Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Bank of America CorpConsumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)Riverside, RI$26.92–$29.33 / hourBack to search results Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Riverside, Rhode Island; Lincoln, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Analyst, Equity Investments PanAgora Asset ManagementAnalyst, Equity InvestmentsMassachusetts$120,000–$140,000 / yearFormal education is flexible; candidates with advanced graduate degrees in Finance, Economics, Data Science, Engineering, Medicine, or life-sciences–related fields are common, but equivalent skills and experience are equally valued. This role is a key contributor to the Stock Selector Equity team, supporting the research, enhancement, and development of systematic investment strategies and innovative stock-selection models within the Equity Investment group.
Capital Allocation & Investments - Sr. Analyst Agilent TechnologiesCapital Allocation & Investments - Sr. AnalystMassachusettsThe 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, this role is responsible for leading financial analyses in support of high complexity projects, with a primary focus on M&A.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystRI$107,060–$159,390 / yearThe Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption.
Sr Analyst, Investment Compliance PanAgora Asset ManagementSr Analyst, Investment ComplianceMassachusettsFounded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges. This includes reviewing client investment guidelines and investment management agreements, coding compliance rules for client accounts into the investment compliance system, and monitoring pre- and post-trade alerts.
SVP, Head of Investment Sales Desk FidelitySVP, Head of Investment Sales DeskSmithfield, Rhode IslandRemoteSales 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. As a critical leadership role within the firm, the SVP, Head of Investment Sales Desk drives growth, client engagement, and market impact across Fidelity’s intermediary business by leading sales teams that support wealth, insurance, and defined contribution channels.
Investment Consultant - Providence, RI FidelityInvestment Consultant - Providence, RIProvidence, Rhode IslandRemoteSales 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. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Investment Sales Associate Berkshire BankInvestment Sales AssociateProvidence, RI$52,000–$90,498 / yearPurpose/Objective: The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumRiverside, RI$28.85–$36.06 / hourThis includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Head of Engineering - Investment Accounting, MD State StreetHead of Engineering - Investment Accounting, MDMassachusettsThe ideal candidate combines strong domain knowledge in enterprise investment accounting (e.g., ABOR/IBOR, event processing, corporate actions, reconciliations, cash management), technical excellence, and strategic leadership to scale teams, processes, and build platforms that enable accuracy, scalability, transparency, and auditability. This role is ideal for a seasoned engineering leader with deep expertise in cloud architecture (especially Azure), distributed computing, investment accounting capabilities, data architecture, and enterprise platform modernization within enterprise capital markets and asset servicing environments.
Audit Supervisor | Alternative Investment Group CBIZ IncAudit Supervisor | Alternative Investment GroupProvidence, RISupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth.
Audit Manager | Alternative Investment Group CBIZ IncAudit Manager | Alternative Investment GroupProvidence, RISupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth.
Audit Senior Manager | Alternative Investments CBIZ IncAudit Senior Manager | Alternative InvestmentsProvidence, RIAbility to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company audits. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.
Audit Director | Alternative Investments CBIZ IncAudit Director | Alternative InvestmentsProvidence, RIAbility to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company audits. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.
Planned Investment Manager Tristone NashPlanned Investment ManagerBristol, Bristol£48,000–£52,000Lead on the building and management of sustainable and meaningful partnerships so that our contractors are resilient, and profitable whilst delivering good quality services in the way our customers expect. We are working with a registered social landlord, who are recruiting a Planned Investment Manager to lead the delivery of a range of projects within capital programmes, from inception through to completion.
NewCSI Investment Assistant II - Chestnut Hill, MA, Westwood MA or Johnston, RI Citizens Financial Group IncCSI Investment Assistant II - Chestnut Hill, MA, Westwood MA or Johnston, RIJohnston, RI$25–$26.50 / hourYou will occasionally be responsible for selected marketing activities including contacting the assigned Wealth Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate.
Consumer Investments - Financial Services Representative I (Lincoln, RI) Bank of America CorpConsumer Investments - Financial Services Representative I (Lincoln, RI)Riverside, RI$25–$27 / hourWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. Back to search results Consumer Investments - Financial Services Representative I (Lincoln, RI) Riverside, Rhode Island; Lincoln, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
2027 Undergraduate - Investment Sales Development Program Fidelity2027 Undergraduate - Investment Sales Development ProgramSmithfield, Rhode IslandRemoteSales 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. As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas that will help financial advisors achieve their clients’ financial goals.
Financial Analyst--Marketing Finance FidelityFinancial Analyst--Marketing FinanceSmithfield, Rhode IslandRemoteFinance 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. Supporting the Marketing business to deliver actionable financial analysis and decision support that impacts retail’s strategy, ability to execute the multi-year plan and drive the business performance measurement for the business.
NewSenior Manager, Wealth Finance FidelitySenior Manager, Wealth FinanceSmithfield, Rhode IslandRemoteFinance 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. As a Senior Manager within the Fidelity Wealth (FW) Finance Team, you will support the Investment Advisor Group (IAG) by delivering impactful, insight-driven financial analysis to business partners.