Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Compliance Specialist for OCIO Portfolios

$66.8k - $86.8k

Cambridge 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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Compliance Specialist for OCIO Portfolios in Boston, MA vacancy
  • $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... 
    Suggested
    Flexible hours

    Victory Capital

    Boston, MA
    1 day ago
  • $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... 
    Suggested
    Local area
    Flexible hours

    Liberty Mutual

    Boston, MA
    17 hours ago
  • $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... 
    Suggested
    Full time
    Temporary work
    Work at office
    Flexible hours

    State Street Bank

    Boston, MA
    17 hours ago
  • $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... 
    Suggested
    Full time
    Temporary work
    Work at office
    Remote work

    athenahealth

    Boston, MA
    2 days ago
  • $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... 
    Suggested
    Full time
    Summer work
    Remote work
    Flexible hours
    2 days per week

    Vertex Pharmaceuticals

    Boston, MA
    1 day ago
  • 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... 

    Marsh & McLennan Companies, Inc.

    Boston, MA
    3 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 time
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    ViziRecruiter,LLC.

    Quincy, MA
    17 hours ago
  • $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 area
    Flexible hours

    Liberty Mutual

    Boston, MA
    17 hours ago
  • $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 office
    Local area
    Visa sponsorship
    Flexible hours

    VRC

    Boston, MA
    2 days ago
  • $170k

     ...at 10% ownership, with the potential to increase ownership based on performance and value creation. Total compensation varies by portfolio company, individual performance, and deal structure, and includes a comprehensive benefits package. LOCATION This opportunity... 
    Full time
    For contractors
    Immediate start
    Relocation

    American Operator

    Boston, MA
    2 days ago
  • $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

    Generate Biomedicines

    Somerville, MA
    1 day ago
  • $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 office
    Local area
    Visa sponsorship
    Flexible hours

    VRC (Valuation Research Corporation)

    Boston, MA
    4 days ago
  • $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 work
    Remote work
    Flexible hours
    2 days per week

    Vertex Pharmaceuticals Incorporated

    Boston, MA
    17 hours ago
  • 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... 

    Veratherapeuticsinc

    Boston, MA
    4 days ago
  • $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 time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    3 days ago
  • Man Group plc in Boston is seeking a Portfolio Analyst at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own or assist in critical parts of the investment process, from signal validation to portfolio risk management... 

    Man Group plc

    Boston, MA
    3 days ago
  • $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 work
    Work at office
    Worldwide

    Morgan Stanley

    Boston, MA
    3 days ago
  •  ...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

    Jobtailor

    Cambridge, MA
    1 day ago
  • $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

    Eastern Bank

    Boston, MA
    3 days ago
  • $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 office
    Local area
    Work from home
    Worldwide

    Loomis Sayles

    Boston, MA
    5 days ago
  • 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

    Threadneedle group

    Boston, MA
    1 day ago
  • $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 wage
    Temporary work
    Work at office
    Local area

    Takeda

    Boston, MA
    4 days ago
  •  ...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.

    ViziRecruiter,LLC.

    Quincy, MA
    1 day ago
  •  ...mission, directly assisting in the assessment of risk and the streamlining of the offer drafting process. Reporting to the Manager of Portfolio Strategy, you will work closely with the Pricing, Risk, and Engineering teams to implement new workflows and ensure our... 
    Full time
    Work at office
    Remote work
    Flexible hours

    Forward Financing

    Boston, MA
    2 days ago
  • $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 work
    Flexible hours

    ViziRecruiter,LLC.

    Quincy, MA
    17 hours ago
  • $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 area
    Remote work
    Shift work

    Alnylam Pharmaceuticals

    Cambridge, MA
    4 days ago
  • Selby Jennings is seeking a Senior Analyst for the Portfolio Strategy & Management team. The role, based in New York or Boston, offers exposure across private equity, real estate, private credit, energy, and infrastructure while driving analytics-driven insights and capital... 

    Selby Jennings

    Boston, MA
    2 days ago
  •  ...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 job

    Alnylam Pharmaceuticals

    Cambridge, MA
    2 days ago
  • 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... 

    State Street

    Boston, MA
    3 days ago
  •  ...single and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs. The Portfolio Analyst manages trading processes for the investment team and ensures optimized workflows. The Portfolio Analyst is an active... 
    Work experience placement
    Work at office

    F.L.Putnam Investment Management Company

    Needham Heights, MA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Compliance Specialist for OCIO Portfolios. Be the first to apply!