- Wellington (Boston, MA)
- …with those of our clients. **About the Role** We are seeking a Business Manager for the Private Investments Platform. Wellington has been investing in ... investment groups within Wellington. The Business Manager will work closely with the Private ...and/or CFA (or equivalent) is a plus. **LOCATION** The Business Manager , Private Investments… more
- CIBC (Boston, MA)
- …lead client meetings to discuss portfolio construction, market trends, and individual private investments . + Contribute to a strong organizational culture ... long-standing commitment to excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep… more
- Deloitte (Boston, MA)
- …offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government ... Interested in taking your tax and business experience to a whole new level? Want...and reporting needs of large portfolios of fixed income investments . Work You'll Do As a Manager … more
- FM (Waltham, MA)
- …team with the external investment managers. This includes researching new investments , new and existing manager diligence and underwriting, allocation or ... This is a senior role, reporting to VP - Private Alternative Investments and working closely with...direct real estate investment team, the Chief Investment Officer (CIO), and other senior Investments … more
- FM (Waltham, MA)
- …of challenging roles. This is a senior role, working closely with the Portfolio Manager , External Investment Management - Public Markets, Senior PM's, Chief ... Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a...the existing and new relationships. This includes researching new investments , new and existing manager diligence and… more
- Wellington (Boston, MA)
- …multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned ... seeking a Strategist to join the leadership of our Investment Platform Business Enablement team and drive...technology-enabled transformation - The Strategist will be a strategic business leader and project manager , serving as… more
- Bank of America (Boston, MA)
- …of 7+ years of investment experience with a strong focus on private market investments , ideally in private credit,Buyout, Venture Capital, Real-Estate, ... single asset and multi asset portfolios. The CIO Due Diligence teamincludes investment manager research, sourcing, and selection utilizing a strong … more
- Wellington (Boston, MA)
- …multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned ... our clients. **About the Role** **THE ROLE** The Portfolio Manager -Lead within the Quantitative Investment Group will...because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal… more
- Wellington (Boston, MA)
- …multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned ... be primarily focused on helping the team to conduct manager research on our private fund allocations,...because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal… more
- Deloitte (Boston, MA)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... and mentoring teams, and advising on important tax and business issues? If you're a leader who wants to...have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role… more
- Deloitte (Boston, MA)
- Private Equity M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational ... need as a PE M&A Information Technology (IT) Senior Manager - within Deloitte's M&A Offering, as a part of...management teams of the portfolio companies owned by the private equity. Our practitioners perform business process… more
- JPMorgan Chase (Boston, MA)
- …building and maintaining high-net-worth client relationships across banking, lending, and investments ? This is a unique opportunity to manage and maintain ... thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore… more
- Wellington (Boston, MA)
- …multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned ... to provide clients with a platform that integrates customized investment solutions with research. The Multi Manager ...product team works closely with members of the broader investment team, relationship teams, and business colleagues… more
- Wellington (Boston, MA)
- …multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned ... Role** This is an exciting opportunity to join Wellington's private investment -focused fund operations team dedicated to...-focused fund operations team dedicated to our rapidly expanding private equity business . Fund Control & Operations… more
- Bank of America (Boston, MA)
- Private Client Manager II Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Private -Client- Manager -II\_25039613) **Job Description:** At Bank of America,… more
- Wellington (Boston, MA)
- …multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned ... that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a...because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal… more
- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for a **Account Manager - Private Client Group** . **Overview** : Responsible for servicing ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a...assigned high net worth/ private client group personal insurance accounts. Account rounding and… more
- JPMorgan Chase (Mattapan, MA)
- …bank, while fostering a culture of diversity and inclusion * Build a book of business and deliver personalized investment solutions to your clients by relying on ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you… more
- Wellington (Boston, MA)
- …multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned ... that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a...because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal… more
- HUB International (Wilmington, MA)
- …own unique, regional culture. We currently have an opportunity for an **Account Manager VIP -- Private Client Group.** **Overview** : Responsible for quality ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB… more