NewInvestment Tax Manager - ASC 740 Kforce Inc.Investment Tax Manager - ASC 740Boston, MA$125,000–$150,000Kforce'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).
NewEquity Trading | Sr. SW Developer | Investment Management | Hybrid in NYC Living TalentEquity Trading | Sr. SW Developer | Investment Management | Hybrid in NYCBoston, MAProvide architectural direction aligned with future‑state platforms. Influence architecture and delivery across EMS centric trading workflows.
NewSr. Technical BA | Investment MGT | Trading Lifecycle | Relo to Atlanta Living TalentSr. Technical BA | Investment MGT | Trading Lifecycle | Relo to AtlantaBoston, MA$165,000–$180,000 / yearInstitutional & Retail Investment Management Full Trading Lifecycle | Portfolio Construction & Rebalancing to Execution & Reporting | New Digital Tooling for Portfolio Managers Location Atlanta, GA (Midtown). Sit at the intersection of investment ops and platform development — supporting a wealth management platform across the full trading lifecycle, from portfolio construction and rebalancing through execution and reporting.
Investment Analyst Wellington Management Company LLPInvestment AnalystBoston, MAAdditional responsibilities include creation and maintenance of marketing materials, review and updating of RFPs, responses to client and prospect questions, monthly and quarterly performance commentary, tracking allocations, assisting with internal updates to PMs, exposure analysis, and general flow data and analysis. HF Investor Relations 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.
Quantitative Investment Analyst - Custom Income Strategies (CIS) Loomis, Sayles & Company, L.P.Quantitative Investment Analyst - Custom Income Strategies (CIS)Boston, MA$100,000–$160,000 / yearThe team is based in Boston, MA and is comprised of 9 individuals including the director of CIS, one portfolio manager, two associate portfolio managers, one strategist, one senior analyst, one associate and two investment directors. Employ and enhance existing, proprietary portfolio construction tool to create model portfolios in close collaboration with portfolio managers and strategists across investment teams.
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 WS DevelopmentInvestments AnalystChestnut Hill, MA$100,000–$110,000This 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.
Quantitative Investment Analyst Focus Financial PartnersQuantitative Investment AnalystBoston, MassachusettsSCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Investment Analyst, Venture Capital Cambridge AssociatesInvestment Analyst, Venture CapitalBoston, MassachusettsDue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager’s organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Senior Investment Analyst (CFA required) Great GraySenior Investment Analyst (CFA required)Boston, Massachusetts$100,000–$130,000 / yearThis 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 Ascensus LLCInvestment AnalystNewton, MA$60,000–$120,000 / yearThe 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.
Investment Analyst Wellington ManagementInvestment AnalystBoston, MassachusettsAdditional responsibilities include creation and maintenance of marketing materials, review and updating of RFPs, responses to client and prospect questions, monthly and quarterly performance commentary, tracking allocations, assisting with internal updates to PMs, exposure analysis, and general flow data and analysis. HF Investor Relations 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, Venture Capital Cambridge Associates Private ClientsInvestment Analyst, Venture CapitalBoston, MADue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Job Description Summary: Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Investment Analyst - Public Equities Cambridge AssociatesInvestment Analyst - Public EquitiesBoston, MassachusettsThis includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry. Base salary range for this role: Pay Range Minimum: 80000 Pay Range Maximum: 88500 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
Quantitative Investment Analyst FidelityQuantitative Investment AnalystBoston, MassachusettsRemotePlease 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.
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 - Public Equities Cambridge Associates Private ClientsInvestment Analyst - Public EquitiesBoston, MAThis includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry. Job Description Summary: The Public Equities Research Team gathers, analyzes, and disseminates information and opinions on public equity investment funds, supporting decision making by our investment directors and clients.
Investment Analyst, OCIO Operations NEPC CareersInvestment Analyst, OCIO OperationsBoston, MassachusettsAs an OCIO Operations Analyst, you will be responsible for supporting the OCIO Operations team in the processing and reconciliation of all aspects of the trading process for OCIO portfolios including trade communication, cash reconciliations, positions reconciliation, trade acknowledgement, and settlement confirmation. In this highly visible and fast paced role, you will play a role in overseeing all aspects of trading OCIO client portfolios including trade execution and settlement, portfolio policy monitoring, cash management and reconciliation.
Fixed Income Research Associate - Liberty Mutual Investments Liberty Mutual Holding Company IncFixed Income Research Associate - Liberty Mutual InvestmentsMAWith 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.
