...Why this role is important to us
The role resides with our Investment Strategy and Research team, which is a multi-asset class investment team responsible for supporting distribution by engaging with clients, making portfolio recommendations and identifying market...
Suggested
Flexible hours
...agents, our Acquisition Agents are independent contractors working on 100% commission.
Who We Are
New Western makes real estate investing more accessible for more people. Operating in most major cities, our marketplace connects more than 150,000 local investors...
Suggested
For contractors
Local area
ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing... .../ Responsibilities:
Vice Presidents represent our firm as both a business developer... ...full range of third-party professional advisors (legal, tax, accounting) and senior management...
Suggested
Holiday work
Immediate start
Overseas
...and high net worth clients. The range of investment solutions include managed accounts,... ...millions of data points.\u00A0 You will represent the team in projects with our technology... ...we provide institutions and independent advisors with investment and technology solutions...
Suggested
Work from home
Flexible hours
...world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand... ...provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation...
Suggested
Holiday work
Temporary work
Local area
Flexible hours
...and team oriented work ethic is critical to this role.
Required Skills
Key Functions/Responsibilities:
•Reconcile monthly investment portfolio information from custodian to general ledger and investment manager reports for WellSense GAAP and STAT set of books...
Suggested
Remote job
Shift work
...Income Tax Provision
* Review the Fund income tax provision
* Clear audit points
4. Security Analysis
* Prepare and review the investment security analysis.
* Coordinate with the Financial Reporting and Fund Accounting Teams
* Clear audit points.
5. Income Tax...
Suggested
Work experience placement
Local area
Financial Controller - Investments, Boston, MA
Boston, United States of America
The Controllership function is responsible... ...essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...
Suggested
Contract work
Work experience placement
...POSITION DESCRIPTION:
The Investment Risk position is a senior role within the SSGA ERM Investment Risk team. The candidate will take on a leadership role providing risk oversight for portfolio exposures, covering a range of asset class including equities, cash, fixed...
Suggested
Flexible hours
...leadership in teaching, learning, and research for future generations. The endowment is managed by a highly experienced generalist investment team whose members each take ownership of the entire portfolio, regardless of asset class. HMC's operational structure brings a...
Suggested
Internship
Remote job
Work visa
...Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.
The Investment Tax Manager II reviews work papers and analysis prepared by other staff supporting the taxation of regulated investment companies...
Suggested
Work experience placement
Local area
...Job Description Salary:
About G2
G2 Capital Advisors ( is a multi-product and sector-focused investment bank and financial advisory firm. G2 was... ...the requirements of the position. This base salary represents the estimated minimum and maximum for this position...
Suggested
...of this position include:
Responsible for reconciling all investment accounts; examines transactions in these accounts to ensure completeness... .... We strongly encourage applications from women and under-represented groups who share our interest in serving a university...
Suggested
Full time
For contractors
Remote job
Flexible hours
...work-life balance of their employees and they are seeking a Tax Advisor to join their team.
Salary/Hourly Rate:
$130,000 - $195... ...and estate tax returns preferred
Solid understanding of Investment Management concepts
Education Requirements:
~...
Suggested
Hourly pay
...As key members of the Managed Account Investment Product team we are responsible for partnering... ..., and dedicated funds which currently represent over three million accounts and greater... ...we provide institutions and independent advisors with investment and technology solutions...
Suggested
Work from home
Flexible hours
...Job Description:
Chief Investment Officer
Outstanding opportunity to lead the investment... ...the creation of target portfolios
Represent FIG s investment team serve as key point... ...we provide institutions and independent advisors with investment and technology solutions...
Work from home
Flexible hours
...Management (FDAM) is seeking an experienced individual to lead Investment Operations. Reporting to the Head of Investment Services of... ...their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their...
Work from home
Flexible hours
...and professional materials quickly, efficiently and to a high standard. Based in Boston, the role will be within the Quantitative Investment Services team, working closely with both senior client portfolio management and sales personnel across Man Group....
Holiday work
Part time
Local area
Flexible hours
...Vice President, Crypto Investment Risk
About the Company
Technologically-driven investment management firm
Industry
Financial... ...~ Stock Trading
~529 College Savings Plan
~ Financial Advisors
~ Financial Guidance
~ Investing Strategies
~ Personal Finance...
...vary based on multiple factors set forth in the compensation plan for the role.
Description
The Company
Liberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group's (LMIG) global financial assets across global and private domains to build capital...
Local area
Flexible hours
...Job Description Vaco Boston has partnered with a global investment management firm that is seeking an Investment Risk Manager.... ...foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively...
Local area
...Vice President, Technology Investments
About the Company
Innovative investment management & solutions provider
Industry
Investment Management
Type
Private Equity Firm
About the Role
The Vice President, Technology Investments will be responsible...
...would like to meet you.
We are seeking an Associate Wealth Advisor to join our team! As an Associate Wealth Advisor, you'll play... ...and managing follow-up actions.
Updating trade sheets during investment implementations and providing support as needed across client...
...Job Description
As a Remote Cruise Advisor & Specialist, you will be responsible for creating unforgettable cruise experiences... ...packages.
Collaboration:
Work closely with cruise line representatives and suppliers.
Post-Trip Follow-Up:
Conduct post-trip follow...
Remote job
...Our organization is focused on challenging all facets of media in an environment of rapid change in order maximize our clients' investments. We are challenging key fundamentals in the areas of audience creation, purpose, creativity and digital platforms.
Named Media...
Internship
Local area
Worldwide
...is seeking an experienced results-oriented individual to lead investment risk. Reporting to the Head of Operational Capabilities , the... ...their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their...
Immediate start
Work from home
Flexible hours
...Academic and Career Advisor
Job no: 523001
Work type: Staff Full Time
Campus: UMass Boston
Department: University... ...and alumni; gather resources for students and alumni.
Represent the department on university committees.
Perform other duties...
Full time
Internship
Flexible hours
Afternoon shift
GLOBAL INVESTMENT RESEARCH
From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed-income, currency,...
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage...
...Regional Director & Vice President, Investment Sales
About the Company
Vibrant financial technology (FinTech) organization
Industry... ...with internal stakeholders and general partners to educate advisors, and regular travel within the market to meet sales goals....