Rockland Trust's Investment Management Group (IMG) is seeking a collaborative, client-focused PortfolioManager to join our growing wealth management team. This role is ideal for an experienced investment professional who thrives in a relationship-driven environment and believes that exceptional client outcomes are achieved through deep partnership with both clients and internal teammates.
As a key member of our IMG team, you will work closely with Relationship Managers, financial planners, trust officers, and other internal specialists to design and deliver fully integrated wealth strategies for high-net-worth individuals, families, and institutions. You will serve as the primary investment expert in client relationships, participating in client meetings, contributing to holistic planning discussions, and ensuring that each portfolio reflects a sophisticated, personalized investment approach.
This position combines the analytical rigor of portfolio construction with the interpersonal engagement of a trusted advisor within a supportive team culture that values shared success.
Key Responsibilities
Partner with Relationship Managers to deliver a seamless, team-based client experience; participate in joint client meetings and strategy sessions.
Collaborate with internal financial planners, trust administrators, private bankers, and insurance specialists to integrate investment strategy into comprehensive wealth plans.
Provide timely, clear communication to teammates regarding portfolio decisions, client updates, and market developments to support coordinated client service.
Serve as a trusted investment advisor for high-net-worth clients, presenting portfolio strategies, performance, and market outlook in a clear and consultative manner.
Meet regularly with clients-independently and alongside Relationship Managers-to deepen relationships, understand goals, and adjust strategies as needs evolve.
Participate actively in new business opportunities by presenting investment capabilities during prospect meetings and supporting Relationship Managers in the sales process.
Take responsibility for designing, implementing, and managing customized portfolios aligned with clients' financial objectives, tax considerations, and risk tolerances.
Execute the firm's investment philosophy through equity security selection, fixed-income analysis, asset allocation, and investment manager due diligence.
Contribute to and stay informed on IMG's investment committee discussions, research initiatives, and model portfolio development.
Ensure portfolios remain compliant with client mandates, internal policies, and regulatory requirements.
Maintain accurate and timely documentation of portfolio decisions, client interactions, and investment rationales.
Support continuous improvement efforts in investment processes, reporting, and client communication standards.
Qualifications
Experience: Minimum 5+ years of private wealth or high-net-worth portfoliomanagement experience, including direct responsibility for discretionary portfolios.
Education: Bachelor's degree in Finance, Economics, Business, or related field required. MBA or relevant advanced degree preferred.
Credentials: CFA strongly preferred; progress toward CFA or other advanced credentials considered.
Technical Skills: Proficiency with Bloomberg, FactSet, Morningstar, and other investment analytics platforms preferred.
Core Competencies:
Excellent communication and presentation skills, with the ability to translate complex concepts clearly for clients
Strong analytical and investment research capabilities
Demonstrated success building trust and durable relationships
A collaborative mindset with a commitment to team-based client service
Personal Attributes: Ethical, detail-oriented, intellectually curious, and committed to serving clients as a fiduciary.
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Job Info
Job Identification 2046
Job Category IMG
Posting Date 08/27/2025, 02:53 PM
Degree Level Bachelor's Degree
Locations 2036 Washington St, Hanover, MA, 02339, US
Proposed Work Hours 40.00
Targeted Salary Range $160,000 to $200,000
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$160k-200k yearly 5d ago
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Digital Games Portfolio Manager, iLottery
Aristocrat Leisure
Portfolio manager job in Boston, MA
As a Digital Games PortfolioManager, iLottery, you will play a pivotal role in our dynamic marketing team. Aristocrat is committed to delivering world-class gaming experiences, and this role offers an outstanding opportunity to be at the forefront of our mission. You'll be an integral part of a collaborative and inclusive culture that thrives on innovation and excellence!**What You'll Do*** Support day-to-day aspects of eInstant game operations, ensuring strict contract compliance, delivery timelines, and adherence to Lottery specifications and game standards.* Lead quarterly games roadmap strategy and planning sessions, providing the Massachusetts Lottery with ongoing roadmap recommendations.* Collaborate with the lottery team and game content partners to ensure the flawless delivery of game deliverables and the successful completion of the games roadmap.* Test all eInstant games in QA and UAT environments from all content providers, ensuring outstanding quality.* Act as the main point of contact between game content providers and the Contractor on technical matters, resolving system bugs or restrictions related to eInstant games.* Coordinate timelines and supply accurate progress reports on Contractor JIRA tickets concerning eInstant games.* Communicate game-specific requests, manage implementation deadlines for eInstant games from the NeoGames studio.* Participate in discussions concerning game build, delivery timelines, messaging, gameplay, themes, and prize structures.* Analyze new game launches and overall game portfolio performance, making data-driven recommendations for games lobby sort order and promotion candidates.* Guide a Digital Games Coordinator to assist in carrying out the roadmap.**What We're Looking For*** Bachelor's degree in business, marketing, or related field, or equivalent experience.* 3+ years of iLottery experience, or experience in relevant industries.