Vice President -Investment Banking - M&A Alantra Solar Energy AdvisorsVice President -Investment Banking - M&ABoston, MassachusettsAlantra’s portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 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. ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia.
Vice President, Private Assets Advisor Oversight and Commercial Negotiations FidelityVice President, Private Assets Advisor Oversight and Commercial NegotiationsBoston, 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. Lead Private Assets Advisor Oversight : Evolve the current Private Markets operational due diligence program to effectively identify, mitigate and report risks related to third-party manager engagements across asset classes and product structures.
Investment Analyst Wellington Management Company LLPInvestment AnalystBoston, MAAdditional responsibilities include creation and maintenance of marketing materials, review and updating of RFPs, responses to client and prospect questions, monthly and quarterly performance commentary, tracking allocations, assisting with internal updates to PMs, exposure analysis, and general flow data and analysis. HF Investor Relations acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
Controller | Private Investment Office | $220k Base | Greater Boston Daley and AssociatesController | Private Investment Office | $220k Base | Greater BostonBoston, MA$210,000–$220,000 / yearThis is a highly visible leadership opportunity for an experienced CPA who enjoys working in a dynamic, entrepreneurial environment with exposure to private investments, trusts, corporate entities, and charitable organizations. A well-established private investment office is seeking an experienced Controller to oversee accounting, financial planning, budgeting, and treasury activities across a sophisticated investment and operating structure.
NewInternal Wholesaler / Investment Consultant Natixis Investment ManagersInternal Wholesaler / Investment ConsultantBoston, MassachusettsThe Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. Actual annual compensation targets may vary based on factors including but not limited to education, training, experience, commissions earned, and other job-related factors.
Investment Banking Associate | Healthcare Selby Jennings LtdInvestment Banking Associate | HealthcareBoston, MAOur client is a highly specialized boutique investment bank focused exclusively on Healthcare Services, advising founder‑owned businesses, private equity-backed platforms, and strategic healthcare organizations across the U.S. The firm is known for its deep sector expertise, strong deal execution capabilities, and high-touch advisory model. The ideal candidate brings 2+ years of investment banking experience (Analyst or Associate level) from a reputable, M&A-heavy platform and has a strong interest in working within a highly specialized, fast-growing sector.
Audit Supervisor | Alternative Investment Group CBIZ IncAudit Supervisor | Alternative Investment GroupBoston, MASupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth.
Audit Manager | Alternative Investment Group CBIZ IncAudit Manager | Alternative Investment GroupBoston, MASupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth.
Investment Banking Associate | Technology (Digital Infrastructure) Houlihan LokeyInvestment Banking Associate | Technology (Digital Infrastructure)Boston, MassachusettsA trusted advisor, the group combines extensive market capabilities with in-depth industry knowledge to help clients maximize shareholder value across a variety of verticals, including Broadband, Data Centers, Towers & Wireless Infrastructure, Digital Infrastructure Services, Communication Software and Satellite. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerBoston, MAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Vice President -Investment Banking - M&A Alantra Partners SAVice President -Investment Banking - M&ABoston, MAAlantra's portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 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. ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia.
Software Engineer Manager, Tax Analysis & Debt Investments (TARDI) Deloitte Touche Tohmatsu LtdSoftware Engineer Manager, Tax Analysis & Debt Investments (TARDI)Boston, MA$142,425–$237,375 / yearAs a Manager on the National Federal Tax Services - TARDI team, you will be responsible for: Partnering with business stakeholders and engineering teams to translate tax, financial, and operational requirements into user stories, acceptance criteria, functional specifications, and delivery plans. Within NFTS, the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice helps clients address complex tax planning, reporting, and compliance considerations associated with corporate and government debt, mortgage-backed securities, and asset-backed securities.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerBoston, MA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax 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 Banking Vice President Financial Advisory Selby Jennings LtdInvestment Banking Vice President Financial AdvisoryBoston, MAThis role is ideal for professionals with experience advising underperforming, distressed, and special situation companies across a variety of strategic and financial initiatives, including restructuring, turnaround management, performance improvement, interim management, and transaction-related advisory services. The Vice President will play a key role in both client engagement execution and business development efforts, working directly with senior leadership and clients to deliver solutions to complex operational and financial challenges.
Senior Investment Analyst (CFA required) Great GraySenior Investment Analyst (CFA required)Boston, Massachusetts$100,000–$130,000 / yearThis individual will support the full breadth of the team’s responsibilities—spanning portfolio management, manager research, content development, and internal and external client support—with particular emphasis on advanced Excel skills and working knowledge of private markets. Lead the preparation and maintenance of complex, multi-tab Excel models supporting portfolio construction, quarterly rebalancing, de-risking processes, and target allocation analysis; advanced Excel proficiency is essential for this role.
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.
District Advisor First Command Financial Services, Inc.District AdvisorBurlington, MAThe District Advisor (DA) role is built for experienced financial services leaders who want to move beyond managing and start building-with the ability to scale a business, develop leaders, and unlock uncapped growth potential. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
Investment Banking Associate | Technology (Digital Infrastructure) Houlihan Lokey Europe GmbHInvestment Banking Associate | Technology (Digital Infrastructure)Boston, MAA trusted advisor, the group combines extensive market capabilities with in-depth industry knowledge to help clients maximize shareholder value across a variety of verticals, including Broadband, Data Centers, Towers & Wireless Infrastructure, Digital Infrastructure Services, Communication Software and Satellite. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Virtual Financial Advisor - Nashua, NH Thrivent Financial for LutheransVirtual Financial Advisor - Nashua, NHNashua, NHRemote$25.96–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.