capital markets manager

director of operations

event sales & operations intern Jobs in Boston

event sales & operations intern

investment banking intern

investment operations specialist

Lead Advisor

<div>
 
 Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm in Boston.
 
 
 
 
 
 Our client provides financial planning, investment management, banking and comprehensive advice to a wide range of ultra-high net worth clients, as well as family offices, foundations and endowments and is one of the largest RIAs in the country.
 
 
 
 
 
 In the this role you will have direct client contact, playing a critical role impacting the financial success of the firm's sophisticated clients. You will build deep relationships across the financial industry while orchestrating a seamless client experience. Your expertise will be vital in managing the complex and sensitive onboarding of new client relationships, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity.
 
 
 
 
 
 
 
 
 
 
 YOU WILL
 
 
 
 
 
 <ul>
 <li>
 Leverage your interpersonal skills to contribute to a successful and growing business
 </li>
 <li>
 Act as key point of contact for ultra-high net worth clients while working closely with firm advisors and teammates to ensure an exceptional client experience.
 </li>
 <li>
 Introduce clients to the firm's offerings including client reporting, digital capabilities and banking services
 </li>
 <li>
 Oversee asset movements, portfolio implementations and leverage your understanding of estate planning and tax concepts
 </li>
 <li>
 Execute, process and reconcile trading and other investment related transactions
 </li>
 </ul>
 
 
 
 
 
 
 <ul>
 <li>
 
 Skills &amp; Experience
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Bachelor's Degree Required
 </li>
 <li>
 Commitment to excellence and a high level of integrity
 </li>
 <li>
 Self-motivated and able to work in an autonomous, yet highly collaborative environment
 </li>
 <li>
 Meticulous attention to detail is a must
 </li>
 <li>
 Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
 </li>
 <li>
 Ability to work in a fast-paced environment and think clearly under pressure
 </li>
 <li>
 Strong interest in client service
 </li>
 <li>
 1-3 years experience in client service and/or the financial industry is preferred.
 </li>
 <li>
 Employees are required to be fully licensed investment advisors with an active Series 65; or
 </li>
 </ul>
 
 SIE, Series 7 and 63; or an active Professional Designation: Certified Financial Planner (CFP&reg;), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Investment Consultant (CIC) or Personal Financial Specialist (PFS).
 
 
 
