Fixed Income Client Portfolio Specialist
$80k - $97.5kLoomis Sayles & Company
Loomis, Sayles & Company in Boston, Massachusetts is seeking a client portfolio analyst to support their client services group. The successful candidate will manage client requests, generate reports, and work closely with investment teams. This role emphasizes developing analytical skills and understanding fixed income strategies. Applicants should have 3+ years in the investment industry and strong communication abilities. Comprehensive benefits and a competitive salary ranging from $80,000 to $97,500 are offered. #J-18808-Ljbffr
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Fixed Income Client Portfolio Specialist in Boston, MA vacancy
$100k - $160k
...investment management solutions to a diverse client base, which includes governments,... ...their risk-focused investment process. The Fixed Income Product Specialist will join the Leveraged Loan team to support the Client Portfolio Manager and investment team across the team...SuggestedTemporary workWorldwide$100k - $160k
Morgan Stanley is seeking a Fixed Income Product Specialist in Boston to support the Leveraged Loan team. This role entails translating portfolio data into client-facing materials and providing analytical support for various business activities. Ideal candidates will have...Suggested$70k - $78k
...provide world-class support to various teams, including the trading desk and investor relations. The ideal candidate has 1-2 years of fixed income experience, proficiency in Bloomberg, and a strong problem-solving aptitude. This role offers a competitive salary ranging from...Suggested- ...platforms and developing automation tools. Candidates should possess a Bachelor's degree in relevant fields and have experience with Fixed Income and Derivatives analytics. This position offers a competitive salary and a flexible work environment that values in-person...SuggestedFlexible hours
$75k - $95k
...processing of vendor payments. Communication Support: Handle incoming calls and emails, respond to inquiries, and route messages... ...Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated...SuggestedTemporary workWork at officeMorgan Stanley
Boston, MA4 days ago$80k - $115k
...experienced and detailed-oriented Portfolio Accounting & Recordkeeping... ...effective controls and develop client relationships. This is an... ...ensuring all transactions (trades, income, accruals, corporate actions)... ...spectrum of asset class (equity, fixed, derivatives), cash and...Full timeTemporary workWork at office$70k - $100k
...behalf of institutional and retail clients worldwide. We believe active... ...reports to the Director of the Custom Income Strategies (CIS) team and assists portfolio managers on the team in day-to-day... ...dedicated to managing complex, customized fixed income mandates across insurance,...Work experience placementInternshipWork at officeLocal areaWork from homeWorldwideLoomis Sayles & Company
Boston, MA20 hours ago- GFI Team Ikigai is seeking a Client Services Specialist to manage financial transactions while providing exceptional customer service. This role... ...tailor your schedule while developing a compelling client portfolio. As a crucial part of our team, you'll engage in business...Remote job
- A financial services firm in Boston is looking for a Client Services Associate to support ultra-high net worth clients with insurance portfolios. You will manage policy details, prepare documentation, and respond to client inquiries. Ideal candidates have 1-2 years of customer...Work at office
- Longfellow Investment Management Co., LLC is seeking an experienced Portfolio Operations Analyst in Boston. This role involves providing exceptional back-office support for fixed income and equity portfolios, ensuring accurate execution of tasks such as reconciling cash...
$70k - $100k
Loomis Sayles is seeking a CIS Associate in Boston, MA to support portfolio management tasks. This role requires technical expertise in Python, SQL, and VBA, along with a degree in a quantitative field. Responsibilities include collaborating on portfolio tools, risk analysis...$140.4k - $229.1k
...Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager - Investments (Boston - Hybrid) Hiring Range: $14... ..., helps set customized asset allocation across equities, fixed income, and other asset classes according to policy targets and...Work at officeEastern Bank
Boston, MA20 hours ago- ...Product Specialist The Product Specialist will be a key player... ...Development's installed base of clients is optimizing their use of... ...international Equity and/or Fixed Income trading workflows Strong... ...applications; a background in portfolio management and trading...
