- 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
- Deloitte (Boston, MA)
- If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's Partnership Solutions Group (PSG) may be the place for ... part of a group that sets the standard for investment management tax technology and provides tax compliance and...consulting services to a variety of clients in the financial services industry. Our people-first approach will provide you… 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
- Edward Jones (Walpole, MA)
- …you'll develop and grow your own practice, supported by your branch team, a home- office team and other regional financial advisors. You'll benefit from the ... than any other investment firm, serving over eight million clients.** **Our financial advisors are valued partners, and we credit much of our success to their… more
- JPMorgan Chase (Boston, MA)
- JPMorgan Chase's Investment Middle Office (IMOS) acts as the Middle Office for our clients across a range of products, including but not limited to Listed ... 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 quality control checks to ensure… 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
- Wellington (Boston, MA)
- …our voting rights with the goal of achieving favorable outcomes that enhance the value and reduce the financial risk of our clients' investments. Through two-way ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … 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
- TD Bank (Foxborough, MA)
- …Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client service to ... will support other team members (Relationship Managers, Trust Advisors or Investment Advisors) and provide consistent and accurate administrative, analytical and… 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 (Providence, RI)
- …training sessions to HUB employee benefits producers and account executives, 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