</div>

Private Wealth Analyst

Marsh McLennan

<div><h2 class="jobSectionHeader">Company:
</h2>Mercer
<h2 class="jobSectionHeader">Description:
</h2>We are seeking a talented individual to join our Data Solutions team at Mercer. This role will be based in Boston, Toronto, or the U.K. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Data Solutions Team partners with the business teams to ensure that their data is available, accurate and fit for purpose. The Senior Alternatives Data Analyst will collaborate with the Private Markets and Hedge Fund teams to manage the data that is critical to the investment process.
We will count on you to:
<ul><li>Partner closely with the Private Markets and Hedge Fund Investment teams on data management and strategy
<ul><li>Develop knowledge of Investment Team workflows and critical data needs to understand and deliver their specific capabilities and requirements, working closely with platform providers and data and technology teams to implement tailored, fit-for-purpose solutions.
</li><li>Support the development and execution of investment data strategies by rolling out new platforms and solutions that adhere to data governance, management, and quality principles, ensuring they meet evolving needs.
</li><li>Support the delivery of alternatives data platforms and capabilities, working with data, technology, and platform providers to implement scalable solutions aligned to Mercer&rsquo;s broader data strategy.
</li></ul></li><li>Deliver Operational Transformation &amp; Effectiveness
</li></ul><ul><li>Contribute to the execution of the alternatives data roadmap, helping sequence and deliver initiatives that improve data quality, availability, and usability while balancing near‑term value with long‑term capability building.
</li><li>Drive operational transformation and efficiency by identifying opportunities to streamline data processes, reduce manual effort, and improve consistency across private markets and hedge fund workflows.
</li><li>Apply strong data governance and quality principles, ensuring alternatives data is accurate, timely, well‑controlled, and fit for investment decision‑making and downstream analytics.
</li><li>Perform root‑cause analysis on complex data issues, coordinating across investment teams, operations, technology partners, and third‑party vendors to resolve issues and prevent recurrence.
</li><li>Elicit, document, and refine business and data requirements, serving as a bridge between investment teams and technology partners throughout delivery. Partner with technology teams during design and implementation to validate requirements, support testing, and ensure delivered solutions meet business intent.
</li><li>Support and enable alternatives analytics use cases, including portfolio analytics, exposure analysis, performance, and risk, ensuring data foundations meet analytical and reporting needs.
</li><li>Manage day‑to‑day interactions with external data vendors and platform providers, monitoring data delivery, quality, and service levels, and escalating issues as appropriate.
</li></ul><ul><li>Collaborate and Promote Best Practices
<ul><li>Foster strong partnerships and collaboration with business, data, and technology partners to ensure comprehensive understanding of data needs and capabilities within the Investment Teams.
</li><li>Act as an ambassador for a data-driven culture, promoting the importance of data in decision-making, risk management and operational efficiency.
</li><li>Collaborate with business and technology colleagues to identify opportunities for data and workflow innovation that advance the data strategy and position Mercer as a leader in the investment space.
</li>Define and track measurable outcomes for data initiatives, contributing to metrics and dashboards that demonstrate progress, data quality improvements, and business impact. 
<li>
</li></ul></li></ul>What you need to have:
<ul><li>7+ years of experience in Asset Management, with direct exposure to Private Markets and/or Hedge Fund investment teams and their end‑to‑end data workflows.
</li><li>Strong understanding of alternatives investment data across the investment lifecycle, including fund structures, exposures, performance, risk, and reporting challenges unique to private assets.
</li><li>Hands‑on experience working within complex investment data ecosystems, including portfolio analytics, performance, risk, and exposure data used by investment and client teams.
</li><li>Strong communication skills, with the ability to tailor messaging to technical and non‑technical stakeholders and clearly articulate business outcomes.
</li><li>Demonstrated ability to translate business requirements into fit‑for‑purpose data solutions, balancing speed, quality, and scalability.
</li><li>Experience performing root‑cause analysis of data quality and operational issues, partnering across investment, operations, technology, and third‑party providers.
</li><li>Ability to operate effectively under pressure in a fast‑paced alternatives environment, with a results‑oriented and problem‑solving mindset.
</li><li>Results-oriented approach with a demonstrated ability to sympathize with the operational challenges of our investors and drive change.
</li><li>Enthusiasm for solving problems through data, technology and connecting the dots.
</li></ul>What makes you stand out:
<ul><li>Proven track record of partnering closely with Private Markets and Hedge Fund investment teams to deliver impactful, data‑driven solutions.
</li><li>Experience contributing to data transformation initiatives, including the rollout or enhancement of alternatives data platforms, tools, or operating models.
</li><li>Strong judgment in triaging data issues, coordinating across internal stakeholders and external vendors, and managing communication and escalation appropriately.
</li><li>Working knowledge of alternatives data platforms and vendors such as iLevel, Vidrio, S&amp;P EDM, Diligence Vault, Dasetti, or similar tools supporting private assets.
</li><li>Ability to connect data, technology, and investment objectives, enabling better decision‑making, risk management, and client outcomes.
</li><li>Professional certifications such as CFA or CAIA, or demonstrated progress toward them.
</li></ul>Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one &ldquo;anchor day&rdquo; per week on which their full team will be together in person.
The applicable base salary range for this role is $68 400 to $136 800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</div>

Senior Alternatives Data Analyst

Daley And Associates, LLC

<div>
 
 
 
 
 
 Executive Assistant
 
 
 
 
 
 
 
 
 
 We are currently seeking candidates for an Executive Assistant to opportunity with a highly successful alternative asset management firm located in Boston, MA. The Executive Assistant will be responsible for providing executive support to the CEO and C-Suite leadership, including performing complex calendar management, coordinating domestic and international travel arrangements, and overseeing meeting preparation. Additionally, the Executive Assistant will manage day-to-day office operations to ensure efficient daily operations. The ideal candidate will have 4-6+ years of executive assistant, administrative assistant, or office management experience in investment management, financial services, or related professional services environment.
 
 
 
 
 
 
 
 
 This is a 3-6+ month contract-to-hire opportunity, paying between $40-$50/hour (depending on experience). This position supports a hybrid work-model (onsite 4 days and remote 1 day per week). &nbsp;
 
 
 
 
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 
 
 
 Provide executive support to the CEO and C-Suite leaders, while overseeing day-to-day office operations
 
 
 
 </li>
 <li>
 
 
 
 Manage complex calendars, meetings, and domestic and international travel
 
 
 
 </li>
 <li>
 
 
 
 Prepare and manage executive correspondence, presentations, and briefing materials
 
 
 
 </li>
 <li>
 
 
 
 Coordinate executive, board, and investor/client meetings, including agendas, materials, and logistics
 
 
 
 </li>
 <li>
 
 
 
 Track priorities and ensure timely follow-through on action items
 
 
 
 </li>
 <li>
 
 
 
 Oversee office operations, including vendor management (IT, facilities, supplies, security), onboarding support, and workspace logistics
 
