Director, Investment Research Client & Family Office
Harrison Gray Search
Harrison Gray Search is seeking an Investment Director for a Boston-based multi-family office. This role entails leading investment manager diligence across various asset classes, while delivering bespoke investment solutions for high-net-worth clients.
The successful candidate should possess over 5 years of investment research experience, a Bachelor's degree, and strong skills in presenting technical information effectively. This position fosters collaboration in an in-office environment, requiring problem-solving and analytical skills for complex client situations.
#J-18808-Ljbffr- ...with an established, Boston-based multi-family office and investment advisory firm to identify an Investment Director, Private Client / Family Office. Our client advises a select... ...investments, options strategies, ad hoc research, and operations for the firm's research...Work at officeLocal areaNight shift
$225k - $325k
...hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will... ...with PCG Managing Directors on complex client... ...ideally in investment research, portfolio... ...worth individuals, families, and institutions.... ...integrated family office and investment platform...Work at officeFull timeLocal area$295k
...) is a leading global investment firm. CA’s goal is to... ...high net worth private clients implement and manage custom... ...Massachusetts, CA has offices in key markets in... ...investor at the Managing Director level who will work as... ...manager for families in multiple jurisdictions...Work at officeLocal areaWorldwide$100k - $135k
...Associate Client Portfolio Manager Boston, MA... ...active member of the investment team and partner with... ...experience in equity product, research, sales, or related... ...is based in our Boston office on a hybrid schedule -... ...our employees and their families. Along with...Work at officeLocal areaRemote work1 day per week$70k - $100k
...Andsimple is looking for a Family Office Analyst in Boston, MA, to join its Capital Partners team. The role involves managing high-net-worth client relationships, coordinating activities, and ensuring compliance. Ideal candidates should have a Bachelor's degree and 2-...Work at office$115k - $150k
A boutique wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The ideal candidate will have over seven... ...of experience with a strong focus on advising high net worth clients in various financial areas. Responsibilities include leading financial...Work at office- A financial services firm is seeking a Family Office Manager to provide comprehensive accounting and financial services for ultra-high-net-worth families. This role involves onboarding clients, managing relationships, and ensuring accurate financial reporting. Candidates...Work at officeRemote work
$106.06k - $159.14k
...Accounting™ recognition for superior client service. BNN was founded to... ...several industries. With offices in Maine, Massachusetts, and... ...to staff and seniors. Researches tax issues and develops sound... ...high net worth individuals and family groups CPA or JD (MST or LLM...Work at officeCasual workFlexible hours- ...teaching with rigorous research conducted alongside... ...Reporting to the Associate Director, the Assistant... ...Harvard International Office), coordinating independently... ..., and high‑touch client service. Additional Qualifications... ...resources Support for families and caregivers...Work at officeFull timePart timeRemote workMonday to Friday3 days per week
- ...highly skilled and results-driven Senior Client Insights Manager to join us at VizSense.... ...VizSense, a dynamic martech agency with offices in Boston and Dallas, uses cutting-edge AI... ...overall campaign management, including market research, target audience segmentation, influencer...Work at officeLocal areaRemote work
$140.4k - $229.1k
...Senior Client Portfolio Manager - Investments Cambridge Trust - A Division of Eastern Bank is hiring a Senior... ...as appropriate. Contributes to research process with regard to asset allocation... .../Physical Demands: Normal office environment. Moderate travel throughout...Work at office$175k - $225k
...Director, Investment Portfolio Research opening located at a wealth management firm in Boston As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and...- ROI Rocket is searching for a Research Project Manager in Boston to oversee market research... ...includes managing project timelines, ensuring client satisfaction, and maintaining the quality... ...policies and a supportive downtown office environment. #J-18808-Ljbffr ROI RocketWork at officeFlexible hours
- ...A prominent multi-family office in Boston seeks a Senior Vice President to serve as a trusted advisor to high-net-worth individuals. The... ...delivering comprehensive wealth management solutions and managing client relationships. Candidates should have 10+ years of experience...Work at office
$140k - $150k
...Private Wealth specializes in comprehensive investment advice tailored to the complex needs and... ...growing wealth management practice. The Client Development & Portfolio Manager will... ...resume when applying. Must be present in-office at least 2 days per week, or more...Work at office2 days per week$75k - $85k
