Portfolio Analyst

Job Title: Portfolio AnalystJoin Natixis Global Asset Management as a Portfolio Analyst and contribute to the success of our investment management team. As a key member of our team, you will be responsible for analyzing and evaluating investment management strategies, developing knowledge of all investment vehicles and asset classes, and assisting portfolio...

At Banc of California, we are seeking a skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will be responsible for monitoring the performance of borrowers in the Venture Bank, interacting with clients, identifying deviations from expected performance, and raising credit concerns to the Portfolio Management team.Key Responsibilities:Enter...

Creative Financial Staffing has partnered with a well established firm in the Real Estate industry in the search for a Portfolio Valuation Analyst in Boston. With a portfolio in excess of $12 billion, they carry decades of experience in real estate investment, finance, development, construction management and asset management. Highlights about this...

About the RoleWe are seeking a highly skilled Senior Portfolio Analyst to join our Financial Institutions Team. As a key member of our team, you will be responsible for supporting our most senior analysts in the administration of their fixed income portfolios.Key ResponsibilitiesInvestment AdministrationIdentify and analyze company-specific and industry-wide...

The Portfolio Retention Analyst will complete full analysis with recommendation for maturing loans requiring refinance from both the ACM and ART portfolio. In addition, the analyst will be required to provide screening recommendation for assumptions and supplemental loans within the ACM portfolio. Further, the analyst will be required to process and assist...

Job Title: Senior Analyst, Portfolio StrategyForward Financing is a Boston-based financial technology company that provides fast, flexible working capital to US small businesses. As a Senior Analyst, Portfolio Strategy, you will play a key role in driving the growth of our business by designing and implementing high-impact pricing and risk strategies.Key...

Job SummaryThe Portfolio Analyst role at Banc of California is a key position responsible for monitoring the performance of borrowers in the Venture Bank. This involves interacting with clients, identifying deviations from expected performance, and raising credit concerns to the Portfolio Management team.ResponsibilitiesEnter borrower data into systems and...

Job DescriptionThe Portfolio Security Analyst will play a key role in maintaining and organizing security-related information for our portfolio companies. This contract role reporting to PSG's Chief Information Security Officer involves keeping company data up to date, managing communication with various teams, and supporting the implementation of...

About the RoleWellington Management is a leading investment management firm seeking a skilled Portfolio Analyst to join our Equity Portfolio Implementation team in Boston. As a member of our global team, you will support the portfolio management activities of our equity investors, working closely with investment teams and traders to ensure timely and...

Are you a detail-oriented professional with a passion for real estate valuation? Join our client's dynamic real estate firm as a Portfolio Valuation Analyst and play a crucial role in assessing and managing property values across our client's extensive portfolio. About Our Client: They are a leading real estate firm specializing in a diverse portfolio of...

About UsWellington Management is a leading global investment management firm with a long history of delivering innovative investment solutions to institutional clients worldwide.Our comprehensive investment capabilities span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.We take a...

Job SummaryWe are seeking a highly skilled Senior Quantitative Portfolio Analyst to join our Quantitative Model Management team at Fidelity Investments. As a key member of our team, you will be responsible for the supervision and implementation of quantitative portfolio management for retirement management accounts and non-discretionary model...

About UsWellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide.Our investment strategies are designed to meet the unique return and risk objectives of our clients, and we draw on a robust body of proprietary research and a collaborative culture that encourages...

About the RoleWe are seeking a highly skilled Portfolio Analyst, Senior Associate to join our team at State Street Corporation.Key ResponsibilitiesAct as the first point of escalation for internal groups, including operational groups, portfolio management, relationship management, performance measurement group, compliance, and custodian, for portfolios...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

Job Description:The Department of Strategic Advisers at Fidelity Investments is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. With over $700 billion in assets under management, our team is dedicated to delivering exceptional investment solutions to our clients.We are seeking a highly skilled Portfolio...

About UsWellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide.We are committed to delivering exceptional investment performance and providing our clients with tailored investment strategies that meet their unique return and risk objectives.Our team of experienced...

The Atlantic Group has partnered with a reputable real estate company in Boston, MA that is looking for a talented Portfolio Analyst to join their team!The primary responsibility of this role is to maintain and update financial models for the firm’s portfolio of assets.Key Responsibilities:Maintain and update accurate projection models for real estate...

The Atlantic Group has partnered with a reputable real estate company in Boston, MA that is looking for a talented Portfolio Analyst to join their team!The primary responsibility of this role is to maintain and update financial models for the firm’s portfolio of assets.Key Responsibilities:Maintain and update accurate projection models for real estate...

Job DescriptionJob Title: Portfolio StrategistJob Summary:We are seeking a highly skilled Portfolio Strategist to join our team at Natixis Global Asset Management. As a Portfolio Strategist, you will be responsible for building and maintaining effective relationships with clients, colleagues, and other stakeholders. You will work closely with our team of...