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9 results for Portfolio Manager in Quincy, MA

Finance Manager

Quincy, MA
onsite
Temporary
35.625 - 41.25 USD / Hourly
We are looking for a skilled Legal Billing Finance Manager to oversee and lead a billing team in Quincy, Massachusetts. This is a contract role where you will manage a group of four professionals, ensuring accurate and efficient billing processes for insurance clients. If you have a strong background in billing systems and electronic invoicing, this position offers an excellent opportunity to showcase your expertise. Responsibilities:• Supervise and guide a billing team of four professionals, ensuring smooth daily operations.• Oversee billing processes for insurance clients, maintaining accuracy and compliance.• Utilize and manage billing software to streamline invoicing and reporting functions.• Ensure all electronic billing activities align with client and organizational requirements.• Collaborate with internal teams to resolve billing discrepancies in a timely manner.• Monitor billing system performance and recommend improvements as needed.• Generate financial reports and provide insights to support decision-making.• Maintain strong client relationships by addressing billing concerns promptly and professionally.• Train and mentor team members to enhance their skills and productivity.
2026-04-08T00:00:00Z

Finance Manager

Framingham, MA
onsite
Temporary
45 - 55 USD / Hourly
We are looking for an experienced Finance Manager to join our team on a long-term contract basis in Framingham, Massachusetts. This role is pivotal in managing financial planning and analysis, ensuring accurate reporting, and driving strategic insights that support business growth. The ideal candidate will have a strong background in FP&A and proficiency in Adaptive Planning and Excel. Responsibilities:• Oversee month-end close processes and ensure timely reporting of financial results.• Conduct detailed variance analysis to identify trends and provide actionable insights.• Prepare comprehensive management reports, including commentary to support decision-making.• Develop, maintain, and enhance financial dashboards for internal use.• Collaborate with teams to improve forecasting and financial modeling efforts.• Support strategic planning initiatives by providing financial analysis and recommendations.• Ensure accuracy and consistency in financial reporting across departments.• Utilize Adaptive Planning to streamline budgeting and planning processes.• Identify opportunities for process improvements and implement best practices in financial management.
2026-04-09T00:00:00Z

Investment Executive

Cambridge, MA
onsite
Permanent
55000 - 80000 USD / Yearly
We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales. 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.
2026-04-10T00:00:00Z

Relationship Manager - Structured Finance

Needham, MA
onsite
Permanent
175000 - 195000 USD / Yearly
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. Responsibilities:• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.• Originate and close loans for clients and prospects, focusing on lending needs ranging from $1MM to $10MM.• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.
2026-03-25T00:00:00Z

SVP, Managed Assets

Needham, MA
onsite
Permanent
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>
2026-03-16T00:00:00Z

Financial Planning & Analysis Manager

Framingham, MA
onsite
Permanent
140000 - 170000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to join our team in Framingham, Massachusetts. In this role, you will lead financial operations and planning for corporate functions, ensuring alignment with strategic goals and delivering actionable insights. This position provides an opportunity to collaborate with senior leadership and make a significant impact on organizational performance.For immediate interview call Victor Muller at 508 205 2136Responsibilities:• Lead and mentor a team of analysts, ensuring timely delivery of financial reporting and effective business partnering for corporate functions such as HR, IT, Finance, Legal, and others.• Oversee the monthly financial close process for corporate functions, providing concise performance summaries and analysis of key business drivers.• Drive operational and financial planning processes for corporate functions, ensuring plans align with strategic objectives and are achievable.• Collaborate with executive leadership to monitor and report on cost-saving initiatives and their progress.• Partner directly with corporate transformation leadership to manage and analyze capitalized projects, including financial reporting and accounting.• Conduct ad hoc financial analyses and participate in cross-functional meetings and initiatives to support corporate functions.• Present financial insights and performance updates to senior leadership and executive committees as required.
2026-03-17T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent
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
2026-03-25T00:00:00Z

Commercial Property Manager

Boston, MA
remote
Permanent
100000 - 140000 USD / Yearly
Hiring for a Commercial Property Manager! A growing national real estate services firm is expanding its presence in the Washington, DC area to support an established institutional client. This is an exciting opportunity to join a dynamic and rapidly growing organization with strong potential for long-term career advancement. We are seeking an experienced Commercial Property Manager to oversee a local portfolio of commercial assets. This role will require travel around the DMV so reliable transportation is a must. It will report directly to the Regional General Manager and work closely with internal teams to ensure operational excellence, financial performance, and high tenant satisfaction across assigned properties. Accounting & Financial Management<ul><li>Oversee financial performance of assigned properties, including annual budgets, capital planning, and monthly/quarterly reporting</li><li>Review financial reports and provide executive-level summaries for client discussions</li><li>Monitor accounts receivable, partner with accounting teams, and provide client updates as needed</li><li>Review and approve monthly billing reports, ensuring accuracy and alignment with financial operations</li><li>Ensure compliance with client-specific financial requirements and property management agreements</li><li>Interpret and abstract lease terms related to billing, operating expenses, and tenant obligations</li></ul>Tenant Relations<ul><li>Serve as the primary point of contact for tenants, ensuring timely and professional communication</li><li>Manage tenant onboarding and move-out processes in coordination with internal teams</li><li>Conduct regular tenant check-ins to assess satisfaction and address concerns</li><li>Support leasing efforts by providing property-level insights and information</li></ul>Operations Management<ul><li>Oversee day-to-day operations across all assigned properties</li><li>Lead regular client meetings to review operational, financial, and tenant performance</li><li>Manage third-party vendors, ensuring service quality, contract compliance, and proper insurance coverage</li><li>Partner with construction teams on tenant improvements and capital projects</li><li>Conduct routine property inspections and proactively recommend repairs and improvements</li><li>Monitor project budgets and timelines to ensure alignment with approved scope</li></ul>
2026-04-14T00:00:00Z

Sr. Associate, Portfolio Support

Boston, MA
onsite
Permanent
160000 - 180000 USD / Yearly
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.
2026-04-10T00:00:00Z