397 Results for

Investment Officer Jobs in Waltham, MA

Jobs

Quincy, MA30+ days ago

$65,000–$113,750 Per Year

As 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. Prepare, maintain, and support delivery of GIPS Composite Reports and pooled fund reports for prospective clients, consultants, and internal stakeholders.

Boston, MA14 days ago

$120,000–$202,500 Per Year

p>As the COO - Investments Business Risk Partner, you will:

Maintain deep subject matter knowledge related to business line control activities, operating model, strategy, and key initiatives; efficiently and effectively apply this insight into how content, themes, and priorities are framed and actioned.
The State Street Investment Management's (IM) Business & Technology Risk and Resilience (BTRR) team is first line function that partners with business teams to properly manage operational, technology, and regulatory risk, together with business and technology resiliency.

Quincy, MA7 days ago

$60,000–$101,250 Per Year

We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

Boston, MA26 days ago

$60,000–$101,250 Per Year

p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails).

Boston, MA13 days ago

$60,000–$101,250 Per Year

p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails).

Boston, Massachusetts30+ days ago

Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including: Client fundings for separate accounts and commingled funds. Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization.

Boston, MA18 days ago

$65,000–$113,750 Per Year

p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

The AML Analyst (Officer level) plays a key role within the first line of defense, supporting the delivery of SSIM's Anti-Money Laundering (AML) and Know Your Customer (KYC) programme.

Quincy, Massachusetts7 days ago

p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.. As the technology platform evolves and product innovation continues throughout the organization, there will be opportunities for this role to absorb similar processes and responsibilities from other internal teams working toward the end-state Platforms, Products, and Services operational model.

Boston, MA30+ days ago

$65,000–$113,750 Per Year

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Developing, testing, and implementing automated rules within the monitoring systems and manual monitoring procedures for non-automated rules;

Reading governing documents such as Fund Regulatory governing documents and Investment Management Agreements; identifying and resolving interpretive issues, and reviewing investment restrictions;

Extracting compliance restrictions from governing documents for new accounts and amendments, and coding those restrictions into the compliance systems;

Completing required new account/amendment documentation, including obtaining all necessary signatures, prior to effective date;

Manage and provide support to completion of new account/amendment onboarding process to ensure that appropriate reviews and sign-offs are timely obtained.

Tracking new account and amendment onboarding status, providing reporting and updates to management;

Developing or enhancing policies and procedures related to compliance processes, with a focus on establishing globally consistent best practices;

Lead projects with IT, Data, and system vendors to identify ways to further enhance automation in the compliance system;

Lead reviews with internal and external auditors to facilitate controls reviews;

Lead in Project work (reviewing regulatory fund docs, compliance system coding/testing, etc.

Boston, MA27 days ago

$170,000–$200,000 Per Year

Reporting directly to the Chief Compliance Officer (CCO) of the registered investment advisor, this individual plays a critical role in maintaining the integrity of the firms compliance program - overseeing regulatory adherence, managing risk, and fostering a culture of ethical conduct across investment, operational, and client-facing teams.

You Will:

Assist the CCO of the registered investment advisor and the CCO of the mutual funds in designing, implementing, and administering the firms Rule 206(4)-7 and Rule 38a-1 compliance programs, including maintaining and updating policies and procedures designed to prevent violations of the federal securities laws.

New!

Boston, Massachusetts2 days ago

As our investment research and trading arm, SSM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Support the relationship managers and sales teams within Financing Solutions to create a seamless servicing model, including creation of presentations, improve reporting, and manage daily client activities.

Boston, Massachusetts15 days ago

p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.. The individual will partner closely with senior national account managers, regional consultants, and cross-functional teams to support and execute strategic sales initiatives, with a focus on increasing market share and advancing business growth within the DC Intermediary channel.

Quincy, MA30+ days ago

$70,000–$122,500 Per Year

During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. As 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.

Quincy, Massachusetts30+ days ago

During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. As 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.

Boston, MA30+ days ago

$118,900–$238,000 Per Year

We will count on you to: Oversee and lead the US&C Investments subadvisory oversight compliance program with a focus on reviewing third-party compliance programs, policies, and activities; assessing risk; and appropriately escalating to meaningfully mitigate the firm's regulatory risk. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Boston, MA30+ days ago

p>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. 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.

Boston, MA27 days ago

Utilize common analytical frameworks and develop unique analyses to assess hedge funds in terms of organization, investment strategy, performance, liquidity, fund terms, current portfolio positions, and other key attributes. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research including white papers exploring current topics of interest in the hedge fund industry.

Boston, Massachusetts30+ days ago

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. 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.

