Model Portfolio & Strategic Solutions Specialist, Officer - State Street Investment Managment State Street CorpModel Portfolio & Strategic Solutions Specialist, Officer - State Street Investment ManagmentBoston, MA$70,000–$118,750 / yearThe Global Multi-Asset Solutions & Model Portfolios (GMAS) team is responsible for the commercialization, customization, and delivery of SSIM's model portfolio solutions across RIAs, broker-dealers, platforms, and institutional partners. The successful candidate will work closely with senior members of the GMAS team to support onboarding and growth of custom model portfolio relationships, provide market intelligence and analytical support to model strategists, and contribute to key strategic initiatives across the business.
ISG Portfolio Manager, Assistant Vice President - State Street Investment Management State Street CorporationISG Portfolio Manager, Assistant Vice President - State Street Investment ManagementBoston, MA$90,000–$157,500 / yearState Street Investment Management, one of the industry's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. This position requires the ability to oversee complex portfolios, including custom balanced strategies, model portfolios, and registered funds, while contributing actively to tactical asset allocation discussions, portfolio reviews, and business development efforts.
Portfolio Management Associate Morgan StanleyPortfolio Management AssociateBoston, MassachusettsThe Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Vice President, IWM Portfolio Management The Bank of New York Mellon CorpVice President, IWM Portfolio ManagementBoston, MAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, youll make an impact in the following ways: Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis and investment trends.
Portfolio Manager Vestmark IncPortfolio ManagerWakefield, MA$140,000–$160,000 / yearThis person will be a key member of the portfolio management team, contribute to the development of direct indexing solutions, and manage the day-to-day personalized portfolios including portfolio management and rebalance, ESG customizations and tax optimization. Provide day-to-day portfolio management of direct index portfolios including portfolio construction, rebalance, monitor index changes and corporate actions, manage client activities and trade review.
Client Portfolio Associate - International Equities Franklin ResourcesClient Portfolio Associate - International EquitiesBoston, MA$130,000–$150,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. The Business Development Group (BDG) partners with Franklin Templeton's Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs.
Portfolio Valuation Senior Consultant Deloitte Touche Tohmatsu LtdPortfolio Valuation Senior ConsultantBoston, MA$113,000–$188,400 / yearAs part of our debt valuation work, the team values private debt, structured products, loan portfolios (corporate, residential mortgage, credit card), commercial real estate (CRE) debt and assets, residential mortgage pools, stressed and distressed assets, intercompany trades, and private equity, among other asset classes. As a Senior Consultant on the portfolio valuation team, you will be responsible for: Performing valuation and independent pricing analyses for illiquid assets and complex financial instruments, including corporate credit, term loans, structured and securitized products, private equity, and alternative investments.
Assistant Vice President, Portfolio Management - Sponsor Finance Western Alliance BancorpAssistant Vice President, Portfolio Management - Sponsor FinanceBoston, MA$129,995–$160,581 / yearWorking closely with the Vice President, Commercial Banker, you will evaluate leveraged buyouts, acquisition financings, recapitalizations, growth capital, and refinancing opportunities, while ensuring credit risks are appropriately identified, monitored, and managed throughout the life of the relationship. The Portfolio Manager will assist in attaining established Bank, region, and business line goals through active participation in underwriting, closing, and managing desirable sponsor-backed credits, while maintaining strong relationships with private equity firms, company management teams, and internal partners.
Senior Manager, Portfolio Strategy & Planning, Companion Animal Group Business Unit Idexx Laboratories IncSenior Manager, Portfolio Strategy & Planning, Companion Animal Group Business UnitMA$150,000–$170,000 / yearIn This Role: You will be responsible for Portfolio Productivity and Effectiveness: Partner with portfolio leadership, finance, and HR to increase productivity by driving a cohesive approach to key business activities, including strategic planning, budget development, resource allocation, communications strategy, and stakeholder management. As the Senior Manager, Portfolio Strategy & Planning, you will act as an integrator and influencer - bringing clarity, focus, and momentum across the organization - and is a primary author of the materials, briefs, and presentations that shape how the business unit communicates with the Executive Leadership Team, the CEO, the Board, and the investor community.
Commercial Credit Team Lead II - Underwriting/Portfolio Management - Specialty - Franchise M&T Bank CorpCommercial Credit Team Lead II - Underwriting/Portfolio Management - Specialty - FranchiseBoston, MA$172,100–$286,800 / yearResponsible for the day-to-day activities of a Commercial Credit team to include the quality and efficiency of the underwriting of commercial loan analyses, including the accuracy of risk ratings, and quality and efficiency of the CCM activities of the team enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating. Education and Experience Required: Bachelor's degree in Accounting, Finance, or related discipline with 9 years' related experience with three years' work leadership/supervisory experience, or in lieu of degree, a combined minimum of 13 years' higher education and work experience to include a minimum 9 years' related experience with three years' work leadership/supervisory experience.
Investment Analyst Ascensus LLCInvestment AnalystNewton, MA$60,000–$120,000 / yearThe Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the "Committee"); and (iii) providing analytic support to the Committee. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
NewInstitutional Portfolio Manager, Quantitative Solutions MFS Investment Management, IncInstitutional Portfolio Manager, Quantitative SolutionsBoston, MAWellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps. Work with distribution channels to develop overall, long-term distribution strategy for each product (addressable markets/channels, key competitor analysis, market share and product capacity analysis, product profitability, required resources, etc.).
NewVice President, Portfolio Management- ABL/Tech Western Alliance BancorpVice President, Portfolio Management- ABL/TechBoston, MA$121,870–$150,546 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
Senior Fullstack Engineer, Portfolio Tools Engineering Acadian Asset Management LLCSenior Fullstack Engineer, Portfolio Tools EngineeringBoston, MA$160,000–$175,000 / yearPosition Overview: This is an opportunity to own and evolve one of the firm's flagship internal software products, delivering a market-leading portfolio management and decomposition platform that provides a competitive edge in systematic investing. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.
Portfolio Manager Vestmark, Inc.Portfolio ManagerWakefield, MARemote$140,000–$160,000 / yearThis person will be a key member of the portfolio management team, contribute to the development of direct indexing solutions, and manage the day-to-day personalized portfolios including portfolio management and rebalance, ESG customizations and tax optimization. Provide day-to-day portfolio management of direct index portfolios including portfolio construction, rebalance, monitor index changes and corporate actions, manage client activities and trade review.
Senior Quantitative Portfolio Manager MassMutualSenior Quantitative Portfolio ManagerBoston, MassachusettsThe Senior Quantitative Portfolio Manager will oversee broad derivatives responsibilities across equity, interest rate, and volatility risk management, leading the strategic construction and evolution of derivatives-based hedging frameworks — with primary ownership of MassMutual's Variable Annuity dynamic hedging platform — and carrying end-to-end accountability for hedge design, governance, risk outcomes, and program-level P&L across market environments. The Quantitative Portfolio Management (QPM) team is part of Investment Management and focuses on asset-liability management (ALM), product pricing, and the formulation and execution of quantitative strategies that enhance policyholder surplus and mitigate unwanted risks across the enterprise.
Vice President, Portfolio Valuation Kroll, LLCVice President, Portfolio ValuationBoston, MA$90,000–$200,000 / yearKroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry and we boast a prestigious clientele of the world's leading alternative asset managers. Minimum 4 years of developing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts, and contingent claims analysis.
Sr. Director, Data & AI Program Portfolio Management Medtronic PlcSr. Director, Data & AI Program Portfolio ManagementMansfield, MABachelor's degree with 15+ years of progressive experience in portfolio management, PMO leadership, business operations, program governance, enterprise transformation, or technology leadership, including 10+ years of people leadership experience; or an advanced degree with 13+ years of relevant experience and 10+ years of people leadership experience. As a highly collaborative leadership position driving enterprise-wide Data & AI strategy and transformation, regular in-person engagement with business leaders, technology teams, and key stakeholders is essential to foster innovation, accelerate decision-making, and deliver impactful business outcomes across the organization.
Commercial Portfolio Manager III Eastern Bankshares IncCommercial Portfolio Manager IIIBoston, MA$96,802–$159,032 / yearResearch, compile, and provide market analysis relative to a credit Assist in preparing/underwriting pre-deals and credit vehicles (both new loans and renewals). Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting and Covenant Tracking Obtaining annual financial information for files from clients.
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)Boston, MA$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.