142 Results for

Portfolio Analyst Jobs in Winthrop, MA

Jobs

Camrbidge, Massachusetts30+ days ago

$50–$55 Per Hour
Contractor

o Monitor and analyze cash trends and present updates to senior leadership ¿ Project management / process improvement: o Treasury is continually tasked with projects that span multiple topic areas and competencies (e.g., corporate investing, retirement plans, cash management and risk management). The Treasury and Investment Analyst III is responsible for investment monitoring, effectuating treasury and investment transactions, leading insurance renewals and deliverables, formulating responses to audit requests, compliance activities, and facilitating interactions with numerous external banking, securities, and insurance providers.

Boston, MA10 days ago

$80–$82 Per Hour

As the Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Based on complexity assessment and with guidance on each project, refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Accountable for meeting all business requirements from development through implementation. Proven success in delivering projects on time, within budget, and to scope Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills Project Management Professional (PMP) certification or equivalent.

Dracut, MA9 days ago

Full-time
Employee

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Boston, MA30+ days ago

$40–$45 Per Hour

Key words: Fund Accountant, investment operations, asset reconciliation, trade operations, foreign exchange, trade reconciliation, trade settlement, fund administration, swap, portfolio accountant, portfolio accounting analyst, custodian bank. The ideal candidate will have a minimum of 2+ years of experience in custody/trade operations and/or fund accounting in the financial services and/or asset management industry(s) and have strong reconciliation skills.

Westwood, MA12 days ago

$120,540–$133,930 Per Year

Negotiates 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. Leads the execution of all daily, monthly and seasonal wholesale supply and capacity transactions (including forecasting, planning, and scheduling) with third parties according to approved portfolio management policies and procedures.

Boston, MA24 days ago

The 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.

Boston, MA30+ days ago

The Senior Analyst will collaborate closely with the Director and cross-functional teams, including product management, sales, and other functions in services marketing to bring new products to market, and execute on programs to drive business growth for the portfolio. Title and Summary Senior Analyst, Product Portfolio Marketing - Dynamic Yield We are seeking a results-driven product marketer to support the execution of marketing strategy for Dynamic Yield, one of our key Services Portfolios.

Boston, MA30+ days ago

$100,000–$120,000 Per Year

The Portfolio Accounting team works closely with partners across the firm, including the Investment Team, Client Service, and Investor Services, and collaborates regularly with external counterparties such as custodian banks, brokers, and service providers. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 900+ institutional and private wealth clients.

Boston, MA30+ days ago

Full-time

Collaborate 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.

Boston, MA30+ days ago

Full-time

As 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.

Boston, Massachusetts30+ days ago

$165,000–$200,000 Per Year

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., 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.

Cambridge, MA30+ days ago

$58.21

Manages 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.

Chestnut Hill, MA10 days ago

$100,000–$110,000

This individual may spend one day analyzing financial statements and developing a financial model, the next day working with internal teams to gather information to present to lenders/investors, the next day performing a market analysis for a new transaction, and another day analyzing leases or loan documents to summarize various requirements, controls, etc. Additional responsibilities involve underwriting and due diligence of potential capital transaction (acquisitions, dispositions, recapitalizations, etc.) including, but not limited to advanced financial modeling, responding to requests for information, preparing cash flow analyses and other special projects, as assigned.

Boston, MA21 days ago

$23–$24 Per Hour

Keywords: entry level, bachelor’s degree, finance, investment operations analyst, investment accounting analyst, portfolio accounting analyst, portfolio operations analyst, trade operations. We are currently seeking candidates for multiple opportunities as an Investment Trade Operations Analyst at a global asset management company with a location in Downtown Boston, MA, 02110.

Boston, MA30+ days ago

$35–$45 Per Hour

Build and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or the financial services industry.

Boston, MA30+ days ago

$35–$45 Per Hour

Build and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments. Support the upkeep of securities data, including maintaining accurate security characteristics and market prices for reliable appraisal valuations and performance measurements.

