Hybrid Client Operations Analyst — Portfolio Insights
$60k - $90kMorgan Stanley
Morgan Stanley, part of Investment Management, seeks an Analyst to support the Client Relations Group in Boston. The role involves maintaining client accounts, managing responses to client requests, and providing analyses while collaborating with internal and external teams. With a degree in finance or related fields and up to 4 years of experience, the ideal candidate demonstrates strong communication, relationship-building, and problem-solving skills, all within a hybrid working model offering a competitive salary between $60,000 to $90,000. #J-18808-Ljbffr Morgan Stanley
$60k - $90k
...Stanley Investment Management, is seeking an Analyst to support the Client Relations Group (CRG). The role operates in a hybrid working model, working in the office three... ...responses to client requests, and providing portfolio analyses, while also collaborating with team...SuggestedHourly payTemporary workWork experience placementRemote workFlexible hours3 days per week- ...Australia Pty Ltd is looking for a Business Operations Senior Analyst in Boston. This full-time position... ...data for trends, and providing insights to enhance efficiency. Candidates should... ...Microsoft Office. The role is part of a hybrid work environment, with competitive compensation...SuggestedFull timeWork at office
- Vestmark has been supporting clients’ direct indexing solutions for... ...Vestmark Advisory Solutions seeks an analyst to assist portfolio managers in the day-to-day... ...to support analytical and operational needs. The role can be remote or hybrid and based out of Wakefield, MA...SuggestedRemote work
- Fynetra seeks a Business Systems Analyst for client and reporting platforms in Boston. You will enhance reporting and workflow efficiency on... ...skills, and a Bachelor’s degree in a relevant field. This is a hybrid role, offering strong cross-functional exposure and high...Suggested
$60k - $90k
...Firm's employees serve clients worldwide including... ...consultants to build portfolios focused on what is important... ...part of Parametric's hybrid working model, which... ...retention), and Client Operations (new account workflow,... ...ABOUT THE ROLE The Analyst, Senior Analyst and...SuggestedHourly payFull timeContract workTemporary workWork experience placementLocal areaRemote workWorldwideFlexible hours3 days per week- LIM Portfolio Operations Analyst Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing... ...separate accounts for our nationally based, institutional clients. LIM is a certified Women's Business Enterprise and an Equal...
- A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess...Work at office
$80k - $100k
...ASSOCIATE IN PORTFOLIO OPERATIONS. Join a global equity investment firm in their Operations area.... ...subscriptions and redemptions, work closely with client service team to assist in account... ...and grow. Strong benefits include a hybrid work schedule, free gym membership, fully...$70k - $100k
Brown Brothers Harriman & Co. is seeking a Family Office Analyst (FOA) for its Capital Partners MFO team in Boston. The FOA supports the... ...Relationship Manager as the primary contact for high-net-worth clients, ensuring their needs are met while handling daily activities...$67k - $90k
PTC Inc is seeking a Junior Salesforce Business Analyst in Boston, MA, with a hybrid work model. This role connects the Salesforce platform with users, focusing on user support, account management, and leveraging Salesforce capabilities. The ideal candidate has exposure...$86.32k - $129.48k
...analytical skills, and proficiency in Power BI. Ideal candidates have a Bachelor's degree with 4+ years in Sourcing or Negotiation. This position offers a flexible hybrid schedule and competitive salary ranges from $86,320 to $129,480. #J-18808-Ljbffr ViziRecruiter,LLC.Flexible hours- BBG Ventures, LLC, a boutique wealth management firm, is seeking a Wealth Operations Analyst in Boston. This full-time role focuses on the operational execution of client services, ensuring a high-quality experience for clients. The ideal candidate will thrive in a fast...Remote jobFull timeFlexible hours
$72k - $80k
Position Summary Operations at Brown Advisory provides applicants with a client‑first, fast‑paced, entrepreneurial environment... ...and maintaining the Addepar portfolio accounting system. This role will... ...governance. Develop industry insights through proactive networking, conference...Temporary workWork experience placementWork at office- Boston Trust Walden is seeking an Operations Analyst based in Boston, MA. This role is key to supporting investment and custodial operations,... ...Bachelor’s degree. This position offers a competitive salary, hybrid work environment, and comprehensive benefits including health...
