NewInvestment 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) .
NewAnalyst, Alternative Investments Shareholder Reporting Fidelity InvestmentsAnalyst, Alternative Investments Shareholder ReportingPelham, NHRemoteInvestment OperationsPlease 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
NewInvestment 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.
NewInvestment 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.
NewDirector 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.
NewAlternative Investments Private Markets Business Analyst Fidelity InvestmentsAlternative Investments Private Markets Business AnalystNewton, MARemote$89,000–$180,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. As a Business Analyst supporting the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Private Markets structures and requirements.
NewSenior Vice President, Compliance & Control (Investments Compliance) BNYSenior Vice President, Compliance & Control (Investments Compliance)Boston, MAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Develop, review, and enhance policies in accordance with the Investment Advisers Act and other applicable regulations, ensuring alignment with regulatory requirements and industry best practices .
NewDirector, Derivatives and Liquid Alternative Investments Product Manager Fidelity InvestmentsDirector, Derivatives and Liquid Alternative Investments Product ManagerBrookline, NHRemote$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.
NewDirector, Alternative Investment Project Management and Strategic Initiatives Fidelity InvestmentsDirector, Alternative Investment Project Management and Strategic InitiativesBrookline, NHRemote$110,000–$222,000The Alts Project Management & Strategic Initiatives team was founded in 2023 to establish supporting infrastructure and framework for proprietary alternatives, from tactical execution to strategic design & implementation, provide centralized program management for alts fund launches and other cross-functional initiatives, drive meaningful improvement of the alts operating model, and centralize alts infrastructure coordination activities and prioritization. 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.
NewSenior Manager, Alternative Investments Shareholder Reporting Fidelity InvestmentsSenior Manager, Alternative Investments Shareholder ReportingBrookline, NHRemoteInvestment OperationsPlease 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
NewManager, Alternative Investments Shareholder Reporting Fidelity InvestmentsManager, Alternative Investments Shareholder ReportingHudson, NHRemoteInvestment OperationsPlease 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
NewSr. Manager, Alternative Investments Limited Partnership Shareholder Reporting Fidelity InvestmentsSr. Manager, Alternative Investments Limited Partnership Shareholder ReportingBrookline, NHRemoteInvestment OperationsPlease 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
NewSenior Manager, Advisor Oversight - Alternative Investments Fidelity InvestmentsSenior Manager, Advisor Oversight - Alternative InvestmentsNewton, MARemote$85,000–$171,000The team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
NewAnalyst, Real Estate Shareholder Reporting Fidelity InvestmentsAnalyst, Real Estate Shareholder ReportingBrookline, NHRemoteInvestment OperationsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk & Business Operations.
Real Estate Investment Analyst FidelityReal Estate Investment AnalystBoston, MassachusettsRemote2 or more years of relevant professional experience (commercial real estate investment sales, investment banking, acquisitions, asset management, portfolio/fund management, development, finance, or appraisal); experience across multiple real estate product types is preferred but not required. 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.
Investment Analyst - Portfolio Construction Factory Mutual Insurance CoInvestment Analyst - Portfolio ConstructionBoston, MAIt would require helping build and produce risk and exposure reports, conducting market and portfolio research, delivering analytics driven insights that inform risks and positioning across the portfolio. Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners.
Investment Analyst, Secondaries Cambridge AssociatesInvestment Analyst, SecondariesBoston, MassachusettsBase salary range for this role: Pay Range Minimum: 80000Pay Range Maximum: 88500In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. This will include: Conducting business and industry due diligence on private investment portfolios, building financial models, and supporting senior deal team members throughout the entire investment processes.
Investment Analyst, Secondaries Cambridge Associates Private ClientsInvestment Analyst, SecondariesBoston, MAThis will include: Conducting business and industry due diligence on private investment portfolios, building financial models, and supporting senior deal team members throughout the entire investment processes. Preparing for, and participating in, meetings with private equity fund executives, portfolio company executives, and other senior investment professionals both internal and external to Cambridge Associates.
NewQuantitative Investment Analyst - Custom Income Strategies (CIS) Loomis, Sayles & Company, L.P.Quantitative Investment Analyst - Custom Income Strategies (CIS)Boston, MA$100,000–$160,000 / yearThe team is based in Boston, MA and is comprised of 9 individuals including the director of CIS, one portfolio manager, two associate portfolio managers, one strategist, one senior analyst, one associate and two investment directors. Employ and enhance existing, proprietary portfolio construction tool to create model portfolios in close collaboration with portfolio managers and strategists across investment teams.
Quantitative Investment Analyst Focus Financial PartnersQuantitative Investment AnalystBoston, MassachusettsSCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
NewInvestment Analyst - Public Equities Cambridge AssociatesInvestment Analyst - Public EquitiesBoston, MassachusettsThis includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry. Base salary range for this role: Pay Range Minimum: 80000Pay Range Maximum: 88500In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
Associate Investment Analyst, Equities Factory Mutual Insurance CoAssociate Investment Analyst, EquitiesBoston, MAEstablished nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.
