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HarbourVest Partners
Boston, MA, United States
Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and
Job Source: HarbourVest PartnersCFA Institute
Boston, MA, United States
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative cultur
Job Source: CFA InstituteFanning Personnel
Boston, MA, United States
Boston-based investment manager is seeking an individual to join their firm as a Senior Portfolio Accounting Analyst. The member of this firm's team will be responsible for investment valuations, accounting, NAV calculations, and partner income allocation for multiple partnerships. The Senior Portfolio Accounting Analyst will have strong accounting
Job Source: Fanning PersonnelNatixis Investment Managers
Boston, MA, United States
Overview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments,
Job Source: Natixis Investment ManagersNexamp
Boston, MA, United States
Do you want to be a part of the clean energy movement? Are you passionate about improving our environment for this generation and those to follow? Are you ready to take on new challenges and collaborate with a future-focused team leading the way into new markets? Join Nexamp! This is where you can learn from industry leaders and become one yoursel
Job Source: NexampNatixis Investment Managers
Boston, MA, United States
Description Overview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, inve
Job Source: Natixis Investment ManagersBrown Advisory Incorporated
Boston, MA, United States
About Art Bridges Art Bridges Foundation is the vision of philanthropist and arts patron Alice Walton. Since 2017, Art Bridges has created and supported projects that bring outstanding works of American art out of storage and into communities. Art Bridges partners with a growing network of over 200 museums of all sizes and locations on nearly 800
Job Source: Brown Advisory IncorporatedBNY Mellon
Boston, MA, United States
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world
Job Source: BNY MellonBoston, MA, United States
As a Portfolio Analyst on the Tax Exempt Fixed Income team, you will contribute to the management of a wide range of fixed income investment vehicles, including retail mutual funds, ETFs, and separately managed accounts. Responsibilities include performing data analysis on performance, risk, market dynamics & opportunities, and providing a bridge between research and portfolio construction. Key Responsibilities
What We’re Looking For:
This role requires somebody who wants to go above and beyond and thrives in a dynamic environment. You will work closely with several portfolio managers, traders, and research analysts on short-term and long-term projects to ensure superior performance for our clients. To be most successful, you will need to blend curiosity, flexibility, and precision.
What You’ll Do:
Manage fundamental aspects of portfolio monitoring, such as drivers of performance, reporting, and risk monitoring.
Work with a broad set of partners to ensure portfolios operate smoothly and within guidelines.
Contribute to building portfolios by working with data, creating operational processes, and evaluating investment ideas.
Work with the municipal research data analytics team to build and refine tools that help drive portfolio performance through security selection.
Develop monitors, reports, and presentations for portfolio management, research, internal partners, and clients.
Become knowledgeable & proficient in several data and investment systems, such as Bloomberg and BlackRock Solutions.
What You’ll Like About This Role:
Opportunity to gain in-depth exposure to fixed income investing.
Opportunities to collaborate with fundamental research analysts and portfolio managers across the organization to exchange ideas, communicate insights, and broaden your expertise.
Making an impactful contribution to the success of the team and helping clients to achieve their investment goals
Structured mentoring and career progression
Work-life balance
Competitive base salary plus an attractive yearly performance driven bonus
Access to robust healthcare coverage
Retirement saving plan with a company match
An organization with steadfast commitment to diversity and inclusion
A working climate that values and supports different perspectives and culture
Required Qualifications:
Bachelor’s degree or equivalent work experience
Strong interpersonal skills with the ability to interface with multiple teams and individuals at various levels.
Ability to combine superior problem-solving and analytical skills with effective communication of data-supported ideas.
Demonstrated interest in financial markets and concepts.
Technological aptitude with Microsoft Office, programming languages, and an ability to quickly learn specialized investment systems.
Proven intellectual curiosity
Attention to detail, accuracy, and timeliness, and a cooperative can-do attitude
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time Exempt/Non-Exempt
Exempt Job Family Group
Investment Management Line of Business
AMINV US Asset Management
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Email Alert for Senior Portfolio Analyst jobs in Boston, MA, United States
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