* Proven organization and time management skills to lead multiple tasks and projects concurrently.* Outstanding attention to detail to ensure all specifications are met.* Solid understanding of MS Office, Power BI, and project management tools such as Trello and Monday.com.**Company Summary****Aristocrat Interactive**Aristocrat Interactive is Aristocrat Leisure Limited's (ASX:ALL) regulated online Real Money Gaming (RMG)business and was formed in 2024when the Anaxi and NeoGames businesses (Anaxi, NeoGames, Aspire Global, BtoBet, and Pariplay) came together. The business is an industry leaderin content and technology solutions for online RMG, with a full-service offering that includes content, proprietary technology platforms and a range of value added services across iLottery, iGaming and Online Sports Betting (OSB).****About Aristocrat****Aristocrat Leisure Limited (ASX: ALL) is a leading gaming content creation company powered by technology to deliver industry-leading casino games together with mobile games and online real money games, collectively entertaining millions of players worldwide, every day. Headquartered in Sydney, Australia, Aristocrat has three operating business units, spanning regulated land-based gaming (Aristocrat Gaming), social casino (Product Madness) and regulated online real money (Aristocrat Interactive). Our team of over 8,500 people across the globe are united by our company mission to *bring joy to life through the power of play*.**Our Values*** All about the Player* Talent Unleashed* Collective Brilliance* Good Business Good Citizen## ## **Travel Expectations**Up to 25%## ## **Pay Range**$87,500 - $162,500 per year Our goal is to pay a market competitive salary focusing near the median of our pay ranges. However, final offers for all positions will be based on several factors such as experience level, education, skills, work location, and internal pay equity.This position offers a comprehensive benefits package, including health, dental, and vision insurance, paid time off, and a 401(k) plan with employer matching, more details available at .**Additional Information**This role is subject to mandatory background screening and regulatory approvals. As part of your employment with Aristocrat, you may be required to complete a criminal background check, submit fingerprints, and obtain licenses or registrations with applicable gaming regulatory authorities.Aristocrat operates in a highly regulated environment and holds licenses in over 340 gaming jurisdictions worldwide. To meet our global compliance obligations, you will be required to provide the disclosure of relevant personal and background information to government agencies, sovereign nations/tribal regulators, and other applicable gaming regulatory bodies. This is a condition of Aristocrat's gaming licenses. The specific information required may vary depending on the jurisdiction and project assignment.*At this time, we are unable to sponsor work visas for this position. Candidates must be authorized to work in the job posting location for this position on a full-time basis without the need for current or future visa sponsorship.*
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$87.5k-162.5k yearly 2d ago
Asset Manager - LIHTC
The Quest Organization
Portfolio manager job in Boston, MA
Asset Manager, Development
We are seeking an Asset Manager, Development to oversee a portfolio of LIHTC properties during the development phase. This role manages projects from construction through stabilization, ensuring compliance, financial performance, and timely achievement of key milestones.
Responsibilities:
Manage development-phase LIHTC assets, including construction completion, lease-up, stabilization, and delivery
Monitor compliance with partnership agreements and LIHTC requirements
Review financial reporting, benchmarks, construction draws, and equity installments
Analyze risk, review GP requests, and support deal modifications
Coordinate with internal teams, developers, investors, and third-party consultants
Qualifications:
Bachelor's degree in finance, accounting, real estate, or related field
2+ years of experience in asset management, affordable housing, accounting, or development
Strong Excel and financial analysis skills
Familiarity with LIHTC/affordable housing preferred
Strong communication, organization, and problem-solving skills
$79k-120k yearly est. 3d ago
Senior Portfolio Manager
Impactalpha Inc.
Portfolio manager job in Boston, MA
About Growald Climate Fund
Growald Climate Fund is a global philanthropic organization dedicated to accelerating the transition towards clean energy. As a high-impact venture philanthropy fund, Growald Climate Fund focuses on nurturing innovative climate solutions, supporting a vibrant civil society, and fostering objective research and analysis for use by governments and critical partners. The organization strives to identify and address gaps in the ecosystem of energy transition, with initiatives including incubation of new projects, strategic research, and rapid response grants. With offices based in Brookline, Massachusetts, Growald Climate Fund is recognized as one of the top 25 best places for families to live. Committed to diversity and equal opportunity, the organization promotes an inclusive environment where varied experiences and backgrounds are embraced.
About this Role
As a Senior PortfolioManager within Growald Climate Fund, the role involves leading efforts to tackle significant bottlenecks in the energy transition sector. Under the Field Innovation pillar, the position entails coordinating initiatives that prioritize renewable energy finance, coal phase‑out, and strategic convenings in energy diplomacy. The manager will serve as a vital bridge in developing ecosystem strategy within the field, with an emphasis on driving collaboration across funders and experts. This strategic position demands high‑level engagement in thought leadership, handling special projects, and supporting catalytic and innovative grant‑making moments. The position is pivotal for achieving Growald Climate Fund's mission of a swift transition to a clean, sustainable energy future.
Responsibilities
Organize and deliver key events that facilitate collaboration across funders, experts, and the field.