NewInvestment 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, OCIO Operations NEPC CareersInvestment Analyst, OCIO OperationsBoston, MassachusettsAs an OCIO Operations Analyst, you will be responsible for supporting the OCIO Operations team in the processing and reconciliation of all aspects of the trading process for OCIO portfolios including trade communication, cash reconciliations, positions reconciliation, trade acknowledgement, and settlement confirmation. In this highly visible and fast paced role, you will play a role in overseeing all aspects of trading OCIO client portfolios including trade execution and settlement, portfolio policy monitoring, cash management and reconciliation.
Investment Analyst Ascensus LLCInvestment AnalystNewton, MA$60,000–$120,000 / yearThe Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the "Committee"); and (iii) providing analytic support to the Committee. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Investment Analyst Wellington Management Company LLPInvestment AnalystBoston, MAExamples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). Fixed Income Product Management ("FIPM") at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs.
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 Analyst, Business Risk Analyst Cambridge AssociatesInvestment Analyst, Business Risk AnalystBoston, MassachusettsResponsibilities include developing due diligence plans, reviews of managers’ documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO etc.), coordinating background checks, and preparing written analyses of managers’ business and operational capabilities and their risk management frameworks. BRM’s operational due diligence program involves a comprehensive review of investment manager processes and procedures pertaining to such key areas as operations, compliance, valuation, fund accounting, counterparty-risk management, technology and other support functions.
Investment Analyst, Business Risk Analyst Cambridge Associates Private ClientsInvestment Analyst, Business Risk AnalystBoston, MAResponsibilities include developing due diligence plans, reviews of managers' documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO etc.), coordinating background checks, and preparing written analyses of managers' business and operational capabilities and their risk management frameworks. BRM's operational due diligence program involves a comprehensive review of investment manager processes and procedures pertaining to such key areas as operations, compliance, valuation, fund accounting, counterparty-risk management, technology and other support functions.
NewInvestment & 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.
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.
Fixed Income Research Associate - Liberty Mutual Investments Liberty Mutual Holding Company IncFixed Income Research Associate - Liberty Mutual InvestmentsMAWith 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. Collaborate with Portfolio Managers, Traders, and other investment analysts to maintain a One Team/One Portfolio approach to investment decision-making, leveraging diverse perspectives to identify and pursue investment opportunities that align with overall portfolio objectives.
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 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.
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.
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.
Global Hyperscale Team - Investments - Senior Analyst Digital Realty Trust IncGlobal Hyperscale Team - Investments - Senior AnalystMA$120,000–$170,000 / yearPlatformDIGITAL, 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.
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.
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 Operations Analyst Liberty Mutual Holding Company IncInvestment Operations AnalystBoston, MAOur team supports various investment types, including public equity, investment-grade and high-yield debt, structured credit (MBS/CMO), private credit, bank loans, and derivatives. Liberty Mutual Investments (LMI) is seeking an Analyst to join its Investment Operations Shared Services Team supporting the reconciliation function of invested assets.
Senior Analyst, Portfolio Strategy & Management - Liberty Mutual Investments Liberty Mutual Holding Company IncSenior Analyst, Portfolio Strategy & Management - Liberty Mutual InvestmentsBoston, MAIn-depth experience in private market systems / data / tools / visualization / platforms (WSO, eFront, Aladdin a plus).Ability to work across teams to innovate collaboratively and to achieve desired resultsExcellent communication skills (written / verbal / presentation).Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMIThe PositionWe are currently seeking a candidate for a senior analyst position on the Portfolio Strategy and Management ("PS&M") team within Global Alternative & Credit Markets Investments division.
Investment Operations Analyst, Alternatives Massachusetts Mutual Life Insurance CompanyInvestment Operations Analyst, AlternativesBoston, MA$67,400–$88,400 / yearThe Impact: As an Investment Operations Analyst, you will work closely with a variety of internal and external stakeholders, including internal operations, legal, compliance, external venders, fintech platforms, and financial advisors on a comprehensive range of offerings. As an Investments Operations Analyst on the Alternative Investments Product team, you'll support a growing range of offerings, such as private placements, interval funds, and tax-efficient strategies.
Lead Investment Data Analyst Marsh McLennanLead Investment Data AnalystBoston, MassachusettsThis person will partner closely with Mercer’s North America OCIO & Advisory teams to deliver high-quality, end-to-end data solutions that support the multiple business units such as operations, investments, performance, business development, trading etc. 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.
Investments Rotational Program Analyst Factory Mutual Insurance CoInvestments Rotational Program AnalystBoston, MAFMIM 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.
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.
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.
Investment Operations Senior Analyst KKR & Co IncInvestment Operations Senior AnalystBoston, MA$70,000–$100,000 / yearKKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. The Senior Analyst will play a pivotal role in supporting the Fund Accounting and Controllership teams during monthly and quarterly closing, ensuring the accuracy and integrity of financial reporting.
Investment Operations Analyst Daley and AssociatesInvestment Operations AnalystBoston, MA$19–$20 / hourResearch 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 are reported correctly. This is an entry-level position, providing an excellent opportunity to gain hands-on back-middle office experience with a top-tier Investment Management firm.
Investment 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.
Senior 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.