 
 
 </li>
 <li>
 
 
 
 Serve as the primary point of contact for office needs and a trusted liaison for internal and external stakeholders
 
 
 
 </li>
 <li>
 
 
 
 Handle confidential information with discretion and support special projects as needed
 
 
 
 </li>
 <li>
 
 
 
 Perform additional responsibilities as needed
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 <ul>
 <li>
 
 
 
 Bachelor&rsquo;s degree (required)
 
 
 
 </li>
 <li>
 
 
 
 4-6+ years of executive, administrative, and office assistant experience in investment management, financial services, or related professional services&nbsp;
 
 
 
 </li>
 <li>
 
 
 
 Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, and Outlook)
 
 
 
 </li>
 <li>
 
 
 
 Fluency in English and Spanish, with the ability to communicate professionally in both written and verbal contexts (preferred, but not required)
 
 
 
 </li>
 <li>
 
 
 
 Strong organizational, time management, and prioritization skills
 
 
 
 </li>
 <li>
 
 
 
 High degree of professionalism, discretion, and sound judgement
 
 
 
 </li>
 <li>
 
 
 
 Exceptional follow through skills with strong attention to detail
 
 
 
 
 </li>
 </ul>
 
 
 
 For immediate consideration, interested and qualified candidates should send their resume to Jenny at&nbsp;jfriedman@daleyaa.com.
 
 
 
 
 
 
 
 
 
 
 
 
</div>

Executive Assistant

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
The Role:
The Equity Trade Support Analyst provides a very broad range of support functions to various sales and trading desks within Fidelity Capital Markets. With advances in technology, it is important that you have an aptitude for understanding complex (and changing) workflows. We need you to efficiently apply your knowledge and experience to the problem or task at hand, while having an appreciation of the impact your decisions may have on other partners (i.e. customers, colleagues, traders, etc.) We would like you to feel empowered to be proactive and creative when it comes to solving business problems. In support of the various desks and clients, we expect you to work closely with other middle office, back office, and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors.
<ul><li>Monitoring and ensuring timely and accurate allocations for equity trades, including blocks, electronic, SAM, and Program trades
</li><li>Resolving issues with unallocated trades, incorrect allocations, money differences, trades that are not settling, clearing, or comparing, problem with confirms and bad account instructions, closed accounts, P&amp;S trade breaks, DVP/RVP Fails, and step-outs
</li><li>Building and maintaining contacts with clients, contra brokers, floor brokers, and other parties involved with trade execution, allocation, clearance, and settlement
</li><li>Monitoring error accounts, including assisting sales/traders with running, covering, and documenting errors, as well as providing timely reporting on all errors
</li><li>Analyzing internal operations, seeking ways to improve work flows through automation</li><li>
Minimizing operational, monetary, and reputational risk to the firm by building and supporting a thoroughly procedurally-compliant environment
</li></ul>The Expertise and Skills You Bring:<ul><li>
Brokerage industry experience, preferably in trading or middle/back-office operations
</li><li>Bachelor's Degree
</li><li>Series 7 and 63 Licenses (if not currently registered, such exams must be successfully passed within six months of hire)
</li><li>You have strong analytical and project management capabilities
</li><li>You can work independently with little direct supervision with recognition of when to partner and collaborate to gain consensus across multiple business divisions
</li><li>You offer detailed knowledge of custody operations: such as DVP/RVP flows
</li><li>You bring proven understanding of comparison, clearance and settlement for domestic equity and options
</li><li>The ability to balance trading risks and the escalation process effectively and timely
</li></ul>The Team
Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity&rsquo;s own businesses. FCM offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting. Our product coverage includes Equity Block Sales/Trading, Program/Electronic Trading, SAM Trading, International Equity Trading, Prime Brokerage, Soft Dollars, and New Accounts.
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is - per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. 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. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity&rsquo;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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.<h3 class="jobSectionHeader">
Certifications:</h3><h3 class="jobSectionHeader">
Category:</h3>
Brokerage Operations</div>

