Portfolio Analyst
SDL Search Partners
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 and decision-making. Key Responsibilities: Support portfolio monitoring and performance analysis across multiple real estate funds Develop and maintain fund-level financial models to support forecasting, scenario analysis, and investment decisions Prepare executive-level financial reports and presentations for internal stakeholders, investors, and partners. Collaborate with acquisitions, asset management, and finance teams to consolidate portfolio data and track key performance metrics Identify and implement process improvements to enhance reporting accuracy, efficiency, and scalability Assist in annual budgeting, reforecasting, and valuation processes for real estate portfolios Qualifications: Bachelor's degree in Finance, Real Estate, Economics, or a related field 35 years of relevant experience in real estate investment, fund analysis, or portfolio management Strong financial modeling skills with experience in fund-level modeling and performance tracking Proven ability to prepare and present financial data to executive stakeholders Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plus Excellent analytical, organizational, and communication skills. Preferred Qualifications: Experience with private equity real estate funds or REIT structures Understanding of real estate valuation methodologies and performance metrics Exposure to process improvement initiatives and cross-functional collaboration #J-18808-Ljbffr
$80k - $150k
...term view that aligns our perspectives with those of our clients.About the RoleOVERVIEW We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Global Credit team to implement their investment strategies in client...SuggestedFull timeRemote workFlexible hours1 day per week- ...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, MA14 hours ago $95k - $125k
...EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at 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'll...SuggestedLocal areaFlexible hoursMan Group
Boston, MA4 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- ...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, MA1 day ago - ...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...Full time
Private Equity Jobs
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...Full timeTemporary workLocal areaFlexible hoursManulife
Boston, MA2 days ago- East Cambridge Savings Bank in Cambridge, MA is seeking a Portfolio Analyst to support the Lending Division by managing the loan portfolio and monitoring financial reporting and covenants. The role reports to the First Vice President-Sr Comm Credit and Portfolio Officer...
$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$72.88k - $109.32k
A leading food retailer is seeking a Project Portfolio Analyst in Quincy, MA. This role includes responsibilities in reporting and monitoring, along with supporting portfolio management standards. Applicants should have a Bachelor's degree and at least 3 years of project...Remote workFlexible hours$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$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
Newton, MA1 day 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, MA14 hours 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, MA4 days 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, MA4 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, MA19 hours 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, MA4 days 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, MA2 days 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, MA4 days ago- ...Investment AnalystInvestment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital... ...:Coordinate and participate in fundraising meetings and portfolio updates with general partners. Participate in manager assessment...
Cambridge Associates
Boston, MA5 days ago $135k - $200k
...Investment AnalystBoston, Massachusetts, United StatesInvestment 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 and interpreting...Full timeInternshipWork at officeWeiss Asset Management LLC
Boston, MA5 days ago- ...intellectually curious, collaborative and social individuals who are coming directly from their undergraduate studies. The Investment Analyst will develop in-depth investment theses for publicly traded U.S. companies, supported by building financial models and conducting...Full timeInternshipWork at officeVisa sponsorshipWork visa
NERISA RESEARCH USA CORP
Boston, MA13 days ago - ...ultra-high net worth clientsWork closely with Private Wealth Advisors and teammates to service our clientsOversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax conceptsIntroduce new and...Local area
Goldman Sachs
Boston, MA4 days ago - ...has three Investment Directors supported by three Investment Analysts/Associates (IAs). Investment Analysts complete an in-depth training... ..., investment strategy, performance, fund terms, current portfolio companies, and other key attributes.Help source new investment...Work experience placement
Cambridge Associates
Boston, MA4 days ago $63.44k - $95.16k
...services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. Overview The Project Portfolio Analyst is accountable and responsible for supporting the comprehensive reporting, monitoring, and standard development activities...Full timeWork experience placementWork at officeRemote workFlexible 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
...Emerging Market Debt Department Analyst Morgan Stanley Investment Management's Emerging Market Debt Department manages over $30 billion... ...Primary Responsibilities: Works directly with senior portfolio managers, analysts, and traders on a variety of projects of a quantitative...Temporary workMorgan Stanley
Boston, MA14 hours 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$80k - $150k
...long-term view that aligns our perspectives with those of our clients.About the RoleTHE POSITION We are seeking an Investment Content Analyst to support the execution of our cross-asset investment content strategy in close partnership with Investment Strategists, the...Full timeRemote workFlexible hours1 day per week- ...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
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