Senior Vice President, Consultant Relations - BNY Investments The Bank of New York Mellon CorpSenior Vice President, Consultant Relations - BNY InvestmentsBoston, MA$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.
NewInvestment Tax Manager MassMutualInvestment Tax ManagerBoston, MassachusettsThe Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables.
Investment Expert - Remote YO AI LabsInvestment Expert - RemoteBoston, MassachusettsRemoteWe are looking for finance professionals with experience in investment banking, private equity, venture capital, hedge funds, or growth equity to help evaluate and improve AI models' financial reasoning. Evaluate AI outputs related to valuation, financial modeling, markets, and investments.
Associate (2027): Investment Team Summit PartnersAssociate (2027): Investment TeamBoston, MA and Menlo Park$150,000–$160,000 / yearWith a history spanning four decades, Summit invests across growth sectors of the economy and has invested in more than 550 companies in technology, healthcare, and other growth industries including financial services, consumer, business services and industrial technology. Both require passion and drive, a voracious appetite to learn, insatiable curiosity, a genuine interest in business and how companies work and, perhaps most importantly, a resilience and relentless optimism that the next great company is right around the corner.
Vice President, Alternative Investments Data Strategy FidelityVice President, Alternative Investments Data StrategyBoston, 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.
Investment Associate - Technology & Media Cerity Partners LLCInvestment Associate - Technology & MediaBoston, MA$100,000–$115,000 / yearFounded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with leading brands like Mars, T-Mobile, BEHR, and more. With a team of 50+ investment professionals in Boston, Chicago, Los Angeles, New York, Philadelphia, and San Francisco, CPV manages more than 20 corporate venture capital funds.
Strategist - Investment Product Development MFS InvestmentsStrategist - Investment Product DevelopmentBoston, MA$123,000–$177,500 / yearThe Strategist - Investment Product Development leads work relating to the development, enhancement, and management of investment products across MFS distribution channels, facilitating the implementation of approved product initiatives through the management of cross-functional project teams. Wellness 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.
Investment Management Consultant II - Smithfield FidelityInvestment Management Consultant II - SmithfieldSmithfield, 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. Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources.
Investment Manager Governance & Relationship Manager Massachusetts Mutual Life Insurance CompanyInvestment Manager Governance & Relationship ManagerBoston, MA$118,900–$156,000 / yearAs an Investment Manager Governance & Relationship Manager, you will help drive the execution of MassMutual's enterprise governance framework and relationship management strategy across affiliated and non-affiliated external asset managers. The team partners closely with internal and external stakeholders to support governance forums, oversee key performance and service metrics, drive continuous improvement, and ensure effective execution of oversight activities throughout the investment lifecycle.
Investment Strategy Technology Co Op Wellington ManagementInvestment Strategy Technology Co OpBoston, MassachusettsExamples 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.
NewInvestment Platform Technology Co-op Wellington ManagementInvestment Platform Technology Co-opBoston, MassachusettsExamples 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.
AI Business Engineer - Investment Banking Experience Raymond James Financial IncAI Business Engineer - Investment Banking ExperienceBoston, MAThe AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through custom GPTs and prompts and emerging agent-based tools. Working knowledge of Python and SQL to support data exploration, workflow automation, and AI prototype development; ability to read, modify, and apply scripts with guidance from engineering partners - deep software engineering experience not required.
Senior Investment Director Cambridge Associates Private ClientsSenior Investment DirectorBoston, MAOur worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. Today the firm delivers a range of services across asset classes, including investment advising, discretionary portfolio management, research and investment.
Investments and Business Case, Principal Mitre CorpInvestments and Business Case, PrincipalBedford, MA$145,200–$181,500 / yearAssess opportunities related to capability-led offerings, service centers, enterprise platforms, AI-enabled operating models, data and cyber capabilities, real estate, and other institutional investments that strengthen long-term self-financing capacity. Lead decision-ready business cases for strategic and enterprise investments across MITRE, including capability development, service centers, AI and digital infrastructure, facilities, SCIFs, sites, and other mission-enabling capital initiatives.
2027 Guggenheim Securities Investment Banking Summer Associate - Boston Technology Guggenheim Partners LLC2027 Guggenheim Securities Investment Banking Summer Associate - Boston TechnologyBoston, MAThe program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
Boston Multifamily Agent - Investment Sales Marcus & Millichap Real Estate Investment ServicesBoston Multifamily Agent - Investment SalesBoston, MassachusettsCompensation is derived solely from commissions earned on successfully completed commercial real estate transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. Whether you're coming from financial services, insurance, real estate lending, or enterprise sales, we will show you how to translate your sales skills into commercial real estate investment sales.
Director, Investment Strategy Focus Partners WealthDirector, Investment StrategyBoston, Washington$240,000–$260,000 / yearBlending 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. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Investment Compliance Associate Victory Capital Management Inc.Investment Compliance AssociateBoston, MA$97,750–$115,000 / yearConduct initial review of potential active and passive UCITS breaches, including, documentation of findings, and coordination with portfolio managers, escalating complex issues to senior team members/management to ensure effective remediation. Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications.
Internal Wholesaler / Investment Consultant Natixis Investment ManagersInternal Wholesaler / Investment ConsultantBoston, Massachusetts$85,000–$115,000 / yearThe Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. Actual annual compensation targets may vary based on factors including but not limited to education, training, experience, commissions earned, and other job-related factors.
AWM Regulated Investment Company (RIC) Tax Senior Associate PricewaterhouseCoopers LLPAWM Regulated Investment Company (RIC) Tax Senior AssociateBoston, MA$77,000–$214,000 / yearWithin our Tax practice, you will focus on validating clients'' compliance with tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .