Portfolio Compliance Specialist for OCIO Portfolios
$66.8k - $86.8kCambridge Associates
A leading global investment firm in Boston is seeking a Portfolio Compliance Associate to ensure compliance with investment guidelines across managed portfolios. The role requires 1-3 years of experience in financial services, a Bachelor's degree in a related field, and advanced proficiency in Excel. Responsibilities include monitoring compliance, investigating issues, and assisting with regulatory filings. The position offers a competitive salary range of $66,800 to $86,800, alongside performance-based bonuses and benefits. #J-18808-Ljbffr Cambridge Associates
$97.75k - $115k
...A leading asset management firm is seeking a Compliance Analyst to support portfolio compliance activities. Responsibilities include daily monitoring of trades, maintaining compliance programs, and preparing reports. Applicants should have 2-4 years of experience in compliance...SuggestedFlexible hours$120k - $225k
...America Programs and Delegated Authority business's profit and growth objectives by providing end-to-end actuarial ownership and portfolio-level governance for strategic portfolio relationships. North America Programs has been tasked to scale to $1B in GWP by 2030, and...SuggestedLocal areaFlexible hours$170k - $267.5k
...trading, securities lending, financing, liquidity, and innovative portfolio solutions. Front Office Trading Services team will support... ...service standards to ensure operational excellence, regulatory compliance, and effective risk management. Lead operational readiness for...SuggestedFull timeTemporary workWork at officeFlexible hours$105k - $179k
...Salesforce and Sales Operations initiatives. This role combines strong project execution with deep analytical capability to drive portfolio-level visibility, informed prioritization, and measurable business outcomes across Salesforce, CPQ, CLM, and analytics initiatives...SuggestedFull timeTemporary workWork at officeRemote work$242.2k - $363.2k
Job DescriptionGeneral Summary:The Senior Director, Portfolio & Program Management is a global role within the Program and Portfolio Management (PPM) organization. The incumbent is responsible for championing cross-functional project management excellence to programs across...SuggestedFull timeSummer workRemote workFlexible hours2 days per week- Mercer, a Marsh McLennan company, seeks an Investment Analyst to join the US Equity Portfolio Management team in a hybrid role based in Boston or Chicago. You will support data-driven insights, tool development, and the public equity rebalancing process, contributing to...
$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$90k - $180k
...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... ..., and insight generation while maintaining sound judgment and compliance with governance standards About Us Pay Philosophy: The...Local areaFlexible hours$80k - $150k
...long-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...Full timeRemote workFlexible hours1 day per week- Vera Therapeutics seeks a Senior Director, Program & Portfolio Management to serve as the lead Program Manager for R&D projects, reporting to the Senior VP. Ideal candidate will reside near Boston, MA or Brisbane, CA and will own the integrated Trutakna program plan, driving...
$232k - $348k
...that commercial perspectives are integrated early, rigorously, and pragmatically into program strategy, development planning, and portfolio decisions. This role will lead the development of the U.S. and ex-U.S. commercial roadmap for GB-0895, including market understanding...Shift work$242.2k - $363.2k
Job Description Job Description Summary The Sr Director, Program and Portfolio Management functions as a leader in the Program and Portfolio Management department and across Vertex R&D. This role has oversight and supervisory responsibility for the global research program...Summer workRemote workFlexible hours2 days per week- Vera Therapeutics Inc. is seeking a Senior Director, Program & Portfolio Management to lead the Trutakna program plan and governance across R&D. Located near Boston, MA or Brisbane, CA, this role requires executive-level collaboration with CMO and EVP teams to ensure aligned...
- ...rejects & holds Identify and execute on Lean / AI projects with global impact on CSA portfolio and partner with ERP finance on ERP deployments and continuous improvement ideas Ensure compliance with internal controls, accounting policies, and contract terms Requirements...Contract work
- ...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 advisors. Candidates...
$96.8k - $159.03k
...benefits included with this job posting for additional information.Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting and Covenant Tracking Obtaining annual financial information for files from clients...Interim role$100k - $145k
..., corporations and individuals worldwide.About the TeamThe Portfolio Specialist Team is a strategic function within Eaton Vance Equity, part... ...with Marketing, Product Management, Client Service, Compliance, and Distribution to coordinate investment communications and...Temporary workWork at officeWorldwide- ...Pharmaceuticals is seeking a Director, Clinical Quality Risk & Portfolio Oversight, to lead enterprise-wide quality efforts in... ...involves oversight of quality intelligence, risk management, and compliance across clinical studies, with a focus on proactive quality management...Remote work
$110k - $150k
...individual will report to the Director of Portfolio Implementation and will work closely... ...strategies investment teams. This Portfolio Specialist position will be located in Boston.... ...by acting as liaison between compliance, client service and portfolio management...Work at officeLocal areaWork from homeWorldwide- Columbia Threadneedle Investments in Boston, MA, seeks a Senior Portfolio Management Assistant to provide operational, analytical, and administrative support to equity portfolio managers. You will help with portfolio construction, reporting, and regulatory alignment in...Work at office
$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$212k - $333.19k
...governance, cross-functional alignment, financial discipline, risk management, executive reporting, and decision enablement across the GCM portfolio. The Senior Director will partner with senior stakeholders across functions and geographies to ensure the GCM agenda is delivered...Minimum wageTemporary workWork at officeLocal area$192.6k - $260.6k
Overview Director, Clinical Quality Risk & Portfolio Oversight leads enterprise-wide quality intelligence, portfolio risk surveillance... ...responsible for identifying emerging quality signals, systemic compliance risks, and operational trends across studies, vendors,...Local areaRemote workShift work- ...oversee a team responsible for EDI operations and governance. A strong background in collaboration with IT and Finance is essential, along with proven experience in developing governance frameworks and managing technology portfolios. #J-18808-Ljbffr ViziRecruiter,LLC.
- ...Portfolio AnalystActual compensation for this role is commensurate with experience, skill set, and other qualifications.Under the general... ...of business.Monitors current loans and credit lines to ensure compliance with terms. Reports discrepancies to Management.Monitors loan...
- State Street in Boston is seeking an Officer for the GMAS team to help onboard custom model portfolios and support client relationships across RIAs, broker-dealers, and platforms. You will work with senior team members on market intelligence, strategy, and AI-enabled initiatives...
$63k - $80k
...opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role This position conducts valuations of various...Work at officeLocal areaVisa sponsorshipFlexible hours- ...a hands-on Director/Senior Director of Finance to own the accounting, budgeting, forecasting, and cash runway planning across its portfolio of companies. Reporting to the CFO, you will drive GAAP-compliant close, treasury management, and scalable finance operations in...
- Columbia Threadneedle Investments in Boston seeks a Senior Portfolio Management Assistant to support equity portfolio managers with operational... ..., and preparing regular portfolio reports while ensuring compliance with client guidelines and regulations. The role emphasizes...
- Columbia Threadneedle Investments in Boston, MA seeks a Senior Portfolio Management Assistant to provide operational, analytical, and... ...management. You will enter trades, generate reports, and ensure compliance with client guidelines and regulations while collaborating...
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