Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs 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.
Business Analyst - Process Design & Documentation AxelonBusiness Analyst - Process Design & DocumentationBoston, MAKeep the documentation set consistent in structure, template and terminology across the six workstreams: cash management, fund administration, monthly and quarterly reporting, compliance and waterfall, rating agency, and loan servicing and reconciliation. Work with workstream owners to map new and changed process flows end to end, including the split of activity between LMI and the fund administrator.
NewFinancial Analyst Vaco LLCFinancial AnalystBOSTON, MADetermining 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.
Analyst - Loan Operations AxelonAnalyst - Loan OperationsBoston, MAProcess daily loan servicing activity across the private credit portfolio, including agent notices, rate resets and rollovers, drawdowns and delayed draw activity, paydowns, PIK, and interest and fee accrual review. Effective collaborator who communicates clearly with team members, agent banks and the fund administrator, and who asks rather than assumes when something looks wrong.
Consultant (Private Credit Operations) AxelonConsultant (Private Credit Operations)Boston, MA$80–$110 / hourMinimum 10 years in private credit operations, loan operations, fund operations, or fund administration at an asset manager, alternative investment firm, insurance investment arm, or administrator. Produce operating procedures and playbooks across six workstreams: cash management, fund administration, monthly and quarterly reporting, compliance and waterfall, rating agency, and loan servicing and reconciliation.
Investment Analyst Investment Office Boston UniversityInvestment Analyst Investment OfficeBoston, MAThe salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training and internal pay comparison. In concert with colleagues, the Investment Analyst enhances and maintains the Investment Office's models and analytical tools using them to monitor portfolio performance, exposures, cash flow and liquidity.
Investment Analyst, Investment Office Boston UniversityInvestment Analyst, Investment OfficeBoston, MA$86,050–$114,750Full timeIn concert with colleagues, the Investment Analyst enhances and maintains the Investment Office’s models and analytical tools using them to monitor portfolio performance, exposures, cash flow and liquidity. Other duties including assisting in portfolio operations, administration, and performance reporting, as well as maintaining a database of key manager information and a comments-sharing database for relevant updates.
Investment Analyst (Boston, MA) Amherst CollegeInvestment Analyst (Boston, MA)Boston, MA$100,000–$110,000 / yearOver time, we expect the analyst will develop a broad range of responsibilities, including: Assisting team members with investment analysis, including research on investment organizations, people, investment strategies, and geographical markets, as well as specific companies and portfolios of companies, industries, and investment structures. Amherst has taken a leadership role among highly selective liberal arts colleges and universities in successfully diversifying the racial, socio-economic, and geographic profile of its student body.
Senior Investment Analyst (CFA required) Great GraySenior Investment Analyst (CFA required)Boston, MassachusettsThis individual will support the full breadth of the team’s responsibilities—spanning portfolio management, manager research, content development, and internal and external client support—with particular emphasis on advanced Excel skills and working knowledge of private markets. Lead the preparation and maintenance of complex, multi-tab Excel models supporting portfolio construction, quarterly rebalancing, de-risking processes, and target allocation analysis; advanced Excel proficiency is essential for this role.
Investment Analyst Wellington ManagementInvestment AnalystBoston, MassachusettsThe product management function has three main objectives: Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
Investment Analyst Wellington Management Company, LLPInvestment AnalystBoston, MAThe product management function has three main objectives: Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
Investment Analyst Program - January 2027 Class Cambridge AssociatesInvestment Analyst Program - January 2027 ClassBoston, MassachusettsBase salary range for this role: Pay Range Minimum: 80000 Pay Range Maximum: 87000 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Work as part of an investment team in one of three practice areas alongside Investment Directors and co-IAs to assess investment managers’ portfolios and support client requests and questions.
Investment Analyst Program - July 2027 Class Cambridge AssociatesInvestment Analyst Program - July 2027 ClassBoston, MassachusettsBase salary range for this role: Pay Range Minimum: 80000 Pay Range Maximum: 87000 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Work as part of an investment team in one of three practice areas alongside Investment Directors and co-IAs to assess investment managers’ portfolios and support client requests and questions.
Investment Analyst Wellington Management Company LLPInvestment AnalystBoston, MAThe product management function has three main objectives: Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
Investment Analyst - Equity Research Factory Mutual Insurance CoInvestment Analyst - Equity ResearchBoston, MAEstablished 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. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.
Portfolio Investment Analyst Daley and AssociatesPortfolio Investment AnalystBoston, MA$80,000–$100,000 / yearAdvanced proficiency with Microsoft Office tools, specifically Excel, is required; Pivot Tables and Macros ; experience with performance-measurement platforms such as FactSet or Bloomberg, and a track record of leveraging intelligent workflow and data-enrichment tools will set you apart. Strong verbal, written, and interpersonal skills are necessary to communicate and interact directly with a diverse group of Account Managers, clients and prospects, outside investment advisors, and other investment professionals.
Investment Analyst - Portfolio Construction Factory Mutual Insurance CoInvestment Analyst - Portfolio ConstructionBoston, MAIt 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.
Investments Analyst Shine Associates, LLCInvestments AnalystBoston, MA$105,000–$135,000 / yearThe firm invests throughout the United States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level operational enhancements as well as those with pricing advantages that arise from distressed, complex, and dislocated scenarios. CLIENT DESCRIPTION The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial real estate transactions where the conditions exist for compelling absolute returns over a short and medium duration.
Real Estate Investment Group - Financial Analyst Morgan StanleyReal Estate Investment Group - Financial AnalystBoston, MA$70,000–$100,000 / 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. The successful candidate will be a key member of REIG's Finance team and perform a variety of financial functions, including property level financings, the procurement and management of the property level insurance program, financial analysis, financial reporting, valuation, and ad-hoc reports.
Private Equity Investment Analyst Union Park CapitalPrivate Equity Investment AnalystBoston, MAFull timeAnalysts will cultivate long-term relationships with seasoned executives to conduct primary research and evaluate prospective industries – ultimately yielding high quality, proprietary deal flow for new platform investments and add-on acquisitions to portfolio companies. The investment strategy focuses on under-managed businesses in fragmented markets where we can partner with management teams to cultivate businesses through a combination of organic growth and careful strategic add-on acquisitions.