Investment Client Services & Reporting Associate (Hybrid)
$120k - $150kAtlantic Group
Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA. This hybrid role supports investor servicing and client communications within an alternative investment environment. The ideal candidate will have a Bachelor’s degree and 4–6 years of relevant experience, strong communication skills, and advanced proficiency in Excel. Responsibilities include managing investor requests and supporting automation initiatives. Competitive salary range is $120,000 – $150,000/year plus bonus. #J-18808-Ljbffr
$120k - $150k
...Job Overview – Client Services Associate (Investment Management) Compensation: $120,000 – $150,000/year + bonus... ..., MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client... ...client, supporting investor servicing, reporting, and client communications within...SuggestedWork at officeMonday to Friday$85k - $100k
...seeking a Wealth Client Management Consultant... ...advisors to service and retain wealth... ...May participate in investment reviews and annual... ...through correspondence, reports, new account... ...is not a remote or hybrid WFH role Qualifications... ...or hairstyles associated with race), religion...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours$85.1k - $161.7k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...to support planning, investment, and deal analysis. Analyzes... ...equity, debt, and hybrid instruments in support... ...hire as an experienced associate. RSM will consider for...SuggestedWork experience placementInternshipLocal area- ...Associate In J.P. Morgan Alternative Fund Services As an Associate in J.P. Morgan Alternative... ...records of Hedge/Hybrid and Private Equity... ...to more than 150 clients across all... ...fund structures and investments in accounting... ...notices and quarterly reporting on investor reporting...SuggestedWork at office
$120k - $180k
...Manager - Greater Boston - Hybrid A leading asset management firm... ...combinations, equity method investments, non-controlling interests,... ...accounting and financial reporting risks related to new transactions... ...for more information. #J-18808-Ljbffr Daley And Associates, LLCSuggested3 days per week- ProPivotal, a commercial real estate investment firm near Boston, is looking for an Accounting Manager... ...functions, ensuring the accuracy of financial reports, and supporting team development. The position allows for a hybrid schedule, combining in-office and remote work...Work at officeRemote work
$120k - $145k
A financial services firm is seeking a Revenue Accounting Manager in... ...revenue recognition and investment accounting. The ideal candidate... ...Responsibilities include leading the reporting of revenue streams, preparing... .... The position offers a hybrid work model with a salary...- ...accounting operations for private equity clients. This role involves managing... ...ensuring compliance and quality service. Ideal candidates will have a... ...of fund structures and financial reporting is essential. The position allows for hybrid work flexibility and offers a competitive...
$120k - $150k
...Manager - Credit Fund in Boston (hybrid) Our client, an alternative asset... ...account statements and financial reports, monitoring and validating... ...US GAAP, with a focus on investment fund accounting and... ...****@*****.***. #J-18808-Ljbffr Daley And Associates, LLC$80k - $160k
A leading financial services firm in Boston is seeking a Fund Accounting Manager for private equity funds... ...reconciling fund positions, ensuring timely reporting, and managing client relationships. The role offers a hybrid work model along with excellent benefits including...- ...leading global financial services firm providing a wide range of investment banking, securities,... ...Firm's employees serve clients worldwide including corporations... ...is part of Parametric's hybrid working model, which... ...structure with dotted line reporting; driving alignment and...Contract workTemporary workWork at officeRemote workWorldwide3 days per week
- Overview As an Associate in J.P. Morgan Alternative Fund Services, you will be part of... ...records of Hedge/Hybrid and Private Equity... ...to more than 150 clients across all alternative... ...structures and investments in accounting database... ...and quarterly reporting on investor reporting...Work at office
$60k - $80k
...Manufacturing Co in Boston, Massachusetts is seeking a professional to manage client interactions and paperwork. This role involves processing account openings, scheduling meetings, and preparing financial reports. Candidates should possess at least a Bachelor's degree and 1-5...Flexible hours- ...A leading financial services firm is seeking an Investment Accounting Manager to join their Controllers Organization. This role involves managing investment... ...degree in Accounting or Finance. This position offers a hybrid work schedule, promoting collaboration and flexibility...
