Investment & Development Analyst The Procopio Companies + BriaInvestment & Development AnalystMiddleton, MassachusettsSuccessful candidates should expect to spend several years mastering the analyst role, developing deep expertise in underwriting, development, and investment execution before progressing into more senior acquisitions and development responsibilities. The Investment & Development Analyst will report directly to the Senior Vice President of Investments and work closely with leaders across acquisitions, development, construction, asset management, and property management.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystNH$107,060–$159,390 / yearThe Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption.
Analyst, Alternative Investments Shareholder Reporting FidelityAnalyst, Alternative Investments Shareholder ReportingMerrimack, New HampshireRemoteInvestment Operations 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
Alternative 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.
NewInvestment Implementation Specialist Ledyard National BankInvestment Implementation SpecialistConcord, NHIf you have 4-6+ years of experience in portfolio implementation, trading support, or investment operations, a passion for data-driven decision-making, and a desire to help shape and grow a high-performing investment platform, we invite you to join a collaborative organization where innovation, fiduciary excellence, and client service are at the heart of everything we do. As a key member of our Wealth Management team, you will partner with portfolio managers and operations professionals to execute investment decisions, oversee portfolio integrity, enhance investment systems and workflows, and help ensure exceptional outcomes for clients.
Director, Derivatives and Liquid Alternative Investments Product Manager FidelityDirector, Derivatives and Liquid Alternative Investments Product ManagerMerrimack, New HampshireRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Investment & Asset Operations Coordinator Daley and AssociatesInvestment & Asset Operations CoordinatorSalem, NH$85,000–$150,000 / yearThis individual should bring strong client-facing exposure from a bank, family office, law firm, or trust company and be comfortable serving as a key point of contact on complex investment and asset-related matters. We are looking for a five-plus-year professional coming out of a trust operations environment with specialized experience in investment operations, securities processing, and alternative assets.
Investment Management Consultant II - Merrimack FidelityInvestment Management Consultant II - MerrimackMerrimack, New HampshireRemoteSales 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. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
Sr. Manager, Alternative Investments Limited Partnership Shareholder Reporting FidelitySr. Manager, Alternative Investments Limited Partnership Shareholder ReportingMerrimack, New HampshireRemoteInvestment Operations 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
Manager, Alternative Investments Shareholder Reporting FidelityManager, Alternative Investments Shareholder ReportingMerrimack, New HampshireRemoteInvestment Operations 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
Senior Manager, Alternative Investments Shareholder Reporting FidelitySenior Manager, Alternative Investments Shareholder ReportingMerrimack, New HampshireRemoteInvestment Operations 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
NewInvestment & Asset Operations Subject Matter Expert Jasurda GroupInvestment & Asset Operations Subject Matter ExpertSalem, New HampshireYou will serve as the internal expert and escalation point for securities processing, alternative investments, and asset data integrity. A New Hampshire-chartered private trust company managing complex wealth for high-net-worth families and individuals.
Investment Consultant Lynnfield, MA The Charles Schwab CorpInvestment Consultant Lynnfield, MALynnfield, MAYoull learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
Director Investment COE FidelityDirector Investment COEMerrimack, New HampshireRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewSenior Strategic Finance Analyst ALKUSenior Strategic Finance AnalystAndover, MassachusettsBuild and own ALKU's most complex financial models: long-range plans, scenario/sensitivity analyses, returns frameworks, and unit economics models (revenue modeling, GP per contractor, contribution margin by practice). Design and build bespoke financial models to evaluate strategic scenarios: organic growth investments, new practice launches, hiring plan, geographic expansion, pricing changes, and operating model shifts.
NewSenior Strategic Finance Analyst ALKU Technologies LLCSenior Strategic Finance AnalystAndover, MA$110,000–$150,000 / yearBuild and own ALKU''s most complex financial models: long-range plans, scenario/sensitivity analyses, returns frameworks, and unit economics models (revenue modeling, GP per contractor, contribution margin by practice). Design and build bespoke financial models to evaluate strategic scenarios: organic growth investments, new practice launches, hiring plan, geographic expansion, pricing changes, and operating model shifts.
Analyst, Real Estate Shareholder Reporting FidelityAnalyst, Real Estate Shareholder ReportingMerrimack, New HampshireRemoteInvestment Operations 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. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk & Business Operations.