Investment 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-middle office experience with a top-tier Investment Management firm.
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.
NewSenior Investment Operations Analyst - Private Credit Daley and AssociatesSenior Investment Operations Analyst - Private CreditBoston, MA$95,000–$105,000 / yearAct as the primary point of contact between the firm and custodian banks for private investments, coordinating closings, settlements, and post-settlement activities. Resolve settlement issues, payment discrepancies, and operational challenges by working closely with fund administrators, custodians, and agency teams.
Investment Product Reporting Analyst Daley and AssociatesInvestment Product Reporting AnalystBoston, MA$30–$40 / hourThe Investment Product Reporting Analyst will work collaboratively with Product Reporting and Client Operations teams and will produce, update, and maintain product-related marketing materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal candidate will have 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
Investment Systems Support Analyst Daley and AssociatesInvestment Systems Support AnalystBoston, MA$55–$65 / hourThe ideal candidate will have 5+ years of investment systems support experience, strong SQL skills, and a solid understanding of front- and middle-office workflows. The Investment Systems Support Analyst will work a hybrid schedule in Boston (four days per week on-site and one day per week remote) .
Investment Operations & Technical Support Analyst Daley and AssociatesInvestment Operations & Technical Support AnalystBoston, MARemote$90,000–$100,000 / yearThe Investment Operations & Technical Support Analyst will contribute to the core operations of the company's portfolio accounting platform, update and maintain security master data, and query and update data using SQL. We are currently seeking candidates for an Investment Operations & Technical Support Analyst position at a highly successful investment management firm located in Boston, MA.
Capital Allocation & Investments - Sr. Analyst Agilent TechnologiesCapital Allocation & Investments - Sr. AnalystMassachusettsThe Capital Allocation & Investments team is a new function within Agilent that will play a critical role in shaping capital deployment strategy, driving financial analysis, and decision-making across M&A, organic growth (e.g. Reporting to the Director, Capital Allocation & Investments, this role is responsible for leading financial analyses in support of high complexity projects, with a primary focus on M&A.
2027 Investment Banking Analyst I Financial Services Boston, MA Raymond James & Associates2027 Investment Banking Analyst I Financial Services Boston, MABoston, MassachusettsRaymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. . At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
NewClass of 2028 Diversified Industrials Group, Investment Banking - Summer Analyst D.A. DavidsonClass of 2028 Diversified Industrials Group, Investment Banking - Summer AnalystBoston, MATemporaryDavidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Diversified Industrials Investment Banking Group in Denver, CO. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
NewSenior Analyst, Investment Operations CFSSenior Analyst, Investment OperationsBoston, MA$120,000–$160,000 / yearHedge fund, multi-strategy, or similar investment management experience strongly preferred. Support operational workflows across equities, derivatives, alternative investments, and direct trading strategies.
Senior Analyst, Investment Operations Acadian Asset Management LLCSenior Analyst, Investment OperationsBoston, MA$75,000–$90,000 / yearWhat You'll Do: Support the end-to-end trade lifecycle for futures, swaps, and credit securities, including confirmation, reconciliation, lifecycle event processing, settlement oversight, and resolution of trade exceptions across global markets. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.
Analyst, Equity Investment Services FidelityAnalyst, Equity Investment ServicesBoston, MassachusettsRemoteAs an Analyst on the Equity Investment and Analytic Services (EQIS) at Fidelity Investments, you will play a critical role partnering with our EQIS team and cross functional partners to help to develop data analytics for Equity Research subject areas including analyst coverage, impact metrics, portfolio analytics, as well as support on-going operational processes. Please 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.
Investment Operations Analyst Wellesley CollegeInvestment Operations AnalystWellesley, MA$100,000–$120,000 / yearWork/Life and Wellness: A hybrid work environment for select positions (additional details will be provided during the interview process), caregiving support through Wellthy, legal plan insurance, pet insurance discount and a variety of other resources including retirement planning, and access to cultural and leisure activities throughout metro-Boston. This includes a broad spectrum of tasks and responsibilities on cash, position, and performance reconciliation, data management across multiple portfolio management systems, interaction with custodial banks and technology platforms, and ultimately supporting the implementation of investment decisions.
Investment Data Analyst (Power BI) Asset Management Only Cutter Associates, LLCInvestment Data Analyst (Power BI) Asset Management OnlyBoston, 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. For nearly 30 years, and with a global presence, weve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystRI$107,060–$159,390 / yearThe Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption.
Investment Banking Associate I or II, Diversified Industrials D.A. Davidson & Co.Investment Banking Associate I or II, Diversified IndustrialsBoston, MA$160,000–$190,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
Vice President, Energy & Infrastructure - Liberty Mutual Investments Liberty Mutual Holding Company IncVice President, Energy & Infrastructure - Liberty Mutual InvestmentsBoston, MAThis hire will be an experienced investment professional contributing to deal execution across a variety of transaction types, with responsibility for driving investment performance, developing actionable ideas, and supporting E&I's future growth strategy as a key member of the team. With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY.
2027 Investment Banking Analyst I Financial Services Boston, MA Raymond James Financial Inc2027 Investment Banking Analyst I Financial Services Boston, MABoston, MA$70,000–$105,000 / yearRaymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Senior Investment Operations Analyst Daley and AssociatesSenior Investment Operations AnalystNorth Quincy, MA$34–$37 / hourKeywords: Fund Accountant, investment operations, asset reconciliation, trade operations, foreign exchange, trade reconciliation, trade settlement, fund administration. The ideal candidate will have a minimum of 2+ years of experience in custody/trade operations and/or fund accounting in the financial services and/or asset management industry(s) and have strong reconciliation skills.