Guideline Monitoring Analyst Binding MindsGuideline Monitoring AnalystBoston, MAMin Requirements / Posting Summary: Qualifications • 1 plus years of industry experience (internships included) • Bachelor's degree in Finance or Business-related field • Candidate must demonstrate a working knowledge of investment types, including equity and fixed income products, and derivative securities • Prior experience in guideline monitoring, investment operations or compliance, or an understanding of different regulatory regimes would be advantageous but is not required • Candidate should be energetic, self-confident, and have an inquisitive mind • An ideal candidate should be a self-starter who is results-driven, and be controls conscious • Possess strong organizational skills and proven ability to manage assignments with competing priorities • Exhibit strong interpersonal and communicative abilities • Demonstrated capability to perform both independently and collaboratively • Possess excellent attention to detail • Exhibit strong proficiency in computer skills and digital literacy, particularly with Word, Excel, and similar software applications. Responsibilities The Analyst will focus on providing support to investment teams, to ensure that investment transactions and holdings are compliant with client guidelines and regulatory requirements • The Analyst will be part of the team that: • Reviews Investment Management Agreements, evaluates client guidelines, and maintains the guideline monitoring system, called Sentinel • Performs real-time, pre-trade support with investors • Resolves post-trade incident exceptions generated from Sentinel • The Analyst will work collaboratively with other Guideline Monitoring Analysts, as well as other internal teams, specifically our Global Relationship Teams, Product Management and Portfolio Management • The Analyst will develop a deep understanding of investment strategies relative to client guidelines and regulatory requirements
NewLead Systems Analyst Zuven technologies IncLead Systems AnalystBoston, MAThis role sits at the intersection of investment decision-making and technology, partnering closely with portfolio managers, research analysts, product managers, and engineering teams to deliver portfolio analytics capabilities that support how investors analyze portfolios, evaluate risk, and make investment decisions. This individual will lead analysis for complex initiatives, translating investor workflows and analytical needs into scalable, high-quality technology solutions that support the firm's global investment platform.
Structured Credit Analyst RightWorksStructured Credit AnalystSouth Boston, MassachusettsEnsure each step of the investment process for both asset classes is followed and properly communicated: credit monitoring, updating forward looking excess return expectation, monitoring of analytics. Investment experience in Agency MBS and Non-Agency RMBS markets with a demonstrated history of investing across the capital structure in a variety of collateral types and structures.
Financial Analyst III Brightstar LotteryFinancial Analyst IIIProvidence, RI$59,795–$122,400 / yearAs a premier pure play global lottery company, our best-in-class lottery operations, retail and digital solutions, and award-winning lottery games enable our customers to achieve their goals, fulfill player needs and distribute meaningful benefits to communities. This role partners with Finance, Accounting, and business stakeholders to help understand financial performance, identify trends, support forecasting activities, and provide analysis that enables informed business decisions.
NewDigital Controllership Senior Consultant Deloitte Touche Tohmatsu LtdDigital Controllership Senior ConsultantBoston, MA$116,200–$229,100 / yearExperience with one or more of the following: SAP, SAP Performance and Profitability Management, SAP Profitability and Cost Management, Oracle, Oracle Profitability and Cost Management, CostPerform, Workday, Workiva, BlackLine, Alteryx, Microsoft SQL Server, Tableau, or Power BI. Certified Public Accountant, Certified Internal Auditor, Chartered Financial Analyst, Chartered Accountant, Certified Cost Accountant, Certified Management Accountant, Chartered Alternative Investment Analyst, or Financial Risk Manager certification, or progress toward one of these credentials.
Financial Reporting Controllership Manager Deloitte Touche Tohmatsu LtdFinancial Reporting Controllership ManagerBoston, MA$141,200–$278,300 / yearCertified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), or Financial Risk Manager (FRM) credential, or progress toward one. As a Manager, Strategy, Growth, and Transformation on the Finance Transformation Record to Report team, you will be responsible for: Assess controllership and record-to-report processes, identify gaps, and develop transformation roadmaps.
NewFinancial Reporting / Record to Report Controllership Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Reporting / Record to Report Controllership Senior ConsultantBoston, MA$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for…Assessing current-state controllership processes, identifying gaps, and defining target-state opportunitiesDeveloping transformation roadmaps and solution hypotheses across people, process, technology, and governanceApplying accounting, regulatory, and compliance requirements to finance transformation initiativesDesigning improvements across finance data, cost transparency, financial close and consolidation, and reporting processesManaging day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting effortsA successful candidate would possess these skills:Ability to work independently and collaborate as part of a teamEffective written and verbal communication skillsMeticulous attention to detail and quality of work productAbility to build and sustain professional relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills and professional demeanorAbility to meet deadlinesAbility to provide clear guidance to othersThe teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired:4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accountingBachelor's degree in Finance, Accounting, Information Technology, Risk Management, or EconomicsOne or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentialsExperience with automation tools, including Alteryx workflows or Microsoft 365 CopilotAbility to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
NewOperations Analyst - Parametric Morgan StanleyOperations Analyst - ParametricBoston, MA$60,000–$90,000 / yearProvide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner. Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner.
