Equity Portfolio Implementation Specialist
Dormont Manufacturing Co
Dormont Manufacturing Co is seeking an Associate to join the Portfolio Implementation Team. This role involves supporting Eaton Vance Equity portfolios, closely working with Portfolio Managers and Trading to ensure efficient and compliant portfolio implementation. The ideal candidate will possess a Bachelor’s degree in Finance or related field, with approximately 2+ years of investment management experience. Responsibilities include generating trade orders, monitoring portfolios, and improving operational workflows. #J-18808-Ljbffr Dormont Manufacturing Co
$100k - $130k
We are seeking an Associate to join the Portfolio Implementation Team supporting Eaton Vance Equity portfolios. This role sits at the center of the investment process working closely with Portfolio Managers and Trading to translate investment decisions into efficient and...Employment EquityTemporary work$85k - $100k
...expanding our Investment and Data Implementation (IDI) team, which has... ...implementing all new business and portfolios (funds, Separately Managed... ..., product structuring specialists, and traders, with the opportunity... ...management process (from Equity Long Only and Equity Market...Employment EquityWork at officeLocal areaFlexible hoursRotating shift- A financial services company in Boston is looking for a Portfolio Implementation Associate to be part of their Wealth team. In this hybrid role, you will be responsible for implementing client and investment products while ensuring exceptional service delivery. The position...Suggested
$85k - $100k
Man Group in Boston is looking for an Analyst to bridge quantitative research, portfolio management, and technology. The role requires strong analytical and technical skills, involving collaboration with portfolio managers and researchers to ensure accurate management of...SuggestedFlexible hours- Director of IT Product Strategy & Portfolio (2600031A) The primary work location for this role will be One Federal Street, Boston, Massachusetts... ..., and consumer protection. The office embraces a culture of equity, inclusion, and collaboration—values that inform all aspects of...Employment EquityWork at officeWork from homeMonday to Friday
$129k
...to learn more. The Role As a Lead Implementation Specialist - Travel & Spend, you’ll own high-complexity... ...options. The OTE is $129,000, plus equity. The commission structure will be... .... Do not forget to submit an updated portfolio and/or resume. Perk is a global company...Employment EquityFull timeWork experience placementWork at officeWorldwideRelocation package3 days per week- Learning Management System Implementation Specialist 0.6 FTE (11 month, Temporary) Starting Date: Aug 1, 2026 Job Description Needham Public Schools... .... Needham Public Schools has a strong commitment to equity. Candidates who also have a strong commitment to this work...Employment EquityContract workTemporary workPart time
- ...will be based in Boston and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Portfolio Implementation Associate , you will take direct responsibility for discretionary client and investment product implementations,...Work at office3 days per week
$175k - $200k
Franklin Templeton Investments seeks an experienced Portfolio Analyst to join their portfolio solutions team in Boston, MA. You will focus on portfolio construction and optimization to deliver tailored investment products through collaboration with various teams. The ideal...Employment Equity- BNY Mellon is seeking a Director, Portfolio Manager to lead portfolio management for US thematic Tech and US Equity Growth. This role requires deep investment expertise and a proven ability to manage substantial assets autonomously. Located in Boston, MA, the position offers...Employment Equity
- Charles Aris Inc. is seeking an Operating Vice President for a leading middle-market private equity firm in Boston, Massachusetts. This role includes partnering with portfolio company leadership and investment teams to drive value creation. Candidates should have 3-4 years...Employment Equity
$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...Employment Equity$175k
...International Australia Pty Ltd in Boston is looking for a lead portfolio management representative with at least 7-10 years of... ...position demands strong investment knowledge, especially in US equity markets, and exceptional communication skills. The role offers...Employment Equity- Franklin Templeton Investments is seeking a Client Portfolio Associate in Boston, MA. This position involves supporting sales-related... ...channels. You will develop strong knowledge of international equities and help manage client relationships effectively. The ideal candidate...Employment EquityWork at office
- # Director, Portfolio Strategy - Global InitiativesFlagship PioneeringDirectorVenture CapitalHealthcare, Biotech & Life SciencesFull-timeLocationCambridge... ...in life sciences strategy, biotech, or venture capital/private equity in the healthcare sector- Strong ability to synthesize...Employment Equity
