- 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
- 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
- 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
- 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 ... 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
- 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
- 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
- Manulife (Boston, MA)
- …accounting, financial services and/or consulting firm with experience in the public and private investment management industry reporting would be an asset + ... for a growing number of subsidiaries, limited partnerships and equity accounted investments relating to alternative asset classes. Reporting to the Manager ,… more
- JPMorgan Chase (Boston, MA)
- …private alternative space, including experience in variousstructures of private alternatives, non-traded REITs, business development companies,Interval Funds, ... The Private Wealth Alternatives market, with an estimated $2...200 years and today we are a leader in investment banking, consumer and small business banking,… 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 ... with those of our clients. **About the Role** The Business Manager for Technology will work will... cases with a clear focus on return on investment and business impact. + Ensure transparency… more
- Wellington (Boston, MA)
- …barrier preclearance process and maintain oversight of restricted lists associated with the private investments business + Design and enforce controls ... The Senior Compliance Analyst will support Wellington Management's Global Private Investments Compliance program, focusing on information...CFA) a plus + Experience working at a large investment manager with diverse business … more
- Citizens (Westwood, MA)
- …Broker-Dealer/Registered Investment Advisor, 12 CFR 9 Trust and Fiduciary business , including exposure to Alternative Investments and 33 and 40 ... an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management -...Investment Advisor, 12 CFR 9 Trust and Fiduciary business , including exposure to Alternative Investments 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 ... following essential skills are required for the role: * ** Investment acumen** - The Portfolio Manager will...because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal… more