NewAccounts Receivable Analyst - manufacturing kSARIA CorporationAccounts Receivable Analyst - manufacturingHudson, NHPosition Responsibilities: The Accounts Receivable Analyst will utilize the AR application (GetPAID) within an assigned portfolio of customers to perform collection functions on past due transactions and make proactive contact on coming due invoices to improve and maximize KSaria cash flow. This includes calling customers, taking incoming calls, account reconciliation, negotiating, resolving customer account inquiries and providing excellent customer service.
NewEquity Solutions Portfolio Analyst - Portfolio Construction & Optimization Franklin Resources IncEquity Solutions Portfolio Analyst - Portfolio Construction & OptimizationBoston, MA$175,000–$200,000 / 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. This role will work closely with portfolio managers, investment teams, risk and quant teams, product teams, and client-facing partners to develop customized portfolio solutions that align with client objectives, investment guidelines, and risk parameters.
Client Portfolio Analyst Loomis, Sayles & Company, L.P.Client Portfolio AnalystBoston, MA$80,000–$97,500 / yearThey must also be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and written/electronic news publications. The institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our global and domestic fixed income strategies.
Fixed Income Portfolio Analyst Wellington ManagementFixed Income Portfolio AnalystBoston, MassachusettsExamples of our benefits include retirement plan, health and wellbeing, dental, vision,and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). The base salary range for this position is: USD 80,000 - 150,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.
Fixed Income Portfolio Analyst, Securitized Team Wellington ManagementFixed Income Portfolio Analyst, Securitized TeamBoston, MassachusettsThe successful candidate for this position is likely to: • Demonstrated strong understanding of, and interest in, fixed income capital markets (in particular structured credit markets and Agency MBS), financial engineering and investing; • Advanced analytical skills, a quantitative orientation, and a detail oriented mindset; • Proficient programming skills in Python, or Matlab/R; • Ability to work well under pressure and prioritize tasks; • Strong interpersonal skills to interact effectively with investment and other business professionals around the firm; • Ability to think creatively and initiate projects that lead to improved implementation of strategies and trades; • Strong academic credentials. Primary responsibilities: • Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios; • Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines; • Monitoring positions and verifying that transactions are consistent with client guidelines; • Interacting with many areas of the firm to improve processes and minimize operational risks; and.
Fixed Income Portfolio Analyst Wellington Management Company LLPFixed Income Portfolio AnalystBoston, MAp>The Securitized Team actively manages portfolios that provide exposures to agency mortgage-backed securities (MBS), mortgage derivatives (CMO), asset-backed securities (ABS), collateralized loan obligations (CLO), commercial mortgage-backed securities (CMBS), among others. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
Senior Portfolio Analyst Man GroupSenior Portfolio AnalystBoston, MassachusettsYou'll own critical parts of the investment process, from signal validation to portfolio risk management, with direct visibility into how your work affects real capital allocation in multi-billion dollar quant equity hedge fund strategies. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives.
MSIM- Emerging Markets- Quantitative Portfolio Analyst Morgan StanleyMSIM- Emerging Markets- Quantitative Portfolio AnalystBoston, MAOur 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. Morgan Stanley Investment Management's Emerging Market Debt Department manages over $30 billion across multiple absolute return, fixed income, and equity investment strategies.
Investment Analyst - Portfolio Construction Factory Mutual Insurance CoInvestment Analyst - Portfolio ConstructionWaltham, MA$105,760–$152,000 / yearIt would require helping build and produce risk and exposure reports, conducting market and portfolio research, delivering analytics driven insights that inform risks and positioning across the portfolio. Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners.
Fixed Income Portfolio & Data Analyst GW&K Investment ManagementFixed Income Portfolio & Data AnalystBoston, MassachusettsThe analyst will manage recurring weekly and monthly deliverables, respond to daily ad-hoc requests from portfolio managers, and support the broader ED&A team with custom client requests, marketing material production, and RFP/DDQ responses. The Fixed Income Portfolio & Data Analyst supports the firm's Municipal and Taxable Fixed Income investment teams through strategy attribution, portfolio positioning and characteristics analysis, and risk controls reporting.
Senior Analyst, Portfolio Strategy & Management - Liberty Mutual Investments Liberty Mutual Holding Company IncSenior Analyst, Portfolio Strategy & Management - Liberty Mutual InvestmentsBoston, MAIn-depth experience in private market systems / data / tools / visualization / platforms (WSO, eFront, Aladdin a plus).Ability to work across teams to innovate collaboratively and to achieve desired resultsExcellent communication skills (written / verbal / presentation).Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMIThe PositionWe are currently seeking a candidate for a senior analyst position on the Portfolio Strategy and Management ("PS&M") team within Global Alternative & Credit Markets Investments division.