Lead and support ecosystem strategy development related to Field Innovation priorities, particularly coal phase‑out.
Provide thought leadership on coal phase‑out and transition economics to Growald and partners.
Complete opportunity assessments and pipeline recommendations for Field Innovation and Venture portfolios.
Conduct due diligence and provide recommendations for proposals in priority areas.
Provide analysis, consultation, and strategic support to Growald venture‑funded grantees.
Report to Growald's Director of Field Innovation.
Requirements
Graduate degree (MBA, MPP, JD, or other relevant degree) and 8 years of relevant experience.
Minimum 4 years experience in coal phase‑out and energy finance.
Significant experience in emerging economies and strategic capabilities.
Experience in philanthropic sectors is advantageous.
Outstanding written and oral communication skills.
High organization skills and problem‑solving abilities in complex scenarios.
Ability to travel up to 20% of the time.
Experience in Asian countries' energy sectors and multilingual ability preferred.
Benefits
Flexible work policy with flex hours and an option to work from home two days a week.
401(k) plan with 6% employer match.
100% employer‑paid medical, dental, and vision insurance.
100% employer‑paid long and short‑term disability and basic life insurance.
Four weeks of PTO plus thirteen paid holidays, including a closure week between Christmas and New Year's.
Annual professional development allowance.
Coaching and management support with regular one‑on‑one meetings.
Performance reviews and feedback for personal and team growth.
Co‑developed initial three‑month work plan for clarity on role and responsibilities.
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$102k-181k yearly est. 4d ago
Portfolio Manager
Alpha Business Solutions
Portfolio manager job in Cambridge, MA
Portfolio Partner
Duration: 6+ Months
Portfolio Partners serve as strategic advisors and portfolio leaders within R&D DDT. They operate at the intersection of strategy, finance, and execution, enabling leadership teams to make informed, timely, and confident decisions. Portfolio Partners are accountable for portfolio integrity, financial stewardship, and decision clarity, ensuring that investments align with enterprise priorities and deliver measurable value.
This role requires strong judgment, financial rigor, and the ability to influence outcomes. Portfolio Partners are expected to challenge assumptions, steward definitions and standards, and bring clarity in complex, ambiguous environments.
Functional Requirements:
Portfolio Strategy and Decision Leadership
• Serve as a strategic thought partner to R&D Data Digital & Technology leadership, shaping portfolio strategy, priorities, and tradeoffs.
• Frame portfolio decisions in clear, decision-ready terms, articulating options, implications, and recommendations.
• Pressure-test assumptions, classifications, and proposed investments to ensure alignment with enterprise objectives and portfolio strategy.
• Anticipate strategic shifts and guide proactive portfolio adjustments.
Portfolio Governance and Lifecycle Ownership
• Own portfolio governance standards and ensure consistent application across R&D Data Digital & Technology.
• Guide investments through the full lifecycle, from intake and prioritization through delivery and value realization.
• Ensure portfolio integrity by enforcing disciplined decision-making, escalation, and transparency.
• Partner with Corporate Finance to ensure alignment on financial governance, reporting standards, and portfolio tracking.
Strategic Financial Stewardship
• Lead portfolio-level financial planning, forecasting, and ongoing financial management.
• Enable real-time tradeoff discussions across portfolios.
• Translate financial data into actionable insights for senior leaders, enabling confident and timely decisions.
• Ensure consistent interpretation and application of financial definitions, categories, and classifications across portfolios.
• Advise leadership on the financial implications of strategic decisions, risks, and timing considerations.
Risk, Issue, and Scenario Management
• Identify, assess, and actively manageportfolio-level risks and interdependencies.
• Develop and present scenarios, options, and contingencies to support leadership decision-making.
• Escalate issues with clear context, recommended paths forward, and implications.
• Maintain a forward-looking view of portfolio health, risks, and opportunities.
Value Delivery and Performance Management
• Ensure initiatives are clearly
Technical Requirements:
• Strategic Judgment: Ability to synthesize complex information and make sound recommendations in ambiguous environments.
• Financial Acumen: Deep expertise in portfolio financial management, forecasting, and decision support, with the ability to translate financial concepts for senior non-financial stakeholders.
• Portfolio Leadership: Strong understanding of portfolio governance, lifecycle management, and investment prioritization at an enterprise level.
• Analytical Rigor: Ability to distill complex data into clear insights, scenarios, and decision points.
• Influence and Communication: Proven ability to challenge constructively, drive alignment, and influence outcomes without direct authority.
• Change Leadership: Comfort leading through uncertainty, organizational change, and evolving strategic direction.
• Integrity and Accountability: Commitment to disciplined governance, transparency, and outcomes-focused delivery.
