executive director - senior lead cre portfolio manager

accounting associate

capital markets manager

executive director - senior lead cre portfolio manager Jobs in Boston

human resources associate

lead financial planning advisor (hybrid) Jobs in Boston

lead financial planning advisor (hybrid)

portfolio management associate

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

Boston University

<div>The Director, Research Compliance Informatics &amp; Communications reports to the Associate Vice President and provides oversight of compliance systems, websites, training platforms, and communications across the Research Compliance portfolio. The role partners with Research, campus Information Services and Technology, and departmental stakeholders, and dedicates time to systems implementation, integration, training, and production of compliance metrics. 
 
 
Required Skills 
Minimum 8 years relevant experience. Strong communication and project management skills. Experience with compliance or research administration systems preferred. 


We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, natural or protective hairstyle, religion, sex, age, national origin, physical or mental disability, sexual orientation, gender identity, genetic information, military service, pregnancy or pregnancy-related condition, or because of marital, parental, or veteran status. We are a VEVRAA Federal Contractor.</div>

DIRECTOR, INFORMATICS & COMMUNICATION, Research Compliance

Alvarez & Marsal

<div></div><div><div><div>Location: Boston, MA, United States 
Date Posted: Mar 12, 2026</div><div><div> 
</div></div></div><div>Description
Alvarez &amp; Marsal Private Equity Performance Improvement
Senior Associate, IT &amp; Merger Integration
Alvarez &amp; Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) &ndash; Information Technology &amp; Merger Integration team. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&amp;M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range.
Our PEPI services include:<ul><li>
Merger Integration &amp; Carve-outs</li><li>
IT- pre-acquisition diligence</li><li>
IT- post-acquisition implementations and integration</li><li>
Interim Management</li><li>
Rapid Results</li><li>
Supply Chain</li><li>
CFO Services</li></ul>
Private Equity Focused Professionals
We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances.
The team works across the full spectrum of the deal lifecycle from pre-deal technology, operational and synergy reviews, through 'Day-1' planning, to post-deal implementations. Our services include due diligence (IT and operational), merger integration / carve-out planning and execution, transition service agreement negotiation &amp; governance, ERP implementations, IT operations &amp; cost reduction, and enterprise architecture.
The PEPI IT group is a growing business targeting high growth in the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international business assignments.
Senior Associate:
We are seeking individuals that can be part of a team that delivers large, complex client engagements that identify, design, and implement creative business and technology solutions for private equity clients and their portfolio companies. A&amp;M Managers frequently work on the following types of engagements:<ul><li>
Pre-acquisition IT diligence assignments focused on the following key areas: Business systems (e.g., ERP, WMS, and CRM); IT Infrastructure; Enterprise Architecture; Software Development Lifecycle; Budgetary analysis; and Organizational / Personnel assessment</li><li>
Merger-integration and carve-out execution</li><li>
Day-1 and 100-day planning and execution - driving performance improvement in key areas such as ERP; back office ; supply chain; BI / reporting integration; customer and channel management; track progress against Day-1 and Day-100 objectives, adjusting strategies or personnel as required</li></ul><ul><li>
Implement the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance.</li></ul>
Qualifications:<ul><li>
3-6 years of professional consulting or relevant industry experience, with a minimum of three years specializing in systems implementations, merger integration, business transformation, and change management</li><li>
Deep functional expertise in one of more of the following areas:<ul><li>
IT Pre-Acquisition Diligence</li><li>
IT merger integration and carve-out</li><li>
Business / IT transformation program / project management (e.g., ERP)</li><li>
Collaboration and leading change to improve key business functions, such as supply chain and/or finance/accounting</li><li>
IT operations</li><li>
Solution architecture</li><li>
Enterprise architecture and infrastructure</li><li>
IT assessment and strategy development</li><li>
IT performance improvement and cost reduction</li></ul></li><li>
Proven writing skills with a desire to produce polished client-facing documents</li><li>
Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis</li><li>
Specific experience designing and supervising the execution of internally-focused and externally-focused change/communications strategy.</li><li>
Bachelor&rsquo;s degree required</li><li>
Flexibility to travel at least 75% of time</li></ul>
The salary range is $100,000 - $150,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez &amp; Marsal Holdings&rsquo; fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&amp;D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez &amp; Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.
#LI-CP1
</div><div><h2 class="jobSectionHeader">Inclusive Diversity</h2>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
<h2 class="jobSectionHeader">Equal Opportunity Employer</h2>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .
<h2 class="jobSectionHeader">Unsolicited Resumes from Third-Party Recruiters</h2>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</div></div>

