AWM Regulated Investment Company (RIC) Tax Senior Associate PricewaterhouseCoopers LLPAWM Regulated Investment Company (RIC) Tax Senior AssociateBoston, MA$77,000–$214,000 / yearWithin our Tax practice, you will focus on validating clients'' compliance with tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. PwC 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 .
AWM Regulated Investment Company (Ric) Tax Senior Associate PwCAWM Regulated Investment Company (Ric) Tax Senior AssociateBoston, MA$77,000–$214,000 / yearWithin our Tax practice, you will focus on validating clients' compliance with tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. PwC 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 .
NewManager, Capital Markets Investment Operations Bain CapitalManager, Capital Markets Investment OperationsBoston, MassachusettsToday, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights. Lead all aspects of the investment operations, with primary focus on the reconciliation functions, for the Credit businesses across multiple investment strategies and asset classes: not limited to, syndicated bank loans, bonds, structured products, collateralized loan obligations.
AI Business Engineer - Investment Banking Experience Raymond James Financial IncAI Business Engineer - Investment Banking ExperienceBoston, MAThe AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through custom GPTs and prompts and emerging agent-based tools. Working knowledge of Python and SQL to support data exploration, workflow automation, and AI prototype development; ability to read, modify, and apply scripts with guidance from engineering partners - deep software engineering experience not required.
2027 Guggenheim Securities Investment Banking Summer Associate – Boston Technology Guggenheim Securities2027 Guggenheim Securities Investment Banking Summer Associate – Boston TechnologyBoston, MassachusettsThe program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. We will provide best-in-class Investment Banking training—formal and hands-on—as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
Investment Banking Vice President - Healthcare IT Piper Sandler CompaniesInvestment Banking Vice President - Healthcare ITBoston, MAOur 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.
Director Of Engineering, Investment Data & Analytics HarbourVest Partners LLC.Director Of Engineering, Investment Data & AnalyticsBoston, MA$220,000–$230,000 / yearOur team works side-by-side with investors and quantitative researchers to innovate technology-driven investment processes; solve broad industry problems ranging from AI driven digitization of unstructured data to systematic monitoring of private equity portfolios. Track record leading significant technical workstreams end-to-end, mentoring engineers, and delivering data products used by investment, finance, or operations teams.
Investment Associate - Technology & Media Cerity Partners LLCInvestment Associate - Technology & MediaBoston, MA$100,000–$115,000 / yearFounded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with leading brands like Mars, T-Mobile, BEHR, and more. With a team of 50+ investment professionals in Boston, Chicago, Los Angeles, New York, Philadelphia, and San Francisco, CPV manages more than 20 corporate venture capital funds.
Strategist - Investment Product Development MFS InvestmentsStrategist - Investment Product DevelopmentBoston, MA$123,000–$177,500 / yearThe Strategist - Investment Product Development leads work relating to the development, enhancement, and management of investment products across MFS distribution channels, facilitating the implementation of approved product initiatives through the management of cross-functional project teams. Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps.
Investment Management Consultant II - Smithfield FidelityInvestment Management Consultant II - SmithfieldSmithfield, Rhode IslandRemoteSales 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. Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources.
Vice President, Alternative Investments Data Strategy FidelityVice President, Alternative Investments Data StrategyBoston, 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.
Public Markets Middle Office- Equity Investment Team Director (AVP) Morgan StanleyPublic Markets Middle Office- Equity Investment Team Director (AVP)Boston, MassachusettsYou will partner closely with Middle Office Operations, Trading, Technology, Risk, Compliance, Brokers, and Custodians to proactively monitor portfolio data quality and resolve operational issues that could impact trade execution, settlement, valuation/pricing, performance, risk, and client reporting for equity portfolios (e.g., corporate actions, IPOs/new issues, position/cash breaks, fails, and stock loan/short coverage workflows where applicable). Issue Resolution and Incident Management: > Drive resolution of equity trade lifecycle and operational issues (allocations, confirmations, settlement fails, broker/SSI issues, corporate actions elections, dividends, IPO allocations, restricted lists and compliance trade blocks), partnering with Middle Office, Custodians, Brokers, Technology, and Compliance.
