Investment Analyst, Venture Capital Cambridge AssociatesInvestment Analyst, Venture CapitalBoston, MassachusettsDue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager’s organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Investment Analyst, CA Institute Cambridge Associates LLCInvestment Analyst, CA InstituteBoston, MAIn addition, the position requires strong qualitative judgement during the data collection process and in helping clients determine the proper research analysis that best supports their specific needs. Coordinate across client teams, other internal departments, and CA Institute team members to ensure that the most up-to-date information and insights are being used across the firm and that all stakeholders can use this information to provide excellent client service.
NewInvestment Analyst (Quantitative) Mackenzie Financial CorporationInvestment Analyst (Quantitative)Boston, MassachusettsINCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background). As a member of this investment team, you will develop and enhance systems that power alpha modeling, portfolio construction and monitoring, combining human judgement with systematic and automated processes.
Investments Analyst Shine Associates, LLCInvestments AnalystBoston, MAFull timeThe firm invests throughout the United States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level operational enhancements as well as those with pricing advantages that arise from distressed, complex, and dislocated scenarios. The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial real estate transactions where the conditions exist for compelling absolute returns over a short and medium duration.
Investment Analyst, CA Institute Cambridge Associates Private ClientsInvestment Analyst, CA InstituteBoston, MAIn addition, the position requires strong qualitative judgement during the data collection process and in helping clients determine the proper research analysis that best supports their specific needs. Coordinate across client teams, other internal departments, and CA Institute team members to ensure that the most up-to-date information and insights are being used across the firm and that all stakeholders can use this information to provide excellent client service.
Investment Analyst, Venture Capital Cambridge Associates Private ClientsInvestment Analyst, Venture CapitalBoston, MADue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Job Description Summary: Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Investment Analyst, Public Equity Cambridge Associates LLCInvestment Analyst, Public EquityBoston, MAThis includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry. Job Description Summary: The Public Equities Research Team gathers, analyzes, and disseminates information and opinions on public equity investment funds, supporting decision making by our investment directors and clients.
Fixed Income Research Associate - Liberty Mutual Investments Liberty Mutual Holding Company IncFixed Income Research Associate - Liberty Mutual InvestmentsBoston, MAWith 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. Collaborate with Portfolio Managers, Traders, and other investment analysts to maintain a One Team/One Portfolio approach to investment decision-making, leveraging diverse perspectives to identify and pursue investment opportunities that align with overall portfolio objectives.
Investment Analyst, Public Equity Cambridge Associates Private ClientsInvestment Analyst, Public EquityBoston, MAThis includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry. Job Description Summary: The Public Equities Research Team gathers, analyzes, and disseminates information and opinions on public equity investment funds, supporting decision making by our investment directors and clients.
Portfolio Investment Analyst Daley and AssociatesPortfolio Investment AnalystBoston, MA$80,000–$100,000 / yearAdvanced proficiency with Microsoft Office tools, specifically Excel, is required; Pivot Tables and Macros ; experience with performance-measurement platforms such as FactSet or Bloomberg, and a track record of leveraging intelligent workflow and data-enrichment tools will set you apart. Strong verbal, written, and interpersonal skills are necessary to communicate and interact directly with a diverse group of Account Managers, clients and prospects, outside investment advisors, and other investment professionals.
Investment Operations Analyst CareerscapeInvestment Operations AnalystBoston, MA$82,000–$110,000 / yearFull timeDaily responsibilities include resolving trade breaks, monitoring corporate actions, and maintaining clean position and cash records across a broad set of managed accounts. This role sits at the intersection of portfolio management and back-office infrastructure, providing critical support across trade settlement, reconciliation, and reporting functions.
NewInvestment Analyst, Fixed Income Manulife Financial CorpInvestment Analyst, Fixed IncomeBoston, MA$78,000–$140,500 / yearManulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. Complete research, including conducting credit analysis and/or analysis of classes of securities, market trends, yield and duration relationships, and pricing trends between different fixed-income sectors.
NewInvestment Analyst, OCIO Operations NEPC CareersInvestment Analyst, OCIO OperationsBoston, Massachusetts$62,000–$81,000 / yearAs an OCIO Operations Analyst, you will be responsible for supporting the OCIO Operations team in the processing and reconciliation of all aspects of the trading process for OCIO portfolios including trade communication, cash reconciliations, positions reconciliation, trade acknowledgement, and settlement confirmation. In this highly visible and fast paced role, you will play a role in overseeing all aspects of trading OCIO client portfolios including trade execution and settlement, portfolio policy monitoring, cash management and reconciliation.
Senior Investment Tax Analyst Brown Brothers Harriman & CoSenior Investment Tax AnalystBoston, MA$65,000–$90,000 / yearTax Analyst will prepare, and train others in calculating the partnership tax workpapers - including partner allocation of taxable income and expense items, tax returns and their associated schedules and attachments, reportable transaction analysis, fund structure guidance, tax estimates, as well as other client deliverables. About 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.
Investment Banking Analyst Corporate Finance - Healthcare Services Citizens Financial Group IncInvestment Banking Analyst Corporate Finance - Healthcare ServicesBoston, MA$110,000–$120,000 / yearThe Investment Banking Analyst will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on healthcare. Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
Quantitative Investment Analyst FidelityQuantitative Investment AnalystBoston, 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Investment Analyst, Private Equity Cambridge Associates LLCInvestment Analyst, Private EquityBoston, MAUtilize analytical frameworks and develop unique analyses to assess private equity funds in terms of organization, investment strategy, performance, fund terms, current portfolio companies, and other key attributes. This includes meeting summaries with fund managers, in depth due diligence reports, and other periodic research including white papers exploring current topics in the private equity industry.
NewInvestment Analyst, Fixed Income ManulifeInvestment Analyst, Fixed IncomeBoston, MA$78,000–$140,500 / yearManulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. Complete research, including conducting credit analysis and/or analysis of classes of securities, market trends, yield and duration relationships, and pricing trends between different fixed-income sectors.
New2027 Investment Banking Analyst - Boston Technology Piper Sandler2027 Investment Banking Analyst - Boston TechnologyBoston, MassachusettsOur analysts work closely with senior bankers to make a real impact on our clients’ businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts and strategic advisory work. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services.
M&A - Investment Banking - Analyst Alantra Solar Energy AdvisorsM&A - Investment Banking - AnalystBoston, MassachusettsAlantra’s portfolio advisory team is the leading portfolio advisory unit in Europe, with over 150 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. With over 500 professionals, the firm is publicly listed since 2015 with a €600Mn market capitalization as of February 2020.Its Investment Banking division employs over 250 professionals, providing independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions.