Fidelity InvestmentsNewPrincipal Business Analyst, Private Markets Fidelity InvestmentsPrincipal Business Analyst, Private MarketsPelham, NHThese services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity. Product ManagementPlease 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.
Living TalentNewEquity Trading | Sr. SW Developer | Investment Management | Hybrid in NYC Living TalentEquity Trading | Sr. SW Developer | Investment Management | Hybrid in NYCBoston, MAProvide architectural direction aligned with future‑state platforms. Influence architecture and delivery across EMS centric trading workflows.
Vaco LLCNewClient Services Analyst – Fund Accounting Vaco LLCClient Services Analyst – Fund AccountingBoston, MA$29–$29.68Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLCNewInvestor Relations Analyst Vaco LLCInvestor Relations AnalystBoston, MA$80,000–$95,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLCNewFinancial Analyst - SAP Vaco LLCFinancial Analyst - SAPDracut, MA$100,000–$130,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Berkeley Research Group, LLCNewSenior Financial Analyst Berkeley Research Group, LLCSenior Financial AnalystBoston, MA$80,000–$135,000 / yearComprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition.
Vaco LLCNewInvestor Relations Vaco LLCInvestor RelationsBoston, MA$80,000–$95,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
MindlanceBusiness Program Manager (BFSI) MindlanceBusiness Program Manager (BFSI)Boston, MA$80–$82 / hourAs the Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Based on complexity assessment and with guidance on each project, refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Accountable for meeting all business requirements from development through implementation. Proven success in delivering projects on time, within budget, and to scope Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills Project Management Professional (PMP) certification or equivalent.
Fidelity InvestmentsDigital Assets Risk Manager - Crypto & Blockchain Fidelity InvestmentsDigital Assets Risk Manager - Crypto & BlockchainWoonsocket, RI$80,000–$153,000Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. 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.
Company ConfidentialSEC Reporting Analyst Company ConfidentialSEC Reporting AnalystBoston, MAFull timeDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Ascensus LLCNewInvestment Analyst Ascensus LLCInvestment AnalystNewton, MA$60,000–$120,000 / yearThe Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the "Committee"); and (iii) providing analytic support to the Committee. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Factory Mutual Insurance CoInvestment Analyst - Portfolio Construction Factory Mutual Insurance CoInvestment Analyst - Portfolio ConstructionWaltham, MA$105,760–$152,000 / yearIt would require helping build and produce risk and exposure reports, conducting market and portfolio research, delivering analytics driven insights that inform risks and positioning across the portfolio. Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners.
WS DevelopmentInvestments Analyst WS DevelopmentInvestments AnalystChestnut Hill, MA$100,000–$110,000This individual may spend one day analyzing financial statements and developing a financial model, the next day working with internal teams to gather information to present to lenders/investors, the next day performing a market analysis for a new transaction, and another day analyzing leases or loan documents to summarize various requirements, controls, etc. Additional responsibilities involve underwriting and due diligence of potential capital transaction (acquisitions, dispositions, recapitalizations, etc.) including, but not limited to advanced financial modeling, responding to requests for information, preparing cash flow analyses and other special projects, as assigned.
TM Capital CorpSenior Investment Banking Financial Analyst TM Capital CorpSenior Investment Banking Financial AnalystBoston, MAThis position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations.
Massachusetts Mutual Life Insurance CompanyRisk Management Business Systems Analyst - Investment Management Technology Massachusetts Mutual Life Insurance CompanyRisk Management Business Systems Analyst - Investment Management TechnologyBoston, MAAbility 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 specificationsAbility to quickly learn new technologies and platformsAbility to adhere to project schedules and meet deadlines in the execution of job responsibilitiesSoft SkillsSelf-managed and motivated individual with strong leadership skills. This 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.
Daley and AssociatesNewInvestment Trade Operations Analyst Daley and AssociatesInvestment Trade Operations AnalystBoston, MA$23–$24 / hourKeywords: entry level, bachelor’s degree, finance, investment operations analyst, investment accounting analyst, portfolio accounting analyst, portfolio operations analyst, trade operations. We are currently seeking candidates for multiple opportunities as an Investment Trade Operations Analyst at a global asset management company with a location in Downtown Boston, MA, 02110.
M2WNewFinancial Analyst / Investment Operations Analyst M2WFinancial Analyst / Investment Operations AnalystBoston, MA$45–$65M2W, Inc. is a nationwide experiential marketing and brand engagement agency that helps leading brands connect with consumers through innovative field marketing, event activations, product sampling, brand ambassador programs, and strategic promotional campaigns. Working closely with leadership and cross-functional teams, the Financial Analyst will provide high-quality data, analysis, and strategic insights that support company-wide initiatives.
