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Boston Partners
Boston, MA, United States
Position:Portfolio Operations Analyst Department: Investment Operations Report to:Head of Investment Operations Company Summary: Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service.The organization is a premier provider of value equity investment products that are fir
Job Source: Boston PartnersNexamp
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 ManagersNatixis 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 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 IncorporatedM33 Growth
Boston, MA, United States
About M33 Change the healthcare and software landscape and come join our fast-growing venture and growth-stage investment firm. Founded by veterans of renowned investment firms with considerable operational experience, our Boston-based firm seeks to invest in high-potential companies in the software, healthcare, and services sectors throughout Nort
Job Source: M33 GrowthMan Group plc
Boston, MA, United States
Purpose of the role The Analyst role spans a broad spectrum of research, investment, and technical tasks as part of the investments team. The Analyst is expected to support all strategies from alpha generation through to implementation and work closely with other teams to create new and support existing strategies by identifying new investment ide
Job Source: Man Group plcCharles Schwab
Boston, MA, United States
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Investment Guidelines Oversight Manager will be part of Schwab Asset Management (SAM). The overall SAM team is passionately c
Job Source: Charles SchwabBoston, MA, United States
Portfolio Operations Analyst opening; RIA with offices in Greater Boston and the South Shore
I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms located in and around Boston with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.
I’m writing to inform you that one of my client companies, an RIA with offices in Greater Boston and the South Shore which services a private wealth client base, is seeking a Portfolio Operations Analyst. Working closely with the firm’s Traders, this individual will perform an array of portfolio administration duties including executing portfolio transactions/ account transfers, portfolio cash management, account reconciliations, portfolio/ performance reporting, etc.
This role is a FANTASTIC opportunity for an individual who offers 2-5 years of experience performing the duties described above using the Tamarac platform.
Compensation includes a base salary in the $70K- $85K range, depending on experience, plus bonus and a full suite of benefits.
If you are qualified and interested in pursuing this role, please send your updated resume to [email protected]
Best,
Adam
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Email Alert for Portfolio Operations Analyst jobs in Boston, MA, United States
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