Top Tech Jobs & Startup Jobs in Boston, MA

The Private Client Relationship Associate manages client requests, coordinates workflows, and maintains accurate client accounts while collaborating with internal teams.

Support portfolio management for multi-asset client portfolios by executing trades, managing cash and liquidity, analyzing equity, fixed income and alternative exposures, producing performance and risk reporting, and collaborating with portfolio managers and client teams to develop and implement customized investment strategies.

The Workday Financials Architect will lead the design and optimization of Workday Financials, manage requirements gathering, and oversee project delivery within an Agile framework.

Provide comprehensive administration and client service for high-net-worth families and family offices, managing accounts, trust and fiduciary matters, client communications, customized reporting and analyses, meeting coordination, cash processing oversight, and collaboration with portfolio managers and outside advisors to resolve inquiries and support complex multi-entity client relationships.

The Investment Operations Specialist provides operational support for large portfolios, focusing on data management, reporting, cash flow tracking, and portfolio onboarding, while ensuring accuracy and communication with various stakeholders.

The Operations Analyst will manage processes within Addepar, onboard clients, generate reports, analyze investment data, and troubleshoot operational issues.