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Ballentine Partners LLC
Waltham, MA, United States
Job Type Full-time Description Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensu
Job Source: Ballentine Partners LLCManulife Insurance Malaysia
Boston, MA, United States
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected
Job Source: Manulife Insurance MalaysiaArrowstreet Capital, Limited Partnership
Boston, MA, United States
Team Description The Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer coefficient and reducing diseconomies of scale. The team is involved in portfolio construction, risk management, portfolio finance, and cash and corporate action managemen
Job Source: Arrowstreet Capital, Limited PartnershipCabot Properties
Boston, MA, United States
Cabot Properties is an institutional investor, developer, and operator of logistics real estate. As an industry leader for over 30 years, we have used our expertise and acumen to create ongoing value for our partners. Cabot has a strong team of dedicated, bright, strategic, and detail-oriented individuals. We view people as our most valuable assets
Job Source: Cabot PropertiesDeloitte
Boston
The Human Capital Offering Portfolio focuses on helping organizations manage and sustain their performance through their most important asset: their people. Centered on five core issues, this Portfolio signifies to the market that we see Human Capital as a topic critical to the C-Suite. As we go-to-market we will show our clients that we serve more
Job Source: DeloitteState of Massachusetts
Boston, MA, United States
State of Massachusetts Director of Portfolio Management Boston , Massachusetts Apply Now The Executive Office of Technology Services and Security (EOTSS) is the state’s lead office for information technology. We provide enterprise level information technology services including network management and security; computer operations;
Job Source: State of MassachusettsIncome Research + Management
Boston, MA, United States
Income Research + Management Income Research + Management is a Boston-based, privately owned, fixed income asset management firm. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 800+ institutional and private wealth clients. F
Job Source: Income Research + ManagementLoomis, Sayles & Company
Boston, MA, United States
1 Financial Center, Boston, MA 02111, USA Req #38 Monday, March 25, 2024 Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research h
Job Source: Loomis, Sayles & CompanyBoston, MA, United States
Cabot Properties is an institutional investor, developer, and operator of logistics real estate. As an industry leader for over 30 years, we have used our expertise and acumen to create ongoing value for our partners. Cabot has a strong team of dedicated, bright, strategic, and detail-oriented individuals. We view people as our most valuable assets, and our greatest responsibility.
We have an exciting opportunity for a Portfolio Management Analyst in our Boston office. This individual will report directly to the Vice President, Portfolio Management. The analyst will support the firm's Portfolio Management function, aiding in the oversight and strategic decision making of Cabot's various investment vehicles. A highly resourceful team player, this person must be comfortable working in a fast-paced environment, sometimes under pressure, while remaining flexible, proactive, and efficient. The individual needs to be organized and exercise good judgement in a variety of situations, with strong written and verbal communication skills, interpersonal skills, and financial skills. The person in this position must maintain the highest level of confidentiality and diplomacy regarding all information of Cabot Properties, L.P., Cabot Properties, Inc., and their affiliates.
Duties and Responsibilities may include but are not limited to:
Maintain and assist in the development of excel-based portfolio-level financial models for all active Cabot investment vehicles including communicating with primary departments at Cabot to ensure that historical data and future assumptions are correct and accurate
Regularly prepare deliverables for Investment Committee and senior leaders of the firm that summarize the key metrics of all investment vehicles in a comprehensive and organized manner to aide in the analysis of both existing portfolios and potential future transactions
Assist capital markets and investment professionals with preparing for internal and external discussions and presentations related to potential investments in the context of an investment vehicle
Work closely with other members of the Portfolio Management team to respond promptly and accurately to investor requests requiring data and analysis
Maintain and assist in the development of dynamic tools to support marketing efforts and ongoing investor requests
Analyze new investment opportunities in the context of the totality of an investment vehicle
Monitor LPA and debt covenants to ensure assigned funds remain compliant
Coordinate with Capital Markets team to analyze and evaluate debt strategies for assigned investment vehicles
Ad hoc analytical requests
Qualifications and Experience:
Undergraduate degree with an excellent academic background, preference for focused area of study in Finance, Real Estate, Accounting, or Business
At least 1-3+ years of analytical experience, preferably in a role focused on real estate underwriting/valuation and/or portfolio management (cumulative internship experience will be considered)
Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word and Outlook)
Proficiency in SQL strongly preferred, but not required
Proficiency in PowerBI preferred, but not required
Financial modeling skills and familiarity with real estate, accounting, finance, investment and capital market concepts is strongly desired
Exceptional written, verbal, and interpersonal skills
Team player with a pro-active approach
Strong interpersonal skills with the ability to work with all members of the organization
Self-motivated, high attention to detail, ability to multi-task and prioritize in a fast-paced environment
High level of professionalism and demonstrated ability to maintain confidentiality as required and appropriate
Physical/Mental/Visual Demands and Work Environment:
The job is conducted in an office work environment, sitting most of the time
Approximately 90% of this position's duties require use of a computer
Travel related to investor meetings and conferences
The work environment characteristics described above are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Cabot Properties provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
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Portfolio Management Analyst jobs in Boston, MA, United States
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