Investment Risk Manager - Fixed Income Franklin Resources IncInvestment Risk Manager - Fixed IncomeBoston, MA$180,000–$190,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Our Investment Risk team safeguards the quality and performance of the firm's fixed income strategies by providing quantitative insights, independent analysis, and forward-looking risk guidance.
Functional Compliance, Officer - State Street Investment Management State Street CorpFunctional Compliance, Officer - State Street Investment ManagementBoston, MA$65,000–$113,750 / yearDeveloping, testing, and implementing automated rules within the monitoring systems and manual monitoring procedures for non-automated rules; Reading governing documents such as Fund Regulatory governing documents and Investment Management Agreements; identifying and resolving interpretive issues, and reviewing investment restrictions; Extracting compliance restrictions from governing documents for new accounts and amendments, and coding those restrictions into the compliance systems; Completing required new account/amendment documentation, including obtaining all necessary signatures, prior to effective date; Manage and provide support to completion of new account/amendment onboarding process to ensure that appropriate reviews and sign-offs are timely obtained. Tracking new account and amendment onboarding status, providing reporting and updates to management; Developing or enhancing policies and procedures related to compliance processes, with a focus on establishing globally consistent best practices; Lead projects with IT, Data, and system vendors to identify ways to further enhance automation in the compliance system; Lead reviews with internal and external auditors to facilitate controls reviews; Lead in Project work (reviewing regulatory fund docs, compliance system coding/testing, etc.
Quantitative Investment Researcher (Assistant Vice President) State Street CorpQuantitative Investment Researcher (Assistant Vice President)Cambridge, MASpecific responsibilities include: • Supporting the team's new research in areas such as advanced prediction (AI / machine learning / other non-linear techniques with a focus on transparency) and investment strategy (portfolio optimization, dynamic asset allocation, and risk management) • Co-authoring white papers and journal articles in collaboration with colleagues • Translating this academic research into products (publications, indicators, tools, etc.) and customized solutions for our clients • Engaging with clients as a subject matter expert on our related research. In collaboration with senior team members, the Quantitative Investment Researcher will have the opportunity to work with leading academics and apply quantitative financial skills in order to contribute to new research related to advanced prediction techniques and investment strategy.
Tax Center of Excellence, VP I - State Street Investment Management State Street CorpTax Center of Excellence, VP I - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearThe CoE also coordinates reclaim and relief at source operations for the global investment platform, oversees value added tax and financial transaction taxes across multiple international jurisdictions, offers guidance and technical tax support during new product launches, and administers withholding tax procedures for non-US clients. Proactively monitor tax legislative, regulatory, and/or administrative changes and cooperate closely with relevant stakeholders to maintain robust compliance posture amidst a changing regulatory landscape.
Fund Services Tax Manager, VP II - State Street Investment Management State StreetFund Services Tax Manager, VP II - State Street Investment ManagementBoston, MassachusettsThe CoE also coordinates reclaim and relief at source operations for the global investment platform, oversees value added tax and financial transaction taxes across multiple international jurisdictions, offers guidance and technical tax support during new product launches, and administers withholding tax procedures for non-US clients. Proactively monitor tax legislative, regulatory, and/or administrative changes and cooperate closely with relevant stakeholders to maintain robust compliance posture amidst a changing regulatory landscape.
Head of Engineering - Investment Accounting, MD State StreetHead of Engineering - Investment Accounting, MDMassachusettsThe ideal candidate combines strong domain knowledge in enterprise investment accounting (e.g., ABOR/IBOR, event processing, corporate actions, reconciliations, cash management), technical excellence, and strategic leadership to scale teams, processes, and build platforms that enable accuracy, scalability, transparency, and auditability. This role is ideal for a seasoned engineering leader with deep expertise in cloud architecture (especially Azure), distributed computing, investment accounting capabilities, data architecture, and enterprise platform modernization within enterprise capital markets and asset servicing environments.
Head of Investment Accounting Engineering, MD State Street CorpHead of Investment Accounting Engineering, MDBurlington, MA$170,000–$282,500 / yearThe ideal candidate combines strong domain knowledge in enterprise investment accounting (e.g., ABOR/IBOR, event processing, corporate actions, reconciliations, cash management), technical excellence, and strategic leadership to scale teams, processes, and build platforms that enable accuracy, scalability, transparency, and auditability. This role is ideal for a seasoned engineering leader with deep expertise in cloud architecture (especially Azure), distributed computing, investment accounting capabilities, data architecture, and enterprise platform modernization within enterprise capital markets and asset servicing environments.
Senior Software Engineer - Investment Data Systems Arrowstreet Capital LPSenior Software Engineer - Investment Data SystemsBoston, MA$95,000–$165,000 / yearThe determination of a successful candidate's base salary placement within the listed range will vary based on the candidate's relevant experience and qualifications (which may also include relevant certifications, credentials and other education), the job responsibilities and scope, the commensurate resulting level of the position and other relevant factors. The listed range is also an estimate, and additional information regarding base salary and other elements of total compensation offered by Arrowstreet Capital to successful applicants will be communicated during the recruitment process.