Investment Banking Analyst II Corporate Finance - ReGLL Citizens Financial Group IncInvestment Banking Analyst II Corporate Finance - ReGLLBoston, MA$115,000–$120,000 / yearAdditional exposure to and partnership with the Debt Capital Markets / Leveraged Finance, Equity Capital Markets, and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop idea decks that encompass, strategic alternatives, acquisition or opportunistic financing ideas and / or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives. Citizens is seeking an Investment Banking Analyst II to join our Corporate Finance (Industry Coverage) team focusing on Gaming, Leisure & Loading to support the team's senior professionals in industry-focused client development and originating, structuring, and executing debt capital markets, equity capital markets, and M&A transactions.
Experienced Investment Banking Analyst, Diversified Industrials D.A. Davidson & Co.Experienced Investment Banking Analyst, Diversified IndustrialsBoston, MA$95,000–$115,000 / yearThe 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.
Investment Banking Analyst Corporate Finance - Healthcare Services Citizens Financial Group IncInvestment Banking Analyst Corporate Finance - Healthcare ServicesBoston, MA$110,000–$120,000 / yearThe 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.
2027 Global Investment Banking Full Time Analyst Program JPMorgan Chase & Co2027 Global Investment Banking Full Time Analyst ProgramBoston, MANew York City Industry Coverage Groups include Business Services, Consumer & Retail, Diversified Industries, Financial Institutions Group, Healthcare, Mid-Cap IB, Media & Communications, Natural Resources, Real Estate IB, Strategic Investor Group (SIG), and Technology. As you build your skills, you''ll contribute to live client situations, develop technical and analytical skills, and work alongside experienced bankers across industry, M&A, and Capital Markets teams.
Investment Operations Analyst Liberty Mutual Holding Company IncInvestment Operations AnalystBoston, MAOur team supports various investment types, including public equity, investment-grade and high-yield debt, structured credit (MBS/CMO), private credit, bank loans, and derivatives. Liberty Mutual Investments (LMI) is seeking an Analyst to join its Investment Operations Shared Services Team supporting the reconciliation function of invested assets.
Senior Analyst, Direct Lending - Liberty Mutual Investments Liberty Mutual Holding Company IncSenior Analyst, Direct Lending - Liberty Mutual InvestmentsBoston, MAWith 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.
Investment Operations Senior Analyst KKR & Co IncInvestment Operations Senior AnalystBoston, MA$70,000–$100,000 / yearKKR 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.
Investment Analyst, Private Equity Cambridge AssociatesInvestment Analyst, Private EquityBoston, MassachusettsBase salary range for this role: Pay Range Minimum: 80000 Pay Range Maximum: 88500 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Utilize analytical frameworks and develop unique analyses to assess private equity funds in terms of organization, investment strategy, performance, fund terms, current portfolio companies, and other key attributes.
Investment Operations Analyst CareerscapeInvestment Operations AnalystBoston, MA$82,000–$110,000 / yearFull timeDaily responsibilities include resolving trade breaks, monitoring corporate actions, and maintaining clean position and cash records across a broad set of managed accounts. This role sits at the intersection of portfolio management and back-office infrastructure, providing critical support across trade settlement, reconciliation, and reporting functions.
Analyst, Transaction Services - Liberty Mutual Investments Liberty Mutual Holding Company IncAnalyst, Transaction Services - Liberty Mutual InvestmentsBoston, MAAnalyst, Transaction Services - Liberty Mutual Investments - Liberty Mutual Holding Company Inc.
Investment Trade Operations Analyst Daley and AssociatesInvestment Trade Operations AnalystBoston, MA$23–$24 / hourKeywords: 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.
Global Hyperscale Team - Investments - Senior Analyst Digital Realty Trust IncGlobal Hyperscale Team - Investments - Senior AnalystMA$120,000–$170,000 / yearPlatformDIGITAL, 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.
Investment Analyst, Private Equity Cambridge Associates Private ClientsInvestment Analyst, Private EquityBoston, MAUtilize analytical frameworks and develop unique analyses to assess private equity funds in terms of organization, investment strategy, performance, fund terms, current portfolio companies, and other key attributes. This includes meeting summaries with fund managers, in depth due diligence reports, and other periodic research including white papers exploring current topics in the private equity industry.
