Warfighting Systems Analyst, Maritime Anduril Industries IncWarfighting Systems Analyst, MaritimeQuincy, MA$166,000–$220,000 / yearThey translate operational problems into system-level questions, leverage high-end models and simulations to assess technical and architectural alternatives, and provide decision-quality analysis that helps engineering, product, and business leaders make informed choices. To ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind: No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process.
Warfighting Capability Analyst, Maritime Anduril Industries IncWarfighting Capability Analyst, MaritimeQuincy, MA$166,000–$220,000 / yearThe analyst serves as a bridge between customers, business lines, engineering teams, product leaders, and operational stakeholders, translating ambiguous mission problems into structured capability gaps, concepts of employment, measures of effectiveness, operational vignettes, and decision-quality analysis that informs product strategy, growth, and program execution. This role is ideal for individuals who can reason across military operations, emerging technology, customer mission sets, and defense market dynamics, and who can communicate complex operational ideas clearly to both technical and non-technical audiences.
Jr People Data Analyst Anduril Industries IncJr People Data AnalystBoston, MA$112,000–$149,000 / yearCollaborating closely with HR Business Partners, Program Management Teams, Business Operations, Talent Acquisition and various cross functional stakeholders we provide actionable insights that drives informed decisions across the entire employee lifecycle; from optimizing talent acquisition and development to enhancing engagement and retention. This third-party service provider provides risk-intelligence services that may include analysis of sanctions and watchlists, adverse media, public-record information, and other lawful open-source or commercial data sources.
Quality Assurance Analyst StratAcuity Staffing Partners IncQuality Assurance AnalystQuincy, MAThe ideal candidate will have experience testing Salesforce applications, conducting manual testing including drafting test cases, conducting test case reviews, executing test cases, documenting results and supporting other test activities to ensure high-quality testing and user experience. The QA Analyst will collaborate with developers, business analysts, and the quality assurance manager to validate system functionality, safeguard data integrity, track issues, and contribute to the continuous improvement of the applications following a Scaled Agile Framework.
Epic Willow IP Application Analyst StratAcuity Staffing Partners IncEpic Willow IP Application AnalystBoston, MAIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. This organization is continuing to expand and optimize its Epic footprint and is seeking an experienced Epic Willow Analyst to support pharmacy applications, with a strong focus on oncology workflows.
POS Analyst II StratAcuity Staffing Partners IncPOS Analyst IIBoston, MA$55–$56 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
IT Project Manager/Lead Business Analyst StratAcuity Staffing Partners IncIT Project Manager/Lead Business AnalystBoston, MAIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. This role involves working with stakeholders to initiate, plan, and manage projects for new or enhanced applications, including creating project plans, monitoring progress, coordinating resources, and documenting requirements.
Product Analyst III StratAcuity Staffing Partners IncProduct Analyst IIIBoston, MAIn this role the Clients Payment Organization, in consultation with other Client stakeholders, helps to set the strategic direction for Clients payment services, coordinates product enhancements impacting the services and their customers, and ensures that operating sites meet service level agreements for resiliency and performance. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
Litigation Systems Analyst CONTACT GOVERNMENT SERVICESLitigation Systems AnalystBoston, MA$80,000–$200,000 / yearFor example, if the work requires setting up interconnected Oracle databases in a UNIX environment, the Systems Analyst must have substantial experience in doing the work of setting up Oracle databases in a UNIX environment, including designing, implementing, troubleshooting, populating, maintaining, documenting, and training users on such systems. Works out the details of functional and design requirements, systems design, programming specifications, data elements, data validation specifications, data capture mechanisms, and data conversion procedures through discussions with Government staff and own superiors.
Digital Forensic Analyst I CONTACT GOVERNMENT SERVICESDigital Forensic Analyst IBoston, MA$80,000–$120,000 / year1+ years of relevant experience in where the analyst understands the forensic lifecycle and can properly perform scoping activities, evidence acquisitions on a range of devices, and execute forensic analysis at an intermediate level. Experience preserving desktops, laptops, mobile devices/tablets, servers, both cloud and on-premise email implementations, nontraditional cloud data sources, social media, etc. in a forensically sound manner.
