div>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.
You will combine market insight, analytical rigor, and strong communication skills to help scale one of MassMutual’s most strategic growth areas:
This role requires frequent collaboration with other internal operations and investment teams and external service providers (e.g., fund accounting agent, outsourced middle and back-office service providers, and custodians). - Prepare and instruct cash wires for the purpose of private investment capital calls, alternative asset subscriptions, manager and service provider invoices, client withdrawals, FX transactions.
PlatformDIGITAL, 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.
p>As 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.
li>Working 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.
Massachusetts30+ days ago
ul>Formal 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. Founded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges.
FMIM takes a long-term, total return approach and employs both internal investment management expertise and external partners to manage assets that include public and private investments across the full range of asset classes, including equities, fixed income, and alternatives. The Investments Rotational Program (IRP) is a two-year rotational program that provides early-career individuals with the opportunity to develop their skills, knowledge and experience in institutional investment management through an immersive experience with the FM Investment Management team.
u style="text-decoration:underline">Keywords: 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.
em> Familiarity with major investment platforms (e.g., Calypso, Murex, Charles River, Bloomberg, Tradeweb, MarketAxess) Strong knowledge of derivative investment workflows and investment asset classes (i.e. equity options, IRS, CDX, FX derivatives, total return swaps) in areas of trading, portfolio management, compliance, and investment data. Manager combines deep subject-matter expertise of derivatives with strong leadership and project execution skills to ensure delivery excellence across systems and platforms used by portfolio managers, investment analysts, traders, and compliance professionals.
Boston, Massachusetts27 days ago
p style="text-align:inherit"/>Mercer 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.
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.
Boston, Massachusetts28 days ago
p>As 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.
Research 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.
Build and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments. Support the upkeep of securities data, including maintaining accurate security characteristics and market prices for reliable appraisal valuations and performance measurements.
We are seeking candidates for an Investment Operations Analyst (Cash Focus) position with a highly successful investment management firm located just outside of Boston, MA. Partner with internal teams (onshore and offshore) and external counterparties to ensure accurate and timely contributions, withdrawals, and other cash movements.
We are seeking candidates for a Senior Investment Operations Analyst role with a highly successful investment management firm based in Boston, MA. This position is responsible for researching and resolving discrepancies between the firm’s records and those of client custodians, prime brokers, and accounting agents.
The 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.
p>The 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.
p>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. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.
Boston, Massachusetts30+ days ago
p/>This 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. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance..
Boston, Massachusetts28 days ago
For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.. 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.
li>Wellness 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.
The Investment Product Competitive Analysis Lead Analyst plays a key role in shaping MFS's competitive positioning by uncovering competitive advantages and risks, defining market trends, and identifying growth opportunities.
p>The Investment Support Analyst at Citizens Wealth Management supports Wealth Advisors by assisting in constructing and maintaining client investment portfolios, ensuring expert knowledge of investment products and platforms, and facilitating optimal portfolio construction to drive client success and asset growth, with preferred qualifications including FINRA licenses and a strong interest in markets and portfolio best practices. As a member of the Investment Strategy and Solutions team under the Office of the CIO, the ISA's primary role, reporting directly to the Investment Support Manager ("ISM"), is to support the Investment Product Specialists ("IPSs") in their role partnering with Wealth Advisors ("WAs") with all functions related to the construction of managed money solutions for their client portfolios.
We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Working alongside portfolio managers and research analysts, the successful candidate will combine superior technical and problem-solving skills with a deep understanding of the securities industry to support idea generation, portfolio construction and risk management processes.
p>To apply for this position or view Acadian's open roles, please visit the Careers section of our website at: http://www.acadian-asset.com/careers/Job-opportunities. What 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.
Boston, Massachusetts29 days ago
p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.. The VP will serve as a key senior partner to Investments, Compliance, Marketing, Consultant Relations, and Operations, ensuring performance outputs are accurate, scalable, and aligned with regulatory requirements and industry best practices.