• Deal Lead, Growth Lending

    Wellington (Boston, MA)
    …will emphasize a fundamental/thematic, research-oriented, bottom-up approach to underwriting. The Investment Professional will also have deep experience with ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...Sound judgment, strong work ethic and highest personal and professional integrity; and * Willingness to travel. Not sure… more
    Wellington (08/15/24)
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  • Securitized Product Analyst

    Bank of America (Boston, MA)
    …development of Economic and Investment outlook/advice and recommendations to investment professional , clients and prospects; asset class research (ie ... environment on asset classes, white papers); contribute to the development of Investment themes and content for strategic insight reports; research profit patterns… more
    Bank of America (09/21/24)
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  • Citi Wealth at Work - Investment Associate…

    Citigroup (Boston, MA)
    The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... affected by the performance of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of service and investment more
    Citigroup (09/24/24)
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  • Tax Senior - Investment Management…

    Deloitte (Boston, MA)
    …transactions to the organization. The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works ... important tax and business issues? If you're a tax professional who wants to develop and thrive in the...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective… more
    Deloitte (08/15/24)
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  • Tax Manager- Investment Management…

    Deloitte (Boston, MA)
    …eminence building and pursuits The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
    Deloitte (08/15/24)
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  • Principal, Industrial Innovation Fund

    Amazon (Boston, MA)
    Description Amazon is seeking an investment professional who will be responsible for all parts of generating, managing and executing investments for the ... on supporting transactions in emerging technology segments that span Amazon Operations. This professional will be a key business partner for Amazon leaders and will… more
    Amazon (09/12/24)
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  • Director, Investment Research

    Wellington (Boston, MA)
    investment processes **QUALIFICATIONS** * 10+ years of relevant professional experience * Superior organizational skills ability to manage, prioritize and ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
    Wellington (09/13/24)
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  • Regulatory GAAP and Statutory Investment

    Lincoln Financial Group (Boston, MA)
    …#:** 72640 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team at ... Lincoln Financial Group. The Investment Accounting and Reporting team is a highly visible... accounting process. * You will remain current in professional and industry trends and make a positive contribution… more
    Lincoln Financial Group (09/07/24)
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  • Derivative Analyst, Investment Accounting

    Lincoln Financial Group (Boston, MA)
    …#:** 73039 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst, with a focus on derivatives, to support the Investment ... Accounting and Reporting Team at Lincoln Financial Group. The Investment Accounting and Reporting team is a highly visible... accounting process. * You will remain current in professional and industry trends and make a positive contribution… more
    Lincoln Financial Group (07/24/24)
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  • Specialist, Client Service

    Charles Schwab (Boston, MA)
    …educate and solve problems for individual investors. Through trust, experience, investment knowledge, and professional development, and exceptional service the ... **Your opportunity** Charles Schwab Investment Management (CSIM) is the asset management arm...Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on… more
    Charles Schwab (09/20/24)
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  • Investment Banking Summer Associate…

    Raymond James Financial, Inc. (Boston, MA)
    …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... Skills, and Abilities:** **Knowledge of:** * Concepts, practices and procedures of Investment Banking. * Investment concepts, practices and procedures used in… more
    Raymond James Financial, Inc. (09/04/24)
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  • Investment Banking Associate, Corporate…

    Citizens (Boston, MA)
    Description Citizens is seeking an experienced Investment Banking Associate to join our Industrial Corporate Finance (Industry Coverage) team focusing on ... This position offers an excellent opportunity to join a rapidly growing investment banking platform with market leading positions in middle market corporate and… more
    Citizens (09/18/24)
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  • State Income and Franchise - Investment

    Deloitte (Boston, MA)
    Are you a strategic and creative Multistate Tax professional who loves solving complex state and local tax issues? Are you intrigued by the tax considerations ... specific to investment management, private equity, real estate and/or hedge fund...diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide… more
    Deloitte (09/09/24)
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  • State Income and Franchise - Investment

    Deloitte (Boston, MA)
    Are you a strategic and creative Multistate Tax professional who loves solving complex state and local tax issues? Are you intrigued by the tax considerations ... specific to investment management, private equity, real estate and/or hedge fund...compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge… more
    Deloitte (08/09/24)
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  • Risk Director, Investment Banking

    Citizens (Boston, MA)
    Description The Risk Director, Investment Banking is a leadership role on the Commercial Banking Risk team, which is a front-line unit risk function. The Risk ... Director will support the investment banking business of Citizens, which includes syndicated loan...skills + Proven leadership and management skills in a professional environment + Project management skills to support multiple… more
    Citizens (09/25/24)
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  • Investment Consultant

    Charles Schwab (Burlington, MA)
    …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow ... and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and… more
    Charles Schwab (09/19/24)
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  • Mid-Level Investment Funds Associate (Multi…

    DLA Piper (Boston, MA)
    …people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow ... Together. **Summary** DLA Piper's is seeking a mid-level associate to join its Investment Funds group. This position is open to our Atlanta, Austin, Boston, Chicago,… more
    DLA Piper (09/23/24)
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  • Entry-Level Investment Funds Associate…

    DLA Piper (Boston, MA)
    …people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow ... can achieve. Together. **Summary** DLA Piper is seeking entry-level associates to join the Investment Funds group in the fall of 2025. This position can be based in… more
    DLA Piper (09/19/24)
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  • Tax Manager - Financial Svcs - Mutual Fund Tax…

    Deloitte (Boston, MA)
    …and one national training per year. The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works ... you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.?… more
    Deloitte (08/15/24)
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  • Tax Senior - Financial Svcs - Mutual Fund Tax…

    Deloitte (Boston, MA)
    …Tax LLP and sector-specific training. The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
    Deloitte (09/15/24)
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