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Keywords: Client Portfolio Analyst, Location: Boston, MA

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Client Portfolio Analyst

The scope of the Client Portfolio Analyst role is supporting investment strategies delivered in partnership with the... remains competitively positioned. The scope of the Client Portfolio Analyst role is supporting investment strategies delivered...

Location: Boston, MA
Posted Date: 11 Oct 2025

Portfolio Analyst

Portfolio Analyst 55ip's Quantitative Research & Development (R&D) team is seeking a dedicated professional... and portfolio data, with the ability to analyze and investigate investment outcomes. This role requires ensuring that portfolios...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 13 Oct 2025
Salary: $150000 - 224000 per year

Multi-Asset Portfolio Analyst

that aligns our perspectives with those of our clients. About the Role OVERVIEW We are seeking a Portfolio Analyst... across client portfolios. ·Monitoring cash and equitization, analyzing portfolio exposures, dispersion monitoring and account...

Location: Boston, MA
Posted Date: 03 Oct 2025
Salary: $80000 per year

Associate, Portfolio Analyst

Associate, Portfolio Analyst At BNY, our culture allows us to run our company better and enables employees' growth..., one of the world's largest investment managers. We're seeking a future team member for the role of Portfolio Analyst at Associate...

Company: BNY Mellon
Location: Boston, MA
Posted Date: 28 Sep 2025

Portfolio Analyst

Job Category: Portfolio Management Job Description: Portfolio Analyst 55ip's Quantitative Research & Development... will possess a strong understanding of market and portfolio data, with the ability to analyze and investigate investment outcomes...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 12 Sep 2025

Portfolio Analyst

An established full-service wealth management firm with over $1B in AUM seeks a client-facing Analyst to support the... portfolio management responsibilities and advance to a lead role in individual client relationships. Responsibilities...

Company: BCI
Location: Boston, MA
Posted Date: 08 Aug 2025

PWM Client Relationship Analyst

relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm... workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Client Relationship Analyst Job Description Preparing and submitting...

Company: Morgan Stanley
Location: Boston, MA
Posted Date: 21 Aug 2025

Senior Client Operations & LPM Analyst

senior analyst is to drive profitable matter management and effective client relationship management through a focus... Client Operations Services & LPM (Legal Project Management) team thrives on these changes, residing at the intersection...

Company: Ropes & Gray
Location: Boston, MA
Posted Date: 31 Jul 2025
Salary: $107100 - 163350 per year

Portfolio Construction and Risk Strategist

Construction Analyst to work with the Portfolio Architecture team within Global Risk and Analytics (GRA). The Analyst... for portfolio construction. The Analyst is expected to become an expert in quantitative techniques, reading research literature...

Location: Boston, MA
Posted Date: 09 Aug 2025
Salary: $80000 per year

Investment Analyst

contributes to client growth and retention by assessing business opportunities and leading business planning, developing new... that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues...

Location: Boston, MA
Posted Date: 11 Oct 2025
Salary: $65000 per year

2026 Commercial Banking Development Program - Credit Analyst - Boston, MA - Sponsor Finance

Job Title: 2026 Commercial Banking Development Program - Credit Analyst - Boston, MA - Sponsor Finance Location...: Boston What you'll do: As a Credit Analyst you'll be primarily responsible to spread, manage and maintain financial...

Location: Boston, MA
Posted Date: 10 Oct 2025

Fixed Income Credit Analyst, Commercial Mortgage-Backed Securities (CMBS)

a Fixed Income Credit Analyst (Analyst) to join our Structured Finance Research Team. This individual will be one of two... that is currently responsible for $54 billion in assets. As part of the Structured Finance Research Team, the Analyst will be fully...

Location: Boston, MA
Posted Date: 09 Oct 2025

2026 Commercial Banking Development Program - Credit Analyst - Boston, MA - Sponsor Finance

Job Title: 2026 Commercial Banking Development Program - Credit Analyst - Boston, MA - Sponsor Finance Location...: Boston What you'll do: As a Credit Analyst you'll be primarily responsible to spread, manage and maintain financial...

Location: Boston, MA
Posted Date: 09 Oct 2025

Fixed Income Investment Analyst

of the investment team, the Client Group and other functional areas. QUALIFICATIONS The Investment Analyst role is multi... client growth by leading business planning, developing investment solutions, crafting differentiated product messaging...

Location: Boston, MA
Posted Date: 02 Oct 2025
Salary: $65000 per year

Investment Data Analyst

in the office. The Investment Data Analyst will collaborate with the Investment Function to manage the data... that is critical to the investment process, and envision a data strategy that supports the complexity of client solutions and enables...

Company: Marsh McLennan
Location: Boston, MA
Posted Date: 27 Sep 2025

Finance Operate - Master Business Analyst (Manager)

for this role ends on 10/31/25. Work you'll do As Master Business Analyst within Deloitte's Finance Operate offering... solutions that transform the finance function for our clients. You will work at the intersection of product development, client...

Company: Deloitte
Location: Boston, MA
Posted Date: 25 Sep 2025

Institutional Analyst - Equities

an Institutional Portfolio Analyst who will be focused on equities. Reporting up through the RBC GAM US Distribution channel... senior equity Institutional Portfolio Managers (IPMs), but with potential to grow into an external client-facing investment...

Location: Boston, MA
Posted Date: 21 Sep 2025

Analyst- Strategy, Capital & Engagement - Liberty Mutual Investments

and coordinating stakeholder requests. Client Portfolio Management (CPM): Support the full lifecycle of CPM activities for Liberty..., and scale its returns on long-term flexible capital through a “one firm, one portfolio, one team” mindset. Our operating model...

Posted Date: 20 Sep 2025

Quant Operations Analyst

Job Category: Portfolio Management Job Description: Quant Operations Analyst Join Us at 55ip & Help the Wealth..., portfolio analytics, investment management, product operations, technology, trade operations, client services, model review...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 11 Sep 2025

Front Office Credit Risk Analyst, Assistant Vice President (Onsite)

Front Office Credit Risk Analyst, Assistant Vice President Location: Boston MA State Street Markets (“SSM... as the First Line of Defense across SSM’s business units, including Financing Solutions, FX Sales & Trading, Portfolio...

Company: State Street
Location: Boston, MA
Posted Date: 07 Sep 2025
Salary: $90000 - 142500 per year