Senior Analyst, Support Portfolio, Gas Supply Eversource EnergySenior Analyst, Support Portfolio, Gas SupplyWestwood, MA$120,540–$133,930 / yearNegotiates NAESB agreements with new counterparties, consulting with Treasury and Legal departments as needed to enable documents for gas transactions. Keeps current with all pipeline tariffs, rate cases and other filings. Supports the Manager of Gas Supply by performing special analysis as needed in areas of Gas Supply portfolio management, regulatory proceedings and gas market analysis.
Portfolio Operations Analyst Longfellow Investment Management CoPortfolio Operations AnalystBoston, MAFull timeThe ideal candidate will have a proven track record of enhancing relationships with custodians, counterparties, and service providers; effectively managing and resolving escalated issues; and sharing expertise across teams. PrimaryResponsibilities: Support the Portfolio Operations team in the timely and accurate execution of daily, monthly, and ad-hoc tasks, including:Reconciling cash and positions with custodians and prime brokers; investigating discrepancies.
Sr. Analyst Market Settlement & Portfolio Valuation - Hybrid Andover MA Enel SpASr. Analyst Market Settlement & Portfolio Valuation - Hybrid Andover MAMA$119,900–$143,800 / yearThe Opportunity: The Senior Analyst, as part of the Energy and Commodity Management, Credit & Business Operations team for an international energy company expanding in the US Power markets, will successfully participate in the reconciliation of trading related activities as well as assist in all other Market Settlements and Portfolio Valuation activities. The Senior Analyst will liaise with our Headquarters in Italy and will be involved with business transactions and decisions while interacting with a diverse group of people within front and middle offices, trading compliance, accounting, treasury, global digital solutions, and credit and risk management teams.
Counter UAS Portfolio FP&A Analyst, Principal Specialist *HYBRID* RTX CorpCounter UAS Portfolio FP&A Analyst, Principal Specialist *HYBRID*Andover, MAQualifications You Must Have: Typically requires a Bachelor's degree in Accounting, Finance, Business Administration, or related field 5 years finance/accounting experience; OR an Advanced degree with 3 years finance/accounting experience. This role will support CUAS finance and program leadership and oversee the FP&A scope of the Domestic LIDS, International LIDS, Coyote, and High Energy Lasers contracts.
Quantitative Portfolio Implementation Analyst Man GroupQuantitative Portfolio Implementation AnalystBoston, Massachusettsli>Act as primary responder for production and trading issues across the systematic investment management estate and portfolio construction environment, leveraging smart tooling and, increasingly, AI and agentic workflows to diagnose root causes and execute manual workarounds for timely risk management. The analyst will partner with portfolio managers on the day-to-day operations of portfolio management, and collaborate with researchers, engineering, trading, and Man Group operations to ensure portfolios are managed accurately and our investment management infrastructure runs as intended.
CSA Services Operations Finance Analyst - NAM portfolio GE Vernova IncCSA Services Operations Finance Analyst - NAM portfolioCambridge, MA$96,100–$160,100 / yearp>GE Vernova Inc. or its affiliates (collectively or individually, "GE Vernova") sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. Manage all financial aspects of project accounting for HD Services CSA projects including project setup, actuals booking, revenue recognition, manual journal entries and reconciliations, monthly / quarterly closing and reporting for the contracts assigned.
Senior Portfolio Analyst Geode Capital ManagementSenior Portfolio AnalystBoston, MADrive analytics and quantitative solutions to deliver prescriptive insights predictive root-cause analysis translating outputs into real-world context partnering closely with Portfolio Analytics Data Technology to modernize workflows scale adoption across the business. Reporting to the Manager Portfolio Analytics this role will partner with Portfolio Analysts Quantitative Analysts and technology teams to design implement and enhance technological solutions towards delivering advanced analytics and interactive dashboards.
NewManager, Portfolio Analytics Geode CapitalManager, Portfolio AnalyticsBoston, MassachusettsReporting to the Director, Portfolio Analytics, this role will partner with Portfolio Analysts, Quantitative Analysts and technology teams to design, implement and enhance technological solutions with enterprise data pipelines delivering insightful solutions via interactive dashboards. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, commuter subsidy, charitable donation matching, family care assistance including a backup care benefit, adoption and surrogacy support.
