- US Bank (Boston, MA)
- …firm's assets. Job duties include maximizing client retention and expanding US Bancorp Fund Services ' product development and services . Monitor client asset ... candidates who have "Business Development Company and/or "Registered Closed End fund experience." In today's complex and dynamic environment, clients expect to… more
- JPMorgan Chase (Boston, MA)
- …team to achieve great results for clients. As a Financial Reporting Associate within the Global Fund Services team, you will be accountable for building ... global leader across banking, markets and investor services . The world's most important corporations, governments and institutions...a team. You will be responsible for identifying complex fund issues and managing the delivery of services… more
- BlackRock (Boston, MA)
- …A track record of identifying and delivering process improvement + A client service mentality and a history of successful relationship -building examples + ... $11 trillion in assets, we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy… more
- Wellington (Boston, MA)
- …**This analyst role, working in collaboration with other analysts and managers of the global Fund Risk & Governance Department, will contribute to both ongoing ... management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the...including those within the Product team, Legal & Compliance, Fund Services , and Tax, in researching internal… more
- Wellington (Boston, MA)
- …class client service to both institutional clients and distributors. The Relationship Manager is responsible for managing service delivery for clients and/or ... The Relationship Manager will have: . Significant experience supporting fund distribution business and demonstrable knowledge of the operational complexities of … more
- JPMorgan Chase (Boston, MA)
- …clients and extends liquidity in markets around the world.** **As an Associate within the Global Fund Services Client Operations Asset Owner team, you will ... you are making a difference. JPMorgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services . The world's most… more
- Wellington (Boston, MA)
- …within Wellington Management globally; in particular, Private Investment Deal Teams, the Client Group, Fund Services , Legal Services , and Tax Services . ... management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the...and the Firm launched its first dedicated private equity fund in 2014. Today, we manage approximately $8 billion… more
- Wellington (Boston, MA)
- …within Wellington Management globally; in particular, Private Investment Deal Teams, the Client Group, Fund Services , Legal Services , and Tax Services . ... management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the...and the Firm launched its first dedicated private equity fund in 2014. Today, we manage approximately $8 billion… more
- Heritage Environmental Services, LLC (Boston, MA)
- …Work: Be part of a team that makes a real difference. Our comprehensive services range from hazardous waste management and emergency response to onsite support and ... to be the most trusted partner in the environmental services industry. We put our customers first and deliver...Arcwood Environmental is backed by the EQT Infrastructure VI fund , enhancing our capabilities, and expanding our reach. EQT… more
- CBRE (Boston, MA)
- …and across industries and geographies. Find out more (https://www.cbre.com/real-estate- services /directory/ global -workplace-solutions) CBRE, Inc. is an Equal ... Markets - Renewables Advisory Job ID 193373 Posted 15-May-2025 Service line GWS Segment Role type Full-time Areas of...Us** CBRE is the world's largest commercial real estate services and investment services firm. The CBRE… more
- Manulife (Boston, MA)
- …Consultant collaborates with a team that includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, focusing on 401(k) ... the advisor's business growth by helping them leverage John Hancock's story and services to gain competitive advantage, as well as, providing industry insights. +… more
- Deloitte (Boston, MA)
- …and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities ... various transactions to the organization. The Team As the global leader in providing professional services to...experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working… more
- Deloitte (Boston, MA)
- …and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities ... marketplace eminence building and pursuits The team As the global leader in providing professional services to...experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range… more
- Needham Bank (Needham, MA)
- …+ Ability to adhere to Needham Bank's Core Values (Quick-Decision-Making, Reliability, Relationship -Based Focus and Quality Service ) EDUCATION & EXPERIENCE + ... multiple tasks and duties. ESSENTIAL DUTIES & RESPONSIBILITIES + Fund and on-board newly originated loans in the Bank's...+ Ability to embrace and adapt to departmental and global changes + Ability to work in a fast… more
- BlackRock (Boston, MA)
- …CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of ... and drive to reach and exceed sales quotas + Candidates with proven relationship building skills + Strong Passion for Asset Management Industry and Capital Markets… more