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- Victory Capital Management is hiring for a Portfolio Compliance Professional in Boston, Massachusetts. In this role, you will support trade compliance and assist the compliance team with regulatory oversight. Responsibilities include monitoring pre- and post-trade activity...Suggested
- A global asset management firm based in Boston is seeking a Portfolio Compliance professional to support regulatory oversight and trade compliance activities. The successful candidate will monitor trade activity, assist with compliance programs, and collaborate with multiple...Suggested
$97.75k - $115k
...more, visit or follow us on Facebook, X (formerly Twitter), and LinkedIn. General Summary and Purpose You support a team of portfolio compliance professionals within VCM’s Legal and Compliance department, assisting with regulatory oversight and trade compliance...SuggestedLocal areaFlexible hours$30 - $40 per hour
Daley And Associates, LLC is looking for a qualified Portfolio Compliance Analyst to ensure investment transactions adhere to client guidelines and regulations. Located in Boston, MA, this position offers a hybrid work model with an onsite-offsite schedule, allowing flexibility...SuggestedHourly pay$30 - $40 per hour
Portfolio Compliance Analyst We are currently seeking candidates for a Portfolio Compliance Analyst opportunity with a top-tier Private Equity firm located in Boston, MA. The Portfolio Compliance Analyst will ensure investment transactions and holdings are compliant with...Hourly payContract workWork at officeRemote work1 day per week- ...relevant experience, with a strong emphasis on detail and customer service. Key responsibilities include data reconciliation, client portfolio administration, and collaboration with internal teams. The position offers mentorship opportunities and continued education...
$110k - $140k
The Fixed Income Portfolio & Data Analyst supports the firm's Municipal and Taxable Fixed Income investment teams through strategy attribution... ...player with experience working across investment, marketing, compliance, and client service teams. CFA charterholder or progress...Work at officeLocal areaRemote work1 day per week$110k - $140k
Gwkinvest in Boston is seeking a Fixed Income Portfolio & Data Analyst to support the Municipal and Taxable Fixed Income investment teams. The role involves managing regular reporting, responding to ad-hoc requests, and supporting analytical tasks related to portfolio positioning...$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- ...leading commercial real estate firm in Boston, is seeking a Senior Property Manager to oversee property management operations for a portfolio of commercial offices. Responsibilities include managing tenant relations, financial performance, and leading a team to ensure...Work at office
$105k - $179k
Project Manager - Salesforce Portfolio Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. Position Summary The Project Manager is an individual contributor responsible for owning end-to-end delivery...$242.2k - $363.2k
Job Description 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 management team supporting...$242.2k - $363.2k
General 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 across the drug development lifecycle...$242.2k - $363.2k
Vertex Pharmaceuticals Inc (US) is seeking a Senior Director for Portfolio & Program Management in Boston. This global role involves leadership in cross-functional project management across the drug development lifecycle, ensuring alignment with corporate objectives and...- Vertex Pharmaceuticals in Boston is seeking a Senior Director for Portfolio & Program Management responsible for guiding cross-functional project management across the drug development lifecycle. The ideal candidate will have extensive experience in project management and...
$165k - $200k
...presentation tools. The Non‑Profit Lending Specialist II must have strong writing skills and... ...background. Responsibilities Portfolio management - Prepare timely and insightful... ...regulations and audit, regulatory and compliance requirements. The Senior Credit Risk Analyst...Work at office- ...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.
$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...$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- ...experienced Operations Analyst to provide exceptional back-office support. The role requires expertise in fixed-income and equity portfolios, focusing on enhancing relationships with custodians and resolving issues effectively. The ideal candidate will possess strong...
$70k - $90k
...accounting, reporting, and client service within an institutional framework. Responsibilities include reconciling accounts, assisting with portfolio reporting, and managing operational tasks. The ideal candidate will be proficient in portfolio reporting systems and CRM software,...Work at office- Tether in Boston is hiring an Associate to manage portfolio company reporting and ensure data integrity across systems. This role demands detail-oriented individuals to oversee data entry and support deal execution, thriving in a fast-paced investment environment. Suitable...
- ...institution is seeking an Analyst III for its Leveraged Finance team based in Boston. This role focuses on credit underwriting and portfolio management within a deal team environment. Key responsibilities include assisting in acquisition financing, conducting financial...
$91k - $115k
...requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and as needed client support for an... ..., tracks and collects financial reporting and covenant compliance. Develop solutions and alternative to modifications, including...Local areaFlexible hours$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. We are looking for a Portfolio Management Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$125k - $140k
Webster Bank group is looking for a Senior Associate in Sponsor and Specialty Finance to lead new deal underwriting, manage a portfolio of existing borrowers, and mentor junior team members. The role requires strong analytical skills and experience in finance, with a salary...$90k - $115k
...in almost 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...Temporary work$200k - $250k
## Portfolio Manager, Alternative Risk PremiaApplylocations: Boston, Massachusetts, United States of Americatime type: Full timeposted on: Posted Todayjob requisition id: 868521At Franklin Templeton, we believe success is built through powerful partnerships. As a forward...- Eastern Bank is looking to hire a Private Banking Portfolio Administrator in Boston, MA. This role focuses on providing exceptional client service, managing documentation, and supporting business development teams. The ideal candidate will have at least 3 years of experience...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Compliance Specialist for OCIO Portfolios. Be the first to apply!
- financial compliance analyst Boston, MA
- senior regulatory affairs specialist Boston, MA
- regulatory affairs consultant Boston, MA
- regulatory compliance specialist Boston, MA
- trade compliance specialist Boston, MA
- legal compliance analyst Boston, MA
- research compliance officer Boston, MA
- regulatory specialist Boston, MA
- coding compliance specialist Boston, MA
- information security compliance analyst Boston, MA