Boston, MA30+ days ago

$95,000–$280,000 Per Year

Identify business requirements for software projects and coordinate with internal and external stakeholders to proactively implement project work related to strategic investment and client initiatives (including for example, new instrument implementation, fund launches, implementation of new market access or operating protocols, etc.). This individual will monitor the performance of our outsourced middle office provider, guide and manage the strategic direction of work perform by our outsourced middle office provider, and provide oversight of critical daily production processes and controls to ensure that data is accurate and appropriate for use in the investment and trading processes.

Boston, MA30+ days ago

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.
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.

Boston, MA15 days ago

$70,000–$130,000 Per Year

p>What you will be responsible for:

As Transition Management Oversight AVP, you will:

Provide governance and oversight for all services supporting the transition management investment function provided by our strategic partner, establishing clear processes, controls, and review frameworks that ensure compliance with internal policies and regulatory requirements.
Investment operations expertise - Strong understanding of the end-to-end investment lifecycle and middle-office processes (trading, settlements, corporate actions, etc.) across multiple asset classes, including an appreciation for the risks and service requirements of portfolio transitions.

Boston, Massachusetts22 days ago

Responsibilities 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.

Boston, MA21 days ago

li>Responsibilities 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.

Boston, Massachusetts30+ days ago

This role requires frequent collaboration with other internal operations and investment teams and external service providers (e.g., fund accounting agent, outsourced middle and back-office service providers, and custodians).Job Description: Base salary range for this role: Pay Range Minimum: 63700Pay Range Maximum: 82800In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.

Boston, Massachusetts14 days ago

Responsibilities include developing appropriate financial and investment goals, asset allocation policies, and investment manager structures; conducting due diligence on investment opportunities; selecting and recommending managers; and evaluating the performance of individual managers and total portfolios.

Base salary range for this role:

Pay Range Minimum: 136600

Pay Range Maximum: 183000

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.

MA26 days ago

Remote

$66,740–$94,800 Per Year

This role assists the daily execution of report preparation, data input validation, aggregation, and delivery across assigned reporting channels - including operational, trust, client, board, executive, performance, internal, investor, plan-level, and ad hoc reports. The Analyst, Investment Reporting Operations is a developing reporting professional responsible for assisting the production and quality assurance of investment reporting outputs under the direction of a Director or Senior Analyst.

Boston, MA30+ days ago

Prepare and instruct cash wires for the purpose of private investment capital calls, alternative asset subscriptions, manager and service provider invoices, client withdrawals, FX transactions.

Boston, MA22 days ago

$80,000–$140,000 Per Year

p>This role is critical to State Street Investment Management's ability to execute accurate, timely, and controlled client contracting across North America, particularly in high-impact Transition Management events where speed and precision directly influence client outcomes.

Building on the established scope of the Client Contracting function, this position places increased emphasis on front-to-back contracting execution, product-specific documentation, and support for time-sensitive Transition Management events, where speed, accuracy, and risk oversight are critical to successful delivery.

Boston, MA13 days ago

Job Description Summary:

Investment Directors work closely with colleagues to help clients meet or exceed their investment objectives, operating within a team-based structure alongside Chief Investment Officers, Managing Directors, Senior Investment Directors, and Associates.

Boston, Massachusetts30+ days ago

Reporting to the President of the Retirement & Wealth, while also working very closely with the Marsh McLennan Agency’s National Chief Investment Officer, this position will be responsible for developing and delivering solutions for institutional clients, such as plan sponsors and trustees of defined-contribution retirement plans, pension funds and other institutional asset pools. Critically analyze different investment markets, managers' investment styles and portfolio characteristics and evaluate their impact on investment performance each quarter and produce accurate and detailed client reports through analysis of client-specific investment data in support of their consulting colleagues.

Boston, MA29 days ago

$110,000–$181,250 Per Year

p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

The VP will serve as a key senior partner to Investments, Compliance, Marketing, Consultant Relations, and Operations, ensuring performance outputs are accurate, scalable, and aligned with regulatory requirements and industry best practices.

MA30+ days ago

$117,300–$218,500 Per Year

Reporting to the President of the Retirement & Wealth, while also working very closely with the Marsh McLennan Agency's National Chief Investment Officer, this position will be responsible for developing and delivering solutions for institutional clients, such as plan sponsors and trustees of defined-contribution retirement plans, pension funds and other institutional asset pools.

Critically analyze different investment markets, managers' investment styles and portfolio characteristics and evaluate their impact on investment performance each quarter and produce accurate and detailed client reports through analysis of client-specific investment data in support of their consulting colleagues.

MA30+ days ago

$232,000–$348,000 Per Year

We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Mercer 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.

MA30+ days ago

$232,000–$348,000 Per Year

p>Mercer 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.

MA30+ days ago

Remote

$180,220–$268,400 Per Year

Owns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.

