Boston Client Services & Investment Ops Associate
Atlantic Group
Atlantic Group is looking for a Client Service Associate in Boston to support client portfolio operations and investment execution. The role involves managing client relationships and coordinating documentation while ensuring adherence to regulatory requirements. Ideal candidates have a Bachelor's degree and 2–4 years in investment operations, strong attention to detail, and proficiency in Microsoft Office. This position offers a notable opportunity for career growth within investment operations. #J-18808-Ljbffr Atlantic Group
$102k - $153k
...Accounting Manager - Technology Investments (PE) - Boston, MA - $102,000 - $153,000... ...private equity clients to hire a Fund Accounting Manager... ...role within a fast‑paced fund services environment. The role is ideal... ...investment space. #J-18808-Ljbffr Daley And Associates, LLCSuggested$80k - $88.5k
Cambridge Associates is seeking an Investment Analyst/Associate in Boston to support the Secondaries Team in evaluating secondary transactions. The successful candidate will conduct due diligence, build financial models, and assist in decision-making processes. A Bachelor...Suggested- InforCapital, partnership in Boston is seeking a Senior Investment Associate for their Multi-Manager Investment Program team. This role involves conducting... ...site position with a focus on serving high-net-worth clients and institutions. #J-18808-Ljbffr InforCapital,...SuggestedFull time
- Rockland Trust in Boston is seeking a Relationship Banker to build strong customer relationships through consultative engagement. This role focuses on understanding clients' financial needs and expanding service offerings. As part of a collaborative team, you’ll utilize...Suggested
- Title Investment Professional (Senior Associate to VP Level) Location Boston, MA Start Date Summer 2025 Professional Experience A... ...management. Firm Overview Our client is a Boston-based investment... ...investments across consumer, commercial services, media, and commerce‑...SuggestedSummer workWork at officeRemote work
- Lee & Associates Boston is seeking highly-motivated, team-oriented professionals to join the growing Investment Sales Group. This position offers unparalleled... ...to invest alongside clients in acquisitions Competitive... ...8-Ljbffr Lee & Associates Commercial Real Estate ServicesWork at office
$58.24k - $92.56k
State Street is seeking a Senior Associate to oversee day-to-day accounting and trade-related... .... This role emphasizes strong client focus and operational discipline while working... ...accuracy, and deliver exceptional client service. A bachelor's degree and 2-4 years of relevant...Work at office- Longfellow Investment Management in Boston is seeking a Marketing & Client Service Associate to support client relationships and business development efforts. This role requires a proactive mindset in a fast-paced environment. The ideal candidate will have extensive experience...
- Fund Accounting Manager | Boston, MA | Investment Management (Fund to Fund) Our... ..., financial reporting, and service provider management across... ...and on time. Support the Client Relations team to respond to... ...process and preparation of associated papers for the valuation committee...Full time
$120k - $150k
...Accounting Manager - Credit Fund in Boston (hybrid) Our client, an alternative asset manager focused... ...of US GAAP, with a focus on investment fund accounting and financial reporting... ...Cassidy Sullivan at ****@*****.***. #J-18808-Ljbffr Daley And Associates, LLC$130k - $150k
...Accounting Manager - Boston - Hybrid A Boston-based... ...visibility role within a $10B+ investment platform, offering... ...to investment, client, compliance, and operations... ..., auditors, and other service providers. The role... ...information. #J-18808-Ljbffr Daley And Associates, LLC$65k - $80k
...Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and... ...or internship experience; prior co‑op or full‑time experience in treasury,... ...charitable donation match, family support services (including Bright Horizons and...Full timeInternshipDay shift$225k - $325k
...SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an... ...Investment Group (IG), Investment Services (IS), and Private Client Group (PCG... .... This role is based in Boston, MA. Primary Responsibilities...Full timeWork at officeLocal area$65k - $85k
A financial services organization in Boston is seeking a Middle Office Associate to support investment clients in operational functions including onboarding and account management. The role requires a Bachelor's Degree and 1 year of related experience. Strong communication...Work at office$100k - $120k
...Hathaway Specialty Insurance (BHSI) has an exciting opportunity for a Senior Actuarial Analyst to join our Global Actuarial Team in our Boston office. Duties & Responsibilities: Develop, implement, and maintain quantitative diagnostic tools to be used by underwriters in...Temporary workWork experience placementWork at officeFlexible hours$65k - $95k
Partners Capital, located in Boston, is seeking a high-performing professional for its Private Equity team. The role involves supporting NAV oversight, capital call processing, and collaborating with third-party fund administrators. Candidates should have a degree in Finance...$110k - $125k
...Technology M&A Investment Banking Analyst Aeris Partners is a market... ...banking Analysts for our Boston office with an immediate start... ...deliver superior outcomes for clients. In addition, the firm's focus... ...closely with analysts and associates in developing client presentations...Full timeWork at officeImmediate start$70k
Overview Actuarial Assistant job at Berkshire Hathaway Specialty Insurance Company. Boston, MA. Salary: $70,000.00 Annually At BHSI, we believe in empowering our customers to navigate a world full of uncertainty. Property and Casualty (P&C) Insurance plays a vital role...- Atlantic Group is seeking a Fund Controller in Boston, MA to oversee fund accounting, financial reporting, and operational processes for a diversified investment management platform. The role focuses on managing relationships with fund administrators and enhancing financial...