$53.25k - $88.75k
Manulife Financial is seeking a motivated Business Operations Analyst for their Boston office. This role involves managing essential operations... ...in Microsoft Excel and PowerPoint. The position offers a hybrid work arrangement and a competitive salary range between $53,2...Work at office- Manulife Insurance Malaysia is seeking candidates for a role in Boston, offering a hybrid work arrangement. This position encompasses managing operations for business continuity, supporting regulatory compliance, and assisting leadership with project management. Candidates...Work at office
$80k - $150k
Wellington Management Company is seeking a Derivatives Operations Senior Analyst to join their team in Washington, DC (hybrid). This role involves managing daily collateral activity for ISDA, GMRA/MRA and MSFTA agreements while ensuring timely and accurate margin calls...$67k - $90k
Junior Salesforce Business Analyst - Boston, MA - Hybrid About the Role The Velocity business unit is a fast‑moving, start‑up‑like organization within... ...a tech‑savvy power user to a junior administrator in a client‑facing environment. Key Responsibilities Engage directly...Local area$53.25k - $88.75k
...highly motivated and talented Business Operations Analyst to join our team in our Boston office.... ...support the sales team. Generate business insights through analysis and identification of... ..., Massachusetts Working Arrangement Hybrid Salary range is expected to be between...Temporary workWork at officeLocal areaFlexible hours- ...Business Systems Analyst – Client & Reporting Platforms Perm The Role This role sits within a client-facing application support function focused... ...across the firm Clear ownership of systems and deliverables Hybrid working within a structured, collaborative environment #J-188...Permanent employment
$96.1k - $160.1k
Job Description Summary The CSA Services Operations Finance Analyst is responsible for closing and pacing activities for the HDGT CSA Business... ...and execute on Lean / AI projects with global impact on CSA portfolio and partner with ERP finance on ERP deployments and...Contract workRelocation packageFlexible hours- Cannon Search is seeking a Cybersecurity Analyst to join its expanding Information Security team in Boston, Massachusetts. This newly... ...skills in cybersecurity. The role offers career growth potential, a hybrid work environment, and competitive compensation. #J-18808-...
$96.1k - $160.1k
Job Description Summary The CSA Services Operations Finance Analyst is responsible for closing and pacing activities for the HDGT CSA Business... ...execute on lean/AI projects with global impact on the CSA portfolio and partner with ERP finance on ERP deployments and continuous...Contract workFlexible hours$60 - $64 per hour
THE PANTHER GROUP is hiring a Business Analyst for a client based in Boston, MA. This hybrid role focuses on supporting the Rural Health Transformation Program by engaging stakeholders and translating their needs into clear documentation. The selected candidate will handle...Hourly pay- Join AECOM as a Technology Business Analyst in Boston, MA, where you will support our New England based Transportation clients. This is an exciting opportunity involving diverse... ...proficiency in Primavera P6. AECOM offers a hybrid work model and comprehensive benefits. #J-...
$90k - $180k
## Senior ETF Operations AnalystApplylocations: Boston, MA, United Statestime... ...objectives of institutional clients in more than 60 countries,... ...for a Senior ETF Operations Analyst. The analyst will work... ...Responsibilities*** Partner with Portfolio Management, Product Management...Remote workFlexible hours1 day per week$65k - $72k
We are looking for an Operations Analyst who provides support in the execution of trading services... ...of broader issues. Respond to complex client experience issues and support less... ...decision‑making, or business outcomes. Insight is committed to being an inclusive employer...Contract workWork experience placementLocal area$49.2k - $66.4k
Sun Life Financial is seeking an Operations Analyst to ensure contract accuracy and optimize claims processes in a hybrid work environment. The candidate will manage contract customization, interact with underwriting, and help maintain effective collaboration across teams...Contract work$26.9 - $34.47 per hour
What Clinical Operations contributes to Cardinal Health Clinical Operations is responsible... ...support leadership, account management, and client reporting needs Assist with data... ...issues, and trends Provide operational insights and recommendations to support decision‑...Hourly payFull timeTemporary workWork experience placementLocal areaRemote workFlexible hours- CFA Institute is seeking a Derivatives Operations Senior Analyst to manage daily collateral activities for ISDA and MSFTA agreements. This role involves ensuring accurate margin calls and settlements while collaborating closely with various teams. Candidates should possess...Work at officeRemote workFlexible hours
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