NewCategory Analyst StratAcuity Staffing Partners IncCategory AnalystQuincy, MA$30–$37 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. In this role, you will work closely with the Category Merchandising & Pricing teams to achieve departmental strategies and initiatives, including shelf presentation, assortment decisions, cost negotiations, promotional planning, and product and program development.
Sourcing Operations Analyst/Associate Bain CapitalSourcing Operations Analyst/AssociateBoston, 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. BAIN CAPITAL OVERVIEW With approximately $215 billion of assets under management, Bain Capital is one of the world’s leading private investment firms.
Accounts Payable Analyst Simple Business, IncAccounts Payable AnalystBoston, MA$67,000–$110,600 / yearAutomation & Tech-Savvy: A forward-thinking approach to manual tasks, with experience (or a strong interest) in utilizing modern optical character recognition (OCR), AI data-capture, and automated expense tools. Month-End Support: Assist the broader finance team during the month-end close by ensuring all AP ledgers are closed cleanly, accruals are identified, and supplier statements are reconciled.
Inventory & Procurement Analyst Bluelinx CorporationInventory & Procurement AnalystBellingham, MAInventory TurnsStock Availability / Fill RateStock-Out PercentageBackorder PercentageDeadstock and Overstock ReductionInventory AccuracyForecast AccuracyProcurement Cost SavingsLanded Cost ReductionInventory Adjustment PerformanceGross Margin Improvement Related to Inventory Strategy. The Inventory Analyst analyzes purchasing trends, forecasts demand, monitors inventory performance, and executes procurement strategies that improve product availability, increase inventory turns, reduce excess inventory, and maximize profitability.
Pricing And Legal Project Management Senior Analyst Holland & KnightPricing And Legal Project Management Senior AnalystBoston, MA$105,000–$157,000 / yearThis position can be based in our global operations center in Tampa, FL, or at one of the Firm's offices: Atlanta, Austin, Birmingham, Boston, Century City, Charlotte, Chattanooga, Chicago, Dallas, Denver, Fort Lauderdale, Houston, Jacksonville, Los Angeles, Miami, Nashville, Newport Beach, New York, Orlando, Philadelphia, Portland, Richmond, San Francisco, Seattle, Stamford, Tallahassee, Tysons, Washington, D.C., or West Palm Beach. Description: As a member of the Firm's Revenue/Legal Project Management Group, the Pricing and Legal Project Management Senior Analyst will work closely with attorneys to develop and track comprehensive and realistic budgets, assist with the finance portion of RFP responses, and prepare and provide client and attorney-requested reports and data.
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.
NewRetail Information Analyst I Salem Five Cent Savings BankRetail Information Analyst ISalem, MAFull timeS/he meets often with the Senior Information Analyst, Operations Coordinator and other members of the management team to discuss approach and results but is relied upon to have the requisite knowledge to understand objectives and analyze data in a methodical and logical fashion to ensure it can be easily consumed by leadership and end users. • With a required proficiency in the bank’s core systems and a solid understanding of related data and database methodology, generates, analyzes, validates and distributes all routine sales and operations reports for the Retail and Business Banking (BB) Divisions.
NewPricing Analyst Siemens HealthineersPricing AnalystWalpole, MAFull timeIt is Siemens Healthineers' policy to comply fully and completely with all United States export control laws and regulations, including those implemented by the Department of Commerce through the Export Administration Regulations (EAR), by the Department of State through the International Traffic in Arms Regulations (ITAR), and by the Treasury Department through the Office of Foreign Assets Control (OFAC) sanctions regulations.". Beware of Job Scams: Please beware of potentially fraudulent job postings or suspicious recruiting activity by persons that are currently posing as Siemens Healthineers recruiters/employees.
Systems Analyst- 181527 PeopleSERVE, Inc.Systems Analyst- 181527Boston, MABachelor's degree with 5+ years of experience as a product analyst, business analyst, or similar role in a digital or operational transformation environment focused on customer or associate facing solutions. Strong communicator with proven stakeholder management and storytelling skills; effectively conveys in technology terms verbal and written with usage of data and visualizations.
