J.P. Morgan Wealth Management - Private Client Advisor, Reading, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor, Reading, MAReading, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Framingham, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Framingham, MAFramingham, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Malden, MA (Main Street) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Malden, MA (Main Street)Malden, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Fixed Income Research Associate - Liberty Mutual Investments Liberty Mutual Holding Company IncFixed Income Research Associate - 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. 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.
Vice President, Energy & Infrastructure - Liberty Mutual Investments Liberty Mutual Holding Company IncVice President, Energy & Infrastructure - Liberty Mutual InvestmentsBoston, MAThis hire will be an experienced investment professional contributing to deal execution across a variety of transaction types, with responsibility for driving investment performance, developing actionable ideas, and supporting E&I's future growth strategy as a key member of the team. With 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.
Director, Energy & Infrastructure - Liberty Mutual Investments Liberty Mutual Holding Company IncDirector, Energy & Infrastructure - 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. The Energy & Infrastructure (E&I) strategy invests holistically across the infrastructure landscape including real asset, services, and technology opportunities spanning power, midstream, energy transition, digital, transportation, utilities, and products.
Senior Investment Strategist Focus Financial PartnersSenior Investment StrategistBoston, Missouri$140,000–$160,000 / 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. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.
Vice President -Investment Banking - M&A Alantra Solar Energy AdvisorsVice President -Investment Banking - M&ABoston, MassachusettsAlantra’s portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 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. ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia.
Investment Analyst Wellington Management Company LLPInvestment AnalystBoston, MAAdditional responsibilities include creation and maintenance of marketing materials, review and updating of RFPs, responses to client and prospect questions, monthly and quarterly performance commentary, tracking allocations, assisting with internal updates to PMs, exposure analysis, and general flow data and analysis. HF Investor Relations 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.
Controller | Private Investment Office | $220k Base | Greater Boston Daley and AssociatesController | Private Investment Office | $220k Base | Greater BostonBoston, MA$210,000–$220,000 / yearThis is a highly visible leadership opportunity for an experienced CPA who enjoys working in a dynamic, entrepreneurial environment with exposure to private investments, trusts, corporate entities, and charitable organizations. A well-established private investment office is seeking an experienced Controller to oversee accounting, financial planning, budgeting, and treasury activities across a sophisticated investment and operating structure.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Professional - AssociateBoston, MAConsult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewInvestment Banking Associate | Healthcare Selby Jennings LtdInvestment Banking Associate | HealthcareBoston, MAOur client is a highly specialized boutique investment bank focused exclusively on Healthcare Services, advising founder‑owned businesses, private equity-backed platforms, and strategic healthcare organizations across the U.S. The firm is known for its deep sector expertise, strong deal execution capabilities, and high-touch advisory model. The ideal candidate brings 2+ years of investment banking experience (Analyst or Associate level) from a reputable, M&A-heavy platform and has a strong interest in working within a highly specialized, fast-growing sector.
Audit Supervisor | Alternative Investment Group CBIZ IncAudit Supervisor | Alternative Investment GroupBoston, MASupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth.
Audit Manager | Alternative Investment Group CBIZ IncAudit Manager | Alternative Investment GroupBoston, MASupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth.
NewInvestment Banking Associate | Technology (Digital Infrastructure) Houlihan LokeyInvestment Banking Associate | Technology (Digital Infrastructure)Boston, MassachusettsA trusted advisor, the group combines extensive market capabilities with in-depth industry knowledge to help clients maximize shareholder value across a variety of verticals, including Broadband, Data Centers, Towers & Wireless Infrastructure, Digital Infrastructure Services, Communication Software and Satellite. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerBoston, MAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Vice President, Private Assets Advisor Oversight and Commercial Negotiations FidelityVice President, Private Assets Advisor Oversight and Commercial NegotiationsBoston, 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. Lead Private Assets Advisor Oversight : Evolve the current Private Markets operational due diligence program to effectively identify, mitigate and report risks related to third-party manager engagements across asset classes and product structures.
Vice President -Investment Banking - M&A Alantra Partners SAVice President -Investment Banking - M&ABoston, MAAlantra's portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 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. ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia.
Software Engineer Manager, Tax Analysis & Debt Investments (TARDI) Deloitte Touche Tohmatsu LtdSoftware Engineer Manager, Tax Analysis & Debt Investments (TARDI)Boston, MA$142,425–$237,375 / yearAs a Manager on the National Federal Tax Services - TARDI team, you will be responsible for: Partnering with business stakeholders and engineering teams to translate tax, financial, and operational requirements into user stories, acceptance criteria, functional specifications, and delivery plans. Within NFTS, the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice helps clients address complex tax planning, reporting, and compliance considerations associated with corporate and government debt, mortgage-backed securities, and asset-backed securities.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerBoston, MA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.