Senior Business Analyst, AVP II - State Street Investment Management State Street CorporationSenior Business Analyst, AVP II - State Street Investment ManagementQuincy, MA$90,000–$157,500 / yearState Street Investment Management is looking for a highly skilled Senior Business Analyst who will be responsible for working with clients and development to create solutions to improve the client experience, the product feature set, and the strategic position of the Portfolio Construction Tools. Assist implementation and support to resolve escalated client issues Actively participate in the Agile software development process by adhering to Scrum Methodology including attending all daily standups, sprint planning, backlog grooming, and retrospectives.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentBoston, MACompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Investment Management Paralegal Morgan StanleyInvestment Management ParalegalBoston, Massachusetts$70,000–$105,000 / yearBenefits of hiring a Public Side Paralegal:1.* Comprehensive Support: They provide extensive support to attorneys and working groups involved in fund formation, structuring, and regulatory compliance, ensuring all legal and compliance requirements are met throughout the fund lifecycle.2.* Efficient Coordination: They manage all aspects of fund launches, including tracking documentation, managing timelines, and facilitating communication between internal stakeholders and external counsel.3.* Regulatory Expertise: They handle the preparation and submission of regulatory filings, such as SEC Form D and Blue Sky renewals, ensuring timely and accurate submissions.4.* Document Management: They oversee the creation, review, and maintenance of legal agreements and filings, ensuring all documents are organized and up to date.5.* Analytical and Problem-Solving Skills: They possess strong analytical abilities and proactive problem-solving skills, which are essential for managing multiple complex projects in a fast-paced environment. The Public Side Paralegal plays a pivotal role within the Public side legal team, providing comprehensive support to attorneys and working groups involved in fund formation, structuring, and ongoing regulatory compliance as well as transactional support to coverage attorneys.
CSI Investment Assistant II - Chestnut Hill, MA Citizens Financial Group IncCSI Investment Assistant II - Chestnut Hill, MAMA$25–$26.50 / hourYou will occasionally be responsible for selected marketing activities including contacting the assigned Wealth Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate.
Management Consultant - Asset & Investment Management Cutter Associates, LLCManagement Consultant - Asset & Investment ManagementBoston, MARemoteFor nearly 30 years, and with a global presence, we?ve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions. Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm.
Sr. Manager, Consulting - Asset Management & Investment Cutter Associates, LLCSr. Manager, Consulting - Asset Management & InvestmentBoston, MARemoteEstablished credibility, entrepreneurial spirit - Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of an agile, fast-moving firm. For nearly 30 years, and with a global presence, we've combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions.
Vice President, Primary Investments HarbourVest Partners LLC.Vice President, Primary InvestmentsBoston, MA$200,000–$210,000 / yearThe main duties involve sourcing and evaluating Private Equity, Growth Equity and Venture Capital fund investments, portfolio management, and representing HarbourVest externally with both General Partners and Limited Partners. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
Investment Banking Vice President - Healthcare IT Piper Sandler CompaniesInvestment Banking Vice President - Healthcare ITBoston, MAOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. A successful candidate will possess the following characteristics: 5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience.
Implementation Project Manager - Investment and Asset Management Platforms Cutter Associates, LLCImplementation Project Manager - Investment and Asset Management PlatformsBoston, MARemoteRole Overview: We are hiring an Implementation Project Manager to lead end-to-end implementations of investment management and asset servicing platforms for asset managers, wealth managers, asset owners, and financial institutions. Proven experience leading implementations of investment management platforms such as SimCorp Dimension, Charles River IMS, BlackRock Aladdin, Eagle, Clearwater, SS&C Geneva, Alpha, Bloomberg AIM, or similar solutions.
Manager, Consulting - Asset & Investment Management Cutter Associates, LLCManager, Consulting - Asset & Investment ManagementBoston, MARemoteEstablished credibility, entrepreneurial spirit - Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm. Business Development Helps identify opportunities and communicates Cutter's proposition Supports BD teams in proposal development Builds trusted client relationships to support long-term account growth.
Tax Credit Mandate Associate - Liberty Mutual Investments Liberty Mutual Holding Company IncTax Credit Mandate Associate - Liberty Mutual InvestmentsBoston, MA4 - 7 years' experience in tax equity, renewable energy project finance, LIHTC investing, or a closely adjacent field (e.g., energy-focused investment banking, tax credit advisory, or project finance lending) -with direct, hands-on involvement in structuring and closing transactions, not solely analytical support. Working knowledge of ITC and/or PTC mechanics required, including partnership flip structures, placed-in-service timelines, and recapture risk under IRC §50; familiarity with transferable tax credit transactions under IRA §6418 (transfer agreements, tax credit insurance, cost certification) strongly preferred.
Investment Consultant Lynnfield, MA The Charles Schwab CorpInvestment Consultant Lynnfield, MALynnfield, MAYoull learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.