Senior Portfolio Associate, 55IP JPMorgan Chase Bank, N.A.Senior Portfolio Associate, 55IPBoston, MAFull timeCollaborate closely with product management, portfolio managers, and technology teams to launch, refine, and test both existing and new investment strategies, ensuring alignment with market trends and organizational goals. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Associate Portfolio Manager Man GroupAssociate Portfolio ManagerMassachusettsSalta%40man.com%7C50106c0fbadc415bae6b08dd71e5d131%7Cf771e26b93bc4bbe8f6b7cd560ce9350%7C0%7C0%7C638791954087076774%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=5iuJXx8lcIhasW1cs1O9OyY6uKEhZDGiG5RgG9UVIsU%3D&reserved=0" rel="nofollow">www.man.com. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives.
Manager, Portfolio Analytics Geode Capital ManagementManager, Portfolio AnalyticsBoston, MA$145,000–$165,000 / yearReporting to the Director, Portfolio Analytics, this role will partner with Portfolio Analysts, Quantitative Analysts and technology teams to design, implement and enhance technological solutions with enterprise data pipelines delivering insightful solutions via interactive dashboards. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, commuter subsidy, charitable donation matching, family care assistance including a backup care benefit, adoption and surrogacy support.
Securitized Portfolio Manager, VP II - State Street Investment Management State Street CorpSecuritized Portfolio Manager, VP II - State Street Investment ManagementQuincy, MA$120,000–$202,500 / yearMonitor and manage key risks including: spread duration and interest rate exposure, prepayment and extension risk, credit and structural risk (including tranche behavior), ensure portfolios remain aligned with established risk frameworks and guidelines. This individual will play a key role in managing securitized credit portfolios across RMBS, CMBS, ABS, and CLOs, contributing directly to investment performance, portfolio construction, and client outcomes.
Sr. Client Portfolio Manager Eastern Bankshares IncSr. Client Portfolio ManagerBoston, MAIn accordance with the CT Asset Allocation Committee guidance, helps set customized asset allocation across equities, fixed income, and other asset classes according to policy targets and risk/return objectives for an assigned set of client portfolios. • Contributes to research process and debate with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and macro research.
Portfolio Research & Analytics, Vice President JPMorgan Chase & CoPortfolio Research & Analytics, Vice PresidentBoston, MAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Act as a senior point of escalation for trade operations and investment teams on issues impacting execution, data integrity, and portfolio construction; drive timely resolution and post-incident prevention.
Equity Institutional Portfolio Manager MFS Investment Management, IncEquity Institutional Portfolio ManagerBoston, MAAssume primary responsibility for portfolio management functions other than stock selection, including negotiating client guidelines for new accounts, management of cash in clone portfolios, management of customized portfolios (as well as internal and external marketing and client service as mentioned above). Wellness 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.
Credit Portfolio Manager II - Metro CRE The Toronto-Dominion BankCredit Portfolio Manager II - Metro CREBoston, MA$115,440–$186,160 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Depth & Scope: Manages complex credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; may manage overall analytical support and workflow production needs for a department.
Commercial Portfolio Manager: Non-Profit Lending Specialist III First Citizens BancShares IncCommercial Portfolio Manager: Non-Profit Lending Specialist IIIBoston, MA$180,000–$215,000 / yearLoan closing and post-approval loan documentation and booking support - Review approval conditions vis-a-vis the loan documentations for existing loans to ensure integrity of the credit process Interface with Bank''s loan operations department in the drawing of loan documentation, loan closing and booking. Preferred Area of Experience: Lending to non-profit organizationsLicense or Certification Type: Successful completion of a formal credit or financial analyst training program PreferredSkill(s): Working knowledge with financial statement software such as Moody''s CreditLens.,
ISG Portfolio Manager, Assistant Vice President - State Street Investment Management State StreetISG Portfolio Manager, Assistant Vice President - State Street Investment ManagementBoston, MassachusettsState 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.
Municipal Portfolio Manager-Investment Management Group Rockland Trust CompanyMunicipal Portfolio Manager-Investment Management GroupLowell, MAAs a Portfolio Manager, you will partner with Relationship Managers and other internal specialists to deliver a seamless and integrated investment management experience to municipalities and other governmental and quasi-governmental entities. Rockland Trust Company's fast-growing Investment Management Group (IMG), with approximately $9B in assets under advisement, is seeking a motivated and collaborative Portfolio Manager to join our team.
