Guideline Monitoring Analyst Binding MindsGuideline Monitoring AnalystBoston, MAMin Requirements / Posting Summary: Qualifications • 1 plus years of industry experience (internships included) • Bachelor's degree in Finance or Business-related field • Candidate must demonstrate a working knowledge of investment types, including equity and fixed income products, and derivative securities • Prior experience in guideline monitoring, investment operations or compliance, or an understanding of different regulatory regimes would be advantageous but is not required • Candidate should be energetic, self-confident, and have an inquisitive mind • An ideal candidate should be a self-starter who is results-driven, and be controls conscious • Possess strong organizational skills and proven ability to manage assignments with competing priorities • Exhibit strong interpersonal and communicative abilities • Demonstrated capability to perform both independently and collaboratively • Possess excellent attention to detail • Exhibit strong proficiency in computer skills and digital literacy, particularly with Word, Excel, and similar software applications. Responsibilities The Analyst will focus on providing support to investment teams, to ensure that investment transactions and holdings are compliant with client guidelines and regulatory requirements • The Analyst will be part of the team that: • Reviews Investment Management Agreements, evaluates client guidelines, and maintains the guideline monitoring system, called Sentinel • Performs real-time, pre-trade support with investors • Resolves post-trade incident exceptions generated from Sentinel • The Analyst will work collaboratively with other Guideline Monitoring Analysts, as well as other internal teams, specifically our Global Relationship Teams, Product Management and Portfolio Management • The Analyst will develop a deep understanding of investment strategies relative to client guidelines and regulatory requirements
Director, Structured Products Analyst - SLC Management Sun Life Financial IncDirector, Structured Products Analyst - SLC ManagementWellesley Hills, MA$124,250–$171,250 / yearUtilize analytical skills to leverage existing portfolio management systems and third-party surveillance tools to provide timely updates, opinions of value and engage portfolio managers on potential transaction opportunities. Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more.
Senior Associate, Client Service Partner's CapitalSenior Associate, Client ServiceBoston, MassachusettsThe Senior Associate, Client Service located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. The candidate should be hardworking and must be able to interact with colleagues and third parties, prioritizing and completing multiple tasks and meeting key investment and reporting deadlines.
Client Reporting Associate Partner's CapitalClient Reporting AssociateBoston, MassachusettsAs key stakeholders of portfolio data and client-facing reports, team members are expected to have a strong understanding of alternative investments and the ability to efficiently and accurately produce consolidated reports while meeting deadlines. The Client Reporting Associate located in Boston will be an integral member of the North America Client Operations team and will report directly to a Boston-based Principal in the Client Reporting department.
Client Onboarding Associate Partner's CapitalClient Onboarding AssociateBoston, MassachusettsThe Client Onboarding Associate located in Boston will be responsible for coordinating the onboarding and account opening for a range of clients, serving as a primary point of contact to new clients and to the Investment Teams managing client portfolios. Over time the candidate will be expected to have a good understanding of different investing entity structures and the documentation associated with each, a good level of regulatory knowledge and familiarity with Partners Capital and our third-party processes.
Client Service Principal, Taxable Partner's CapitalClient Service Principal, TaxableBoston, MassachusettsHands-on experience servicing US taxable clients (HNW families and family offices), including multi-entity household structures, tax-aware investment operations, and coordination with external CPAs and trust & estate counsel. Proactively identify and mitigate potential risks related to client accounts, working internally to identify, assess, and mitigate risks associated with client accounts and operational processes.
KYC Senior Associate Partner's CapitalKYC Senior AssociateBoston, MassachusettsThe Senior KYC Associate will be responsible for working with internal stakeholders and third parties in relation to the management of our clients’ portfolios and prioritizing and completing multiple tasks to meet deadlines. The Firm designs bespoke investment policies reflecting each client’s unique circumstances and implements investment solutions that aim to deliver strong returns with resilience across market cycles.
Communications Operations Associate Partner's CapitalCommunications Operations AssociateBoston, MassachusettsThis role will partner closely with the Global Head of Communications on initiatives focused on improving operational efficiency, enhancing processes, and leveraging technology to help scale and optimize the Communications & Marketing function. The Firm designs bespoke investment policies reflecting each client’s unique circumstances and implements investment solutions that aim to deliver strong returns with resilience across market cycles.
NewOperations Analyst - Parametric Morgan StanleyOperations Analyst - ParametricBoston, MA$60,000–$90,000 / yearProvide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner. Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner.
