Portfolio Associate
Community Economic Development Assistance Corporation
CEDAC is looking for an organized and detail-oriented Portfolio Associate to join its Finance and Operations team. This is a meaningful opportunity to develop loan servicing and asset management skills in the affordable housing field, supporting one of Massachusetts' leading affordable housing organizations. CEDAC offers a mission-oriented environment and is committed to training entry-level staff. The Portfolio Associate assists senior management and project staff with asset management functions for the organization. This role supports the monitoring and servicing of CEDAC's loan portfolios, primarily the portfolio of deferred payment subordinate loans on behalf of the Executive Office of Housing and Livable Communities (HLC) and assists senior management with similar tasks related to other loan products.aa415a4b-8b21-40fc-a65c-70d2b25ca29a
$100k - $145k
...institutions, corporations and individuals worldwide.About the TeamThe Portfolio Specialist Team is a strategic function within Eaton Vance... ..., and operational excellence.The RoleWe are seeking a Senior Associate to join the Portfolio Specialist Team supporting the Eaton...SuggestedTemporary workWork at officeWorldwide- Alter Domus is currently seeking a new Senior Associate to join our Credit & Structured Products team at our Chicago, IL, Boston, MA or... ...clients and internal teams; Ensure all life cycle events for portfolios containing multiple asset types are reviewed and accurate prior...SuggestedWork at office
$90k - $110k
...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 Acuity Analytics. This...SuggestedFull timeWork at officeLocal areaRemote work1 day per week$80k - $150k
Location:127 Public Square, Cleveland OhioJob SummaryThe Associate, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded...SuggestedFull timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shift3 days per week$100k - $160k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global... ...businesses, securities, and transaction structures. As an Associate in our Portfolio Valuation Practice, you will play a key role...SuggestedFull timeWorldwide$60.08k - $63.84k
...+ Office Schedule: 35 Hours Per Week ABOUT THE OPPORTUNITY CEDAC is looking for an organized and detail-oriented Portfolio Associate to join its Finance and Operations team. This is a meaningful opportunity to develop loan servicing and asset management skills...Permanent employmentFull timeWork at officeLocal areaWork from homeRelocationHome officeMonday to Friday2 days per week- SCS Financial is seeking a Trading Associate to support trade execution and daily operations across client portfolios. The role involves collaborating with Trading, Operations, and Advisors to ensure accurate, timely trade processing and cash management. Responsibilities...
- ...for a sales distribution role within the Client Coverage Group at State Street Investment Management (SSIM). The Associate Regional Consultant, Model Portfolios - US Wealth, AVP will join our U.S. Wealth team and work alongside a team of model distribution professionals...Full timeTemporary workCurrently hiringWork at officeFlexible hours
- ..., Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Senior Associate, Enterprise Portfolio Office Governance Execution & Decision Enablement, supports the governance operating cadence and decision enablement routines...Full timeWork at officeRemote workFlexible hours
$85k - $115k
...Portfolio Associate Ballentine Partners Waltham, Massachusetts, United States About this position Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide...Temporary workInternshipWorldwideVisa sponsorshipWork visaFlexible hours$92.5k - $110k
...Job Description 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 investment strategies based on client goals...Full timeTemporary work$72k - $184.44k
...Financial Markets & Real Estate - Asset Back Diligence - Senior Associate, you will engage with clients to analyze their financial needs... ...analyzing financial trends to advise on market strategies and portfolio optimization- Building meaningful client connections to...Full timeH1b$102k - $138k
...member of our Wealth Management sales team, the Edward Jones Associate will support Natixis Investment Managers' relationship with the... ...create illustrations and deliver guidance on direct indexing and portfolio transition ideas.Execute on marketing activation campaigns and...Permanent employmentTemporary workFor contractorsWork at officeHome office- ...and what we stand for as a firm.KPMG is currently seeking an Associate to join our Tax practice.Responsibilities:Provide strategic support... ...goalsServe as the primary point of contact for the PMDs' portfolio, conducting detailed data analysis (including reviewing open opportunities...Work experience placementWork at officeLocal area
$120k - $145k
...Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation... ...and risk factors.Job Purpose:The open position is for an associate based in our Atlanta, Boston, Chicago, Dallas, Houston or New...Full timeWork at officeWorldwide$80k - $150k
...the RoleWe are seeking a highly motivated and results-driven Associate to join our Venture Growth Evergreen (VGE) team to focus on secondary... ...a new strategy focused on investing in a highly diversified portfolio of growth and venture stage businesses in a perpetual vehicle...Full timeWork at officeRemote workFlexible hours1 day per week$270k - $410k
...a full-time employment opportunity for a mid-level corporate associate with 3-5 years of experience representing venture capital investors... ...investors on investment structuring and transactions and portfolio matters. Candidates should demonstrate outstanding academic credentials...Full timeTemporary workWork at officeFlexible hours$70k - $140k
...partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader... ...and remotely the remaining days of the week.ABOUT THE ROLEThe Associate, Institutional Business Development provides ongoing support...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$85k - $140k
...currently have an exciting career opportunity for an Assurance Senior Associate to join our Financial Services team in our New York, New... ...use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result...Work at officeLocal areaFlexible hours3 days per week- Alter Domus is currently seeking a new Associate I to join our Credit & Structured Products team at our Carmel, IN office.JOB DESCRIPTION... ...loan market to accurately input, review, analyze and process portfolios of syndicated bank loans;Work with relevant Loan Services...Work at office
- ...Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over... ...all alternative asset classes. As a Private Equity Fund Admin Associate within our client administration team, you will support the management...Work at office
$240k - $245k
...identifying new market opportunities. We have received the Boston Bar Association’s President’s Award for the firm’s pro bono work on civil... ...colleagues at all levels and across offices as part of your portfolio of casework, helping to foster a collaborative and inclusive...Full timeLocal areaWorldwide$125k - $215k
...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... ...team is seeking a highly analytical and execution-oriented Associate to drive and scale LMI’s $3.5bn Tax-Driven Investments (TDI)...Local areaImmediate startFlexible hours- ...within a friendly, design-oriented, and creative culture while growing your career.Sound like you? Don’t wait, send us your resume and portfolio !The statements on the job description are intended to describe the general nature and level of work being performed by the person...Local area
$100k - $125k
Associate, StrategyWhy join Aptiv? You'll have the opportunity to work on cutting-edge applications, develop breakthrough technologies... ...industrial technology company. As Aptiv continues to evolve its portfolio and expand across multiple technologies and end markets, the...Full timeTemporary workWork experience placementRelocation package$100k
...ultra-high net worth strategies and vehicles.Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management.Be primary driver of analytics and the processing of transitioning equity...Temporary workWorldwide$90k - $130k
POSITION SUMMARY:Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.DUTIES and...Temporary workLocal area- ...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our International Tax practice. Responsibilities:... ...stages of the investment life cycle for both asset managers and portfolio companies operating globallyQualifications:A minimum of three...Temporary workLocal area
$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$160k - $175k
...team continues to grow, the firm is currently looking to hire an Associate to join our Real Estate Secondaries Investment Team in our... ...continuation vehicles, and underlying real estate assets and portfolios.Analyze property-level and fund-level performance across a variety...Full timeTemporary workWork experience placementCurrently hiringWork at officeFlexible hours
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