Equity Research Analyst - REITs MFS Investment Management, IncEquity Research Analyst - REITsBoston, MAWellness 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. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them.
NewCapital Markets Analyst Nexamp IncCapital Markets AnalystBoston, MA$78,000–$87,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual bonus programs based on individual and company performance, non-annual sales incentive plans, or other non-annual incentive plans). Familiarity with renewable energy incentives and programs, including the Investment Tax Credit, Production Tax Credit, tax credit transferability, and relevant state-level programs preferred.
Sr. Financial Analyst Monotype ImagingSr. Financial AnalystWoburn, MA$100,000–$115,000 / yearThis person will be a key member of the Strategic Finance team, helping leadership make better, faster business decisions through data-driven insights, financial modeling, and strategic analysis. We work with the biggest global brands, and with individual creatives, offering a wide set of solutions that make it easier for them to do what they do best: design beautiful brand experiences.
Credit Research Analyst FidelityCredit Research 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.
Lead Systems Analyst Wellington Management Company LLPLead Systems AnalystBoston, MAThis role sits at the intersection of investment decision-making and technology, partnering closely with portfolio managers, research analysts, product managers, and engineering teams to deliver portfolio analytics capabilities that support how investors analyze portfolios, evaluate risk, and make investment decisions. 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).
SVP, Head of Retirement Fiduciary Services Sentinel GroupSVP, Head of Retirement Fiduciary ServicesWakefield, MARemoteFull timeWith responsibility for leading and managing SPA’s ERISA 3(21) and 3(38) advisory business, you will drive the performance, discipline, and coordination needed to grow the business, expand capacity, and deliver stronger outcomes for clients, participants, and the business. The SVP, Retirement Fiduciary Services is a senior leader within Sentinel Pension Advisors (SPA) who works closely with the Head of Retirement to shape the direction of the business while leading the execution of our business plan, strategic priorities, and growth initiatives across the business.
Senior Associate, Client Service Partner's CapitalSenior Associate, Client ServiceBoston, MassachusettsThe Senior Associate, Client Service located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. The candidate should be hardworking and must be able to interact with colleagues and third parties, prioritizing and completing multiple tasks and meeting key investment and reporting deadlines.
Client Reporting Associate Partner's CapitalClient Reporting AssociateBoston, MassachusettsAs key stakeholders of portfolio data and client-facing reports, team members are expected to have a strong understanding of alternative investments and the ability to efficiently and accurately produce consolidated reports while meeting deadlines. The Client Reporting Associate located in Boston will be an integral member of the North America Client Operations team and will report directly to a Boston-based Principal in the Client Reporting department.
Client Onboarding Associate Partner's CapitalClient Onboarding AssociateBoston, MassachusettsThe Client Onboarding Associate located in Boston will be responsible for coordinating the onboarding and account opening for a range of clients, serving as a primary point of contact to new clients and to the Investment Teams managing client portfolios. Over time the candidate will be expected to have a good understanding of different investing entity structures and the documentation associated with each, a good level of regulatory knowledge and familiarity with Partners Capital and our third-party processes.
Client Service Principal, Taxable Partner's CapitalClient Service Principal, TaxableBoston, MassachusettsHands-on experience servicing US taxable clients (HNW families and family offices), including multi-entity household structures, tax-aware investment operations, and coordination with external CPAs and trust & estate counsel. Proactively identify and mitigate potential risks related to client accounts, working internally to identify, assess, and mitigate risks associated with client accounts and operational processes.
KYC Senior Associate Partner's CapitalKYC Senior AssociateBoston, MassachusettsThe Senior KYC Associate will be responsible for working with internal stakeholders and third parties in relation to the management of our clients’ portfolios and prioritizing and completing multiple tasks to meet deadlines. The Firm designs bespoke investment policies reflecting each client’s unique circumstances and implements investment solutions that aim to deliver strong returns with resilience across market cycles.
Communications Operations Associate Partner's CapitalCommunications Operations AssociateBoston, MassachusettsThis role will partner closely with the Global Head of Communications on initiatives focused on improving operational efficiency, enhancing processes, and leveraging technology to help scale and optimize the Communications & Marketing function. The Firm designs bespoke investment policies reflecting each client’s unique circumstances and implements investment solutions that aim to deliver strong returns with resilience across market cycles.