Portfolio Operations Specialist

4 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 such as client onboarding, portfolio maintenance, and client reporting.
  • Executing and monitoring portfolio transactions, preparing materials for client/portfolio reviews, and ad hoc project work with the Portfolio Data Analytics team.

Compensation includes a base salary in the $70K-$72K range, depending on experience, plus bonus and benefits.

This is a fantastic opportunity for an individual who is passionate about the financial services industry and is looking to take their career to the next level.



  • Boston, Massachusetts, United States State Street Corporation Full time

    Job SummaryWe 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...


  • 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...


  • 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...


  • 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...

  • Portfolio Analyst

    4 weeks ago


    Boston, Massachusetts, United States Banc of California Full time

    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...


  • Boston, Massachusetts, United States Wellington Management Full time

    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...


  • 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,...


  • 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...


  • Boston, Massachusetts, United States Wellington Management Full time

    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...


  • 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...


  • Boston, Massachusetts, United States Servier Full time

    About ServierServier is a globally recognized leader in oncology, dedicated to delivering innovative solutions to patients worldwide. Our commitment to excellence and diversity has earned us a unique position in the pharmaceutical industry.Role SummaryThe Associate Director, US Portfolio Performance & Strategy, will report directly to the Sr. Director of...


  • Boston, Massachusetts, United States Sompo International Holdings Ltd Full time

    Job Description:We are seeking a highly skilled and experienced Construction Claims Manager to join our North America Casualty Claims team at Sompo International Holdings Ltd. As a key member of our team, you will be responsible for executing claim handling responsibilities for a complex Construction casualty portfolio, inclusive of technical knowledge,...


  • Boston, Massachusetts, United States Wellington Management Full time

    About UsWellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our investment capabilities span nearly all segments of the global capital markets, and we draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and...


  • Boston, Massachusetts, United States Wellington Management Full time

    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...


  • Boston, Massachusetts, United States Wellington Management Full time

    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...


  • Boston, Massachusetts, United States Groundwork Operations, LLC Full time

    Job SummaryGroundwork Operations, LLC is seeking a skilled Event Production Specialist to join our gig-based crew. As a key member of our team, you will be responsible for setting up and breaking down event spaces, including truss, pipe, and drape, signage, and hardware structures. Your attention to detail and ability to work efficiently in a fast-paced...


  • Boston, Massachusetts, United States Senné Full time

    Senné is a leading real estate advisory and investment firm operating in coastal New England and beyond. Our team has grown to over 150 professionals, and we're committed to creating customized real estate solutions for our clients.We're in the business of relationships, and that's been the key to our growth. Our primary service business lines are...


  • Boston, Massachusetts, United States Fidelity Investments Full time

    Job Summary: We are seeking a highly skilled Portfolio Manager to join our Systematic Fixed Income team at Fidelity Investments. The successful candidate will be responsible for implementing active credit systematic strategies with a focus on high-quality execution and transparency.Key Responsibilities:Manage and re-balance portfolio investments and cash...


  • Boston, Massachusetts, United States MaestroFS Full time

    Trove is a leading independent multi-family office in North America, dedicated to delivering bespoke financial solutions to high-net-worth individuals and families.We are seeking a skilled Financial Operations Specialist to join our team in [insert location(s)].This individual will be responsible for the daily accounting and operations for a portfolio of...


  • Boston, Massachusetts, United States Commonwealth Care Alliance Full time

    About the RoleWe are seeking a highly skilled and experienced Lead Product Owner to join our digital health transformation team at Commonwealth Care Alliance. As a key member of our team, you will be responsible for developing and managing the roadmap, maintenance, and enhancements of our primary digital health product(s) within our transformation...