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Portfolio Operations Associate
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Portfolio Associate, Shared Services
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TSNE Boston, United StatesJob Description · Overview · TSNE ) is working to build to a more just, equitable society. We do this by providing capacity building services, consulting and training services, and operational support for hundreds of nonprofits, foundations, community-based groups, and others wor ...
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Portfolio Associate, Shared Services
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Portfolio Analyst, Senior Associate
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Selby Jennings Boston, United States Full timeOverview: · I'm working with a client of mine who's looking to add an associate to their Portfolio Management- Special Situation group. The Portfolio Group works side-by-side with Special Situations leadership and deal teams to provide extensive support, whenever and wherever nee ...
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Vertex Pharmaceuticals Boston, MA, United StatesPortfolio and Program Management, Associate Director - Cystic Fibrosis page is loaded · Portfolio and Program Management, Associate Director - Cystic Fibrosis · Apply locations Boston, MA time type Full time posted on Posted 30+ Days Ago job requisition id REQ-20178 Job Descri ...
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Vertex Boston, United States Full timeJob Description · General Summary: · The Associate Director (AD) of Portfolio and Program Management (PPM) sits within the COO's organization at Vertex and leads assets from development through commercialization. In this role, the AD will partner with program leads and cross-func ...
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Portfolio Ops Summer Associate '24
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Cornerstone OnDemand Boston, United StatesAssociate Director, Portfolio Revenue Analytics · About the role... · Cornerstone is seeking for a self-motivated, numbers-driven, and confident Associate Director, Revenue Analytics to join a fast-growing collaborative team. Instrumental to the success of our revenue growth, the ...
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Head of Sii Data Strategy
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Cambridge Associates LLC Boston, United States**Firm Overview*** · Cambridge Associates is a leading global investment firm and aim to help endowments & foundations, pension plans, and high net worth private clients implement and manage custom investment portfolios that generate outperformance and enable them to maximize the ...
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Compensation Director
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Cambridge Associates LLC Boston, United States**Firm Overview*** · Cambridge Associates is a leading global investment firm and aim to help endowments & foundations, pension plans, and high net worth private clients implement and manage custom investment portfolios that generate outperformance and enable them to maximize the ...
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Analyst, Clo Portfolio Services
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Principal, Real Assets
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Fidelity Investments Boston, United States**The Role** · Devonshire Investors is a private investment firm affiliated with FMR LLC, the parent company of Fidelity Investments. Headquartered in Boston, Devonshire manages investments on behalf of FMR and its shareholders in businesses outside of the financial services indu ...
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Bar Attendant
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Marriott International, Inc Boston, United States**Additional Information** Seasonal · **Job Number** · **Job Category** Food and Beverage & Culinary · **Location** Boston Marriott Long Wharf, 296 State Street, Boston, Massachusetts, United States VIEW ON MAP · **Schedule** Full-Time · **Located Remotely?** N · **Relocation?** ...
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Bellperson
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Marriott International, Inc Boston, United States**Additional Information** Seasonal · **Job Number** · **Job Category** Rooms & Guest Services Operations · **Location** Boston Marriott Copley Place, 110 Huntington Avenue, Boston, Massachusetts, United States VIEW ON MAP · **Schedule** Full-Time · **Located Remotely?** N · **R ...
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Property Manager
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Urban Property Management Boston, United States**Property Management, Portfolio Manager** · **Urban Property Management Corp., Boston, MA** · Urban Property Management Corp., a full-service property management firm founded in 1983 and focusing exclusively on the management of condominium communities, seeks a seasoned Portfoli ...
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Relationship Manager
3 days ago
Cambridge Trust Company Boston, United States**Summary**: · Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts. · **Responsibilities**: · - Manages assigned client rela ...
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Financial Analyst
4 days ago
Fidelity Investments Boston, United States**The Financial Analyst role is a member of the **Fidelity Wealth (FW), Wealth Solutions Finance **team and will report directly to the Finance VP and will be a lead analyst supporting business needs. The primary objective of the role will be to work within a team as we support s ...
Client/ Portfolio Associate - Boston, United States - Fanning Personnel
Description
Client/ Portfolio Associate opening located at a wealth management firm in Boston
I'm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms 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, a wealth management firm in Boston, is seeking a Client/ Portfolio Associate. This is an impactful, multi- discipline role which will enable the selected individual to maintain continual interaction with multiple firm departments during the execution of duties. The duties assigned to this position include compliance functions, as well as client/ performance reporting, maintaining client databases, preparing client materials for meetings/ portfolio reviews, performing ongoing portfolio maintenance such as executing and monitoring portfolio transactions, addressing client/ portfolio inquires, etc.
With that being said, this role is a FANTASTIC opportunity for a candidate who offers 2-6 years of experience working at a wealth management or asset management firm in support of a private wealth and/or institutional client base. Direct compliance experience of some sort is a plus.
Compensation includes a base salary in the $78K- $90K 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 -
Adam Cordeiro
Senior Recruiter
Fanning, a division of Masis Staffing Solutions, LLC