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Portfolio Operations Analyst Jobs in Massachusetts

Portfolio Analyst Jobs
By Jobot At Cambridge, MA, United States
Stay abreast of market trends and developments in commercial real estate and apply this knowledge to portfolio management.
Collaborate with cross-functional teams to develop strategies for portfolio growth and risk management.
Prepare and present regular portfolio performance reports to senior management.
Strong organizational skills with the ability to manage multiple projects simultaneously and meet deadlines.
Strong Dental and Vision benefits
Bachelor's degree in Finance, Real Estate, or a related field.
Portfolio Analyst Jobs
By Fenway Search At Natick, MA, United States
The Portfolio Financial Analyst will have an integral role in supporting the operations, finance,
- Manage and reconcile portfolio company financial data in iLevel portfolio reporting package
recognized public accounting, consulting firm, or experience working within portfolio analytics at a
- Excellent record of academic achievement with an accounting and/or finance degree from a leading university
valuations, and investor relations teams, investment activities and LP reporting processes, including:
- Review transaction legal documents to understand respective portfolio company capital structures
Senior Associate, Portfolio Operations
By Boston Common Asset Management At Boston, MA, United States
Compensation will depend on experience and qualifications. BCAM offers a comprehensive benefits package including:
Experience working with various client types, from high net worth to institutional.
Knowledge of fixed income, domestic, and international equities.
Experience with Advent systems is required, including APX, REX, and MOXY.
Detail-oriented with excellent organizational, multi-tasking, and prioritization skills.
Outstanding interpersonal skills and communication skills with an upbeat, patient personality.

Are you looking for an exciting opportunity to use your analytical skills to drive operational excellence? We are looking for a Portfolio Operations Analyst to join our team and help us manage our portfolio of investments. You will be responsible for analyzing financial data, developing strategies to optimize performance, and providing insights to help us make informed decisions. If you are a detail-oriented problem solver with a passion for finance, this is the perfect job for you!

Overview A Portfolio Operations Analyst is responsible for managing and overseeing the operational aspects of a portfolio of investments. This includes monitoring the performance of investments, ensuring compliance with regulations, and providing support to portfolio managers. The analyst is also responsible for developing and maintaining relationships with external partners, such as brokers, custodians, and other service providers. Detailed Job Description A Portfolio Operations Analyst is responsible for managing and overseeing the operational aspects of a portfolio of investments. This includes monitoring the performance of investments, ensuring compliance with regulations, and providing support to portfolio managers. The analyst is also responsible for developing and maintaining relationships with external partners, such as brokers, custodians, and other service providers. The analyst is responsible for ensuring that all transactions are executed in a timely and accurate manner, and that all necessary documentation is completed. The analyst is also responsible for providing timely and accurate reports to management and other stakeholders. Job Skills Required
• Knowledge of financial markets and investment products
• Knowledge of portfolio management and operations
• Excellent analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize work
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office applications
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant professional experience in portfolio operations
• Professional certification such as CFA or CFP is preferred
Job Knowledge
• Knowledge of financial markets and investment products
• Knowledge of portfolio management and operations
• Knowledge of regulatory and compliance requirements
• Knowledge of financial analysis and reporting
Job Experience
• At least two years of experience in portfolio operations
• Experience in developing and maintaining relationships with external partners
• Experience in providing support to portfolio managers
Job Responsibilities
• Monitor the performance of investments and ensure compliance with regulations
• Develop and maintain relationships with external partners
• Execute transactions in a timely and accurate manner
• Provide timely and accurate reports to management and other stakeholders
• Assist portfolio managers in making investment decisions
• Analyze financial data and provide recommendations
• Monitor market trends and identify potential opportunities
• Ensure compliance with internal policies and procedures