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
$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 position...SuggestedCurrently hiringWork at officeLocal areaWorldwideLoomis Sayles & Company
Boston, MA2 days ago$100k - $120k
...Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As 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...SuggestedDigital Realty Trust, L.P.
Boston, MA3 days ago- ...About the job Portfolio Analyst 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...Suggested
SDL Search Partners
Boston, MA2 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...Suggested
Jobtailor
Boston, MA5 days ago $50k - $75k
...approval process Contribute to profitability analysis, including enhancing analysis of economic and accounting returns within the portfolio (at a lease or investment level), and apply this to support lease transaction and investment decisions Contribute to initiatives and...SuggestedFull timeWork at officeXicay Technologies
Boston, MA1 day ago- ...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...Work at office
BCI - Brokerage Consultants Inc
Boston, MA5 days ago $100k - $120k
...in London, we manage $228.7 billion* and operate across multiple offices globally. Further information can be found at Man's Portfolio Risk team is responsible for implementing and monitoring regulatory and contractual investment restrictions across the business. The...Local areaFlexible hoursMan Group
Boston, MA3 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, MA1 day 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, MA1 day ago$116k - $143k
...diligence on third-party managers, including leading diligence meetings and providing investment recommendations. Monitor existing portfolio holdings and support ongoing investment due diligence. Assist with integrating ESG considerations into the investment process for...Work at officeChoate Hall & Stewart
Boston, MA3 days ago$65k - $150k
...the Role Wellington Solutions designs and manages customized portfolios across multi-asset, equity and quantitative investments. The team... ..., and risk management. We are seeking a Solutions Investment Analyst to join our Solutions Product Management team, with a strong...Remote workFlexible hours1 day per weekWellington Management
Boston, MA5 days ago$60k - $120k
...Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to... ...style analysis on plans to ensure optimal diversification in portfolios. Monitor industry fee levels, including fee levels on underlying...Flexible hoursShift workAscensus
Newton, MA5 days ago$115k - $140k
...Back Investment Analyst Boston, Massachusetts Our client, a well-established investment advisory firm serving high‑net‑worth individuals... ...and present research findings to the investment team. Track portfolio holdings, monitor performance, and provide ongoing investment analysis...Work at officeKBW Financial Staffing & Recruiting
Boston, MA3 days ago- ...Investments Analyst The Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset... ...databases for both WS properties and comparable properties for portfolio management purposes Participating in communication with...Immediate start
WS Development
Newton, 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, MA2 days ago$90k - $115k
...all global 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...Temporary workMorgan Stanley
Boston, MA3 days ago- ...ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid‑market with offices in 22 countries... .... Overview ALANTRA is seeking to hire an Investment Banking Analyst to support its M&A and capital raising advisory business. The...Work at office
Alantra LLC
Boston, MA1 day ago - ...advice on M&A, capital raising, financial restructuring, credit portfolio, and capital markets transactions. For more information, visit... ...capabilities and expertise. Overview Position : Investment Banking Analyst to help support its M&A and capital raising advisory business....Work at office
Alantra Solar Energy Advisors
Boston, MA2 days ago - ...private credit and equity investments. Oversee the performance of portfolio companies, including financial data analysis and the... ...Lending is preferred. Progress towards the Chartered Financial Analyst (CFA) designation is highly desired. Employment Details Seniority...Full time
$50 - $60 per hour
...A leading AI firm is seeking an Investment Operations Analyst in New Hampshire. This role offers the flexibility of remote work and allows you to choose projects. Candidates should have expert-level financial reasoning and preferably a Master's or PhD in finance. Responsibilities...Hourly payRemote workDataAnnotation
Boston, MA1 day ago$120k - $170k
...Senior Manager, Hyperscale Investment Strategy (Sr Analyst) Locations: New York, NY | Boston, MA | Dallas, TX | Austin, TX | San Francisco... .... In this role you will support the growth of our hyperscale portfolio through comprehensive financial analysis and cross‑functional...Shift workDigital Realty
Boston, MA3 days ago- ...Investment Operations Analyst - Boston, MA We are currently seeking candidates for an Investment Operations Analyst opportunity with... ...-hour work week. Responsibilities Analyze monthly fixed income portfolio asset reports for client accounts Submit daily/monthly asset and...Contract workInternship
Daley and Associates
Boston, MA4 days ago $90k - $180k
...perspectives with those of our clients. THE POSITION The Risk Analyst, Fixed Income position is part of the global investment risk... .... The primary focus of GPS is leading Wellington Management's portfolio oversight, risk measurement, and security analytics processes...Remote workFlexible hours1 day per weekWellington Management
Boston, MA5 days ago- ...Outcome Capital in Boston seeks an Analyst to join its life sciences investment banking and strategic advisory team. You will work in teams to support M&A, capital raises, and strategic transactions, leveraging scientific expertise to guide transactions. Ideal candidates...
JobsInMass.com
Boston, MA5 days ago $125k
...presenting results directly related to the scope of analysis. Provide training and mentorship to summer interns and less experienced analysts. Responsibilities Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions, and capital...Temporary workSummer internshipWilliam Blair
Boston, MA1 day ago$91.78k - $106.44k
M&A Associate Boston, Massachusetts, United States New Leaf Energy is an experienced clean energy developer that partners with landowners, policymakers, and other stakeholders to accelerate the transition to a world powered by renewable energy. We identify high-value...Work at officeLocal areaImmediate startRemote workWork from homeFlexible hoursNew Leaf Energy, LLC
Boston, MA2 days ago- 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 and...Work experience placementWork at officeLocal area
- A specialized life sciences investment firm in Boston is seeking an Analyst/Senior Analyst. The ideal candidate holds a recent PhD in biological sciences and possesses 1-3 years of relevant industry experience, particularly in consulting or equity research. Responsibilities...
- ...Investigatetrade discrepancies, pricing deviations, and reconciliation breaks, partnering with internal teams to resolve issues. Coordinatedaily portfolio cash flows, including trade execution, confirmations, and liquidity management activities. Supportportfolio rebalancing and...Work at officeLocal area
Vaco
Boston, MA3 days ago $75k - $90k
...analytical, and administrative support to the firm’s investment process within the Private Client and Trust Group. This role supports portfolio implementation, performance reporting, data integrity, and investment-related workflows across trust and fiduciary accounts. This...Local areaGoulston & Storrs
Boston, MA4 days ago
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