$200k - $240k
A leading investment platform is seeking a Senior VP, Fund Controller to oversee fund accounting... ...complex instruments. Location: Downtown Boston (4 days/week onsite) Compensation: $200K... ...this ad or email Chris at ****@*****.*** . #J-18808-Ljbffr Daley And Associates, LLCWork at office$100k - $130k
...set the bar for the retirement services industry. Our goal is to deliver... ...fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making... ...onsite, and 1 day remote. Boston, MA Wilmington, DE Aliso...Work experience placementWork at officeLocal areaRemote workVisa sponsorship- ...creativity, technology, and sound. Our co-ops are an essential part of our team,... ...with minimum 4 days per week onsite in our Boston office. Please note: There is no relocation... ...with company matching, after 1,000 hours of service or 3 years averaging 500 hours of service...Full timeInternshipSummer internshipWork at officeWork visaRelocation package3 days per week
$140k - $160k
Global Fund Tax Manager - Boston (Hybrid!) A leadinglobal investment firm is seeking a Global Fund Tax Manager... ...operational efficiency Manage external service providers and drive strategic tax... ...@daleyaa.com #LI-KH1 #LI-Hybrid #J-18808-Ljbffr Daley And Associates, LLCImmediate start$230k - $300k
...delivering a white glove experience to clients that results in long-term client loyalty... ...Private Bank Relationship Manager based in Boston, MA is responsible for creating new and... ...competency in soliciting, developing, servicing, and structuring complex deals. Able to...Work at officeLocal areaMonday to FridayFlexible hours- ...expand relationships with our client base by identifying financial... ...offering appropriate products or services. With a genuine desire to... ...critical to our future, and we will invest in their success by providing... ...communities. As one of The Boston Globe's "Top Places to Work"...Live inWork at officeFlexible hours
$22.57 - $29.35 per hour
...Personal Banker I for its new location at The Prudential Center in Boston. In this role, you will perform teller functions, assist... ...cash handling experience, alongside strong knowledge of customer service. This position offers a competitive hourly wage between $22.57...Hourly pay$96k - $133k
...Investment Compliance Manager Boston Trust Walden is seeking an Investment Compliance Manager to join the... ...consistent with applicable rules, client mandates, and firm standards. As... ...with portfolio managers and client service administrators as appropriate. You...Full timeWork at officeRemote work3 days per week$150k - $200k
...that is redefining the way individuals can invest in startups. Alumni Ventures has raised... ...investment professionals, spread across Boston, Chicago, New York City, Menlo Park, and... ...to determine appropriate title of Senior Associate, Principal, or Senior Principal within Alumni...Full timeWork experience placementWork at officeRemote work$80k - $150k
## Investor Services AnalystApplylocations: Boston, MA, United Statestime type: Full timeposted on: Posted Todayjob... ...Management** offers comprehensive investment management capabilities that span... ...risk objectives of institutional clients in more than 60 countries, draw on...Work at officeRemote workFlexible hours1 day per week$295k - $420k
.../Senior Asset Management & Investment Funds Associate to join its Asset Management... ...Practice . Locations: Boston, MA | New York, NY |... ...years of experience advising clients in the registered funds, private... ...exceptional client service Compensation & Benefits...
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