Portfolio Management Associate — Equity Focus
Role, Inc.
Columbia Threadneedle in Boston, MA is seeking a Portfolio Management Assistant to provide operational, analytical, and general administrative support to a team of equity portfolio managers. This role offers exposure to equity investing within a dynamic asset management environment, enabling you to contribute to clients' investment goals. You will work closely with multiple portfolio management teams to monitor cash and holdings, enter equity trades, and generate regular portfolio reporting #J-18808-Ljbffr Role, Inc.
- ...leading international private equity real estate investment firm... .... With a strategic focus on high-growth, global gateway... ...billion in logistics real estate, managing a portfolio of more than 1,750 properties... ...estate. Job Summary The Associate, Portfolio Management will play...Employment EquityWork at office
$125k - $150k
Role: Portfolio Management Associate, Bain Capital Real Estate Location: Boston, MA BCRE Portfolio Management The Portfolio Management (PM) team is... ...Analytics Help build and maintain tools that track liquidity, equity needs, reserves, refinancing risk, and deal-level...Employment Equity- Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help... ...worth private clients implement and manage custom investment portfolios that generate outperformance so that... ...qualifications, as well as internal equity. The firm is committed to the...Employment EquityWork experience placementLocal areaWorldwide
$90k - $110k
...renewable energy developer focused on the development,... ..., and operation/asset management of wind, solar, and... ...the Asset Management Associate supports the commercial... ...Longroad’s renewable energy portfolio, currently exceeding 6... ...benefits. Diversity, Equity & Inclusion Diversity,...Employment EquityWork experience placementVisa sponsorshipWork visaFlexible hours$58k - $115k
...Position Summary Wealth Management Associates provide exceptional service to... ...interpersonal skills and their focus will be on delivering an... ...such as digital marketing, portfolio holdings and/or proposal... ...including but not limited to equities, bonds, options, mutual funds...Employment EquityTemporary workWork experience placementLocal area- Senior Finance Associate - Private Credit - Boston - Hyrbid About... ...leading alternative investment manager focused on private credit and... ...team, supporting a diverse portfolio of private debt investment vehicles... ...process for private debt, equity, and structured credit investments...Employment Equity
$70k - $78k
...approximately $50billion in assets under management. Bain Capital Credit invests... ..., non‑performing loans and equities. Our team of more than 200... ...grown our platform to focus on Private Equity, Growth & Venture... ...position master and portfolio accounting system. Assist with...Employment Equity$90k - $110k
...at your discretion, subject to manager approval. You may work in the... ...needed. About the Role Senior Associate, Portfolio Analytics - 3rd party vendor partnership lead focused on Acuity Analytics. Partner closely... ...). Preference for private equity or alternative investment...Employment EquityWork at officeRemote work$250k - $325k
...(3rd-5th year) corporate associate to join our U.S. Corporate... ...stakeholders, including private equity investors, portfolio companies, hedge funds,... ...experience with a strong focus on corporate transactions.... ...global litigation, crisis management (restructuring,...Employment EquityWork at officeImmediate start$100k - $170k
Description A&M’s Private Equity Performance... ...throughout the U.S., focuses on serving upper‑middle... ...operating results at their portfolio companies. The companies... ...CDD/Strategy, Interim Management, Merger Integration &... ...Responsibilities Senior Associate‑level responsibilities...Employment EquityFull timePart timeInterim roleWork at officeFlexible hours$68k - $120k
POSITION SUMMARY Wealth Management Associates provide exceptional service to... ...interpersonal skills and their focus will be on delivering an... ...such as digital marketing, portfolio holdings and/or proposal... ...including but not limited to equities, bonds, options, mutual funds...Employment EquityTemporary workLocal area$65k - $95k
...billion in assets under management. With offices in... ...seeking to add a Trading Associate to join our Boston-based... ...process, supporting Portfolio Management, Research,... ...Responsibilities: Implement equity execution through the... ...performance. About Focus Financial Partners Crestwood...Employment EquityWork at officeLocal areaRemote work$80k - $100k
...$75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping... ...The Senior Associate will join our US office... ...structures including private equity, hedge fund and market... ...place to work. We are focused both on wellbeing and...Employment EquityTemporary workWork at officeLocal areaFlexible hours- ...Relationship Manager You are customer focused, enjoy building relationships and providing... ...clients. A role as an Associate Banker is for you. As an... ...opportunities, complete portfolio reviews, build market... ...cash and/or forfeitable equity, awarded in recognition of...Employment Equity
$80k - $90k
...your discretion, subject to manager approval. For example,... ...to be used as needed. The Portfolio Analytics team is seeking an Associate to support the day-to-day... ..., with a primary focus on Acuity Analytics. Working... ...for experience in private equity or alternative investment...Employment EquityFull timeWork at officeLocal areaRemote work1 day per week$260k - $365k
...Job Title: Experienced Wealth Management Associate Firm: Client (Multi-Family Office / Wealth... ...Key Responsibilities Focus on complex estate planning and gift... ...External market data Internal equity considerations On-track or off-track...Employment EquityFull timeWork at office- BNY Mellon is seeking a Director, Portfolio Manager to lead portfolio management for US thematic Tech and US Equity Growth. This role requires deep investment expertise and... ...competitive compensation and benefits, with a focus on supporting personal and professional...Employment Equity
$28k - $125k
...Advisors is a respected wealth management firm with a proven track... ...people of all backgrounds and focus on developing diverse talent... ...work environment Our Diversity, Equity, and Inclusion (DEI) initiatives... ...level Seniority level Associate Employment type Employment type...Employment EquityFull timeTemporary workLocal areaRemote work- Longfellow Investment Management in Boston is seeking an 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...Employment Equity
- # PE Associate, Direct Co-InvestmentsHarbourVest PartnersAssociatePrivate... ...openings matching "Private Equity / Associate jobs in Boston,... ...portco operations work, focusing on underwriting, investment committee... ..., and GP relationship management. The team invests selectively...Employment EquitySummer work
$225k
...services and independent investment management advice through Choate... ...Functions / Responsibilities Focus on sophisticated estate planning... ...is $225,000 for first year associates to $435,000 for Principal... ...data, consideration of internal equity, and whether the role is on or...Employment EquityWork at office- ...Associate Vice President, Operational Due Diligence About the Company Prominent asset management firm Industry Financial Services Type... ...real estate, and private equity. This role involves on-site... ...management business, with a focus on hedge fund, real...Employment EquityWork at office
- # Senior Associate, Operational Due DiligencePartners CapitalSenior... ...openings matching "Private Equity / Senior Associate jobs in Boston... ...with $75B+ in assets under management acting for distinguished... ...constructs customized investment portfolios for clients including...Employment EquityOdd jobWork at officeWorldwide
$90k - $100k
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations... ...as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product... ...and the processing of transitioning equity accounts. Provide support and problem...Employment EquityTemporary workWorldwide- 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...
$90k - $115k
...Morgan Stanley Investment Management’s Emerging Market Debt Department... ...return, fixed income, and equity investment strategies. The group... ...investment process that focuses on analyzing the political and... ...Responsibilities Works directly with senior portfolio managers, analysts, and...Employment EquityTemporary work- About the job As an Associate on the Tether Capital team, you will own... ...role is responsibility for portfolio company reporting—ensuring that... ...also support the team in managing inbound dealflow and coordinating... ...venture capital or private equity. Organization and Attention...Employment EquityRemote work
- ...JR0000290**Firm Overview:**Cambridge Associates (“CA”) is a leading global... ...worth private clients implement and manage custom investment portfolios that generate outperformance so that... ...qualifications, as well as internal equity.The firm is committed to the concept...Employment EquityLocal areaWorldwide
- Firm Overview Cambridge Associates (“CA”) is a leading global investment firm. CA’s... ...worth private clients implement and manage custom investment portfolios that generate outperformance so that... ...structures across hedge funds, private equity, mutual funds, derivatives, and fund...Employment Equity
$150k - $190k
...of the Life Science Team, the Associate’s activities will include... ...periodic meetings with senior management. The Associate’s due diligence... ...prospective tenants for Alexandria’s portfolio, including monitoring of... ...landscape, venture and equity financing, and human disease....Employment EquityWork experience placementLocal area
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