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Top Tech Jobs & Startup Jobs in Boston, MA
Financial Services
Support senior researchers in qualitative and quantitative analysis of global, non-US, and emerging markets equity managers. Conduct performance and portfolio analysis using FactSet/Bloomberg, attend manager meetings, produce written due diligence and commentary, source and monitor strategies, and serve as an information resource for colleagues and clients.
Top Skills:
BloombergExcelFactsetProgramming
Financial Services
Drive lead generation and pipeline development across institutional and private client segments in the US Southeast. Build and nurture regional relationships with centers of influence and prospects, represent the firm at industry events, coordinate with internal teams for client onboarding, maintain CRM records, and report regional business development performance to senior leadership.
Financial Services
Lead end-to-end strategy and execution for complex client onboarding, transitions, service changes and off-boardings for U.S. Private Clients. Act as senior liaison to stakeholders and external providers, manage risks and governance, drive cross-functional decisions, and ensure disciplined delivery. Contribute to operating model improvements, lead post-implementation reviews, and provide subject-matter expertise and guidance to colleagues.
Top Skills:
ExcelPowerPointProject Management ToolsSharepointVisioWord
Financial Services
Review and reconcile NAV, positions, capital calls/distributions, fund expenses and cash; validate fee and waterfall calculations; liaise with fund administrators, custodians, auditors and clients; prepare audit schedules and draft financial statements; ensure compliance with governing documents and accounting standards; support process improvements and automation; serve as primary contact for fund accounting inquiries.
Top Skills:
Ai-Enabled ToolsMicrosoft WordExcelVisual Basic For Applications (Vba)
Financial Services
Senior investment leader responsible for managing private client portfolios ($100M–$bn), driving asset allocation and manager selection, leading client relationships and business development, and mentoring the investment team to deliver top-quartile performance and strong client satisfaction.
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Financial Services
Support Manager Research by coordinating research information, triaging requests, running queries and reports, maintaining multiple databases and inboxes, managing operational processes, and facilitating communications across research teams. Contribute to projects, troubleshoot reporting needs, and ensure data accuracy and timely delivery in a deadline-driven hybrid environment.
Top Skills:
AsanaExcelOutlookSQLWord
Reposted 21 Days AgoSaved
Financial Services
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.
Top Skills:
Microsoft Crm Dynamics
Financial Services
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.
Financial Services
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.
Financial Services
Lead portfolio construction and manager evaluation for institutional clients across public and private asset classes. Present recommendations to clients and committees, prepare analyses and materials, support business development, and mentor junior staff while contributing to team strategy and portfolio management.
Top Skills:
ExcelPowerPointProprietary SystemsWord
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