Investment Operations Analyst Daley and AssociatesInvestment Operations AnalystBoston, MA$19–$20 / hourResearch and report variances and incorrect holdings within accounts and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps reported correctly. This is an entry-level position that provides an excellent opportunity to gain hands-on back-middle office experience with a top-tier investment management firm.
Senior Brokerage Product Business Analyst, Alternative Investments FMR LLCSenior Brokerage Product Business Analyst, Alternative InvestmentsBoston, MARemoteDo you want to be part of a team that transforms the investing experience for its customers Do you want to define the future of brokerage products and experiences that will surpass our competitors With the constantly evolving competitive landscape within financial services the rise in mobile investing and Fintech disruptors there is constant demand for strategic problem solvers with analytical skills to drive new initiatives. Please be advised that Fidelitys 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.
NewAnalyst, Equity Investment Services FidelityAnalyst, Equity Investment ServicesBoston, MassachusettsRemoteAs an Analyst on the Equity Investment and Analytic Services (EQIS) at Fidelity Investments, you will play a critical role partnering with our EQIS team and cross functional partners to help to develop data analytics for Equity Research subject areas including analyst coverage, impact metrics, portfolio analytics, as well as support on-going operational processes. 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.
Senior Analyst, Investment Operations Acadian Asset Management LLCSenior Analyst, Investment OperationsBoston, MA$75,000–$90,000 / yearWhat You'll Do: Support the end-to-end trade lifecycle for futures, swaps, and credit securities, including confirmation, reconciliation, lifecycle event processing, settlement oversight, and resolution of trade exceptions across global markets. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.
Associate I Corporate Finance (Investment Banking) Citizens Financial Group IncAssociate I Corporate Finance (Investment Banking)Boston, MA$170,000–$175,000 / yearWorking 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.
Investment Products Monitoring Analyst Daley and AssociatesInvestment Products Monitoring AnalystBoston, MA$30–$40 / hourThe Investment Products Monitoring Analyst will be responsible for reviewing and evaluating client guidelines, supporting pre- and post-trade activities, and collaborating with other internal teams. 1-3+ years of experience in investment product monitoring, client operations, guideline monitoring, or regulatory reporting in Financial Services, Investment Management, or Asset Management industry.
Lead Investment Data Analyst Marsh McLennanLead Investment Data AnalystBoston, MassachusettsThis 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.
Lead Investment Data Analyst Marsh & McLennan Companies IncLead Investment Data AnalystBoston, MA$108,000–$216,000 / yearThis 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.
AVP, Investment Operations KKR & Co IncAVP, Investment OperationsBoston, MA$120,000–$160,000 / yearKKR 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).
IBOR Business Systems Analyst - Investment Management Technology MassMutualIBOR Business Systems Analyst - Investment Management TechnologyBoston, MassachusettsThis 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.
Vice President, Energy & Infrastructure - Liberty Mutual Investments Liberty Mutual Holding Company IncVice President, Energy & Infrastructure - Liberty Mutual InvestmentsBoston, MAThis hire will be an experienced investment professional contributing to deal execution across a variety of transaction types, with responsibility for driving investment performance, developing actionable ideas, and supporting E&I's future growth strategy as a key member of the team. 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.
Investment Banking Associate, Diversified Industrials D.A. Davidson & Co.Investment Banking Associate, Diversified IndustrialsBoston, MA$160,000–$190,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAFull timeAs 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.
Investment Principal, Public Markets Partner's CapitalInvestment Principal, Public MarketsBoston, MassachusettsClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
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.
Alternative Investments Business Transformation Business Analyst, Officer State StreetAlternative Investments Business Transformation Business Analyst, OfficerQuincy, MassachusettsWe truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Investment Data Analyst (Power BI) Asset Management Only Cutter Associates, LLCInvestment Data Analyst (Power BI) Asset Management OnlyBoston, MARemoteEstablished credibility, entrepreneurial spirit Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm. For nearly 30 years, and with a global presence, weve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions.
Investment Operations Analyst Wellesley CollegeInvestment Operations AnalystWellesley, MA$100,000–$120,000 / yearWork/Life and Wellness: A hybrid work environment for select positions (additional details will be provided during the interview process), caregiving support through Wellthy, legal plan insurance, pet insurance discount and a variety of other resources including retirement planning, and access to cultural and leisure activities throughout metro-Boston. This includes a broad spectrum of tasks and responsibilities on cash, position, and performance reconciliation, data management across multiple portfolio management systems, interaction with custodial banks and technology platforms, and ultimately supporting the implementation of investment decisions.