Senior Portfolio Analyst

2 weeks ago

Boston, United States Threadneedle group Full time

As a Portfolio Analyst on the Tax Exempt Fixed Income team, you will contribute to the management of a wide range of fixed income investment vehicles, including retail mutual funds, ETFs, and separately managed accounts. Responsibilities include performing data analysis on performance, risk, market dynamics & opportunities, and providing a bridge between research and portfolio construction.

Key Responsibilities What We’re Looking For: This role requires somebody who wants to go above and beyond and thrives in a dynamic environment. You will work closely with several portfolio managers, traders, and research analysts on short-term and long-term projects to ensure superior performance for our clients. To be most successful, you will need to blend curiosity, flexibility, and precision. What You’ll Do: Manage fundamental aspects of portfolio monitoring, such as drivers of performance, reporting, and risk monitoring. Work with a broad set of partners to ensure portfolios operate smoothly and within guidelines. Contribute to building portfolios by working with data, creating operational processes, and evaluating investment ideas. Work with the municipal research data analytics team to build and refine tools that help drive portfolio performance through security selection. Develop monitors, reports, and presentations for portfolio management, research, internal partners, and clients. Become knowledgeable & proficient in several data and investment systems, such as Bloomberg and BlackRock Solutions. What You’ll Like About This Role: Opportunity to gain in-depth exposure to fixed income investing. Opportunities to collaborate with fundamental research analysts and portfolio managers across the organization to exchange ideas, communicate insights, and broaden your expertise. Making an impactful contribution to the success of the team and helping clients to achieve their investment goals Structured mentoring and career progression Work-life balance Competitive base salary plus an attractive yearly performance driven bonus Access to robust healthcare coverage Retirement saving plan with a company match An organization with steadfast commitment to diversity and inclusion A working climate that values and supports different perspectives and culture Required Qualifications: Bachelor’s degree or equivalent work experience Strong interpersonal skills with the ability to interface with multiple teams and individuals at various levels. Ability to combine superior problem-solving and analytical skills with effective communication of data-supported ideas. Demonstrated interest in financial markets and concepts. Technological aptitude with Microsoft Office, programming languages, and an ability to quickly learn specialized investment systems. Proven intellectual curiosity Attention to detail, accuracy, and timeliness, and a cooperative can-do attitude About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

Exempt/Non-Exempt Exempt

Job Family Group Investment Management

Line of Business AMINV US Asset Management #J-18808-Ljbffr

  • Senior Portfolio Operations Analyst

    23 hours ago

    Boston, United States FanningMasis Full time

    Senior Portfolio Operations Analyst opening; located at an investment firm 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...

  • Senior Associate, IWM Portfolio Analyst

    2 weeks ago

    Boston, United States BNY Mellon Full time

    Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top...

  • Senior Portfolio Analyst

    3 weeks ago

    Boston, United States Ameriprise Financial Full time

    As a Portfolio Analyst on the Tax Exempt Fixed Income team, you will contribute to the management of a wide range of fixed income investment vehicles, including retail mutual funds, ETFs, and separately managed accounts. Responsibilities include performing data analysis on performance, risk, market dynamics & opportunities, and providing a bridge between...

  • Portfolio Operations Analyst

    1 week ago

    Boston, United States FanningMasis Full time

    Portfolio Operations Analyst opening; RIA with offices in Greater Boston and the South ShoreI’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...

  • Portfolio Operations Analyst

    1 week ago

    Boston, United States FanningMasis Full time

    Portfolio Operations Analyst opening; RIA with offices in Greater Boston and the South ShoreI’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...

  • Portfolio Analyst

    4 weeks ago

    Boston, Massachusetts, United States Geode Capital Management Full time

    Geode Capital Management, LLC is seeking an experienced Portfolio Analyst to join our Quantitative Research & Portfolio Analytics team. The Portfolio Analyst is responsible for conducting a wide variety of equity portfolio analysis including performance, attribution, time series and return decomposition/factors related tasks. The role reports directly to the...