GXP/Pharma: Required
Location: Onsite (Hybrid/ Cambridge)
$93k-165k yearly est. 5d ago
Portfolio Manager
Hays 4.8
Portfolio manager job in Medford, MA
Hays is working with a world class family owned civil general contractor who is hiring for a PortfolioManager. They work on projects in the following sectors; district energy, power generation, civil infrastructure, oil & gas and electric transmission & distribution. On top of the leading salary and excellent benefits, this company cares about it's community and their team. They are offering over 200k salary with 90% medical premiums covered with excellent health/vision/dental plans, 401k, car allowance, bonus, and career growth opportunities. Their builds homes for families in needs, participates in toy drives, and assists the elderly. This company is special and opportunities like this don't come around often so apply right away if you're interested. Below are some responsibilities and qualifications of the role.
Key Responsibilities
Oversee the performance of a portfolio of construction projects, ensuring alignment with company goals, financial targets, and client satisfaction standards.
Monitor and analyze project budgets, forecasts, schedules, and risk indicators to ensure proactive problem solving and margin protection.
Work closely with Project Executives and Project Managers to ensure consistent execution, resource allocation, and operational discipline across all assigned projects.
Lead regular portfolio review meetings, providing insight, recommendations, and strategic guidance to leadership.
Serve as a liaison between project teams and senior leadership to support decision-making and long‑range planning.
Support client relationship management, ensuring continuity, communication, and satisfaction across multi‑project engagements.
Collaborate with estimating, finance, operations, and field leadership to support accurate forecasting and project health reporting.
Identify and mitigate operational risks across the portfolio; escalate critical issues and recommend corrective actions.
Drive continuous improvement by analyzing project trends, performance metrics, and lessons learned.
Support business development efforts by evaluating potential opportunities, assisting with proposal strategy, and helping position the company for future portfolio growth.
Qualifications
Bachelor's degree in Construction Management, Engineering, Business, or related field; advanced degree preferred.
8+ years of experience in construction project management, portfoliomanagement, or related operational oversight role.
Strong understanding of project controls, cost management, scheduling, and risk management.
Demonstrated ability to oversee multiple large-scale projects simultaneously.
Exceptional analytical, organizational, and communication skills.
Proven ability to collaborate cross‑functionally and influence without direct authority.
Experience with Massachusetts public and private market sectors is a plus.
Commitment to safety, quality, and operational excellence.
$108k-178k yearly est. 3d ago
Transportation Asset Manager
Aecom 4.6
Portfolio manager job in Boston, MA
Work with Us. Change the World.
At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations.
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.
We're one global team driven by our common purpose to deliver a better world. Join us.
Job Description
AECOM are seeking a qualified and experienced Transportation Asset Manager to support the development and implementation of Transportation Asset Management Plans (TAMPs) for State Departments of Transportation. This role requires a strong engineering background, deep knowledge of transportation infrastructure, and familiarity with federal asset management requirements under MAP-21 and the FAST Act.
The successful candidate will play a key role in helping DOTs manage transportation assets strategically, improve performance outcomes, and ensure long-term sustainability of infrastructure investments.
If your desired office location is not listed, and you are qualified and interested, please apply for further discussion.
Key Responsibilities:
Lead or contribute to the development of federally-compliant TAMPs for state DOTs.
Conduct engineering analysis of transportation assets including pavements, bridges, and ancillary infrastructure.
Evaluate asset condition data and develop performance targets and investment strategies.
Collaborate with DOT staff, consultants, and stakeholders to align asset management practices with agency goals.
Prepare technical documentation, reports, and presentations for internal and external audiences.
Support risk management, lifecycle cost analysis, and financial planning activities.
Stay current with FHWA regulations, engineering standards, and asset management technologies.
Qualifications
Required Qualifications:
* BA/BS and 6 years of relevant experience demonstrated equivalency of experience and/or education
Preferred Qualifications:
Master's degree in Civil Engineering, Transportation Systems, or Infrastructure Management.
Professional Engineer (PE) license
Certification in asset management (e.g., IAM, ISO 55000, CAMA).
Experience with GIS, data visualization, and transportation modeling software.
Familiarity with state DOT operations, funding mechanisms, and capital planning
Minimum of 5 years of experience in transportation asset management, with direct involvement in developing or contributing to TAMPs for state DOTs.
Strong understanding of FHWA TAMP requirements and performance-based planning.
Proficiency in asset management systems (e.g., AgileAssets, Deighton, AASHTOWare) and engineering analysis tools.
Excellent written and verbal communication skills.
Additional Information
About AECOM
AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. Depending on your employment status, AECOM benefits may include medical, dental, vision, life, AD&D, disability benefits, paid time off, leaves of absences, voluntary benefits, perks, flexible work options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan.
AECOM is the global infrastructure leader, committed to delivering a better world. As a trusted professional services firm powered by deep technical abilities, we solve our clients' complex challenges in water, environment, energy, transportation and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient solutions throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. AECOM is a Fortune 500 firm that had revenue of $16.1 billion in fiscal year 2024. Learn more at aecom.com.
