Top Tech Jobs & Startup Jobs in Boston, MA

Maintain books and records for hedge/hybrid and private equity funds; review fund documents and ensure correct setup; prepare and review NAVs, fee and carried interest calculations, investor allocations, capital calls and distributions; coordinate investor notices and reporting; manage client deliverables against SLAs and liaise with internal and external stakeholders including audit, tax, compliance and investor relations.

Sell and manage treasury management solutions for corporate clients, prospecting new business, expanding existing relationships, leading client process reviews, partnering with bankers and product teams, managing portfolio non-credit risk, and delivering market thought leadership to drive revenue and profitability.

Lead and manage cross-firm AI in Operations program initiatives: develop strategic plans, apply structured problem-solving and design thinking, support multiple workstreams, engage senior stakeholders, standardize AI use cases, and drive scaling and reimagination of AI capabilities across operations.

Supports private equity fund administration clients by maintaining books and records, calculating NAVs, fees, carried interest, and investor allocations, preparing financial statements and reports, coordinating audits and tax processes, reviewing governing documents, managing deliverables and escalations, and ensuring compliance with control procedures. The role requires private equity fund accounting expertise, US GAAP knowledge, client service skills, and collaboration with internal stakeholders.

Manage daily fund administration deliverables for private equity clients, including NAV calculations, financial statements, capital events, management fees, carried interest, investor allocations, reporting, and audit coordination. Oversee client expectations, SLAs, controls, escalations, governing-document reviews, internal projects, and staff development. Requires strong knowledge of private equity structures, complex transaction accounting, US GAAP, and fund administration operations.

Build and manage high-net-worth client relationships, develop new business through prospecting and referrals, provide tailored banking and lending solutions, facilitate wealth management introductions, and advise clients on financial markets. The role requires cross-business collaboration, holistic financial planning, regulatory compliance, securities licensing, and NMLS registration.

Provides L2 production support for business-critical applications by triaging incidents, monitoring alerts, resolving outages, performing root-cause analysis, and supporting releases and changes. The role also develops automation, improves observability and reliability, creates runbooks and documentation, and partners with engineering and business teams to maintain availability and meet SLAs.

Provides comprehensive financial planning and investment advice to individuals and families. Builds and manages a client book of business through acquisition, relationship management, personalized investment solutions, partner referrals, financial coaching, and digital banking education. The advisor focuses on goals-based planning, client service, financial markets, and integrity while helping clients meet broader financial needs.

Provide comprehensive financial planning and goals-based advice to individuals and families; build and grow a book of business through client acquisition and relationship management; deliver personalized investment and insurance solutions; educate clients on digital tools; collaborate with partners and support teammates while maintaining high integrity and client focus.

Provide comprehensive financial planning and relationship-driven investment advice to individuals and families. Build a book of business, acquire and retain clients, coordinate referrals across Chase partners, educate clients on digital tools, and deliver goals-based planning while maintaining regulatory licenses and industry best practices.