Senior Portfolio Operations Specialist

4 weeks ago

Boston, Massachusetts, United States State Street Corporation Full time
Job Summary

We are seeking a highly skilled Senior Portfolio Operations Specialist to assist the Portfolio Administration Manager with the operational duties for an investment strategy. The ideal candidate will have a strong background in investment management and/or fund accounting, with excellent written and verbal communication skills.

Key Responsibilities
  • Act as the first point of escalation for internal groups, including other operational groups, Portfolio Management, Relationship Management, Performance Measurement Group, Compliance, and Custodian, for portfolios within an investment strategy group.
  • Responsible for the reconciliation and outstanding exceptions associated with the employee's allocated workload, assisting the manager with the oversight of exception resolution for the team.
  • Coordinate timely responses to internal and external inquiries across multiple operational groups, analyzing the root cause of inquiries for process improvement suggestions.
  • Monitor daily operational activities and implement controls and procedures for all portfolios within an investment strategy group.
  • Train and motivate Portfolio Analysts to meet or exceed their goals and objectives.
  • Provide daily process coverage in the absence of Portfolio Analysts.
Requirements
  • BA/BS in business-related fields.
  • 3 or more years of Investment Management and/or Fund Accounting experience.
  • Strong written and verbal communication skills.
  • Proficient with Microsoft Office and accounting platforms.
  • Ability to work in a fast-paced environment while managing multiple tasks.
  • Ability to work independently while also thriving in a team environment.
About State Street
State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

What We Offer
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

State Street is an Equal Opportunity Employer
We truly believe our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs, and access to employee networks that help you stay connected to what matters to you.

Salary Range
$52,000 - $75,400 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

  • Portfolio Operations Specialist

    3 weeks ago

    Boston, Massachusetts, United States Fanning Personnel Full time

    We are seeking a highly skilled Portfolio Operations Associate to join our team at Fanning, a division of Masis Staffing Solutions, LLC.The ideal candidate will have 1-3 years of experience in Investment Operations or Client Service disciplines at a financial services firm.Responsibilities will include:Providing support to Wealth Advisors by performing tasks...

  • Senior Portfolio Administrator

    4 weeks ago

    Boston, Massachusetts, United States State Street Corporation Full time

    About the Role:We are seeking a highly skilled Senior Portfolio Administrator to join our team at State Street Corporation. As a key member of our investment strategy group, you will be responsible for assisting the Portfolio Administration Manager with operational duties and providing exceptional support to internal groups.Key Responsibilities:Act as the...

  • Senior Director Portfolio Management, Strategy and Operations

    3 weeks ago

    Boston, Massachusetts, United States Dechra Full time

    About the Role:This is a US remote role, with a preference for candidates based in the Boston area.Invetx, a division of Dechra, is a veterinary biotechnology company focused on developing protein-based therapeutics for chronic conditions in companion animals, with an emphasis on monoclonal antibodies (mAbs).Our proprietary innovation platform integrates...

  • Senior IT Portfolio Manager

    4 weeks ago

    Boston, Massachusetts, United States Humana Full time

    Job SummaryHumana is seeking a highly skilled Senior IT Portfolio Manager to join our team. As a key member of our IT leadership team, you will be responsible for aligning the IT portfolio and demand with business objectives. This role requires a strong understanding of IT financial management, budget planning, and budget development.Key...

  • Senior Portfolio Strategist

    4 weeks ago

    Boston, Massachusetts, United States State Street Corporation Full time

    Job SummaryThe Senior Portfolio Strategist role is responsible for defining and executing client commercial strategies within a portfolio of assigned clients. This involves ensuring alignment with the broader cluster strategy and allocating resources to achieve commercial goals set by the Chief Commercial Officer and Regional Head.Key ResponsibilitiesDevelop...

  • Senior IT Portfolio Management Professional

    4 weeks ago

    Boston, Massachusetts, United States Humana Full time

    About the RoleThe Senior IT Portfolio Management Professional plays a critical role in aligning the IT portfolio with business objectives. This position collaborates with the business portfolio team to ensure that IT projects and programs are strategically aligned and effectively managed.Key Responsibilities:Collaborate with the business portfolio team to...

  • Head of Digital Transformation and Portfolio Operations

    1 month ago

    Boston, Massachusetts, United States Takeda Pharmaceuticals Full time

    About the Role:The Head of Transformation and Portfolio is a critical leadership position in the Data, Digital and Technology, Oncology team. This role is responsible for building, acquiring and overseeing a portfolio of digital capabilities that contribute to Takeda Oncology's performance, competitiveness and operational excellence.Key...

  • Senior Portfolio Manager

    4 weeks ago

    Boston, Massachusetts, United States Bank of America Full time

    Job Title: Senior Portfolio Manager - Asset-Based FinanceJob Summary:We are seeking a highly experienced Senior Portfolio Manager to join our Asset-Based Finance team. The successful candidate will be responsible for managing a portfolio of asset-based finance transactions, including loan structuring, underwriting, and portfolio management.Key...

  • Senior Investment Operations Specialist

    4 weeks ago

    Boston, Massachusetts, United States ProPivotal Staffing Full time

    Senior Investment Operations SpecialistProPivotal Staffing is seeking a skilled Senior Investment Operations Specialist to support the Private Investment Team in Boston. The ideal candidate will have a minimum of 3 years of professional experience in the Investment Industry/Asset Management sector, with a focus on private investment operations and private...

  • Head of Research Portfolio Strategy

    1 month ago

    Boston, Massachusetts, United States Takeda Full time

    Join Takeda's Research Team as a Strategic LeaderAbout the RoleTakeda is seeking a highly skilled and experienced Research Portfolio Manager to join our Research Strategy and Operations team. As a key member of our leadership team, you will be responsible for developing and implementing a comprehensive portfolio management strategy for our Research pipeline,...

  • Client Portfolio Strategist

    4 weeks ago

    Boston, Massachusetts, United States State Street Corporation Full time

    Job SummaryThe Client Portfolio Manager role at State Street Corporation is a senior-level position that requires a strategic thinker with exceptional leadership skills. As a key member of our team, you will be responsible for defining and executing client commercial strategies within a portfolio of assigned clients, ensuring alignment with the broader...

  • Senior Portfolio Accounting Manager

    4 weeks ago

    Boston, Massachusetts, United States Berkshire Residential Investments Full time

    Job SummaryThe AVP, Assistant Portfolio Controller will play a critical role in ensuring the accuracy and timeliness of financial reporting for assigned portfolios. This position will oversee property accounting and fund financial information, providing internal and external stakeholders with reliable and actionable data.Key ResponsibilitiesOversee assigned...

  • Senior Automated Testing Specialist

    1 month ago

    Boston, Massachusetts, United States Saxon Global Full time

    Job Title: Senior Automated Testing SpecialistJob Summary: We are seeking a skilled Senior Automated Testing Specialist to join our team at Saxon Global. The ideal candidate will have experience in automated QA testing, specifically in the Front office space of Asset management firms.Key Responsibilities:* Develop and execute automated test cases for Trade...

  • Senior Portfolio Strategist

    4 weeks ago

    Boston, Massachusetts, United States Eastern Bank Full time

    Portfolio Management ResponsibilitiesAs a key member of the Eastern Bank team, the Commercial Portfolio Manager II will be responsible for managing a portfolio of commercial relationships, including financial reporting, covenant tracking, and obtaining annual financial information from clients. This role requires strong analytical skills to analyze...

  • Head of Portfolio Oversight

    4 weeks ago

    Boston, Massachusetts, United States CIBC Full time

    Job SummaryCIBC is seeking a seasoned professional to lead our Portfolio Oversight team. As the Head of Portfolio Oversight, you will be responsible for designing, implementing, and overseeing the trade order management function of our centrally managed equity and fixed income strategies. With a focus on regulatory compliance and risk management, you will...

  • Multifamily Portfolio Senior Property Manager

    3 weeks ago

    Boston, Massachusetts, United States Charlesgate Full time

    The Portfolio Senior Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio to ensure an excellent experience for clients and residents.Portfolio members primarily include the Resident Services Manager, Property Coordinator, and cross-functional management of the accounting and maintenance...

  • Senior Quantitative Portfolio Analyst, Quantitative Model Management

    4 weeks ago

    Boston, Massachusetts, United States Fidelity TalentSource LLC Full time

    Job Summary:We are seeking a highly skilled Senior Quantitative Portfolio Analyst to join our Quantitative Model Management team within 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...

  • Portfolio Management Director

    4 weeks ago

    Boston, Massachusetts, United States Fidelity Investments Full time

    Job SummaryThe Director, Portfolio Management will play a critical role in supporting the Fidelity Wealth Business unit home office investment portfolio. This position requires a strategic thinker with analytical, problem-solving, and interpersonal skills to coordinate across the Fidelity Wealth Business Unit domains and portfolio of work.Key...

  • Investment Portfolio Manager

    4 weeks ago

    Boston, Massachusetts, United States Mount Holyoke College Full time

    Job SummaryThe Mount Holyoke College Investments Office is seeking a highly skilled Investment Analyst to join our team. As a key member of our investment team, you will assist in the day-to-day management of the College's endowment, which stands at roughly $1 billion today.Key ResponsibilitiesAssist senior team members in screening, selecting, and...

  • Strategic Portfolio Leader

    1 month ago

    Boston, Massachusetts, United States MassMutual Full time

    The OpportunityMassMutual is seeking an experienced program manager to support the stand-up of the new Corporate Function Program Management Office (CFPMO) and serve as the project portfolio leader across MassMutual's Corporate Functions.The TeamThe CFPMO was established to oversee the execution of initiatives across Corporate Finance, Enterprise Risk,...