What makes AECOM a great place to work
You will be part of a global team that champions your growth and career ambitions. Work on groundbreaking projects - both in your local community and on a global scale - that are transforming our industry and shaping the future. With cutting-edge technology and a network of experts, you'll have the resources to make a real impact. Our award-winning training and development programs are designed to expand your technical expertise and leadership skills, helping you build the career you've always envisioned. Here, you'll find a welcoming workplace built on respect, collaboration and community-where you have the freedom to grow in a world of opportunity.
As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.
$73k-104k yearly est. 7d ago
Senior Manager, SOX & Audit - NA/Canada
Ninjakitchen
Portfolio manager job in Needham, MA
A leading kitchen appliance company in Needham, MA, is seeking a Senior Manager, SOX & Audit to lead the SOX compliance program for North America and Canada. The ideal candidate will have over 10 years of experience in auditing and SOX practices, preferably in a manufacturing or consumer products setting. Responsibilities include managing audits, ensuring compliance with regulatory standards, and conducting operational reviews. The company offers competitive benefits including medical, dental, and a 401(k) retirement plan.
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$109k-174k yearly est. 4d ago
Deals - Financial Due Diligence, Manager - East, New York & Boston
Price Waterhouse Coopers 4.5
Portfolio manager job in Boston, MA
At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions and divestitures. You will be responsible for analysing financial information focusing on quality of earnings and assets, cash flows and other key client deal issues.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Key Skills & Experience
Analyse and identify the linkages and interactions between the component parts of an entire system.
Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
Develop skills outside your comfort zone, and encourage others to do the same.
Effectively mentor others.
Use the review of work as an opportunity to deepen the expertise of team members.
Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
Uphold and reinforce professional and technical standards (e.g., refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Aquisition Advisory team you are expected to manage client service accounts and drive client engagement workstreams. As a Manager you are expected to supervise, develop, and coach teams, maintaining top-quality deliverables and leveraging team strengths to meet client expectations. You are expected to thrive in a team setting, communicate effectively with both technologists and business partners, and drive client engagement workstreams.
Responsibilities
Manage client service accounts and drive engagement workstreams.
Supervise, develop, and coach teams to confirm top-quality deliverables.
Utilize team strengths to meet client expectations.
Foster productive communication between technologists and business partners.
Lead client engagement workstreams.
Assure project success and maintain exceptional standards.
Promote a culture of trust and accountability.
Address and resolve conflicts or issues as they arise.
What You Must Have
Bachelor's Degree.
5 years of experience.
Active CPA in the current work office, Chartered Accountant in good standing, MBA through an accredited university, or CFA credential.
What Sets You Apart
Broad knowledge in financial due diligence and transaction-related services.
Interviewing executive management at target companies.
Assessing a target company's quality of earnings, net assets, and cash flows.
Managing resolution of issues in technical accounting areas.
Supervising teams to create an atmosphere of trust.
Seeking diverse views to encourage improvement and innovation.
Answering questions and providing direction to less-experienced staff.
Coaching staff with timely meaningful feedback.
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
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$99k-232k yearly 1d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Boston, MA
Tax Manager - Public Accounting Firm (Confidential Search)
💼 Work Style: Hybrid (flexible in-office schedule) 💰 Compensation: $120,000 - $175,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work-life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid-sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
📧 joey@solidrockrecruiting.com
📞 (605) 601-4597
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$120k-175k yearly 5d ago
Senior Investment Operations Analyst
FM 3.9
Portfolio manager job in Waltham, MA
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 of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.
FM Investment Operations supports the investment activity of the FM Investment Team across asset classes, including both internally and externally managedportfolios, multiple investing entities, and various vehicle types such as separate accounts, mutual funds, CITs, hedge funds, and private funds.
We are seeking a highly detail-oriented and proactive Senior Investment Operations Analyst to support the continued growth of our externally managedportfolio, playing a lead role in coordinating the onboarding and set-up of new managers, supporting ongoing transaction activity and capital movements, as well as providing detailed cash forecasting and oversight. The ideal candidate will take a collaborative and hands-on approach to driving efficient execution of these activities, developing strong working relationships both internally, as well as with our key service providers and external investment managers, ensuring proactive, concise, and transparent communication.
This role requires excellent organizational skills, deep experience supporting investment activity across multiple vehicle types including both public and private assets, and the ability to thrive in a small, collaborative team environment.
Schedule & Location
This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA.
External Manager Onboarding & Lifecycle Support
• Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.)
• Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution.
• Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams.
• Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc.
• Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members.
Cash Forecasting & Reconciliation
• Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management.
• Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls.
Capital Activity Oversight
• Provide ongoing support for capital call and distribution activity across FM's private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity.
• Ensure accurate setup and maintenance of new private investments within FM's core systems and service providers.
Reporting & Controls
• Contribute to monthly and quarterly management reporting deliverables.
• Maintain and enhance documentation of procedures and internal controls.
• Participate in team projects and strategic initiatives.
Required Work Experience
• 5-10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments.
• Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes.
• Hands-on experience supporting private asset portfolios including capital call and distribution processing.
Required Education
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
Required Skills
• Exceptional attention to detail and organizational skills.
• Strong communication and problem-solving abilities.
