3 financial analyst jobs found

Senior Client Portfolio Manager - Investments (Boston - Hybrid) Summary: Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities and liquid alternatives also used as appropriate. Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and macro research. Responsibilities: Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement strategy, and review performance. Manages full client load with high client satisfaction and retention over multiple years. In accordance with the CT Asset Allocation Committee guidance, helps set customized asset allocation across equities, fixed income, and other asset classes according to policy targets and risk/return objectives for an...

Community Development Lending Hiring Range: $96,802 - $159,032   The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Responsibilities include, but are not limited to the following:  Portfolio Management, including Financial Reporting and Covenant Tracking  Obtaining annual financial information for files from clients  Analyzing financials on existing relationships and preparing update memos  Report regularly on status Team Leader New Loan Requests and Loan Renewals  Analyze new loan requests (cash flow assessment, collateral valuation, spread analysis, guarantor assessment, etc)  Research, compile, and provide market analysis relative to a credit Assist in preparing/underwriting pre-deals and credit...

Hiring Range: $136,599 - $224,413   The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Responsibilities include, but are not limited to the following: Business Development  Lead business development efforts identifying appropriate prospects and make personal calls on current and prospective customers under the direction of a Team Leader.  Take a leadership role representing Eastern Bank in business and community activities.  Actively identify opportunities to cross-sell other bank products and services to customers and prospects including Treasury Services, commercial insurance and deposit products.  Credit Underwriting   Review existing credit facilities and new credit applications, analyze...