Wellesley Hills, MA8 days ago

$58,800–$88,200 Per Year

Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.

Cambridge, MA30+ days ago

Manages 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. E-Verify is an Internet based system operated by the Department of Homeland Security in partnership with the Social Security Administration that allows participating employers to electronically verify the employment eligibility of all new hires in the United States.

Boston, MA30+ days ago

$30–$40 Per Hour

Responsibilities:Produce recurring client and marketing materials including institutional fact sheets, investment profiles, product summaries, client letters, and generic marketing presentations. Demonstrated ability to manage multiple concurrent assignments and consistently deliver high-quality work under strict, competing deadlines driven by clients, prospects, and consultants.

Boston, MA30+ days ago

$30–$40 Per Hour

The Investment Product Reporting Analyst will work collaboratively with Product Reporting and Client Operation teams and will produce, update, and maintain product-related marketing materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal candidate will have 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.

Wakefield, MA30+ days ago

Remote

$90,000–$95,000 Per Year

As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Quantitative Analyst to work as a member of the Quantitative Portfolio Management team to implement personalized direct indexing strategies, assist Portfolio Managers in the day-to-day management of portfolios, and support analytical and operational needs of the investment management team. In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.

Milford, Massachusetts30+ days ago

We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. Overview: The Principal Financial Analyst reports to the Director of Finance, Analytical Science Division Global FP&A, and will partner closely with the Commercial Excellence and Marketing organization to drive sustainable growth, commercial effectiveness, and ROI on strategic investments.

Boston, MA30+ days ago

Provide analytical support across the portfolio, particularly in the areas of:Monitoring and assessing existing portfolio investments including performance, risk/exposures and news flow across asset classes. Importantly, the generalist model is supported by a partnership culture in which the collective team engages in focused debates about investment opportunities both within asset classes and across the investment universe.

Boston, Massachusetts30+ days ago

$89,000–$121,000 Per Year

Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. Execute and manage core Operations Finance processes including project setup, reporting cycles, and forecasting support, with a focus on continuous improvement and supporting the transition of select activities to Global Business Services (GBS) to ensure efficient and seamless handoff.

Boston, Massachusetts30+ days ago

Responsibilities: As a Analyst within the Business Generation team with Hines, you will assist senior management with all aspects of the real estate investment lifecycle, including market research, financial underwriting, investment memos, debt / equity book creation, design and feasibility analysis of potential acquisition opportunities, and project management work on active developments. While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward.

Dedham, MA30+ days ago

$30–$40 Per Hour

The Cash Flow Analyst will serve as a central figure in the firm's operations team, overseeing the daily lifecycle of cash movements and maintaining liquidity precision across global portfolios. We are currently seeking candidates for a Cash Flow Analyst role with a highly successful investment management firm located in Dedham, MA.

Boston, MA30+ days ago

$30–$40 Per Hour

The ideal candidate will have 2+ years of experience in mutual fund accounting and/or reporting within the financial services or asset management industry, with fixed income experience strongly preferred. We are currently seeking candidates for a Client Reporting Analyst – Fixed Income role with a global asset management firm based in Boston, MA.

Boston, MA30+ days ago

$89,000–$121,000 Per Year

Newton, Massachusetts30+ days ago

$65,000–$85,000 Per Year

RMR has been recognized by The Boston Globe as a “Top Place to Work”, by the Environmental Protection Agency (EPA) as an “ENERGY STAR Partner of the Year” and ranked by the Building Owners and Managers Association (BOMA) as having one of the highest number of BOMA 360 designated properties in its portfolio. RMR’s vertical integration is strengthened by nearly 900 real estate professionals in more than 30 offices nationwide who manage approximately $40 billion in assets under management and leverage more than 35 years of institutional experience in buying, selling, financing and operating CRE.

Woburn, MA30+ days ago

Full-time

We are seeking an EDM Reporting Analyst with demonstrated experience working with banking or financial services data who excels at clear communication and can deliver accurate, reliable reporting and insights. Enterprise Data Management (EDM) operates as an enterprise‑wide, service‑oriented group, partnering with teams across the bank to deliver trusted reporting, analytics, and data solutions.

New!

Quincy, MA3 days ago

$92,640–$138,960 Per Year

Ahold Delhaize USA, a division of global food retailer Ahold Delhaize, is part of the U.S. family of brands, which includes five leading omnichannel grocery brands - Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. The Analyst IV, Business performs business requirements gathering, process analysis, and documentation to support enhancements and solutions that address defined business needs.

Somerville, MA30+ days ago

$105,000–$130,000 Per Year

Hands-on experience with gross margin analysis, cost modeling, or pricing strategy — ideally for a multi-product hardware business with both capital equipment and recurring consumables/services revenue. Demonstrated experience in a hardware-oriented company (e.g., 3D printing, robotics, semiconductors, consumer electronics, industrial equipment, medical devices), with a working understanding of physical product economics: BOM, COGS, tooling, and NPI cycles.

Wakefield, MA30+ days ago

$70,000–$85,000 Per Year

The role requires daily processing, issue investigation, and proactive communication with brokers, custodians, portfolio managers, and internal operations and technology teams to maintain accurate fixed income workflows, strong operational controls, and high-quality client service. Vestmark's Outsourced Services (VOS) team is seeking a Fixed Income Operations Analyst with strong experience in fixed income products, trade workflows, and settlement processes to support our Outsourced Service Clients in Wakefield, MA.

Milford, Massachusetts30+ days ago

We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. This role will work closely with the Finance Director and cross-functional teams to provide financial insights, drive integration efforts, and support transformation projects that enhance operational efficiency and long-term value creation.

Peabody, MA30+ days ago

Full-time

Creates content and sales support material that may include brochures, project descriptions, case studies, data sheets, web copy, line cards, posters, banners, videos, and all other forms of content that are relevant to the industry. The Marketing Communications Analyst will help to enable and implement marketing and communications initiatives and corresponding tactical plan that supports the business objectives of the AMETEK TMC businesses.

Cumberland, Rhode Island30+ days ago

Overview: The Rhode Island Energy Gas Supply Planning Analyst position will report to the Manager of Gas Supply Planning & Analytics and is responsible for executing the necessary procurement and supply related transactions in accordance with approved Gas Supply department policies and procedures. The Gas Supply Planning Analyst will lead and manage various data analysis to support the assessment and evaluation of potential commercial transactions associated with gas supply procurement and portfolio optimization strategies to ensure reliable, least cost service to customers.

Woburn, MA30+ days ago

The Collections Analyst supports the Accounts Receivable team by reconciling and reducing receivable balances, maintaining accurate documentation, and assisting with internal workflows and customer communications. The company manages over 180,000 communication sites worldwide, including nearly 41,000 properties in the United States and approximately 139,000 internationally.

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Boston, MA3 days ago

$80,000–$130,000 Per Year

KKR Global Wealth Solutions ("GWS") provides high-quality alternative investment solutions designed to meet the needs of eligible individual investors by offering access to a broad platform of private market strategies managed by KKR's experienced investment teams. This individual will partner closely with GWS Sales, Product Strategy, Marketing, Legal and other regional Compliance teams, and will work collaboratively with global colleagues in EMEA and APAC to ensure consistency and alignment across jurisdictions.

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Tewksbury, MA3 days ago

Program Management & Financial Support: Manage cost and schedule integration, manpower forecasts, Budget Change Requests (BCRs), monthly Latest Revised Estimates (LREs), Estimates at Completion (EACs), and support on external USG financial CDRLs (e.g. Reporting to the Poland Patriot Business Manager, you will collaborate with Program Management, Operations, Engineering, Global Supply Chain, and Polska IOT partners to ensure financial integrity, Earned Value compliance, and execution excellence.