2027 BNY Summer Internship Program - BNY Investments (Boston, MA) The Bank of New York Mellon Corp2027 BNY Summer Internship Program - BNY Investments (Boston, MA)Boston, MAWe believe the right results begin by being relevant to every client, whether that is providing local access and execution in a way that best suits their needs, offering diversified investment solutions and strategies built on expertise, driven by insights and powered by innovative technology platforms or providing high-quality advice for better informed decisions. Our clients include asset managers, banks, broker-dealers, central banks, companies, family offices, financial intermediaries, governments, insurance companies, investment advisers, non-profit organizations, pension funds and sovereign institutions.
Senior Strategist - Investment Product Specialist MFS Investment Management, IncSenior Strategist - Investment Product SpecialistBoston, MAThe role is responsible for all aspects of investment product management, including conducting product presentations, leading internal training sessions, performing competitive analysis, supporting product development efforts, overseeing the creation and maintenance marketing collateral, supporting the RFP process, writing portfolio positioning and attribution commentary, reviewing performance composites, auditing consultant database as well as other ad-hoc activities. Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps.
Strategist - Investment Product Development MFS Investment Management, IncStrategist - Investment Product DevelopmentBoston, MA$123,000–$177,500 / yearThe Strategist - Investment Product Development leads work relating to the development, enhancement, and management of investment products across MFS distribution channels, facilitating the implementation of approved product initiatives through the management of cross-functional project teams. Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps.
Assistant General Counsel, Alternative Investments Marsh McLennanAssistant General Counsel, Alternative InvestmentsBoston, Massachusetts$165,500–$331,000 / yearAs Assistant General Counsel, Alternative Investments, you will be responsible for providing strategic and tactical legal advice and support on a wide range of matters relating to the firm’s global private markets and hedge fund-of-funds products and separately managed accounts (“SMAs’”). Oversee all legal aspects in the development, launch and ongoing operation of Mercer investment funds and SMAs, including legal, regulatory and tax structuring, and drafting / reviewing and negotiating constituent documentation (e.g., limited partnership agreements, limited liability company agreements, and associated offering documents).
Investment Management Attorney Morgan StanleyInvestment Management AttorneyBoston, MA$120,000–$205,000 / yearMSIM's legal team works closely with our business partners to provide well-reasoned, concise legal, regulatory, and strategic advice on current, proposed or anticipated business activities of MSIM across its equities, fixed income & liquidity, alternative investments and solutions & multi-assets businesses to execute business objectives while managing legal, regulatory and franchise risks. MSIM's business is constantly evolving and as a global firm Morgan Stanley continues to focus on delivering investment products and solutions to our clients, so you will have opportunities to collaborate with legal teams covering MSIM's Public and Private Side businesses and Morgan Stanley's other divisions, such as wealth management and institutional securities.
Investment Manager Governance & Relationship Manager MassMutualInvestment Manager Governance & Relationship ManagerBoston, MassachusettsAs an Investment Manager Governance & Relationship Manager, you will help drive the execution of MassMutual’s enterprise governance framework and relationship management strategy across affiliated and non-affiliated external asset managers. The team partners closely with internal and external stakeholders to support governance forums, oversee key performance and service metrics, drive continuous improvement, and ensure effective execution of oversight activities throughout the investment lifecycle.
Senior Compliance Officer, Investments Compliance American International Group Inc (AIG)Senior Compliance Officer, Investments ComplianceBoston, MAWorking knowledge of NY, DE and PA U.S. State insurance investment regulation, along with NAIC Model Laws - Investments of Insurers Model Act; background understanding of the Investment Advisers Act of 1940 and the Investment Company Act of 1940 is a plus. The ideal candidate will have extensive regulatory asset management experience with a focus on U.S. domiciled insurance companies and will work closely with the Chief Compliance Officer in the day-to-day execution of the compliance program.
DBT Investment Lead Data Engineer MFS Investment Management, IncDBT Investment Lead Data EngineerBoston, MA$110,000–$158,500 / yearKnowledge about various architectures, patterns such as unified data management architecture (UDM), data mesh architecture, event-driven architecture, real-time data flows, non-relational repositories, data virtualization, etc. Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps.