Investment Jobs in Burlington, MA
Up Closets of Charleston
Boston, MA
The role involves marketing presentation creation, ongoing investor reporting, and the development of marketing and communication materials to effectively convey key performance data and messaging to both prospective and current investors within the Audax Private Equity fund strategies. Support all stages of the marketing and fundraising cycle, including fund concept development, documentation preparation, launch, roadshow presentations, marketing materials, investor-specific due diligence, and securing investor capital commitments.
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).
Trillium Asset Management LLC
Boston, MA
Trillium Asset Management is a mission-driven, values-based investment services company exclusively focused on offering our clients investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. Private Client’s diverse and mission-driven team is focused on delivering values-based, impact-oriented strategies across a variety of asset classes to very-high-net-worth individuals, institutions, and other charitable and non‐profit organizations.
Partners Capital
Boston, MA
The Treasury Operations, Senior Associate located in Boston will play a critical role in supporting the trade execution, settlement, and treasury functions supporting the firm’s clients and multi-asset pooled vehicles through the completion of investment execution. This position involves managing complex trade and cash flow activities across a wide range of asset classes and investment strategies, ensuring seamless operational efficiency, and maintaining strong oversight of liquidity and cash management.
JPMorgan Chase & Co.
Boston, MA
Coordinate and monitor fund administration group activities including calculating periodic and annual distribution requirements, performing monthly expense projections and accruals, monthly calculation of asset-based fees, disbursement analysis, and audit/shareholder report preparation support. Morgan delivers an end-to-end solution for clients seeking exceptional Treasury services, including budgeting/expense processing, distribution processing, and audit 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.
Wellington Management Company
Boston, MA
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. 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).
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.
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.
Aldrich & Co.
$60000 YEAR
Boston, MA
A West End based Private Equity firm, going through an exciting period of growth and continued success, is now looking for a resourceful EA to support 2 Partners and 1 MD, Deal Team, 9-12 months FTC maternity cover contract role to start early-mid May 2025. Previous MD-level EA/PA experience gained in the Investment space, Private Equity sector highly advantageous!
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.
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.
Fidelity Investments Inc.
Boston, MA
The Real Assets investments consist of holdings and operating companies focused on generating traditional and alternative sources of energy and providing the necessary infrastructure to improve connectivity and to support cloud adoption. Collaborate with colleagues internally in accounting, financial reporting, treasury, legal, risk, compliance, human resources, and marketing on various management/oversight activities.
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.