344 Results for

Investment Jobs in Boston, MA

Jobs

Boston, MA7 days ago

$125,000–$150,000

Kforce's leading organization is seeking an experienced Investment Tax Manager - ASC 740 professional to lead tax provision, compliance, and investment-related tax activities across a diversified portfolio. Oversee workflows across tax team members supporting various asset classes (fixed income, partnerships, derivatives, real estate) .

New!

Cambridge, MAToday

Due to growth, a new Tax Team has been established within our partner, a major University endowment, who is looking to hire a Senior Tax Analyst to join and help with both investment/tax strategy as well as research in support of the UniversityFinance department, reporting to the VP of Finance. If you enjoy solving complex tax questions, operating with autonomy, and helping build processes in a dynamic setting, this role offers a strong mix of visibility, challenge, and long-term career value.

Boston, Massachusetts7 days ago

2 or more years of relevant professional experience (commercial real estate investment sales, investment banking, acquisitions, asset management, portfolio/fund management, development, finance, or appraisal); experience across multiple real estate product types is preferred but not required. 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.

Chestnut Hill, MA28 days ago

$100,000–$110,000

This 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.

Boston, Massachusetts20 days ago

The 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.

Waltham, MA30+ days ago

$105,760–$152,000 Per Year

It 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.

Boston, Massachusetts30+ days ago

Base salary range for this role: Pay Range Minimum: 80000Pay Range Maximum: 88500In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. This will include: Conducting business and industry due diligence on private investment portfolios, building financial models, and supporting senior deal team members throughout the entire investment processes.

Boston, MA13 days ago

Utilize common analytical frameworks and develop unique analyses to assess hedge funds in terms of organization, investment strategy, performance, liquidity, fund terms, current portfolio positions, and other key attributes. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research including white papers exploring current topics of interest in the hedge fund industry.

Boston, MA30+ days ago

This will include: Conducting business and industry due diligence on private investment portfolios, building financial models, and supporting senior deal team members throughout the entire investment processes. Preparing for, and participating in, meetings with private equity fund executives, portfolio company executives, and other senior investment professionals both internal and external to Cambridge Associates.

Boston, MA30+ days ago

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. 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.

Boston, MA30+ days ago

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). Fixed Income Product Management ("FIPM") at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs.

Boston, Massachusetts7 days ago

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. 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.

Boston, MA14 days ago

$60,000–$120,000 Per Year

The 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.

Boston, Massachusetts8 days ago

Responsibilities include developing due diligence plans, reviews of managers’ documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO etc.), coordinating background checks, and preparing written analyses of managers’ business and operational capabilities and their risk management frameworks. BRM’s operational due diligence program involves a comprehensive review of investment manager processes and procedures pertaining to such key areas as operations, compliance, valuation, fund accounting, counterparty-risk management, technology and other support functions.

Cambridge, MA30+ days ago

As of September 30, 2025, BioMed Realty owns and operates high-quality life science real estate comprising more than 17 million square feet concentrated in leading innovation markets throughout the United States and the United Kingdom, including Boston/Cambridge, San Francisco, San Diego, Seattle, Boulder and Cambridge, U.K. In addition, BioMed Realty maintains a premier development platform with 1.5 million square feet of Class A properties in active construction to meet the demand of the life science and technology industries. BioMed Realty is seeking a dynamic, strategic, highly motivated Senior Analyst, Investments and Asset Management to provide analytical and decision support, including investment underwriting and financial analysis across acquisitions, dispositions, development, redevelopment, leasing, and restructurings, as well as transactional due diligence for potential real estate investment opportunities, management of existing assets, and identification of creative growth opportunities.

Boston, MA30+ days ago

$70,000–$100,000 Per Year

KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. The Senior Analyst will play a pivotal role in supporting the Fund Accounting and Controllership teams during monthly and quarterly closing, ensuring the accuracy and integrity of financial reporting.

Boston, MA15 days ago

$23–$24 Per Hour

Keywords: 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.

Boston, Massachusetts30+ days ago

This role requires frequent collaboration with other internal operations and investment teams and external service providers (e.g., fund accounting agent, outsourced middle and back-office service providers, and custodians).Job Description: Base salary range for this role: Pay Range Minimum: 63700Pay Range Maximum: 82800In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.

