NewClient Services Analyst – Fund Accounting Vaco LLCClient Services Analyst – Fund AccountingBoston, MA$29–$29.68Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Guest/Office Services Specialist Reed Smith USGuest/Office Services SpecialistBoston, Massachusetts$26.44–$29.57Full timeThis position serves as the first point of contact for clients, visitors, and personnel, ensuring a welcoming and professional environment, while also managing document production, mail services, and general office support. The Guest/Office Services Specialist is a client-facing role responsible for delivering exceptional front-of-house service while supporting core office services operations.
Associate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesBoston, MA$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewVice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesBoston, MA$160,000–$215,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Transaction Services Senior Associate (M&A) JobotTransaction Services Senior Associate (M&A)Boston, MA$100,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewVice President of Transaction Services JobotVice President of Transaction ServicesBoston, MA$130,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Transaction Services team supports private equity firms, founder-led businesses, and investors across all phases of the deal process.
NewBuilding Automation Service Technician JobotBuilding Automation Service TechnicianBoston, MA$35–$55 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role supports commercial and institutional clients by ensuring their building automation systems (BAS) and connected HVAC equipment operate reliably and efficiently.
NewEntry Level Financial Services Vaco LLCEntry Level Financial ServicesBoston, MA$24–$24Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewMedicare Sales and Customer Services Manager Brooksby Village by Erickson Senior LivingMedicare Sales and Customer Services ManagerPeabody, MA$40,000–$50,000 / yearSee Erickson Senior Living Privacy Policy at https://www.ericksonseniorliving.com/privacy-policy and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. Brooksby Village helps people live better lives by fulfilling our promises of a vibrant lifestyle, financial stability, and focused health and well-being services for those who live and work with us.
NewPersonal Lines Client Success Manager Vaco LLCPersonal Lines Client Success ManagerNorth Andover, MA$60,000–$70,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Tax Manager - Partnerships JobotTax Manager - PartnershipsBoston, MA$130,000–$160,000 / yearOur range of expertise provides services to a wide array of clients from town, local, and state governments to healthcare, not-for-profit, higher education, commercial, financial services, high tech, and more. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Territory Sales Manager JobotTerritory Sales ManagerBoston, MA$100,000–$125,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We offer a competitive incentive-based compensation structure, cross-cultural collaboration, and ongoing training and development opportunities designed to support long-term career growth.
NewDirector, Fund/Client Accounting Manager BNYDirector, Fund/Client Accounting ManagerBoston, MA$130,000–$250,000Direct a Fund Accounting area consisting of multiple teams responsible for accounting services including determining net asset values, calculating fund performance, allocating expenses, and preparing reports. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
NewCustomer Service Representative Vaco LLCCustomer Service RepresentativeBoston, MA$20–$21Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewVice President, Fund/Client Accounting Manager BNYVice President, Fund/Client Accounting ManagerBoston, MA$69,000–$185,000Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
NewCommercial Service Manager OrkinCommercial Service ManagerWinchester, MA$70,000–$80,000Work alongside a team that values safety, professionalism, empathy, integrity and innovation in pursuit of our mission to deliver the peace of mind only an Orkin Pro can provide. You’ll put your proven leadership skills to work in developing and motivating your team to deliver top-notch service to every customer.
NewBilingual Multi-Location Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish)Wilmington, MA$21–$21The individual selected for this role will be expected to work at stores located at:# 5176188 Main Street, Wilmington, MA 01887-2099 and #5384 at 349 Main Street, Reading, MA 01867This position is eligible for health benefits, such as medical, dental and vision coverage, Flexible Spending Accounts (FSAs), disability coverage, security, retirement and saving benefits. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewMulti-Location Bilingual Portuguese Customer Service Specialist Sherwin-WilliamsMulti-Location Bilingual Portuguese Customer Service SpecialistNashua, NHThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Nashua, NH$19–$19The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewCustomer Service Specialist Sherwin-WilliamsCustomer Service SpecialistLondonderry, NHThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewAppliance Service Technician CSC ServiceworksAppliance Service TechnicianLowell, MA$21.87–$26.25With nearly 100 years of experience and a team of 2,300 professionals, we power communities with innovative laundry and air solutions built on trust, respect, and integrity. Visit our Careers Website at www.cscsw.com to learn more about our available opportunities and the benefits of working for CSC ServiceWorks.
NewBoston Site Manager *US AMR-Jones Lang LaSalle Americas, Inc.Boston Site ManagerBoston, MA$135,000–$165,000Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients.
NewTravel Nurse RN - Case Manager - $1,141 per week in Cambridge, MA Mindlance HealthTravel Nurse RN - Case Manager - $1,141 per week in Cambridge, MACambridge, MA$1,140.94–$1,140.94ID: 77276694 Shift: 8H Evening Description: Contract Guarantee hours= 72 Hours Biweekly on all Assignments these guaranteed hours do not include any on-call time worked Requisition Comments and coversheet required at time of submission. This includes assessing service needs; counseling, developing plans for access to services, liaison with client, families, programs, and service providers.
NewTravel Nurse RN - Case Manager - $1,157 per week in Cambridge, MA Prime StaffingTravel Nurse RN - Case Manager - $1,157 per week in Cambridge, MACambridge, MA$1,157.04–$1,157.04ID: 63029566 Shift: 8H Evening Description: Contract Guarantee hours= 72 Hours Biweekly on all Assignments these guaranteed hours do not include any on-call time worked Requisition Comments and coversheet required at time of submission. This includes assessing service needs; counseling, developing plans for access to services, liaison with client, families, programs, and service providers.
NewCatering Sales and Operations Manager - House of Blues-Boston AramarkCatering Sales and Operations Manager - House of Blues-BostonBoston, MA$75,000–$85,000BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Provide completed Banquet Event Orders to team and provide quality assurance all requests are met prior to event . ?
Client Lead - Onboarding BC ForwardClient Lead - OnboardingBoston, MAThe ideal candidate will have strong experience in custody operations, SWIFT/SFTP connectivity, and end-to-end third-party onboarding and a proven ability to lead client-facing change delivery across trade lifecycle, cash, and corporate actions to the IMOS strategic platform. Partner with Product, Operations, Reference Data, Testing, and Technology to define executable onboarding plans and ensure downstream readiness across trade lifecycle, cash, and corporate actions.
Financial Services - Private Client Services - Tax Services Senior Manager EDGE Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Services Senior Manager EDGEBoston, MA$127,900–$291,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
Client Services Manager SnapMedTech IncClient Services ManagerBoston, MA$55,000–$65,000 / yearFollowing the merger of SnapCare and connectRN, we are building a stronger, more innovative healthcare workforce platform focused on improving care delivery nationwide. Reporting to our VP of Home Health, this Client Services Manager will contribute by ensuring partners and clinicians have the support, follow-up, and operational coordination needed to deliver a seamless staffing experience.
Financial Services - Private Client Services - Tax Senior Manager Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Senior ManagerBoston, MA$132,100–$301,600 / yearYou will provide deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Water/Wastewater Client Services Manager Weston & SampsonWater/Wastewater Client Services ManagerWilmington, MA$100,000–$120,000 / yearWe embrace the rich perspectives and experiences that arise from people of different races, ethnicities, cultures, sexual orientation, gender identities, ages, socio-economic statuses, abilities, and religions, as well as other untapped groups, within our Weston & Sampson family and the communities we serve. Weston & Sampson offers a flexible work environment, competitive compensation, industry-leading benefits, and exciting career growth opportunities—all in a supportive and dynamic corporate culture that embraces diverse perspectives and recognizes people for their contributions.
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsBoston, MA$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Sr. Client Services Manager CNA Financial CorpSr. Client Services ManagerBoston, MA$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually.
Sr Client Services Manager - National Accounts CNA Financial CorpSr Client Services Manager - National AccountsBoston, MA$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesBoston, MA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesBoston, MA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesBoston, Massachusetts$155,000–$210,000 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesBoston, Massachusetts$120,000–$180,000 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
eData Client Services Project Manager US Offices & UniteData Client Services Project ManagerBoston, MassachusettsMorgan, Lewis & Bockius LLP, one of the world’s leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a tech-savvy, client-focused eData Client Services Project Manager for our eData practice. Work with eData partners, leadership, and all levels of team members in the practice including eData Client Services, Operations & Administration, Development & Technology and cross-functionally with stakeholders globally across firm departments and practices.
Tax Senior Manager [Private Client Services Group] CohnReznick LLPTax Senior Manager [Private Client Services Group]Boston, MA$150,000–$200,000 / yearCohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients unique business goals and risks, and insight on how emerging market forces can drive opportunity.
Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesBoston, MAOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Vice President, Client Services (Operations Manager) - Parametric Morgan StanleyVice President, Client Services (Operations Manager) - ParametricBoston, MassachusettsCRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight). Our 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.
Tax Manager - Private Client Services Baker Newman NoyesTax Manager - Private Client ServicesBoston, MA$106,057–$159,140 / yearWith offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting recognition for superior client service.
Client Services Senior Associate Winged Keel GroupClient Services Senior AssociateBoston, MAFull timeOffering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients’ portfolios. Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing.
Patent Client Services Administrator Fenwick & West LLPPatent Client Services AdministratorBoston, MA$94,000–$141,250 / yearAssist with the drafting and e-filing of various legal documents in the U.S. Patent & Trademark Office (PTO) related to patent prosecution of applications including, but not limited to, office action amendments and responses, requests for continued examination, continuation and divisional applications, information disclosure statements, supplemental application data sheets, sequence listings, extensions of time, terminal disclaimers, various petitions, notices of appeal, appeal briefs, corrected drawings, assignment recordations, post-grant proceedings and other documents as required. The Patent Client Services Administrator will ensure quality service and will maintain a harmonious working relationship with lawyers, management, supervisors, co-workers, and clients by ensuring effective and efficient workflows and working ahead of all deadlines.
Tax Senior Associate I Private Client Services CBIZ IncTax Senior Associate I Private Client ServicesBoston, MAWith 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. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
NewTax Supervisor | Private Client Services CBIZ IncTax Supervisor | Private Client ServicesBoston, MAWith 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. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Tax Manager | Private Client Services CBIZ IncTax Manager | Private Client ServicesMerrimack, NHWith 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. Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
Vice President, Client Service Lead - Investment Performance and Risk Services The Bank of New York Mellon CorpVice President, Client Service Lead - Investment Performance and Risk ServicesEverett, MA$68,000–$185,000 / yearInvestment data expertise: Deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers. Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools.