Audit Senior Manager | Alternative Investments CBIZ IncAudit Senior Manager | Alternative InvestmentsBoston, MAAbility to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company audits. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is 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 industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.
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 industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.
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.
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.
NewInternal Wholesaler / Investment Consultant Natixis Investment ManagersInternal Wholesaler / Investment ConsultantBoston, Massachusetts$85,000–$115,000 / yearThe 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.
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.
2027 US Summer Internship - Investment Management Sales Desk (Boston, MA) Manulife Financial Corp2027 US Summer Internship - Investment Management Sales Desk (Boston, MA)Boston, MA$39,000–$44,850 / yearOur Investment Management Sales Desk Internship Program is your launchpad to success, offering the support, structure, and exciting opportunities you need to thrive and make your mark. As part of our internship program, you will gain early access to Manulife John Hancock's premier early talent program, GRO, tailored to graduating students!
Senior Director, Investment Administration & Reporting | Real Estate Solutions FTI Consulting IncSenior Director, Investment Administration & Reporting | Real Estate SolutionsBoston, MA8+ years of experience in GAAP accounting for mortgage loans, debt/equity securities and derivative instruments, preferably with public accounting experience; alternatively, the candidate can have a mix of public accounting (real estate finance focus) and industry experience at a public or private MREIT or real estate finance company. We provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services.
CSI Investment Assistant II - Chestnut Hill, MA, Westwood MA or Johnston, RI Citizens Financial Group IncCSI Investment Assistant II - Chestnut Hill, MA, Westwood MA or Johnston, RIMA$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.
Virtual Financial Advisor - Boston, MA Thrivent Financial for LutheransVirtual Financial Advisor - Boston, MABoston, MARemote$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.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMARemote$24.03–$26.44 / 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.
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.
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.
State Steet Investment Management - Transition Management Oversight, Assistant Vice President State StreetState Steet Investment Management - Transition Management Oversight, Assistant Vice PresidentBoston, MassachusettsAs Transition Management Oversight AVP , you will: Provide governance and oversight for all services supporting the transition management investment function provided by our strategic partner, establishing clear processes, controls, and review frameworks that ensure compliance with internal policies and regulatory requirements. Investment operations expertise – Strong understanding of the end-to-end investment lifecycle and middle-office processes (trading, settlements, corporate actions, etc.) across multiple asset classes, including an appreciation for the risks and service requirements of portfolio transitions.
Business Architect, VP III - State Street Investment Management State Street CorpBusiness Architect, VP III - State Street Investment ManagementBoston, MA$120,000–$217,500 / yearYou will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps. As a Business Architect, VP at State Street Investment Management ("State Street IM", formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.
Investment Services Product & Operations Legal, Managing Director State StreetInvestment Services Product & Operations Legal, Managing DirectorBoston, MassachusettsInvestment Services is a core strategic business within State Street, delivering custody, fund administration, accounting, transfer agency, middle-office, and related asset servicing solutions to many of the world's largest asset managers, asset owners, alternatives firms, insurance companies, and institutional investors globally. Deep understanding of institutional asset servicing products, services, operating models, and delivery frameworks, including custody, accounting, trustee services, fund administration, transfer agency, ETF servicing, middle-office services, collateral services, securities lending, and related solutions.
Americas Strategy and Insights Analyst, VP - State Street Investment Management State StreetAmericas Strategy and Insights Analyst, VP - State Street Investment ManagementBoston, MassachusettsThe VP, Americas Strategy and Insights Analyst is responsible for continuously monitoring what is happening across the North American asset management industry and within our own business—and translating that into real-time, decision-ready insight for leadership. This role helps ensure that leadership has a clear, current view of market direction, competitive positioning, emerging opportunities and risks—and a direct understanding of what those developments mean for the firm.
Business Architect - Investment Management, VP II - Ssim State Street CorporationBusiness Architect - Investment Management, VP II - SsimBoston, MA$120,000–$202,500 / yearYou will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps. As a Business Architect, VP at State Street Investment Management ("State Street IM", formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.
Americas Strategy And Insights Analyst, VP - State Street Investment Management State Street CorporationAmericas Strategy And Insights Analyst, VP - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearThe VP, Americas Strategy and Insights Analyst is responsible for continuously monitoring what is happening across the North American asset management industry and within our own business-and translating that into real-time, decision-ready insight for leadership. Key Responsibilities: Develop and maintain a forward-looking view of the North American asset management landscape, including flows, product innovation, competitive positioning, client and advisor behavior, and emerging market trends.