Top Tech Jobs & Startup Jobs in Boston, MA

Provides advanced administrative and operational support to Manager Research and Global Investment Research teams. Responsibilities include executive calendar and travel management, meeting coordination, expense and timesheet processing, document and presentation editing, reporting, process support, onboarding, mentoring, project ownership, and workflow improvement. The role requires proactive organization, sound judgment, discretion with confidential information, strong communication, and the ability to manage competing priorities with minimal direction.

Leads the development of tax-aware investment capabilities for private clients and family offices. Responsibilities include integrating tax considerations into manager research, product evaluation, portfolio construction, due diligence, reporting, and investment communications. The role develops scalable frameworks, workflows, and client-facing content while partnering across investment research, private wealth, tax strategy, investment strategy, and private client teams.

Owns the financial systems product roadmap for Oracle ERP, revenue, billing, accounting, and finance platforms. Leads discovery, requirements, backlog prioritization, delivery, testing, configuration, vendor management, change management, and post-launch evaluation. Partners with Finance, Accounting, FP&A, AR, Revenue, and Technology teams; translates business needs into system solutions; resolves complex issues; communicates with leadership; and mentors junior analysts.

Supports investment transaction execution for discretionary and advisory clients by preparing subscription and redemption documents, coordinating AML/KYC reviews, managing asset transfers, maintaining account records, monitoring portals, and completing post-trade documentation. The role collaborates with investment managers, custodians, legal counsel, administrators, and clients while preparing operational reporting and ensuring accurate, timely transaction processing.

Develop and support software applications, APIs, services, and database components using Java, .NET, Python, AWS, and related technologies. Collaborate with cross-functional teams, write automated tests, participate in code reviews, troubleshoot issues, document technical decisions, and contribute to CI/CD and agile development practices. The role also involves evaluating AI-assisted development tools and helping explore AI-enabled features.

Provides on-site and remote support for hardware, software, operating systems, business applications, virtual desktops, mobile devices, and AV systems. Responsibilities include incident resolution, request fulfillment, onboarding, access provisioning, inventory maintenance, video conferencing support, vendor coordination, and collaboration on technology improvement initiatives across global offices.

Oversee portfolio implementation and investment execution across multiple client portfolios. Manage trade planning, rebalancing, liquidity, cash balances, portfolio monitoring, client guideline compliance, reporting, and coordination with clients, investment teams, service providers, and third-party managers. Support onboarding, process improvements, portfolio analysis, operational projects, and implementation of strategies involving ETFs, mutual funds, futures, hedge funds, private equity, and other illiquid investments.

Supports global client solutions through business development execution and private-client relationship coordination. Responsibilities include managing RFPs and proposals, preparing pitch materials, coordinating prospect and client meetings, tracking pipeline activity, maintaining CRM records, and ensuring follow-through across stakeholders. The role requires strong organization, project management, communication, quality control, and professionalism, with an interest in investments and private clients.

Ten-week MBA internship providing hands-on exposure to investment management. Interns collaborate with Investment Directors on client portfolios, investment research, portfolio construction, manager selection, due diligence, financial analysis, client materials, and presentations across multiple asset classes. The program includes structured training, mentorship, client and investment manager meetings, and cross-office collaboration.

Investment Analysts conduct investment and capital markets research, evaluate asset allocation, spending, performance, and investment manager portfolios, and support client requests. They serve 10 to 15 clients, prepare presentations and reports, communicate investment recommendations, and collaborate with Investment Directors and other analysts. The four-year program provides training, mentorship, client exposure, and opportunities to specialize in hedge funds or private investments.