...is the best way to help our clients and advance our business. With... ...Work directly with the front office on client reporting. Become... ...for high‑net‑worth clients, family offices, endowments and foundations... ...and external private investments. Integrate systems and workflows...Work at officeWork experience placementLocal area3 days per week$255k - $345k
...medical lead who provides the clinical research oversight of the program. The Director, Clinical Research is expected to... ...Cambridge, MA or Philadelphia, PA office. Key Responsibilities Be the... ...breaks. We also offer generous family resources and leave. Our...Work at officeFull timeTemporary workLocal areaFlexible hours2 days per week$170k - $190k
...Investment Associate - Single Family Office - Boston, MA Join to apply for the Investment Associate - Single... ...investment team in Boston, MA. My client is a Single Family Office with a strong... ...market, industry and asset class research and due diligence. Main duties and...Work at officeFull timeSummer workSummer internshipImmediate start$76k - $95k
...MarketOnce Research Project Manager At MarketOnce, we empower businesses... ...is distinguished by their client-centric approach—treating each... ...we do. Together, our family of companies, including MarketOnce... ...Beautiful downtown Denver or Back Bay office with company-paid commuter...Work at officeFlexible hours$181.5k - $246.8k
...) is a leading global investment firm. CA’s goal is to... ...high net worth private clients implement and manage custom... ...Massachusetts, CA has offices in key markets in... ...conducting analyses, providing research insights, developing... ...recommendations to family members or principals....Work at officeLocal areaRemote workWorldwide$120k - $125k
...information about HGSE, its programs, research, and faculty, please visit:... ...Job Summary: The Associate Director of Research at the Center for... ...with 3 days in the Cambridge office and 2 days remote.... ...health resources Support for families and caregivers Professional...Work at officeLocal areaRemote workShift work- ...include coordinating meetings, managing orientations, and acting as a liaison between clients and the MSP team. Ideal candidates should have prior experience in staffing or a business office environment, along with strong communication skills. The position offers a...Work at office
$115k - $150k
...alternative application process. Sr. Family Office Financial Planner FullTime... ...solutions designed to help clients grow and protect their... ...planning, educational funding, and investment planning. Anticipate client... ...role in conducting market research, client processing, and...Work at officeFull timeLocal areaFlexible hoursShift work- ...Investment Office General Overview Mass General Brigham's Investment Office... ...operational efficiency. The Director of Technology partners... ...investment lifecycle, including research, portfolio construction,... ...management, endowment, pension, or family office environments. *...Work at office2 days per week
$224.9k - $404.6k
...Massachusetts. Our head office here is more than just... ...universities and research institutions. In Cambridge... .... The Executive Director (ED), R&D Quality Assurance... ...mental health support* Family planning benefits,... ...shutdown* Savings and investment opportunities to help...Work at officeTemporary workLocal areaWork from homeWorldwide$52k - $170k
...role location is New York, NY (4 days in office expectation). In this role, you'll make... ...services on behalf of assigned clients and complex funds including determining net... ...volunteer time, that can support you and your family through moments that matter. BNY is an...Work at officeFull timeTemporary workWork experience placementFlexible hoursShift work$92.48k - $160.29k
...Global Wealth & Asset Management Investment Operations and help drive a... ...businesses. The Director, Aladdin Investment Operations... ...partnering closely with front office, middle office, accounting, technology... ..., age, marital status, family status, disability, or any other...Work at officeTemporary workLocal areaFlexible hours$181.5k - $246.8k
...) is a leading global investment firm. CA’s goal is to... ...high net worth private clients implement and manage custom... ...Massachusetts, CA has offices in key markets in... ...Description Summary The Client Director will be an active... ...worth individuals and families. The Client Director...Work at officeLocal areaWorldwide$162k - $243k
Orrick is seeking a Senior Client Development Manager .... ...out of any Orrick office. The Objective: We’re... ...Report to the Associate Director of Client Development... ...client activities and investments Support introduction of... ...programs; child, family, elder, and pet care benefits...Work at officeTemporary workFlexible hours$105k - $156k
...are seeking a proactive Equity Investment Team Support professional to... ...the Public Markets Middle Office and provide high-touch operational... ..., performance, risk, and client reporting for equity portfolios... ...our employees and their families at every point along their work...Work at officeTemporary work
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