46 portfolio analyst jobs at 24 companies in Everett, MA
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Equity Solutions Portfolio Analyst – Portfolio Construction & Optimization
Boston, Massachusetts, United States
$175k-$200k/yrHybridFull Time
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
5+ YOE5+ years in portfolio construction or quantitative investment role; strong quantitative, portfolio optimization and risk analysis skills; proficiency with portfolio analytics platforms and coding/querying tools; strong communication.
New Brunswick or Jacksonville or Raritan or Cincinnati or Raynham
$94k-$152k/yrHybridFull Time
Johnson & JohnsonNYSE: JNJ: Provides pharmaceutical products and medical technology healthcare solutions.
4+ YOEBachelor's degree required; 4+ years portfolio/PMO/R&D finance experience in MedTech/Pharma/healthcare; advanced Excel and Power BI skills; Planisware or PPM experience; strong storytelling and stakeholder influence.
Planisware, Power BI, Alteryx, Microsoft Excel, Microsoft PowerPoint, ETL
New Brunswick or Jacksonville or Raritan or Cincinnati or Raynham
$94k-$152k/yrHybridFull Time
Johnson & JohnsonNYSE: JNJ: Develops and manufactures pharmaceutical drugs and medical devices.
4+ YOEBachelor's degree required, 4+ years portfolio/PMO/R&D finance experience in MedTech/Pharma/healthcare, advanced Excel and Power BI, Planisware/PPM experience preferred, strong analytics and executive storytelling.
Planisware, Power BI, Alteryx, Microsoft Excel, Microsoft PowerPoint, ETL
Cincinnati or Jacksonville or New Brunswick or Raritan or Raynham
$94k-$152k/yrHybridFull Time
Johnson & JohnsonNYSE: JNJ: Global healthcare providing pharmaceuticals and medical technologies.
4+ YOEBachelor's degree required; 4+ years portfolio/R&D finance/PMO/strategy experience in MedTech/Pharma/healthcare; advanced Excel, Power BI, PowerPoint; Planisware/PPM and ETL experience; strong storytelling and stakeholder influence.
Planisware, Power BI, Alteryx, Microsoft Excel, PowerPoint, ETL
Digital RealtyNYSE: DLR: Provides global data center, colocation, and interconnection solutions.
2+ YOEBachelor's in finance/related, 2+ years real estate analysis experience, strong real estate finance and DCF modeling, advanced Excel/PowerPoint, working knowledge of Yardi, familiarity with Argus, strong communication and analytical skills.
ManulifeTSX: MFC: Provides insurance, wealth management, and investment services globally.
0+ YOE0–4 years relevant experience in investment or financial analysis; advanced Excel and financial modeling; Power BI or data visualization a plus; strong analytical, communication, and client-facing skills; bachelor’s degree in a related field.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOE5+ years in investment management with applied quantitative and technical skills; graduate degree in a related field; proficiency in Python, R, SQL and Git; strong communication and portfolio construction experience.
Man GroupLondon Stock Exchange: EMG: Global alternative investment management and systematic trading services.
Implement and operate systematic investment portfolios; strong analytical judgement; proficiency with Python, SQL, and Pandas; experience with portfolio/trading systems, project coordination, and stakeholder management.
Loomis Sayles: Active asset management firm providing global research-driven portfolio solutions.
3+ YOEBachelor's degree preferred (finance/math/stat); 3+ years investment industry experience; strong analytical, writing, and Microsoft Office skills; familiarity with fixed income; ability to meet deadlines and work overtime at quarter-end.
Westborough or Brooklyn Park or Center Valley or United States
$91k-$123k/yrHybridFull Time
OlympusTokyo Stock Exchange: 7733: Manufactures medical endoscopes and minimally invasive surgical tools.
5+ YOEBachelor's in a quantitative field, 5+ years in analytics/project or portfolio management, advanced Microsoft Office (Excel, Project, PowerPoint), presentation experience to senior leadership, strong analytical and communication skills; travel up to 10%.
Microsoft Office, Microsoft Excel, Microsoft Project, Microsoft PowerPoint, PowerBI, Tableau, Project & Portfolio Management Tool (PPM)
Peabody Properties: Manages and develops affordable and multi-family residential communities.
3+ YOE3+ years financial analysis experience in property management, bachelor's in finance/accounting, RealPage OneSite and Microsoft Office proficiency, strong budgeting, forecasting, analytic and communication skills.
RealPage OneSite, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
Wellington Management: Manages investment portfolios and provides financial research for institutions.
4+ YOE3-5 years in fixed income; strong analytical/quantitative skills; Python preferred; bachelor’s degree required; CFA or progress toward is favorable.
Senior Analyst, Portfolio Planning and Performance
Waltham or Brooklyn
$97k-$122k/yrHybridFull Time
National GridLondon Stock Exchange: NG: Operates electricity and natural gas transmission and distribution networks.
3+ YOEBachelor's degree, 3+ years in portfolio/financial/analytics roles, proficiency with Microsoft Excel, Power BI, Tableau, SQL, strong communication, analytical and process-improvement skills.
Eastern BankNASDAQ: EBC: Provides personal banking, commercial lending, and wealth management services.
5+ YOECredit-trained professional with 5+ years experience, credit analysis and underwriting skills, financial reporting and covenant tracking, coach analysts and manage portfolio tasks.
Analyst, Specialty Underwriting and Portfolio Manager - CRE
McLean or Charlotte or Cambridge
$119k-$150k/yrOnsiteFull Time
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
2+ YOEBachelor's degree or military experience, 2+ years in credit underwriting/portfolio management or commercial real estate, proficiency with Microsoft Office or Google Suite, strong communication and critical thinking.
Systematic Fixed Income Portfolio Analyst – Client Role
Boston, Massachusetts, United States
$100k-$130k/yrHybridMultiple Commitments Available
Altbanq: Provides small business financing and payment processing solutions.
1+ YOEBachelor’s or Master’s in quantitative discipline; 1–4 years in portfolio analytics or related fields; knowledge of fixed income, macro analysis, or systematic strategies; ML/cloud/data tools a plus.
Fixed income analytics, Machine learning, Cloud technologies, Data engineering, Portfolio reporting tools
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
4+ YOE4+ years portfolio or related experience, Bachelor’s degree or equivalent, credit analyst training, intermediate commercial credit and regulatory knowledge, strong communication and writing skills.
Valuation Research Corporation: Provides independent valuation and financial advisory services globally.
0+ YOEBachelor's or Master's in Finance/Accounting/Economics, 0–2 years modeling experience, strong Excel/Word skills, analytical and communication abilities, US work authorization required.
Electronic Medical Records (EMR), Microsoft Excel, Microsoft Word
Senior Analyst, Portfolio Strategy & Management - Liberty Mutual Investments
Boston or New York
$90k-$180k/yrOnsiteFull Time
Liberty Mutual Insurance: Global provider of property and casualty insurance products.
3+ YOE3+ years private markets experience, strong Python and SQL skills, experience with pandas/NumPy/SciPy, private market systems knowledge, quantitative modeling, communication and multitasking skills.