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11 results for Portfolio Manager in Bridgewater, MA

Portfolio Manager

Bridgewater, MA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a credit-minded Portfolio Manager to support a commercial lending portfolio in Bridgewater, Massachusetts. This position combines portfolio oversight, credit evaluation, and partnership with lending teams to help maintain sound asset quality and support responsible growth. The ideal candidate brings strong analytical judgment, a practical understanding of commercial credit, and the ability to contribute to both client retention and new lending opportunities. Responsibilities: • Oversee a portfolio of commercial credit relationships, tracking performance, covenant compliance, and overall asset quality. • Perform recurring portfolio reviews by analyzing financial statements, borrower trends, and updated risk indicators. • Evaluate credit exposure to detect potential concerns early and recommend actions that reduce risk and protect the bank’s position. • Assess new lending opportunities, develop credit recommendations, and help structure transactions that align with policy and borrower needs. • Draft clear and well-supported credit presentations, memos, and portfolio summaries for management review. • Work closely with lending partners to support relationship growth, retention efforts, and informed credit decisions. • Coordinate renewals, amendments, and other changes to existing facilities while monitoring borrower performance over time.
2026-06-17T00:00:00Z

Portfolio Reporting Manager

Boston, MA
onsite
Temporary / Contract
55 - 64 USD / Hourly
We are looking for a Portfolio Reporting Manager to join a financial services organization in Boston, Massachusetts on a Long-term Contract basis. This role supports portfolio reporting, performance analysis, and data integrity efforts across a range of investment holdings while partnering with internal teams and external stakeholders. The position offers a blend of reporting, valuation support, and process enhancement work, with an expectation of working on site 2-3 days per week. Responsibilities: • Coordinate quarterly portfolio reporting activities by gathering, verifying, and updating information from portfolio companies to support accurate deliverables. • Examine valuation packages and performance reports to help ensure completeness, consistency, and alignment with reporting standards. • Produce foundational portfolio analytics and monitor performance indicators to highlight trends and support decision-making. • Review and reconcile financial records and transaction-level details to confirm accuracy across reporting outputs. • Assist with fulfilling information requests from internal partners, auditors, and external stakeholders in a timely manner. • Develop presentation materials and reporting packages for leadership teams and investor audiences. • Maintain and update reporting data within internal platforms, including Investran and Chronograph, to preserve reliable records. • Support valuation-related workflows and provide documentation for audit and review processes as needed. • Participate in special projects focused on reporting efficiency, including AI-enabled automation and scalable process improvements.
2026-06-16T00:00:00Z

Project Manager

Littleton, MA
onsite
Temporary / Contract
38 - 44 USD / Hourly
We are looking for a contract Project Manager to support banking initiatives in Littleton, Massachusetts through a Contract engagement. This role will lead cross-functional workstreams, bring structure to project delivery, and help teams stay aligned on priorities, timelines, and outcomes. The ideal candidate combines disciplined project management practices with strong stakeholder coordination and a practical approach to learning and development strategy. This person will own initiatives end to end, including: onboarding and core learning programs manager and leadership development coaching and performance enablement LMS and on-demand learning experiences employee engagement and action planning talent and organizational effectiveness programs We’re looking for someone who is: execution-oriented and highly organized experienced in Learning & Development, Talent Development, or Org Effectiveness comfortable building content themselves, not just overseeing it skilled at partnering with leaders and using data to improve impact Ideal for a leader who loves to build, scale, and deliver practical learning solutions that strengthen managers, improve performance, and elevate employee engagement.
2026-06-25T00:00:00Z

Contracts Manager

Beverly, MA
onsite
Temporary / Contract
35.625 - 45 USD / Hourly
We are looking for an accomplished Contracts Manager to support service-related agreement work in Massachusetts. This is suited for someone who is detail oriented and can navigate legal, commercial, and operational priorities while producing precise, business-ready contract documents. The role centers on drafting, refining, and negotiating agreements in close partnership with internal stakeholders to keep reviews moving efficiently and ensure well-structured outcomes. Responsibilities:• Draft, update, and complete MSA's so they meet business objectives and established contract standards.• Conduct negotiations with outside parties to secure balanced terms that are practical, compliant, and aligned with company interests.• Examine contract provisions carefully, identify areas of exposure, and suggest revisions that strengthen clarity and reduce risk.• Work cross-functionally with internal partners to collect requirements, respond to redlined language, and maintain momentum through approval stages.• Track active agreements, major obligations, and negotiation progress to maintain visibility across the full contract lifecycle.• Confirm that final contract documents accurately reflect approved legal, commercial, and operational expectations before execution.• Advise stakeholders on contract questions and help resolve issues that emerge during drafting, review, and negotiation.
2026-06-25T00:00:00Z

Contracts Manager

North Reading, MA
onsite
Temporary / Contract
85 - 88 USD / Hourly
A leading organization within the industrial robotics and automation space is seeking a Contract Manager to support a rapidly growing supply chain function. This role will be responsible for managing high-volume contractual activities and supporting the development, deployment, and scaling of robotics solutions.Key Responsibilities<ul><li>Lead contract negotiations with suppliers and vendors across hardware, equipment, and service categories</li><li>Draft, review, and manage a variety of agreements, including NDAs, purchase agreements, manufacturing and service agreements, supply agreements, licensing agreements, amendments, work orders, and statements of work</li><li>Maintain and oversee a centralized contracts database, ensuring accuracy and accessibility</li><li>Partner cross-functionally with engineering, operations, finance, and legal teams to support contract execution and business objectives</li><li>Develop processes to track contract milestones, supplier obligations, and deliverables</li><li>Support procurement strategy and assist in resolving commercial and supply chain-related challenges</li><li>Coordinate with external partners, suppliers, and legal counsel to ensure contract compliance and alignment</li></ul>
2026-06-25T00:00:00Z

