• Value Office Financial

    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
    Humana (05/02/24)
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  • Associate II, Investment Middle…

    JPMorgan Chase (Boston, MA)
    …a strategic thinker who is passionate about delivering exceptional support for Clients in Investment Middle Office Services (IMOS), Investment Book of Record ... the role for you. As an Associate II in Investment Middle Office Services - Client Operations,...preferred JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to… more
    JPMorgan Chase (05/28/24)
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  • Investment Accounting Data Analytics…

    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 (04/26/24)
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  • Investment Compliance Consultant

    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
    MassMutual (04/26/24)
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  • Associate, Finance and Investment

    Combined Jewish Philanthropies (Boston, MA)
    …organizations and we are currently seeking an Associate, Finance and Investment Partnerships **.** The Associate, Finance and Investment Partnerships ... works with Vice President, Risk Management & Investment Partnerships to ensure the achievement of goals, smooth operations, establishment of best practices and… more
    Combined Jewish Philanthropies (05/12/24)
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  • Summer Analyst - Investment Banking…

    Citizens (Boston, MA)
    …New York, NY; San Francisco, CA Duration: 10 weeks Start Date: May 2025 Investment Banking Summer Internship Program Citizens Bank is seeking Investment Banking ... market. Our internship program is the primary method of sourcing full-time Investment Banking Analyst candidates. Over the course of the 10-week program, Summer… more
    Citizens (05/29/24)
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  • Financial Advisor

    Edward Jones (Plymouth, MA)
    …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your own practice, supported by your branch team, a home- office team and other regional financial advisors....investment firm, serving over eight million clients.** **Our financial advisors are valued partners, and we credit much… more
    Edward Jones (05/07/24)
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  • US Experienced Financial Advisor

    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 (04/17/24)
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  • Value Based Program - Data & Reporting Lead

    Humana (Boston, MA)
    …based on internal and external feedback and performance data. + Design Return on Investment (ROI) Analyses for new Value Based Payments (VBP) using multiple data ... caring community and help us put health first** The Value Based Programs Lead generates ad hoc reports and...the best course of action. **Key Responsibilities** + Analyze financial , utilization, and performance data to identify opportunities to… more
    Humana (04/12/24)
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  • Financial Accounting Systems Transformation…

    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
    MassMutual (05/16/24)
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  • Head of Portfolio Oversight

    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
    CIBC (05/09/24)
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  • Lead Fund Controller, Private Funds

    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 (05/09/24)
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  • Securities Valuation Analyst

    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. **POSITION OVERVIEW** The **Securities… more
    Wellington (05/25/24)
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  • Equity Derivative Portfolio Manager

    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
    MassMutual (05/16/24)
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  • Program Analyst, Early Career Investor Development

    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
    Wellington (04/06/24)
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  • Asset Management - Platform Solutions Client…

    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 benefit reporting, and Represent JP Morgan's suite of investment solutions You are a team player who brings...bringing scalability to the clients we serve. You must value collective success, thrive in a team environment, and… more
    JPMorgan Chase (05/25/24)
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  • Practice Management Presenter

    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
    MassMutual (05/25/24)
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  • JP Morgan Wealth Management- Vice President,…

    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
    JPMorgan Chase (03/31/24)
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  • FinPath Director of Business Development - RPW

    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
    HUB International (04/25/24)
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  • Category Manager (Intermediate, Senior or Lead)

    PPL Corporation (Providence, RI)
    …States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we ... hybrid schedule and can be based out of PPL's office in Allentown, PA or Providence, RI_** The purpose...corporate requirements and issue contractual commitments with an estimated value of up to $100 million per year. Responsible… more
    PPL Corporation (05/17/24)
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