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Client Life Cycle EventsResponsible for coordinating with the Client Service team when onboarding new accounts to include facilitating setup of BP systems, client custodian, ISDA, option counterpartyEstablish client global market, option, and FX accounts as neededManage communication and reconciliation of client cash flows between Client Service, Trading Desk, Portfolio Management and Northern TrustWork with clients and Relationship Management to generate standard reports and ad hoc requests.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Product life-cycle management, including portfolio planning, product rationalization, capturing the Voice of Customers, Market Research, Market Strategy, Value-Based Pricing. 7+ years of product management experience managing a diverse product portfolio, including hardware, software, and consumables.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Columbia Threadneedle Investments, the global asset management subsidiary of Ameriprise Financial, is seeking a Portfolio Management Assistant to join the firm in Boston, MA or Minneapolis, MN.
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The Director, Treasury provides leadership, direction and is a recognized subject matter expert in one or more of the following processes (Asset-Liability Management, Interest Rate Risk, Liquidity Risk, Investment Portfolio Management, Cash-Management, Debt Capital Markets, Capital Allocation, Capital Market Theory, Captial Planning and Recovery & Resolution.
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Support Portfolio Management, Debt Strategies, Investments, and Capital markets with investor reporting, follow-up and meetings as necessary. Work with PM and VP, Special Assets to ensure proper on-going asset management of portfolio loans.
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The Sr. Quantitative Portfolio Analyst will be responsible for supervision and implementation of quantitative portfolio management for retirement management account and non-discretionary model portfolios.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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The Associate Director Clinical Portfolio Execution is accountable for the development of the operational strategy for the clinical study and/or a clinical program (s) as well as the end-to-end study management and delivery of all operational activities and budget management relating to assigned clinical studies/programs.
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The Analyst will report to the Chief Investment Officer but will work under the close supervision of other senior investment team members as an integral part of the small generalist investment team, assisting with all functions (investment and operations) pertaining to the management of the portfolio.
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Projects within this portfolio include conducting water resources planning, policy, and economic studies, and providing technical assistance on risk planning and management, coastal storm damage protection, climate change, asset management, hydrologic/hydraulic planning and engineering, and sediment management.
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Project management of a clinical study from protocol development up to Clinical Study Report (CSR) completion and Trial Master File (TMF) archiving. Responsible for leading vendor selection and management/ oversight, including issue escalation.
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When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
$100,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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User Support/Engagement - Demonstrate advanced knowledge of the various underwriting and portfolio management systems (i.e. nCino) and FCB's configuration in order to answer user questions including error messages, complex deal entry, system work arounds, and building reports and dashboards.
$86,925 - $150,670 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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They typically support multiple bank functions including underwriting, loss forecasting - including stress testing (HCR/DFAST) and reserve calculation (CECL/IFRS), portfolio management, and balance sheet management.
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Substantial Investment Management business domain expertise across some combination of research, portfolio management, trading and investment operations. Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions.
$76,000 - $144,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Asset Management Quant Research Engineering team is looking for a Principal Data Engineer who wishes to take on the challenge of building a world-class data operation. Bachelor's degree (or higher) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related field.
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portfolio management jobs in Boston, MA
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