• Ability to manage multiple priorities and collaborate effectively across teams.
• Proven team player comfortable working in a small, dynamic team environment.
The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
$117.3k-168.6k yearly Auto-Apply 2d ago
Digital Assets Tax Senior Manager - Blockchain & Crypto
BDO Capital Advisors, LLC
Portfolio manager job in Boston, MA
A leading financial advisory firm in Boston is seeking a Digital Assets Tax Senior Manager to provide tax compliance and consulting for clients in the blockchain and cryptocurrency sectors. The ideal candidate will have over 8 years of experience, including team management and expertise in tax regulations. This role requires effective communication and analytical skills to manage complex client engagements and minimize tax liabilities. Opportunities for career advancement and a flexible work environment are part of the offer.
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$78k-115k yearly est. 5d ago
Tax Manager
Baker Newman Noyes LLC 3.9
Portfolio manager job in Boston, MA
Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN's culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.
About the Position
If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity , incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and leadership, including staff and firm development.
Competencies and Position Requirements
Dedicated to high-caliber client service
Effective project management, analytical, interpersonal, and oral and written communication skills
Thrives in a dynamic and collegial work environment
Advanced knowledge of tax compliance and planning at both the federal and state level
Effectively supervise activities of the engagement team
Reviews staff and senior work timely and thoroughly to ensure that objectives are achieved
Provides seniors and staff with timely, honest, and constructive feedback and serves as a formal and/or informal mentor to staff as appropriate
Demonstrates the ability to manage multiple engagements to a successful and efficient completion
Generates, pursues, and assists in closing proposal opportunities with existing and/or potential clients
Highly responsive to the client's needs and requests
Manages the client's expectations and the day-to-day client relationship
Meets time deadlines while also meeting or exceeding quality requirements
Motivates staff through their professional and technical reputation, enthusiasm, and positive attitude
Education and Experience
Five or more years of experience in taxation with a public accounting firm
Masters or other form of 150 college credit hours with requisite accounting related courses (Bachelor's degrees may be considered in some situations)
CPA certificate required
Ability to work a flexible schedule based on business needs
Supportive and collaborative culture
BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:
A flexible paid time off program, 5 sick days, 11 paid holidays
6-week paid parental leave
Health, Dental, Pet, Vision, Disability and Life Insurances
401(k) Plan with company match
Profit Sharing Plan
Business-casual office environment
The expected salary range for candidates in the Massachusetts market is $106,057- $159,140 annually, depending on experience and qualifications.
Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.
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$106.1k-159.1k yearly 1d ago
Sales & Use Tax Manager, State and Local Tax
BDO USA 4.8
Portfolio manager job in Boston, MA
A State and Local Tax (SALT) Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the SALT Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the SALT Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.
Job Duties Research
Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
Tax Compliance
Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues
Composes responses to notices from state taxing authorities
Provides assistance with exam support
Tax Consulting
Drafts tax memorandums, tax opinions and other documentation on various tax issues
Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
Determines tax planning process
Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assists in the development of consultative selling strategies
Manages the expectations of assigned clients
Tax Controversy
Represents clients before any tax authority on contested issues
Tax Related Software
Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
Provides technical client service to multi-state companies with state and local tax issues
Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation
Drafts technical memoranda regarding state and local tax issues
Accounting for Income Taxes - SFAS109 ASC740-10
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties
Reviews studies of tax implications to identify alternative courses of actions to benefits clients
Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes orexpenses or offering of non-tax benefits
Assist with researching potential tax strategies
Suggests marketing approaches for new client acquisition
Other duties as required Supervisory Responsibilities
Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product
Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Associates, Associates and Interns
Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities Education
Bachelor's degree, required; focus in business, preferred
Master's degree in Accounting/Taxation or J.D., preferred
Experience
Four (4) years of prior experience in state and local/multistate experience or legal professional services or equivalent experience through an advanced degree program, required
Prior experience supervising tax professionals on a project or engagement basis, required
Prior experience preparing and/or reviewing tax provisions, preferred
Prior experience with corporate taxation, consolidations and partnerships, preferred
License/Certifications
CPA certification or other relevant certification, preferred
Software
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
Exposure to and familiarity with standard tax applications and research tools, preferred
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective managing a team of tax professionals and delegating work assignments as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $79,800 - $168,000
Maryland Range: $79,800 - $168,000
NYC/Long Island/Westchester Range: $79,800 - $168,000
Washington DC Range: $79,800 - $168,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations 15 One International Place, Boston, MA, 02110, US
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$79.8k-168k yearly 5d ago
Tax Manager, Property Tax
Ducharme, McMillen & Associates, Inc. 4.1
Portfolio manager job in Boston, MA
