Current jobs related to Portfolio Valuation Analyst - Boston - Creative Financial Staffing

  • Portfolio Analyst

    3 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...

  • Portfolio Analyst

    4 weeks ago

    Boston, Massachusetts, United States Banc of California Full time

    Job SummaryThe Portfolio Analyst role at Banc of California is a key position responsible for monitoring the performance of borrowers in the Venture Bank. This involves interacting with clients, identifying deviations from expected performance, and raising credit concerns to the Portfolio Management team.ResponsibilitiesEnter borrower data into systems and...

  • - Private Investments Valuation Analyst, VP

    3 weeks ago

    Boston, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are providing an opportunity for a Private Investments Valuation Analyst, VP in the banking industry, located in Boston, Massachusetts. This role involves a blend of in-office and remote work. You will be primarily involved in refining valuation processes for private instruments, conducting independent valuations on a variety...

  • Cybersecurity Portfolio Analyst

    3 weeks ago

    Boston, Massachusetts, United States PSG Equity LLC Full time

    Job DescriptionThe Portfolio Security Analyst will play a key role in maintaining and organizing security-related information for our portfolio companies. This contract role reporting to PSG's Chief Information Security Officer involves keeping company data up to date, managing communication with various teams, and supporting the implementation of...

  • Equity Portfolio Analyst

    3 weeks ago

    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...

  • Commercial Portfolio Manager II

    2 weeks ago

    Boston, United States Eastern Bank Full time

    Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting, Covenant Tracking and obtaining annual financial information for files from clients Analyzing financials on existing relationships and preparing update memos Report regularly on status to Team Leader New Loan Requests and Loan...

  • Operations Analyst

    2 months ago

    boston, United States Fanning Personnel Full time

    Job Title: Operations AnalystLocation: Boston, MAWe are seeking a Operations Analyst to join our client’s dynamic investment operations team. This role will provide essential support for the operational and accounting aspects of a sophisticated portfolio, including both direct trading and alternative investment strategies. The successful candidate will...

  • Operations Analyst

    1 month ago

    Boston, United States Fanning Personnel Full time

    Job Title: Operations AnalystLocation: Boston, MAWe are seeking a Operations Analyst to join our client’s dynamic investment operations team. This role will provide essential support for the operational and accounting aspects of a sophisticated portfolio, including both direct trading and alternative investment strategies. The successful candidate will...

  • Operations Analyst

    2 months ago

    Boston, United States Fanning Personnel Full time

    Job Title: Operations AnalystLocation: Boston, MAWe are seeking a Operations Analyst to join our client’s dynamic investment operations team. This role will provide essential support for the operational and accounting aspects of a sophisticated portfolio, including both direct trading and alternative investment strategies. The successful candidate will...

  • Operations Analyst

    2 months ago

    boston, United States Fanning Personnel Full time

    Job Title: Operations AnalystLocation: Boston, MAWe are seeking a Operations Analyst to join our client’s dynamic investment operations team. This role will provide essential support for the operational and accounting aspects of a sophisticated portfolio, including both direct trading and alternative investment strategies. The successful candidate will...

  • Analyst, Portfolio Operations

    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...

  • Equity Portfolio Analyst

    3 weeks ago

    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...

  • Junior Operations Analyst

    1 month ago

    Boston, United States Fanning Personnel Full time

    Job Title: Junior Operations AnalystLocation: Boston, MAWe are seeking a Junior Operations Analyst to join our client’s dynamic investment operations team. This role will provide essential support for the operational and accounting aspects of a sophisticated portfolio, including both direct trading and alternative investment strategies. The successful...

  • Junior Operations Analyst

    2 months ago

    Boston, United States Fanning Personnel Full time

    Job Title: Junior Operations AnalystLocation: Boston, MAWe are seeking a Junior Operations Analyst to join our client’s dynamic investment operations team. This role will provide essential support for the operational and accounting aspects of a sophisticated portfolio, including both direct trading and alternative investment strategies. The successful...

