Portfolio Management Specialist
2 days ago
**Key Responsibilities:**
* Conduct regular review and monitoring of client portfolios
* Participate in monthly reviews of client accounts
* Contribute to the portfolio management process
* Ensure compliance with investment objectives
**Requirements:**
* Strong understanding of portfolio management principles
* Ability to analyze complex financial data
* Detail-oriented and analytical mindset
**What We Offer:**
* Competitive salary and benefits package
* Opportunity to work with a leading financial institution
* Collaborative and dynamic work environment
**How to Apply:**
If you are a motivated and results-driven professional looking to take your career to the next level, please submit your application, including your resume and a cover letter, to [insert contact information].
-
Portfolio Management Specialist
2 weeks ago
Boston, Massachusetts, United States Harrison Gray Search & Consulting Full timeJob OpportunityHarrison Gray Search & Consulting is seeking a highly skilled Portfolio Management Specialist to join our team in Boston. As a key member of our financial services team, you will play a crucial role in supporting the construction and ongoing management of client portfolios and financial plans.Key Responsibilities:Client Portfolio Management:...
-
Global Macro Portfolio Manager
3 weeks ago
Boston, Massachusetts, United States Wellington Management Full timeAbout the OpportunityOverviewWellington Management, a leading investment management firm, is seeking an experienced Developed Markets Directional Rates Portfolio Manager to join its Global Macro team. The successful candidate will be responsible for managing a significant alpha sleeve consistent with their stated philosophy and process, and within their area...
-
Director of Portfolio Management
2 weeks ago
Boston, Massachusetts, United States MassMutual Full timeAbout 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...
-
Director of Portfolio Management
2 weeks ago
Boston, Massachusetts, United States MassMutual Full timeAbout the RoleWe are seeking a highly experienced and skilled Director 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 to monitor and manage large book of Bank Loan...
-
Portfolio Management Director
3 weeks ago
Boston, Massachusetts, United States Takeda Full timeAbout 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...
-
Portfolio Management Director
3 weeks ago
Boston, Massachusetts, United States Takeda Full timeAbout 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...
-
Head of Portfolio Management
3 weeks ago
Boston, Massachusetts, United States MassMutual Full timeAbout the OpportunityMassMutual's Corporate Function Program Management Office (CFPMO) is seeking an experienced program manager to support the stand-up of the new organization 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,...
-
Portfolio Management Leader
6 days ago
Boston, Massachusetts, United States MassMutual Full timeThe OpportunityWe are 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, Investment...
-
Portfolio Manager
2 weeks ago
Boston, Massachusetts, United States CHARLESGATE Full timeJob DescriptionThe Portfolio Manager - HOA Properties 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 Property Coordinator, and cross-functional management of the accounting, maintenance, and site...
-
Assistant Portfolio Manager
3 weeks ago
Boston, Massachusetts, United States State Street Full timeWe are seeking a dedicated individual to become a part of the Fixed Income Beta Solutions Investment Team at State Street Global Advisors (SSGA). This is an opportunity to join a dynamic and collaborative group of investment experts who oversee SSGA's index fixed income portfolios, providing innovative solutions to our diverse clientele.The Global Fixed...
-
Assistant Portfolio Manager
4 weeks ago
Boston, Massachusetts, United States State Street Full timeWe are seeking a dedicated individual to become a vital part of our Fixed Income Beta Solutions Investment Team at State Street Global Advisors (SSGA). Join a dynamic and collaborative group of investment experts managing SSGA's index fixed income portfolios, providing innovative solutions for our clients.The Global Fixed Income team comprises over 100...
-
Senior Fund Treasury
3 weeks ago
Boston, Massachusetts, United States Wellington Management Full timeAbout the RoleWellington Management, a leading investment management firm, is seeking a highly skilled Senior Fund Treasury & Custody Specialist to join our team. As a key member of our InvesTech Fund Treasury & Custody Team, you will play a critical role in advising portfolio management on optimizing financing costs, working with counterparties to maximize...
-
Portfolio Management and Trading Expert
3 weeks ago
Boston, Massachusetts, United States Zealogics Full timeJob OverviewWe are seeking a highly skilled professional to join our team at Zealogics as a CRD Production Support Analyst. This role requires a strong background in supporting portfolio management and trading functions on Charles River Development (CRD).Key ResponsibilitiesExperience with different Fix integration venues and support for Fix messaging...
-
Investment Specialist
5 days ago
Boston, Massachusetts, United States Wellington Management Full timeAbout UsWellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our team of experts provides tailored investment strategies and solutions to meet the unique needs of our clients.The RoleWe are seeking an experienced Investment Specialist to join our Fundamental Factor...
-
Portfolio Oversight and Risk Management Lead
3 weeks ago
Boston, Massachusetts, United States CIBC Full timeJob SummaryCIBC is seeking a highly experienced and skilled professional to fill the role of Head of Portfolio Oversight. This is a senior leadership position that requires a deep understanding of investment management, risk assessment, and compliance in the banking sector.Key ResponsibilitiesLead a team of investment professionals and specialists to...
-
Portfolio Retention Specialist
6 days ago
Boston, Massachusetts, United States Arbor Realty Trust Full timeJob SummaryWe are seeking a highly skilled Portfolio Retention Analyst to join our team at Arbor Realty Trust. As a key member of our underwriting team, you will be responsible for analyzing and recommending loan refinancing opportunities for our ACM and ART portfolios.Key ResponsibilitiesConduct thorough financial analysis and credit reviews to identify...
-
Senior Fixed Income Portfolio Manager
5 days ago
Boston, Massachusetts, United States State Street Full timeAbout the RoleWe are seeking a highly skilled and experienced Fixed Income Portfolio Manager to join our team at State Street Global Advisors. As a key member of our Fixed Income Beta Solutions Investment Team, you will be responsible for managing a diversified U.S. broadly syndicated loan portfolio, collaborating with internal and external stakeholders to...
-
Custom Model Portfolio Institutional Manager
3 weeks ago
Boston, Massachusetts, United States Fidelity Investments Full timePosition Overview:Fidelity Institutional (FI) provides access to Fidelity's exclusive investment management offerings, institutional trading and financing services, a platform for asset managers to distribute their investment management solutions to Fidelity clients, and investment-driven market research and insights. Fidelity Institutional is dedicated to...
-
Custom Model Portfolio Institutional Manager
3 weeks ago
Boston, Massachusetts, United States Fidelity Investments Full timePosition Overview:Fidelity Institutional (FI) provides access to proprietary investment management solutions, institutional trading and financing options, and a platform for asset managers to distribute their investment management solutions to Fidelity customers. Our focus is on empowering wealth management firms and institutions to grow by delivering...
-
Custom Model Portfolio Institutional Manager
4 weeks ago
Boston, Massachusetts, United States Fidelity Investments Full timePosition Overview:Fidelity Institutional (FI) provides access to Fidelity's exclusive investment management offerings, institutional trading and financing solutions, a platform for asset managers to distribute their investment management offerings to Fidelity clients, and investment-driven market research and insights. Fidelity Institutional is dedicated to...