Director, Investment Risk GW&K Investment ManagementDirector, Investment RiskBoston, Massachusetts$175,000–$225,000 / yearCollaborate with Legal & Compliance and Business Infrastructure teams to improve risk data capture, reporting infrastructure, and historical trend analysis; support risk assessment, governance, and escalation activities where investment risks intersect with operational or regulatory matters. Demonstrated experience building, formalizing, or enhancing investment risk programs, governance structures, and operating frameworks within an institutional asset management organization, with proven hands-on Fixed Income risk expertise across reporting, analytics, and processes.
Associate, Focus Investment Partners SCS Capital ManagementAssociate, Focus Investment PartnersBoston, MassachusettsWorking closely with senior team members, this individual will help drive the day-to-day execution behind fundraising processes, investor communications, reporting, onboarding, and relationship management activities while gaining exposure to private markets and institutional fundraising. SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory.
NewDirector, Investment Strategy Focus Partners WealthDirector, Investment StrategyBoston, Washington$240,000–$260,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Investment Managing Director, Private Clients Cambridge AssociatesInvestment Managing Director, Private ClientsBoston, MassachusettsFocus areas include leading client relationships (both discretionary and non-discretionary) interacting directly with key decision makers (family members, Board or IC members, Family Office staff and outside advisors), driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and investment performance monitoring. Responsibilities regarding new business development include building referral networks through strong work with existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, and leading pitches in conjunction with other investment team members.
Senior Investment Director Cambridge AssociatesSenior Investment DirectorBoston, MassachusettsBase salary range for this role: Pay Range Minimum: 181500 Pay Range Maximum: 246800 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.
Investment Specialist, Multi Asset Solutions Wellington Management Company, LLPInvestment Specialist, Multi Asset SolutionsBoston, MAContributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. The individual will also contribute to the development of new investment strategies and client solutions, the creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios.
Investment Specialist, Multi Asset Solutions Wellington ManagementInvestment Specialist, Multi Asset SolutionsBoston, MassachusettsContributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. The individual will also contribute to the development of new investment strategies and client solutions, the creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios.
Vice President, Credit Alternatives Investment Product FidelityVice President, Credit Alternatives Investment ProductBoston, MassachusettsRemoteThe Investment Product Group (IPG) plays a key role in the company, partnering closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, defined contribution and other institutional clients. 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.
Senior Director, Investment Administration & Reporting | Real Estate Solutions FTI Consulting, Inc.Senior 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.
Sales Support And Proposal Manager, AVP - State Street Investment Management State Street CorporationSales Support And Proposal Manager, AVP - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearAs an Assistant Vice President within the U.S. Proposals Management team within State Street Investment Management Client Coverage Group (CCG), you will take an active role in the business development process, with responsibility for managing the end-to end process of creating accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective and current institutional clients. Coordinate and produce high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) for assigned asset class/es within State Street Investment Management.
Market Data Advisory, Governance & Vendor Management, VP II - State Street Investment Management State Street CorporationMarket Data Advisory, Governance & Vendor Management, VP II - State Street Investment ManagementQuincy, MA$110,000–$188,750 / yearState Street Investment Management is seeking a Vice President, Market Data Strategy & Vendor Management to work collaboratively across Investment Management business units and with partners across Procurement, Finance and Legal teams at State Street Bank and Trust Company enterprise, ensuring the effective management and administration of market data services. Establish and manage strong relationships with Investment Management business teams (Index, ESG, Investments, Operations, Technology) to develop and maintain a comprehensive understanding of market data products, services, and use cases.
Business Architect, VP III - State Street Investment Management State StreetBusiness Architect, VP III - State Street Investment ManagementBoston, Massachusetts$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 Risk Manager - Tax Exempt / Taxable Franklin ResourcesInvestment Risk Manager - Tax Exempt / TaxableBoston, MA$180,000–$190,000 / 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. Our Investment Risk team safeguards the quality and performance of the firm's fixed income strategies by providing quantitative insights, independent analysis, and forward-looking risk guidance.
