Vaco LLCNewInvestment Support Associate Vaco LLCInvestment Support AssociateBoston, MA$75,000–$105,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLCNewInvestment Operations Specialist Vaco LLCInvestment Operations SpecialistBoston, MA$28–$28Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Living TalentNewEquity 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.
AxelonCompliance Attorney (Investments) AxelonCompliance Attorney (Investments)Boston, MARemote$70–$75 / hourBasic knowledge of securities regulation and investment compliance topics - Investment Advisers Act of 1940, management of confidential and material non-public information, SEC and other regulatory requirements for buy-side institutional investors. Research potentially impacted public securities and issuers, as well as deal/company facts to support materiality determinations; validate ongoing review of developments and status.
Fidelity InvestmentsNewDirector - Alternative Investments - Investor Operations and Oversight Fidelity InvestmentsDirector - Alternative Investments - Investor Operations and OversightNewton, MA$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.
Fidelity InvestmentsNewSenior Manager, Advisor Oversight - Alternative Investments Fidelity InvestmentsSenior Manager, Advisor Oversight - Alternative InvestmentsBoston, MA$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.
Avidia BankNewClient Relationship Manager - Investments Avidia BankClient Relationship Manager - InvestmentsHudson, MA$75,000–$90,000 / yearPerforms any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers: Serve as primary point of contact for clients, delivering prompt, professional and high-quality service. This role plays a key part in managing client relationships by serving as a primary point of contact, coordinating communications, supporting client onboarding and account maintenance, and ensuring timely follow-ups.
Vaco LLCNewClient Services Analyst – Fund Accounting Vaco LLCClient Services Analyst – Fund AccountingBoston, MA$29–$29.68Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Fidelity InvestmentsNewPrincipal Business Analyst, Private Markets Fidelity InvestmentsPrincipal Business Analyst, Private MarketsMerrimack, NHThese services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity. Product ManagementPlease 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.
WS DevelopmentInvestments 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.
TM Capital CorpSenior Investment Banking Financial Analyst TM Capital CorpSenior Investment Banking Financial AnalystBoston, MAThis position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations.
Partners Capital Investment Group LLPInvestment Principal, Public Markets Partners Capital Investment Group LLPInvestment Principal, Public MarketsBoston, MA$160,000–$220,000 / yearPart timeClients 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.
Daley and AssociatesNewInvestment 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.
G MASSAlternative 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.
Daley and AssociatesInvestment Operations Analyst Daley and AssociatesInvestment Operations AnalystBoston, MA$35–$45 / hourBuild and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or the financial services industry.
Daley and AssociatesSenior Investment Operations Analyst – Reconciliations & Trade Support Daley and AssociatesSenior Investment Operations Analyst – Reconciliations & Trade SupportBoston, MA$35–$45 / hourBuild 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.
Rockland TrustPortfolio 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.
Daley and AssociatesInvestment Product Reporting Analyst Daley and AssociatesInvestment Product Reporting AnalystBoston, MA$30–$40 / hourThe Investment Product Reporting Analyst will work collaboratively with Product Reporting and Client Operation teams and will produce, update, and maintain product-related marketing materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal candidate will have 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
Income Research ManagementInvestment Actuary Income Research ManagementInvestment ActuaryBoston, MA$150,000–$200,000 / yearProvide actuarial and investment expertise in cross-functional development of regular and ad-hoc communications collateral, including market commentary, thematic monitors, thought leadership, specialized reporting and custom presentation materials. This role partners closely with Portfolio Managers and Client Teams, providing advanced expertise in actuarial modeling, asset–liability analysis, risk quantification, and investment solution design support.
Northern TrustInvestment 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.
ImpactSearch PartnersInvestment 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.
Daley and AssociatesInvestment Operations Analyst (Cash Focus) Daley and AssociatesInvestment Operations Analyst (Cash Focus)Newton, MA$30–$36 / hourWe 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.
Daley and AssociatesSenior Investment Operations Analyst Daley and AssociatesSenior Investment Operations AnalystBoston, MA$35–$45 / hourWe 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.
eTeam Inc.Investment Writer eTeam Inc.Investment WriterBoston, MAWith over four decades of asset management experience, our investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. Proposal Strategists are responsible for the project management and completions of RFPs, RFIs and DDQs; collaborating with investment teams, sales and various stakeholders throughout the business to manage their execution.
OsaicManager, Investment Data & Performance Reporting OsaicManager, Investment Data & Performance ReportingBoston, MAWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Monitor and maintain integrations between SS&C Black Diamond and key systems including - Custodians (Schwab, Fidelity, Pershing, etc.), CRM systems such as Salesforce, Financial planning tools such as Right Capital, Private investment platforms including CAIS and Arch.
Marchon PartnersQuality Assurance Engineer (Investment and Trading) Marchon PartnersQuality Assurance Engineer (Investment and Trading)Boston, MA$68–$74 / hourThe Quality Assurance Engineer (Investment and Trading) is a member of the Global information Technology team responsible for validating end-to-end trading systems workflows. Perform peer reviews of testing artifacts and demonstrate to the technology team and business participants their test results, evidence, and related analysis.