Structured Credit Analyst RightWorksStructured Credit AnalystSouth Boston, MassachusettsEnsure each step of the investment process for both asset classes is followed and properly communicated: credit monitoring, updating forward looking excess return expectation, monitoring of analytics. Investment experience in Agency MBS and Non-Agency RMBS markets with a demonstrated history of investing across the capital structure in a variety of collateral types and structures.
Lead Systems Analyst Wellington Management Company, LLPLead Systems AnalystBoston, MAThis role sits at the intersection of investment decision-making and technology, partnering closely with portfolio managers, research analysts, product managers, and engineering teams to deliver portfolio analytics capabilities that support how investors analyze portfolios, evaluate risk, and make investment decisions. Examples 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).
Guideline Monitoring Senior Analyst Wellington Management Company, LLPGuideline Monitoring Senior 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). In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.
Financial Analyst III Brightstar LotteryFinancial Analyst IIIProvidence, RI$59,795–$122,400 / yearAs a premier pure play global lottery company, our best-in-class lottery operations, retail and digital solutions, and award-winning lottery games enable our customers to achieve their goals, fulfill player needs and distribute meaningful benefits to communities. This role partners with Finance, Accounting, and business stakeholders to help understand financial performance, identify trends, support forecasting activities, and provide analysis that enables informed business decisions.
NewFinancial Reporting / Record To Report Controllership Senior Consultant DeloitteFinancial Reporting / Record To Report Controllership Senior ConsultantBoston, MA$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for…Assessing current-state controllership processes, identifying gaps, and defining target-state opportunitiesDeveloping transformation roadmaps and solution hypotheses across people, process, technology, and governanceApplying accounting, regulatory, and compliance requirements to finance transformation initiativesDesigning improvements across finance data, cost transparency, financial close and consolidation, and reporting processesManaging day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting effortsA successful candidate would possess these skills:Ability to work independently and collaborate as part of a teamEffective written and verbal communication skillsMeticulous attention to detail and quality of work productAbility to build and sustain professional relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills and professional demeanorAbility to meet deadlinesAbility to provide clear guidance to othersThe teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired:4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accountingBachelor's degree in Finance, Accounting, Information Technology, Risk Management, or EconomicsOne or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentialsExperience with automation tools, including Alteryx workflows or Microsoft 365 CopilotAbility to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
NewDigital Controllership Senior Consultant DeloitteDigital Controllership Senior ConsultantBoston, MA$116,200–$229,100 / yearExperience with one or more of the following: SAP, SAP Performance and Profitability Management, SAP Profitability and Cost Management, Oracle, Oracle Profitability and Cost Management, CostPerform, Workday, Workiva, BlackLine, Alteryx, Microsoft SQL Server, Tableau, or Power BI. Certified Public Accountant, Certified Internal Auditor, Chartered Financial Analyst, Chartered Accountant, Certified Cost Accountant, Certified Management Accountant, Chartered Alternative Investment Analyst, or Financial Risk Manager certification, or progress toward one of these credentials.
NewFront Office Market Risk Analyst, Assistant Vice President State Street CorporationFront Office Market Risk Analyst, Assistant Vice PresidentBoston, MA$90,000–$157,500 / yearAcross our comprehensive set of solutions - data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance - we deliver a breakthrough edge to drive business success. With a focus on innovative financing solutions, we've expanded our services to support a range of agency lending, repo and prime services, helping investors access new pools of liquidity and providing competitive overnight and term cash investment financing.
Equity Research Analyst - Reits MFS InvestmentsEquity Research Analyst - ReitsBoston, MAWellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them.
Senior Research Associate / Associate Analyst Artisan PartnersSenior Research Associate / Associate AnalystBoston, MA$100,000–$150,000 / yearAs experience is gained, the individual will be given opportunities to deepen their exposure to the idea generation and investment management processes and interact with various team members to fully explore the various roles required to manage investment portfolios. Research Associates contribute to the team's investment process as they perform research into daily news events, build and maintain financial models, and interact with company management and industry experts for companies around the world.
Msim - Municipal Research - Analyst Morgan StanleyMsim - Municipal Research - AnalystBoston, MA$110,000–$125,000 / yearOur 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. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Communications Operations Associate Partners Capital Investment Group LLPCommunications Operations AssociateBoston, MA$75,000–$90,000 / yearPart timeThis role will partner closely with the Global Head of Communications on initiatives focused on improving operational efficiency, enhancing processes, and leveraging technology to help scale and optimize the Communications & Marketing function. The Firm designs bespoke investment policies reflecting each client’s unique circumstances and implements investment solutions that aim to deliver strong returns with resilience across market cycles.