PEPI Senior Associate - IT M&A

Wells Fargo

<div>Corporate &amp; Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
About this role:
Wells Fargo is seeking an Executive Director, Senior Lead Commercial Real Estate Portfolio Manager to manage a portfolio of complex LIHTC equity investments, providing strategic leadership of exit pathways, workouts, and portfolio direction across some of Wells Fargo&rsquo;s largest and most sophisticated affordable housing clients. This Executive Director role requires deep experience in exit strategies and workout scenarios, including leading the development, direction, and execution of exit plans for LIHTC and affordable housing assets. The ED will oversee complex disposition and workout decisions, guide partners through resolution pathways, and set the strategic approach to maximize outcomes for the portfolio.
In this role, you will:<ul><li>
Set portfolio-level exit and workout strategy; lead negotiation and execution of dispositions for LIHTC investments, partnering with senior leaders to align on strategic pathways and optimize outcomes.</li><li>
Independently manage a portfolio of complex LIHTC equity investments, serving as the primary point of contact for general partners and internal stakeholders.</li><li>
Monitor performance across construction, lease-up, and stabilized stages, directing market assessments, reviewing third-party inspections, conducting site visits, and identifying emerging risks.</li><li>
Lead risk governance for the portfolio, including surveillance for changes in risk ratings and delivering recommendations to credit partners and senior management.</li><li>
Analyze financial statements, tax returns/audits, and partnership documentation; review and underwrite general partner consent requests; and evaluate capital contribution and reserve withdrawal requests.</li><li>
Drive issue identification and execution of action plans for troubled investments, while championing asset-management process improvements and cross-functional resolutions.</li><li>
Provide executive leadership through coaching and mentoring talent, leading projects and teams, and collaborating with CRE partners and managers to resolve complex issues and achieve strategic goals.</li></ul>
Required Qualifications:<ul><li>
7+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:<ul><li>
7+ years of LIHTC experience across underwriting, portfolio/asset management, workouts, and dispositions, with strong knowledge of Section 42 and affordable housing fundamentals</li><li>
Proven experience negotiating Investor Limited Partner (ILP) exits and leading exit/workout strategies, including interpreting partnership agreements and executing disposition plans</li><li>
Manage, strategize and execute action plans to resolve troubled tax credit investments</li><li>
Advanced financial and tax analysis capabilities, with demonstrated ability to model exit economics and assess credit/portfolio impacts</li><li>
Proficiency with complex CRE and partnership documentation, including underwriting perm loan conversions and evaluating construction-stage transactions</li><li>
Executive-level communication and stakeholder management, with a track record of influencing cross-functional partners and senior leaders</li><li>
Leadership experience includes coaching, training, mentoring, and directing project teams in a fast-paced environment</li><li>
Strong analytical skills and advanced Excel proficiency, with exceptional attention to detail and sound judgment in complex situations</li><li>
Bachelor&rsquo;s or Master&rsquo;s degree in Real Estate, Finance, Accounting or related field</li></ul> 
Job Expectations:<ul><li>
Ability to travel as needed</li><li>
Willingness to work on-site in accordance with current office requirements</li><li>
Ability to work additional hours as needed</li><li>
Visa sponsorship is not available</li><li>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li></ul>
Pay Range: $200K - $250K
#LI-AD5</div>