AndersenNewTax Senior Manager - Alternative Investment Funds AndersenTax Senior Manager - Alternative Investment FundsBoston, Massachusetts$155,000–$245,200 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
AndersenNewTax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsBoston, Massachusetts$120,000–$190,000 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
bdo consultingTax 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.
Alumni VenturesInvestment Team Intern Alumni VenturesInvestment Team InternBoston, MAOur network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals—typically reserved for institutions—through our alumni-driven communities and diversified co-investment strategy. This internship is ideal for someone interested in venture capital, startups, emerging technologies, and AI who wants to build strong analytical and research skills while learning directly from experienced investors.
The Greater Boston Food BankNewCommunity Investment Senior Associate The Greater Boston Food BankCommunity Investment Senior AssociateBoston, MAJob Title: Community Investment Senior AssociateReports to: Senior Manager of Community InvestmentFLSA Classification: Non-Exempt (Hourly)Travel Required: YesHybrid: YesPosition SummaryAct as an area specific expert for GBFB and offer essential support to member agencies and community partners. Respond to regional needs as they relate to enabling, delivery, grant investments, best practices, etc.* Conduct regular compliance visits with partners in assigned region, document within Salesforce, and create correction plans escalating compliance and food safety concerns to supervisor, as necessary.*
Aramco Americas CompanyInvestment Associate (1769) Aramco Americas CompanyInvestment Associate (1769)Boston, MAFull timeContributes to and supports aspects of venture capital investing including market, competitor and technology landscaping, IP landscaping, detailed financial modeling w/sensitivities, data room review, interviews with investee target management and personnel, reference calls, maintaining due diligence tracking, portfolio reporting. market, competitor and technology landscaping, IP landscaping, financial modeling, data room reviews, interviews with investee target management and personnel, reference calls, maintaining due diligence tracking, and finalization of all legal documents with external and internal counsel.
M2WNewFinancial Analyst / Investment Operations Analyst M2WFinancial Analyst / Investment Operations AnalystBoston, MA$45–$65M2W, Inc. is a nationwide experiential marketing and brand engagement agency that helps leading brands connect with consumers through innovative field marketing, event activations, product sampling, brand ambassador programs, and strategic promotional campaigns. Working closely with leadership and cross-functional teams, the Financial Analyst will provide high-quality data, analysis, and strategic insights that support company-wide initiatives.
Marcus & MillichapInvestment Sales Agent – Mentorship Program Marcus & MillichapInvestment Sales Agent – Mentorship ProgramBoston, MAThe firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry’s most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology that matches buyers and sellers. Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.
Daley and AssociatesNewSenior Finance Associate - Alternative Investment Firm in Boston Daley and AssociatesSenior Finance Associate - Alternative Investment Firm in BostonBoston, MA$100,000–$120,000 / yearThe role is ideal for someone who wants to move beyond a siloed accounting seat and gain broad exposure to complex investment structures, senior leadership, and cross-functional initiatives in a fast-paced institutional environment. This is a highly visible opportunity to join a lean, collaborative group that sits at the center of a sophisticated investment platform spanning private equity, credit, venture capital, public equity, and real estate.
Axelon Services CorporationCompliance Attorney (Investments) Axelon Services CorporationCompliance Attorney (Investments)Boston, MARemote$60–$70 / hourFull timeSummary: Pay Rate: $60-70 per hour Duration: 6 months with possible conversion Work Mode: Remote (Boston or NY preferred, especially if considered for conversion, which requires 2-3 day in-office presence at NY location) Responsibilities: Support policies and processes to mitigate and manage potential conflicts arising from public and private investment activity. Basic knowledge of securities regulation and investment compliance topics - Investment Advisers Act of 1940, management of confidential and material non-public information, SEC and other regulatory requirements for buy-side institutional investors.
Daley and AssociatesJunior Graphic Designer - Investment Management Daley and AssociatesJunior Graphic Designer - Investment ManagementBoston, MA$35–$40 / hourThe Junior Graphic Designer will report to the Manager of Design and support the creation and execution of compelling visual content across digital, print, social media, video, and other marketing platforms. We are seeking candidates for a Junior Graphic Designer position with a highly successful investment management firm located in Boston, MA.
Daley and AssociatesTax Associate - Real Estate Investment Management Daley and AssociatesTax Associate - Real Estate Investment ManagementBoston, MAThis is a high-impact role supporting a diverse portfolio of real estate investments, offering strong exposure to REITs, partnerships, and complex tax structures. We’re partnering with a well-established, Boston-based real estate investment firm to add a Tax Associate to their growing team.
