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Fintech • Financial Services
Early-career analysts support investment operations across market, client, and control functions. Responsibilities include executing workflows, reconciling cash and positions, resolving exceptions, analyzing operational data, maintaining controls, building reports and dashboards, and improving processes through automation, workflow redesign, and AI-enabled solutions. Analysts collaborate with investment, technology, product, and external stakeholders while developing expertise in investment management operations.
Fintech • Financial Services
Entry-level analysts support investment operations across market, client, and control functions. They execute workflows, investigate exceptions, analyze operational data, maintain controls, create reports and dashboards, and recommend process improvements. The role involves collaboration with portfolio management, trading, sales, technology, and external providers, with exposure to automation, workflow modernization, and AI-enabled solutions. Candidates must complete an associate or bachelor’s degree by the July 2027 start date and work full-time.
Fintech • Financial Services
Develops and executes intermediary channel marketing strategies for asset management distribution channels, including broker-dealers, wirehouses, banks, and RIAs. Creates campaigns across digital, email, content, social, and events; coordinates with sales, product marketing, creative, legal, compliance, and production teams; manages deliverables and stakeholders; and establishes KPI frameworks to measure and optimize marketing effectiveness.
Fintech • Financial Services
Provides client service and operational support to Financial Advisors and Private Wealth Advisors. Builds client and partner relationships, prepares meetings and follow-ups, executes account service activities, supports financial plans and client reports, and coordinates digital and in-person marketing initiatives. The role also assists with business planning, research, team coverage, platform adoption, and administrative tasks while maintaining knowledge of financial products, firm policies, and service procedures.
Fintech • Financial Services
Supports consultant relations and institutional distribution by coordinating with sales leaders, managing Salesforce onboarding and opportunity pipelines, preparing client and consultant materials, enhancing reporting, and improving workflows. Builds product and market knowledge while partnering with internal stakeholders to support business development, client service, and relationship management across the investment management organization.
Fintech • Financial Services
Provide client service and administrative support to Financial Advisors/Private Wealth Advisors, including executing transactions, answering account inquiries, preparing client materials, onboarding clients to digital tools, managing calendars/travel/expenses, and participating in firm initiatives to support business plans and client relationships.
Fintech • Financial Services
Provides operational support for equity and special solutions investment teams, including trade processing, portfolio readiness, reconciliations, cash and position oversight, corporate actions, exchange fund subscriptions and redemptions, tax-lot activity, settlement, and exception management. The role coordinates with internal teams and external service providers, performs control checks, manages incidents, prepares reporting, and identifies opportunities for process improvement, automation, and AI-enabled workflow support.
Fintech • Financial Services
Leads cross-functional solution management for strategic account technology solutions, defining vision, intent, architecture, capability roadmaps, operating models, requirements, and execution plans. Facilitates workshops, user research, solution architecture, quarterly Program Increments, stakeholder alignment, and technical decision-making. Partners with business, technology, project managers, QA, developers, and business analysts while managing individual contributors and ensuring solutions evolve effectively.
Fintech • Financial Services
Supports workplace, hospitality, and amenity operations across multiple Boston offices. Oversees vendors, food and pantry services, conference centers, events, guest services, workplace communications, and employee experience initiatives. Coordinates with business leaders, property management, corporate services, and third-party providers to maintain safe, efficient, high-quality environments. Also supports reporting, space utilization analysis, office moves, renovations, and operational improvements.
Fintech • Financial Services
Prepare and review recurring and ad hoc client reports for institutional and wealth management clients. Perform quantitative and qualitative portfolio analysis, investigate client inquiries, develop custom reporting solutions, and coordinate timely deliverables across departments. The role requires strong Excel skills, attention to detail, financial product knowledge, effective communication, and the ability to manage multiple deadline-driven tasks independently.
Fintech • Financial Services
Wealth Management Associates provide exceptional service to clients and support Financial Advisors in building relationships, portfolio management, and executing marketing strategies while ensuring timely client care and assisting with financial planning.
Fintech • Financial Services
Manage tax-efficient, customized equity index portfolios by constructing, rebalancing, and transitioning holdings to optimize after-tax outcomes. Develop and maintain benchmark and portfolio analytics, monitor corporate actions and market events, measure performance and risk, respond to client/internal analysis requests, and support automation and process improvements.
Fintech • Financial Services
Leads operational risk analytics for Parametric Investment Operations by designing KRIs, monitoring controls, analyzing incidents and adverse scenarios, managing escalations, and improving operational resiliency. Partners with Operations, Technology, Risk, Compliance, and Internal Audit to assess control effectiveness, support business changes, conduct root cause analysis, and drive sustainable remediation in a regulated financial services environment.
Fintech • Financial Services
Leads platform engineering initiatives supporting cloud-native application teams. Designs and operates highly available systems, CI/CD pipelines, infrastructure automation, Kubernetes platforms, observability, security tooling, and developer enablement workflows. Provides architectural guidance, technical leadership, escalations, and mentorship while improving reliability, delivery velocity, and engineering standards across teams.
Fintech • Financial Services
Support Financial/Private Wealth Advisors by developing and executing customized investment strategies, performing portfolio analysis, implementing trades via PM platforms, conducting credit research and valuation modeling, producing reports, leading research meetings, supporting client meetings and business development, and creating targeted marketing materials.
Fintech • Financial Services
Reconcile client portfolios against custody records, investigate and resolve trade, currency, and corporate action discrepancies, maintain client records, prepare reports, document procedures, analyze risk, and support process improvements. The role requires managing large Excel datasets, communicating with internal and external stakeholders, meeting strict deadlines, and leading innovation initiatives in a high-volume financial services environment.
Fintech • Financial Services
The Lead Solution Manager will define solution vision and intent, work on solution design, execution, and collaborate with technology stakeholders to manage delivery and lead teams.
Fintech • Financial Services
Supports emerging markets trading across sovereign and corporate bonds, foreign exchange, derivatives, and related instruments. Monitors trade lifecycles from order generation through settlement and reconciliation, coordinates with traders, portfolio managers, custodians, brokers, and counterparties, and resolves trading or settlement issues. The role also supports market access, account onboarding, process improvements, and development of expertise in portfolio construction, risk management, and global investment operations.
Fintech • Financial Services
Support institutional sales team with pipeline reporting, CRM (Salesforce) maintenance, meeting and roadshow preparation, investor due diligence visits, prospect profiling, materials production, and process improvements to drive new sales within defined territories.
Fintech • Financial Services
Lead a mainframe storage engineering function supporting highly available IBM Z compute and storage platforms. Configure IBM DS8000 and TS7700 infrastructure, manage DFSMS storage policies, backups, replication, disaster recovery, capacity planning, and REXX automation. Troubleshoot outages and dataset access issues, conduct root-cause analysis, and execute complex storage migrations. The role requires expertise in z/OS storage utilities, tape management, FICON, replication protocols, resiliency technologies, and storage performance.