Boston, MA14 days ago

$107,700–$141,300 Per Year

You will combine market insight, analytical rigor, and strong communication skills to help scale one of MassMutual's most strategic growth areas: Serve as a subject matter expert on structured investments, communicating relative value and market opportunities to advisors and internal partners. As a Structured Investment Product Analyst you will work closely with a variety of internal and external stakeholders-including fund sponsors, alternative fintech platforms, operations teams, and financial advisors-to support a broad range of alternative investment offerings.

Newton, MA30+ days ago

$30–$36 Per Hour

We 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.

Boston, MA30+ days ago

$35–$45 Per Hour

Build 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.

Boston, MA30+ days ago

$30–$40 Per Hour

The 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.

Boston, MA30+ days ago

$35–$45 Per Hour

We 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.

Boston, MA30+ days ago

$35–$45 Per Hour

Build 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.

Boston, MA30+ days ago

$110,000–$120,000 Per Year

The Investment Banking Analyst will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on healthcare. Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.

Boston, MA14 days ago

$107,700–$141,300 Per Year

As an Alternative Investments Product Analyst you will work closely with a variety of internal and external stakeholders-including fund sponsors, alternative fintech platforms, operations teams, and financial advisors-to support a broad range of alternative investment offerings. Key Responsibilities include, but are not limited to: Assist financial advisors with the implementation of alternative investments, including private equity, private credit, hedge funds, exchange funds, and other specialized offerings as part of broader client portfolios.

Boston, MA7 days ago

Responsibilities include developing due diligence plans, reviews of managers' documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO etc.), coordinating background checks, and preparing written analyses of managers' business and operational capabilities and their risk management frameworks. BRM's operational due diligence program involves a comprehensive review of investment manager processes and procedures pertaining to such key areas as operations, compliance, valuation, fund accounting, counterparty-risk management, technology and other support functions.

Massachusetts30+ days ago

$120,000–$140,000 Per Year

Formal education is flexible; candidates with advanced graduate degrees in Finance, Economics, Data Science, Engineering, Medicine, or life-sciences–related fields are common, but equivalent skills and experience are equally valued. This role is a key contributor to the Stock Selector Equity team, supporting the research, enhancement, and development of systematic investment strategies and innovative stock-selection models within the Equity Investment group.

Boston, MA21 days ago

$120,000–$170,000 Per Year

PlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. You'll partner closely with Portfolio Management, Design & Construction, Sales, and other stakeholders to gather market insights, evaluate investment opportunities, and build compelling, data‑driven business cases that support strategic decision‑making.

Boston, Massachusetts7 days ago

A trusted advisor, the group combines extensive market capabilities with in-depth industry knowledge to help clients maximize shareholder value across a variety of verticals, including Broadband, Data Centers, Towers & Wireless Infrastructure, Digital Infrastructure Services, Communication Software and Satellite. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.

Boston, MA14 days ago

$67,400–$88,400 Per Year

The Impact: As an Investment Operations Analyst, you will work closely with a variety of internal and external stakeholders, including internal operations, legal, compliance, external venders, fintech platforms, and financial advisors on a comprehensive range of offerings. As an Investments Operations Analyst on the Alternative Investments Product team, you'll support a growing range of offerings, such as private placements, interval funds, and tax-efficient strategies.

New!

Massachusetts2 days ago

MA12 days ago

Remote

$66,740–$94,800 Per Year

This role assists the daily execution of report preparation, data input validation, aggregation, and delivery across assigned reporting channels - including operational, trust, client, board, executive, performance, internal, investor, plan-level, and ad hoc reports. The Analyst, Investment Reporting Operations is a developing reporting professional responsible for assisting the production and quality assurance of investment reporting outputs under the direction of a Director or Senior Analyst.

Boston, MA30+ days ago

This role requires frequent collaboration with other internal operations and investment teams and external service providers (e.g., fund accounting agent, outsourced middle and back-office service providers, and custodians). Prepare and instruct cash wires for the purpose of private investment capital calls, alternative asset subscriptions, manager and service provider invoices, client withdrawals, FX transactions.

