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.
Quantitative Portfolio Analyst, Portfolio Engineering FidelityQuantitative Portfolio Analyst, Portfolio EngineeringBoston, MassachusettsRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Equity 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.
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, MAThe 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).
Portfolio Investment Analyst Daley and AssociatesPortfolio Investment AnalystBoston, MA$80,000–$100,000 / yearAdvanced proficiency with Microsoft Office tools, specifically Excel, is required; Pivot Tables and Macros ; experience with performance-measurement platforms such as FactSet or Bloomberg, and a track record of leveraging intelligent workflow and data-enrichment tools will set you apart. Strong verbal, written, and interpersonal skills are necessary to communicate and interact directly with a diverse group of Account Managers, clients and prospects, outside investment advisors, and other investment professionals.
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.
Portfolio Analyst Digital Realty Trust IncPortfolio AnalystBoston, MA$100,000–$120,000 / yearPlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 50+ metros across 25+ countries on six continents.
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 ConstructionBoston, MAIt 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.
NewClient Portfolio Analyst Wealth Growth & Onboarding Dormont Manufacturing CompanyClient Portfolio Analyst Wealth Growth & OnboardingBoston, MA$82,000–$107,600 / yearDormont Manufacturing Co is seeking a Client Portfolio Analyst to join their expanding wealth management team in Boston or Springfield. The ideal candidate will have a Bachelor's degree, operational experience in financial services, and strong analytical and communication skills.
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.
Portfolio Compliance Analyst Daley and AssociatesPortfolio Compliance AnalystBoston, MA$30–$40 / hourWorking knowledge of all investment types, including equity and fixed income products, and derivative instruments. Experience in monitoring investment guidelines, working in an investment compliance role, and understanding regulatory requirements for 40 Act and UCITs funds.
NewAnalyst, Specialty Underwriting and Portfolio Manager - CRE Capital One Financial CorpAnalyst, Specialty Underwriting and Portfolio Manager - CRECambridge, MA$131,300–$149,800 / yearCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com.
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.
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 Financial Analyst Peabody PropertiesPortfolio Financial AnalystRoxbury, MassachusettsActs as the primary financial advisor to property managers, helping them understand financial metrics and optimize their property-level budgets in collaboration with the Director of Operations/Senior Property Manager/Senior Portfolio Manager. Prepare and present comprehensive monthly, quarterly, and annual financial packages for internal leadership and external stakeholders/investors ensuring all internal and external financial reporting requirements and deadlines are met.
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.
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, MassachusettsAct 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.
NewAddepar Portfolio Ops Analyst - Reporting & Insights Brown AdvisoryAddepar Portfolio Ops Analyst - Reporting & InsightsBoston, MABrown Advisory in Boston seeks a dynamic Operations team member to support complex client reporting through the Addepar portfolio accounting system. This role involves owning operational processes, generating reports, and collaborating with client teams.
Manager, 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 ManagerMassachusettsPowered 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. The Fixed Income Associate Portfolio Manager role spans a broad spectrum of research, investment, and technical tasks as part of the systematic fixed income team (Credit and Rates).
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 ManagementBoston, 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.
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.
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.
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.
ISG Portfolio Manager, Assistant Vice President - State Street Investment Management State Street CorpISG 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.
Regional Portfolio Manager (Europe) Creatio EMEA LTDRegional Portfolio Manager (Europe)Boston, MAYou will work closely with customers, partners, Project Managers, Delivery Assurance Leads, Sales, and Customer Success teams while leading a group of Delivery Assurance Leads responsible for day-to-day project governance. As a Regional Portfolio Manager, you will define the strategic direction for implementation programs, oversee the overall health of the regional project portfolio, identify risks before they become issues, and ensure that projects consistently deliver successful business outcomes.
Regional Portfolio Manager (Americas region) Creatio EMEA LTDRegional Portfolio Manager (Americas region)Boston, MAYou will work closely with customers, partners, Project Managers, Delivery Assurance Leads, Sales, and Customer Success teams while leading a group of Delivery Assurance Leads responsible for day-to-day project governance. As a Regional Portfolio Manager, you will define the strategic direction for implementation programs, oversee the overall health of the regional project portfolio, identify risks before they become issues, and ensure that projects consistently deliver successful business outcomes.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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 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.
NewVice 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.
Associate Portfolio Manager - Parametric Morgan StanleyAssociate Portfolio Manager - ParametricBoston, Massachusetts$70,000–$140,000 / yearOur 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. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs.
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.