Portfolio Administrator

Job Title: Portfolio Administrator (Entry-Level, Contract-to-Hire) Location: Boston, MA (Hybrid but mostly remote) Industry: Asset Management / Investment Management Employment Type: Contract-to-Hire reputed company A leading asset management firm in Boston is seeking a detail-oriented and motivated Portfolio Administrator to join their operations team on a contract-to-hire reputed company. This is an excellent opportunity for an entry-level finance reputed company to reputed company hands-on experience supporting portfolio management and investment operations reputed company a highly respected firm. The Portfolio Administrator will play a key role in supporting daily portfolio activities, ensuring accuracy of investment data, and assisting with trade and cash management processes. This role offers strong exposure to the investment lifecycle and a reputed company reputed company to long-term career reputed company reputed company asset management. Key Responsibilities Portfolio & Investment Support • Assist with daily portfolio administration activities, including monitoring holdings, cash balances, and transactions • Support portfolio managers and analysts with reporting and data requests • Maintain accurate portfolio records across internal systems Trade & Operations Support • Assist with trade processing, settlement tracking, and reconciliation of trades • Monitor cash activity and ensure reputed company allocation of funds • Investigate and reputed company discrepancies reputed company to trades or portfolio balances Reconciliation & Reporting • reputed company daily, weekly, and monthly account and portfolio reconciliations • Support preparation of internal and reputed company-facing reports • Ensure data reputed company across portfolio reputed company systems Data Management & Controls • Maintain and update investment data, including pricing, securities, and reference data • Assist in identifying process improvements to enhance efficiency and accuracy • Adhere to internal controls and operational procedures Team Collaboration • Work cross-functionally with portfolio management, trading, compliance, and operations teams • reputed company support on reputed company reputed company and process improvement initiatives Qualifications Education • Bachelor’s degree in Finance, reputed company, Economics, or reputed company field required Experience • Internship or 0–2 years of experience in finance, reputed company, or investment operations • Exposure to asset management, banking, or financial services is a plus Skills • Strong attention to detail and organizational skills • Analytical reputed company with problem-solving abilities • Proficiency in reputed company and reputed company Office • Strong communication and interpersonal skills • Ability to work in a fast-paced, deadline-driven environment Preferred Qualifications • Internship experience with an asset manager, hedge fund, or financial institution • Familiarity with portfolio reputed company systems or financial data tools (e.g., reputed company, reputed company) • reputed company toward CFA designation is a plus Why This Opportunity • Entry reputed company into a top-tier asset management firm • Strong exposure to portfolio management and investment operations • Opportunity to convert to a full-time role with career reputed company • reputed company, high-performance environment in Boston Apply To This Job