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
$80k - $150k
About Us Wellington Management offers comprehensive investment... ...growth opportunity in the US Wealth channel, we are currently seeking a high‑quality Fund Product Analyst to join our Funds team in the... ...continued build out of our US Funds platform alongside broader global Fund...PlatformRemote workFlexible hours1 day per week- .... At BNY, our culture allows us to run our company better and enables... ...of Vice President, Business Analyst/Product Owner US Transfer Agency to join our our Fund and Investor Solutions team.... ...collaborating closely with Product Owners, Platform Leadership, and US Transfer...PlatformWorldwide
$120k - $225k
About Us Wellington Management offers comprehensive... ...a Director, US Wealth Investor Services... ...our U.S. Wealth platform, with a focus on... ...efficiency, productivity, and service quality... ...Distribution, Product, Fund Operations,... ...coaching a team of Analysts and Managers, driving...PlatformRemote workFlexible hours1 day per week- 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
- Wellington Management seeks a Fund Product Analyst to support the US Funds platform, working with the Fund Product Manager in New York and broader Funds teams. The role focuses on execution, coordination, and process discipline for Wellington’s growing 1940 Act fund range...Platform
$90.16k - $167.44k
Product Delivery Analyst - Collateral Management & Securities Finance TechnologyManulife... ...Analyst to join our Global Wealth and Asset Management (GWAM)... ..., and Securities Lending platforms.If you thrive in a fast-... ...better. To learn more about us, visit .Manulife is an Equal...PlatformTemporary workLocal area$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$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$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$107.7k
Product Delivery Analyst Collateral Management & Securities Finance Technology.Manulife is seeking a... ...Product Delivery Analyst to join our Global Wealth and Asset Management (GWAM)... $107,70... ...to work - FROM HOME!.Our unique platform provides you with.WHAT YOU’LL LOVE ABOUT...PlatformHourly payFull timeWork at officeLocal areaRemote workWork from home3 days per week- ...onsite 4 days/week in Burlington, MA. We are hiring a Senior Product Data Analyst to drive actionable insights, shape product decisions, and... ...sciences environments Familiarity with experimentation platforms (e.g., Adobe Target, Optimizely, Google Optimize) Knowledge...Platform
- ...Street Corporation is seeking a platform dealmaker to shape the future... ...by embedding into digital wealth platforms. The role involves defining... ...strategy, working with Product and Marketing to scale retail... ...transferring successful models across US, Europe, and Asia. Location...Platform
- State Street’s Wealth Custody & Clearing (WC&C) division is seeking... ...including growth initiatives, platform modernization, acquisitions and... ..., sequencing, and funding discipline across competing initiatives... ...institutional investors rely on us to help them manage risk, respond...PlatformTemporary workFlexible hours
$60.5k - $104.5k
...Senior Marketing Compliance Analyst, you will play a critical role... ...requirements. Engage with sales, production, and marketing teams to... ...tools or third‑party compliance platforms. Familiarity with digital... ...Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular...PlatformFull timeFlexible hours- ...prepare journal entries in accordance with US GAAP Calculate and assist with capital... ...preparing accurate and timely results. Maintain fund and investor data within fund... ...equity funds. Experience with fund accounting platforms (Allvue, Investran, QuickBooks, etc.) Strong...Platform
- Data & Product Analyst (Benchmarking), CoStar Debt Solutions Location: Boston, in‑office Job Description CoStar Debt Solutions is building the next generation of CRE analytics software — a platform where data, benchmarking intelligence, and client workflows come together...PlatformFull timeWork at office
- ...empowers employees to make a difference. Job Description The Product Analyst is responsible for the end‑to‑end delivery of business outcomes... ...ensure high‑quality, timely delivery of new capabilities and platform improvements. Oversee backlog management, user story quality,...PlatformContract work
- A strong opportunity for a mid‑level fund formation attorney to join a well‑established investment... ...management practice with a recognised platform across private funds. This role is suited... .... About My Client My client is a leading US law firm with a well‑regarded Fund...Platform
- ...Account Managers across the UK and US. About Summize We're an... ...years of consistent growth. A product people love. A culture built around... ...get maximum value from the platform, driving adoption, managing... ...opportunities through our Growth Mindset Fund Hybrid working at either of...PlatformWork at office
$90k
The mission of the Fund for International Unitarian/Universalism is to make grants that support... ...; experimental, seed programs to help U/Us connect, learn from one another, and grow;... ...comments and questions on the application platform (Foundant). Each Panel member is assigned...PlatformLocal area$90k - $130k
...Fund Accounting Supervisor Gen II Fund Services, a leading tech-enabled Private Equity... ...success of one of the industry's most respected platforms. Your leadership will be critical in... .../ Investment Companies and Investors in US GAAP (ASC 946) and IFRS Ability to Prepare...PlatformWork at officeRemote work3 days per week$90k - $170k
...Fund Accounting Manager Gen II Fund Services, a leading tech-enabled Private Equity Fund... ...of one of the industry's most respected platforms. Your leadership will be critical in maintaining... .../ Investment Companies and Investors in US GAAP (ASC 946) and IFRS Ability to Prepare...PlatformWork at officeRemote work3 days per week- ezCater is the #1 food tech platform for workplaces in the US. The company makes it easy for any organization to manage its food needs and... ...customers and large orders. Join us as a Senior Analyst in our thriving Product Analytics team, where you'll unleash the power of data...PlatformRemote jobPermanent employmentWork at officeVisa sponsorshipWork visaFlexible hours
- ...support. Our client, a Digital Agency, is hiring a Senior Marketing Analyst to lead end-to-end analytics execution across client accounts.... ...Knowledge of GA4 , AdWords , Facebook Ads , and CRM/automation platforms Basic SQL or Python skills preferred Confidence in presenting...PlatformFull time
$68.2k - $90k
...directly linked to our success. Come join us to be the best financial services... ...personal and professional development. As a Fund Servicing Analyst within JPMorgan Chase, you will play a... ...and resilience of our operating platform. Required Qualifications, Capabilities,...Platform$25 - $44 per hour
...Company Overview Merrill Wealth Management is a leading provider of... ...wealth management and investment products, specializing in goals‑based... ...information and technology platforms. Desired Qualifications Currently... ...37.5 Pay Transparency Details US - MA - Boston - 100 Federal St...PlatformHourly paySeasonal workRemote workWork from homeShift workDay shift- ...healthcare service, and provide us with reliable phone and... ...problems and making them more productive? Zinier is a company on a mission... ...Accel, ICONIQ Capital, Founders Fund, Newfund Capital, NGP Capital,... ...don't just implement our platform — they transform their operations...PlatformRemote workWorldwide
- ...to build a fulfilling career. Join us as a Sr. Wealth Planner Brown Brothers Harriman is... ...on internal and external publication platforms and speak at external engagements if needed... ...in the relationships, technologies, products and development we believe are in the...PlatformLocal area
$120k
...Salary: $120,000 Job Overview - Fund Controller Compensation: $120,000 -... ...across a diversified investment management platform. This leadership role will oversee fund finance... ...By submitting this application, you give us permission to store your personal information...PlatformPermanent employmentMonday to Friday$50.63k - $92.5k
...institution in Boston is looking for a Specialist - Digital Product Analyst focused on customer experience and marketing technology. This... ...product knowledge, research, and analysis to enhance digital platforms. Ideal candidates should have a Bachelor’s degree in a relevant...Platform
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