Boston, MA24 days ago

Supervisory Responsibilities - Directly supervises operations-center analysts and the on-site security team; responsibilities include scheduling, training, performance management, and coordination of staffing levels and coverage in line with contractor and client requirements. Build effective working relationships with client business-continuity, HR, IT/security, Legal/Privacy, and communications partners, and maintain relationships with law enforcement, emergency services, and external risk-management providers.

Quincy, MA30+ days ago

$120,000–$202,500 Per Year

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Monitor and manage key risks including: spread duration and interest rate exposure, prepayment and extension risk, credit and structural risk (including tranche behavior), ensure portfolios remain aligned with established risk frameworks and guidelines. This individual will play a key role in managing securitized credit portfolios across RMBS, CMBS, ABS, and CLOs, contributing directly to investment performance, portfolio construction, and client outcomes.

Boston, MA14 days ago

$120,000–$202,500 Per Year

p>State Street Investment Management ("State Street IM", formerly State Street Global Advisors) is seeking a Vice President of Engineering to lead the design, delivery, and production support of the Transition Management (TM) & Trading technology platform.

This role will be accountable for end-to-end platform ownership, ensuring high availability, scalability, and operational resilience, while enabling efficient execution of Transition Management workflows across asset classes.

Boston, Massachusetts30+ days ago

Finally, the Investment Managing Director will work collaboratively across the broader Cambridge Associates private investments team to track and analyze industry trends, contribute to research and thought leadership, and serve as a resource for client-facing colleagues constructing high-quality private investment portfolios for clients. Serve as a resource to colleagues and clients seeking current information on venture capital opportunities and markets, including data and analysis, comparisons across fund managers, and the investment views of the Private Investments team.

MA20 days ago

The Quantitative Solutions team leads the General Account's asset allocation and portfolio construction process, delivering advanced analytics, scenario analysis, and forward-looking insights to guide long-term, annual, and tactical investment decisions within regulatory, rating agency, and portfolio constraints.

Demonstrated knowledge of private asset classes, including private equity, private credit, real assets, or infrastructure, with an understanding of fund structures, cash flow mechanics, performance metrics (IRR, MOIC, DPI, TVPI), and the challenges of working with private markets data.

Boston, MA30+ days ago

As 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.

Boston, MA30+ days ago

$90,000–$157,500 Per Year

p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

Transition to migrating from existing data platforms and managing enhancements of new data platform involving an open technology stack and newer skills like Python and dbt.

MA30+ days ago

$100,000–$167,500 Per Year

p>Java and C# programming Windows and Unix (Linux) Knowledge of ETL tools such as Kettle and Talend Familiar with at least one SCM (Perforce would be a plus) XML and XSLT Understanding of ERDs Tomcat configuration and optimization N-tier application architecture SOAP/XML and messaging software like MQ Series, MSMQ, Sonic MQ, Open JMS, Kafka In-depth knowledge of one of the following RDBMS: Oracle or MS SQL Server Perl Self-motivated and Self-driven BS/MS in Computer Science or equivalent field.

We truly believe our employees diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.

Boston, MA21 days ago

$90,000–$157,500 Per Year

p>State Street Investment Management, one of the industry's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. This position requires the ability to oversee complex portfolios, including custom balanced strategies, model portfolios, and registered funds, while contributing actively to tactical asset allocation discussions, portfolio reviews, and business development efforts.

Boston, MA14 days ago

$110,000–$188,750 Per Year

p>As a Senior National Account Manager, you will:

Own and execute the national account strategy for a defined set of the firm's largest intermediary platforms, driving asset growth and improving placement for State Street Investment Management solutions (ETFs, mutual funds, model portfolios, SMAs, direct indexing, and alternatives).
Develop and deepen relationships with key home office and platform decision-makers (e.g., CIO, Head of Research, due diligence teams, investment committees), serving as the senior point of contact and escalation owner for complex platform needs.

Boston, Massachusetts23 days ago

Their contributions include defining client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues before taking the client “live”. We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.

Boston, MA30+ days ago

$110,000–$188,750 Per Year

This position sits on the Defined Contribution (DC) Intermediary Team, part of our U.S. Wealth organization, and plays a critical role in driving growth across key intermediary relationships, including recordkeepers, aggregators, and 3rd party trust companies.

Build and maintain strong relationships with key home office decision makers and platform partners to ensure alignment of client objectives and State Street Investment Management distribution efforts.

Burlington, MA30+ days ago

$70,000–$118,750 Per Year

Their contributions include defining client requirements, configuring and tuning the solution to the clients business and technical needs, training clients, testing workflows and resolving issues before taking the client live.

Inclusion, Diversity, and Social Responsibility: We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.

