32 research portfolio manager jobs found

Job Summary: The Research Portfolio Manager (RPM) is responsible for managing a portfolio of sponsored and non-sponsored funds for a group of Principal Investigators (PIs) at the Harvard John A. Paulson School of Engineering and Applied Sciences (SEAS). The position reports to an Associate Director for Research Administration and Finance. The RPM is a member of a faculty support team that provides the best possible customer service to the PI and lab members in support of their research activities. They use independent judgment and problem-solving skills to ensure compliance with sponsor and donor regulations, School and University policies, and Area procedures. This is a high-volume, fast-paced, and dynamic environment. Job-Specific Responsibilities: This position will primarily focus on post-award grant management, but as needs change organizationally, the focus may also change. Post-award duties include monthly budget and expenditure reconciliation, financial...

Job Summary: The Harvard Graduate School of Education (HGSE) Office for Research Administration (HGSE ORA) provides comprehensive, faculty-centered research administration support across the full lifecycle of sponsored and research-related activity at HGSE. Reporting to the Director of Research Management, the Research Portfolio Manager manages a portfolio of assigned HGSE Principal Investigators (PIs) and areas, departments, and centers. The Research Portfolio Manager provides comprehensive support across the full lifecycle of sponsored awards and other research funding — including contracts, consulting and related services agreements, gifts, internal awards, and other non-grant research support — from proposal development and submission through post-award management and closeout, helping to ensure compliance with sponsor, donor, and Harvard policies while supporting HGSE's research mission. This is a one-year term position with the possibility of extension, contingent upon...

Job Summary: This position is primarily responsible for post-award management for a portfolio of faculty sponsored and non-sponsored research funding. The portfolio is of medium complexity. Working under the guidance of senior team members, this position is also responsible for ensuring compliance with key sponsor and university regulations, including those of federal sponsors. Profile: Experienced professional, independently performs day-to-day tasks and continues to develop knowledge and skills Knowledge: Utilizes professional knowledge and experience to apply concepts, principles and technical capabilities in performing varied tasks within established guidelines Complexity : Performs moderately complex projects of small to medium scope within defined parameters. Applies judgment in analyzing issues and resolving problems using established policies and procedures. Autonomy : Works independently on routine and moderately complex matters within established guidelines....

Job Summary: The Harvard Graduate School of Education (HGSE) Office for Research Administration (HGSE ORA) provides comprehensive, faculty-centered research administration support across the full lifecycle of sponsored and research-related activity at HGSE. Reporting to the Director of Research Management, the Senior Research Portfolio Manager manages a portfolio of assigned HGSE Principal Investigators (PIs) and areas, departments, and centers. The Senior Research Portfolio Manager provides comprehensive support across the full lifecycle of sponsored awards and other research funding — including contracts, consulting and related services agreements, gifts, internal awards, and other non-grant research support — from proposal development and submission through post-award management and closeout, helping to ensure compliance with sponsor, donor, and Harvard policies while supporting HGSE's research mission. As a Senior Research Portfolio Manager, this position works...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our Strategic Portfolio Management (SPM) Data & Insights team, you will collect, analyze, and interpret financial, operational, portfolio, and delivery information to support enterprise planning and prioritization. You will help develop decision-ready insights by integrating strategy, work, capacity, and financial data, enabling leadership to make informed investment, prioritization, and resource allocation decisions across the enterprise.    THE IMPACT YOU WILL MAKE   The Senior Associate – Strategic Portfolio Management role will offer you the flexibility to make each day your own, while working alongside...

About the Role: Grade Level (for internal use): 11 About the Role The Financial Institutions Ratings team at S&P Global Ratings delivers independent credit opinions on banks and securities firms, providing market participants with the transparency they need to make decisions with confidence. The team produces rigorous, criteria-based fundamental research in a fast-paced environment that values analytical integrity, intellectual curiosity, and collaboration. You will join a group where your analytical work carries real market significance and where you can develop deep sector expertise alongside experienced colleagues. What You'll Do Impact As a Senior Analyst covering financial institutions, you will own the credit ratings process for an assigned portfolio of bank and securities firm credits, producing independent, well-supported credit opinions that inform investors, issuers, and the broader market. Your work will contribute directly to the quality and...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Summary: Responsible for comprehensive financial administration, budgeting and operations. Provide management with analysis and reporting. Advise on financial planning. Job-Specific Responsibilities: The Assistant Finance Director serves as the primary financial advisor for a large complex academic department or center or group of units within the Faculty of Arts and Sciences. Reporting to the Divisional Finance Manager aligned to the academic division, with a dotted line to the academic leader(s) for the unit(s), this role partners closely with faculty, program leaders, and senior administrators to provide strategic financial leadership that advances academic and operational priorities.   The Assistant Finance Director is responsible for the comprehensive financial management of a highly complex portfolio, overseeing significant operating budgets and multiple funding sources, including sponsored and non-sponsored funds, endowments, gifts, unrestricted resources, and...

Job Summary: Responsible for comprehensive financial administration, budgeting and operations. Provide management with analysis and reporting. Advise on financial planning. Job-Specific Responsibilities: The Assistant Finance Director serves as the primary financial advisor for a medium-sized, semi-complex academic department or center or group of units within the Faculty of Arts and Sciences. Reporting to the Divisional Finance Manager aligned to the academic division, with a dotted line to the academic leader(s) for the unit(s), this role partners closely with faculty, program leaders, and senior administrators to provide strategic financial leadership that advances academic and operational priorities.   The Assistant Finance Director is responsible for the comprehensive financial management of a complex portfolio, overseeing significant operating budgets and multiple funding sources, including sponsored and non-sponsored funds, endowments, gifts, unrestricted resources,...

Job Summary: The Senior Research Administration Manager is a member of Project Zero’s Finance Team and manages and supports the sponsored research portfolios of Project Zero (PZ) principal investigators (PIs), including the administration of grants and contracts. The role provides comprehensive pre- and post-award support across a variety of funding sources, including sponsored awards, gifts, core funds, and research accounts. This position oversees the full range of administrative and financial activities associated with grants and contracts management, including developing financial deliverable schedules; preparing timely and accurate financial reports and invoices; reconciling accounts; and coordinating account closeout. In collaboration with the Director of Finance & Administration, the Senior Research Administration Manager helps ensure the effective operation of PZ’s financial and research administration functions. The role may also represent the Director in their...

Job Summary: Manage accounting activities, and provides specialized analysis and financial reporting. Job-Specific Responsibilities: The Manager of Non-Sponsored Funds leads financial operations and planning for the Faculty of Arts and Sciences (FAS) non-sponsored funds portfolio.  As a critical role within FAS Finance function, the Manager of Non-Sponsored Funds will help ensure that the FAS’s non-sponsored funding sources – including endowments, current use gifts, construction gifts, loan funds, and unrestricted designated funds – are properly managed, utilized, and aligned with FAS priorities. This role serves as a primary point of contact for non-sponsored funds and will work collaboratively with both FAS departments and centers and University organization such as the Office of Gift Administration and the Office of the Controller. With a strong foundation in fund accounting and University policies and procedures, this role will also ensure that all funds are managed...

The Washington Trust Company is seeking an individual with strong accounting analytical and organizational skills to support our Business Banking team located in Warwick, Rhode Island. This position will be required to research, gather information, analyze, and present credit write-ups to support credit decision making, and underwriting for business banking commercial loans. This position will have exposure to various aspects of the commercial lending function and interact with customers and internal staff.    This position supports a hybrid on-site/remote work schedule.   Primary Responsibilities: Develop and analyze various credit information pertaining to small business lending transactions; analyze historical and current financials, develop proformas, prepare annual status reviews, property inspections, special projects in support of the team as requested.   This includes evaluating credit risk, industry/market research, collateral, and ability to service...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

About the Role: Grade Level (for internal use): 12 The Team Credit Ratings is part of S&P Global's Global Ratings Services, bringing together more than 1,400 analysts across leading financial centers worldwide. The Infrastructure and Project Finance practice provides credit analysis on essential, long-lived assets and ring-fenced project financings — assessing contractual frameworks, demand and operating risks, sponsor strength, financial flexibility, and resilience under stress. The team's work supports capital formation for critical infrastructure and helps the market understand fast-evolving subsectors such as data centers and digital infrastructure. The North American Regulated Utilities team covers a portfolio of investor-owned utility companies, including leading U.S. and Canadian electric utilities such as NextEra Energy, Duke Energy, and Southern Company. Responsibilities and Impact Impact This role offers a meaningful opportunity to contribute to...

The Research Portfolio Administrator (Financial Associate II) is responsible for the financial and administrative management of a mid-sized portfolio consisting of one or several departmental research labs, and possibly one or more departmental service centers. Job-Specific Responsibilities: Monitors and analyzes revenue and expenditures on federal and non-federal research grants, restricted accounts, gifts and other discretionary resources. Responsible for compliance and audit issues, budget submission, reporting, projections and accurate financial analysis. Monitors grants and contracts for Principal Investigator (PI) on a daily basis to ensure expenses are paid-according to contract and government regulations within budget limits and timelines. Processes corrective journals to general ledger, oversees invoice payments; purchasing and corporate-card transactions; vendor set-up; and gift account requests. Responsible for internal and external billings, including accounts...

Harvard Business School (HBS) is seeking multiple Predoctoral Research Associates starting in summer 2027 to support faculty research in the Finance unit. Associates will typically work with two faculty members, with some working with up to three. Participating faculty include Professors Sam Antill, Shawn Cole, Mark Egan, Paul Gompers,  Robin Greenwood, Sebastian Hillenbrand ,  Elisabeth Kempf, Max Miller, Ishita Sen, Erik Stafford, Adi Sunderam and Philippe van der Beck . Research associates and faculty members will be matched based on mutual research interests. Professors Adi Sunderam and Mark Egan will serve as faculty mentors for the cohort. Research projects may include, but are not limited to, financial markets, asset pricing, empirical corporate finance, banking and financial institutions, household and corporate finance, financial technology, macro-finance, and the application of financial concepts, data, and frameworks to questions in business and economics. The...

The Department of Microbiology at Harvard Medical School seeks a dynamic, flexible, and service-oriented Senior Research Portfolio Administrator. This cross-functional role will be responsible for a variety of administrative and financial duties. In particular, they will play a significant role in supporting and filling in for the finance team to respond nimbly to changing team workloads, priorities and needs. The ideal candidate will have experience in all aspects of pre- and post-award grants management and possess the analytical, technical, and interpersonal skills necessary to thrive in a fast-paced environment, manage competing priorities, and support a diverse research portfolio.  Reporting to the Associate Director of Finance, this position is responsible for managing a portfolio of sponsored and non-sponsored research projects while serving as a trusted resource to faculty, trainees, and staff.  Job-Specific Responsibilities: The Senior Research Portfolio...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

About the Role: Grade Level (for internal use): 11 The Team The Housing team within S&P Global Ratings’ Public Finance practice covers approximately 600 ratings across housing finance agencies, public housing authorities, and community development financial institutions across the United States. The team analyzes capital fund financings and federally-enhanced housing issues, combining rigorous credit analysis with strong collaboration to deliver clear and trusted credit opinions on the affordable housing sector.   Responsibilities and Impact Team Contribution & Capability Building Coach junior team members on credit analysis, data discipline, and analytical tooling, building team consistency through shared standards and the responsible adoption of AI tools.   Core Analytical & Delivery Lead end-to-end credit analysis for assigned credits, ensuring high-quality and timely delivery across the housing finance portfolio. Manage surveillance and...

The Director of Financial Management and Planning oversees the financial administration of the Ash Center and all its affiliated programs and initiatives, whose activities are supported by a large portfolio of current use gift funds, federal and non-federal sponsored awards, and endowment funds. Candidates must demonstrate high-level experience in financial strategy and administration, exceptional judgment, and willingness to approach problems with creativity and collegiality. The Ash Center is a global community committed to rigor, curiosity, and integrity that believes diverse perspectives and lived experiences are essential to understanding real-world problems. We actively seek candidates who share our commitment and values. Reporting to the Ash Center Executive Director, the Director of Financial Management and Planning is a key member of the Ash Center leadership team. They work closely with the Center Faculty Director as well as key faculty and senior program staff to ensure...

The Director of Finance (DOF) is a key member of the departmental leadership team, responsible for all department finances (school, sponsored, gift, and other funds) and financial operations (accounting, procurement, accounts payable, and award compliance). Reporting to the Executive Director (ED), the DOF partners with colleagues across functions to manage financial risk, close operational gaps, and improve financial processes – while playing a central role in departmental strategic planning. Job-Specific Responsibilities: Sponsored Research Administration/Compliance Review and approve all sponsored proposals: ensure budget accuracy and compliance with local, school, University, and sponsor policies; flag concerns or planning/capacity needs pre-submission, advise team and faculty on best practice. Oversee all post-award reporting and compliance with award terms; ensure faculty receive timely financial updates, analysis, and projections; closely monitor the department’s...