Senior Analyst, Equity Trade Support

<div><h3 class="jobSectionHeader">Job Description:</h3><h3 class="jobSectionHeader">
Senior Executive Assistant</h3>
The Asset Management (AM) Senior Executive Assistant position in Fidelity&rsquo;s Asset Management (AM) division plays a vital role in the company's success. Individuals serving in these positions are part of a larger AM Compliance, Risk and Business Operations global administrative team and recognized by their colleagues as key members of our team. You will have the opportunity to work directly with and provide support to management at all levels of the company and frequently deal directly with customers and business partners as well.
<h3 class="jobSectionHeader">The Role
</h3>Provide advanced and diverse administrative support within Asset Management. This support will include:
<ul><li>Provide all aspects of support (e.g., proactive calendar management, meeting coordination, trouble shooting of conflicts and potential obstacles, domestic and international travel planning and expense reporting) for multiple executives and investment professionals.
</li><li>Manage daily workflow of expected and unexpected requests and commitments to ensure accuracy, efficiency and timeliness.
</li><li>Communicate on behalf of at all levels both internally and externally.
</li><li>Develop and maintain working relationships across business units to facilitate efficiency and problem solving.
</li><li>Engage with team members to advance best practices and cross-train on new and existing tools.
</li></ul><h3 class="jobSectionHeader">The Expertise and Skills You Bring
</h3><ul><li>This position requires an experienced administrative assistant who demonstrates professionalism, maturity, enthusiasm, initiative and a high level of energy. 3+ years of executive administrative experience preferred.
</li><li>Strong organizational, time-management, prioritization and project management skills Ability to successfully build relationships and interact positively and effectively across multiple levels Excellent written and verbal communication skills Focus on accuracy and attention to detail.
</li><li>Collaboration, creativity, flexibility, and teamwork in scheduling meetings.
</li><li>Experience in managing sensitive and confidential information.
</li><li>Initiative and follow through to identify and resolve potential obstacles or conflicts and provide immediate resolution and/or alternatives.
</li><li>Strong Microsoft Outlook, Word, PowerPoint, Excel and MS Teams skills.
</li><li>A bachelor&rsquo;s degree strongly preferred or related work experience.
</li></ul>Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $60,000 - $92,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. 
 
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. 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. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3 class="jobSectionHeader">
Certifications:</h3><h3 class="jobSectionHeader">
Category:</h3>
Administration</div>

Senior Executive Assistant

Cambridge Associates

<div>Firm Overview:
Cambridge Associates (&ldquo;CA&rdquo;) is a leading global investment firm. CA&rsquo;s goal is to help endowments &amp; foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com .
Job Description Summary:
Senior Investment Directors will work with colleagues to help clients meet or exceed their investment objectives. Investment Directors work within a team-based structure, with Managing Directors, Investment Directors and Associates. This position involves developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. Senior Investment Directors also conduct due diligence on investment opportunities, select and recommend appropriate managers for investments, and evaluate performance of individual managers and total portfolios. There are opportunities to oversee and participate in all aspects of client projects, including performing analytical tasks, developing recommendations, supervising investment associates, and developing presentation materials. Senior Investment Directors assume significant individual responsibility on client relationships, including direct client interaction and presenting recommendations directly to clients.
Job Description:
Responsibilities:
<ul><li>Create and develop diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs to client
</li><li>Conduct analyses, prepare materials and direct clients on investment and financial issues; lead and coordinate ad hoc client requests
</li><li>Work with and present directly to clients; develop relationships with clients, including Investment Committees, CIO/CFO of client institutions, outside advisors, etc.
</li><li>Select and evaluate investment managers for virtually all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil &amp; gas
</li><li>Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities
</li><li>Oversight of analyst/associate level team members, which includes training and mentoring needs, performance reviews, and career development.
</li></ul>We Offer:
<ul><li>In-depth orientation and training program and structured mentorship program, which partners Investment Directors with senior-level resources to support development
</li><li>Team-based work structure, which supports an environment where immediate contributions can be made; and ongoing learning is encouraged and fostered
</li><li>Ability to attend meetings with top-tier investment managers; broad exposure to asset classes and strategies
</li><li>Opportunities to work with and meet colleagues across our global offices
</li><li>Opportunities to join Employee Resource Groups to help shape our community and promote corporate citizenship
</li></ul>Requirements:
<ul><li>BA/BS required. An MBA or CFA strongly preferred
</li><li>Appropriate investment knowledge and experience, gained from work at an investment firm or a large institutional investor, or family office
</li><li>Demonstrated investment knowledge and analytical skills
</li><li>Strong communication and relationship management skills
</li><li>Excellent organizational skills, strong attention to detail, ability to prioritize and work on multiple projects simultaneously
</li><li>Must be eligible to work in the US without sponsorship or restriction now or in the future
</li></ul>Base salary range for this role:
Pay Range Minimum:
181500
Pay Range Maximum:
246800
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.</div>

Senior Investment Director, Endowment and Foundation

Keller Augusta

<div>
 
 
 
 Firm Overview:
 
 
 
 
 Our client is a vertically integrated real estate investment, development, and management firm with a 50-year track record of investing across market cycles on behalf of private and institutional investors. Headquartered in Boston with an office in New York, The Firm operates a fully integrated platform of approximately 120 professionals spanning investments, development, asset management, property management, and corporate operations.
 