Daley and AssociatesFund Accountant (Credit) - $20B Investment Firm in Boston (Hybrid) Daley and AssociatesFund Accountant (Credit) - $20B Investment Firm in Boston (Hybrid)Boston, MA$85,000–$105,000 / year2-4 years of relevant experience with a leading public accounting firm, fund administrator, or investment advisor, preferably with exposure to private credit, private equity, or closed-end fund structures. Drive continuous improvement initiatives across reporting, reconciliation, and data management processes using enterprise-licensed AI tools (e.g., ChatGPT, Claude, Copilot).
JPMorgan Chase Bank, N.A.Securities Services - Investment Middle Office Onboarding - Vice President JPMorgan Chase Bank, N.A.Securities Services - Investment Middle Office Onboarding - Vice PresidentBoston, MAFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Daley and AssociatesCompliance Senior Associate Global Investment Firm (110K base) Daley and AssociatesCompliance Senior Associate Global Investment Firm (110K base)Boston, MA$90,000–$110,000 / yearThis is a high-impact opportunity to work across a global platform, partnering with Legal, Compliance, and Deal Teams to support a sophisticated and evolving compliance framework. We’re partnering with a leading global private investment firm (~$200B+ AUM) to hire a Compliance Senior Associate focused on Anti-Financial Crime (AFC) and KYC.
Daley and AssociatesTax Partner - Alternative Investments - CPA Firm - Boston - Hybrid Daley and AssociatesTax Partner - Alternative Investments - CPA Firm - Boston - HybridBoston, MA$300,000–$325,000 / yearThis is a direct-admit Partner role (no book required), with consideration for experienced Directors/Managing Directors ready to step up. A national CPA firm is expanding its New England presence and seeking a Tax Partner to lead its Alternative Investments practice.
Daley and AssociatesTax Associate - Real Estate Investment Firm in Boston (Hybrid) Daley and AssociatesTax Associate - Real Estate Investment Firm in Boston (Hybrid)Boston, MA$100,000–$120,000 / yearThe role offers solid exposure to tax compliance, REITs, partnerships, and corporate structures, with the chance to work closely with senior leadership on some pretty interesting, complex work. Our client, a well-established real estate investment firm with a strong national presence and a diverse portfolio, is looking to add a Tax Associate to their growing team.
Longfellow Investment Management CoPortfolio Operations Analyst Longfellow Investment Management CoPortfolio Operations AnalystBoston, MAThe ideal candidate will have a proven track record of enhancing relationships with custodians, counterparties, and service providers; effectively managing and resolving escalated issues; and sharing expertise across teams. PrimaryResponsibilities: Support the Portfolio Operations team in the timely and accurate execution of daily, monthly, and ad-hoc tasks, including:Reconciling cash and positions with custodians and prime brokers; investigating discrepancies.
JPMorgan Chase Bank, N.A.Senior Portfolio Associate, 55IP JPMorgan Chase Bank, N.A.Senior Portfolio Associate, 55IPBoston, MAFull timeCollaborate closely with product management, portfolio managers, and technology teams to launch, refine, and test both existing and new investment strategies, ensuring alignment with market trends and organizational goals. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Income Research ManagementAVP, Portfolio Accounting Income Research ManagementAVP, Portfolio AccountingBoston, MA$100,000–$120,000 / yearThe Portfolio Accounting team works closely with partners across the firm, including the Investment Team, Client Service, and Investor Services, and collaborates regularly with external counterparties such as custodian banks, brokers, and service providers. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 900+ institutional and private wealth clients.
Daley and AssociatesPortfolio Accounting Analyst Daley and AssociatesPortfolio Accounting AnalystBoston, MA$40–$45 / hourKey words: Fund Accountant, investment operations, asset reconciliation, trade operations, foreign exchange, trade reconciliation, trade settlement, fund administration, swap, portfolio accountant, portfolio accounting analyst, custodian bank. The ideal candidate will have a minimum of 2+ years of experience in custody/trade operations and/or fund accounting in the financial services and/or asset management industry(s) and have strong reconciliation skills.
Daley and AssociatesNewSenior Analyst, Operations | Boston, MA | 150K + bonus Daley and AssociatesSenior Analyst, Operations | Boston, MA | 150K + bonusBoston, MAWe are partnering with a highly regarded alternative investment manager overseeing approximately $14B in assets across private credit, private equity, venture capital, public markets, and other alternative strategies. The role will touch treasury and liquidity management, trade execution and settlement, portfolio reporting, administrator oversight, alternative investments, public markets, FX, and process automation initiatives.
Daley and AssociatesFixed Income Reporting Analyst Daley and AssociatesFixed Income Reporting AnalystBoston, MA$30–$40 / hourResponsibilities:Produce recurring client and marketing materials including institutional fact sheets, investment profiles, product summaries, client letters, and generic marketing presentations. Demonstrated ability to manage multiple concurrent assignments and consistently deliver high-quality work under strict, competing deadlines driven by clients, prospects, and consultants.
Partners Capital Investment Group LLPNewPrincipal, Fund Controller Partners Capital Investment Group LLPPrincipal, Fund ControllerBoston, MA$120,000–$170,000 / yearPart timeClients 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.