Portfolio Associate
Brown Advisory
Brown Advisory’s Boston office is seeking an Associate Portfolio Manager to support and enhance portfolio management across a diverse client base, including individuals, families, trusts, and institutions. The role requires strong quantitative and analytical skills, client communication, and the ability to work closely with the Portfolio Management team. MBA or CFA in progress is preferred, and familiarity with Bloomberg, FactSet, and other institutional tools adds value. #J-18808-Ljbffr
$100k - $145k
...institutions, corporations and individuals worldwide.About the TeamThe Portfolio Specialist Team is a strategic function within Eaton Vance... ..., and operational excellence.The RoleWe are seeking a Senior Associate to join the Portfolio Specialist Team supporting the Eaton...SuggestedTemporary workWork at officeWorldwide$90k - $110k
...remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Portfolio Analytics team is seeking a Senior Associate to help lead and evolve our third-party vendor partnerships, with a primary focus on Acuity Analytics. This...SuggestedFull timeWork at officeLocal areaRemote work1 day per week$100k - $160k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global... ...businesses, securities, and transaction structures. As an Associate in our Portfolio Valuation Practice, you will play a key role...SuggestedFull timeWorldwide$110k - $120k
...and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Portfolio Senior Associate plays a critical role in supporting HarbourVest’s Private Markets teams across portfolio management, and operational...SuggestedFull timeWork at officeLocal areaRemote work1 day per week- Alter Domus is currently seeking a new Senior Associate to join our Credit & Structured Products team at our Chicago, IL, Boston, MA or... ...clients and internal teams; Ensure all life cycle events for portfolios containing multiple asset types are reviewed and accurate prior...SuggestedWork at office
$100k - $120k
...infrastructure investments with AUM of approximately $42 billion as of December 31, 2025. The team is currently looking to hire an Associate, Portfolio Analytics covering Real Estate Secondaries in our Boston, MA location to join our dynamic Finance team of approximately 60...Full timeTemporary workWork experience placementCurrently hiringFlexible hours- ...A leading life insurance brokerage firm in Boston is seeking an Institutions Case Design Associate to manage the design and implementation of insurance portfolios. The role requires coordination among various stakeholders and relationship building with external financial...
- ...HarbourVest Partners in Boston seeks a Senior Portfolio Operations Analyst to support private markets portfolio operations, data management, and IBOR oversight across Credit and Evergreen teams. You will collaborate with internal groups and external fund administrators...
$85k - $115k
...Portfolio AssociateBallentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional... ....Ballentine Partners is looking for an enthusiastic Portfolio Associate to join our growing Investments team. The Portfolio Associate...Temporary workInternshipWorldwideVisa sponsorshipWork visaFlexible hours$90k - $110k
...four days per week and take one remote day weekly, with five additional remote days available as needed. About the Role Senior Associate, Portfolio Analytics - 3rd party vendor partnership lead focused on Acuity Analytics. Partner closely with internal teams (QIS and...Work at officeRemote work$66.8k
Firm Overview Cambridge Associates ("CA") is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans... ...worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their...Work experience placementLocal areaWorldwide- ...what we stand for as a firm. KPMG is currently seeking an Associate to join our Tax practice. Responsibilities: Provide strategic... ...goals Serve as the primary point of contact for the PMDs' portfolio, conducting detailed data analysis (including reviewing open...Full timeWork experience placementWork at officeLocal area
- ...we stand for as a firm. KPMG is currently seeking a Senior Associate to join our International Tax practice. Responsibilities:... ...stages of the investment life cycle for both asset managers and portfolio companies operating globally Qualifications: A minimum...Full timeTemporary workLocal area
$125k - $182.5k
...successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for working with Portfolio Manager(s) to establish and execute a risk based coverage plan for a specific portfolio or set of portfolios. Key responsibilities...Full timeWork at officeFlexible hoursDay shift$92.5k - $110k
...Job Description POSITION SUMMARY: The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals...Full timeTemporary work$100k - $125k