Boston, Massachusetts19 days ago

Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. We provide value across the entire project lifecycle through our core construction management services and complementary business lines in real estate investment, design, self-perform construction, and technology start-up investment (Suffolk Technologies).

Boston, MA8 days ago

$95,000–$110,000 Per Year

Rue Gilt Groupe is committed to providing Associates with equal pay for equal work and carefully considers a wide range of compensation factors, including but not limited to, prior experience, education, certification(s), license(s), skills and expertise, location, internal equity, and other factors that are job related and consistent with business need. Our model defined the online treasure hunt through its daily sale events allowing our customers to discover over 5,000 premium and luxury brands at prices up to 70% off full-price retail.

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Newton, Massachusetts3 days ago

$92,000–$112,000 Per Year

The individual will collaborate with cross functional teams of Asset Management, Capital, Accounting, Information Technology and Investor Relations to integrate real estate strategies with data analytics to maintain data governance oversight, data integrity management and support ongoing operations of a national portfolio of senior living and hotel properties. RMR has been recognized by The Boston Globe as a “Top Place to Work”, by the Environmental Protection Agency (EPA) as an “ENERGY STAR Partner of the Year” and ranked by the Building Owners and Managers Association (BOMA) as having one of the highest number of BOMA 360 designated properties in its portfolio.

Boston, MA30+ days ago

Full-time

The Analyst will also collaborate with business users and functional support analysts to understand requirements, troubleshoot issues, and deliver reliable system enhancements. Whether you're just starting your career or looking to take it to the next level, we offer custom training programs, mentorship, and a supportive environment to help you achieve your goals.

Boston, MA9 days ago

$80,000–$90,500 Per Year

Competitive Intelligence: The Competitive Intelligence team is responsible for gathering data on Wayfair’s competitors, and leveraging it to meet business goals by evaluating market share, optimizing our competitor web page crawling, and testing novel ways to seek out new competitor data. Curation, Brands, & Stores Analytics: The Curation, Brands, & Stores Analytics team is the centralized analytics group covering all brands and channels with the goal of giving our curation teams the tools, reporting, and insights to drive excellent customer outcomes, to put the best items in front of customers, and to merchandise those items perfectly.

North Reading, MA30 days ago

$50,000–$79,900 Per Year

This role will play a key role in monthly and quarterly close activities, balance sheet reconciliations, general ledger accounting, and process improvement initiatives, while partnering closely with FP&A and business stakeholders. ATTENTION APPLICANTS WITH DISABILITIES: If you’re unable to access our on-line application due to a disability you may visit one of our locations or our Corporate Office at 600 Riverpark Drive, North Reading, MA and request a paper application form.

Boston, MA10 days ago

$85,000–$104,000 Per Year

You will also contribute to continuous improvement in Claims by supporting Quality Assurance / Regional Audit processes, ensuring mitigation of indemnity and expense exposure while communicating developments and outcomes as necessary to all key internal and external stakeholders. In addition, we’re proud to offer a range of competitive benefits, a summary of which can be viewed here:2026 Benefits Overview. #claims #claimsmanagement #arbitration #litigation #negotiation #complexclaims #financiallines #investigations.

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Burlington, MA3 days ago

With strong analytical capability and a solid understanding of end-to-end supply chain processes, the Senior Supply Chain Analyst provides visibility to operational performance, identifies risks and opportunities, and contributes to continuous improvement efforts across the planning ecosystem. The Senior Supply Chain Analyst plays a key role within the Coffee Business Unit by delivering high-quality analysis, reporting, and cross-functional support that improves shipment performance, production planning, and supply chain execution.

