CLO & Structured Finance Analyst — Client & Projects Lead
STATE STREET CORPORATION
State Street Corporation is seeking a business analyst within the Structured Trust and Analytics group in Quincy, MA. You will manage client relationships, onboard new deals, train staff on deal mechanics, and oversee client deliverables including reporting and payment calculations. Candidates should have a bachelor’s degree in accounting, finance, or economics and 3+ years in an investment firm, with strong Excel modeling and data manipulation skills. #J-18808-Ljbffr STATE STREET CORPORATION
$118.17k - $144.43k
...Global Corporate Trust & Custody (“GCTC”) clients invested primarily in Commercial Real... ...administration, relationship management, CRE CLO/CMBS financial reporting, accounting, or... ...securitizationsStrong knowledge of Commercial Real Estate finance and mortgage fundamentalsProven account...SuggestedFull timeLocal areaImmediate start3 days per week- ...JPMorganChase invites applications for a Relationship Banker role in a Chase Branch. This position emphasizes hospitality, client care, and building lasting relationships by leveraging banking solutions and technology to meet client needs. You will acquire, manage, and...SuggestedWeekend workAfternoon shift
- JPMorganChase in the United States is seeking an Associate Relationship Banker to welcome and assist clients, deliver personalized financial solutions, and help expand relationships through excellent service and digital tools. You will engage clients in person and by phone...SuggestedWeekend work
- ...Chase & Co. in a Chase Branch seeks an Associate Relationship Banker to deliver welcoming, knowledgeable service and solutions to clients. You will welcome walk‑ins, understand financial needs, and offer thoughtful product recommendations while guiding customers through...Suggested
- Bank of America is seeking a frontline banking professional in Massachusetts to educate clients and assist with transactions using self-service channels. You will process cash, build lasting client relationships, and connect clients to solutions that meet their financial...SuggestedWork at office
$130k - $250k
...enables employees’ growth and success. As a leading global financial services company at the... ...technologies to collaborate with clients, driving transformative solutions that redefine... ...talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about...Temporary workWork experience placementWork at officeWorldwideFlexible hours$80k - $97.5k
...of institutional and retail clients worldwide. We believe active... ...seeking to hire a client portfolio analyst in the client services group... ...'s degree with a major in finance, math or statistics preferred... ...particularly at quarter-end. Project work as needed, aimed at improving...Currently hiringWork at officeLocal areaWorldwide- ...and must be proficient in Microsoft online platforms including word and excel. Candidate must also be comfortable interacting with clients, carrier underwriters, and carrier marketing representatives. Responsibilities include: Work directly with customers to review...Full time
- Citizens Bank is seeking a Wealth Advisor to conduct thorough client discoveries and craft tailored financial plans that align with short- and long-term goals. This branch-based role emphasizes collaboration, client-first service, and ongoing growth within Citizens Wealth...Temporary work
- A progressive tax firm in Braintree is seeking a Tax Director to lead their Tax Department. The role requires excellent client service skills and involves reviewing tax returns, providing consultation, and managing client relationships. Candidates should have a CPA, a Master...Remote jobFlexible hours
- ...energetic banking experience for customers and colleagues. You will engage in consultative conversations, process transactions, and cross-sell deposits and loan products while leveraging digital channels and Salesforce to expand client relationships. #J-18808-Ljbffr...Local area
$70k - $80k
...join our team in Hingham, Massachusetts. This role focuses on creating personalized wealth advice and involves working closely with clients and financial planners. The position entails developing financial strategies, managing client relationships, and ensuring service...$110k - $188.75k
The Client Service Vice President is a client facing role, and acts as the key contact point for our asset manager clients with respect... ...client satisfaction, retention, and revenue growth.Team Leadership:Lead a team of client service professionals, providing guidance,...Full timeTemporary workFlexible hours$52k - $68k
...money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other...Full timeImmediate startAfternoon shift$72k - $141k
...used to their fullest potential. This individual contributor role leads the development and execution of claim service strategies while... ...for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships...Full timeWork experience placementWork at office- ...a Personal Insurance Account Manager in Massachusetts to provide timely quotes and exceptional customer service for personal lines clients. The role focuses on recognizing cross-selling opportunities and maintaining strong client relationships across multiple carriers....
- The Civi Group is seeking an experienced Project Manager to lead medium to large-scale multi-family wood-frame construction projects on the South... ...representative from start to closeout, interfacing with clients and the construction team to drive safety, cost control, and...
- J.P. Morgan in Somerville, MA seeks a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach and referrals to internal specialists. You will promote self-service options and ensure compliance with banking regulations. The...
- PMA Consultants is seeking an experienced Project Controls professional to support complex... ...projects across the full lifecycle. You will lead cost management, scheduling, budgeting,... ...mentoring junior staff and advising client teams. You will create baselines, analyze...
- ...Manager to oversee day-to-day management of an assigned book of business. You’ll lead retention, identify coverage opportunities, close new business, and communicate clearly with clients using established workflows and systems. As the agency expands into Central Massachusetts...
- Bank of America is seeking a Client Service Associate to engage lobby clients, explain self‑service options, and process cash transactions accurately. You will build relationships to understand clients' financial needs and connect them to suitable solutions. The role requires...Weekend work
- TD Bank Group in Chelsea, MA is seeking a Relationship Banker I to help clients achieve financial goals by delivering personalized banking solutions. You will engage walk-ins, manage referrals, and build lasting relationships through consultative sales and attentive service...
- ...distribution and investment teams on strategy positioning Represent the firm and its products with internal and external sales teams and end clients Maintain consultative, solutions-based discussions with existing and prospective investors Contribute to marketing materials,...
$128k - $168k
Client Portfolio Manager Custom Client Portfolio Management Team Full-Time Boston, MA or... ...and ethical business with industry leading pay and benefits. And your voice will always... ...customers first. It's more than our company structure - it's our way of life. We are a company...Full time$225k - $325k
...Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its... ...there is transparency into initiatives and projects and frequent communication across teams.... ...Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management...Full timeWork at officeLocal area$168.9k - $323.3k
...Water Infrastructure Across New EnglandThis is not a traditional project management role. WSP is seeking a recognized municipal water leader who can grow client relationships, win strategic work, and lead delivery of some of the region's most important water and wastewater...Contract workLocal areaFlexible hours- PMA Consultants is seeking an experienced Project Controls professional to support complex... ...projects across the full lifecycle. You will lead cost management, budgeting, forecasting,... ...junior staff and collaborating with clients and senior leadership. You will develop baselines...
- PMA Consultants is seeking an experienced Project Controls professional to support complex engineering and construction projects across... ...recommendations to improve performance, mentoring junior staff and partnering with clients and leadership. #J-18808-Ljbffr MediumRemote job
- Dellbrook|JKS is seeking an experienced Construction Project Manager to lead projects across Massachusetts. You will coordinate field supervision... ...superintendents to hit milestones. You will build strong client and team relationships, oversee risk, review RFIs and...For subcontractor
$80k - $135k
...Senior Financial Analyst Location:... ...The BRG Corporate Finance practice specializes... ..., the market leading BRG Corporate Finance... ...understand the challenges clients face making it... ...solving and project management skills... .... Our unique structure nurtures the interdisciplinary...Full timeWork experience placementInterim roleLocal area
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