- Eastern Bank (Boston, MA)
- …regular review, monitoring and trading of client portfolios; contribute to the portfolio management process; participate in monthly reviews of client accounts to ... and coordinate and communicate with Relationship Managers, Wealth Advisors and Client Portfolio Managers to ensure the proper management of client portfolios. Other… more
- Wellington (Boston, MA)
- …hedged, and extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions that pursue ... research and advice across various topics such as fundamental factors, manager research, asset allocation, quantitative investing, and risk management. We are… more
- Wellington (Boston, MA)
- …Teams, Investor Relations). The Fund Controller will report to the team's Manager of the Private Funds' Fund Control & Operations team. **RESPONSIBILITIES** Oversee ... work prepared by our third-party administrator, including: + Complex private portfolio company and/or private credit transactions + Waterfall and carried interest… more
- CIBC (Boston, MA)
- …+ Work with Relationship Managers, Business Development Officers, and clients to provide manager information and portfolio construction ideas. + Work with team ... position offers a unique opportunity to contribute to both portfolio management and investment execution while serving as a...required. + Graduate degree in a related field or CFA designation, preferred. + 10+ years of relevant experience… more
- Bank of America (Boston, MA)
- …and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by ... and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and… more
- Bank of America (Boston, MA)
- …to achieve competitive performance, while helping clients align their investment portfolio with their sustainability mission, objectives and/or values. The S2I team ... attribution reports, factor attribution and risk reports; contributing to portfolio commentary; interacting with broad base of internal constituents (field… more
- Wellington (Boston, MA)
- …investment products to financial advisors and home offices, and knowledge of portfolio construction. The individual in this role will bring an important perspective ... the importance of advisor education in effectively positioning an asset manager as a partner of choice. **Responsibilities** Specific responsibilities include but… more
- Wellington (Boston, MA)
- …with business, investment, and operational colleagues to support various aspects of portfolio investments + Contribute to deal process by tracking and inputting ... and Enterprise Risk Group + 2-5 years prior experience working at an asset manager and a working knowledge of global capital markets, preferred Not sure you meet… more
- Wellington (Boston, MA)
- …used by other development teams across Wellington to build and deploy portfolio manager facing applications (including research & collaboration, modelling, and ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more