Back Bay Staffing Group
Boston, MA1 day ago $90k - $110k
...remote days available as needed. About the Role Senior Associate, Portfolio Analytics - 3rd party vendor partnership lead focused on Acuity... ...Proficiency in reviewing financial documents (balance sheets, income statements, cash flow reports, investment schedules)....Work at officeRemote work$120k - $165k
...a high-performing Index Sales Specialist to drive growth across Asset Management clients in Boston and the broader New England... ...investors. You will engage portfolio managers, product teams, and... ...makers to position MSCI’s equity, fixed income, and multi‑asset class indexes...Flexible hoursMSCI
Boston, MA4 days ago- ...your existing business or sales portfolio Expand into new revenue... ...electricity & natural gas solutions Fixed-rate contracts (1–5 years)... ...Entrepreneurial and self-motivated Sales or client-facing experience preferred... ...in building long‑term income and expanding offerings Whether...Full timePart timeFlexible hours
Trelevate
Boston, MA2 days ago $60k - $185k
...market segments Build and nurture strong client relationships with C‑Suite executives,... ...opportunities across the broader S&P Global portfolio Represent and promote S&P Global core... ...Understanding of financial markets including fixed income, derivatives, equities, or alternative...Second jobLive inWorldwideFlexible hoursS&P Global
Boston, MA3 days ago$187.75k - $241k
Fixed Systems Sales Specialist - Cardiac and Vascular - Image Guided Therapy Systems (New England, Boston MA) Job Description The IGT Sales Specialist owns business development in the territory by uncovering and posting opportunities, developing competitive positioning...Full timeWork at officeRelocation package3 days per week- ...private domains to build capital and generate income. With over $100 billion in AUM and... ...flexible capital through a one firm, one portfolio, one team mindset. Our operating model is... ...Asset Allocation, Risk Management, Global Fixed Income, Global Private Investments and Global...Work at officeLocal areaRemote workFlexible hours
Liberty Information Technology Limited
Boston, MA4 days ago $100k - $120k
Fresenius Kabi USA is seeking an Account Executive, Portfolio Manager in Boston to develop and maintain relationships with key decision makers in Acute Hospitals and IDNs. The role focuses on expanding existing accounts through effective sales of Infusion Therapy products...$120k - $225k
...return and risk objectives of institutional clients in more than 60 countries, draw on a... ...Platform, Global Operations, Trading, Portfolio Implementation, and the broader... ...global capital markets, including equity, fixed income, multi-asset, and alternative strategies...Contract workRemote workFlexible hours1 day per weekWellington Insurance Group
Boston, MA3 days ago- ...Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI... ...with long‑term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and...Work experience placementLocal area
Liberty Mutual Insurance
Boston, MA3 days ago $90k - $140k
...class people, and supporting growth in its portfolio companies and communities. KKR sponsors... ...GAAP standards. This includes oversight of income recognition, impairments, and... ...across a diverse portfolio of assets such as fixed income securities, loans, equity securities...Local areaKKR
Boston, MA2 days ago- ...platform helps IT teams move from reactive support to proactive, automated experience management: seeing issues, diagnosing root causes, fixing problems at scale, and increasingly using AI to deliver faster, more intelligent outcomes for employees. Nexthink describes its...Contract workWork at officeImmediate startRemote workFlexible hours
Nexthink
Boston, MA3 days ago - Fenwick & West LLP is looking for a Client Accounting Specialist to manage financial aspects of assigned partners' client portfolios. The role includes ensuring accurate billing, maintaining documentation, monitoring accounts receivable, and collaborating with attorneys...
- ...A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess...Work at office
Partners Capital
Boston, MA3 days ago - ...A leading wealth management firm in the Greater Boston area is seeking a self-motivated Client Development & Portfolio Manager. This role involves expanding the client base through strategic outreach, delivering exceptional financial guidance, and mentoring associate...Work at office2 days per week
Gray Private Wealth, LLC
Canton, MA3 days ago $80k - $100k
...ASSOCIATE IN PORTFOLIO OPERATIONS. Join a global equity investment firm in their Operations area. Support trade implementation and settlements... ...and review subscriptions and redemptions, work closely with client service team to assist in account openings, resolve trade...Masis Professional Group
Boston, MA1 day ago$80k - $110k
...Associate, Portfolio Operations, Credit page is loaded## Associate, Portfolio Operations, Creditlocations: Bostontime type: Full timeposted... ...spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to...Work at officeLocal areaRemote work1 day per weekHarbourvest
Boston, MA15 hours ago$24 - $29 per hour
...services tailored to the unique needs of our clients. Our practice is known for its... ...Position Overview: The Client Relations Specialist will play a vital role in the initial engagement... ...position is responsible for managing incoming leads from various sources, understanding...Work from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Fixed Income Client Portfolio Specialist. Be the first to apply!
Related searches
- online customer service representative Boston, MA
- customer advisor Boston, MA
- airport customer service agent Boston, MA
- customer support associate Boston, MA
- employee relations assistant Boston, MA
- participant services representative Boston, MA
- customer service representative 1st shift Boston, MA
- inbound call center customer service representative Boston, MA
- service agent Boston, MA
- insurance customer service advisor Boston, MA