Property Manager

Boston College, MA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for a Property Manager to oversee daily building operations and help maintain a high standard of service for tenants in Newton, Massachusetts. This role combines operational oversight, relationship management, and problem-solving to keep properties running efficiently and address issues before they escalate. The ideal candidate brings commercial property management experience, communicates effectively with vendors and occupants, and takes a proactive approach to supporting property performance and tenant satisfaction. Responsibilities: • Direct daily operations for assigned commercial properties, ensuring building activities are completed efficiently and in alignment with service expectations. • Build and maintain productive working relationships with tenants, contractors, vendors, and internal partners to support smooth property operations. • Evaluate property conditions and operational concerns, then recommend practical solutions that improve performance and occupant experience. • Coordinate maintenance and repair work by developing scopes of work, obtaining competitive bids, and managing subcontractors through project completion. • Conduct regular site inspections and prepare accurate reports covering building conditions, maintenance activity, and follow-up items. • Respond promptly to tenant requests and service issues, driving timely resolution and clear communication throughout the process. • Review and authorize invoices related to property services and repairs to support accurate and timely payment processing. • Partner with leasing, construction, and property management teams to assist with space showings, readiness efforts, and efficient delivery of tenant spaces. • Participate in scheduled on-call coverage and attend recurring department meetings to support team coordination and property needs.
2026-06-10T00:00:00Z

Investment Executive

Hyannis, MA
onsite
Permanent / Full Time
50000 - 80000 USD / Yearly
We are looking for a skilled and client-focused Investment Executive (Financial Advisor) to join our client located in the Greater Cape Cod Region. In this role, you will be responsible for building and maintaining strong relationships with clients, both individual and business, while delivering tailored investment strategies and insurance solutions. The ideal candidate will bring extensive experience in financial planning, a deep knowledge of investment products, and a commitment to helping clients achieve their financial goals. Responsibilities:<ul><li>Develop and implement personalized investment strategies that align with clients' financial objectives.</li><li>Manage and grow a portfolio of client relationships by delivering exceptional service and advice.</li><li>Execute investment transactions with precision while adhering to compliance and regulatory standards.</li><li>Identify opportunities to expand business through proactive networking and relationship-building.</li><li>Collaborate with internal teams to ensure a seamless and efficient client experience.</li><li>Stay informed on tax laws, market regulations, and compliance requirements to guide investment decisions.</li><li>Prepare and present detailed financial plans and investment strategies to clients.</li><li>Facilitate insurance solutions that complement clients' overall financial plans.</li></ul>
2026-06-24T00:00:00Z

SVP, Managed Assets

Needham, MA
onsite
Permanent / Full Time
180000 - 250000 USD / Yearly
We are seeking an experienced leader to oversee the Managed Assets Group within a banking environment with offices in MA & NH. This position requires a strategic thinker skilled in problem loan resolution, borrower engagement, and team leadership. You will play a vital role in guiding the bank’s recovery efforts, ensuring compliance, and driving results through collaboration and expertise. Responsibilities:<ul><li>Direct all aspects of collections, account workouts, litigation, and management of challenging borrower situations to ensure effective resolution strategies.</li><li>Conduct detailed financial and cash flow analyses to identify viable solutions for borrowers and problem loans.</li><li>Manage reporting functions, including the Bank's Watch List, Criticized Asset Reports, and Delinquency Reports, while chairing the Troubled Asset Review Committee.</li><li>Represent the organization at foreclosure auctions and oversee property management post-foreclosure.</li><li>Address and resolve account and collateral issues across diverse loan portfolios.</li><li>Provide training and mentorship to lenders, management, and entry-level staff to enhance organizational expertise in workout disciplines.</li><li>Lead recovery activities independently and collaborate with collections specialists and line officers to achieve optimal outcomes.</li><li>Develop and implement innovative strategies to mitigate losses and improve loan performance.</li><li>Serve as a trusted advisor to the organization, offering insights and recommendations on challenging borrower situations and recovery processes.</li><li>Ensure regulatory compliance and maintain high standards of operational excellence.</li></ul>
2026-06-17T00:00:00Z

Financial Advisor

Edgartown, MA
onsite
Permanent / Full Time
65000 - 70000 USD / Yearly
Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-06-23T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent / Full Time
80000 - 125000 USD / Yearly
A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location. Key Responsibilities:Support senior advisors with client relationship managementBuild relationships with prospective clients and leverage referral networksDevelop new business through networking and centers of influenceProvide personalized financial guidance across investment, retirement, estate, tax, and insurance planningConduct regular client reviews and stay current on market trends
2026-06-17T00:00:00Z

FP&A Manager

Boston, MA
onsite
Permanent / Full Time
125000 - 135000 USD / Yearly
My client who is in the Life Sciences space is hiring an FP&A Manager to join their team. The FP&A Manager will report to the CFO and handle various finance duties such as budgeting, forecasting, planning, financial modeling, business partnering and more. This position would be great for a strong Senior Financial Analyst looking for growth or a Junior FP&A Manager. Compensation for this position is $125-140K + Bonus. This company is very stable, has an established Finance team, offers great growth potential, nice benefits, a great hybrid arrangement and more! If interested in hearing more, please EMAIL YOUR RESUME to matthew.katz@roberthalf ASAP or message me on Linkedin. Thank you.
2026-06-02T00:00:00Z