Associate, StrategyWhy join Aptiv? You'll have the opportunity to work on cutting-edge applications, develop breakthrough technologies... ...industrial technology company. As Aptiv continues to evolve its portfolio and expand across multiple technologies and end markets, the...Full timeTemporary workWork experience placementRelocation package$125k - $215k
...mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and... ...team is seeking a highly analytical and execution-oriented Associate to drive and scale LMI’s $3.5bn Tax-Driven Investments (TDI)...Local areaImmediate startFlexible hours- ...consider a career in Advisory.KPMG is currently seeking aSr. Associate, Strategic Change Management for our Consulting practice.Responsibilities... ..., evaluation and Change ManagementExperience managing a portfolio of activities within a project or team; previous experience in...Work experience placementH1bLocal area
$80k - $150k
...PositionAs a member of the Private Investments Legal Team, the Legal Associate will work closely with a global team of other Legal Associates... ..., and operational colleagues to support various aspects of portfolio investmentsContribute to deal process by tracking and...Full timeRemote workFlexible hours1 day per week$85k - $140k
...currently have an exciting career opportunity for an Assurance Senior Associate to join our Financial Services team in our New York, New... ...use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result...Work at officeLocal areaFlexible hours3 days per week$100k - $110k
...HarbourVest is seeking a highly motivated and experienced senior associate to join our world-class Treasury team. As a Senior Associate... ...— Oversee and actively manage the liquidity profile across a portfolio of private equity and private credit funds, ensuring adequate...Full timeTemporary workWork at officeLocal areaImmediate startRemote work1 day per week$105k - $115k
...per week in the office.HarbourVest Partners is seeking a Senior Associate on the Fund Accounting and Administration team. This role... ...FundsPrepare distribution recommendations working closely with portfolio management, investment operations and the treasury functionWork...Full timeWork at officeLocal area3 days per week$250k - $365k
...a full-time employment opportunity for a mid-level corporate associate with 3-5 years of experience representing venture capital investors... ...investors on investment structuring and transactions and portfolio matters. Candidates should demonstrate outstanding academic credentials...Full timeTemporary workWork at officeFlexible hours$80k - $150k
...the RoleWe are seeking a highly motivated and results-driven Associate to join our Venture Growth Evergreen (VGE) team to focus on secondary... ...a new strategy focused on investing in a highly diversified portfolio of growth and venture stage businesses in a perpetual vehicle...Full timeWork at officeRemote workFlexible hours1 day per week$120k - $145k
...Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation... ...and risk factors.Job Purpose:The open position is for an associate based in our Atlanta, Boston, Chicago, Dallas, Houston or New...Full timeWork at officeWorldwide$160.3k - $297.7k
Job Description SummaryThe Associate Dir, Search & Eval (Platforms & AI) is responsible for identifying, evaluating, and prioritizing... ...interactions, triage rationale, and follow-up actions to support portfolio transparency and decision quality.Essential requirements:High-...Full timeWork at officeShift work$87k - $128k
...mastery: You can confidently speak to weekly cost trends and portfolio performance at a granular level.Execution: You don’t just model... ...connection.Notice to Applicants for Jobs Located in NYC or Remote Jobs Associated With Office in NYC OnlyWe used Covey as part of our hiring and...Hourly payWork at officeLocal areaRemote workFlexible hours- ...the future of our communities.We are currently searching for an Associate Design Principal for our Boston office who is a talented... ...integrated and effective design solutions. Bring a strong design portfolio and developing reputation demonstrated through design work, awards...Work at officeLocal area
- ...within a friendly, design-oriented, and creative culture while growing your career.Sound like you? Don’t wait, send us your resume and portfolio !The statements on the job description are intended to describe the general nature and level of work being performed by the person...Local area
$90k - $180k
...the RoleWe are seeking a highly motivated and results-driven Associate to join our Private Climate Investing Team. The Climate Innovation... ...team to assist in the sourcing, diligence, and management of portfolio companies. The ideal candidate will be a self-directed, hard-...Full timeRemote workFlexible hours1 day per week
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