Daley and AssociatesInvestment Operations Analyst Daley and AssociatesInvestment Operations AnalystBoston, MA$35–$45 / hourBuild and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or the financial services industry.
Daley and AssociatesSenior Investment Operations Analyst – Reconciliations & Trade Support Daley and AssociatesSenior Investment Operations Analyst – Reconciliations & Trade SupportBoston, MA$35–$45 / hourBuild and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments. Support the upkeep of securities data, including maintaining accurate security characteristics and market prices for reliable appraisal valuations and performance measurements.
Alantra Partners SAM&A - Investment Banking - Analyst Alantra Partners SAM&A - Investment Banking - Analystboston, MAAlantra'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. Its Investment Banking division employs over 500 highly talented and experienced professionals spread across 24 offices in 20 countries, providing independent advice on M&A, capital raising, financial restructuring, credit portfolio, and capital markets transactions.
Daley and AssociatesInvestment Product Reporting Analyst Daley and AssociatesInvestment Product Reporting AnalystBoston, MA$30–$40 / hourThe Investment Product Reporting Analyst will work collaboratively with Product Reporting and Client Operation teams and will produce, update, and maintain product-related marketing materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal candidate will have 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
Jefferies Financial Group IncInvestment Banking Analyst or Associate- Boston Office Jefferies Financial Group IncInvestment Banking Analyst or Associate- Boston OfficeBoston, MA$110,000–$225,000 / yearPOSITION DESCRIPTION: Jefferies is seeking an Analyst or Associate to lead transactions in a highly active capital markets environment - this team executes the full suite of investment banking services including M&A (predominately sell-side), debt financings utilizing Jefferies committed syndicated and direct lending capabilities, and equity capital markets transactions including IPOs, follow-on and growth raises. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
Daley and AssociatesSenior Investment Operations Analyst Daley and AssociatesSenior Investment Operations AnalystBoston, MA$35–$45 / hourWe are seeking candidates for a Senior Investment Operations Analyst role with a highly successful investment management firm based in Boston, MA. This position is responsible for researching and resolving discrepancies between the firm’s records and those of client custodians, prime brokers, and accounting agents.
Daley and AssociatesInvestment Operations Analyst (Cash Focus) Daley and AssociatesInvestment Operations Analyst (Cash Focus)Newton, MA$30–$36 / hourWe are seeking candidates for an Investment Operations Analyst (Cash Focus) position with a highly successful investment management firm located just outside of Boston, MA. Partner with internal teams (onshore and offshore) and external counterparties to ensure accurate and timely contributions, withdrawals, and other cash movements.
G MASSAlternative Investments Operations Analyst G MASSAlternative Investments Operations AnalystAndover, MA$50,000–$70,000Responsibilities: Oversee the timely settlement and day-to-day operational management of private debt and private equity investments, supporting the full transaction lifecycle across deal facilitation, settlement processing, income accounting and cash wire controls. The successful candidate will work closely with investment teams, fund administrators and external counterparties to ensure accurate and timely operational support, while also contributing to process improvements, control enhancements and the continued development of the alternatives operations function.
Partners Capital Investment Group LLPInvestment Principal, Public Markets Partners Capital Investment Group LLPInvestment Principal, Public MarketsBoston, MA$160,000–$220,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Brown Advisory IncPortfolio Analyst Brown Advisory IncPortfolio AnalystBoston, MA$85,000–$100,000 / yearSpecific qualifications for the Portfolio Analyst position include: • 2-4 years of experience required • Strong quantitative, analytical, and interpersonal skills • Bachelor's degree in Finance, Economics, Business Administration, Accounting or related subject • Proficiency in Microsoft Office Suite (especially Excel); Charles River and APX strongly preferred • Ability to multi-task and establish priorities • Ability to handle confidential material with utmost discretion • A passion for financial markets • Progress towards or completion of MBA, CFA, and/or Equity Analyst experience preferred • Ability to work in the Boston office • Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B, O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C. Brown Advisory's Boston office is seeking a proactive and professional individual to serve as a Portfolio Analyst.
Income Research ManagementInvestment Actuary Income Research ManagementInvestment ActuaryBoston, MA$150,000–$200,000 / yearProvide actuarial and investment expertise in cross-functional development of regular and ad-hoc communications collateral, including market commentary, thematic monitors, thought leadership, specialized reporting and custom presentation materials. This role partners closely with Portfolio Managers and Client Teams, providing advanced expertise in actuarial modeling, asset–liability analysis, risk quantification, and investment solution design support.
Liberty Mutual Holding Company IncJunior Credit Portfolio Manager - Liberty Mutual Investments Liberty Mutual Holding Company IncJunior Credit Portfolio Manager - Liberty Mutual InvestmentsBoston, MAWith deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation.
Boston UniversityDIRECTOR OF INVESTMENTS, Investment Office Boston UniversityDIRECTOR OF INVESTMENTS, Investment OfficeBOSTON, MA$350,000–$750,000This new hire will be a key senior member of the team, expected to work closely with the most-Privates-oriented Investment Director to affect a smooth transfer of responsibilities and relationships over the next 12-18 months, while also pro-actively contributing to generalist investment activities. The University’s 17 schools and colleges span a broad range of disciplines across the Charles River, Fenway, and Medical Campuses, as well as a global network of study abroad programs in more than 30 cities worldwide.
Rockland TrustPortfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAFull timeAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Northern TrustInvestment Associate Northern TrustInvestment AssociateBoston, MAFull timeThe Investment Associate will work closely with Portfolio Advisors to deliver a consistently high level of proactive client service, and is expected to perform the following duties: Directly support the Portfolio Advisors in their efforts to provide a world-class wealth management experience to their clients. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Loomis, Sayles & Company, L.P.Investment Director, Intermediary Channel (Growth Equity Strategies) Loomis, Sayles & Company, L.P.Investment Director, Intermediary Channel (Growth Equity Strategies)boston, MA$180,000–$260,000 / yearBachelor\u2019s degree, with MBA preferred CFA required 10+ years of financial services experience Deep knowledge of equity markets and investment products Strong understanding of intermediary channel and business development Excellent communication skills Effective writing and editing skills Strong interpersonal skills and a positive demeanor Investment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc.) Ability to handle competing priorities May travel 50%+. About the Role The Investment Director Growth Equity Strategies (GES) will act as key GES liaison and subject matter expertise for Loomis Sayles\u2019 US-based wholesale/retail distribution efforts.
McKinsey & Co IncClient Development Specialist - Holistic Investment Thesis McKinsey & Co IncClient Development Specialist - Holistic Investment ThesisBoston, MAYou will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices. • Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).
Wellington Management Company LLPFixed Income Product - Investment Director - Emerging Markets Wellington Management Company LLPFixed Income Product - Investment Director - Emerging MarketsBoston, MAContribute to the growth of the Fixed Income business by engaging with clients, prospects, and consultants; Assess business opportunities, and develop products and solutions where there is high potential; Create and implement marketing strategy, marketing materials, and investment guidelines; Represent portfolio managers and explain investment processes and portfolios to audiences that range widely in sophistication levels; Educate and consult with internal colleagues, clients and consultants on markets and portfolios; Differentiate and position strategies relative to those of competitors; Develop close working relationships with Business Development & Relationship Management colleagues. Strong business judgment; Excellent quantitative and problem-solving skills, and ability to synthesize risk and perform attribution analysis; The ability to work independently and in a team environment, and to manage multiple priorities; Creativity, attention to detail and leadership skills; The willingness to develop knowledge of non-traditional instruments and complex investment strategies; A willingness to travel.
Reinsurance Group of America IncNewVP, Investments Compliance Operations (open to remote) Reinsurance Group of America IncVP, Investments Compliance Operations (open to remote)MARemote$180,220–$268,400 / yearServe as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.
Cambridge Associates Private ClientsNewSenior Investment Director Cambridge Associates Private ClientsSenior Investment DirectorBoston, MAOur worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. Today the firm delivers a range of services across asset classes, including investment advising, discretionary portfolio management, research and investment.
Marchon PartnersQuality Assurance Engineer (Investment and Trading) Marchon PartnersQuality Assurance Engineer (Investment and Trading)Boston, MA$68–$74 / hourThe Quality Assurance Engineer (Investment and Trading) is a member of the Global information Technology team responsible for validating end-to-end trading systems workflows. Perform peer reviews of testing artifacts and demonstrate to the technology team and business participants their test results, evidence, and related analysis.
Massachusetts Mutual Life Insurance CompanyInvestment Accounting Manager - Strategic Programs Massachusetts Mutual Life Insurance CompanyInvestment Accounting Manager - Strategic ProgramsBoston, MA$128,000–$168,000 / yearAs a senior accounting associate, you will be an experienced accounting professional who wants to work with a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment and corporate subsidiaries accounting activities. MassMutual is seeking a candidate to plan and lead the execution of various strategic programs across the Investments and Corporate subsidiaries teams, which entails ensuring proper design, implement and test of new systems and processes to achieve data quality and operational efficiencies.
UKGLead Financial Analyst UKGLead Financial AnalystLowell, MA$102,300–$130,000 / yearPartner with cross functional teams in the design, development, testing and implementation activities relating to reporting and system enhancements while identifying opportunities for improvement in efficiency and effectiveness of business operations. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched.