Tax Manager, Property Tax page is loaded## Tax Manager, Property Taxlocations: Boston, MAtime type: Full timeposted on: Posted Todayjob requisition id: REQ: 212As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:* 2025 Great Places to Work Certified* Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)* Company paid parental leave* Generous time off package* Multiple benefit plans, eligibility begins on day one of employment* Culturally focused on work/life balance, mental health, and the overall wellness of our employees The Tax Manager assists and supports team members in performing Real Estate assessment reviews for DMA clients, to achieve maximum tax savings and provide other state and local tax consulting services**Essential Duties and Responsibilities**• Provide support for leadership in the assessment review process, including representing clients during appeals and hearings with State and Local taxing authorities • Prepares reports and analyses supporting DMA's position for State and Local taxing authorities; reviews and submits periodic status reports to clients; prepares Reports of Findings and other general correspondence for clients • Uses DMA templates or valuation models for property valuation, fixed asset reconciliation or classification, determine client's prior methodologies, identify exemptions and abatements, identifying and reporting potential tax savings opportunities • Attend on-site inspection of client property (plants and operations) • Active participation in business development activities - including identifying, scoping, and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA's other service lines to prospects • Account management responsibilities for assigned clients - developing, sustaining, and enhancing relationships with DMA clients and prospects • Research, collect, and populate DMA's review management system with new cases, client assessment details, property, or fixed asset data and jurisdictional tax information • Assist in production and invoicing process • Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, mailing & payment dates for tax bills • Research and follow industry or market activity/trends in assigned geographic area • Research and follow state and local tax issues, legislation, court cases, etc. • Perform much of the above in collaboration with a team, but also possessing the ability to do so independently and with minimal supervision **Non-Essential Duties and Responsibilities**• Perform other duties as assigned **Education and Qualifications**• Bachelor's degree in Accounting, Real Estate, Finance, Economics, or a related field • 5+ years professional experience; property tax, valuation, or accounting preferred • Advanced knowledge of Microsoft Excel, Outlook, and Word • Ability to work independently and as part of a team • Excellent verbal and written communication skills; demonstrated problem-solving skills • Organizational, research, and interpersonal skills • Ability to multi-task and prioritize projects and deadlines • Valid driver's license The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at *********************** or ************ and choosing selection 6.
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$80k-116k yearly est. 5d ago
Tax Manager
Staff Financial Group
Portfolio manager job in Boston, MA
Tax Manager - Boston, MA
Who: We are seeking a detail-oriented, entrepreneurial tax professional with 5-7 years of experience who thrives in a collaborative and fast-paced environment.
What: You will lead corporate and partnership tax compliance engagements, evaluate complex reporting requirements, support tax consulting projects, and help mentor and develop staff.
When:
This is a full-time position available for immediate hire.
Where:
Based in our confidential client's Boston, MA office.
Why:
This role offers the opportunity to grow within a dynamic, expanding practice that values autonomy, initiative, and broad exposure to complex tax matters.
Office Environment:
You will join a highly motivated, multicultural team that values open communication, flat hierarchies, collaboration, and an entrepreneurial mindset.
Salary:
Compensation is competitive and complemented by a comprehensive benefits package.
Position Overview:
The Tax Manager will manage diverse tax engagements, oversee federal and state compliance, assess complex U.S. reporting requirements, and work closely with leadership while mentoring junior team members in a supportive and growth-oriented environment.
Key Responsibilities:
Manage federal tax compliance for corporations, partnerships, and disregarded entities.
Oversee state and local tax compliance.
Evaluate and comply with reporting requirements involving U.S. tax treaties, FATCA, foreign withholding, and foreign tax credits.
Work autonomously while contributing actively to a collaborative team environment.
Train, motivate, and develop staff members.
Conduct tax planning, research, and technical analysis to support client needs.
Support strong client communication and assist in addressing inquiries and tax-related matters.
Desired Skills & Experience:
5-7 years of professional tax experience.
Bachelor's or Master's degree in Taxation or a related field.
Ability to work independently while coordinating with practice leaders.
Strong organizational, project management, analytical, and problem‑solving skills.
People‑oriented mindset with the ability to mentor and develop staff.
Excellent research, writing, and communication skills.
Preferred Qualifications:
Strong corporate tax compliance and tax provision experience.
CPA license or similar certification.
ProSystem fx Engagement experience.
Benefits:
401(k) plan with 3% employer‑paid contribution.
Medical, paid dental, vision, life, disability, and AD&D insurance.
Flexible spending accounts.
Paid Day of Service annually.
Flexible work arrangements.
25 days of paid time off for full‑time employees.
Paid holidays plus an additional post‑4/15 holiday.
Paid parking or public transportation reimbursement.
Mobile phone reimbursement.
Tuition reimbursement and training opportunities.
Paid CPA exam days and a monetary CPA exam passing bonus.
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$81k-114k yearly est. 2d ago
Tax Manager
Super Recruiter LLC
Portfolio manager job in Boston, MA
Main Responsibilities
Lead the preparation and review of U.S. federal, state, and international tax filings for corporations and partnerships.
Manage ASC 740 tax provision calculations and ensure compliance with GAAP and other regulatory standards.
Conduct complex tax research, interpret evolving tax laws, and advise on implications for business operations.
Partner with cross-functional teams on tax planning strategies, M&A activity, and business structuring.