Milford, Massachusetts30+ days ago

Responsibilities: Lead or support margin expansion and operational excellence initiatives across all four commercial divisions, setting targets, tracking progress, and course-correcting to achieve the $200M+ EBIT improvement target while protecting and accelerating operational improvements during integration of acquired businesses. Partner across the Service Excellence leadership team (Revenue, Delivery, Systems & Technology, Analytics) to ensure operational initiatives are revenue-aligned, technology-enabled, and data-supported, with particular focus on ensuring integration transitions strengthen rather than disrupt operational performance.

New!

Quincy, MA6 days ago

$72,880–$109,320 Per Year

Ahold Delhaize USA, a division of global food retailer Ahold Delhaize, is part of the U.S. family of brands, which includes five leading omnichannel grocery brands - Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Participate "])self.__next_f.push([1,"in maintenance and improvement of customer databases by sharing data QC responsibilities and providing reporting and data feed support to the customer database vendor .

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Tewksbury, MA3 days ago

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Portfolio Analyst Jobs in Winthrop, MA

Treasury and Investment Analyst III GCR Professional Services

Business Program Manager (BFSI) Mindlance

Financial Analyst - SAP Company Confidential

Portfolio Accounting Analyst Daley and Associates

Senior Analyst, Support Portfolio, Gas Supply Eversource

Portfolio Operations Analyst Longfellow Investment Management Co

Senior Analyst, Product Portfolio Marketing - Dynamic Yield MasterCard

AVP, Portfolio Accounting Income Research Management

Senior Portfolio Associate, 55IP JPMorgan Chase Bank, N.A.

Portfolio Manager-Investment Management Group Rockland Trust

Commercial Portfolio Manager: Non-Profit Lending Specialist III First Citizens Bank

Project and Portfolio Lead, Discovery IT, Global R&D IT Lancesoft

Investments Analyst WS Development

Investment Trade Operations Analyst Daley and Associates

Investment Operations Analyst Daley and Associates

Senior Investment Operations Analyst – Reconciliations & Trade Support Daley and Associates

Renewal Portfolio Manager Sun Life Financial

Associate Director, Discovery IT Portfolio Lead Eisai

Fixed Income Reporting Analyst Daley and Associates

Investment Product Reporting Analyst Daley and Associates

Quantitative Analyst Vestmark, Inc.

Principal Financial Analyst Waters Corporation

Analyst - Generalist Team Harvard Management Company

Finance Analyst – Process Excellence & Analytics Suffolk Construction Company, Inc.

Analyst - Development/Acquisitions Hines

Cash Flow Analyst Daley and Associates

Client Reporting Analyst - Fixed Income Daley and Associates

Finance Analyst – Process Excellence & Analytics UNAVAILABLE

Staff, Lease Administration Analyst The RMR Group

Reporting Analyst Northern Bank

Resource Planning and Management Analyst Peapod Digital Labs

FP&A Senior Analyst Formlabs

Fixed Income Operations Analyst Vestmark, Inc.

Senior Financial Analyst - Strategy & Integration, Global Operations Waters Corporation

Marketing Communications Analyst AMETEK, Inc

Gas Supply Planning Analyst Rhode Island Energy

Collections Analyst GTT

Global Wealth Solutions "GWS" Americas Compliance - Senior Analyst/Associate kkr

Principal Program Controls Analyst (P3) RTX

Construction Planning Analyst Suffolk Construction Company, Inc.

Sr. Analyst Growth Marketing Rue Gilt Groupe

Analyst, Business Intelligence The RMR Group

ERP Programmer/Analyst Flow Control Group

Commercial Analyst Wayfair

Accounting Analyst (Teradyne, N. Reading MA) Teradyne

Claim Analyst IV, Lex Pro American International Group

Sr Supply Chain Analyst Keurig Dr Pepper

Sr Principal, Business Process Analyst (Service Delivery Excellence) Waters Corporation

Marketing Analyst Peapod Digital Labs

Principal Program Controls Analyst (P3) Raytheon Technologies

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