Investment Operations Transformation Consultant
Olmstead Associates
Olmstead Associates seeks a Consultant for Investment Operations Transformation to deliver high-quality, customer-centric solutions. The successful candidate will analyze operational processes, support outsourcing selections, help implement technologies, and develop operating models. Strong collaboration, communication, and process documentation skills are essential. Qualified applicants should have a Bachelor’s degree, 3-7 years of relevant experience, and be able to travel domestically. Interested candidates can apply at View email address on click.appcast.io. #J-18808-Ljbffr Olmstead Associates
$67.4k - $88.4k
Investment Operations Consultant Full‑time, Boston or Springfield The Opportunity We are seeking a detail‑oriented and client‑focused Investment Operations Consultant to join our growing Private Wealth Custom Portfolio Solutions team. The role will support the efficient...SuggestedFull time$67.4k - $88.4k
Dormont Manufacturing Co is seeking an Investment Operations Consultant to join their Private Wealth Custom Portfolio Solutions team. This Boston-based full-time role involves ensuring timely and accurate trade processing, coordinating with custodians, and supporting portfolio...SuggestedFull time- A highly respected global investment management firm is seeking an organized, proactive, and detail-oriented Investment Team Operations Coordinator to support a fast-paced investment organization... ...services, professional services, consulting, or a similar fast-paced environment....SuggestedWork at office
$86.4k
...Thursday. This job supports Enterprise Transformation project teams in delivering day‑to‑day... ...from start to finish. Actively expand consulting and professional skills through... ...in Business Management, Engineering, Operations, Information Technology, or a related...SuggestedWork at officeLocal areaRemote workFlexible hours- ...Masis Professional Group is seeking an Investment Operations Associate in Boston, Massachusetts. This role supports trading activity, portfolio maintenance, and operational execution. The ideal candidate will have a finance degree, over 2 years of experience in investment...Suggested
- ...Overview We are seeking an Investment Operations Specialist to join our client's growing team. This position is hybrid in Boston, MA. Responsibilities Processand reconcilesecurities trades across accounting and order management systems to ensure accurate and timely settlement...Work at officeLocal area
$80k - $115k
Morgan Stanley is seeking a Portfolio Accounting & Recordkeeping Associate in Boston to support their investment operations. The role requires a BS/BA degree and at least 3 years of related experience in asset management. You will manage complex accounting processes, ensure...- ...Boston is seeking a Fund Specialist to provide high-quality operational and servicing support to investors. This client-facing role demands... ...protocols. The ideal candidate will have over 3 years in investment management and a Bachelor's degree. The position supports a...Flexible hours
$77.4k - $100.6k
...Transaction Services Team in Boston. The role involves supporting investment-related transactions, managing workflows, coordinating... ...a Bachelor’s degree and 3-5 years of experience in investment operations. Strong organizational and communication skills are essential...- Liberty Mutual in Boston is seeking an Investment Operations Analyst to join its Shared Services Team. The role involves reconciling cash, custodians, positions, and transactions to ensure data integrity across investments. The successful candidate will support various...
- A financial services company is seeking an Investment Operations Specialist to join their growing team in Boston, MA. The role is hybrid and involves processing securities trades, monitoring trade discrepancies, and coordinating cash flows. Candidates should have a Bachelor...
- Atlantic Group is seeking an Investment Operations Associate in Boston, MA, to support various investment operations tasks including trade execution and treasury management. Candidates should have a Bachelor’s degree and 1-3 years of relevant experience in investment operations...
$65k - $80k
Job Overview - Investment Operations Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring an Investment Operations Associate in Boston, MA for our client, supporting investment operations...Monday to Friday$58.24k - $92.56k
...with State Street teams across the globe to support premier investment management clients. You will have immediate responsibility for... ...collaborative environment. This role requires strong client focus, operational discipline, and the ability to work independently while...Work at officeImmediate startFlexible hoursShift work$75k - $120k
Vaco is seeking an experienced professional for an Investment Operations role based in Boston, MA. The hybrid position requires excellent analytical and technical skills, supporting various functions across investment teams. The ideal candidate will have a Bachelor's degree...$77.4k - $100.6k
Cambridge Associates LLC is seeking a qualified individual for a key role in investment operations within their Boston office. This position involves preparing subscription and redemption documentation, supporting transactions, and maintaining accurate client account records...Work at office$90k - $120k
...Associates, LLC is looking for an Office Manager/Administrative Assistant in Quincy, MA. The role involves managing daily office operations while supporting senior leadership in a dynamic environment. The ideal candidate will have 2-5 years of experience in financial services...Work at office- Olmstead Associates in Boston is looking for a Senior Consultant specializing in Investment Operations Transformation. The role involves leading projects, evaluating operational models, and delivering client-ready documentation. Qualified candidates should have 7-10 years...
$70k - $122.5k
...Alternative Operations Fund Accounting, OfficerSkip to main content# **Click 'Accept Cookies' to confirm you are giving consent to cookies... ...Custody Clients for our Custody division of our Alterative Investment Solutions Group. They will partner with both clients and colleagues...Temporary workWork at office$70k - $122.5k
...Equity Custody Clients for our Custody division of our Alterative Investment Solutions Group. They will partner with both clients and... ...and client deadlines. During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious...Temporary workWork at officeFlexible hours$148.19k - $269.08k
Agentic Business Consultant, Agentforce Process Automation Primary strategic driver for... ...of Concept engagements, demonstrating transformative power of these solutions. Work with Account... ...how Agentforce transforms entire operations. Executive Influence - Act as SME in...$134.75k - $244.51k
...up your career at the company leading workforce transformation in the agentic era? You’re in the right place!... ...are the future of Salesforce. Agentic Business Consultant, Agentforce Process Automation The Agentic Operations and Intelligence Consultant is the primary...$95k - $110k
...experienced professional for the General Partner Group, responsible for operations and financial management of partnerships. Candidates should possess 3+ years of accounting experience, particularly with investment companies. The role includes responsibilities like cash...- ...Company Overview LIM Portfolio Operations Analyst – Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee‑owned investment firm managing over $23 billion in fixed‑income, equity, and alternative investment strategies. We manage separate accounts...
- Manulife Financial is seeking a Director of Aladdin Investment Operations in Boston, Massachusetts. This leadership role focuses on driving the strategic direction of investment operations while utilizing BlackRock’s Aladdin platform. The ideal candidate will oversee complex...
$115k - $201.25k
STATE STREET CORPORATION is seeking a Vice President for Alternative Investment Services Bank Loans Operations. The ideal candidate will oversee complex operations and address client inquiries, requiring a deep knowledge of the Bank Loan asset class and related processes...- A digital health innovation consultancy is looking for a Strategy Consultant based in Boston, MA. The role involves collaborating with healthcare clients to craft tailored solutions and lead project initiatives in the digital health sector. Candidates should have a minimum...
- ...Associate in Boston, MA. This role entails ensuring accurate portfolio accounting and support for financial transactions across diverse investment strategies. The ideal candidate has a BS/BA degree and at least 3 years of asset management experience. You'll collaborate within...
$80k - $115k
...Portfolio Accounting function. In the Operations division, we partner with business units... ..., and production of the official investment/performance book and record. It sits within... ...implementing process improvements and transformation Ideal candidate brings good judgment,...Temporary workWork at office$135k - $195k
...a global leader in management consulting that combines deep industry knowledge... ...expertise in strategy, operations, risk management, and organization transformation. Our mission is to help clients... ...portfolio companies throughout the investment lifecycle—from commercial due...Minimum wageFull timeWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
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