Represent the company during audits and manage communication with tax authorities.
Drive continuous process improvements in tax compliance, reporting, and internal controls.
Qualifications
6+ years of tax experience, ideally in public accounting and/or corporate tax departments.
Deep knowledge of U.S. federal and state income tax laws, GAAP, and ASC 740.
Experience with corporate, partnership, and/or international tax compliance and planning.
CPA or MST strongly preferred.
Strong research, documentation, and presentation skills.
Bachelor's degree in Accounting, Finance, or a related field.
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A leading financial services firm in Boston is seeking a PortfolioManager to enhance their wealth management team. This role requires a minimum of 5 years in high-net-worth portfoliomanagement and a strong focus on client relationships. You will partner with various internal specialists to deliver integrated wealth strategies and ensure compliance with relevant mandates. The position offers a competitive salary range from $160,000 to $200,000, alongside an attractive benefits package.
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$160k-200k yearly 5d ago
Senior Investment Operations Analyst
FM 3.9
Portfolio manager job in Waltham, MA
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 of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Summary:
FM Investment Operations supports the investment activity of the Investment Team across asset classes, including both internally and externally managedportfolios, multiple investing entities, and various vehicle types including mutual funds, Collective Investment Trusts, Hedge Funds, Private Funds, as well as separately managed accounts.
Investment Operations is seeking a highly motivated and detail-oriented Senior Investment Operations Analyst to play a lead role in supporting and expanding FM's Order Management System (“OMS”) life cycle. OMS support and expansion consists of researching new market trading opportunities, counter-party management, aggregate and segregate portfolio compliance, along with various related activities.
The ideal candidate will leverage their experience within investment operations, including counterparty management, regulatory compliance and risk management exposure, strong technical proficiency, and eagerness to optimize processes to provide exceptional support to the continued growth and evolution of FM's investment management infrastructure.
This role requires excellent communication and organizational skills, strong problem-solving abilities, and the ability to thrive in a small team environment where individual and small group collaboration are critical.
Schedule & Location
This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA.
Internal Portfolio Support
Analyze, maintain and remedy daily post-trade processing and reconciliation for equity and fixed income trades, ensuring timely matching, settlement, and updates to core systems (e.g., Bloomberg AIM).
Facilitate onboarding and ongoing engagement with trading counterparties to ensure seamless trade execution and connectivity.
Support the expansion of trading instruments in developed and emerging markets.
Compliance Monitoring
Expand the compliance and monitoring structure through daily, weekly, and monthly portfolio oversight and internal reporting through Bloomberg AIM or other available resources.
Configure and maintain compliance rules within Bloomberg AIM, ensuring thorough testing, documentation, and adherence to change management protocols.
System Setup & Maintenance
Set up and maintain accounts and assets within core systems for both internally and externally managedportfolios.
Oversee data integration processes including start-of-day (SOD) position reviews and ongoing updates of non-custodied assets within core systems.
Process Optimization & Automation
Collaborate with team members and external parties to identify and implement opportunities to streamline operational workflows and activities to improve efficiency and reduce risk.
External Manager Oversight
Support reconciliation and oversight of external manager trading activity and performance data, ensuring accuracy and consistency across systems.
Reporting & Documentation
Maintain ownership of various internal reporting deliverables and support monthly/quarterly management reporting processes.
Ensure key processes and controls are well documented, maintained and where applicable enhanced, ensuring a high degree of operational transparency and audit readiness.
Project & Initiative Support
Participate in cross-functional projects and strategic initiatives aimed at enhancing investment operations capabilities and infrastructure.
Required Work Experience
5-10 years of experience in investment operations, preferably within an institutional asset management or insurance company setting, consisting of an OMS and Trade Compliance focus.
Strong understanding of post-trade processing and settlement across various markets and asset types.
Strong technical proficiency and experience, preferably working with database development.
Previous experience and exposure to portfolio accounting requirements and deliverables, highly desired.
Required Education
Bachelor's degree in Finance, Economics, Accounting, or related field.
Required Skills
Excellent analytical, organizational, and communication skills.
Desired experience in leading transition management initiatives intra and inter-departmentally.
Ability to proactively work individually and collectively in a small team-oriented environment.
The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
$117.3k-168.6k yearly Auto-Apply 2d ago
M&A Tax Strategy Senior Manager
Price Waterhouse Coopers 4.5
Portfolio manager job in Boston, MA
A global consulting firm is seeking a Senior Manager in their M&A Tax team to develop impactful tax strategies for complex transactions. You will engage with clients at senior levels and guide significant projects, leveraging your expertise in tax and consulting. The ideal candidate has 5+ years of experience, holds a Juris Doctorate, and excels in leadership and analytical roles. This position offers a competitive salary and a range of benefits.
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How much does a portfolio manager earn in Revere, MA?
The average portfolio manager in Revere, MA earns between $72,000 and $213,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Revere, MA
$124,000
What are the biggest employers of Portfolio Managers in Revere, MA?
The biggest employers of Portfolio Managers in Revere, MA are: