US Funds Product Analyst - Wealth Platform
CFA Institute
CFA Institute in Boston is looking for a Fund Product Analyst to support the growth of their US Funds platform. You will work alongside the Fund Product Manager to enhance coordination across various fund initiatives while navigating regulatory requirements. Your role involves essential tasks from product development to launch execution, ensuring all processes are efficiently managed. Ideal candidates will have 1-3 years of relevant experience in asset management, strong organizational skills, and a collaborative mindset. #J-18808-Ljbffr CFA Institute
$49.11 per hour
...Lead Distribution Analyst, infrastructure Platform technology location: BOSTON... ...to join our Wealth Distribution Enablement... ...partners and investment products across key channels,... ...partners. Partner with fund administrators, product... .... Visit to contact us if you are an...PlatformContract work$49.11 per hour
...Lead Distribution Analyst, infrastructure Platform technology location... ...professional to join our Wealth Distribution... ...partners and investment products across key channels,... ...partners. Partner with fund administrators, product... ...Visit to contact us if you are an...PlatformContract work- ...Vice President, Business Analyst/Product Owner US Transfer Agency – Fund and Investor Solutions team, Westborough, MA or Boston, MA. Responsibilities Working... ..., collaborating closely with Product Owners, Platform Leadership, and US Transfer Agency teams to understand...Platform
- ...Wellington Management Company seeks a Director for US Wealth Investor Services in Boston. The role involves leading the design and execution of servicing models, improving operational efficiency across investor services, and managing the end-to-end investor lifecycle....Platform
- Alternative Investments Product Analyst Full-time Boston MA The... ...stakeholders—including fund sponsors, alternative fintech platforms, operations teams, and financial... ...goals and transition wealth through informed... ...process, please contact us and share the specifics...PlatformFull time
$80k - $150k
...Wellington Management Company is seeking a Financial Reporting Analyst for its US Funds team. This role involves assisting with annual financial audits and regulatory filings while collaborating with various teams and stakeholders. Candidates should possess a degree in...$74k - $104k
...A leading investment firm in Boston is seeking an Associate for Product Marketing in Global Private Wealth. The role involves launching US distributor and platform products, developing sales materials, and managing RFP responses. Candidates should have 3-5 years in product...Platform- ...professional for a full-time role in wealth distribution operations based in... ...onboarding processes for investment products across various advisor platforms. The ideal candidate will leverage data... ...understanding of wealth distribution channels, fund operations, and investment data....PlatformFull time
- ...About Us Wellington Management offers investment... ...Overview The Director, US Wealth Investor Services will... ...our U.S. Wealth platform, focusing on alternative... ..., and reporting across product structures. Partner with... ...and coaching a team of analysts and managers, driving performance...PlatformFlexible hours
$80k - $150k
...About Us Wellington Management offers comprehensive investment... ...clients and mutual fund sponsors in over 60 countries.... ...sub-advises a broad array of products ranging from traditional long-... ...Audit. The Financial Reporting Analyst will be a member of the Fund Reporting...Remote workFlexible hours1 day per week- ...Wellington Management Company in Boston is looking for a Director, Investor Services for its U.S. Wealth platform. This role includes leading the design of the servicing model for financial advisors and investors, focusing on operational efficiency and service quality....Platform
$80k - $150k
Financial Reporting Analyst, US Funds About the Role Wellington Management sponsors and sub‑advises a broad array of investment funds, including long‑only and alternative strategies. Fund Services supports financing, accounting, and operations. This analyst works within...Flexible hours$107.7k - $141.3k
...Structured Investment Product Analyst Structured Investment Product Team... ...and external stakeholders-including fund sponsors, alternative fintech platforms, operations teams, and financial advisors... ...component. Why Join Us. We've been around since 1851...PlatformFull timeTemporary workHome office$90k - $180k
About Us Wellington Management offers comprehensive investment... ...About the Role We are seeking a Product Launch Analyst for the Capital Formation team within the Client Platform. You will project manage the... ...Credit, including commingled funds, separate accounts, and co‑investment...PlatformWork at officeRemote workFlexible hours1 day per week$90k - $180k
Role Overview We are seeking a Product Launch Analyst to project manage the launch... ...Credit including commingled funds, separate accounts, and co‑... ...Credit and Evergreen platforms, including capital calls, distributions... ...of our jobs, please email us at GMWTalentOperations@...PlatformWork at officeRemote workFlexible hours1 day per week- ...Boston, specializing in product and distribution... ...publications, an interactive data platform, and custom research... ...Overview: This analyst position is based in the... ...such as institutional and wealth management.... ...databases to size the mutual fund, ETF, and other landscapes...PlatformWork at office
$99k - $133k
...Data & Product Analyst (Benchmarking), CoStar Debt Solutions Job Description Data & Product... ...of CRE analytics software - a platform where data, benchmarking intelligence, and... ...marketplaces for over 37 years, giving us the perspective to create truly unique and...PlatformFull timeWork at office- ...pharmaceutical companies. Our products, services and solutions help bring... ...an impact every day. Join us! Across our growing organization... ...Description The Product Analyst is responsible for the end-to-... ...of new capabilities and platform improvements. Oversee backlog...PlatformContract workLocal area
- Product Analyst - Plan Job Description The Product Analyst is responsible for the end‑to‑end delivery... ...timely delivery of new capabilities and platform improvements. Oversee backlog... ...interview and hiring process, please contact us at ****@*****.***. #J-18...PlatformContract workLocal area
$120k - $202.5k
Who we are looking forThe Cyber Product Analyst will perform operational and tactical tasks that... ...control coverage and integration across platforms.Configure and update products aligned with... ...globe, institutional investors rely on us to help them manage risk, respond to...PlatformTemporary workFlexible hours$79k - $113k
About the Role The Investment Product Competitive Analysis Lead Analyst plays a key role in shaping MFS’s competitive... ...analysis across the mutual fund and institutional asset management... ...intelligence using industry research platforms like eVestment to support strategic...PlatformLocal areaFlexible hours- ..., or comparable third-party contact data platforms and orchestration tools , Advanced spreadsheet... ...a detail-oriented Marketing Operations Analyst to be the operator of our marketing data... ...data quality systems — and you'll help us continuously improve how those systems work...Platform
- ...analytics across the U.S. wealth business, with... ...drive growth, advisor productivity, and risk management.... ...analysis Works with TDBFG Analysts to determine and validate... ...to an online learning platform and a variety of... ...please email TD Bank US Workplace Accommodations...PlatformFull timeTemporary workWork experience placementWork at officeLocal areaWork from homeFlexible hours
$80k - $150k
...Wellington Management is hiring a Fund Governance Analyst to support the growth of its US Wealth channel. The analyst will... ...closely with legal, compliance, product, risk, operations, and tax teams... ...procedures for the 1940 Act fund platform, ensuring accuracy, consistency...PlatformWork at officeRemote workFlexible hours1 day per week$75k - $95k
...Wealthspire, a leading wealth management,... ...provide a comprehensive platform that brings... ...The Consulting Analyst works closely with... ...planning analysis, and fund manager selection including... ...pride in their work product and be accountable... ...what makes each of us different. We are committed...PlatformSummer workWork at officeLocal areaRemote workShift work$89.17k - $148.65k
...Summary Seeking a Product Manager to drive sales... ...and management of wealth management and retail advisor... ..., wealth management platforms, or investment solutions... ..., SMAs, ETFs, Mutual Funds, etc. ~ Strong collaborative... ...in your lives. To us, this means thriving...PlatformPart timeWork experience placementLocal areaFlexible hours$200k - $240k
...A leading investment platform in Boston is seeking a Senior VP, Fund Controller to oversee fund accounting, middle office, and tax compliance. This senior... ...hedge fund accounting experience, strong knowledge of US GAAP, and a CPA preferred. Compensation ranges from $2...PlatformWork at office- ...Fund Controller | Boston, MA (Hybrid / 200K) We are partnering with a highly established... ...analysis, and operational oversight Established platform with significant AUM and long-term track... ...equity real estate CPA required Strong US GAAP and fund reporting experience Experience...Platform
- ...Associate Director, Hedge Fund Coverage Join a purpose driven winning team, committed to results, in an inclusive and high-... ...Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years....PlatformWork at office
$89k - $180k
...curious, collaborative, and digitally savvy Business Analyst to help shape the next generation of Fidelity's wealth planning experiences. In this role, you will... ...designations a plus Solid understanding of investment products, including managed accounts, the financial...Work experience placementWork from home
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