Top 1256 Client Portfolio Manager Jobs in Boston, MA

Senior Director - External Investment Management – Private Credit
FM —Boston, MA
- $161,000 - $231,000 a year
- Full-time
- Bachelor of Science
- Research
- Finance
- 401(k)
- Tuition reimbursement
Investment Management Client Service & Operations
Anonymous Confidential —Waltham, MA
- $50,000 - $150,000 a year
- Part-time
- Office
- In-person
- Entry level
- Paid training
- 401(k)
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Property Accounting Manager
Synergy Financial —Boston, MA
- $110,000 - $160,000 a year
- Full-time
- Hybrid work
- Background check
- 6 years
- CPA
- Paid parental leave
- Health savings account
Quick Apply
Account Manager - Employee Benefits (Hybrid in Norwell, MA)
NFP Corp —Norwell, MA
- $55,000 - $105,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Public speaking
- Mid-level
- Paid holidays
- Paid time off
Quick Apply
Manager, Private Markets Data Services
SS&C Technologies —Boston, MA
- $115,000 - $165,000 a year
- Online Application
- 7 years
- Research
- Finance
- Paid holidays
- Health insurance
Client Success Manager
Coretelligent —Boston, MA
- $90,000 - $125,000 a year
- Email
- Remote
- Mid-level
- Continuous improvement
- Organizational skills
- Paid parental leave
- Health savings account
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Senior Customer Success Manager (Remote - MA)
Nodes & Links —Boston, MA
- $140,000 - $155,000 a year
- Full-time
- Remote
- 5 years
- Construction experience
- Senior level
- Health insurance
- 401(k)
Manager, Client Reporting
Cambridge Associates LLC —Boston, MA
- $107,000 - $143,400 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
Client Success Relationship Manager, Director
SS&C Technologies —Boston, MA
- $160,000 - $180,000 a year
- Online Application
- Hybrid work
- Bachelor of Science
- Bachelor's degree
- Product management
- Paid holidays
- Health insurance
3d
Strategic Credit Associate
MassMutual —Boston, MA
- $144,800 - $190,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Mid-level
- Commuter assistance
- Paid holidays
6d
[Remote] Director, Consultative Sales - Pharma/Life Sciences
Rhodes Wolfe —Boston, MA
- $200,000 a year
- Full-time
- Remote
- 3 years
- US work authorization
- Senior level
- Health savings account
- Health insurance
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3d
BCG X Global Marketing Senior Manager - Temporary
Boston Consulting Group —Boston, MA
- $120,000 - $154,000 a year
- Full-time
- Marketing
- Urgent Care
- Office
- Profit sharing
- Paid parental leave
Alternatives Client Portfolio Manager
CIBC —Boston, MA
- $200,000 - $230,000 a year
- Full-time
- Up to 50% travel
- Finance
- Business development experience
- Health savings account
- Health insurance
Senior Manager, Customer Success Management - Enterprise US East/EMEA
Chainguard —Boston, MA
- Up to $200,000 a year
- Remote
- DevOps
- Bachelor's degree
- Mentoring
- Paid parental leave
- Health insurance
Quick Apply
11d
Lead Account Manager
Interra Health —Boston, MA
- $106,575 - $142,000 a year
- Full-time
- Remote
- 7 years
- Bachelor's degree
- Continuous improvement
- Paid parental leave
- Health savings account
Partner Success Manager
Clasp —Boston, MA
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Travel
- Senior level
- Commuter assistance
- Health insurance
Quick Apply
Administrative Assistant
Morgan Stanley —Boston, MA
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
3d
Senior Client Services & Onboarding Manager-Full Time Remote
Contributor Development Partnership, PBC —Boston, MA
- $69,000 - $76,000 a year
- Full-time
- Remote
- 5 years
- Business development experience
- Analysis skills
Quick Apply
Client Services Account Manager
Steris —Boston, MA
- $93,000 - $100,000 a year
- Full-time
- Hospital
- 5 years
- High school diploma or GED
- Paid training
- Mileage reimbursement
9d
Customer Success Manager
3E —Boston, MA
- $74,000 - $84,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
5d

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Client Portfolio Manager jobs near Boston, MA

Senior Director - External Investment Management – Private Credit

FM -
Boston, MA

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Job Details

Full-time
$161,000 - $231,000 a year

Benefits

401(k)
Tuition reimbursement
Pension plan

Qualifications

Financing agreements
Financial model construction
Financial model development
Team leadership
Research
Capital Structure
Bachelor's degree
Conflict management
Valuation modeling
Senior leadership

Full Job Description

Job Description:

FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles.

This is a mid to senior level role, working closely with VP, Private Alternative Investments and collaborating with colleagues, including other mid to senior level Investments staff, especially with Fixed Income, Asset Allocation, and Investment Operations. The primary focus of the incumbent will be on private credit investments with our external investment management partners. This role will also collaborate in helping manage broad and/or specific aspects of portfolio construction related to the external mandates in private credit. Responsibilities will also include relevant collaboration on risk and performance analytics across private credit markets, allocation within a diversified institutional portfolio. The incumbent will also be supporting economic and financial markets-related projects and initiatives related to the private credit landscape, to help inform portfolio construction and related asset allocation strategy considerations.

The role’s primary focus will be private credit investments managed by our external investment management partners as well as co-investments and direct investments. This role will help identify and source private credit opportunities through investment managers, sponsor relationships, other intermediaries, and direct channels. The role is expected to be very proficient with concepts relevant to private credit including financial modeling, valuations, transaction terms and covenants, project finance, related credit agreements and capital structure analysis. Experience with concepts related to NAIC model, regulatory capital, statutory accounting, schedule mappings and rating agencies is preferred.

The externally managed private credit portfolio has investments across a very wide range of styles and strategies, across investment grade, higher yielding and other opportunistic investments including, but not limited to, asset backed, direct lending, distressed, special situations strategies. Success in this role will depend on prudently delivering on key aspects of helping build an optimal portfolio in the private credit space, with a good understanding of the fit within the total portfolio. Therefore, while private markets will be the primary focus of this role, a reasonable understanding of the broader investment landscape, liquidity considerations, and in general, private markets investing would be key to succeeding in this role.

Related experience in diligencing, and collaborating to help construct portfolios with private markets investment products with a strong understanding of the objectives of the overall investment process would be extremely helpful for the individual’s success in the role. The role will be play an important part in the performance across private credit investments, and serve as an interface for the investment team with the external investment managers, sponsors and intermediaries. This includes researching new investments, new and existing manager diligence and underwriting, allocation or reallocation decisions, communication to and from investment managers, monitoring performance and risk of the portfolio. The role will also bring in best practices, macro-economic and market outlook intelligence from the private credits landscape for the benefit of the broader portfolio. The role will closely work with investment operations, legal, tax and other support functions as helpful, to ensure seamless management of the private credit portfolio.

To summarize, the incumbent will play a key role, directly or indirectly influencing:

Externally managed private credit portfolio construction
Work with portfolio management leadership and CIO to build and develop strategy
Work with Asset Allocation team to help define focus areas for strategy selection, manager diligence
Monitor current portfolio and strategies to determine if they are designed optimally
External Manager, General Partner (GP) diligence, selection and underwriting and monitoring
Build, maintain relationships with existing, new investment management partners, sponsors and intermediaries
Have periodic portfolio review meetings, calls to stay updated on performance and it’s drivers, risk, views and positioning
Explain drivers of performance to FM Investments leadership
Collaborate to recommend portfolio actions
Collaborate and guide on corporate strategic investments, co-investments and portfolio companies related investments
Collaborate with performance analytics for better return and attribution reporting
Collaborate on portfolio construction, investments monitoring, and risk management across asset classes within the overall total portfolio construction framework
Share insights from private credit markets relevant to the total portfolio
Work closely with senior investments leads on periodic, ad-hoc, and special research projects

Qualifications:

BA or BS required; MBA, CFA, CAIA or other advanced degree related to investments, economics, finance, or quantitative analysis preferred
8+ years of relevant experience in investments, financial markets and/or financial risk management
8+ years of global financial market experience across asset classes
Global financial markets, investments, risk management and economics related experience across asset classes, and risk and quantitative analysis
Broad knowledge in the financial markets and investments across asset classes·
Strong inter-personal, communication, presentation, analytical and collaboration skills·
Experience collaborating with other internal stakeholders and partners – investment accounting, legal, tax and other departments
Ability to operate as an effective tactical as well as strategic thinker with flexibility to adapt to and positively influence new processes/infrastructure
Strong mentoring and coaching experience with excellent judgement and creative problem-solving skills including negotiation and conflict resolution skills
Fast learner with a strong teamwork-based mindset, and passion for financial markets, corporate finance and investment risk management
Collaborative mindset, people management skills and leadership experience required·
Expert knowledge in using Bloomberg, and FactSet, similar investments systems, as well as experience to be able to apply expertise to any new investment risk management and accounting related, and order entry systems

The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM’s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.

FM is an Equal Opportunity Employer and is committed to attracting, developing and retaining a diverse workforce.

Apply Now

Refine Your Search

Client Portfolio Manager jobs in Boston, MA

Senior Director - External Investment Management – Private Credit

Investment Management Client Service & Operations

Property Accounting Manager

Account Manager - Employee Benefits (Hybrid in Norwell, MA)

Manager, Private Markets Data Services

Client Success Manager

Senior Customer Success Manager (Remote - MA)

Manager, Client Reporting

Client Success Relationship Manager, Director

Strategic Credit Associate

[Remote] Director, Consultative Sales - Pharma/Life Sciences

BCG X Global Marketing Senior Manager - Temporary

Alternatives Client Portfolio Manager

Senior Manager, Customer Success Management - Enterprise US East/EMEA

Lead Account Manager

Partner Success Manager

Administrative Assistant

Senior Client Services & Onboarding Manager-Full Time Remote

Client Services Account Manager

Customer Success Manager

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