 
 
 
 
 Since inception, the firm has invested approximately $12.8 billion of gross asset value and raised $2.9 billion of equity across five value-add funds, executing complex transactions across equity, structured capital, and credit strategies. Over the course of its history, the firm has owned, operated, and developed more than 37 million square feet of commercial space and nearly 14,000 residential units.
 
 
 The Firm&rsquo;s investment platform is organized around property-type focused verticals, including Industrial, Multifamily, and Science &amp; Technology, and is anchored by a thematic, value-oriented investment approach emphasizing complex business plans, capital structure creativity, and hands-on execution. A unique combination of capital markets expertise, development capabilities, and in-house asset and property management enable the firm to identify and capitalize on opportunities created by market dislocation, distressed capital structures, and evolving tenant and user demand.
 
 
 
 
 
 
 
 Position Overview:
 
 
 
 
 The
 
 
 Portfolio Management Associate
 
 
 will serve as the day-to-day lead for maintaining and developing portfolio reporting tools including standardized templates for financial models and valuations, asset performance tracking, market data collection, and project management across sales, leasing, and related workflows. This role will report to the
 
 SVP of Portfolio Management &amp; Head of Investor Relations
 
 . The Portfolio Management Associate will ensure the technical accuracy and consistency of portfolio models, templates, and dashboards, and will drive the timely production of recurring portfolio analytics and interdepartmental reports that inform strategy and valuations.
 
 
 
 
 
 
 
 Role &amp; Responsibilities:
 
 
 
 
 The Portfolio Management Associate will lead the maintenance of day-to-day tracking tools for asset performance (e.g., Pereview), market data, and collective activity trackers for project management workflows (e.g., Altrio), ensuring reporting tools remain accurate, current, and aligned with portfolio governance needs.
 
 
 
 
 
 
 Standardization of Work Product and Templates:
 
 
 <ul>
 <li>
 The role will assist in establishing and building standard templates and work product standards, including valuation models (DCFs), return projections, and net effective rent (NER) conventions.
 </li>
 <li>
 Will support the continual refinement of reporting standards for accounting and development to improve tracking of historical performance against projections.
 </li>
 <li>
 Will support the continual improvement and support of portfolio analytics tracking through existing tools, AI or additional software solutions.
 </li>
 </ul>
 
 
 
 
 
 Interdepartmental Reporting Cadence:
 
 
 <ul>
 <li>
 The Portfolio Management Associate will lead the maintenance and production of interdepartmental recurring reports and trackers, including the Disposition Pipeline, BOV/Appraisal Tracking, commercial/multifamily/storage Leasing Tracking, and Debt SWAT Analysis, quarterly investor workbooks, and supporting recurring meetings and timely information flow.
 </li>
 </ul>
 
 
 
 
 
 Portfolio Analytics and Performance Reporting:
 
 
 <ul>
 <li>
 The role will produce portfolio analytics in partnership with portfolio management leadership and finance including Portfolio Returns Reports by asset class vertical and by fund on a quarterly basis, Portfolio Performance Metric tracking and fund roll-up reports, and the fair market values (FMV) / net asset values (NAV) schedule with cap and discount rate tracking.
 </li>
 </ul>
 
 
 
 
 
 Model and Projection Quality Control:
 
 
 <ul>
 <li>
 The Portfolio Management Associate will assist with technical accuracy checks of portfolio models and projections and help maintain governance standards for Investment Committee approval, ensuring assumptions are accurate and consistent with business plans and timelines.
 </li>
 </ul>
 
 
 
 
 
 Collaboration:
 
 
 <ul>
 <li>
 The Portfolio Management Associate will coordinate with portfolio management, asset management, accounting, development, finance, and investor relations to ensure that data, assumptions, and reports are consistent, timely, and decision-useful for both internal reviews and external investor communications.
 </li>
 </ul>
 
 
 
 
 
 
 Skills &amp; Qualifications:
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree and a minimum of 2+ years of real estate experience, with a preference for experience within the various asset classes.
 </li>
 <li>
 Exceptional written and oral communication skills, with acute attention to detail.
 </li>
 <li>
 Project management skills and the ability to multitask and prioritize workload efficiently and effectively with little direction.
 </li>
 <li>
 Must have proficient working experience with Ai.
 </li>
 <li>
 Experience with Pereview and/or Altrio are a plus.
 </li>
 </ul>
</div>

Portfolio Management Associate

Explore 255+ Investment operations specialist in Boston this March. Find roles across top companies and apply now to boost your career.