Portfolio Analyst
Private Equity Jobs
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
- ...-term view that aligns our perspectives with those of our clients.About the RoleOVERVIEWWe are looking to hire a Fixed Income Portfolio Analyst, based in Boston. The ideal candidate will work with the Securitized team to provide support for their portfolio management activities...SuggestedFull timeFlexible hours
$100k - $120k
Portfolio Analyst - AssociateLocation: Boston, MA (Hybrid)Your RoleAs a Portfolio Analyst, you will play a high‑visibility role supporting the financial performance and strategic decision‑making of a diverse portfolio of data center assets. You will partner closely with...SuggestedFull time- ...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...SuggestedWork at office
BCI - Brokerage Consultants Inc
Boston, MA1 day ago - ...experience, skill set, and other qualifications. East Cambridge Savings Bank's Lending Division is actively recruiting for a Portfolio Analyst. Function : Under the general direction of the First Vice President-Sr Comm Credit and Portfolio Officer, performs a...Suggested
East Cambridge Savings Bank
Cambridge, MA2 days ago $95k - $125k
...information on how we process your data, please see the privacy notice for applicants here. * As at 30 June 2026 Role Overview The Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'...SuggestedLocal areaFlexible hoursMan Group
Boston, MA2 days ago$78k - $140.5k
...The Analyst, Portfolio Management – Agriculture supports the development, implementation, and monitoring of client agriculture investment strategies. The role is expected to be a central analytical resource for the team, translating portfolio, property, market, and client...Temporary workLocal areaFlexible hoursManulife Financial
Boston, MA4 days ago- ...advisors and their staff to deliver great client experience during onboarding and ongoing relationship Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook Staying up to date with MMLIS product...
MassMutual
Boston, MA22 hours ago - ...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 senior leadership to drive portfolio optimization...
SDL Search Partners
Boston, MA4 days ago $175k - $200k
...Position Summary: The portfolio solutions team is seeking an experienced Portfolio Analyst to support portfolio construction, customization, and portfolio solutioning efforts across investment strategies. The role focuses on enhancing the investment process by applying...Work at officeLocal areaFranklin Templeton Investments
Boston, MA5 days ago- ...solutions for more than a decade. As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks an analyst to assist portfolio managers in the day-to-day management of direct indexing and tax overlay portfolios to support analytical and operational...Remote work
Vestmark
Boston, MA2 days ago $80k - $97.5k
...success through the following employment opportunity. The institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our global and domestic fixed income strategies. The client portfolio analyst...Currently hiringWork at officeLocal areaWorldwide$80k - $150k
...long-term view that aligns our perspectives with those of our clients.About the RoleOverviewThis role supports both the research and portfolio management of our solutions portfolio management team. Responsibilities of the team include portfolio oversight, rebalancing, risk...Full timeRemote 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$85k - $100k
...Job Application for Quantitative Portfolio Implementation Analyst at Man GroupBoston; Massachusetts About Man Group Man is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary...Full timeLocal areaRotating shiftMan Group
Boston, MA11 days ago$80k - $88.5k
...Cambridge Associates (CA) is a global investment firm that provides a range of services including outsourced CIO, portfolio management, and investment consulting. The Private Equity Research Team conducts industry research and performs due diligence on private equity funds...Work experience placementCambridge Associates
Boston, MA5 days ago$130k - $160k
...performing investment operations team. This role offers broad exposure across both public and private markets, supporting a diverse portfolio that includes private credit, private equity, venture capital, hedge funds, real estate, equities, fixed income, derivatives, and...Daley and Associates
Boston, MA5 days ago- ...Skills Job Description We are looking for a detail-oriented Investment Analyst to evaluate investment opportunities, analyze financial markets, and provide strategic recommendations that support portfolio growth. The successful candidate will conduct market research,...
Mybridge
Boston, MA6 hours ago $100k - $140k
A leading investment firm in Boston is seeking a highly motivated junior professional to join their Generalist Team. This role involves providing analytical, research, and investment process support, with responsibilities including evaluating investments, performing financial...Harvard Management Company
Boston, MA5 days ago- ...ultra-high net worth clients Work closely with Private Wealth Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts Introduce new and...Local area
Goldman Sachs
Boston, MA5 days ago $135k - $200k
...activities utilizing complex statistical and mathematical techniques and modeling, including analyzing complex financial documents and analyst reports, and assessing the probability and timing of potential mergers. Researching and developing analytical tools to assess...Full timeContract workFor contractorsFor subcontractorInternshipWork at officeWeiss Asset Management LLC
Boston, MA1 day ago$75k - $120k
Houlihan Lokey in Boston seeks a Financial Analyst for its Portfolio Valuation practice. This role involves working with clients to provide valuations of illiquid debt and equity securities, conducting financial analyses, and developing financial models. The ideal candidate...Houlihan Lokey
Boston, MA5 days ago- Great Gray is seeking a Senior Investment Analyst to join its Investment team in Boston. This role supports portfolio management, manager research, and client support, requiring advanced Excel skills and a strong background in investment management. With 6+ years of experience...
Medium
Boston, MA5 days ago $60k - $120k
...Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific... ...style analysis on plans to ensure optimal diversification in portfolios. Monitor industry fee levels, including fee levels on...Second jobFlexible hoursShift workAscensus
Boston, MA2 days 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, MA3 days ago$135k - $200k
...Investment Analyst Boston, Massachusetts, United States Investment Analyst, Weiss Asset Management LP, Boston, MA (in-person) Responsible for analyzing investment opportunities with a focus on mergers and acquisitions including researching new investment strategies...Full timeInternshipWork at officeWeiss Asset Management LLC
Boston, MA1 day ago$90k - $110k
...Overview The Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset management... ...databases for both WS properties and comparable properties for portfolio management purposes ~ Participating in communication with...Immediate startWS Development
Chestnut Hill, MA3 days ago$110k
...presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts.Responsibilities include but may not be limited to:Perform extensive financial/valuation analyses to value debt and equity for mergers...Full timeTemporary workWork experience placementSummer internshipCurrently hiringWork visa$75k - $121k
Description Liberty Mutual Investments (LMI) is seeking an Analyst to join its Investment Operations Shared Services Team supporting the reconciliation function of invested assets. The Shared Services Reconciliation Team plays a critical role in ensuring the accuracy...Work experience placementWork at officeLocal 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$90k - $115k
...markets and frequently in emerging and frontier markets. Primary Responsibilities: - Works directly with senior portfolio managers, analysts, and traders on a variety of projects of a quantitative nature. Examples include backtesting various strategies, designing...Full timeTemporary workMorgan Stanley
Boston, MAmore than 2 months ago
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