Investment 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).
Director of Investment Op's (Strategy/Projects) Kforce Inc.Director of Investment Op's (Strategy/Projects)Boston, MA$170,000–$235,000Overview: A highly respected investment organization is seeking a strategic leader to join a key team responsible for driving operational excellence, managing critical investment workflows, and leading business-enhancing initiatives across the investment platform. Provide oversight of complex investment-related activities including portfolio data governance, reconciliations, cash management, and risk-focused operational processes.
NewPortfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs 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.
Tax Managing Director, Alternative Investments bdo consultingTax Managing Director, Alternative InvestmentsBoston, MA$190,000–$335,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
NewDirector, Derivatives and Liquid Alternative Investments Product Manager Fidelity InvestmentsDirector, Derivatives and Liquid Alternative Investments Product ManagerBoston, MARemote$110,000–$222,000Please 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.
NewAlternative Investments Private Markets Business Analyst Fidelity InvestmentsAlternative Investments Private Markets Business AnalystNewton, MARemote$89,000–$180,000Please 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. As a Business Analyst supporting the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Private Markets structures and requirements.
NewSenior Brokerage Product Business Analyst, Alternative Investments Fidelity InvestmentsSenior Brokerage Product Business Analyst, Alternative InvestmentsProvidence, RIRemoteProduct Management 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 support delivery of Digital Brokerage products and experiences by: Refining product requirements, communicating into clear and concise stories with acceptance criteria, building backlogs, conducting extensive and detailed testing, and supporting product releases.
NewManager/Senior Manager, Alternative Investments KPMGManager/Senior Manager, Alternative InvestmentsBoston, MABachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Qualifications: Minimum five years of recent corporate tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as a tax manager with a public accounting firm.
NewABOR/IBOR Business Systems Analyst - Investment Accounting MassMutualABOR/IBOR Business Systems Analyst - Investment AccountingBOSTON, MAThis 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.
NewIBOR Business Systems Analyst - Investment Management Technology MassMutualIBOR Business Systems Analyst - Investment Management TechnologyBOSTON, MAThis 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.
NewSenior Manager, Advisor Oversight - Alternative Investments Fidelity InvestmentsSenior Manager, Advisor Oversight - Alternative InvestmentsBoston, MARemote$85,000–$171,000The team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. 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.
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.
Capital Allocation & Investments, Manager Agilent Technologies IncCapital Allocation & Investments, ManagerBoston, MA$127,680–$239,400 / yearThe Capital Allocation & Investments team is a new function within Agilent that will play a critical role in shaping capital deployment strategy, driving financial analysis, and decision-making across M&A, organic growth (e.g. Reporting to the Director, Capital Allocation & Investments, the Manager is responsible for leading financial analyses in support of high complexity projects, with a primary focus on M&A.
Investment Banking Vice President - Healthcare IT Piper Sandler & Co.Investment Banking Vice President - Healthcare ITBoston, MassachusettsOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. A successful candidate will possess the following characteristics: 5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience.
Alternative Investments Product Associate Massachusetts Mutual Life Insurance CompanyAlternative Investments Product AssociateBoston, MA$137,800–$180,800 / yearAs a member of the Alternatives Product team, the Alternative Investments Product Associate will play a pivotal role in supporting advisors by providing in-depth product education, and analytical expertise related to a range of third-party Alternative Investments including Private Equity, Private Credit, Exchange Funds, 1031/721 Exchange and Hedge Funds. The Impact: As an Alternative Investments Product Associate you will work closely with a variety of internal and external stakeholders-including fund sponsors, Alternative fintech platforms, the internal new business team/operations, and financial advisors on a comprehensive range of offerings.
Structured Investment Product Analyst Massachusetts Mutual Life Insurance CompanyStructured Investment Product AnalystBoston, MA$107,700–$141,300 / yearYou 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.
Alternative Investments Product Analyst Massachusetts Mutual Life Insurance CompanyAlternative Investments Product AnalystBoston, MA$107,700–$141,300 / yearAs 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.
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.
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 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.
Portfolio Manager-Investment Management Group Rockland Trust CompanyPortfolio Manager-Investment Management GroupBoston, MAAs 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.
Senior Counsel - Mutual & Private Fund Distribution (Wealth & Investment Management) Wells Fargo & CoSenior Counsel - Mutual & Private Fund Distribution (Wealth & Investment Management)Boston, MA$139,000–$260,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The ideal candidate will have deep familiarity with the Investment Company Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and related SEC and FINRA rules governing distribution activities across retail, institutional, and intermediary platforms.
Public Markets Middle Office- Equity Investment Team Director (AVP) Morgan StanleyPublic Markets Middle Office- Equity Investment Team Director (AVP)Boston, MA$105,000–$156,000 / yearYou will partner closely with Middle Office Operations, Trading, Technology, Risk, Compliance, Brokers, and Custodians to proactively monitor portfolio data quality and resolve operational issues that could impact trade execution, settlement, valuation/pricing, performance, risk, and client reporting for equity portfolios (e.g., corporate actions, IPOs/new issues, position/cash breaks, fails, and stock loan/short coverage workflows where applicable). Issue Resolution and Incident Management: > Drive resolution of equity trade lifecycle and operational issues (allocations, confirmations, settlement fails, broker/SSI issues, corporate actions elections, dividends, IPO allocations, restricted lists and compliance trade blocks), partnering with Middle Office, Custodians, Brokers, Technology, and Compliance.
Alternative Investments Product Analyst MassMutualAlternative Investments Product AnalystBoston, MassachusettsAs 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.
Structured Investment Product Analyst MassMutualStructured Investment Product AnalystBoston, MassachusettsYou 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.
