Add your latest resume to match with open positions.

8 results for Portfolio Manager in Quincy, 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.
2026-05-06T00:00:00Z

Relationship Manager - Structured Finance

Needham, MA
onsite
Permanent / Full Time
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.
2026-05-06T00:00:00Z

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>
2026-05-06T00:00:00Z

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
2026-05-06T00:00:00Z

Commercial Property Manager

Boston, MA
remote
Permanent / Full Time
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 / Full Time
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.
2026-04-20T00:00:00Z

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.
2026-05-01T00:00:00Z

Project Manager - Systems

Fairhaven, MA
onsite
Temporary / Contract
63.3365 - 73.337 USD / Hourly
We are looking for a Project Manager - Systems to support enterprise financial consolidation and close activities in Fairhaven, Massachusetts. This Long-term Contract position will oversee key consolidation processes, strengthen financial systems governance, and partner across finance, tax, FP&A, IT, and audit to improve reporting accuracy and operational efficiency. The role also plays an important part in enhancing close-related systems, supporting complex organizational changes, and guiding process improvements across a global environment. Responsibilities: • Direct global consolidation and close cycles across monthly, quarterly, and annual reporting periods, ensuring accurate treatment of intercompany balances, eliminations, and foreign currency impacts. • Oversee the timely preparation of consolidated financial results for leadership review and external reporting, while maintaining quality and completeness under shortened close deadlines. • Provide accounting leadership for complex consolidation matters, including entity additions, ownership changes, and unusual organizational structures, supported by sound analysis and documentation. • Act as the business lead for consolidation and close platforms, maintaining core structures such as chart of accounts, legal entities, and reporting hierarchies. • Coordinate system upgrades, enhancements, and integrations by partnering with technology teams and external vendors to align tools with reporting and control needs. • Support implementation efforts tied to consolidation system connectivity and close reporting processes, ensuring solutions meet statutory, management, and internal control requirements across regions. • Strengthen efficiency and visibility by advancing automation, process consistency, and data quality improvements throughout the close and consolidation cycle. • Establish and maintain a strong control framework over consolidation activities, including documentation, evidence retention, and audit support for internal and external reviews. • Collaborate with FP&A, Tax, and other finance partners to align reported results, address legal entity and intercompany matters, and assist with integration activities related to acquisitions. • Lead and develop team members while serving as the escalation point for sophisticated consolidation and financial systems issues, fostering accountability and continuous improvement.
2026-05-04T00:00:00Z