$42 - $48 per hour
...Client Service Associate needed for a long term contract role at highly regarded Boston Investment firm. In this role, you will act as a point of contact... .... Ensure all clients’ reporting and servicing needs are... ...your foot in the door. Hybrid work schedule and hourly...Hourly payLong term contract$18.75 - $19 per hour
...Ascensus is hiring for a role in Boston, MA to assist Client Service Managers, providing best-in-class services to clients. Responsibilities... ...to client requests through various channels, generating reports, and managing urgent requests efficiently. The ideal candidate...Hourly pay- Firm Overview:Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help... ...-high net worth private clients implement and manage... ...Associates delivers a range of services, including outsourced... ...:Managers in the Client Reporting Group are responsible...Work experience placementLocal areaWorldwide
- ...A leading financial services company in Waltham, MA, is seeking a Senior Associate in Insurance/Investment Accounting. In this role, you will... ...processing, reconciliation, and reporting functions for various asset... ...and more. Benefits include hybrid work flexibility and...
$49.01k
...salaries and benefits packages. We invest in our employees and... ...What will you do? Claim Service Specialists are advocates for... ...and reserves, and accurately reporting on each settlement. They are... ...schedules are available with a hybrid work arrangement. Arbella offers...Hourly payFull timeWork experience placementRemote workWork from homeFlexible hours2 days per week- ...Schwab in Boston is seeking a dedicated professional to assist in client account management. Responsibilities include opening new client... ..., paid parental leave, and tuition reimbursement. Join us in a hybrid workspace where continuous growth and collaboration are valued....
$90k - $180k
...Management offers comprehensive investment management capabilities that... ...objectives of institutional clients in more than 60 countries,... ...Specialist sits within the Investor Services team and is responsible for... ...Group teams, including reporting, fund data, transfer agency,...Remote workFlexible hours1 day per week$60k - $70k
Allspring Global Investments is seeking a Managed Accounts Onboarding and Reporting Analyst in Boston, MA. This role entails delivering operational support, managing... ...accurate reporting and account maintenance in a hybrid work model. Candidates need strong critical-thinking...$90k - $180k
...Management offers comprehensive investment management capabilities that... ...objectives of institutional clients in more than 60 countries,... ...Specialist sits within the Investor Services team and is responsible for... ...Group teams, including reporting, fund data, transfer agency,...Remote workFlexible hours1 day per week$22 per hour
...job posting for additional information. Service Associates are skilled in the duties of both a... ...traditional branch locations where such a “hybrid” position is authorized. Account... ...Properly file all government‑mandated reports related to large cash transactions and...Immediate start$70k - $122.5k
...making your mark in the financial services industry from day one is a... ...activities of Shared Service Associate I, II and Senior... ...systems and processes. Assist with client conversions and other client... ...transaction activity and must report and/or escalate in accordance...Temporary workFlexible hours$120k - $150k
...Accounting and Valuation - Senior Associate (Private Equity) We are... ..., collaborating with investment team on portfolio company valuations... ...materials and fundraising, financial reporting, performance analysis,... ...and / or certifications. Hybrid (3/2, In office / WFH flexibility...Summer workCasual workWork at officeWork from home- A leading investment firm in Boston seeks an Associate Client Portfolio Manager. This client-facing role involves presenting equity strategies to clients and... ...of investment experience and a CFA designation. The hybrid position requires strong communication skills and an...
$34.32k - $90k
...Service Associate Service Associates perform operational support and oversight on behalf of... ...actionable items upon review of delegated reports and requests to meet service level... ...Firm services and solutions that support clients' needs including secure, digital offerings...Temporary workWork at officeRemote workHome officeNight shift$90k - $130k
...Administration team. The ideal candidate will lead fund operations, manage client relationships, and ensure process improvements. A Bachelor’s... ...range of $90,000 to $130,000, plus generous benefits. This is a hybrid position requiring three days in-office and two days remote. #J-...Work at officeRemote work$80k - $160k
A leading financial services technology firm is seeking a Fund Accounting Manager for their Boston location. The candidate will reconcile funds, manage a small team, ensure accurate reporting, and drive client-specific projects. Required qualifications include a Bachelor...
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