Portfolio Analyst jobs in United States, Massachusetts, Boston
EY CBS - Brand Market Com Dig Cont Analyst United States, Massachusetts, Boston
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Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.
MINIMUM REQUIREMENTS:
Must have a Bachelor’s degree in Business, Marketing, Communications, English, Journalism, Digital Media, or a related field with 7 years of progressive, post-baccalaureate related work experience. Alternatively, will accept a Master’s degree in Business, Marketing, Communications, English, Journalism, Digital Media, or a related field with at least 6 years of related work experience.
Must have 5 years of experience in combination of consulting and/or editing experience in digital media.
Of the required experience, must have 5 years of experience in combination of working at a multinational corporation or a media company.
Must have 3 years of experience in digital content design, including Adobe Experience Manager.
Must have 6 years of experience in editing, optimizing and managing digital media projects.
Must have 3 years of experience in working with website or social media platform content management.
Must have 5 years of experience preparing written or verbal materials, leading a team, and providing formal feedback.
Must have 3 years of experience supervising and reviewing content and design created by page builders and editors.
Employer will accept any suitable combination of education, training, or experience.
What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is 141,580.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".
These jobs might be a good fit
Bank Of America Identity Access Management IAM Process Analyst Engineer United States, Massachusetts, Boston
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LOB Summary:
Global Information Security (GIS) is responsible for protecting bank information systems, confidential and proprietary data, and customer information. GIS develops the bank’s Information Security strategy and policy, manages the Information Security program, identifies, and addresses vulnerabilities and operates global security operations centers that monitor, detect, and respond to cybersecurity incidents. Within GIS, Identity and Access Management (IAM) is a security discipline that enables the right individuals to access the right resources at the right times and in the right context. IAM addresses the mission-critical need to ensure appropriate access to the resources across increasingly heterogeneous technology environments, and to meet increasingly rigorous compliance requirements.
Role Description:
This role will be responsible for designing and implementing modernized processes that optimize Identity and Access Management workflows and cross-functional integration with systems that are deeply interconnected with identity management (i.e. HR, IT, Security). The ideal candidate will possess strong organizational, leadership, and communication skills, with the ability to engage senior leaders and teams across the enterprise. In this role, you will partner with stakeholders in Global Information Security (GIS) and the bank to drive end-to-end identity processes aligned with strategic organizational goals. You will ensure transparency in work activities, alignment with business and technology strategies, and establish governance structures for effective delivery oversight.
Responsibilities include leading end-to-end process reviews with the Identity and Access Management and upstream/downstream teams to identify process gaps and risks. Using data-driven analysis, you will recommend strategic improvements with measurable outcomes. You will also provide thought leadership with respect to identifying inefficiencies, document current and future state processes, and develop user guides and metrics to translate identity insights into to optimal user experience while meeting the bank’s security standards.
Designs, develops, tests, implements, and integrates Identity and Access Management (IAM) processes that support operational transformation of systems and solutions.
Define, document, and build detailed workflows, SOP’s, and documentation that enable automation and scalability.
Establish sustainable long-term plans with clear, proactive, and measurable targets.
Serve as a liaison between Identity and Access Management, Human Resources, aligned IT teams, Compliance, and Operations teams to ensure alignment
Develop processes that incorporate input from senior leadership, stakeholders, and partners to ensure alignment of priorities and actions.
Maintain and enhance strategic planning materials, including deep dives and book of work documentation.
Continuously seek innovative solutions, challenge the status quo, and drive process improvements using data analysis and process modeling techniques.
Identify process gaps and risks and collaborate with partners to develop mitigation plans.
Monitor process performance using metrics and drive continuous improvement initiatives.
Ensure compliance with internal policies and external regulations through robust process design.
Act as a subject matter expert in process engineering and identity system integration.
Champion a culture of continuous improvement by applying Lean and Six Sigma methodologies.
Communicate strategic improvement ideas and lead initiatives aligned with business priorities.
