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.<br><br>Responsibilities:<br>• Oversee a portfolio of commercial credit relationships, tracking performance, covenant compliance, and overall asset quality.<br>• Perform recurring portfolio reviews by analyzing financial statements, borrower trends, and updated risk indicators.<br>• Evaluate credit exposure to detect potential concerns early and recommend actions that reduce risk and protect the bank’s position.<br>• Assess new lending opportunities, develop credit recommendations, and help structure transactions that align with policy and borrower needs.<br>• Draft clear and well-supported credit presentations, memos, and portfolio summaries for management review.<br>• Work closely with lending partners to support relationship growth, retention efforts, and informed credit decisions.<br>• Coordinate renewals, amendments, and other changes to existing facilities while monitoring borrower performance over time.
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.<br><br>Responsibilities:<br>• Coordinate quarterly portfolio reporting activities by gathering, verifying, and updating information from portfolio companies to support accurate deliverables.<br>• Examine valuation packages and performance reports to help ensure completeness, consistency, and alignment with reporting standards.<br>• Produce foundational portfolio analytics and monitor performance indicators to highlight trends and support decision-making.<br>• Review and reconcile financial records and transaction-level details to confirm accuracy across reporting outputs.<br>• Assist with fulfilling information requests from internal partners, auditors, and external stakeholders in a timely manner.<br>• Develop presentation materials and reporting packages for leadership teams and investor audiences.<br>• Maintain and update reporting data within internal platforms, including Investran and Chronograph, to preserve reliable records.<br>• Support valuation-related workflows and provide documentation for audit and review processes as needed.<br>• Participate in special projects focused on reporting efficiency, including AI-enabled automation and scalable process improvements.
We are looking for a Contracts Manager to support a time-sensitive security breach response effort in Tyngsboro, Massachusetts. This Contract position will focus on organizing contract activity, maintaining accurate records, and helping ensure client-related documentation is reviewed and tracked with precision. The role is well suited for someone who can manage sensitive information carefully while working across teams in a fast-moving environment.<br><br>Responsibilities:<br>• Lead contract coordination activities tied to the security breach response, ensuring tasks move forward efficiently and accurately.<br>• Review agreements and supporting records to confirm documentation is complete, organized, and ready for follow-up actions.<br>• Build and maintain tracking tools, including spreadsheets, tables, and databases that capture information across the full client portfolio.<br>• Monitor contract progress, renewal dates, critical terms, and related client details to support timely decision-making.<br>• Partner with internal stakeholders to gather updates, resolve documentation gaps, and keep contract records current.<br>• Maintain structured files and reporting materials that support visibility into contract status and response-related obligations.<br>• Handle confidential information with discretion while meeting deadlines in a high-priority operational setting.
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.<br><br>Responsibilities:<br>• Direct daily operations for assigned commercial properties, ensuring building activities are completed efficiently and in alignment with service expectations.<br>• Build and maintain productive working relationships with tenants, contractors, vendors, and internal partners to support smooth property operations.<br>• Evaluate property conditions and operational concerns, then recommend practical solutions that improve performance and occupant experience.<br>• Coordinate maintenance and repair work by developing scopes of work, obtaining competitive bids, and managing subcontractors through project completion.<br>• Conduct regular site inspections and prepare accurate reports covering building conditions, maintenance activity, and follow-up items.<br>• Respond promptly to tenant requests and service issues, driving timely resolution and clear communication throughout the process.<br>• Review and authorize invoices related to property services and repairs to support accurate and timely payment processing.<br>• Partner with leasing, construction, and property management teams to assist with space showings, readiness efforts, and efficient delivery of tenant spaces.<br>• Participate in scheduled on-call coverage and attend recurring department meetings to support team coordination and property needs.
<p>We are looking for an experienced Relationship Manager specializing in Structured Finance to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C&I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $30MM - $100MM.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.</p><p>• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.</p><p>• Originate and close loans for clients and prospects, focusing on lending needs ranging from $1MM to $10MM.</p><p>• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.</p><p>• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.</p>
<p>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.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><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>
<p>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.</p><p><br></p><p>Key Responsibilities:</p><p>Support senior advisors with client relationship management</p><p>Build relationships with prospective clients and leverage referral networks</p><p>Develop new business through networking and centers of influence</p><p>Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning</p><p>Conduct regular client reviews and stay current on market trends</p><p><br></p><p><br></p>
<p>We are looking for a Project Accountant to join a growing team in Lynnfield, Massachusetts. This contract opportunity with permanent potential is ideal for someone who enjoys supporting project financial operations, maintaining accurate accounting records, and partnering with internal stakeholders to keep project reporting on track. The position will focus on billing, reconciliations, ledger activity, and transactional accounting within a project-based environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage invoicing for active projects, ensuring customer billing is timely, accurate, and aligned with contract terms.</p><p>• Reconcile accounts on a regular basis to identify discrepancies, resolve outstanding items, and maintain reliable financial records.</p><p>• Record and review general ledger activity to support accurate month-end and ongoing accounting processes.</p><p>• Prepare journal entries with appropriate documentation and ensure financial transactions are posted correctly.</p><p>• Process accounts payable transactions, including invoice review, coding, and payment coordination.</p><p>• Oversee accounts receivable activity by tracking incoming payments, following up on outstanding balances, and supporting cash application.</p><p>• Monitor project costs and profitability by maintaining job cost records and analyzing expenses against budgets.</p><p>• Contribute to construction and project accounting activities by supporting financial reporting and project-level analysis.</p>
<p>We are looking for a <strong>Senior Associate </strong>to join our client's <strong>Portfolio Support Group </strong>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.</p>
<p>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!</p><p><br></p><p>If interested in hearing more, please EMAIL YOUR RESUME to matthew.katz@roberthalf ASAP or message me on Linkedin. Thank you.</p>