Investment Banking Associate Healthcare/MedTech M&A (Global Middle Market) Prospect Rock PartnersInvestment Banking Associate Healthcare/MedTech M&A (Global Middle Market)Boston, MassachusettsBuild and maintain detailed financial models, including operating models, valuation analyses (DCF, comparable companies, precedent transactions, and LBO analyses), merger models, and accretion/dilution analyses. This role provides the opportunity to work on a broad range of strategic M&A, capital raising, and advisory assignments for innovative medical device, diagnostics, life science tools, and healthcare technology companies.
Senior Investment Risk Analyst Victory Capital Management Inc.Senior Investment Risk AnalystBoston, MA$83,401–$98,107 / yearThis role will be critical to the build-out of advanced analytics to support both Management and the Investment franchises and you will need both solid computer and/or coding skills and a working knowledge of the Asset Management Industry. General Summary and Purpose: Victory Capital Management is hiring a Senior Investment Risk Analyst who will be focused on providing analytical support and creating specialized data for the Centralized Investment Risk Team.
AML Analyst, Officer - State Street Investment Management State Street CorporationAML Analyst, Officer - State Street Investment ManagementBoston, MA$65,000–$113,750 / yearThe AML Analyst (Officer level) plays a key role within the first line of defense, supporting the delivery of SSIM's Anti-Money Laundering (AML) and Know Your Customer (KYC) programme. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Investment Director Beth Israel Lahey HealthInvestment DirectorBoston, MassachusettsThe Beth Israel Lahey Health Investment Office (BILHIO) manages the long-term investment assets for the Beth Israel Lahey Health (BILH) hospital system, which is the second largest healthcare system in New England. The Board is a source of significant investment insight, and owing to its stability over many decades, ensures long-term investment decision-making and a consistent application of our investment philosophy.
Managing Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)Boston, MAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Boston, MAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Boston, MAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)Boston, MAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Mergers & Acquisitions (M&A)Boston, MAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Global Head of Insight Generation and AI Adoption, MD - State Street Investment Management State StreetGlobal Head of Insight Generation and AI Adoption, MD - State Street Investment ManagementBoston, MassachusettsThis is a senior global role requiring deep expertise in AI architecture, enterprise platforms, AI governance, and modern ML/GenAI/Agentic AI development, combined with significant leadership experience in asset management. State Street Investment Management (SSIM)—formerly State Street Global Advisors (SSGA)—is seeking an accomplished senior leader to serve as the Global Head of Insight Generation and AI Adoption .
NewMarketing Manager - North America, VP II - State Street Investment Management State StreetMarketing Manager - North America, VP II - State Street Investment ManagementBoston, MassachusettsReporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role will collaborate with members of Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence, Compliance and other internal teams to develop marketing strategies, align on messaging and lead integrated marketing campaigns from conception to execution.
Global Head Of Insight Generation And AI Adoption, MD - State Street Investment Management State Street CorporationGlobal Head Of Insight Generation And AI Adoption, MD - State Street Investment ManagementBoston, MA$170,000–$282,500 / yearThis is a senior global role requiring deep expertise in AI architecture, enterprise platforms, AI governance, and modern ML/GenAI/Agentic AI development, combined with significant leadership experience in asset management. State Street Investment Management (SSIM)-formerly State Street Global Advisors (SSGA)-is seeking an accomplished senior leader to serve as the Global Head of Insight Generation and AI Adoption.
Senior Investment Manager, Separately Managed Accounts FidelitySenior Investment Manager, Separately Managed AccountsBoston, MassachusettsRemoteThe Separately Managed Account (SMA) Team is responsible for SMA model management, portfolio construction, management and trading of existing Fidelity’s retail managed accounts in addition to developing, researching and launching new products and initiatives. 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.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsBoston, MassachusettsKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
Asset & Wealth Management Regulated Investment Company (Ric) - Senior Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - Senior ManagerBoston, MA$124,000–$335,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
Investment Director Cambridge AssociatesInvestment DirectorBoston, MassachusettsResponsibilities include developing appropriate financial and investment goals, asset allocation policies, and investment manager structures; conducting due diligence on investment opportunities; selecting and recommending managers; and evaluating the performance of individual managers and total portfolios. Investment Directors work closely with colleagues to help clients meet or exceed their investment objectives, operating within a team-based structure alongside Chief Investment Officers, Managing Directors, Senior Investment Directors, and Associates.
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.
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.
Director, Investment Strategy Focus Partners WealthDirector, Investment StrategyBoston, WashingtonBlending 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.
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.