Senior Associate, Portfolio Operations

Are you a driven, impact-oriented, socially conscious professional that thrives in an entrepreneurial environment? Do you want to work alongside thought leaders at a growing, world-class, mission-driven B Corp with a history of delivering strong investment performance and generating positive social and environmental impacts? Join us in making a positive impact.

The Role

Boston Common Asset Management (BCAM) is looking for a motivated Portfolio Operations Senior Associate to join our inclusive and collaborative team. The Senior Associate will report to BCAM’s Portfolio Operations Manager and will act as a support to the Operations team. They will be responsible for trade settlement and reconciliations, the quarterly reporting process, the account billing process, money movement, contributions, and client requests. This is a hybrid position requiring a minimum of 3 days per week in our Boston office.

Key Responsibilities

• Assist in the monitoring and processing of corporate actions, proxy voting setup, and class action settlements.
• Prioritize a varied and diverse set of tasks to set appropriate priority on both short and long-term goals.
• Support daily reconciliation process of cash, positions, and trade settlements in a multi-currency environment.
• Support the monthly and quarterly reporting cycle by generating reports and reviewing them for validity.
• Engage in daily communication with third-party administrators and custodians.
• Support the firm’s custody audit.
• Monitor and support the administrator/custodial relationship and subscriptions and redemptions for private commingled funds.
• Provide ad-hoc custom reports within Advent software.
• Ensure that account, trade, and pricing data are accurate in the accounting and trading systems.

Qualifications

The ideal candidate will have at least 3 years of experience working with international investments at an investment firm managing $3-6 Billion AUM with an operations and trading team of 5 or fewer people. However, all relevant experience demonstrating the skills listed will be considered. Ideally, the candidate will possess the following experience, qualities, and skills:

• Must be a team player who can also work autonomously and see tasks through to the finish.
• Detail-oriented with excellent organizational, multi-tasking, and prioritization skills.
• Knowledge of fixed income, domestic, and international equities.
• Ability to juggle many competing priorities while maintaining a positive and flexible attitude.
• Strong service orientation and proactive problem-solving skills.
• Proficiency with Microsoft Office and familiarity with SQL, SSRS reports, Salesforce, Bloomberg, and FactSet.
• Experience working with various client types, from high net worth to institutional.
• Outstanding interpersonal skills and communication skills with an upbeat, patient personality.
• Experience with Advent systems is required, including APX, REX, and MOXY.
• Demonstrates sound judgment.

Compensation

Compensation will depend on experience and qualifications. BCAM offers a comprehensive benefits package including:

• Flexible, hybrid work environment
• Medical and dental insurance with Health Savings Account contribution
• Competitive base salary with annual bonus potential
• 401K with employer contribution
• Weekly all-company lunches and daily access to organic produce and healthy snacks
• Paid parental leave
• Access to a state-of-the-art gym within the Boston office location
• Professional development opportunities and tuition reimbursement
• Paid service/volunteer days and the ability to designate one's own culturally- or religiously- important holidays

Commitment to Diversity, Equity, Inclusion, & Accessibility

BCAM is committed to fostering a diverse and inclusive work environment. Diversity enriches our culture, our work, and aligns with our community, organizational, and investment philosophy. Boston Common Asset Management is an Affirmative Action-Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, military/veteran status, sexual orientation, gender identity or expression, marital status, neurodiversity, genetic information, or any other protected status.

About Boston Common

Boston Common Asset Management BCAM is a diverse, women-led, sustainable investor and innovator dedicated to the pursuit of financial return and social change. An active, global equity ESG investment manager and a leader in impactful shareowner engagement since its founding in 2003, BCAM is majority women- and employee-owned. BCAM is headquartered in Boston with an office in San Francisco. The company’s investment strategies totaled $4.7 billion in assets as of December 31, 2022.

For more information, please visit www.bostoncommonasset.com.