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.
Investment Products Monitoring Analyst Daley and AssociatesInvestment Products Monitoring AnalystBoston, MA$30–$40 / hourThe Investment Products Monitoring Analyst will be responsible for reviewing and evaluating client guidelines, supporting pre- and post-trade activities, and collaborating with other internal teams. 1-3+ years of experience in investment product monitoring, client operations, guideline monitoring, or regulatory reporting in Financial Services, Investment Management, or Asset Management industry.
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.
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.
Alternative Investments Operations Analyst G MASSAlternative Investments Operations AnalystAndover, MA$50,000–$70,000Responsibilities: Oversee the timely settlement and day-to-day operational management of private debt and private equity investments, supporting the full transaction lifecycle across deal facilitation, settlement processing, income accounting and cash wire controls. The successful candidate will work closely with investment teams, fund administrators and external counterparties to ensure accurate and timely operational support, while also contributing to process improvements, control enhancements and the continued development of the alternatives operations function.
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.
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.
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.
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.
AVP, Investment Operations KKR & Co IncAVP, Investment OperationsBoston, MA$120,000–$160,000 / yearKKR seeks to recruit an Assistant Vice President overseeing the Investment Operations teams that support KKR Insurance's $80B real estate portfolio, which includes commercial mortgages, residential mortgages, commercial real estate equity, and residential equity. analysts and analysts responsible for asset set up for 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 Platforms (LMS, Geneva, etc).
2027 Investment Management Summer Analyst Program - Equity Research (Boston) Morgan Stanley2027 Investment Management Summer Analyst Program - Equity Research (Boston)Boston, MA2027 Investment Management Summer Analyst Program - Equity Research (Boston) - Morgan Stanley.
Investment Principal, Public Markets Partner's CapitalInvestment Principal, Public MarketsBoston, MassachusettsThe primary goal of the Public Markets Research Team is to deliver high absolute and relative returns over the long-term by partnering with of top-tier managers and select direct investments. In addition to the above, you will, for variety, take on other activities and projects, which might include researching and improving our portfolio construction knowledge and approach, assisting with business development, or helping to develop our technological capabilities.
Investment Banking Associate I or II, Diversified Industrials D.A. DavidsonInvestment 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.
Investment Banking Associate I Or II, Diversified Industrials D.A. DavidsonInvestment 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.
NewInvestment Banking Associate Selby Jennings LtdInvestment Banking AssociateBoston, MA$160,000–$190,000 / yearUnlike many investment banking platforms, this firm has built a reputation for investing heavily in career growth through formal training programs, mentorship from senior bankers, public speaking and business development development opportunities, and meaningful involvement in recruiting and firm initiatives. The platform offers exposure to a broad range of middle-market clients and transactions, including M&A, capital raising, and strategic advisory assignments, while providing significant opportunities for mentorship, professional development, and direct client interaction.
Wealth Investment Associate M&T Bank CorpWealth Investment AssociateBoston, MA$34.10–$56.83 / hourEducation and Experience Required: Bachelor's degree and a minimum of 1 years' investment-related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year's investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Senior Analyst-Investment Performance & Risk Franklin ResourcesSenior Analyst-Investment Performance & RiskBoston, MA$110,000–$140,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. This is a highly visible team offering exposure to senior leaders, meaningful analytical work, and opportunities to deepen investment management and technical expertise.
Senior Investment Associate Canadian Imperial Bank of CommerceSenior Investment AssociateBoston, MA$115,000–$130,000 / yearWe work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. You'll prepare research and analytical reports to inform investment decisions and work closely with Relationship Managers and Business Development Officers to deliver sound investment management and advisory services.
Sr. Investment Tax Specialist Brown Brothers Harriman & CoSr. Investment Tax SpecialistBoston, MAAbout BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
Investment Tax Manager I Brown Brothers Harriman & CoInvestment Tax Manager IBoston, MA$80,000–$120,000 / yearAbout BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.