market.You will work with client portfolio companies/investments on strategic and operational topics to enable growth and transformation as well as ensure value creation and...ApprenticeshipWork at officeEasy work
$90k - $140k
...to QPU optical interface — across all machine generations and global sites. As QuEra scales its machine portfolio, the team requires dedicated hands-on specialist technician capacity for time-sensitive build, assembly, and installation work.The Laser Systems Specialist...Permanent employmentContract work$140.47k - $190.04k
...serve patients, we are actively searching for a Senior Oncology Specialist to deliver on this commitment to patients. Amgen Oncology is... ...providing therapies for cancer patients, Amgen continues to grow its portfolio of innovative and biosimilar oncology medicines. Amgen is a...Full timeLocal areaRemote workFlexible hours$95.5k - $181.7k
...premier research and development organizations. Our research portfolio transforms cutting-edge technology to deliver innovative, custom... ...candidatesRole Overview: As a Contracts -- Principal Specialist you will be responsible for a full spectrum of contract activities...Contract workTemporary workFor contractorsWork experience placementWork at officeRemote workRelocationFlexible 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$140k - $172k
...make a difference.About the roleThe Senior Regional Production Specialist must be able to illustrate the highest levels of technical... ...work effectively in a team environment to develop broker and portfolio strategies in addition to working independently to manage a profitable...Full timeWork at officeFlexible hours$148.5k - $214.5k
Job Title: MSAT Analytical Specialist, DS and DP Synthetic Grade: L3-2Hiring Manager: Olivier SchuellerLocation: Cambridge, MAAbout the... ...for new projects and manufacturing support programs for product portfolio.Act as a member of Technical Product Teams (TPT) and CMC...Full timeContract workWorldwide$265.44k - $398.16k
...meaningful career in a community of brilliant and diverse minds to make a real difference, there’s only one choice.Vice President, Portfolio Cluster Lead, Oncology Research The Vice President, Oncology Portfolio Cluster Lead is a member of the Oncology Research...Local area$221.9k - $390.3k
...responsibility for leading, coaching, and scaling a high-performing team of Customer Success Managers (CSMs) within our premium Life Sciences portfolio. Your team will engage strategically with a premier book of enterprise pharmaceutical, biotech, and medical device accounts —...Full time$126.2k - $226.16k
...Requisition ID #26WD99161Role OverviewPrincipal Partner Solution Specialist - D&M Core ProductsThe Principal Partner Solutions Specialist... ..., and influences Autodesk’s partner ecosystem with the D&M portfolio. The specialist is a thought leader in industry trends and innovation...Base plus commissionFull timeFor contractorsWork experience placementRemote workFlexible hours- ...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 to ensure compliance with pharmaceutical...Local area
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