Executive Director - Senior Lead CRE Portfolio Manager

<div>Corporate &amp; Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
About this role:
Wells Fargo is seeking a Vice President, Lead Commercial Real Estate Portfolio Manager - Tax Credit to manage a portfolio of equity investments from some of our largest and most complex affordable housing clients. This requisition represents multiple VP opportunities across the Tax Credit Asset Manager (TCAM) team, supporting various hiring managers. While the core responsibilities are consistent across roles, individual positions may differ based on portfolio focus (e.g., stabilized vs. pre‑stabilized transactions). Candidates will be evaluated for the best fit across available openings. 
In this role, you will:<ul><li>
Independently manage a portfolio of LIHTC/affordable housing real estate investments, serving as the primary point of contact for general partners and internal teams.</li><li>
Monitor performance of stabilized, construction, and lease‑up assets, including review of third‑party reports, inspections, market conditions, and site visits to identify risks or performance issues.</li><li>
Analyze financial statements, tax returns, partnership documentation, and sponsor financials to assess asset health, compliance, and credit quality.</li><li>
Identify emerging issues, develop recommendations, and execute action plans, including evaluating and communicating risk rating changes to credit partners and senior management.</li><li>
Review and underwrite general partner consent requests, such as loan refinances, partnership structure changes, reserve releases, and capital contribution adjustments.</li><li>
Evaluate and process capital contribution requests and reserve withdrawals, ensuring calculations, adjusters, and documentation comply with partnership agreements.</li><li>
Provide leadership through coaching, mentoring, and supporting junior team members, while contributing to asset management process improvement initiatives.</li><li>
Oversee and track work outsourced to third‑party vendors, ensuring accuracy, timeliness, and alignment with asset management standards.</li></ul> 
Required Qualifications:<ul><li>
5+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul> 
Desired Qualifications:<ul><li>
5+ years of LIHTC experience across underwriting, asset/portfolio management, financial analysis, or related roles, with strong knowledge of Section 42 regulations and affordable housing fundamentals</li><li>
Proven ability to manage and assess LIHTC/affordable housing assets at all stages, including construction, lease‑up, transition to stabilization, and ongoing operations</li><li>
Strong ability to review tax returns, audits, and financial statements, with deep understanding of financial and tax‑related issues affecting real estate investments</li><li>
Experience underwriting perm loan conversions, evaluating construction‑stage deals, and reviewing complex CRE loan, investment, and partnership legal documents</li><li>
Demonstrated ability to solve complex problems with accuracy, advanced Excel skills</li><li>
Ability to manage multiple concurrent deals/projects with strong organization; experience coaching, mentoring, or supporting team development.</li><li>
Ability to effectively summarize and present complex material to diverse stakeholders.</li></ul> 
Job Expectations:<ul><li>
Ability to travel as needed</li><li>
Willingness to work on-site in accordance with current office requirements</li><li>
Ability to work additional hours as needed</li><li>
Visa sponsorship is not available</li><li>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li></ul>
Pay Range: $150,000-$200,000
#LI-AD5</div>

