CrawlJobs Logo

Sr. Associate, Portfolio Support

United States, Boston · Job Posted March 14, 2026
Apply Position
Job Link Share

Job Description

We are looking for a Senior Associate to join our client's Portfolio Support Group in their Boston, MA office. This group collaborates with internal deal teams, leadership groups within portfolio operations, and external advisors to support value‑enhancement initiatives, drive operational efficiencies, strengthen governance processes, and optimize resource utilization. As the team continues to expand, the Associate will partner closely with senior leadership to help develop and refine scalable processes that support future growth.

Job Responsibility

  • Partner closely with senior leadership to help develop and refine scalable processes that support future growth
  • Collaborate with internal deal teams, leadership groups within portfolio operations, and external advisors to support value‑enhancement initiatives, drive operational efficiencies, strengthen governance processes, and optimize resource utilization

Requirements

  • 3-6 years of Management Consulting (MBB or similar EY-P, etc.)
  • Good, direct onsite client exposure and can work independently (open as to what focus)
  • Advanced data modeling and analytical skills (MS Excel, PowerBI, GenAI, etc.)

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Sr. Associate, Portfolio Support

8 matching positions

Sr Trading Support Associate

Execute specialized mutual fund and trade support activities for designated oper...
Location
Location
United States , Southfield, Michigan
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Intermediate investment concepts, practices, procedures, and industry regulations related to Mutual Fund trading activities
  • Principles and practices of customer relations and communications
  • Accounting principles
  • Front-end system used in the assigned functional area and its relationship with the account history
  • Excel, Word, Outlook, and other applications as needed
  • Identifying financial events that affect orders
  • Reconciling and correcting transactions
  • Updating and maintaining information systems
  • Handling a high volume workload, phone calls, and various other requests within specified timeframes
  • Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence
Job Responsibility
Job Responsibility
  • Manually facilitates trade order processing when required
  • Ensures that trades are executed and confirmed in accordance with organizational policies and procedures
  • Facilitates the price adjustment and trade correction process
  • Ensures trades are confirmed and researches and resolves unconfirmed trades
  • Reviews trade problem, analyzes and interprets data, and determines appropriate corrective action
  • Contacts internal and external customers to resolve trading problems
  • Maintains currency in trading policies and procedures
  • Provides trading support to financial advisors and responds to inquiries regarding fund suitability, products, and services
  • Establishes and maintains periodic orders
  • Resolves periodic order issues, cancels, and corrects as needed
What we offer
What we offer
  • Hybrid Work Environment
  • In-office days will be 3 per week, averaging 12 days per month
  • People-first culture
  • Wide-ranging benefits
  • Support of leaders and colleagues
  • Development opportunities
  • Enriching networking groups
  • Prioritizing diversity, inclusion and the power of different perspectives
  • Fulltime
Read More
Arrow Right

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...
Location
Location
United States , San Francisco
Salary
Salary:
80000.00 - 100000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0–3+ years of financial services, client service, or wealth management experience
  • Strong communication skills and polished client presence
  • Highly organized, proactive, and thrives in a fast-paced environment
  • SIE / Series 7 / 66 preferred (or willingness to obtain)
  • Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus
Job Responsibility
Job Responsibility
  • Support an experienced Wealth Advisor team managing nearly $2B AUM
  • Drive a world-class client experience
  • Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management
What we offer
What we offer
  • 15% 401(k) contribution on TOTAL compensation
  • Bonus
  • Benefits
  • Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • 401(k) plan (for contract/temporary professionals)
  • Fulltime
Read More
Arrow Right

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...
Location
Location
United States , San Jose
Salary
Salary:
80000.00 - 100000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0–3+ years of financial services, client service, or wealth management experience
  • Strong communication skills and polished client presence
  • Highly organized, proactive, and thrives in a fast-paced environment
  • SIE / Series 7 / 66 preferred (or willingness to obtain)
  • Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus
Job Responsibility
Job Responsibility
  • Support a Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships
  • Gain exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management
What we offer
What we offer
  • Base + Bonus
  • 15% 401(k) contribution on TOTAL compensation
  • Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • Enrollment in company 401(k) plan (for contract/temporary professionals)
  • Fulltime
Read More
Arrow Right
New