Deliver effective process standardization with a human-centered approach, enabling technology teams to implement optimized solutions.
Organize and communicate information clearly to keep cross-functional stakeholders aligned and informed.
Required Qualifications:
5+ years of experience in process analysis and engineering, business architecture, or identity/access management
Strong understanding of IAM platforms (e.g., Okta, SailPoint, Active Directory, etc.)
Experience integrating identity systems with HR platforms (e.g., Workday, SAP)
Knowledge of regulatory requirements and risk management practices
Formal training/certification in Lean, Six Sigma and/or other process quality methodologies
Experience using Visio or other Business Process Mapping Notation (BPMN) tools
Excellent analytical, communication, and cross-functional collaboration skills.
Desired Qualifications:
Passion for continuous improvement by using your experience and expertise to improve existing processes
Ability to utilize logic & reason to navigate complex problem solving
Ability to navigate complex security technology environments
Experience in financial services or highly regulated industries
Familiarity with cloud-based identity solutions and zero trust architectures
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Bank Of America Identity Access Management IAM Analyst Mainframe / RACF exp ... United States, Massachusetts, Boston
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Job Summary:
Global Information Security (GIS) is responsible for protecting bank information systems, confidential and proprietary data, and customer information. GIS develops the bank’s Information Security strategy and policy, manages the Information Security program, identifies and addresses vulnerabilities and operates a global security operations center that monitors, detects and responds to cybersecurity incidents. Within GIS, Identity and Access Management (IAM) is a security discipline that enables the right individuals to access the right resources at the right times and in the right context. IAM addresses the mission-critical need to ensure appropriate access to the resources across increasingly heterogeneous technology environments, and to meet increasingly rigorous compliance requirements.
What you can expect in Identity & Access Management:
In today’s highly connected world, managing and securing the identity of users is essential to the safety and success of our workforce. The Identity & Access Management (IAM) team works within Global Information Services (GIS) and in close participation with all other LOB teams as well as second and third line of defense partners. This role is highly visible and requires frequent interaction with senior management and key stakeholders.
Role Description:
Administer and maintain RACF security profiles for users, groups, datasets and general resources
Implement, review, and update RACF rules to align with security policies and compliance requirements
Analyze and troubleshoot RACF related security incidents and access issues
Provide RACF support during Mainframe upgrades, migrations and disaster recovery tests
Provide 24/7 on-call support for RACF related issues
Develop and maintain RACF process and procedural documentation
Work closely with internal/external audit and compliance to ensure adherence to IAM standards.
Required Qualifications:
3+ years of experience with IAM
3+ years of experience with Mainframe security administration (RACF)
Strong knowledge of z/OS mainframe environment, TSO/ISPF, JCL and security related exits
Excellent analytical, troubleshoot, and problem solving skills
Excellent communication skills
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Bank Of America IAM Privileged Access Management PAM Analyst United States, Massachusetts, Boston
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Job Description:
Job Description:
Global Information Security (GIS) is responsible for protecting bank information systems, confidential and proprietary data, and customer information. GIS develops the bank’s Information Security strategy and policy, manages the Information Security program, identifies, and addresses vulnerabilities and operates global security operations centers that monitor, detect, and respond to cybersecurity incidents. Within GIS, Identity and Access Management (IAM) is a security discipline that enables the right individuals to access the right resources at the right times and in the right context. IAM addresses the mission-critical need to ensure appropriate access to the resources across increasingly heterogeneous technology environments, and to meet increasingly rigorous compliance requirements.
Your contributions will include provisioning and managing privileged accounts and groups within Active Directory, onboarding accounts into the CyberArk vaulting solution, and supporting technical teams in troubleshooting vaulting-related issues across UNIX, Windows, and network infrastructure. You will also be responsible for generating reports and data extracts from PAM tools to support internal customers and partners.
Key Responsibilities
- Provision and de-provision privileged access for infrastructure support teams across local and LDAP-authenticated systems.