JobotSenior Financial Analyst JobotSenior Financial AnalystCambridge, MA$90,000–$110,000Full timeCross-functional Collaboration: Work cross-functionally with Finance, Accounting, Sales Operations, Product Management, Operations, and senior management to synthesize information, gain alignment, and stay up to date on emerging trends and developments. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Liberty Mutual Holding Company IncPrincipal Front Office Engineer, Multi-Asset Risk Solutions - Investments Technology Liberty Mutual Holding Company IncPrincipal Front Office Engineer, Multi-Asset Risk Solutions - Investments TechnologyBoston, MAWith over $100 billion in AUM and staffed with 300+ investment, finance and operations professionals located in Boston, MA., Liberty Mutual Investments offers the best of both worlds; the look and feel of a boutique investment firm, and the reputation and financial strength of a Fortune 100 company. As a Principal Front-Office Engineer, you will serve as the technical lead embedded within the Risk team, driving design and implementation of small-scale applications and proof of concepts that will improve risk analysis, develop AI-enabled workflows, and enhance reporting systems & processes.
TeradyneNewSenior FP&A Analyst (Teradyne, N. Reading MA) TeradyneSenior FP&A Analyst (Teradyne, N. Reading MA)North Reading, MA$109,000–$174,400 / yearThis role provides financial insight, drives disciplined investment choices, and strengthens business performance through data-driven insights and scalable tools. This position combines strong financial planning and analysis (FP&A) expertise with modern data and AI-driven approaches to improve forecasting accuracy, automate processes, and enhance visibility into business performance.
Alantra Partners SAInvestment Banking Associate Alantra Partners SAInvestment Banking Associateboston, MAStrong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needsSolid finance/accounting knowledge; ability to analyze and value businessesExperience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentationsSound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensivelyExceptional interpersonal and presentation skillsOutstanding written and oral communication skillsExcellent analytical, creative, and strategic thinking skillsTeam player mentality combined with the ability to work independentlyStrong organization skills with ability to multi-task and prioritize deliverablesAdvanced Microsoft Office suite skills; Expert in Excel and PowerPointFINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employmentLocation: New York, NYStart Date: ImmediateBase compensation band: $130,000 (Min) - $180,000 (Max). In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital).
Daley and AssociatesFixed Income Reporting Analyst Daley and AssociatesFixed Income Reporting AnalystBoston, MA$30–$40 / hourResponsibilities:Produce recurring client and marketing materials including institutional fact sheets, investment profiles, product summaries, client letters, and generic marketing presentations. Demonstrated ability to manage multiple concurrent assignments and consistently deliver high-quality work under strict, competing deadlines driven by clients, prospects, and consultants.
Wellington Management Company LLPProduct Reporting Analyst Wellington Management Company LLPProduct Reporting AnalystBoston, MADevelop an expertise in an assigned suite of approaches to effectively develop and deliver product-level content in client reporting; this includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc. 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).
Waters CorporationPrincipal Financial Analyst Waters CorporationPrincipal Financial AnalystMilford, MassachusettsWe collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. Overview: The Principal Financial Analyst reports to the Director of Finance, Analytical Science Division Global FP&A, and will partner closely with the Commercial Excellence and Marketing organization to drive sustainable growth, commercial effectiveness, and ROI on strategic investments.
Vestmark, Inc.Quantitative Analyst Vestmark, Inc.Quantitative AnalystWakefield, MARemote$90,000–$95,000 / yearAs we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Quantitative Analyst to work as a member of the Quantitative Portfolio Management team to implement personalized direct indexing strategies, assist Portfolio Managers in the day-to-day management of portfolios, and support analytical and operational needs of the investment management team. In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
JPMorgan Chase & Co2027 Commercial & Specialized Industries Summer Analyst Program JPMorgan Chase & Co2027 Commercial & Specialized Industries Summer Analyst ProgramBoston, MAYou'll make an impact by: • Working on financial models to support financing transactions • Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) • Learning how to identify treasury product solutions to benefit clients' long-term planning • Collaborating with deal teams regarding business development strategy, including the identification of potential prospects • Developing an understanding of the full breadth of J.P. Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Daley and AssociatesPortfolio Accounting Analyst Daley and AssociatesPortfolio Accounting AnalystBoston, MA$40–$45 / hourKey words: Fund Accountant, investment operations, asset reconciliation, trade operations, foreign exchange, trade reconciliation, trade settlement, fund administration, swap, portfolio accountant, portfolio accounting analyst, custodian bank. The ideal candidate will have a minimum of 2+ years of experience in custody/trade operations and/or fund accounting in the financial services and/or asset management industry(s) and have strong reconciliation skills.