VP - Lead Commercial Real Estate Portfolio Manager

Geode Capital Management

<div><div>Geode Capital Management, LLC is seeking an experienced Senior Portfolio Analyst with a technology focus on the Performance &amp; Analytics Team. This role will assist with the architecture, development, and optimization of data-driven solutions in support of the various analytical efforts that help measure how efficiently our portfolios track their benchmarks. Reporting to the Manager, Portfolio Analytics, this role will partner with Portfolio Analysts, Quantitative Analysts and technology teams to design, implement and enhance technological solutions towards delivering advanced analytics and interactive dashboards. This effort will advance the team&rsquo;s role towards Geode&rsquo;s overall Investment and Risk management.</div>
<div>This is a hybrid work environment opportunity located in Boston, MA with a weekly in-office schedule of Tuesdays, Wednesdays and Thursdays and remote work availability on Mondays and Fridays.</div>
<div></div><div>Responsibilities:</div>
<ul><li>Lead modernization of research and portfolio analytics data, establishing scalable, history‑aware foundations and data products supporting quantitative research, back testing, performance analysis across the platform.</li>
<li>Own data quality and readiness of our analytical tools end‑to‑end, defining standards for accuracy, lineage, versioning, performance to ensure outputs remain high quality and decision‑ready for IM stakeholders.</li>
<li>Drive analytics and quantitative solutions to deliver prescriptive insights, predictive root‑cause analysis, translating outputs into real‑world context, partnering closely with Portfolio Analytics, Data, Technology to modernize workflows, scale adoption across the business.</li>
<li>Own improvement of the team&rsquo;s Python codebase by building shared libraries, increasing Snowflake adoption; optimizing performance, plus buildout of Tableau dashboards.</li>
<li>Serve as a liaison to technology to ensure tools, processes, and practices align with firmwide requirements, best‑practice standards.</li>
<li>Build and maintain interactive dashboards, visualizations using Python, SQL, Tableau to deliver clarity, accuracy, and actionable insights.</li>
<li>Lead data‑infrastructure modernization initiatives, drive automation, implement best practices in governance, security.</li>
<li>Mentor junior analysts, foster a culture of innovation, technical excellence, and continuous learning.</li>
<li>Partner with technology and business teams to ensure alignment, clear communication, and effective prioritization of analytics initiatives.</li>
<li>Promote standardization, scalability, consistency, and reliability across analytics solutions enterprise‑wide.</li>
</ul><div>Skills You Bring:</div>
<ul><li>6+ years of experience in data analytics, data engineering, or a related technology-focused role within the equity asset management industry</li>
<li>Advanced proficiency in Python, SQL and Tableau/PowerBI</li>
<li>Demonstrated hands-on experience with cloud data platforms (Snowflake, AWS, Azure, or GCP)</li>
<li>Expertise in building and optimizing large-scale data models, working with structured and unstructured data</li>
<li>Strong background in data visualization and BI tools (Tableau, Power BI, or similar), with a portfolio of impactful dashboards and analytics solutions</li>
<li>Experience with statistical analysis is a plus</li>
<li>Understanding the Investment Management process/life cycle is a plus</li>
<li>Excellent problem-solving skills, with the ability to translate ambiguous business questions into clear technical solutions</li>
<li>Strong organizational and project management skills, with a track record of delivering high-quality analytics under tight deadlines</li>
<li>Effective communicator, able to explain complex technical concepts to both technical and non-technical audiences</li>
<li>Passion for technology innovation, intellectual curiosity, and a collaborative, team-oriented mindset</li>
</ul><div>Company Overview:</div>
<div>Founded in 2001, Geode is headquartered in Boston&rsquo;s financial district, the center of one of the world&rsquo;s most vibrant finance and technology hubs and employs approximately 200 employees.</div>
<div></div><div>Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1.5 trillion. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.</div>
<div></div><div>Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.</div>
<div></div><div>Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid parental leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, commuter subsidy, charitable donation matching, family care assistance including a backup care benefit, adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.</div>
<div></div><div>Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers.</div></div><div></div>

Senior Portfolio Analyst

Clean Energy Ventures

<div>JOB OPENING: Office Coordinator
Hybrid with weekly travel into Boston Office
We&rsquo;re a different kind of climate tech VC firm: we lean into complex technologies, we transform strong technical teams into strong commercial teams, and we have a 20-year track record of investments. We invest in multifaceted &mdash; often hardtech &mdash; solutions that will enable decarbonization at massive scale, then provide hands-on guidance to guide our startups&rsquo; successes.
Our team is transparent, growth-oriented, and inclusive. We believe in the work we&rsquo;re doing to help human civilization thrive sustainably and the power of the technologies and people we invest in.
Role Overview 
The Office Coordinator is responsible for the smooth day-to-day operation of CEV&rsquo;s Boston Headquarters and our hybrid/remote team. This role focuses on site operations, scheduling, calendars, vendor coordination, and administrative execution, and serves as the first point of contact for many inbound needs. 
The Office Coordinator ensures that the entire office environment (both in-person and remotely) functions smoothly. This includes maintaining a welcoming and productive environment for team members, guests, and partners; coordinating logistics for meetings and events; and ensuring virtual and hybrid meetings are well organized and coordinated. The role supports executives and team members by managing shared calendars, scheduling meetings across multiple time zones, and assisting with travel coordination and expense processing across the team. 
This individual will also be responsible for liaising with the coworking space provider, IT and service vendors, and other partners to ensure smooth daily operations. They will play an important role in coordinating onsite activities such as interviews, partner meetings, and portfolio events, while supporting internal communication and team organization. 
This is a highly visible position within the firm, best suited for someone who is detail-oriented, organized, and proactive. The ideal candidate thrives in a collaborative environment, anticipates needs before they arise, and takes ownership of creating an efficient, positive, and well-managed hybrid workplace that supports the broader mission of Clean Energy Ventures. 
Key Responsibilities<ul><li>
Manage day-to-day office logistics, facilities, and hospitality standards</li><li>
Own and maintain up-to-date calendars for firm executives, and for team-wide virtual meetings</li><li>
Own a variety of vendor relationships, including coworking, software providers and IT</li><li>
Serve as the first stop for general inbound inquiries, understanding and directing urgent and important communications</li><li>
Assist with team travel arrangements around special events</li><li>
Manage physical mail and process invoices as needed</li><li>
Support the timely completion and processing of expense reports across the firm monthly in coordination with the Finance &amp; Accounting Associate</li><li>
Provide venue and onsite coordination support for a variety of events, including professional networking events, hybrid pitch meetings, portfolio onboarding, and more.</li><li>
Provide event coordination and investment pipeline support to our sister organization, Clean Energy Venture Group, as needed and in coordination with their Executive Managing Director</li></ul>
Qualifications &amp; Experience:
Qualified candidates will possess a strong combination of the following:<ul><li>
Uncompromising integrity and professionalism, with a demonstrated reputation for discretion, reliability, sound judgment, and follow-through in high-trust environments</li><li>
Strong emotional intelligence and interpersonal skills, enabling effective collaboration across a diverse, mission-driven team and with external partners, executives, and visitors</li><li>
Proven ability to manage multiple priorities simultaneously, maintaining accuracy, responsiveness, and calm under shifting deadlines and competing demands</li><li>
Experience supporting executives and teams in a fast-paced, hybrid or distributed workplace, including calendar management, scheduling across time zones, and administrative coordination</li><li>
Demonstrated ability to own operational details end-to-end, including vendor coordination, facilities or coworking relationships, travel logistics, and day-to-day office operations</li><li>
Strong written and verbal communication skills, with the ability to triage inbound requests, communicate clearly and professionally, and ensure timely follow-up</li><li>
Prior experience in an administrative assistant, office coordinator/manager, or operations support role, ideally within a professional services, investment, startup, or mission-driven organization</li><li>
Highly organized and detail-oriented, with comfort managing administrative processes such as expense reporting, invoice processing, and document handling</li></ul>
When in doubt if you meet all these requirements, please apply!
Compensation &amp; Benefits
We provide competitive and holistic compensation to all our team members, including:<ul><li>
Competitive salary</li><li>
Carried interest (i.e., a share in the profits from fund performance)</li><li>
401(k) and additional retirement plan benefits</li><li>
Healthcare coverage or healthcare coverage subsidy</li><li>
Unlimited vacation policy, mental health personal days, generous sick leave, plus a week-long winter break at the end of December</li><li>
Paid parental leave and medical leave of up to 20 weeks; short and long term disability</li><li>
Work from home office stipend and cell phone stipend</li></ul>
Clean Energy Ventures operates in a hybrid work environment when health and safety regulations permit. This role can be fulfilled remotely, with the expectation of semi-monthly travel.
Closing Statement
At Clean Energy Ventures we aim to identify and manage our own unconscious biases in the hiring process and otherwise. We encourage all qualified applicants from any background to apply for this role.
Above and beyond discrimination/harassment based on &ldquo;protected categories,&rdquo; Clean Energy Ventures also strives to prevent other, subtler forms of inappropriate behavior (e.g., stereotyping) from ever gaining a foothold in our team. Whether blatant or hidden, barriers to success have no place at Clean Energy Ventures.
Clean Energy Ventures is an equal opportunity employer, and will not discriminate in terms of recruitment, progression and terms and conditions of work on the basis of personal characteristics unrelated to inherent job requirements including gender, race, color, disability, political opinion, sexual orientation, age, religion, origin, and marital status. 

c7jsxL6JnR</div>

Office Coordinator

Explore 302+ Portfolio management associate in Boston this March. Find roles across top companies and apply now to boost your career.