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Investment Associate - Boston, MA

Cambridge Trust Company
Boston, MA
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Department: Wealth Management-Relp Mgt/Invt Location: Boston, MA Summary : ...
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Summary
About the job:
Based in Boston MA Supports investment team by performing variety of research and operational functions to enhance team productivity, research output, data analytics and client service. Receives broad cross-sectional exposure to investment analysts, client portfolio managers, marketing, operations, administration and investment technology specialists by executing, supporting, and coordinating a diverse set of tasks. Responsibilities: - Provides generalist assistance to Portfolio Managers and CIO—willingness to be...
Location:
Boston, MA
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

Treasury Analyst

Global Atlantic Financial Group
Boston, MA
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Treasury Analyst at Global Atlantic Financial Group Boston, Massachusetts, ...
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Summary
About the job:
United States COMPANY OVERVIEW Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions. We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of...
Location:
Boston, MA
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

Equity Product Reporting Analyst

KNF&T Inc.
Boston, MA
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Top Investment firm in Boston is looking to hire a Equity Product Reporting ...
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About the job:
Analyst due to growth of the business. This is a prestigious Investment Firm who's reputation is incredible. They have a Hybrid work life balance as well. This is a 6 month contract role and is in offices 3 days per week. RESPONSIBILITIES: • Partner with Investment Products & Fund Strategies and our Global Relationship Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and...
Location:
Boston, MA
Job Type:
Full-Time
Permanent
Contract
Temporary
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
Chartered Alternative Investment Analyst
Certified Income Specialist
Certified Management Accountant
Chartered Financial Analyst
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate

KNF&T Inc.
Boston, MA
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Top Investment Firm here in the Financial District of Boston has need due to ...
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Summary
About the job:
growth of the firm to add a client service associate to their team. This person with provide research and investment support for the firm. The role is onsite and offers excellent benefits. Responsibilities: · Prepare,perform quality control, and process custodian form · Provideresearch and investment support to individual wealth advisors · Processclient investment requests · Preparefor and coordinate client meetings, including financial reports and dataanalysis · Provideresearch and investment support to individual...
Location:
Boston, MA
Job Type:
Full-Time
Permanent
Temporary
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Senior Alternatives Research Professional

Citizens Financial Group
Boston, MA
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Description This senior research role is important for the creation of a ...
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About the job:
comprehensive alternative investment research offering. This position will report to the Alternative Investment Platform Manager but taking direction from the CIO’s office to ensure consistency in messaging to Advisors and their respective clients. The senior research person will be responsible for creating and maintaining the Alternative Investment research Library. The reference library will have information which supports all of the recommendations and summaries approved for distribution to Advisors and Clients. Once...
Location:
Boston, MA
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Chartered Financial Analyst
Chartered Alternative Investment Analyst
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

T&I Analyst

Webster Financial Corporation
Boston, MA
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If you’re looking for a meaningful career, you’ll find it here at Webster. ...
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About the job:
Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust...
Location:
Boston, MA
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Certified Public Accountant
Chartered Financial Analyst
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

FP&A Expense Consultant - P&L Analytics and Strategic Initiatives

Massmutual
Boston, MA
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FP&A Expense Consultant - P&L Analytics and Strategic Initiatives FP&A, ...
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About the job:
Expense Allocations and Analytics Full-Time, Hybrid (Boston, MA or Springfield, MA) The Opportunity The FP&A Expense Consultant - P&L Analytics and Strategic Initiatives will provide expense insights into forward-looking segment earnings and identify critical expense key performance indicators / trends to support proper expense efficiency and expense management. They will analyze GAAP and STAT expense trends on business / product segment P&L statements, identify and analyze opportunities to improve expense business /...
Location:
Boston, MA
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Certified Public Accountant
Chartered Financial Analyst
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

Associate, Actuarial Financial Reporting

GHD
Boston, MA
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COMPANY OVERVIEW Global Atlantic Financial Group is a leader in the U.S. ...
Details
Summary
About the job:
life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions. We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and...
Location:
Boston, MA
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Accredited Senior Appraiser
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

associate equity analyst

Manulife Financial
Boston, MA
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We are a leading financial services provider committed to making decisions ...
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About the job:
easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working Arrangement Hybrid Job Description The opportunity The Associate Equity Analyst will join the...
Location:
Boston, MA
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Chartered Financial Analyst
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

Head of Portfolio Oversight

CIBC Bank
Boston, MA
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We’re building a relationship-oriented bank for the modern world. We need ...
Details
Summary
About the job:
talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com The Head of Portfolio Oversight is a senior role on the investment team responsible for design, implementation and oversight of, the trade order management function of...
Location:
Boston, MA
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information
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Location: Boston
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Job Type: Permanent
Occupation: Financial and Investment Analysts
Industry: Finance and Insurance
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