Tax Analyst Manulife Financial CorpTax AnalystBoston, MA$61,875–$103,125 / yearAnalyzes tax adjustments such as: RIK, wash sales, POL, OID, market discount, CLCFs, PFICs, REITs, ROC, straddles and hedges, options, futures, and forwards, §988 adjustments, §1256 adjustments, deferred compensation, partnership, and other security level and fund level adjustments. Responsible for preparing schedules for any potential fund mergers, including, but not limited to; pre and post security holdings analysis, analysis required under IRC Sections 381-384, capital gain/loss carry-over analysis and built in gains or loss analysis.
Senior Investment Operations | Boston, MA Daley and AssociatesSenior Investment Operations | Boston, MABoston, MA$130,000–$160,000 / yearThis role offers broad exposure across both public and private markets, supporting a diverse portfolio that includes private credit, private equity, venture capital, hedge funds, real estate, equities, fixed income, derivatives, and FX. A Boston-based alternative asset manager is seeking a Senior-level candidate in Investment Operations to join its high-performing investment operations team.
Senior Fund Accountant Daley and AssociatesSenior Fund AccountantBoston, MA$125,000–$150,000 / yearOur client is seeking an experienced Senior Fund Accountant to join its collaborative finance team and play a key role supporting a diverse portfolio of alternative investment strategies across private and public markets. Responsibilities: • Oversee fund accounting activities across multiple alternative investment vehicles, working closely with third-party fund administrators to ensure timely and accurate NAVs, financial statements, investor reporting, and audits.
Sr Finance Associate – Private Credit Leverage Management | Boston Hybrid | $95K-$110K Base + Bo Daley and AssociatesSr Finance Associate – Private Credit Leverage Management | Boston Hybrid | $95K-$110K Base + BoBoston, MA$95,000–$110,000 / yearThis is a highly visible opportunity supporting a multi-billion-dollar private credit platform and working directly with portfolio management, lenders, trustees, and other key stakeholders. We're partnering with a leading global alternative asset manager to identify a Senior Finance Associate to join their Private Credit Leverage Management team in Boston.
Operations Associate, Private Debt Audax GroupOperations Associate, Private DebtBoston, MA$72,000–$130,000 / yearThe role entails working alongside and guiding relationships with Trustees, tracking cash and purchasing power, using a variety of systems to accurately reflect the business’s holdings, and working on daily leverage facility needs while promoting an environment of compliance, efficiency, and accuracy. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.
NewLead Contact Representative - Temp Appt NTE 1 Year May Be Extend up to 5 years MBMP Department of the Treasury, USLead Contact Representative - Temp Appt NTE 1 Year May Be Extend up to 5 years MBMPAndover, MA$61,722–$94,563 / yearSpecialized experience for this position includes: Applying the methods, precedents, and guidelines related to individual and/or business accounts and the specialization of the assigned workload to advise taxpayers of their rights and appeals procedure; Researching accounts and dealing with all individuals including third party representatives, often in sensitive situations, including those where individuals are evasive, irate, and unwilling to accept the Service's or Employers position as to the determination of their account; Servicing internal and external customers by identifying organizational functions, terminology, quality assurance techniques, and reporting requirements in order to coordinate workflow and resolve related problems; Assessing the performance capabilities of employees in order to assign work appropriately; Experience with organizational office operation, processing and procedures and administrative policies, to support the supervisor or to use when acting as supervisor; Experience utilizing inventory management procedures to control casework and conduct research; Experience coaching, instructing, and/or evaluating subordinates. You must also meet the following requirement(s): TIME AFTER COMPETITIVE APPOINTMENT (TACA): By the closing date (or if this is an open continuous announcement, by the cut-off date) specified in this job announcement, current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment.
Assistant Vice President, Investment Operations & Asset Administration KKR & Co. Inc.Assistant Vice President, Investment Operations & Asset AdministrationBoston, 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).
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.
NewHedge Fund Senior Operations Associate Daley and AssociatesHedge Fund Senior Operations AssociateBoston, MA$130,000–$155,000 / yearThis is an excellent opportunity for an experienced investment operations professional to join a $15B AUM hedge fund during a period of strong growth and gain broad exposure across investment strategies, treasury, trading, reporting, and operational infrastructure. Our client, a $15B AUM Boston-based hedge fund experiencing strong growth, is seeking an experienced Hedge Fund Senior Operations Associate to join its investment operations team.
Operations - Asset Management - Boston - Hybrid Daley and AssociatesOperations - Asset Management - Boston - HybridBoston, MA$120,000–$155,000 / yearThis role offers broad exposure across public and private market investment strategies and provides the opportunity to work closely with investment, finance, legal, technology, and trading teams in a highly collaborative environment. Support treasury and liquidity management activities, including cash forecasting, funding obligations, FX transactions, and credit facility administration.
Relationship Executive-Healthcare, Higher Education & Non-Profit-Executive Director JPMorgan Chase Bank, N.A.Relationship Executive-Healthcare, Higher Education & Non-Profit-Executive DirectorBoston, MAFull timeAs a Mid-Corporate Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Fixed Income Operations Analyst Vestmark, Inc.Fixed Income Operations AnalystWakefield, MA$70,000–$85,000 / yearThe role requires daily processing, issue investigation, and proactive communication with brokers, custodians, portfolio managers, and internal operations and technology teams to maintain accurate fixed income workflows, strong operational controls, and high-quality client service. Vestmark's Outsourced Services (VOS) team is seeking a Fixed Income Operations Analyst with strong experience in fixed income products, trade workflows, and settlement processes to support our Outsourced Service Clients in Wakefield, MA.
NewFront Office Market Risk FCM and Futures Clearing, Vice President State StreetFront Office Market Risk FCM and Futures Clearing, Vice PresidentBoston, MassachusettsFront Office Risk Management is a critical component of the target operating model and will work closely with Trading, Product Development, Middle Office, Back Office, Collateral Management, Enterprise Risk Management, Technology, Legal, Compliance, Treasury and Finance. The role requires a high degree of autonomy, sound judgment under pressure, and the ability to translate complex market, margin, liquidity and counterparty risks into practical controls and senior-management decisions.
NewFront Office Market Risk FCM And Futures Clearing, Vice President State Street CorporationFront Office Market Risk FCM And Futures Clearing, Vice PresidentBoston, MA$120,000–$202,500 / yearFront Office Risk Management is a critical component of the target operating model and will work closely with Trading, Product Development, Middle Office, Back Office, Collateral Management, Enterprise Risk Management, Technology, Legal, Compliance, Treasury and Finance. The role requires a high degree of autonomy, sound judgment under pressure, and the ability to translate complex market, margin, liquidity and counterparty risks into practical controls and senior-management decisions.
Sr. Director, Finance, FP&A Thermo Fisher ScientificSr. Director, Finance, FP&AWaltham, MassachusettsFrom Financial Planning & Analysis, Tax, Treasury, Financial Reporting, Audit, Investor Relations, Strategy & Corporate Development to Accounting, our Finance functions have a diverse and global presence, providing significant opportunities to develop outstanding career experiences and perspectives. We prioritize innovation with a clear purpose, aiming to improve clinicians' diagnostic capabilities and empower labs to make informed decisions, improve care quality, and provide timely answers throughout each individual's healthcare journey.
Sr. Associate, Enterprise Operations & Strategy HarbourVest Partners LLC.Sr. Associate, Enterprise Operations & StrategyBoston, MA$105,000–$115,000 / yearWhat you will do: Collaborate with an experienced group of senior professionals to assess operational build capacity that may impact the operational model involving accounting, treasury functions, taxation, client onboarding, reporting, performance, and third-party service providers. The ideal candidate is someone who has: A solid understanding in at least one area related to operational functions: Accounting, Client Experience/Investor Reporting, Performance/Analytics, Transfer Agency, Treasury, Corporate Finance, Compliance- Regulatory and tax, Investment Operations.
Assistant Director, Enterprise Operations & Strategy HarbourVest Partners LLC.Assistant Director, Enterprise Operations & StrategyBoston, MA$120,000–$150,000 / yearWhat you will do: Collaborate with an expert group of senior professionals to assess operational build capacity that may impact the operational model involving accounting, treasury functions, taxation, client onboarding, reporting, performance, and third-party service providers. The ideal candidate is someone who has: A solid understanding in at least one area related to operational functions: Accounting, Client Experience/Investor Reporting, Performance/Analytics, Transfer Agency, Treasury, Corporate Finance, Compliance - Regulatory and tax, Investment Operations, Risk.
Lead Fund Controller, Private Funds Wellington ManagementLead Fund Controller, Private FundsBoston, MassachusettsWe are seeking a highly motivated and results-driven experienced fund controller to join Wellington’s private investment focused Fund Control & Operations team to support the launch and ongoing operations the Private Investment platform’s semi-liquid private investment strategy, Venture Growth Evergreen. Examples of our benefits include retirement plan, health and wellbeing, dental, vision,and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
NewLead Fund Controller, Private Markets Wellington ManagementLead Fund Controller, Private MarketsBoston, MassachusettsThe experienced Fund Controller will play a crucial role in overseeing various functions for Wellington’s Private Investment Funds, with responsibility over assigned funds’ NAV oversight and annual audits, execution of capital calls and distributions, investor support, and contribution to cross-functional business initiatives. Examples of our benefits include retirement plan, health and wellbeing, dental, vision,and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
Credit Officer II-Community Developement Banking Bank of AmericaCredit Officer II-Community Developement BankingBoston, MassachusettsKey responsibilities include working with clients to design and execute credit solutions, leading new credit originations in collaboration with client management, credit risk, and syndications, and advising the Commercial Real Estate Banking portfolio management and asset management groups on any post closing credit actions as needed. Manages the underwriting of secured and unsecured transactions to Commercial Real Estate clients, including real estate secured construction and term debt, tax credit equity investments, unsecured corporate revolvers, bridge financing, commercial agency warehouse lines, and subscription lines.