Sr. Associate, Business Development - Hotel Connectivity Account Manager

Sr. Associate, Business Development - Hotel Connectivity Account Manager The Co...
Location
Location
United States , McLean; Richmond; New York
Salary
Salary:
111200.00 - 138400.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong technical knowledge of hotel supply partners' APIs and connectivity protocols
  • Extensive experience working cross-functionally with technical and commercial teams to build programs that meet and exceed expectations
  • Technical fluency to work effectively with engineers to assess, integrate, and manage third-party APIs, especially CRS's and other direct connections
  • Proven success building dashboards, analyzing data, drawing accurate conclusions, and adjusting strategy or priorities accordingly
  • Strong relationship management skills to build and nurture transparent, mutually beneficial collaboration with internal and external stakeholders
  • Aptitude to challenge the status quo and devise creative solutions that can encompass both legacy standards and emerging technologies
  • Exceptional ability to grasp, manage, and articulate complex systems
  • Excellent written and verbal communication skills in English
  • A creative and detail-oriented approach to problem-solving
  • Strong time management and prioritization abilities
Job Responsibility
Job Responsibility
  • Support the end-to-end onboarding, certification, and rollout of new connectivity partners and features
  • Monitor supplier technical performance proactively, including availability, latency, uptime, and booking/cancellation success
  • Troubleshoot, resolve, and report integration issues, acting as the primary escalation point for partner integration issues
  • Build and maintain dashboards and alerts to detect issues early and reduce time to resolution
  • Own a portfolio of hotel connectivity partners, serving as their primary point of contact for both technical health and commercial strategy
  • Identify opportunities within your portfolio, driving content quality improvements
  • Own and maintain a connectivity feature roadmap, translating partner pain points into clear product requirements
What we offer
What we offer
  • Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Health, financial and other benefits
  • Fulltime
Read More
Arrow Right

Sr Associate User Experience Design

We are seeking a highly skilled professional to user experience design of system...
Location
Location
Portugal , Lisbon
Salary
Salary:
Not provided
amgen.com Logo
Amgen
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Master's degree OR Bachelor's degree and 2 years of Life Science/Biotechnology/Design/Information Systems experience OR Diploma and 4 years of Life Science/Biotechnology/Design/Information Systems experience OR 10 years of Life Science/Biotechnology/Design/Information Systems experience
  • Experience with design tools like Figma
  • Excellent problem-solving skills and a passion for tackling complex business challenges with technology
  • Experience with Agile software development methodologies (Scrum)
  • Excellent communication skills and the ability to interface with senior leadership with confidence and clarity
Job Responsibility
Job Responsibility
  • Conducts and facilitates user research with stakeholders to collect data to inform design
  • Creates conceptual and visual prototypes using industry-standard user experience design tools (Figma, LucidSpark, etc)
  • Develops and conducts tests for prototypes with stakeholders for iterative design
  • Collaborates with development teams to ensure applications and processes align to design
  • Contributes with peer user experience professionals across Amgen to evolve the User Experience practice and standards
  • Reviews existing processes and technologies to inform iterative design and build
  • Navigates ambiguity within enterprise programs to research and design for value delivery
  • Partner with stakeholders to develop technology/business roadmaps
  • Partner with program management to communicate critical path, identify and manage risks
  • Help shape the technology portfolio through analysis contributions and the implementation of digital process solutions
What we offer
What we offer
  • Vast opportunities to learn, develop, and move up and across our global organization
  • A diverse and inclusive community of belonging, where colleagues are empowered to bring ideas to the table, take risks, and act
  • Generous AMGEN Total Rewards Plan comprising healthcare, finance, wealth, and career benefits
  • Flexible work arrangements
  • Fulltime
Read More
Arrow Right

Sr. Associate, Business Development - Hotel Connectivity Account Manager

The Connectivity Account Manager role will own a portfolio of hotel connectivity...
Location
Location
United States , McLean; Richmond; New York
Salary
Salary:
101100.00 - 138400.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s Degree or military experience
  • At least 4 years of experience in technical account management, partner success, or sales engineering in the travel tech, Online Travel Agencies, or hospitality industry
  • At least 1 year of experience in hotel distribution, revenue management, or eCommerce within the hotel or travel industry
  • At least 1 year of experience with Synxis, Dhisco, DerbySoft, or Online Travel Agencies
Job Responsibility
Job Responsibility
  • Support the end-to-end onboarding, certification, and rollout of new connectivity partners and features
  • Monitor supplier technical performance proactively, including availability, latency, uptime, and booking/cancellation success
  • Troubleshoot, resolve, and report integration issues, acting as the primary escalation point for partner integration issues
  • Build and maintain dashboards and alerts to detect issues early and reduce time to resolution
  • Own a portfolio of hotel connectivity partners, serving as their primary point of contact for both technical health and commercial strategy
  • Identify opportunities within your portfolio, driving content quality improvements
  • Own and maintain a connectivity feature roadmap, translating partner pain points into clear product requirements
What we offer
What we offer
  • performance based incentive compensation (may include cash bonus and/or long term incentives)
  • comprehensive, competitive, and inclusive set of health, financial and other benefits
  • Fulltime
Read More
Arrow Right

Loan Agency Services, Sr. Associate (Private Credit)

Discover the future of debt capital markets. We’re experts at adapting and innov...
Location
Location
United States , Chicago
Salary
Salary:
60000.00 - 105000.00 USD / Year
alterdomus.com Logo
Alter Domus
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in finance, accounting, business, or economics (or commensurate work experience)
  • 3+ years of investment management operations experience or bank loan agency/syndication experience
  • Ability to quickly learn new concepts and independently research and resolve issues
  • Ability to collaborate with internal groups and external clients
  • Strong verbal/written communication skills
  • Ability to excel in a deadline-driven environment
  • Excellent organizational skills with exceptional attention to detail and follow-through
  • Demonstrated analytic skills, strong working knowledge of fundamental financial/accounting/business concepts, and a proactive interest in learning and mastering new concepts
  • Strong Microsoft Excel skills and experience
  • Knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools
Job Responsibility
Job Responsibility
  • Act as a primary owner of assigned deals
  • Work with Loan Agency support staff to manage and communicate deal information to the borrower and lending group
  • Review and negotiate administrative issues within credit agreements
  • Oversee the maintenance of the agency system to reflect attributes of each credit agreement and related governing documents
  • Oversee the calculation, invoicing, and disbursement of all deal-related fees
  • Assume responsibility for the coordination of funds movement related to initial funding and closing, managing closings for lenders, transferring positions by assignment, and working closely with the borrower and lending group
  • Oversee ongoing maintenance of facility commitments and processing of loan/facility-related activity, including rollovers, rate settings, conversions, prepayments, assignments, amendments, waivers, et cetera
  • Oversee accurate and timely collection and disbursement of interest/principal/fee payments to lenders
  • Ensure collection of new borrowings from lenders and disbursement to borrower
  • Act as senior liaison between borrowers and lenders, ensuring compliance with the terms of the credit agreement and other governing documents
What we offer
What we offer
  • Support for professional accreditations such as ACCA and study leave
  • Flexible arrangements, generous holidays and birthday leave
  • Continuous mentoring along your career progression
  • Detailed career pathway with structured support
  • Exclusive access to online learning
  • Active sports, events and social committees
  • Employee Assistance Program
  • Employee Share Plan
  • Fulltime
Read More
Arrow Right

Cre Credit Products Portfolio Mgr Sr

The Senior CRE Credit Products Portfolio Manager is a strategic advisor responsi...
Location
Location
United States of America , Beverly Hills
Salary
Salary:
106023.00 - 165862.00 USD / Year
flagstar.com Logo
Flagstar Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Education level required: Undergraduate Degree (4 years or equivalent) Bachelor’s degree in Finance, Accounting, Economics, or a related field or 12+ years of equivalent experience
  • Minimum experience required: 10+ Years in commercial credit analysis/structuring, underwriting, portfolio management and risk analysis
  • Deep expertise in structuring and negotiating complex credit agreements
  • Strong leadership skills with the ability to influence credit strategy and policy
  • In-depth understanding of macroeconomic factors and their impact on credit risk
  • Proven ability to manage large portfolios and advise senior executives
  • Exceptional communication and stakeholder management skills
  • As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients.
Job Responsibility
Job Responsibility
  • Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business needs
  • Proactively monitor portfolio risk, identifying industry trends and economic factors impacting credit quality
  • Serve as a strategic partner to RMs and senior leadership, offering expertise in credit negotiations and deal execution
  • Work directly with clients, legal counsel, and internal teams to structure and negotiate credit agreements
  • Mentor junior credit professionals, providing training and leadership in credit risk best practices
  • Proactively identifies and raises to senior leadership improvement areas in credit processes and procedures
  • Uses independent judgement and discretion to make decisions regarding assigned portfolio
  • Analyzes and resolves problems pertaining to the assigned portfolio
  • Performs special projects, and additional duties and responsibilities as required
  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings
What we offer
What we offer
  • medical
  • dental
  • vision
  • life
  • disability insurance
  • comprehensive leave program
  • Fulltime
Read More
Arrow Right