- Longfellow Investment Management Co., LLC is seeking an experienced Portfolio Operations Analyst in Boston. This role involves providing exceptional back-office support for fixed income and equity portfolios, ensuring accurate execution of tasks such as reconciling cash...Employment Equity
$140.4k - $229.1k
Eastern Bank is seeking a Senior Client Portfolio Manager to manage and advise client portfolios across global equities and bonds in a hybrid work environment. The role involves communicating with clients to establish investment strategies and execute long-term plans, with...Employment Equity$175k
...seeks a quantitative analyst to join their team. The position entails developing and managing equity strategies, enhancing stock selection models, and collaborating with portfolio managers. You will lead research projects, engage with large datasets, and apply programming...Employment Equity- ...About the job Portfolio Analyst We are seeking a detail-oriented and strategic Portfolio... ...key performance metrics Identify and implement process improvements to enhance... ...Qualifications: Experience with private equity real estate funds or REIT structures...Employment Equity
$33.9 - $44.07 per hour
...requirements and writing user stories Design and implement a solution to meet desired project... ...Department Managers, and the Enterprise Portfolio Project Management Office. JOB... ...benchmarking, work location, and internal equity. In compliance with federal law, all persons...Employment EquityHourly payWork at office$53.8k - $80.7k
## Implementation ConsultantApplylocations: Wellesley Hills, Massachusetts: DQ Milwaukee WI:... ...government programs, Sun Life U.S. offers a portfolio of benefits and services, including... ...are committed to pay transparency and equity. The salary range for this role is competitive...Employment EquityWork at officeLocal areaFlexible hours2 days per week$25.48 - $63.65 per hour
...Consultant II, you will be responsible for providing consulting implementation services to clients throughout North America for our medical... ...$53,000 to $132,400 per annum. May be eligible for bonus and equity. Oracle maintains broad salary ranges for its roles in order...Employment EquityHourly payTemporary workWork experience placementLocal areaRemote workMonday to ThursdayFlexible hours- ...onsite presence in Boston four days per week. The role focuses on portfolio accounting and reconciliation activities supporting accurate... ...should have foundational knowledge of fixed income, equities, derivatives, and synthetic exposures, along with strong analytical...Employment EquityContract workBank staff
$117.1k - $187.3k
...lives and achieve their dreams through education. Cengage's portfolio of businesses supports student choice by providing a range of pathways... ...based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a...Employment EquityLive inLocal areaWorldwide- ...their dreams through education. Cengage's portfolio of businesses supports student choice... ...and large group settings. Support the implementation of enterprise programs to enable... ...qualifications, experience, internal equity, and geographic location. Sales roles often...Employment EquityWork experience placementLive inLocal areaWorldwide
$90k - $180k
...investment data process. Provide hands‑on implementation of process improvements involving... ...with Corporate Action, Bank Loan Ops, Portfolio Managers, and Traders. AI & Process Innovation... ...strong understanding of Fixed Income, Equity, FX and Derivative instruments....Employment EquityRemote workFlexible hoursRotating shiftWeekend work1 day per week$175k - $200k
Position Summary: The portfolio solutions team is seeking an experienced Portfolio Analyst... ...Support the development and implementation of customized portfolio solutions. Translate... ...optimization, portfolio risk analysis, equity strategies, quantitative analysis, asset...Employment EquityWork at officeLocal area- ...evolution, Vestmark Advisory Solutions seeks an analyst to assist portfolio managers in the day-to-day management of direct indexing and... ...Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums...Employment EquityRemote work
$105k - $179k
Overview Project Manager - Salesforce Portfolio. The Project Manager is an individual contributor responsible for owning end-to-end delivery... ...long-term incentives, including annual discretionary bonuses, variable compensation, and equity plans. #J-18808-Ljbffr athenahealthEmployment EquityTemporary work$210k - $280k
...Evergreen fund team on pipeline monitoring, liquidity management, portfolio construction, and stress testing while generating quantitative... ...and analysis to support management of evergreen private equity portfolios (80%). You will play a lead role in leveraging proprietary...Employment EquityLocal areaRemote work
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