Boston, MA30+ days ago

$120,000–$160,000 Per Year

KKR seeks to recruit an Assistant Vice President overseeing the Investment Operations teams that support KKR Insurance's $80B real estate portfolio, which includes commercial mortgages, residential mortgages, commercial real estate equity, and residential equity. analysts and analysts responsible for asset set up for new securities and structured transactions - coordinate with Portfolio Management team to (ii) understand new structures and (ii) build-out infrastructure to support new structures in KKR's Investment Management Platforms (LMS, Geneva, etc).

Boston, MA20 days ago

With 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. Collaborate with Portfolio Managers, Traders, and other investment analysts to maintain a One Team/One Portfolio approach to investment decision-making, leveraging diverse perspectives to identify and pursue investment opportunities that align with overall portfolio objectives.

Boston, MA30+ days ago

$166,000–$200,000 Per Year

We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Working alongside portfolio managers and research analysts, the successful candidate will combine superior technical and problem-solving skills with a deep understanding of the securities industry to support idea generation, portfolio construction and risk management processes.

Boston, MA29 days ago

$170,000–$175,000 Per Year

Working with Managing Directors, Vice Presidents, Associates within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop new business ideas, pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives. You will thrive in this role through your ability to work on multiple projects and transactions concurrently, and you will work directly with senior professionals supporting acquisitions, leveraged buyouts, dividend recapitalizations, restructurings, refinancings, and equity raises.

New!

Boston, Massachusetts5 days ago

MA30+ days ago

Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. Produce high-quality investment banking deliverables used to train and evaluate AI systems, including: Valuation analyses (DCF, trading comps, precedent transactions).

Boston, Massachusetts14 days ago

This 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.

Boston, MA30+ days ago

$145,000–$218,500 Per Year

Familiarity with major investment platforms (e.g., Calypso, Murex, Charles River, Bloomberg, Tradeweb, MarketAxess) Strong knowledge of derivative investment workflows and investment asset classes (i.e. equity options, IRS, CDX, FX derivatives, total return swaps) in areas of trading, portfolio management, compliance, and investment data. Manager combines deep subject-matter expertise of derivatives with strong leadership and project execution skills to ensure delivery excellence across systems and platforms used by portfolio managers, investment analysts, traders, and compliance professionals.

Boston, MA30+ days ago

$70,000–$100,000 Per Year

The associate will support the full Relative Return platform, while partnering most closely with the team's investment analysts and credit strategists, translating market data and research into actionable insights that inform sector and industry allocation, security selection, and risk positioning. Based primarily in Boston, Massachusetts, the team benefits from close collaboration with Loomis Sayles' centralized research, trading, and risk resources, fostering a highly analytical and team-oriented investment culture.

Boston, MA13 days ago

$108,000–$216,000 Per Year

This 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.

Boston, MA30+ days ago

$95,000–$115,000 Per Year

The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm's Investment Banking Diversified Industrials Group in our Boston, MA office.

Boston, MA30+ days ago

$79,000–$113,000 Per Year

Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps. The Investment Product Competitive Analysis Lead Analyst plays a key role in shaping MFS's competitive positioning by uncovering competitive advantages and risks, defining market trends, and identifying growth opportunities.

Boston, Massachusetts30+ days ago

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. 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.

New!

BOSTON, MA2 days ago

The role involves working closely with business stakeholders, product teams, and AI/engineering teams to drive requirements for next-generation AI-enabled banking solutions. Engage with business stakeholders to gather, analyze, and document requirements for investment banking platforms and AI-driven use cases.

Boston, MA30+ days ago

With 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. Dedicated to the Direct Lending strategy, this Senior Analyst will have responsibilities that provide for significant ownership of the end-to-end private credit investment process including sourcing, underwriting and ongoing portfolio monitoring of private loans.

