Investment Jobs in Arlington, MA
MassMutual
Boston, MA
They will uphold the team’s governance framework working with cross-functional teams across MassMutual and its vendors to identify, document, communicate, and memorialize challenges and opportunities, improve processes, build strong relationships, and provide transparency into the overall health of these relationships. The Strategy and Governance team drives IM’s strategy forward, optimizing governance and decision-making processes, analyzes, and establishes common metrics, processes, and tools and supports key internal and external stakeholders in progressing the IM target operating model.
Berkeley Research Group, LLC
Boston, MA
Qualifications: A Bachelor’s degree in finance, accounting, or other related field of study; One to two years’ prior valuation experience is preferred, preferably with an accounting firm or national valuation firm; Progress toward an ASA designation or similar designation will be looked upon favorably. BRG Transaction and Valuation Opinions provides valuation services in support of i) transaction opinions (fairness and solvency opinions), ii) portfolio valuation iii) tax and financial reporting, iv) litigation and v) special situations (i.e. Restructuring / Bankruptcy support).
Soul Equity Solutions
$3 - $8 HOUR
Boston, MA
Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. Specific responsibilities include: Financial analysis: Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies.
CFA Institute
Boston, MA
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).#J-18808-Ljbffr Topics the Portfolio Advisor will discuss include an overview of the firm/investment organization; descriptions of multiple funds' investment approaches, portfolio positioning, and performance drivers; benefits/differences of an ETF vehicle; and views on capital markets and the economy.
Tbwa Chiat/Day Inc
$80000 - $100000 YEAR
Boston, MA
Senior Associates work on a variety of assignments, including taking substantial responsibility in performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities/derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes. Preparing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel.
Lighthouse Sign Co.
Boston, MA
While deep hands-on tool expertise is not the primary focus of this role, we welcome candidates with strong technical backgrounds, particularly those who have excelled in AI-focused consulting (e.g., BCG Gamma, McKinsey QuantumBlack, Bain Vector, Opera Solutions, or similar AI strategy groups). This role will focus on working portco leadership teams on developing GenAI roadmaps that identify where and how to apply GenAI, managing third-party AI vendors and experts to delivery on the high value use cases, and ensuring solutions align with each company’s strategic objectives.
Bank of America
Boston, MA
Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Tbwa Chiat/Day Inc
$80000 - $100000 YEAR
Braintree, MA
Senior Associates work on a variety of assignments, including taking substantial responsibility in performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities/derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes. Preparing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel.
Massachusetts Nonprofit Network
$77300 HOUR
Boston, MA
Three or more years of nonprofit office experience; Experience working in a BIPOC-led and -serving nonprofit; Some experience in grant life cycle management; Experience with general accounting and managing budgets; Strong project management skills including developing and maintaining project timelines and adherence to deadlines; Ability to be flexible and take initiative; Proficiency with MS Office suite; Knowledge in CRM (Salesforce), ERP (Sage Intacct), and expense management systems (Concur) is a plus; Ability to pay close attention to detail; Demonstrated skill in providing a high level of service to multiple clients, ideally in a nonprofit context; Ability to juggle multiple tasks and shifting priorities in a fast-paced work environment; Experience in an organization in transition is a plus (i.e. adjusting organization goals, new leadership, changing assignments); Experience working as part of a team delivering coordinated services is highly desirable; Superior written and verbal communication skills, with demonstrated diplomacy and tact; Good creative problem-solving skills; Commitment to the work of social and economic justice organizations. Finance – 25%Work with accounts payable and accounts receivable staff accountants to ensure timely and accurate processing of payables, receivables, deposits, and billing; Prepare monthly financial reports for PM or SPM review; Assist SSOs with general operating budget development and import to financial system; Assist SSOs and PMs with creation of forecasting reports and templates; Prepare adjusting journal entries and corresponding justifications; Manage a small portfolio of SSOs (1-2) which have fewer funding sources and/or less complex reporting requirements including analysis of expenses and preparing, reviewing and distributing monthly reports.
Calamos Investments
Boston, MA
The VP, Investment Consultant – RIA/Bank Trust/Family Office Channel (RIA Channel) will be responsible for generating new relationships and servicing existing RIA/Bank Trust/ Family Office firms that generally have greater than $750m in assets under management within the RIA/Bank Trust/Family Office territory. Develops and successfully executes upon a business plan for the RIA/Bank Trust/ Family Office Central territory that links Calamos’ goals to the goals and objectives of the RIA/Bank Trust/Family Office team.
East West Bank
$67000 YEAR
Boston, MA
Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Being the next generation Business Relationship Officer at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
Hercules Technology Growth Capital, Inc.
Boston, MA
Some of these responsibilities include evaluating technology companies, conducting financial analysis and business diligence on investments, deriving enterprise valuations for companies, and interacting with financial sponsors and management teams. Associates in the Technology Team collaborate with Principals, Vice Presidents, and Analysts to deliver on various business and financial analyses as our Managing Directors work to expand our investment portfolio.
Atrium Staffing
Boston, MA
The Investment Portfolio Compliance Manager's responsibilities include coding, monitoring, and maintaining client investment guidelines and partnering with investment professionals to resolve guideline exceptions. By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners.
Fidelity Investments Inc.
Boston, MA
You will play a significant role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies, optimized participant level portfolios, and unified managed household assets in retail and workplace accounts. Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity’s Portfolio Advisory Services and through Fidelity’s Wealth Management Advisory Services.
Orix Corporation USA
Boston, MA
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Work with the Fund Managers to prepare and maintain long-term projections of capital installments, tax credit and tax loss delivery, cash distributions, and update corresponding investor benefit schedules.
Atlantic Group
$120000 - $130000 YEAR
Boston, MA
Responsibilities as the Senior Analyst (Private Investment Services): Deal Lifecycle Management: Oversee all phases of the private deal lifecycle, including approval, pre/post-execution, and corporate actions. Experience: Minimum of 6 years managing private equity operations, including legal documentation, restriction tracking, trade execution, and corporate actions, with a focus on private fund structures.
Wellington Management Company
$65000 - $150000 YEAR
Boston, MA
We seek a skilled professional who combines private investing knowledge, strategic marketing experience, a client perspective, and a commercial lens to partner with product management, portfolio managers, legal & compliance, and our client services group to effectively position and communicate our private investing capabilities, approaches, and funds. Communications and BrandingInternal communications:Regularly socializing marketing activities to broader business partners including but not limited to press mentions, quarterly summaries, new content, quarterly measurement highlights, etc.
Massachusetts Nonprofit Network
$75000 - $90000 YEAR
Boston, MA
This position will oversee and optimize data management processes, manage receivable collection and tracking for secured gifts and commitments, drive our annual fundraising gala and signature events, and implement systems for enhancing pipeline development and donor stewardship in collaboration with TBF’s Development and Donor Services (DDS) team. The Development Officer will have a strong project management background and an ability to inspire internal and external stakeholders to partner with ACF in elevating the resources and connections needed to support Asian American and Pacific Islander (AAPI) communities across Massachusetts.