Boston, MA30+ days ago

p>Finally, the Investment Managing Director will work collaboratively across the broader Cambridge Associates private investments team to track and analyze industry trends, contribute to research and thought leadership, and serve as a resource for client-facing colleagues constructing high-quality private investment portfolios for clients.

Serve as a resource to colleagues and clients seeking current information on venture capital opportunities and markets, including data and analysis, comparisons across fund managers, and the investment views of the Private Investments team.

Quincy, MA30+ days ago

$120,000–$217,500 Per Year

The ideal candidate will possess extensive hands-on experience in client coverage and product management data domains, product lifecycle execution, data pipeline development, and team leadership within the financial services sector.

State Street Investment Management Data, Analytics & AI Services (DAAIS) team is seeking a highly accomplished Senior Data Product and Execution Manager, Vice President to join our Boston office.

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Investment Officer Jobs in Waltham, MA

Investment Performance & Analytics (GIPS®), Officer - State Street Investment Management State Street Corp

Investments Business Risk Partner - COO, VP I - State Street Investment Management State Street Corp

Alternative Investments Business Transformation Business Analyst, Officer State Street Corp

Internal Sales Associate, Defined Contribution Intermediary, Officer - State Street Investment Management State Street Corp

Internal Sales Associate, Officer - State Street Investment Management State Street Corp

Client Implementation Associate, Officer - State Street Investment Management State Street

AML Analyst, Officer - State Street Investment Management State Street Corp

Shareholder Services Operations Transformation, Officer - State Street Investment Management State Street

Functional Compliance, Officer - State Street Investment Management State Street Corp

Deputy Chief Compliance Officer- Investment Advisor Victory Capital Holdings Inc

Markets Financing Solutions – Client Service, Officer - State Street Investment Management State Street

National Accounts Associate, Officer – Defined Contribution Intermediary - State Street Investment Management State Street

Alternative Investment Services Bank Loans Operations, Officer State Street Corp

Alternative Investment Services Bank Loans Operations , Officer State Street

Senior Compliance Officer - US&C Investments Marsh & McLennan Companies Inc

Associate Investment Analyst, Equities Factory Mutual Insurance Co

Investment Analyst, Hedge Funds Cambridge Associates Private Clients

Investment Analyst, Secondaries Cambridge Associates

Investment Services (Investment Accounting & Operations Oversight) Arrowstreet Capital LP

Investment Analyst, Secondaries Cambridge Associates Private Clients

State Steet Investment Management - Transition Management Oversight, Assistant Vice President State Street Corp

Investment Analyst, Business Risk Analyst Cambridge Associates

Investment Analyst, Business Risk Analyst Cambridge Associates Private Clients

Analyst, Investment Operations – Treasury Cambridge Associates

Investment Director Cambridge Associates

Analyst, Investment Reporting Operations (open to remote) Reinsurance Group of America Inc

Analyst, Investment Operations - Treasury Cambridge Associates Private Clients

State Street Investment Management - Client Contracting Analyst, Assistant Vice President State Street Corp

Investment Director Cambridge Associates Private Clients

Director of Investments, Retirement Services Marsh McLennan

Business Analyst - Head of Investment Performance & Analytics (GIPS), VP - SSIM State Street Corp

Director of Investments, Retirement Services Marsh & McLennan Companies Inc

Endowments & Foundations, Investment Segment Leader Marsh & McLennan Companies Inc

Insurance, Investment Segment Leader Marsh & McLennan Companies Inc

VP, Head of Investment Accounting (open to remote) Reinsurance Group of America Inc

Security Account Manager - Investment Banking Client Allied Universal

Securitized Portfolio Manager, VP II - State Street Investment Management State Street Corp

Transition Management Engineering Lead, VP - State Street Investment Management State Street Corp

Investment Managing Director Cambridge Associates

Quantitative Solutions - Liberty Mutual Investments Liberty Mutual Holding Company Inc

Portfolio Manager-Investment Management Group Rockland Trust Company

Senior Lead Data Platform Engineer, AVP - State Street Investment Management State Street Corp

Front-Office / Buyside Post Production Technical Support Specialist - (API, ETL tool usage, Java and/or C# programming) Investment Trading Software Fixed Income and Equities - Charles River Development State Street Corp

ISG Portfolio Manager, Assistant Vice President - State Street Investment Management State Street Corp

National Account Manager, VP I - State Street Investment Management State Street Corp

Implementation Manager - AVP - FIXED INCOME - Investment Software Implementation - Charles River Development State Street

Defined Contribution (DC) Intermediary- Associate National Accounts Manager, AVP - State Street Investment Management State Street Corp

Implementation Consultant - Investment Software Implementation - Equities - Charles River Development State Street Corp

Investment Managing Director Cambridge Associates Private Clients

Sr. Data Product Management and Execution Manager, VP - State Street Investment Management State Street Corp

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