Jobs
>
Boston

    Portfolio Analyst, Senior Associate - Boston, United States - State Street

    State Street
    State Street Boston, United States

    2 weeks ago

    Default job background
    Full time
    Description

    Who we are looking for

    Senior Portfolio Administrators assist the Portfolio Administration Manager with the operational duties for an investment strategy.

    What you will be responsible for

    • Act as first point of escalation for internal groups including other operational groups, Portfolio Management, Relationship Management, Performance Measurement Group, Compliance and Custodian for portfolios within an investment strategy group
    • Responsible for the reconciliation and outstanding exceptions associated to the employee's allocated workload. Assist manager with the oversight of exception resolution for the team.
    • Coordinate timely responses to internal and external inquiries across multiple operational groups; analyze root cause of inquiries for process improvement suggestions
    • Monitor daily operational activities and implement controls and procedures for all portfolios within an investment strategy group
    • Train and motivate Portfolio Analysts so that they meet or exceed their goals and objectives
    • Provide daily process coverage in the absence of Portfolio Analysts

    Education & Preferred Qualifications

    • BA/BS in business related fields
    • 3 or more years of Investment Management and/or Fund Accounting experience
    • Strong written and verbal communication skills
    • Proficient with Microsoft Office and accounting platforms
    • Ability to work in a fast paced environment while managing multiple tasks
    • Ability to work independently while also thriving in a team environment

    About State Street

    What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

    Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

    Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

    State Street is an equal opportunity and affirmative action employer.

    Salary Range:

    $52,000 - $75,400 Annual

    The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

    For further information, and to apply, please visit our website via the "Apply" button below.

  • Santander Holdings USA Inc

    Consumer Compliance Senior Internal Audit Associate

    1 week ago

    Santander Holdings USA Inc Boston, United States Full time

    Consumer Compliance Senior Internal Audit AssociateBoston, United States of AmericaThe primary function of the Senior Audit Associate is to lead audit engagements and other associated audit activities with limited supervision, demonstrating a solid understanding of the business. ...

  • Berkeley Research Group, LLC

    Senior Associate

    3 weeks ago

    Berkeley Research Group, LLC Boston, MA, United States

    Description · Position at Berkeley Research Group, LLC BRG Corporate Finance is a leader in providing multidisciplinary services to lenders, companies, investors, and attorneys. BRG professionals have advised in some of the most complex corporate domestic and international matte ...

  • Haley & Aldrich

    Senior Associate

    3 weeks ago

    Haley & Aldrich Boston, United States

    · At Haley & Aldrich , a 900+ person national engineering and environmental consulting firm, our creative, technically strong staff work collaboratively to deliver exceptional value to clients. We look for professionals with a passion for solving complex challenges and for crea ...

  • Segal

    Senior Associate

    2 weeks ago

    Segal Boston, MA, United States

    For nearly 80 years, Segal has been providing employee benefits, retirement plan investment advisory and human resources consulting for multiemployer trust funds, corporations and public sector organizations. Segal is an independent, privately and employee-owned firm. Our indepen ...

  • Berkeley Research

    Senior Associate

    1 week ago

    Berkeley Research Boston, United States

    Description · Position at Berkeley Research Group, LLC The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of tr ...

  • Shine Associates, LLC

    Associate/Senior Associate, Acquisitions

    1 week ago

    Shine Associates, LLC Boston, United States

    Job Description · Job DescriptionPOSITION SPECIFICATION · ASSOCIATE/SENIOR ASSOCIATE, ACQUISITIONS · Shine Associates, LLC has been retained to search, identify and recruit an Associate/Senior Associate, Acquisitions on behalf of our client ('Company'). This person will report di ...

  • Generation Bio Co.

    Senior Associate

    1 week ago

    Generation Bio Co. Cambridge, United States

    Generation Bio is innovating genetic medicines to provide durable, redosable treatments for people living with rare and prevalent diseases. The company's non-viral platform incorporates a novel DNA construct called closed-ended DNA, or ceDNA; a unique cell-targeted lipid nanopart ...

  • Harvard University

    Senior IT Associate

    2 weeks ago

    Harvard University Cambridge, United States

    64931BRAuto req ID:64931BRJob Code:405016 IT Help/Support (N) Department Office Location:USA - MA - Boston Business Title:Senior IT AssociateSub-Unit: Salary Grade ) :056Time Status:Full-time Union:55 - Hvd Union Cler & Tech Workers Basic Qualifications:Education: · College degre ...

  • Harvard University

    Senior IT Associate

    2 weeks ago

    Harvard University Cambridge, United States

    64931BRAuto req ID:64931BRJob Code:405016 IT Help/Support (N) Department Office Location:USA - MA - Boston Business Title:Senior IT AssociateSub-Unit: Salary Grade ) :056Time Status:Full-time Union:55 - Hvd Union Cler & Tech Workers Basic Qualifications:Education: · College degre ...

  • Lumanity

    Senior Research Associate

    2 days ago

    Lumanity Boston, Massachusetts, United States Permanent

    Overview / About us: · Lumanity is dedicated to improving patient health by accelerating and optimizing access to medical advances. We partner with life sciences companies around the world to generate evidence to demonstrate the value of their product, translate the science and d ...

  • Project Bread

    Senior Program Associate

    4 days ago

    Project Bread East Boston, United States

    Note: We are not currently reviewing new applications for this position. Please submit your application if you would like to be considered in the event that we re-open the candidate pool. · Project Bread connects people and communities in Massachusetts to reliable sources of foo ...

  • Visiting Angels - Boston

    Senior Homecare Associate

    1 week ago

    Visiting Angels - Boston Boston, United States

    Job Description · Job DescriptionBeing a Senior Homecare Associate can be a demanding job that requires compassion, patience, and sometimes the willingness to work nights or weekends. However, it's one of the most important jobs in society, and here at Visiting Angels of Boston w ...

  • Wayfair

    Senior Associate, Scheduling

    1 week ago

    Wayfair Boston, United States

    The Wayfair Workforce Management team is responsible for staffing, scheduling and monitoring Wayfair's Customer Service departments performance and reporting on any deviations to plan that may impact the customer experience. Our ongoing goal is to craft the most efficient operati ...

  • Selby Jennings

    Senior Operations Associate

    6 days ago

    Selby Jennings Boston, United States

    My client, a leading private Investment Management firm, is seeking an individual Senior Operations Associate to join their team. This individual will join a team that is designed to ensure the complexity, diversity, and size of the internal investor relations and its portfolios ...

  • The Gagnon Group LLC

    Tax Senior Associate

    2 weeks ago

    The Gagnon Group LLC Boston, United States

    Job Description · Job DescriptionDescription:Tax Senior Associate, (Boston, MA, Hoboken, NJ) – FandlGagnon, LLC has an immediate opening for a senior associate level position with two to five years of experience to focus on federal and state income tax, sales and use tax and pro ...

  • G2 Capital Advisors

    Senior Talent Associate

    2 days ago

    G2 Capital Advisors Boston, United States

    Job Description · Job DescriptionSalary: · About G2 Capital Advisors · G2 Capital Advisors ) is a multi-product and sector-focused investment bank. G2 was formed on the premise that lower middle market advisory firms could do more to help clients navigate operational or financi ...

  • MaestroFS

    Senior Accounting Associate

    1 week ago

    MaestroFS Boston, United States

    Job Description · Job DescriptionCompany Overview-Maestro Financial Solutions has rebranded as Trove. Check out for more information. · Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their o ...

  • Liberty Personnel Services, Inc.

    Senior Accounting Associate

    1 week ago

    Liberty Personnel Services, Inc. Boston, United States

    Summary:Are you looking to accelerate your career faster than any traditional BIG4 or Top Tier public accounting firm?Are you looking for an industry alternative?Are you looking to cut down your billable hours?Liberty Personnel might have the right opportunity for youThis role wi ...

  • BOSTON TRUST WALDEN COMPANY

    Senior ESG Associate

    4 days ago

    BOSTON TRUST WALDEN COMPANY Boston, United States

    Job Description · Job DescriptionBoston Trust Walden Company Overview · Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $15.7 bill ...

  • CohnReznick

    Tax Senior Associate

    1 week ago

    CohnReznick Boston, United States

    Opportunity ID · 7331 · Department(s) · 1 · TaxLocation(s) · 1 · Los AngelesFunction · 1 · TaxAs CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Ta ...