UNKNOWN

ADAPTED_NOW

As a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.

Rockland Trust

Portfolio Manager-Investment Management Group

Ivy Exec

Accountable for the daily monitoring of cash balances to cash targets and overdrafts via the Aladdin cash Ladder, including Transferring cash and rebalancing portfolios as needed to maintain cash targets As required, transfer cash to prefund investments executed by the outside investment managers, requiring extensive communication and collaboration across the broader MassMutual organization and asset managers. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes  A collaborative environment where perspectives are welcomed   Access to learning, development, and internal networks that support continuous growth and skill-building over time  Employee-led communities and forums that foster connection, learning, and inclusion across the organization  A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset.

MassMutual

Cash Portfolio Manager

TMP PX

HOUR

Responsibilities will include evaluation of data related to performance of new technologies, analyzing energy efficiency and decarbonization offer data, reviewing and summarizing project information, and helping to improve energy efficiency and decarbonization program offerings and tools related to the energy efficiency programs in Connecticut, Massachusetts, and New Hampshire. This position will support the data analysis needs of Technical Solutions team in the areas of innovation, technical sales assistance, and program support related to Client efficiency and decarbonization programs that serve the residential, multifamily and commercial and industrial sectors.

Eclaro is a Business and Technology Consulting Firm that connects top talent with opportunities nationwide. We have direct access to Hiring Managers from leading Fortune 1000 organizations in almost every industry segment, with particular expertise in:
• Technology and Business Consulting 
 • Financial Services and Insurance 
 • Pharmaceuticals and Life Sciences 
 • Consumer Products, Public Sector, and Utilities
Eclaro provides fully customizable, comprehensive talent acquisition and management of seasoned professionals through a number of business models, including:
• Consulting 
 • Professional Hiring 
 • Global Integrated Delivery™ 
 • Managed Services
Eclaro recruits and manages a staff of highly skilled individuals in an array of specialized disciplines enabling our clients to leverage new opportunities, respond to increased and changing demands, and increase their profitability. 
Eclaro’s Management Team averages over 25 years of experience in partnering with clients in technical, corporate operations and human capital solutions. We hold ISO 9001:2008 certification and have achieved SOC 2 Type 2 certification in Security, Availability and Confidentiality. Eclaro’s decades of expertise and collaborative practice have proven that The Right People are The Answer.

ECLARO

Data Analyst

Eclaro

FEED

30 years of directly related experience with proper certifications as described in the PWS labor category performance requirements, 20 years of which must be in the DoD, OR a Bachelor’s Degree in a related field and 25 years of experience in the respective technical/professional discipline being performed, 15 years of which must be in the DoD, OR a Master’s or Doctorate Degree in a related field and at least 20 years of experience, 12 years of which must be in the DoD. · 15 years of directly related experience, 8 of which must be in the DoD, OR Bachelor’s Degree in a related field and 12 years of experience in the respective technical/professional discipline being performed, 5 of which must be in the DoD, OR a Master’s or Doctorate Degree in a related field and 10 years of experience, 5 years of which must be in the DoD.

YEAR

DCS provides engineering, programmatic, and technical support services to the Department of Defense and other customers focused on national security. As employee owners, we recognize that hiring and retaining the best talent is crucial to our mission. Our focus on personal growth and continual improvement is consistent with our corporate goals of professional and business excellence.

DCS Corp

Cybersecurity Analyst

The ideal candidate is an energetic quick learner who possesses superior interpersonal and communication skills, has experience supporting and provisioning a variety of tools, and regularly demonstrates creative problem solving. Applications analyst will be responsible for the operational support for various producivity tools like Jira, Servicenow, Smartsheets and more.

Hub Technology Group

Application Support Analyst

Leoforce-Top Echelon

This role will be responsible for tracking loan applications, collecting and organizing required documentation, preparing reports, and keeping lending staff updated throughout the loan process. This is an outstanding opportunity for someone currently working in retail banking or banking operations who wants to gain exposure to commercial lending and build a long-term banking career.

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

Commercial Loan Coordinator

Leoforce - Creative Financial Staffing

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Quantitative Portfolio Analyst, Portfolio Engineering

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FULL_TIME

FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. Executes and allocates trades across various custodians in collaboration with Portfolio Managers, Investment Advisors, and the Asset Allocation Committee.

FL Putnam Investment Management

Portfolio Analyst

Talent Acquisition

They must also be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and written/electronic news publications. The institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our global and domestic fixed income strategies.

Loomis, Sayles & Company, L.P.

Client Portfolio Analyst

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The strongest candidate for this position is likely to have: Approximately 3-5 years of relevant professional experience, ideally in investment management, trading, portfolio analysis, trade coordination, client transition, cash management, or a related capital markets role; Strong quantitative and analytical skills, intellectual curiosity, attention to detail, and comfort working with data to identify issues, explain outcomes, and improve decisions; Demonstrated interest in capital markets, with exposure to fixed income, foreign exchange, derivatives, liquidity management, or related investment workflows viewed favorably; Sound judgment, risk awareness, and the ability to operate effectively under time pressure, including knowing when to solve independently and when to escalate; Excellent written and verbal communication skills, with the ability to distill complex portfolio, liquidity, or risk topics into clear messages for investment, operational, and client-facing stakeholders; A self-starter mindset, comfort with ambiguity, and a desire to improve processes, build scalable solutions, and contribute to a collaborative global team; Experience with Python, SQL, or other coding tools would be valuable, particularly for candidates interested in automation, analytics, and building scalable workflows. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

Wellington Management Company LLP

Investment Treasury Portfolio Analyst

Responsive recruiter Waterstone Properties Group, Needham, MA Job Description - Portfolio Analyst The Portfolio Analyst will provide financial analysis and underwriting support across Waterstone’s existing retail real estate portfolio, with a focus on ongoing property-level forecasting, portfolio monitoring and investment decision-making. The Analyst will maintain the financial underwriting for each asset and work across Asset Management, Capital Markets, Leasing and senior management to evaluate leasing decisions, capital investments, refinancings, dispositions and other business-plan initiatives.

Waterstone Properties Group

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PlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 50+ metros across 25+ countries on six continents.

Digital Realty Trust Inc

This role will support the management and performance analysis of real estate investment funds, working closely with senior leadership to drive portfolio optimization and decision-making. Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plus.

SDL Search Partners

You will regularly collaborate with teams across Relationship Management, Sales, Product, Operations, Client Service, Legal, and Finance, while developing a strong understanding of State Street's business and the evolving needs of institutional asset managers. As a Relationship Management Analyst within the North America Asset Manager Portfolio team, you will partner with senior Relationship Managers in supporting a diverse portfolio of asset management clients across North America.

State Street Corp

North America Portfolio Analyst, Officer

Specialist, Portfolio Management is responsible for assisting with all aspects of the portfolio management process to ensure timely and accurate implementation of investment strategies across various portfolios. Education: Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.

Banco Santander (Brasil) SA

Portfolio Analyst, Sponsor & Specialty Finance

Approximately 3-5 years of relevant professional experience, ideally in investment management, trading, portfolio analysis, trade coordination, client transition, cash management, or a related capital markets role; Strong quantitative and analytical skills, intellectual curiosity, attention to detail, and comfort working with data to identify issues, explain outcomes, and improve decisions; Demonstrated interest in capital markets, with exposure to fixed income, foreign exchange, derivatives, liquidity management, or related investment workflows viewed favorably; Sound judgment, risk awareness, and the ability to operate effectively under time pressure, including knowing when to solve independently and when to escalate; Excellent written and verbal communication skills, with the ability to distill complex portfolio, liquidity, or risk topics into clear messages for investment, operational, and client-facing stakeholders; A self-starter mindset, comfort with ambiguity, and a desire to improve processes, build scalable solutions, and contribute to a collaborative global team; Examples of our benefits include retirement plan, health and wellbeing, dental, vision,and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

Wellington Management

The Portfolio Analyst acts as a critical team member and facilitator in support of Senior Investment Advisors working with clients and other internal partners. Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance.

Ballentine Partners

Collaborate with Portfolio Managers to develop and execute trading strategies across model portfolios and SAI Multi-Manager Mutual Funds (asset allocation changes, single asset-class investment selection changes, allocation of daily shareholder flows, fund transitions, program trades, etc.). Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.

The Portfolio Analyst works closely with Commercial Lending, Credit Administration, Loan Operations, and Portfolio Management to ensure the accuracy, integrity, and completeness of portfolio information while supporting strategic decision-making through reporting and analysis. Data Management & Analytics Review, validate, correct, analyze, and maintain portfolio data to ensure data integrity and support accurate reporting, portfolio monitoring, risk management, and management decision-making.

Northern Bank

As a core member of the X-BAT FoS Capture team, you will partner closely with the X-BAT FoS Capture Organization to maintain a high-confidence view of the current and future opportunity pipeline and assist in driving decisive action across the portfolio. Identify risks to current and future pipeline health, including schedule uncertainty, customer-funding risk, acquisition delays, competitive pressure, overreliance on a limited number of pursuits, and insufficient capture activity.

Portfolio Analyst Jobs in Boston, MA

Portfolio Manager-Investment Management Group Rockland Trust

Cash Portfolio Manager MassMutual

Data Analyst ECLARO

Cybersecurity Analyst DCS Corp

Application Support Analyst Hub Technology Group

Commercial Loan Coordinator CFS

Quantitative Portfolio Analyst, Portfolio Engineering Fidelity

Portfolio Analyst FL Putnam Investment Management

Client Portfolio Analyst Loomis, Sayles & Company, L.P.

Investment Treasury Portfolio Analyst Wellington Management Company LLP

Portfolio Analyst Waterstone Properties Group

Portfolio Analyst Digital Realty Trust Inc

Portfolio Analyst SDL Search Partners

North America Portfolio Analyst, Officer State Street Corp

Portfolio Analyst, Sponsor & Specialty Finance Banco Santander (Brasil) SA

Investment Treasury Portfolio Analyst Wellington Management

Portfolio Analyst Ballentine Partners

Portfolio Analyst Fidelity

Portfolio Analyst Northern Bank

Capture Portfolio Analyst, X-BAT Family of Systems (FoS) (R6011) Shield AI Inc

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