Systems Analyst- 181209 PeopleSERVE, Inc.Systems Analyst- 181209Boston, MAYou will work closely with stakeholders, including business partners, business analysts, solution architects, and engineering teams, to translate complex requirements into well-defined, scalable solutions. As a Systems Analyst, you will play a key role in bridging business and technology, driving analysis, solution design, and delivery for complex, data-intensive systems.
Netsuite Systems Analyst Evolv Technologies Inc.Netsuite Systems AnalystWaltham, MARemote$102,000–$166,000 / yearSolid understanding of core NetSuite modules: Financial Management (Core ERP), Advanced Financials, Advanced Revenue Management (ARM), Fixed Assets Management (FAM), and OneWorld. In accordance with state and local pay transparency laws—including those in California, Colorado, Massachusetts, New York, New Jersey, and others—we disclose salary ranges in all job postings and provide additional information upon request.
NewClient Service Operations Analyst Wellington Management Company, LLPClient Service Operations AnalystBoston, MAExamples 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). The CSO Analyst will act as a key contact for the Client Group, working closely with Global Operations, Trading, Portfolio Implementation, and the broader infrastructure platform to deliver best-in-class operational support and solutions.
NewAnalyst, Statistical Programming Biogen IdecAnalyst, Statistical ProgrammingCambridge, MA$81,000–$111,000 / yearThe Analyst, Statistical Programming supports statistical programming activities across clinical development programs, partnering with Biostatistics, Data Management, and external vendors to deliver high-quality, submission-ready statistical outputs. Regular employees are eligible to receive both short term and long-term incentives, including cash bonus and equity incentive opportunities, designed to reward recent achievements and recognize your future potential based on individual, business unit and company performance.
NewABOR/IBOR Business Systems Analyst - Investment Accounting MassMutualABOR/IBOR Business Systems Analyst - Investment AccountingBoston, MAThis role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments. Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications.
Financial Analyst III Thermo Fisher Scientific IncFinancial Analyst IIIWaltham, MA$83,300–$125,000 / yearKey Duties and Responsibilities: Own core accounting close processes, including preparing, recording, and reviewing monthly journal entries; reconciling accounts; validating financial results; and reviewing/approving invoices and appropriation requests. How you will make an impact: As a key member of the CIS Finance team, you will perform critical accounting close activities while also supporting planning cycles, financial modeling, and strategic decision-making.
NewSenior Financial Analyst - Financial Planning & Analysis Appcast IncSenior Financial Analyst - Financial Planning & AnalysisNewton, MAThe Senior Financial Analyst - Financial Planning & Analysis will work closely with Finance leadership and cross-functional business partners to drive financial accountability, improve forecasting accuracy, and provide meaningful insights that support strategic decision-making. Lead corporate headcount planning and workforce expense forecasting, partnering with the People Team and business leaders to monitor hiring plans, vacancy assumptions, organizational changes, and personnel-related spending to ensure alignment with financial plans and company objectives.
Senior Financial Analyst, GTM Alteryx IncSenior Financial Analyst, GTMMARemote$103,000–$134,000 / yearLeadership Potential: Demonstrated ability to influence senior leadership and lead cross-functional initiatives; prior experience mentoring team members or optimizing financial processes is highly preferred. In this role, you will act as a primary Finance Business Partner for the global field sales organization, delivering actionable insights and data-driven solutions to drive strategic decision-making.
Junior Accounting & Financial Analyst Ledgent Finance & AccountingJunior Accounting & Financial AnalystWoburn, Massachusetts$30–$43 / hourReporting directly to the Controller, this role will support a variety of accounting, financial analysis, project accounting, budgeting, invoicing, and accounts receivable activities. This is an excellent opportunity for an early-career accounting or finance professional looking to expand their analytical skills and gain exposure to multiple areas of the accounting and finance function.
