NewInvestment Analyst – Portfolio Construction FMInvestment Analyst – Portfolio ConstructionBoston, MA$106,000–$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. Job Description: 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.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio 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.
NewJunior Investment Analyst FMJunior Investment AnalystBoston, MA$106,000–$152,000 / yearIn addition, the role will support portfolio construction, risk analysis, and ongoing performance monitoring, contributing to the development of investment views that are aligned with FM’s long‑term capital objectives and disciplined risk framework. The Analyst will play a critical role in building and reviewing detailed financial models for prospective investments, assessing value drivers, downside risks, and return sensitivities.
NewResearch Analyst Onstott GroupResearch AnalystBoston, MAn Our work is highly focused on private equity firms and their portfolio companies, helping build high-performing leadership teams through deep research and a highly consultative process. The Analyst will also help turn that work into accurate, polished client-facing materials, including candidate profiles, search updates, research summaries, and other presentations and deliverables.
NewInvestment Analyst NERISA RESEARCH USA CORPInvestment AnalystBoston, MAThe Boston office is Nerisa's first U.S. location, and we are looking to build our team from the ground up with intellectually curious, collaborative and social individuals who are coming directly from their undergraduate studies. The Investment Analyst will develop in-depth investment theses for publicly traded U.S. companies, supported by building financial models and conducting industry research.
Equity Solutions Portfolio Analyst - Portfolio Construction & Optimization Franklin ResourcesEquity 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.
Portfolio Analyst FL Putnam Investment ManagementPortfolio AnalystNeedham, MAFull timeFLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. The Portfolio Analyst is an active member of the Portfolio Analysis Team, and collaborates across multiple teams.
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 - 150,000 This 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 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 Analyst SDL Search PartnersPortfolio AnalystBoston, MassachusettsThis role will support the management and performance analysis of real estate investment funds, working closely with senior leadership to drive portfolio optimization and decision-making. Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plus.
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.
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.
Portfolio Oversight Analyst - Investment Compliance Artisan PartnersPortfolio Oversight Analyst - Investment ComplianceBoston, MA$100,000–$150,000 / yearDay-to-day, the Analyst will help code client investment guidelines into the firm's order management systems, partner with the trading desks on investment compliance and portfolio administration matters, and apply judgment and business expertise to recommend and implement solutions. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment guidelines, and global regulatory limits, which is central to the firm's operational risk framework.
Analyst, Portfolio Construction & Trading Acadian Asset Management LLCAnalyst, Portfolio Construction & TradingBoston, MA$80,000–$95,000 / yearPosition Overview: The Analyst will work across both Portfolio Construction and Trading functions, gaining hands-on exposure to portfolio implementation, trading, quantitative analysis, and the systems and processes used to manage client portfolios. This is an entry-level opportunity for a recent graduate from a STEM program who is highly quantitative, technically capable, and interested in applying Python, AI tools, automation, and data analysis to real-world investment management problems.
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations Houlihan Lokey Europe GmbHExperienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple LocationsBoston, MA$75,000–$120,000 / 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, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Scope: Within our Portfolio Valuation Complex Securities 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.
Portfolio Operations Analyst Daley and AssociatesPortfolio Operations AnalystBraintree, MA$28–$35 / hourCandidates interested in this Portfolio Operations Analyst opportunity should be comfortable supporting later-day pricing and trade activity while working closely with a collaborative investment operations team. This Portfolio Operations Analyst will support institutional investment operations with a focus on trade processing, client inquiries, fund pricing, and resolving transaction-related issues.
Energy Analyst, Data Center Portfolio Meta Platforms IncEnergy Analyst, Data Center PortfolioBoston, MAAnalyze electric tariffs and wholesale market prices to evaluate energy cost implications for new and existing data center sites Develop and maintain financial models to forecast energy consumption, demand charges, and rate impacts across Meta's global data center portfolio Conduct comprehensive load and cost analytics to support regional expansion and inform energy procurement strategies Build scalable analytical tools and dashboards to streamline portfolio analysis and improve reporting efficiency Engage with Infrastructure and Capacity Engineering stakeholders to incorporate data center design trends into load forecasting methodologies Monitor wholesale energy market developments, regulatory changes, and utility rate proceedings that may affect Meta's data center operating costs Synthesize complex energy data and present findings clearly to technical and non-technical stakeholders across the organization Support the risk program to identify and quantify portfolio-wide wholesale market exposure Create scalable AI-native analytical tool to improve efficiency and accuracy6+ years of experience in the energy industry with a focus on wholesale or retail rate analysis, load forecasting, or energy market analytics Experience analyzing electric utility tariffs, wholesale energy market data, and renewable energy structures Experience applying quantitative and financial modeling methodologies to evaluate energy market risks and opportunities Experience collaborating cross-functionally with Finance, Accounting, or Infrastructure teams to support data-driven business decisions Experience prioritizing and managing multiple concurrent analytical workstreams to meet project deadlines Demonstrated ongoing AI skill development (e.g., prompt/context engineering, agent orchestration) and staying current with emerging AI technologies Demonstrated ongoing AI skill development (e.g., prompt/context engineering, agent orchestration) and staying current with emerging AI technologies Familiarity with renewable energy procurement structures, including power purchase agreements and renewable energy certificates Experience working with large energy consumers, electric utilities, energy service providers, or energy consultancies in a data center or industrial context Experience adhering to and implementing responsible, ethical AI practices (e.g., risk assessment, bias mitigation, quality and accuracy reviews) Experience adhering to and implementing responsible, ethical AI practices (e.g., risk assessment, bias mitigation, quality and accuracy reviews) Experience coding in Python, SQL, or similar languages to automate data processing and build analytical pipelines Demonstrated ability to integrate AI tools to optimize/redesign workflows and drive measurable impact (e.g., efficiency gains, quality improvements) Experience creating AI-native tooling and dashboardsMeta builds technologies that help people connect, find communities, and grow businesses. Meta is seeking an experienced Energy Analyst to join the Infrastructure Data Center (IDC) Energy team, which is responsible for energy strategy, commercial and clean energy procurement, and energy portfolio management across Meta's rapidly expanding global data center portfolio.
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.
2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple Locations Houlihan Lokey Europe GmbH2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple LocationsBoston, MA$80,000–$95,000 / 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, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our PV 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.
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.