Assistant Controller, Investment Accounting Barings LLCAssistant Controller, Investment AccountingBoston, MA$115,000–$135,000 / yearWe recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe and Asia Pacific.
Sr. Business Analyst (Fund/Investment Operations) | Boston, MA or New York, NY SGA Inc.Sr. Business Analyst (Fund/Investment Operations) | Boston, MA or New York, NYBoston, MA$70–$80 / hourKeep the documentation consistent in structure, template and terminology across the six workstreams: cash management, fund administration, monthly and quarterly reporting, compliance and waterfall, rating agency, and loan servicing and reconciliation. Process mapping and documentation Work with workstream owners to map new and changed process flows end to end, including the split of activity between LMI and the fund administrator.
Real Estate Investment Group - Financial Analyst Morgan StanleyReal Estate Investment Group - Financial AnalystBoston, MassachusettsOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The successful candidate will be a key member of REIG’s Finance team and perform a variety of financial functions, including property level financings, the procurement and management of the property level insurance program, financial analysis, financial reporting, valuation, and ad-hoc reports.
Investment Analyst, Fixed Income ManulifeInvestment Analyst, Fixed IncomeBoston, MA$78,000–$140,500 / yearManulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. Complete research, including conducting credit analysis and/or analysis of classes of securities, market trends, yield and duration relationships, and pricing trends between different fixed-income sectors.
Portfolio Oversight Analyst - Investment Compliance Artisan PartnersPortfolio Oversight Analyst - Investment ComplianceBoston, MA$100,000–$150,000 / yearDay-to-day, the Analyst will help code client investment guidelines into the firm's order management systems, partner with the trading desks on investment compliance and portfolio administration matters, and apply judgment and business expertise to recommend and implement solutions. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment guidelines, and global regulatory limits, which is central to the firm's operational risk framework.
Senior Analyst, Investment Compliance Wellington Management Company, LLPSenior Analyst, Investment ComplianceBoston, MAExamples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.
2027 Investment Banking Analyst - Boston Technology Piper Sandler2027 Investment Banking Analyst - Boston TechnologyBoston, MassachusettsOur analysts work closely with senior bankers to make a real impact on our clients’ businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts and strategic advisory work. Our 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.
Insurance Investment Operations Senior Analyst KKR & Co IncInsurance Investment Operations Senior AnalystBoston, MA$70,000–$100,000 / yearResponsible for asset set up of new securities and structured transactions - coordinate with Portfolio Management team to (ii) understand new structures and (ii) build-out infrastructure to support new structures in KKR's Investment Management Platform (Edge, Geneva and LMS). KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities.
Private Markets Business Analyst - Alternative Investments FidelityPrivate Markets Business Analyst - Alternative InvestmentsBoston, MassachusettsRemotePlease 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. As a Business Analyst supporting the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Private Markets structures and requirements.
2027 BNY Analyst Program - BNY Investments The Bank of New York Mellon Corp2027 BNY Analyst Program - BNY InvestmentsBoston, MAWe believe the right results begin by being relevant to every client, whether that is providing local access and execution in a way that best suits their needs, offering diversified investment solutions and strategies built on expertise, driven by insights and powered by innovative technology platforms or providing high-quality advice for better informed decisions. Our clients include asset managers, banks, broker-dealers, central banks, companies, family offices, financial intermediaries, governments, insurance companies, investment advisers, non-profit organizations, pension funds and sovereign institutions.
M&A - Investment Banking - Analyst Alantra Solar Energy AdvisorsM&A - Investment Banking - AnalystBoston, MassachusettsAlantra’s portfolio advisory team is the leading portfolio advisory unit in Europe, with over 150 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. With over 500 professionals, the firm is publicly listed since 2015 with a €600Mn market capitalization as of February 2020.Its Investment Banking division employs over 250 professionals, providing independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions.
Sr. Manager, Investment & Operations Technology MFS Investment Management, IncSr. Manager, Investment & Operations TechnologyBoston, MA$145,000–$218,500 / yearManager combines deep subject-matter expertise of derivatives with strong leadership and project execution skills to ensure delivery excellence across systems and platforms used by portfolio managers, investment analysts, traders, and compliance professionals. Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps.
Insurance Investment Operations Senior Analyst KKR & Co. Inc.Insurance Investment Operations Senior AnalystBoston, MA$70,000–$100,000 / yearResponsible for asset set up of new securities and structured transactions - coordinate with Portfolio Management team to (ii) understand new structures and (ii) build-out infrastructure to support new structures in KKR's Investment Management Platform (Edge, Geneva and LMS). KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities.
NewInvestment Operations Analyst Daley and AssociatesInvestment Operations AnalystBoston, MA$19–$20 / hourResearch and report variances and incorrect holdings within accounts, and maintain correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps are reported correctly. This is an entry-level position, providing an excellent opportunity to gain hands-on back- and middle-office experience with a top-tier Investment Management firm.
Associate I Corporate Finance (Investment Banking) Citizens Financial Group IncAssociate I Corporate Finance (Investment Banking)Boston, MA$170,000–$175,000 / yearWorking with Managing Directors, Vice Presidents, Associates within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop new business ideas, pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives. You will thrive in this role through your ability to work on multiple projects and transactions concurrently, and you will work directly with senior professionals supporting acquisitions, leveraged buyouts, dividend recapitalizations, restructurings, refinancings, and equity raises.
NewTax Senior, Tax Analysis & Debt Investments DeloitteTax Senior, Tax Analysis & Debt InvestmentsBoston, MACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.
Investment Specialists Analyst Man GroupInvestment Specialists AnalystBoston, Massachusetts$70,000–$90,000 / yearThe role requires working closely with Systematic’s investment and Client Portfolio Management team (‘CPM’), Client Relations, Senior Sales personnel, and other subject matter experts across Man Group’s global offices. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives.
Tech M&A Investment Banking Full-Time Analyst, Boston Aeris PartnersTech M&A Investment Banking Full-Time Analyst, BostonBoston, MAFull timeAnalysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior bankers on live deal teams to deliver superior outcomes for clients. Throughout the 4-week program, training specific to the M&A process and tailored to the technology industry is interwoven with live project work to provide a meaningful, hands-on training experience that develops skills applicable far beyond the tech M&A field.
M&A - Investment Banking - Analyst Alantra Partners SAM&A - Investment Banking - AnalystBoston, MAAlantra's portfolio advisory team is the leading portfolio advisory unit in Europe, with over 150 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. Its Investment Banking division employs over 500 highly talented and experienced professionals spread across 24 offices in 20 countries, providing independent advice on M&A, capital raising, financial restructuring, credit portfolio, and capital markets transactions.
Analyst, Junior Quantitative Investment Engineer HarbourVest Partners LLC.Analyst, Junior Quantitative Investment EngineerBoston, MA$95,000–$105,000 / yearYou will work closely with engineers, researchers, QA, investment professionals, vendors, and IT teams to advance complete end-to end-solutions within our cloud-based data analytics platform, a strategic asset that drives data-driven research to enhance investment decision-making within private markets. As a member of the team, you will play a key role in developing applications, and expanding our dataset by collecting clarifying, and translating business requirements into development specifications, conceptual designs, and working prototypes.