Senior Financial Analyst Hologic IncSenior Financial AnalystMarlborough, MAU.S. Marketing Manager,Skeletal Health Location:Hologic Headquarters, Marlborough, MA Position Type:Full-time Position Overview: Hologic is seeking a dynamic and results-driven Marketing Manager to develop and execute. Driven by our purpose to enable healthier lives everywhere, every day, we are seeking a talented and experienced Electrical Engineer to join a growing R&D department in our Surgical Division to contribute to new.
Senior Financial Analyst, Operations (On Site - Acton, MA) Insulet CorpSenior Financial Analyst, Operations (On Site - Acton, MA)Acton, MA$79,500–$119,250 / yearInsulet's flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform.
Senior Financial Analyst, Performance and Value Creation Brooks Automation US LLCSenior Financial Analyst, Performance and Value CreationChelmsford, MA$105,593.46–$142,861.74 / yearBrooks is a leading provider of automation solutions with over 40 years of experience in the semiconductor industry, offering precision robotics, integrated automation systems, and contamination control solutions that empower chip manufacturers worldwide. Role Summary: This role is a strategic finance partner responsible for diagnosing performance drivers, challenging pricing and cost structures, and unlocking margin improvement opportunities.
NewSenior Financial Analyst N-ableSenior Financial AnalystBurlington, MassachusettsFull timeOur scalable technology infrastructure includes AI-powered capabilities, market-leading third-party integrations, and the flexibility to employ technologies of choice—to transform workflows and deliver critical security outcomes. We're looking for a versatile FP&A professional who is comfortable building models, partnering with budget holders, and synthesizing complex data into digestible, actionable insights.
Financial Analyst Computacenter plcFinancial AnalystMAThis position is a role for financial and operational reporting and analysis supporting the North American Sales Teams - including the development and reporting of KPIs, financial and operational performance metrics, review of customer-level financial performance, analysis of forecasting, and special projects. Prepare weekly and daily reports to support the business throughout the month to proactively identify problems or situations that need attention, Work with existing software and programs to capture, validate, contextualize, and share findings.
Financial Analyst, FP&A - Biologics, STL Site Thermo Fisher Scientific IncFinancial Analyst, FP&A - Biologics, STL SiteWaltham, MA$66,000–$99,000 / yearThis role will partner closely with site leadership, operations, manufacturing, quality, engineering, procurement, and divisional finance teams to support OpEx, CapEx, forecasting, reporting, monthly business reviews, annual planning, and ad hoc financial analysis. From 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.
Lead Financial Analyst, Surgical Hologic IncLead Financial Analyst, SurgicalMarlborough, MAThe Lead Financial Analyst - FP&A for the Surgical Division serves as a strategic finance partner to the Commercial organization, supporting Sales and Marketing leadership with advanced financial analysis, planning, and insights that drive informed decision‑making and long‑term business growth. In addition to financial leadership, the role champions process improvements, automation, and reporting innovation while mentoring junior analysts and supporting cross‑functional initiatives across the Surgical Division.
Financial Analyst, FP&A – Biologics, STL Site Thermo Fisher ScientificFinancial Analyst, FP&A – Biologics, STL SiteWaltham, MassachusettsThis role will partner closely with site leadership, operations, manufacturing, quality, engineering, procurement, and divisional finance teams to support OpEx, CapEx, forecasting, reporting, monthly business reviews, annual planning, and ad hoc financial analysis. From 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.
Senior Financial Analyst - Profitability Analytics (HYBRID) First Tech Federal Credit UnionSenior Financial Analyst - Profitability Analytics (HYBRID)Marlborough, MA$95,000–$110,000 / yearJob Duties: Lead complex profitability analyses across products, members, and balance sheet strategies, synthesizing insights for senior leadership. Essential Skills: Required Education: Bachelors degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree).
Senior Financial & Business Analyst - Consumer Products Bose CorpSenior Financial & Business Analyst - Consumer ProductsFramingham, MA$82,800–$113,850 / yearThe Senior Financial & Business Analyst serves as the lead finance business partner for Bose's Out Loud Audio (OLA) categories, supporting our Soundbars, Home Speakers, and Portable Speakers product lines. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to applicant_disability_accommodationrequest@bose.com.
