Current jobs related to Portfolio Operations - Boston - Syntagma Group


  • Boston, United States The Ladders Full time

    Position: Portfolio Operations AnalystDepartment: Investment OperationsReport to: Head of Investment OperationsCompany Summary: Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service. The organization is a premier provider of value equity investment products that are firmly rooted in...

  • Portfolio Manager

    2 months ago


    Boston, United States Blue Castle Agency Full time

    Portfolio Manager Greater Boston, MA Competitive Pay (DOE) OVERVIEW Our client is currently seeking a dynamic and experienced professional to join their team as a Portfolio Manager. With over 35 years of commitment to excellence and a proven track record in property management, our client prides themselves on providing exceptional service to their residents...


  • Boston, Massachusetts, United States Takeda Full time

    About TakedaTakeda is a global pharmaceutical company that is transforming the industry through its R&D-driven market leadership and values-led approach. We empower our people to realize their potential through life-changing work and foster an inclusive, collaborative workplace.Job SummaryWe are seeking a highly experienced and skilled professional to lead...


  • Boston, Massachusetts, United States Takeda Full time

    About TakedaTakeda is a global pharmaceutical company that is transforming the industry through its R&D-driven market leadership and values-led approach. We empower our people to realize their potential through life-changing work and foster an inclusive, collaborative workplace.Job SummaryWe are seeking a highly skilled and experienced professional to join...

  • Portfolio Analyst

    3 months ago


    Boston, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key responsibilities include security...


  • Boston, United States Atlantic Group Full time

    Portfolio Controller - Real Estate - Hybrid Our client in the real estate space is looking to bring on a Portfolio Controller!Qualifications 10 years of experienceCPAPrior experience in public accountingReal estate background Management experience Responsibilities:Responsible for directing the company’s accounting functions Review financial reports,...


  • boston, United States Atlantic Group Full time

    Portfolio Controller - Real Estate - Hybrid Our client in the real estate space is looking to bring on a Portfolio Controller!Qualifications 10 years of experienceCPAPrior experience in public accountingReal estate background Management experience Responsibilities:Responsible for directing the company’s accounting functions Review financial reports,...

  • Portfolio Analyst

    4 weeks ago


    Boston, United States Harrison Gray Search & Consulting Full time $75,000 - $85,000

    Job DescriptionJob DescriptionHarrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key...


  • Boston, United States Fanning Personnel Full time

    Client/ Portfolio Associate opening located at an RIA in BostonIm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms located in and around Boston with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may...

  • Portfolio Accountant

    1 month ago


    Boston, United States Conflux Systems Full time

    Job DescriptionJob DescriptionHi,Greetings from conflux systems.Please go through the JD and let me know if you are interested.Role: Portfolio AccountantLocation: Boston, Quincy - Day 1 OnsiteJD Candidates should have at least 10+ years of experience with in-depth understanding of Accounting Book of Records, Investment Book of Records. Candidates must have...


  • Boston, United States Fanning Personnel Full time

    Client/ Portfolio Associate opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms located in and around Boston with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who...


  • Boston, Massachusetts, United States Takeda Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as the Head of Research Portfolio Strategy. As a key member of our Research Strategy & Operations Leadership Team, you will play a critical role in overseeing and optimizing our research portfolio, driving focus and prioritization, and ensuring clear communication of...


  • Boston, Massachusetts, United States Harrison Gray Search & Consulting Full time

    Job OverviewHarrison Gray Search & Consulting is collaborating with a prestigious investment advisory firm to identify a qualified Investment Portfolio Analyst. This position is integral to the development and continuous oversight of client investment portfolios and financial strategies within a practice managing significant assets under management.Position...


  • Boston, Massachusetts, United States Takeda Full time

    Job DescriptionAbout the RoleWe are seeking a highly skilled and experienced Head of Research Portfolio Strategy to join our team at Takeda. As a key member of our Research Strategy & Operations Leadership Team, you will play a critical role in overseeing and optimizing our research portfolio, driving focus and prioritization, and ensuring clear...


  • Boston, Massachusetts, United States Moors & Cabot Inc Full time

    Job OverviewPosition SummaryThe primary objective of this role is to assist in the development and ongoing oversight of client investment portfolios and financial strategies within a well-established practice managing substantial assets. Key responsibilities will encompass asset evaluation, trading activities, client engagement, and the management of...


  • Boston, United States Creative Financial Staffing Full time

    Our client, a professional services/management company in Downtown Boston, has an immediate need for an Assistant Portfolio Controller. The Assistant Controller will ensure that debt investment accounting and fund financial information is accurately captured, classified, and recorded for the assigned portfolios.Highlights of the Assistant Controller...


  • Boston, Massachusetts, United States MassMutual Full time

    About the RoleWe are seeking a highly experienced and skilled Director of Portfolio Management to lead our Bank Loan Operations team. As a key member of our Investment Operations organization, you will be responsible for overseeing the end-to-end management of our $35B Bank Loan portfolio.Key ResponsibilitiesLead a team of specialists in monitoring and...


  • Boston, Massachusetts, United States Servier Full time

    About Servier Pharmaceuticals:Servier Pharmaceuticals is a commercial stage, privately held pharmaceutical company dedicated to bringing innovative treatments to patients. Our focus is on delivering significant advances in areas of high unmet need, with a pipeline promising in Oncology and Neuro-Inflammation.Role SummaryThe Strategic Portfolio Director will...

  • Portfolio Manager

    4 weeks ago


    Boston, United States Natixis Global Asset Management Full time

    Overview: The portfolio manager will work with other members of the portfolio management team to refine and develop the portfolio management process for the direct indexing strategies offered by Natixis Investment Managers Solutions. The portfolio manager will assist in the construction and management of index-based portfolios for high net worth and...

  • Portfolio Analyst

    4 weeks ago


    Boston, United States Moors & Cabot Inc Full time

    Job DescriptionJob DescriptionPosition SummaryTo support the construction and ongoing management of client portfolios and financial plans within an existing practice of approximately one billion of assets under management. Focal points will include security analysis, trading, client communications, and servicing of existing relationships.Role DescriptionThe...

Portfolio Operations

4 months ago


Boston, United States Syntagma Group Full time

A leading asset management firm looks to add to their portfolio team. This is an incredible opportunity for either a recent/up coming college grad or someone with 1-2 years of experience that want to get their foot in the door with one of the world's top funds


The firm uses this team as the feeding ground for all their positions. From this role you can carve out your own career path. Whether you want become a portfolio manager or be more within operations, this is that opportunity that allows you to become who you want to become


Qualifications & Education Requirements

· Bachelor’s degree or equivalent

· Strong interest in investment management, securities operations and portfolio accounting

· Knowledge of fixed income and equity securities a plus

· Proficiency Microsoft Excel

· Strong problem solving, analytical, and organizational skills

· Excellent communication skills, including ability to manage high volume of email

· Ability to work independently and as part of a team in a remote/hybrid environment