Portfolio Manager-Investment Management Group Rockland Trust CompanyPortfolio Manager-Investment Management GroupBoston, MAAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Vice President, Portfolio Valuation and Fund Advisory Services, FIG (GP Stakes) - Multiple Locations Houlihan Lokey Europe GmbHVice President, Portfolio Valuation and Fund Advisory Services, FIG (GP Stakes) - Multiple LocationsBoston, MA$145,000–$225,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our Portfolio Valuation practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Commercial Portfolio Manager: Non-Profit Lending Specialist III First Citizens BankCommercial Portfolio Manager: Non-Profit Lending Specialist IIIBoston, Massachusetts$165,000–$200,000 / yearFull timePreferred Area of Experience: Lending to non-profit organizationsLicense or Certification Type: Successful completion of a formal credit or financial analyst training program PreferredSkill(s): Working knowledge with financial statement software such as Moody's CreditLens., Loan closing and post-approval loan documentation and booking support - Review approval conditions vis-a-vis the loan documentations for existing loans to ensure integrity of the credit process Interface with Bank's loan operations department in the drawing of loan documentation, loan closing and booking.
Portfolio Project Manager (MEA Region) Creatio EMEA LTDPortfolio Project Manager (MEA Region)Boston, MAAs trusted advisors, Portfolio Project Managers leverage their expert-level knowledge of the Creatio platform to validate approaches, guide best practices, and ensure every delivered solution is both technically sound and aligned with client needs. Who Were Looking For:The Portfolio Project Manager ensures the successful execution of client engagements and internal implementation projects under Delivery Assurance contracts, with a focus on MEA markets.
Portfolio Project Manager Creatio EMEA LTDPortfolio Project ManagerBoston, MAThe Portfolio Project Manager is responsible for managing a portfolio of long-term enterprise implementation projects across client and internal initiatives within MEA or Europe regions. This role operates within the Center of Delivery Excellence and reports to the Head of Delivery Assurance, working closely with Delivery Assurance Leads, architects, and cross-functional teams.
Client Portfolio Associate - International Equities Franklin Resources IncClient 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.
Project and Portfolio Lead, Discovery IT, Global R&D IT LancesoftProject and Portfolio Lead, Discovery IT, Global R&D ITCambridge, MA$58.21Manages and communicates risks and issues of project and projects, taking corrective measures when necessary by applying change, risk and resource management techniques associated with internal and external resources. In this role, the Lead will partner with IT and Discovery leaders to deliver strategic projects and establish project governance and strategy, and actively manage the IT portfolio of projects.
Associate Portfolio Manager Citizens Financial Group IncAssociate Portfolio ManagerBoston, MA$97,000–$115,000 / yearWhile in this role, you will oversee effective credit underwriting, credit, and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and as needed client support for an assigned portfolio of existing restaurant finance and retail petroleum credits. Use independent judgment and discretion to complete credit memos, cash flow coverage, projections, collateral coverage, spreads, and risk ratings for assigned credits.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAFull timeAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
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.
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 Operations Associate GMO LLCPortfolio Operations AssociateBoston, MA$65,000–$80,000 / yearPerform end-to-end reconciliation of holdings, cash, and security transactions against custodian banks; proactively investigate and resolve complex accounting and custody discrepancies while communicating effectively with investment teams. GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.
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.
Investment Analyst Wellington Management Company LLPInvestment AnalystBoston, MAExamples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). Fixed Income Product Management ("FIPM") at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs.
Senior Quantitative Portfolio Manager Massachusetts Mutual Life Insurance CompanySenior Quantitative Portfolio ManagerBoston, MA$176,400–$231,500 / yearThe 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.
Associate, Portfolio Operations, Credit HarbourVest Partners, LLCAssociate, Portfolio Operations, CreditBoston, MA$80,000–$110,000 / yearYou will collaborate closely with internal teams, including Credit deal teams, Credit Distribution, Quantitative Investment Science (QIS), Technology, Solutions, and Accounting, and coordinate with external fund administrators. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
Portfolio Valuation Senior Consultant Deloitte Touche Tohmatsu LtdPortfolio Valuation Senior ConsultantMA$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.
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.
Vice President, Portfolio Management (Commercial and Industrial Upper Middle Market) KeyCorpVice President, Portfolio Management (Commercial and Industrial Upper Middle Market)MA$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is 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. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Vice President, Portfolio Management, Innovation/Tech ABL Western Alliance BancorpVice President, Portfolio Management, Innovation/Tech ABLBoston, MA$139,095–$171,821 / 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.