Alternative Investments Product Associate MassMutualAlternative Investments Product AssociateBoston, MassachusettsAs a member of the Alternatives Product team, the Alternative Investments Product Associate will play a pivotal role in supporting advisors by providing in-depth product education, and analytical expertise related to a range of third-party Alternative Investments including Private Equity, Private Credit, Exchange Funds, 1031/721 Exchange and Hedge Funds. As an Alternative Investments Product Associate you will work closely with a variety of internal and external stakeholders—including fund sponsors, Alternative fintech platforms, the internal new business team/operations, and financial advisors on a comprehensive range of offerings.
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 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.
NewInvestment 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.
NewInvestment 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.
Vice President, Corporate Finance (Investment Banking) - REGLL Citizens Financial Group IncVice President, Corporate Finance (Investment Banking) - REGLLMA$245,000–$250,000 / yearCitizens is seeking an experienced Investment Banking Vice President (VP) to join our Corporate Finance (Industry Coverage) team focusing on Real Estate, Gaming, Lodging & Leisure (REGLL) 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. Additional 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 pitch materials that encompass, strategic alternatives, M&A opportunities, financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives.
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 Regional Consultant, Assistant Vice President - Model Portfolios - State Street Investment Management State Street CorpAssociate Regional Consultant, Assistant Vice President - Model Portfolios - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearYou will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, and Client Enablement Teams to effectively deliver model resources to clients, including comparative analytics, capital markets insights and actionable investment ideas. This dynamic team member will be provided with a select list of advisors to penetrate and cultivate relationships with, through digital methods (phone calls, Zoom, etc.) and territory travel, while competitively positioning our suite of model offerings.
Insurance, Investment Segment Leader Marsh & McLennan Companies IncInsurance, Investment Segment LeaderMA$232,000–$348,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. What makes you stand out: 15+ years of experience advising on or overseeing insurance portfolios including complex fixed income, capital efficient investment solutions and other alternative investments.
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.
North America Marketing, Vice President II - State Street Investment Management State Street CorpNorth America Marketing, Vice President II - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearReporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role will collaborate with members of Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence, Compliance and other internal teams to develop marketing strategies, align on messaging and lead integrated marketing campaigns from conception to execution.
NewStrategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investment Management State StreetStrategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investment ManagementBoston, MassachusettsAs 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. State Street Investment Management is building the next generation of ETF distribution by embedding directly into the fastest growing digital wealth platforms.
NewSenior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpBoston, MA$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Regional Investment Consultant Morningstar IncRegional Investment ConsultantWoburn, MA$156,050–$280,900 / yearThis hybrid, Chicago-based role puts you at the intersection of trusted investment expertise and high-impact sales - building the advisor connections that fuel Wealth's continued growth as a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Influence, persuade, and educate advisors on the strategic benefits of the firm's investment offerings - leading with client outcomes and advisor business impact, and actively assisting in case design tailored to each advisor's specific client circumstances and portfolio objectives.
Investment Funds-Associate Attorney ImpactSearch PartnersInvestment Funds-Associate AttorneyBoston, MAThe successful candidate will work closely with our experienced attorneys to advise clients on a wide range of investment fund matters, including fund formation, fund financing, and fund governance. This is an excellent opportunity for a motivated and talented individual to gain hands-on experience in the investment funds industry and contribute to the success of our clients.
Investment Banking Director OR Managing Director, Engineered Products KeyCorpInvestment Banking Director OR Managing Director, Engineered ProductsBoston, MARemote$213,000–$445,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.
Investment Associate Northern TrustInvestment AssociateBoston, MAFull timeThe Investment Associate will work closely with Portfolio Advisors to deliver a consistently high level of proactive client service, and is expected to perform the following duties: Directly support the Portfolio Advisors in their efforts to provide a world-class wealth management experience to their clients. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantBoston, MAThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Investment Operations Analyst, Alternatives Massachusetts Mutual Life Insurance CompanyInvestment Operations Analyst, AlternativesBoston, MA$67,400–$88,400 / yearThe 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.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesBoston, MAFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Investment Tax Manager Massachusetts Mutual Life Insurance CompanyInvestment Tax ManagerMA$115,900–$152,100 / yearThe Investment Tax Manager will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables.
Investment Reporting Manager Massachusetts Mutual Life Insurance CompanyInvestment Reporting ManagerBoston, MA8+ years of experience in STAT, US GAAP & management reporting in insurance industry • CPA is preferred • Experienced with Data Analytics, big data & trends with presentation and reporting • Experienced with multi-layer consolidation, matrix organization, and best practices • Candidate must have advanced data management skills including proficiency in MS Excel, SAP, Micro Strategy and general data flow of industry from trade to reporting • Strong interpersonal and communication skills with emotional intelligence are essential. As key contributor in the investments reporting department for Controllers, you will execute investments reporting by ensuring accurate, timely completion & insightful external & internal reporting and presentation to various senior management and stakeholders for quarterly and annual accounting close cycles by effectively planning, monitoring, and problem solving.
Boston Multifamily Agent - Investment Sales Marcus & Millichap IncBoston Multifamily Agent - Investment SalesBoston, MACompensation is derived solely from commissions earned on successfully completed commercial real estate transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. Whether you're coming from financial services, insurance, real estate lending, or enterprise sales, we will show you how to translate your sales skills into commercial real estate investment sales.
Investment Director Robert Bosch GmbHInvestment DirectorBoston, MAWe offer a competitive base salary for this position with a range in US-Massachusetts of --$165,000 - $185,000 along with an annual corporate bonus, and a long-term incentive bonus designed to reward sustained impact and contribution over time. The goal of Bosch Ventures is to generate financial return and to identify and fund emerging and innovative start-ups, with technologies and business models that could enhance the core business scope of Bosch.
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.