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Portfolio Implementation Associate Jobs in Boston, MA

Associate Wealth Advisor

Hingham, MA · On-site

$70K - $80K/yr

Responsibilities include creating and implementing strategies in retirement, risk management, tax ... Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations ...

Associate Wealth Advisor

Boston, MA · On-site

$60K - $125K/yr

Responsibilities include creating and implementing strategies in retirement, risk management, tax ... Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations ...

This position will support an existing portfolio as well as prospecting initiatives to develop new ... Submit implementation requests for mandated new services * Support cross sell pitch follow up with ...

Trading Associate

Boston, MA · On-site

$65K - $95K/yr

Implement equity execution through the firm's order management system. * Perform daily ... Portfolio Management Team Support Responsibilities: * Provide day-to-day trading and investment ...

TS Sales Associate - Segments

Boston, MA · On-site

$78K - $110K/yr

This position will support an existing portfolio as well as prospecting initiatives to develop new ... Submit implementation requests for mandated new services * Support cross sell pitch follow up with ...

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Portfolio Implementation Associate information

See Boston, MA salary details

$15

$32

$55

How much do portfolio implementation associate jobs pay per hour?

As of Jun 28, 2026, the average hourly pay for portfolio implementation associate in Boston, MA is $32.93, according to ZipRecruiter salary data. Most workers in this role earn between $21.92 and $38.65 per hour, depending on experience, location, and employer.

What does a Portfolio Implementation Associate do?

A Portfolio Implementation Associate plays a key role in the investment management process by ensuring that investment strategies designed by portfolio managers are accurately and efficiently executed. They are responsible for translating portfolio decisions into trades, monitoring trade execution, and coordinating with traders and other teams to ensure compliance with regulations and client guidelines. Additionally, they often assist with portfolio rebalancing, performance analysis, and reporting, helping to optimize investment outcomes for clients.

What is the difference between Portfolio Implementation Associate vs Portfolio Analyst?

AspectPortfolio Implementation AssociatePortfolio Analyst
Primary FocusSupporting the setup and execution of client portfolios, ensuring smooth implementation processesAnalyzing portfolio performance, market trends, and providing investment insights
Required SkillsProject coordination, client communication, basic financial knowledgeData analysis, financial modeling, reporting skills
Work EnvironmentClient-facing, collaborative teams within asset management firmsResearch-driven, analytical roles within investment teams
CertificationsOften requires or prefers CFA Level I or similarTypically requires CFA Level I or II, strong quantitative background

The Portfolio Implementation Associate focuses on executing and supporting portfolio setups and client onboarding, while the Portfolio Analyst emphasizes analyzing investment data and performance. Both roles often require similar certifications and work within asset management firms, but their core responsibilities differ in execution versus analysis.

How does a Portfolio Implementation Associate typically collaborate with portfolio managers and traders during the investment process?

Portfolio Implementation Associates play a key role in ensuring seamless execution of investment strategies by working closely with both portfolio managers and traders. They act as a bridge, translating investment decisions made by portfolio managers into actionable trades, and collaborating with traders to ensure timely and accurate execution. Regular communication is essential to resolve discrepancies, monitor market conditions, and adjust strategies as needed. This collaborative environment offers exposure to multiple aspects of the investment process, enhancing both technical and interpersonal skills.

What are the key skills and qualifications needed to thrive as a Portfolio Implementation Associate, and why are they important?

To thrive as a Portfolio Implementation Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management systems, trading platforms, and proficiency in Excel or other data analysis tools is common, and certifications like CFA Level 1 can be beneficial. Excellent communication, problem-solving abilities, and the capacity to work well under tight deadlines set top performers apart. These skills and qualities ensure accurate execution of investment strategies, minimize operational risk, and support seamless collaboration with portfolio managers and clients.
What are popular job titles related to Portfolio Implementation Associate jobs in Boston, MA? For Portfolio Implementation Associate jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Portfolio Implementation Associate jobs in Boston, MA look for? The top searched job categories for Portfolio Implementation Associate jobs in Boston, MA are:
Associate Director - Commercialization

Associate Director - Commercialization

NorthEastern

Boston, MA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago


Job description

About the Opportunity

JOB SUMMARY

The Center for Research Innovation (CRI) at Northeastern University is seeking a self-motivated individual with experience in technology transfer and demonstrated success in technology licensing/commercialization to join its team as a Associate Director - Commercialization. As part of the commercialization team, this position will report to the Director of Commercialization and coordinate closely with CRI team members to maximize the impact and value derived from the university's technology portfolio.


The Associate Director - Commercialization will leverage their specific industry expertise with a focus on life sciences research and inventions to manage a portfolio of faculty, researchers and research centers. A key responsibility will be to foster and deepen key relationships with university researchers within its global network and work to advance the development and commercialization of ground-breaking technologies. This includes supporting spinouts and start-ups and fostering strategic relationships with industry partners. As a liaison to both the research community and industry, the Associate Director - Commercialization will have a high-service mentality, continually developing and effectively communicating a working knowledge of Northeastern's capabilities.


Responsibilities include managing a growing intellectual property portfolio; assessing/evaluating the commercialization potential of new technologies; developing and implementing strategies for the marketing and licensing of technologies to start-ups and other commercialization partners; negotiating options, licenses, amendments, and other relevant agreements; and supporting post-license activity. This position requires a highly motivated and professional individual. A combined strategic and execution-oriented mindset will be most successful in this role.


The University is unable to work sponsor for this role, now or in the future.


MINIMUM QUALIFICATIONS

  • Required: A Graduate Degree in a technical field within life sciences and at least 8+ years experience in academic technology transfer or equivalent, business development or research alliance experience with a life sciences research lab or company; MBA preferred
  • Proven record of accomplishment in key functional areas supporting the commercialization of early-stage technologies including assessment, marketing, licensing, and deal structuring.
  • Demonstrated expertise in negotiating, drafting, and executing high value deals.
  • Network of industry relationships in the life sciences and/or involvement with industry associations and entrepreneurial ecosystem.
  • Capacity for thinking both strategically and tactically with a high drive for execution.
  • Ability to communicate complex scientific concepts clearly and concisely to audiences with and without technical expertise
  • Demonstrated ability to effectively enable strong collaboration and teamwork among a diverse group of internal and external stakeholders
  • Strong written and verbal communication skills.
  • Experience with MS Office/Teams, Salesforce and online database tools.
  • Exceptionally capable of simultaneously managing multiple projects at various stages in execution
  • Given the nature and responsibilities of the position, only U.S. persons (any individual who is a citizen of the United States, a permanent resident alien of the United States, or a protected individual as defined by 8 U.S.C.1324b(a)(3)) will be considered for this position

KEY RESPONSIBILITIES & ACCOUNTABILITIES

1) Technology Evaluation andManagement-Managetechnologyportfolio to optimize commercialization outcomes.Promote increasedimpactof life science research conducted at the university by developing and deepeningrelationships within the research community for purposes of identifying Intellectual Property (IP) andevaluating its patentability and commercial/licensing potential.Identify and fosterspinout opportunitiesin coordination withthe Director - Technology Ventures.Work withLegalTeam to continually evaluate the technology portfolio and provide recommendations to improve the portfolio for greatest commercial return. (30%)


2) Strategic Outreach andEngagement-Developindustryrelationships focused oncreating impact fromNortheastern'spatentportfolioand research capabilities.Nurture and manage relationships within industryfor potential collaboration or licensing deals.Establish professional network with external companies and advisersthrough ongoing participation inconferences and other industry events. Capture industry business challenges to helpguide commercialization efforts, and toinform research conducted at the university.(30%)


3) DealNegotiation-Be an effective ambassador for CRI and Northeastern during deal negotiation.Structure and negotiate business terms forlicenses withindustrypartnersand Northeastern spinouts, workingclosely with CRI legal and finance units. Liaisewith researchers, NU-Res and legal team on efforts tosecureindustry sponsored research.(30%)


4) Strategic Program Development-Develop, execute, and manage commercialization strategies.Influence design and scope ofmarketinginitiatives and programs.In collaboration withthe CRImarketingteam, createprograms to scale up external relationships as well as tangible commercialization outcomes, including events,marketing outreach campaigns,seminars, training programs, etc. Contribute to the continuous improvement of the Center for Research Innovation, including process improvement, software and systems evaluations, best practices benchmarking and monitoring.(10%)

Position Type

Research

Additional Information

Northeastern University considers factors such as candidate work experience, education and skills when extending an offer.

Northeastern has a comprehensive benefits package for benefit eligible employees. This includes medical, vision, dental, paid time off, tuition assistance, wellness & life, retirement- as well as commuting & transportation. Visit https://hr.northeastern.edu/benefits/ for more information.

All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.

Compensation Grade/Pay Type:

113S

Expected Hiring Range:

$113,865.00 - $165,105.00

With the pay range(s) shown above, the starting salary will depend on several factors, which may include your education, experience, location, knowledge and expertise, and skills as well as a pay comparison to similarly-situated employees already in the role. Salary ranges are reviewed regularly and are subject to change.