NewManager/Senior Manager, Alternative Investments KPMGManager/Senior Manager, Alternative InvestmentsBoston, MABachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Qualifications: Minimum five years of recent corporate tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as a tax manager with a public accounting firm.
NewDirector of Investment Accounting Governance MassMutualDirector of Investment Accounting GovernanceBoston, MAReporting to the Head of Investment Controllership Governance, you will lead a team of accounting professionals and an offshore partner organization while collaborating across Investment Operations, Securities Controllership, Finance, Treasury, and Enterprise Risk Management. In this highly visible role, you'll help shape the future of investment operational accounting by strengthening controls, modernizing processes, and supporting the evolution of our investment accounting technology landscape.
NewDirector of Alternative Investments - Commercial Mortgage Loans MassMutualDirector of Alternative Investments - Commercial Mortgage LoansBoston, MAThe position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders.
Senior Investment Analyst (CFA required) Great GraySenior Investment Analyst (CFA required)Boston, Massachusetts$110,000–$140,000 / yearThis individual will support the full breadth of the team’s responsibilities—spanning portfolio management, manager research, content development, and internal and external client support—with particular emphasis on advanced Excel skills and working knowledge of private markets. Lead the preparation and maintenance of complex, multi-tab Excel models supporting portfolio construction, quarterly rebalancing, de-risking processes, and target allocation analysis; advanced Excel proficiency is essential for this role.
Investment Analyst Wellington ManagementInvestment AnalystBoston, MassachusettsThe product management function has three main objectives: Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
NewInvestment Analyst (Quantitative) Mackenzie Financial CorporationInvestment Analyst (Quantitative)Boston, MassachusettsINCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background). As a member of this investment team, you will develop and enhance systems that power alpha modeling, portfolio construction and monitoring, combining human judgement with systematic and automated processes.
Investments Analyst Shine Associates, LLCInvestments AnalystBoston, MAFull timeThe firm invests throughout the United States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level operational enhancements as well as those with pricing advantages that arise from distressed, complex, and dislocated scenarios. The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial real estate transactions where the conditions exist for compelling absolute returns over a short and medium duration.
Investment Analyst, Venture Capital Cambridge AssociatesInvestment Analyst, Venture CapitalBoston, MassachusettsDue 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. 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.
Investment Analyst, CA Institute Cambridge AssociatesInvestment Analyst, CA InstituteBoston, MassachusettsBase salary range for this role: Pay Range Minimum: 80000 Pay Range Maximum: 87000 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. In addition, the position requires strong qualitative judgement during the data collection process and in helping clients determine the proper research analysis that best supports their specific needs.
Investment Analyst, Public Equity Cambridge AssociatesInvestment Analyst, Public EquityBoston, 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: 80000 Pay Range Maximum: 88500 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
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.
Quantitative Investment Analyst FidelityQuantitative Investment AnalystBoston, MassachusettsRemotePlease 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.
NewInvestment Analyst, Fixed Income ManulifeInvestment Analyst, Fixed IncomeBoston, Massachusetts$78,000–$140,500 / yearManulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. Complete research, including conducting credit analysis and/or analysis of classes of securities, market trends, yield and duration relationships, and pricing trends between different fixed-income sectors.
NewInvestment Analyst, OCIO Operations NEPC CareersInvestment Analyst, OCIO OperationsBoston, Massachusetts$62,000–$81,000 / yearAs 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, Private Equity Cambridge AssociatesInvestment Analyst, Private EquityBoston, MassachusettsBase salary range for this role: Pay Range Minimum: 80000 Pay Range Maximum: 88500 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Utilize analytical frameworks and develop unique analyses to assess private equity funds in terms of organization, investment strategy, performance, fund terms, current portfolio companies, and other key attributes.
Portfolio Investment Analyst Daley and AssociatesPortfolio Investment AnalystBoston, MA$80,000–$100,000 / yearAdvanced proficiency with Microsoft Office tools, specifically Excel, is required; Pivot Tables and Macros ; experience with performance-measurement platforms such as FactSet or Bloomberg, and a track record of leveraging intelligent workflow and data-enrichment tools will set you apart. Strong verbal, written, and interpersonal skills are necessary to communicate and interact directly with a diverse group of Account Managers, clients and prospects, outside investment advisors, and other investment professionals.
New2027 Investment Banking Analyst - Boston Technology Piper Sandler2027 Investment Banking Analyst - Boston TechnologyBoston, MassachusettsOur analysts work closely with senior bankers to make a real impact on our clients’ businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts and strategic advisory work. Our 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.
M&A - Investment Banking - Analyst Alantra Solar Energy AdvisorsM&A - Investment Banking - AnalystBoston, MassachusettsAlantra’s portfolio advisory team is the leading portfolio advisory unit in Europe, with over 150 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. With over 500 professionals, the firm is publicly listed since 2015 with a €600Mn market capitalization as of February 2020.Its Investment Banking division employs over 250 professionals, providing independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions.
NewSenior Analyst, Investment Operations CFSSenior Analyst, Investment OperationsBoston, MA$120,000–$160,000 / yearHedge fund, multi-strategy, or similar investment management experience strongly preferred. Support operational workflows across equities, derivatives, alternative investments, and direct trading strategies.
Analyst, Equity Investment Services FidelityAnalyst, Equity Investment ServicesBoston, MassachusettsRemoteAs an Analyst on the Equity Investment and Analytic Services (EQIS) at Fidelity Investments, you will play a critical role partnering with our EQIS team and cross functional partners to help to develop data analytics for Equity Research subject areas including analyst coverage, impact metrics, portfolio analytics, as well as support on-going operational processes. 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.