  • Portfolio Analyst

    4 weeks ago

    Boston, United States Geode Capital Management Full time

    Geode Capital Management, LLC is seeking an experienced Portfolio Analyst to join our Quantitative Research & Portfolio Analytics team. The Portfolio Analyst is responsible for conducting a wide variety of equity portfolio analysis including performance, attribution, time series and return decomposition/factors related tasks. The role reports directly to...

  • Senior Portfolio Data Analyst

    2 weeks ago

    Boston, United States Harbourvest Full time

    Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...

  • Senior Analyst

    4 weeks ago

    Boston, United States Pinnacle Group Full time

    Client: Established in 2004, our client is an alternative asset management firm focused on small and lower middle market buyout and growth investing throughout North America. Our client partners with specialized managers and independent sponsors to construct portfolios they believe can significantly outperform broader markets. The firm manages $10b, and...

  • Senior Quantitative Portfolio Analyst, Quantitative Model Management

    4 weeks ago

    Boston, United States Fidelity Investments Full time

    Job Description : Senior Quantitative Portfolio Analyst Quantitative Model Management Team, Strategic Advisers, LLC At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the financial lives they want— from the 23 million people investing their life savings, to the 20,000...

  • Senior Quantitative Portfolio Analyst, Quantitative Model Management

    4 weeks ago

    Boston, United States Fidelity Investments Full time

    Job Description: Senior Quantitative Portfolio Analyst Quantitative Model Management Team, Strategic Advisers, LLC At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the financial lives they want- from the 23 million people investing their life savings, to the 20,000 businesses managing their...

  • Portfolio Analyst

    4 weeks ago

    Boston, Massachusetts, United States BNP Paribas Full time

    Portfolio Analyst, Equities BNP Paribas Asset Management ('BNPP AM) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. At BNPP AM, we aim to generate long-term sustainable investment returns for our clients, based on a unique sustainability-driven philosophy. This philosophy has shaped our firm and directs all...

  • Portfolio Analyst, Equities

    2 weeks ago

    Boston, United States BNP Paribas Full time

    PORTFOLIO ANALYST, EQUITIES (JOB NUMBER: BNP025021) **Portfolio Analyst, Equities** **BNP Paribas Asset Management (‘BNPP AM) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. At BNPP AM, we aim to generate long-term sustainable investment returns for our clients, based on a unique sustainability-driven...

  • Portfolio Analyst

    3 weeks ago

    Boston, United States Natixis Investment Managers Full time

    **Overview**: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments, and assets...

  • Portfolio Analyst

    4 weeks ago

    Boston, Massachusetts, United States Digital Realty - Multi-Lingual 2023 Full time

    Position Title: Portfolio AnalystLocation: Boston, MA (Hybrid) Your roleThis high-visibility role is your opportunity to advance your career in a position offering tremendous professional development and exposure to multiple departments and key stakeholders. As a Portfolio Analyst, you will oversee a variety of financial functions, including forecasting,...

  • Portfolio Analyst

    2 weeks ago

    Boston, United States Natixis Global Asset Management Full time

    Overview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments, and assets...

  • Senior Quantitative Portfolio Analyst, Quantitative Model Management

    4 weeks ago

    Boston, United States Fidelity Talentsource Llc Full time

    Job Description: Senior Quantitative Portfolio Analyst Quantitative Model Management Team, Strategic Advisers, LLC At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the financial lives they want\u2014 from the 23 million people investing their life savings, to the 20,000 businesses...

  • Senior Quantitative Portfolio Analyst, Quantitative Model Management

    3 weeks ago

    Boston, United States Fidelity Investments Full time

    Job Description: Senior Quantitative Portfolio Analyst Quantitative Model Management Team, Strategic Advisers, LLC At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the financial lives they want- from the 23 million people investing their life savings, to the 20,000 businesses managing their...

  • Senior Quantitative Portfolio Analyst, Quantitative Model Management

    4 weeks ago

    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:Senior Quantitative Portfolio AnalystQuantitative Model Management Team, Strategic Advisers, LLC At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the financial lives they want\u2014 from the 23 million people investing their life savings, to the 20,000 businesses managing...

  • Portfolio Analyst

    2 weeks ago

    Boston, United States Natixis Global Asset Management Full time

    DescriptionOverview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments, and...