- Manage credential lifecycles, vaulting, and privilege elevation controls and configurations using common enterprise PAM tools (e.g., CyberArk, BeyondTrust, Delinea, Ping Identity, and other vendor products).
- Ensure compliance with internal policies and external regulatory requirements through timely access reviews and audits.
- Collaborate with global teams, senior leadership, and business stakeholders to support secure access enablement.
- Monitor and analyze privileged access activity to detect anomalies and potential threats.
- Participate in the development and enhancement of PAM policies, standards, and procedures.
- Stay current with emerging threats, technologies, and industry trends to continuously improve access controls and risk posture.
Required Qualifications
- 3+ years of experience in Identity & Access Management, with a focus on Privileged Access Management.
- Hands-on experience with PAM tools such as CyberArk, BeyondTrust Power Broker, Hashi Secret Vault or similar.
- Strong knowledge of Active Directory, LDAP, and UNIX/Linux authentication mechanisms.
- Strong knowledge of AWS, Azure and GCP.
- Familiarity with ITIL processes and security frameworks (e.g., NIST, ISO 27001).
- Proven ability to work collaboratively across technical and business teams.
- Excellent analytical, problem-solving, and communication skills.
Desired Qualifications
- Bachelor’s degree in Computer Science, Information Security, or related field.
- Industry certifications such as CISSP, CISM, or vendor-specific PAM certifications.
- Experience in a highly regulated industry (e.g., banking, healthcare, government).
- Knowledge of scripting languages (e.g., PowerShell, Python) for automation of access tasks.
Why Join Us?
- Be part of a mission-critical team that safeguards enterprise systems and data.
- Work in a collaborative, global environment with opportunities for career growth.
- Influence the evolution of access security policies and practices across the organization.
Skills:
- Cyber Security
- Data Privacy and Protection
- Problem Solving
- Process Management
- Threat Analysis
- Business Acumen
- Data and Trend Analysis
- Interpret Relevant Laws, Rules, and Regulations
- Risk Analytics
- Stakeholder Management
- Access and Identity Management
- Data Governance
- Encryption
- Information Systems Management
- Technology System Assessment
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JPMorgan Asset Management - 55ip Portfolio Oversight Associate United States, Massachusetts, Boston
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As the Portfolio Implementation & Oversight Associate within the Platform Management and Strategy Team, you will be responsible for the day-to-day oversight of 55ip’s portfolio implementation platform, focusing on client portfolio investment and tax outcomes. You will collaborate with various functional teams, external partners, and clients, acting as a subject matter expert to support ad-hoc analyses, new product development, and strategic initiatives.
Job Responsibilities
- Analyze and review client portfolio trade orders, ensuring alignment with intended investment and tax outcomes.
- Produce, analyze, and support presentation of periodic platform-level portfolio oversight reporting
- Conduct ad-hoc client and internal analyses related to client portfolio investment and/or tax-management outcomes.
- Develop a practical expertise of 55ip’s tech-enabled portfolio implementation and tax management capabilities and be able to provide support and develop solutions for internal teams, external partners, and clients.
- Partnering internally across Quantitative R&D, Product, Tech, Ops, and Client Facing teams.
Support the error correction process, providing analysis and oversight of error remediation action.
Required qualifications, capabilities and skills
- Bachelor's degree in finance or economics
- 3+ years of experience in an Investment and/or Wealth Management environment, particularly with a focus on client portfolio implementation, investment oversight/governance, and/or wealth management platform/tech experience
- Passion for financial markets and technology in the asset and wealth management industry
- Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing
- Knowledge of basic statistics and quantitative analysis method, strong Excel skills
- Strong data analysis and visualization skills
- Excellent verbal and written communication skills
- Strong attention to detail with the ability to conceptualize and learn complex financial data
- Ability to manage multiple projects and work well under pressure while handling large workloads and short timelines
- Ability to work cooperatively and collaboratively with all levels of employees and management
- Ability to work effectively in a highly collaborative, team-oriented environment
Preferred qualifications, capabilities and skills
- Demonstrated interest and/or progress towards CFA designation preferred
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JPMorgan US Private Bank - Fund Banking Program Analyst United States, Massachusetts, Boston
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Job Posting
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
- Help devise customized financial strategies for existing and prospective clients
- Prepare pitch books and meeting materials
- Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
- Become an expert in a range of proprietary models to provide recommendations on tailored solutions
- Conduct research and analysis; assist with product development and prospecting efforts
- Research client inquiries and manage follow up communication and materials
Work directly with clients as you continue to progress in your role
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree with a minimum overall GPA of 3.2
- No more than two years of work experience following completion of undergraduate program
- Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
- Superior multi-tasking and organizational skills
- Excellent communication skills and poise giving presentations
- Genuine interest in financial markets and macro-level economic trends
- Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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JPMorgan Portfolio Analyst United States, Massachusetts, Boston
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Responsibilities
- Collaborate with quantitative researchers and software developers to enhance investment algorithms and optimize research data. Facilitate the advancement of back-testing, simulation, and data visualization platforms to support strategic investment decisions. Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives.
- Establish, execute, and oversee both historical and forward-looking simulations to ensure robust analysis and accuracy in investment strategies.
- Develop comprehensive analysis and visualization reports utilizing Excel, Tableau, and other advanced analytical tools to effectively communicate insights and support data-driven decision-making processes.
- Investigate and resolve inquiries and issues arising from trade operations and investment teams, ensuring seamless execution and alignment with strategic financialobjectives.
- Collaborate closely with product management, portfolio managers, and technology teams to launch, refine, and test both existing and new investment strategies, ensuring alignment with market trends and organizational goals.
- Engage in governance practices to oversee and enhance investment methodologies, ensuring compliance with industry standards and optimizing performance outcomes.
- Utilize JIRA to efficiently manage and assign work items and issues, ensuring streamlined workflow and effective resolution within project timelines.
- Thoroughly document operational procedures, processes, and workflows to ensure clarity, consistency, and compliance across all financial operations.
Requirements
- Bachelor’s degree in Finance, Accounting, or Economics.
- Deep passion for financial markets and the investment management process.
- Strong attention to detail with the ability to conceptualize and comprehend complex financial data.
- Demonstrated interest in pursuing CFA and/or FRM certifications.
- Team player with a strong work ethic and a diligent, responsible personality.
- Collaborative nature, thriving on challenges in fast-paced, dynamic environments.
- Collaborative and cooperative approach with employees and management at all levels.
- Highest degree of integrity, motivation, and intellectual curiosity.
- Solid understanding of basic statistics, strong Excel skills, and quantitative capabilities.
- Ability to work with basic Python and statistical analysis.
- Proven ability to manage multiple tasks and work under pressure, handling large workloads and tight deadlines.
- Strong verbal and written communication skills.
- Proficient in Microsoft PowerPoint, Word.
- Proficient in investigating data issues using SQL.
- Familiarity with financial tools such as BarraOne, Factset, and Bloomberg is a plus.
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Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.
MINIMUM REQUIREMENTS:
Must have a Bachelor’s degree in Business, Marketing, Communications, English, Journalism, Digital Media, or a related field with 7 years of progressive, post-baccalaureate related work experience. Alternatively, will accept a Master’s degree in Business, Marketing, Communications, English, Journalism, Digital Media, or a related field with at least 6 years of related work experience.
Must have 5 years of experience in combination of consulting and/or editing experience in digital media.
Of the required experience, must have 5 years of experience in combination of working at a multinational corporation or a media company.
Must have 3 years of experience in digital content design, including Adobe Experience Manager.
Must have 6 years of experience in editing, optimizing and managing digital media projects.
Must have 3 years of experience in working with website or social media platform content management.
Must have 5 years of experience preparing written or verbal materials, leading a team, and providing formal feedback.
Must have 3 years of experience supervising and reviewing content and design created by page builders and editors.
Employer will accept any suitable combination of education, training, or experience.
What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is 141,580.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".
These jobs might be a good fit
