Top Tech Jobs & Startup Jobs in Boston, MA

Support execution of subscription, redemption, and asset transfer workflows for discretionary and advisory clients. Coordinate with investment managers, custodians, fund administrators, and legal to ensure documentation, AML/KYC compliance, and post-trade reporting are complete. Maintain accurate client account records, monitor portal activity, prepare ad hoc reporting, and communicate with third-party service providers to meet transaction and client objectives.

Support processing and execution of cash and security transactions for client portfolios managed by the firm. Prepare wires, ETF and mutual fund trades, track executions, reconcile cash breaks, liaise with custodians and service providers, and support Treasury projects while improving controls and processes to reduce risk and increase scalability.

Support global secondaries investment process: source and screen deals, perform industry and portfolio due diligence, build financial models, prepare research and diligence reports, meet with fund and portfolio company executives, collaborate with investment and client teams, and contribute to non-transaction projects. Role includes travel and multi-year development/mentorship.

Support fund accounting and reporting for various fund vehicles by reconciling NAV, positions, cash, and expenses; review administrator-prepared financial statements; assist audits, regulatory filings, cash management, and stakeholder reporting; liaise with administrators, auditors, and internal teams; and perform ad hoc analyses to improve processes.

Lead client relationship management and business development for ultra-high-net-worth private clients and family offices. Drive new business, retain and deepen client relationships, oversee proposals and onboarding, mentor junior staff, coordinate with investment teams, and report on retention and revenue performance.

Drive client acquisition and growth in the Southeast by developing business development strategies, identifying and engaging prospects (endowments, foundations, pensions, private clients), managing relationships, updating CRM, coordinating with investment, client service and marketing teams, representing the firm at events, and mentoring junior staff to support firm-wide growth objectives.

Lead and manage bespoke investment portfolios for ultra-high-net-worth clients, driving asset allocation, manager selection, risk management, performance monitoring, client engagement, team leadership, and business development. Serve as senior investment leader and mentor while building referral networks and representing the firm externally.

Manage a 15-20 person client reporting team, overseeing operations, workload allocation, training, performance management, and process improvements. Coordinate with investment, operations, IT, and clients to resolve issues, run department projects, and ensure timely, high-quality reporting and client service.

Lead sourcing, underwriting, and ongoing monitoring of venture capital managers. Conduct qualitative and quantitative due diligence, produce written assessments, meet with GPs and industry participants, support junior team development, contribute to research and portfolio construction, and represent the firm at industry events.

Partner with clients and internal teams to design and manage diversified investment portfolios, perform due diligence and manager selection across asset classes (including alternatives), produce analyses and client materials, present recommendations, lead client relationships, and supervise and mentor analyst/associate team members.