  • Junior Operations Analyst

    4 weeks ago

    Boston, United States Fanning Personnel Full time

    Job Title: Junior Operations AnalystLocation: Boston, MAWe are seeking a Junior Operations Analyst to join our client’s dynamic investment operations team. This role will provide essential support for the operational and accounting aspects of a sophisticated portfolio, including both direct trading and alternative investment strategies. The successful...

  • Junior Operations Analyst

    2 months ago

    boston, United States Fanning Personnel Full time

    Job Title: Junior Operations AnalystLocation: Boston, MAWe are seeking a Junior Operations Analyst to join our client’s dynamic investment operations team. This role will provide essential support for the operational and accounting aspects of a sophisticated portfolio, including both direct trading and alternative investment strategies. The successful...

  • Junior Operations Analyst

    2 months ago

    boston, United States Fanning Personnel Full time

    Job Title: Junior Operations AnalystLocation: Boston, MAWe are seeking a Junior Operations Analyst to join our client’s dynamic investment operations team. This role will provide essential support for the operational and accounting aspects of a sophisticated portfolio, including both direct trading and alternative investment strategies. The successful...

  • Senior Hedge Fund Analyst

    7 days ago

    Boston, Massachusetts, United States Wellington Management Full time

    About the OpportunityWellington Management is seeking a highly skilled Hedge Fund Analyst to join our Global Technology Long/Short fund. As a key member of our investment team, you will be responsible for generating, researching, and implementing investment ideas for the unconstrained portfolio.Key ResponsibilitiesConduct fundamental research to identify...

  • Senior Quantitative Portfolio Analyst

    2 months ago

    Boston, Massachusetts, United States Fidelity Investments Full time

    Job SummaryWe are seeking a highly skilled Senior Quantitative Portfolio Analyst to join our Quantitative Model Management team at 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...

  • Fixed Income Portfolio Analyst

    3 weeks ago

    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...

Portfolio Valuation Analyst

2 months ago

Boston, United States Creative Financial Staffing Full time

Are you a detail-oriented professional with a passion for real estate valuation? Join our client's dynamic real estate firm as a Portfolio Valuation Analyst and play a crucial role in assessing and managing property values across our client's extensive portfolio.



About Our Client:

They are a leading real estate firm specializing in a diverse portfolio of residential, commercial, and industrial properties. Their firm is dedicated to innovation, excellence, and growth, and they are seeking a talented individual to enhance their valuation and analysis capabilities.



What You'll Do:

  • Conduct Valuations: Perform comprehensive valuations of properties within our portfolio using various methodologies including income, market, and cost approaches.
  • Analyze Market Trends: Evaluate market trends and economic conditions to assess the impact on property values and portfolio performance.
  • Prepare Reports: Generate detailed valuation reports and presentations for internal stakeholders, including senior management and investment teams.
  • Data Management: Maintain and update property data, financial records, and valuation models to ensure accuracy and relevance.
  • Support Decision-Making: Provide analytical support for investment decisions, acquisitions, and dispositions by delivering actionable insights and recommendations.
  • Collaborate: Work closely with asset managers, acquisition teams, and other stakeholders to support strategic initiatives and portfolio management.


What We're Looking For:

  • Experience: 2-4 years of experience in real estate valuation, financial analysis, or a related field. Experience with portfolio management is a plus.
  • Education: Bachelor's degree in Real Estate, Finance, Accounting, or a related field. Professional certifications (e.g., CFA, MAI) are a plus.
  • Skills: Strong proficiency in valuation techniques, financial modeling, and real estate market analysis. Advanced skills in Microsoft Excel and experience with valuation software (e.g., Argus) are preferred.
  • Attention to Detail: Excellent analytical and quantitative skills with a keen eye for detail.
  • Communication: Strong written and verbal communication skills with the ability to present complex information clearly and effectively.


Why Join Us?

  • Competitive Compensation: Attractive salary and benefits package.
  • Work-Life Balance: Flexible hybrid work options.
  • Career Growth: Opportunities for professional development and career advancement.
  • Dynamic Environment: Be part of a forward-thinking team in a thriving real estate firm.

If you're ready to take your career in real estate valuation to the next level, we'd love to hear from you

#INSEP2024
#LI-JK3