North America Strategic Implementation Lead, VP III - State Street Investment Management State StreetNorth America Strategic Implementation Lead, VP III - State Street Investment ManagementBoston, MassachusettsAs a senior member of the Strategic Implementation team within the Chief Administrative Office (CAO) of State Street Investment Management, you will lead a team of project managers and drive the most strategic, high-complexity, cross-functional initiatives happening across State Street Investment Management. The team you will be joining is part of State Street Investment Management, one of the largest asset managers in the world, providing services to the world's governments, institutions, and financial advisors across the globe.
Functional Compliance, Officer - State Street Investment Management State Street CorporationFunctional Compliance, Officer - State Street Investment ManagementBoston, MA$65,000–$113,750 / yearDeveloping, testing, and implementing automated rules within the monitoring systems and manual monitoring procedures for non-automated rules; Reading governing documents such as Fund Regulatory governing documents and Investment Management Agreements; identifying and resolving interpretive issues, and reviewing investment restrictions; Extracting compliance restrictions from governing documents for new accounts and amendments, and coding those restrictions into the compliance systems; Completing required new account/amendment documentation, including obtaining all necessary signatures, prior to effective date; Manage and provide support to completion of new account/amendment onboarding process to ensure that appropriate reviews and sign-offs are timely obtained. Tracking new account and amendment onboarding status, providing reporting and updates to management; Developing or enhancing policies and procedures related to compliance processes, with a focus on establishing globally consistent best practices; Lead projects with IT, Data, and system vendors to identify ways to further enhance automation in the compliance system; Lead reviews with internal and external auditors to facilitate controls reviews; Lead in Project work (reviewing regulatory fund docs, compliance system coding/testing, etc.
Fund Services Tax Manager, VP II - State Street Investment Management State Street CorporationFund Services Tax Manager, VP II - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearThe CoE also coordinates reclaim and relief at source operations for the global investment platform, oversees value added tax and financial transaction taxes across multiple international jurisdictions, offers guidance and technical tax support during new product launches, and administers withholding tax procedures for non-US clients. Proactively monitor tax legislative, regulatory, and/or administrative changes and cooperate closely with relevant stakeholders to maintain robust compliance posture amidst a changing regulatory landscape.
Sales Support and Proposal Manager, AVP - State Street Investment Management State StreetSales Support and Proposal Manager, AVP - State Street Investment ManagementQuincy, Massachusetts$80,000–$140,000 / yearAs an Assistant Vice President within the U.S. Proposals Management team within State Street Investment Management Client Coverage Group (CCG), you will take an active role in the business development process, with responsibility for managing the end-to end process of creating accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective and current institutional clients. Coordinate and produce high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) for assigned asset class/es within State Street Investment Management.
NewSustainable Investing Strategist, VP II - State Street Investment Management State StreetSustainable Investing Strategist, VP II - State Street Investment ManagementBoston, MassachusettsThe position requires a combination of strategic thinking, subject matter expertise, client engagement, thought leadership, and strong cross-functional collaboration to help advance the firm's sustainable investing capabilities and deliver commercially relevant, client-focused solutions. The Sustainable Investing Strategist supports the development and execution of the firm's sustainable investing strategy, working closely with investment teams, clients, product specialists, marketing, legal and compliance, and senior stakeholders.
Investment Banking Vice President - Healthcare IT Piper Sandler & Co.Investment Banking Vice President - Healthcare ITBoston, MassachusettsOur 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. A successful candidate will possess the following characteristics: 5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience.
Boston Multifamily Agent - Investment Sales Marcus and MillichapBoston Multifamily Agent - Investment SalesBoston, MACompensation is derived solely from commissions earned on successfully completed commercial real estate transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. Whether you're coming from financial services, insurance, real estate lending, or enterprise sales, we will show you how to translate your sales skills into commercial real estate investment sales.