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Threadneedle group
Boston, 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 b
Job Source: Threadneedle groupWellington Management
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 cult
Job Source: Wellington ManagementFanning 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 PersonnelNexamp
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 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
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 innovative thinking.In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.As a member of the Portfolio Analytics Group the principal job function of the Senior Portfolio Data Analyst is to assist in data capture and review of data regarding primary and secondary investments. The ideal candidate is someone who is: Consummate teammate
Possesses effective communication skills
Ability to build connections within and across teams
Exhibits excellent multitasking abilities and situational adaptability
Takes initiative to find opportunities and mitigate risk
What you will do: Accountable for daily task completion within task management tool
Will provide data entry coverage to ensure deadlines are met
Track and/or review capital calls, distributions and confidential underlying company data including IPOs, M&A and company metrics
Foster inclusive environment and may start building partnerships across departments and geographies
Prepare information for internal and external requests, as needed
Supports the onboarding and training of new hires
Maintain accurate information across systems
And other responsibilities as required
What you bring: Operates with an outstanding level of attention to detail and willingness to proactively solution risks in data quality
Capable of balancing multiple projects simultaneously and prioritizing effectively
Has passion for the mission of the company and its diverse, equitable and inclusive culture
Excellent written and verbal communication skills
Punctuality in meeting deadlines
Familiarity with financial documents and concepts
Excellent organizational ability
Education Preferred Bachelor Degree
Experience 2-4 Years of experience
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Email Alert for Senior Portfolio Data Analyst jobs in Boston, MA, United States
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