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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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 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.
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.
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.
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.
Director, Investment Analysis - Alternatives FidelityDirector, Investment Analysis - AlternativesSmithfield, Rhode IslandRemotePlease 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. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm.
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.
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.
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 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 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.
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.
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.
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.
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.
Senior 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.
Private Wealth, Investment Specialist (Boston, MA) Citizens Financial Group IncPrivate Wealth, Investment Specialist (Boston, MA)Boston, MA$100,000–$140,000 / yearWorking closely with Wealth Managers and senior team members, the Investment Specialist contributes to the delivery of customized financial solutions and supports the overall growth and success of the firm. The Investment Specialist plays a key role in supporting and strengthening client relationships by delivering exceptional service, understanding client goals, and ensuring a high level of satisfaction.
Vice President, Client Service Lead - Investment Performance and Risk Services The Bank of New York Mellon CorpVice President, Client Service Lead - Investment Performance and Risk ServicesEverett, MA$68,000–$185,000 / yearInvestment data expertise: Deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers. Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools.
Senior Vice President, Compliance & Control (Investments Compliance) The Bank of New York Mellon CorpSenior Vice President, Compliance & Control (Investments Compliance)MAIn this role, youll make an impact in the following ways: Assist the Chief Compliance Officer in developing investment adviser compliance programs and ensuring compliance with all applicable laws, regulations and industry best practices. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Investment Real Estate Agent Prophet HomesInvestment Real Estate AgentBoston, MassachusettsOur teams of experienced of Acquisitions Associates provide you with consistent inventory to sell - Agents are paid weekly to put money in their pockets fast Industry-Leading Resources - Structured onboarding, individualized training, and mentorship - Our managers have more knowledge and experience than anyone in the industry, and work closely with agents to help you start earning fast - Our team-centered approach promotes peer-to-peer learning and personal support to help you develop and progress quickly - Access to our proprietary training database, sales methods, investor marketplace, and technology systems Flexible, Performance-Driven Environment - Control your schedule and income - Work independently while being supported by experienced managers, senior agents, our ongoing training platform, and operations team Qualifications - Active Massachusetts real estate license or willingness to obtain one (we guide you through the process) - Background in sales, real estate, acquisitions, wholesaling, business, or finance preferred - Strong communication, coachability, and relationship-building skills - Comfortable communicating with prospects via phone and email, using CRM systems and other technology tools - Self-motivated, goal-oriented, and comfortable in a commission-based environment Who We Are Prophet Homes is a real estate investment marketplace connecting motivated sellers. Why Join Prophet Homes Unlimited Earning Potential - 100% commission-based role with uncapped income - Higher commission splits than our competitors - Our lender referral program allows agents to supplement their income significantly (often thousands of dollars per transaction) - Top performers can earn $175,000+ within their first year High Transaction Volume - Faster closings and frequent commission payouts - Consistent deal flow.
Institutional Client Billing - Morgan Stanley Investment Management - Vice President Morgan StanleyInstitutional Client Billing - Morgan Stanley Investment Management - Vice PresidentBoston, MassachusettsKey responsibilities span operational delivery, controls and governance, stakeholder engagement, reporting and analysis, team leadership, and process improvement: Lead end-to-end institutional client billing operations, including fee setup and interpretation, calculation and validation, invoice generation and distribution, cash application, and accounts receivable oversight, with a focus on accuracy, timeliness, and strong client experience. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Investment Management Agreements Specialist - Vice President Morgan StanleyInvestment Management Agreements Specialist - Vice PresidentBoston, MassachusettsOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Assistant General Counsel, Alternative Investments, Marsh McLennanAssistant General Counsel, Alternative Investments,Boston, MassachusettsAs Assistant General Counsel, Alternative Investments, you will be responsible for providing strategic and tactical legal advice and support on a wide range of matters relating to the firm’s global private markets and hedge fund-of-funds products and separately managed accounts (“SMAs’”). Oversee all legal aspects in the development, launch and ongoing operation of Mercer investment funds and SMAs, including legal, regulatory and tax structuring, and drafting / reviewing and negotiating constituent documentation (e.g., limited partnership agreements, limited liability company agreements, and associated offering documents).
IBOR Business Systems Analyst - Investment Management Technology MassMutualIBOR Business Systems Analyst - Investment Management TechnologyBoston, MassachusettsThis 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.
Investment Operations Analyst, Alternatives MassMutualInvestment Operations Analyst, AlternativesBoston, MassachusettsAs 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.
Investment Analyst - Public Equities Cambridge Associates Private ClientsInvestment Analyst - Public EquitiesBoston, MAThis 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. Job Description Summary: The Public Equities Research Team gathers, analyzes, and disseminates information and opinions on public equity investment funds, supporting decision making by our investment directors and clients.
Investment Analyst, Venture Capital Cambridge Associates Private ClientsInvestment Analyst, Venture CapitalBoston, MADue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Job Description Summary: Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Senior Technology Leader - Investment Technology (46240) Levi, Ray & Shoup IncSenior Technology Leader - Investment Technology (46240)Boston, MA$80–$110 / hourYou will drive the modernization of cloud-native investment platforms, partnering with stakeholders across Investments, Operations, Product, and Technology to deliver scalable, high-impact solutions supporting Portfolio Management and Trading. This role combines technical leadership with active software engineering, requiring you to remain hands-on in architecture and development while leading a distributed team and shaping the technology strategy for our core investment platforms.
Strategic Accounts Relationship Manager - Vice President - BNY Investments The Bank of New York Mellon CorpStrategic Accounts Relationship Manager - Vice President - BNY InvestmentsBoston, MA$83,000–$209,000 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. S/He will serve in a consultative role to their assigned clients, advising on the best way to achieve short and long term strategic objectives, this may include working with research sales teams at assigned client firms.
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.
Senior Vice President, Consultant Relations - BNY Investments The Bank of New York Mellon CorpSenior Vice President, Consultant Relations - BNY InvestmentsMA$102,000–$228,000 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Lead US Consultant Strategy: Own and execute the national consultant relations strategy, cultivating relationships with large and complex institutional consultants across the US to drive business growth and influence ratings.