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Client Portfolio Analyst Jobs in Boston, MA (NOW HIRING)

Man Group

Portfolio Analyst

Boston, MA · On-site

Role Overview The Portfolio Analyst role puts you at the intersection of quantitative research ... for client communications and presentations * Work across teams within Man Group to solve ...

Man Group plc

Portfolio Analyst

Boston, MA · On-site

$95K - $125K/yr

As at 30 June 2026 Role Overview The Portfolio Analyst role puts you at the intersection of ... for client communications and presentations * Work across teams within Man Group to solve ...

Imea

Associate Client Portfolio Manager

Boston, MA · On-site

$100 - $135/hr

The Associate Client Portfolio Manager will be an active member of the investment team and partner ... Analytical skill set with proficiency in Excel and PowerPoint; familiarity with FactSet and/or ...

GHD

Portfolio Leader- Environment

Boston, MA · On-site

You'll translate client needs into actionable strategies by coordinating with technical teams ... analyses, and recommendations for changes based on customer input. * Customer Relationship ...

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All JobsClient Portfolio Analyst JobsClient Portfolio Analyst Jobs in Boston, MA

Client Portfolio Analyst information

See Boston, MA salary details

$41.3K

$101.3K

$160.8K

How much do client portfolio analyst jobs pay per year?

As of Aug 25, 2026, the average yearly pay for client portfolio analyst in Boston, MA is $101,278.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,900.00 and $117,300.00 per year, depending on experience, location, and employer.

What does a client portfolio analyst do?

A Client Portfolio Analyst is responsible for monitoring, analyzing, and reporting on investment portfolios managed on behalf of clients. They assist in assessing portfolio performance, conducting risk analysis, and preparing detailed reports for clients and portfolio managers. Their work helps ensure that investment strategies are aligned with clients' goals and compliance requirements. They often collaborate with investment advisors and research teams to support decision-making and respond to client inquiries about their investments.

What are the key skills and qualifications needed to thrive as a client portfolio analyst, and why are they important?

To thrive as a Client Portfolio Analyst, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, economics, or business. Expertise in portfolio management systems, financial modeling tools like Excel, and certifications such as CFA or FRM are often required. Outstanding interpersonal skills, attention to detail, and effective communication help you build client relationships and present complex information clearly. These skills are crucial for delivering accurate analyses, managing client expectations, and ensuring sound investment decisions.

How does a client portfolio analyst typically collaborate with portfolio managers and other team members?

Client Portfolio Analysts work closely with portfolio managers, investment analysts, and sometimes client relationship teams to gather and analyze data that informs investment decisions. They are often responsible for preparing detailed portfolio reports, conducting performance attribution analysis, and contributing insights during team meetings. This role requires strong communication skills, as analysts must clearly present findings and recommendations to both internal teams and occasionally directly to clients. Effective collaboration ensures that portfolio strategies align with clients’ objectives and that any potential risks or opportunities are promptly identified and addressed.

What is the difference between Client Portfolio Analyst vs Client Relationship Manager?

AspectClient Portfolio AnalystClient Relationship Manager
Primary FocusAnalyzing and managing client investment portfoliosBuilding and maintaining client relationships
Required SkillsFinancial analysis, data management, investment knowledgeCommunication, client service, sales skills
Work EnvironmentFinancial institutions, investment firmsBanking, wealth management firms
CertificationsChartered Financial Analyst (CFA), relevant degreesFinancial certifications helpful but not mandatory

While both roles involve client interaction, the Client Portfolio Analyst primarily focuses on analyzing and managing investment portfolios, whereas the Client Relationship Manager emphasizes building strong client relationships and providing personalized service. The roles often overlap in financial firms but serve different core functions.

What are popular job titles related to Client Portfolio Analyst jobs in Boston, MA?

For Client Portfolio Analyst jobs in Boston, MA, the most frequently searched job titles are:

What job categories do people searching Client Portfolio Analyst jobs in Boston, MA look for?

The top searched job categories for Client Portfolio Analyst jobs in Boston, MA are:

Client Portfolio Analyst jobs near you
Infographic showing various Client Portfolio Analyst job openings in Boston, MA as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $101,278 per year, or $48.7 per hour.

Quantitative Portfolio Analyst, Portfolio Engineering

Fidelity Investments

Boston, MA • On-site

Full-time

Medical, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 151 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Group
Strategic Advisers, LLC (SAI) is a registered investment advisor and Fidelity Investments Company that provides investment management services to clients through Fidelity's retail and institutional distribution channels. For more than 30 years, Strategic Advisers, LLC has specialized in the investment management of managed accounts and other custom solutions to help investors reach their financial goals. With more than $1.4 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, Fidelity's Strategic Advisers, LLC is a leading provider of managed solutions for retail, workplace, institutional clients.
Strategic Advisers is looking for a Quantitative Portfolio Analyst to join the Quantitative Model Management (QMM) group within our Portfolio Engineering organization. The QMM group is responsible for customized model portfolio construction and management for Fidelity's managed accounts and institutional intermediary clients. We employ investment expertise, quantitative techniques, and technology to scale our investment process across a variety of multi-asset-class strategies, investing in mutual funds, commingled pools, ETFs, and separately managed accounts.
The Role
The Quantitative Portfolio Analyst will be responsible for the implementation and evolution of quantitative portfolio management for Fidelity's managed account and non-discretionary model portfolios.
In this role, you will actively contribute to all aspects of the investment process which utilizes a quantitative investment methodology. This will entail working closely with our portfolio managers, quantitative research, investment management, and technology teams.
The Value You Deliver
  • Portfolio Reallocations: Own the day-to-day portfolio management process, which includes collaborating with the Portfolio Managers, formulating investment strategies, making trading recommendations, configuring our optimization platform inputs for desired trades, constructing model portfolios, evaluating portfolio characteristics, and supervising trading processes.
  • Quantitative Analysis: Conduct complex quantitative research projects in conjunction with the broader investment team aimed at improving the investment methodology and client outcomes.
  • Portfolio Oversight: Lead the development of portfolio oversight processes across millions of portfolios. Communicate performance, risk, positioning, and rebalance metrics to ensure alignment with our investment thesis and client portfolio outcomes.
  • Investment Architecture: Guide the investment architecture and design of scalable enhancements to our model management platform and systematic processes. Provide business context, prototypes, requirements and roadmap prioritization. Perform end-user acceptance testing.
  • Client Relations: Develop hypothetical portfolios and ad-hoc analysis for prospective plan sponsors and financial advisors. Perform white-glove transition management to seamlessly onboard clients.

Education and Experience
  • 5+ years of work experience in the investment management industry in a role where applied quantitative finance and technical skills were required.
  • Graduate degree in a related field such as Computer Science, Engineering, Mathematics, or Quantitative Finance.
  • CFA or related investment certifications are preferred.

Skills and Knowledge
  • Quantitative Investing - Experience of quantitative portfolio construction methods, investment management and portfolio analysis.
  • Portfolio Construction: Experience working with optimization software, tools and techniques.
  • Technical skills: Advanced proficiency in programming (Python, R), data access (SQL), and version control (Git).
  • Agentic AI: Proficiency in leveraging modern AI-assisted development and research tools (e.g., GitHub Copilot, Claude Code, agentic workflows) to drive workflow efficiency, streamline quant analysis, and improve investment outcomes.
  • Investment Architecture: Analytical, architecture-oriented mindset with experience driving the investment platform development lifecycle (from requirements through testing and delivery) in close partnership with technology teams.
  • Communication: Excellent communication and interpersonal skills, with a proven ability to translate and present complex quantitative concepts to large, diverse audiences.
  • Professional Qualities: Detail-oriented, collaborative, self-directed professional with a genuine passion for financial markets, innovation, and working in a fast-paced environment.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $100,000 - $200,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Category:
Investment Professionals

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