56 client portfolio analysis opportunities in Boston updated today
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· Page 1 / 3Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for selec
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our ta
Client Portfolio Manager SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team f
Payden & RygelHOW TO APPLY Please send resume to Careers@payden.com Reference: CPALA0326-EMW Subject: (Your Name, Position Title, and Reference) We offer competitive compensation comprised of salary, discretionary bonus, and 401k/profit-sharing based on level of experience and skills brought to bear as well as fu
BNYA global financial services firm in Boston is seeking a Vice President for IWM Portfolio Management to lead investment strategy development and client portfolio management. This role requires analytical and strategic thinking skills, along with a strong background in market analysis. The ideal candi
Senior Client Portfolio Manager - Investments Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager - Investments (Boston - Hybrid). Hiring Range: $140,401 - $229,103 Manages and advises individual client portfolios across global equities and bonds based on recomme
Franklin TempletonAt Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our ta
Eastern BankJob Description Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager - Investments (Boston - Hybrid) Hiring Range: $140,401 - $229,103 The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market fac
Focus Financial PartnersSCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that ar
Eastern BankJob Description Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager - Investments (Boston - Hybrid) Hiring Range: $140,401 - $229,103 The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market fac
GW&K Investment ManagementThe Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K’s equity investment strategies. This client-facing role will involve presenting various equity strategies and
GW&K Investment ManagementSummary: The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K's equity investment strategies. This client-facing role will involve presenting various equity strate
The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K’s equity investment strategies. This client-facing role will involve presenting various equity strategies and
Harvard Management CompanyA leading investment firm in Boston is seeking a highly motivated junior professional to join their Generalist Team. This role involves providing analytical, research, and investment process support, with responsibilities including evaluating investments, performing financial modeling, and assisting
Partners CapitalA global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess strong attention to detail,
GW&K Investment ManagementA financial services firm seeks an Associate Client Portfolio Manager in Boston to join the investment team. This role entails supporting business development through presentations of equity strategies and performance to clients and working closely with sales and client services. Candidates should h
Banc of CaliforniaDescription BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing banking and trea
A leading wealth management firm in Boston is seeking a self-motivated Client Development & Portfolio Manager. This role will focus on expanding the client base, delivering exceptional financial guidance, and mentoring associate advisors. With 8-10 years of experience required in financial advice an
A leading investment firm in Boston seeks an Associate Client Portfolio Manager. This client-facing role involves presenting equity strategies to clients and partnering with internal teams to support business development. Candidates should have at least 5 years of investment experience and a CFA des
Salary Range: $140,000.00 To $150,000.00 Annually Candidates must reside in Greater Boston, MA Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional accounting and consulting firm. Gray Private Wealth specializes in comprehensive investment ad
Modera Wealth ManagementWhy work at Modera Wealth? Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing c
A company is looking for a Portfolio Analyst to support the management and reporting of Insurance-Linked Securities portfolios. Key Responsibilities Manage monthly servicing for casualty ILS programs, including bordereaux ingestion and financial reporting Oversee collateral trust activity and mainta
Introduction Ahold Delhaize USA, a division of global food retailer Ahold Delhaize, is part of the U.S. family of brands, which also includes five leading omnichannel grocery brands – Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Ahold Delhaize USA associates support the brand
A prominent investment advisory firm is seeking an Institutional Portfolio Manager to build and manage financial portfolios for institutional clients. You will leverage your experience to provide tailored investment strategies and OCIO services while serving as a primary point of contact for clients
Company Overview Dyne Therapeutics is focused on delivering functional improvement for people living with genetically driven neuromuscular diseases. We are developing therapeutics that target muscle and the central nervous system (CNS) to address the root cause of disease. The company is advancing c
FM CorporationEstablished nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority
FM CorporationEstablished nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority
Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority
Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority
$40,000 – $63,000/year
Estimation confidence: Low
Estimate based on market data for Boston. Actual salaries may vary depending on experience, company, and area.
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