Boston, MA29 days ago

$180,215–$286,832 Per Year

Responsibilities Day to day your role includes: Leadership Provide business leadership, guidance, and input as it relates to staffing, contracts and statements of work, health of the account, and client growth (i.e. new solutions) Partner with the marketplace, build relationships, lead agency partnership, and support channel negotiations as needed Establish and maintain strong partnerships with relevant media partners in the media ecosystem (i.e. Google, Facebook, Amazon, etc.) Oversee the work of multiple channel specialists, managing workflow, QA process, providing strategic guidance and oversight and ensuring operational excellence across all stages of tactical planning and buying Serve as a central point of contact for clients and internal teams for the client investment portfolio. Provide thought leadership on media marketplace evolution, ensuring delivery of strong point of view and industry knowledge Manage and maintain relationships with internal practice leads and full investment team Be a leader through strength and stability -- functioning as a point of escalation for clients and team members as needed.

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Investment Jobs in Boston, MA

Investment Tax Manager - ASC 740 Kforce Inc.

Senior Tax Analyst ProPivotal

Real Estate Investment Analyst Fidelity

Investments Analyst WS Development

Investment Analyst Wellington Management

Investment Analyst - Portfolio Construction Factory Mutual Insurance Co

Investment Analyst, Secondaries Cambridge Associates

Investment Analyst, Hedge Funds Cambridge Associates Private Clients

Investment Analyst, Secondaries Cambridge Associates Private Clients

Associate Investment Analyst, Equities Factory Mutual Insurance Co

Investment Analyst Wellington Management Company LLP

Quantitative Investment Analyst Fidelity

Investment Analyst Ascensus LLC

Investment Analyst, Business Risk Analyst Cambridge Associates

Senior Analyst, Investments & Asset Management BioMed Realty LP

Investment Operations Senior Analyst KKR & Co Inc

Investment Trade Operations Analyst Daley and Associates

Analyst, Investment Operations – Treasury Cambridge Associates

Structured Investment Product Analyst Massachusetts Mutual Life Insurance Company

Investment Operations Analyst (Cash Focus) Daley and Associates

Investment Operations Analyst Daley and Associates

Investment Product Reporting Analyst Daley and Associates

Senior Investment Operations Analyst Daley and Associates

Senior Investment Operations Analyst – Reconciliations & Trade Support Daley and Associates

Investment Banking Analyst Corporate Finance - Healthcare Services Citizens Financial Group Inc

Alternative Investments Product Analyst Massachusetts Mutual Life Insurance Company

Investment Analyst, Business Risk Analyst Cambridge Associates Private Clients

Analyst, Equity Investments PanAgora Asset Management

Global Hyperscale Team - Investments - Senior Analyst Digital Realty Trust Inc

Investment Banking Senior Analyst | Technology (Digital Infrastructure) Houlihan Lokey

Investment Operations Analyst, Alternatives Massachusetts Mutual Life Insurance Company

Senior Manager, Product Development Analyst, Wealth Product & Investment Performance Fidelity

Analyst, Investment Reporting Operations (open to remote) Reinsurance Group of America Inc

Analyst, Investment Operations - Treasury Cambridge Associates Private Clients

AVP, Investment Operations KKR & Co Inc

Fixed Income Research Associate - Liberty Mutual Investments Liberty Mutual Holding Company Inc

Senior Quantitative Analyst (Putnam Investments) Franklin Resources Inc

Associate I Corporate Finance (Investment Banking) Citizens Financial Group Inc

Director, Strategic Consulting & Investment Decisioning Fidelity

Contract Investment Banker (Generative AI - Finance) S&P Global Inc

Lead Investment Data Analyst Marsh McLennan

Sr. Manager, Investment & Operations Technology MFS Investment Management, Inc

Investment Associate - Relative Return Loomis, Sayles & Company, L.P.

Lead Investment Data Analyst Marsh & McLennan Companies Inc

Experienced Investment Banking Analyst, Diversified Industrials D.A. Davidson & Co.

Investment Product Competitive Analysis Lead Analyst MFS Investment Management, Inc

IBOR Business Systems Analyst - Investment Management Technology MassMutual

BA Investment Banking Agentic AI experience Yantran LLC

Senior Analyst, Direct Lending - Liberty Mutual Investments Liberty Mutual Holding Company Inc

Senior Vice President, Media Investment Publicis Groupe SA

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