Technology Financial Management Analyst (Apptio) EBSCOTechnology Financial Management Analyst (Apptio)Ipswich, Massachusetts$86,575–$123,680 / yearFull timeThis role serves as the system administrator and subject matter expert for Technology Financial Management (TFM) tooling and is accountable for ensuring accurate cost transparency, budget/forecast data and automated financial reporting across the Technology organization. EBSCO Information Services (EBSCO) delivers a fully optimized research experience, seamlessly integrated with a powerful discovery platform to support the information needs and maximize the research experience of our end-users.
Valuation Control Sr. Analyst - Credit and Structured Products Citizens Financial Group IncValuation Control Sr. Analyst - Credit and Structured ProductsBoston, MA$157,000–$165,000 / yearEnhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments, and implementing new tools to enhance control efficiency. Previous Product Control, Valuation Control or Independent Price Verification coverage for one or more of following products: Convertible Bonds, Asset-Backed Securities, HY/IG Bonds, Mortgage/Mortgage Servicing Rights.
Lead Investment Data Analyst Marsh McLennanLead Investment Data AnalystBoston, MassachusettsThis person will partner closely with Mercer’s North America OCIO & Advisory teams to deliver high-quality, end-to-end data solutions that support the multiple business units such as operations, investments, performance, business development, trading etc. The successful candidate will be responsible for designing and operating robust data models, data pipelines, governance and quality processes, and for growing and mentoring a team of senior and junior data analysts that are geographically dispersed.
MSR Senior Analyst Citizens Financial Group IncMSR Senior AnalystMA$105,000–$140,000 / yearThe MSR Senior Analyst, reporting to the Mortgage Servicing Rights (MSR) Portfolio Manager, applies prior experience in banking and finance to provide a wide array of analytical support required for strong MSR Risk Management. Your role is collaborative with support from our seasoned MSR team with external partnership with several supporting lines (Finance, Accounting, Treasury, Market Risk, Model Validation, and Technology).
Analyst, Compensation Panera Bread CompanyAnalyst, CompensationNewton, MA$76,078–$91,293 / yearThe analyst serves as a trusted partner to HR, Finance, and business leaders by delivering market insights, conducting compensation analyses, supporting incentive and equity programs, and leveraging technology to improve compensation processes and decision-making. Support the design, implementation, administration, and communication of enterprise-wide compensation programs, including base salary structures, annual merit cycles, short-term incentive plans, and equity programs.
Sr Supply Chain Analyst / SAP IBP Business Process Owner Fresenius Medical Care AG & Co KGaASr Supply Chain Analyst / SAP IBP Business Process OwnerWaltham, MA$77,600–$116,375 / yearSupport in development of comprehensive implementation plan, includes capacity studies, studies for future state operations, detailed allocation plans, route and/or cross dock optimizations, customer or territory re-alignments and execution plan for each project. Job Summary: The SAP IBP Business Process Owner serves as the primary business superuser and functional expert responsible for SAP Integrated Business Planning (IBP) across the enterprise.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystBoston, MassachusettsOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Sr. Cost Analyst Judge GroupSr. Cost AnalystAndover (CDP), MA$110,000–$125,000 / yearEnsure compliance with SOX/internal control requirements, including cycle counts, WIP audits, and transaction integrity controls; remediate identified issues and support audits as needed. By providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes.
NewInvestment 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.
Investor Relations Analyst Dassault Systemes SEInvestor Relations AnalystWaltham, MARole Description & Responsibilities: As the Investor Relations Analyst, you will support Dassault Systèmes' Investor Relations team in maintaining strong, transparent relationships with the investment community. Qualifications: Experience in investor relations, consulting, investment banking (M&A, ECM, sector coverage), strategy consulting, transaction services, or a similar analytical role.
Client Relationship Analyst Morgan StanleyClient Relationship AnalystBoston, MA$66,500–$78,200 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
PWM Client Relationship Analyst Morgan StanleyPWM Client Relationship AnalystBoston, MA$15–$43.27 / hourMSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g.