Portfolio Operations Associate

As a Financial Services Associate - Portfolio Management with Fanning Personnel, you will play a vital role in supporting our Wealth Advisors in their daily operations. Your responsibilities will include executing and monitoring portfolio transactions, preparing materials for client reviews, and providing ad-hoc project support to the Portfolio Data...

What You'll Do:As a Private Equity Specialist at HighVista Strategies, you will be responsible for screening new investment opportunities, conducting due diligence, researching specific investment themes, and preparing investment recommendations. You will also be involved in portfolio data analysis, financial modeling, monitoring existing investments, and...

Insight Investment is seeking an Investment Portfolio Operations Specialist to join its team in Boston. This role is responsible for providing investment application support across all areas of the Insight business.The successful candidate will have a proven track record supporting Portfolio Management / OMS / Bespoke investment applications, as well as...

Investment ProcessBain Capital Credit's investment process involves thorough business and financial analysis, enabling us to identify the best opportunities. Our team combines consulting-based approaches with in-depth examinations of target companies' financial performance and capital structures. This process ensures we make informed decisions about...

Company OverviewBain Capital Credit is a leading global credit specialist with a strong presence in the market. Our investment process is characterized by detailed business and financial analysis, ensuring we select the best industries, companies, and relative value among securities. We combine a consulting-based approach to industry, competitor, and...

The Atlantic Group is a leading player in global investment services, partnering with top-tier organizations to deliver exceptional results. In this exciting role as a Senior Investment Operations Associate, you will be part of a dynamic team in Boston.Your primary responsibility will be overseeing the operational aspects of our alternatives sub-advisory...

Job Title: Portfolio ManagerEstimated Salary: $120,000 - $180,000 per annum.About Fanning Personnel:We are a leading financial services company seeking an experienced Portfolio Manager to join our team. In this role, you will work closely with our Investment Directors and business professionals to contribute to the development of new investment strategies...

Role SummaryThe Development Asset Management Analyst plays a critical role in supporting the WinnCompanies' development team by providing analytical support and guidance on various aspects of the company's real estate development portfolio. The analyst will be responsible for maintaining and managing the company's property database, tracking and managing tax...

Job SummaryWe are seeking an Equity Investment Associate to join our team at MFS Investment Management. This role will focus on supporting the development of investment strategies and portfolio performance analysis.About MFSMFS is a global investment management company that prioritizes creating better outcomes for our clients, employees, and communities. Our...

About HarbourVestAt HarbourVest, we're a global team of professionals with an entrepreneurial spirit and a passion for delivering impactful solutions to our clients and investing partners. With over forty years of experience, we've built a culture that values diversity, innovation, and collaboration.We're dedicated to fostering an environment of inclusion...

Job OverviewAs a seasoned professional, you will oversee the operations of a 150+ unit Project Based Section 8/affordable housing property. This role presents an opportunity to utilize your expertise in managing multifamily housing and contributing to the growth of our portfolio.About UsWe are a well-established owner/manager of a diverse portfolio of...

About the RoleWe are seeking a highly skilled Portfolio Management Lead to join our team in Boston. In this role, you will serve as the point person for high-net-worth clients, providing exceptional client service and portfolio management expertise. You will be responsible for managing complex accounts, identifying strategic investment objectives, and...

At JTC Group, we are seeking a skilled Senior Administrator to join our team. This is an exciting opportunity for an experienced professional to administer a client portfolio under the supervision of a Line Manager.Main ResponsibilitiesWe are responsible for the day-to-day investor servicing, onboarding, accounting, and reporting for private equity and real...

Company Overview:Masis Professional Group is a leading family office and investment advisory firm based in Boston, USA.We provide bespoke financial, investment, and planning solutions to a select group of individuals, family offices, and institutions, managing over $7.5 billion in assets.The firm specializes in addressing sophisticated and complex client...

Fanning Personnel seeks a talented Fixed Income Associate to join our team. This individual will be responsible for reviewing and maintaining fixed income portfolios, communicating with portfolio managers and clients, monitoring holdings, executing trades, and setting up software systems.Key Responsibilities:Review all fixed income portfolios on an ongoing...

Job OverviewTakeda Pharmaceuticals is a patient-focused, innovation-driven company that inspires and empowers its employees to shine. As a Strategic Portfolio Finance Director in our Cambridge, MA office, you will be instrumental in optimizing portfolio delivery in terms of speed, quality, and cost.About the RoleThis pivotal role within Takeda's R&D and...

Company OverviewLiberty Mutual Investments (LMI) is a global financial institution that manages Liberty Mutual Insurance Group's assets across various domains. With approximately $100 billion in Assets Under Management and a team of over 300 professionals located in Boston, MA, and New York, NY, LMI offers a unique blend of a boutique investment firm and the...

At Initial Therapeutics, Inc., we are seeking a seasoned leader to join our team as the Director of Portfolio Finance, Process. This pivotal role will be instrumental in driving transformation within our organization by optimizing portfolio delivery in terms of speed, quality, and cost.About UsWe are a patient-focused, innovation-driven company committed to...

Job Overview">Takeda Pharmaceutical is a patient-focused, innovation-driven company that inspires and empowers individuals to achieve their full potential. As a Director of Portfolio Finance, Process, and Systems in our Cambridge, MA office, you will be instrumental in optimizing portfolio delivery in terms of speed, quality, and...

About UsWellington Management Company, LLP is a leading investment management firm that offers comprehensive capabilities spanning nearly all segments of the global capital markets. Our tailored investment solutions cater to the unique return and risk objectives of institutional clients across more than 60 countries. We leverage a robust body of proprietary...