- Humana (Boston, MA)
- …strategy. The Financial Analytics Lead plays a pivotal role in our Value Office by collating, modeling, interpreting, and analyzing data to identify and ... risks. + ** Financial Metric Analysis:** Expertly calculate and analyze key financial metrics, including Net Present Value (NPV) and Internal Rate of… more
- MassMutual (Boston, MA)
- …and other management reports. + Effectively collaborates with accounting policy, the chief investment office , tax, financial reporting capital management and ... You will be a key contributor on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of… more
- MassMutual (Boston, MA)
- **Compliance Analyst, Investment Compliance** ** Investment Management** **Full-Time** **Boston, MA or Springfield, MA** **The Opportunity** As a Compliance ... with various regulations, guidelines, and policies for the Company's General Investment Account. Additionally, you will be responsible for assessing compliance with… more
- Citizens (Boston, MA)
- … portfolio Sr. Manager, you will assist in management of a portfolio within the investment office . T his role is designed to provide enhanced opportunity and ... Relations preparation and presentations + Development of dashboards supporting the Investment Portfolio, Institutional Hedging, and MSR Hedging on a daily basis… more
- Edward Jones (Boston, MA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... grow your own practice, supported by branch associates, a home- office team and other regional financial advisors....investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm,… more
- MassMutual (Boston, MA)
- …delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business ... diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data… more
- CIBC (Boston, MA)
- …(https://www.cibc.com/en/about-cibc.html) CIBC Private Wealth Management ("PW") conducts an investment advisory and fiduciary business, which focuses primarily on ... purpose trust company, CIBC Private Wealth Advisors, Inc., an SEC registered investment advisor, and CIBC Delaware Trust Company, a limited purpose Delaware trust… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...across technology and consumer sectors globally * Build multi-year financial models, to determine appropriate valuations under various scenarios;… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...a hybrid work environment where both remote work and office play a critical role. **OVERVIEW** This is a… more
- Manulife (Boston, MA)
- …General Account Group and the Wealth and Asset Management Segment of Manulife Financial . The General Account Group handles investment portfolios related to the ... We are a leading financial services provider committed to making decisions easier...agriculture. The audits include portfolio management & trading (front office ), investment operations, compliance and risk management.… more
- Combined Jewish Philanthropies (Boston, MA)
- …Operations Associate, Finance works with Vice President, Risk Management & Investment Partnerships to ensure the achievement of goals, smooth operations, ... practices and exceptional relationships for CJP's risk management, property operations, investment , Donor Advised Funds (DAFs) and other related programs. This role… more
- MassMutual (Boston, MA)
- …Portfolio Manager **Team:** Quantitative Portfolio Management **Department:** Investment Management **Employment Type:** Full-Time **Location:** Boston, MA ... - Hybrid (3+ days in office per week) **The Opportunity** The Equity Derivative Portfolio...one or more segments of the general or corporate investment accounts. This includes performing daily portfolio management activities,… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...A minimum of 5 years of relevant experience in financial services or asset management; * Prior experience working… more
- Black & Veatch (Burlington, MA)
- …technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal ... expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting and improving business processes focused on Asset… more
- JPMorgan Chase (Boston, MA)
- …of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them. ... Tax-Smart withdrawals, Tax benefit reporting, and representing JP Morgan's suite of investment solutions. As a vital team player, your energy, creativity, and strong… more
- JPMorgan Chase (Boston, MA)
- **Departmental Outline:** JPMorgan Chase's Investment Middle Office (IMOS) acts as the Middle Office for our clients across a range of products, including ... regulatory reporting and input into the production of our Investment Book of Record (IBOR) delivery **.** Job Responsibilities...primary reasons for day over day position and/or market value movement + Perform data quality checks to ensure… more
- MassMutual (Boston, MA)
- …Diploma with 5+ years of equivalent work experience. + 5+ years' experience working in Investment financial services industry. + Series 6 or 7 required at time ... CE program. + Develop and track metrics showing the value of the CE program. + Understand financial...3rd party distribution + 7+ years' experience working in Investment financial services industry. **What to Expect… more
- JPMorgan Chase (Boston, MA)
- …with an integrated client service team to provide clients with a detailed financial plan. Utilizing JP Morgan's proprietary Wealth Plan software, the PWP guides ... and prospective clients who express interest in having a financial plan. You will work collaboratively with an integrated...You will also educate the integrated team about the value Wealth Planning can bring to a relationship and… more
- HUB International (Boston, MA)
- …and training sessions to retirement plan advisors and relationship managers, showcasing the value proposition and features of our financial wellness programs. + ... advisors highly desirable. + General understanding of retirement planning concepts, investment products, and regulatory requirements governing the financial … more
- TIAA (Boston, MA)
- …to devise customized financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working ... Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help… more