Investment Associate Jobs in Massachusetts
Company Confidential Boston, MA, 02110
Investment Accounting Associate Position Available Overview: Accounting/fund administration firm specializing in investment partnerships (venture capital funds, private equity funds and hedge funds) is seeking a new full-time associate to join our practice. We have a strong niche in the marketplace and seek a highly motivated, conscientious and dedicated professional who can help us service our gr...
Our client is seeking a Tax Associate/Accountant in Boston, MA. Job Duties: Prepare tax reporting work papers, including estimated and actual taxable income calculations at the partnership and partner level, state reporting workpapers, as well as various management reports Perform investment level tax adjustment analyses related to financial products Review tax reporting documents received from lo...
Client Service Associate - $40-50K Seeking a Client Service Associate to join a small downtown Boston investment management firm. This is a great opportunity for someone looking to learn and grow within investment management. The Client Service Associate will build relationships with both new and existing clients, assist with account opening and maintenance and handle client account administration...
Daintree Advisors is a multi-family office and wealth advisory firm created in 2010. We guide and empower clients to “See the Forest” so that they can make thoughtful financial decisions for themselves and their families. Job Summary To execute effectively the firm's operational tasks contributing to superior results for internal and external clients. The Operations Associate will ensure that clie...
John Hancock Investments (JHI) a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 150 years. At a time when trust and confidence are at a great premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most...
Hiring for an immediate start date Job Description The Administrative Associate is responsible for providing support to the investment team and the partnership. Performers in that position have all had a positive attitude, strong work ethic, attention to details, passion for excellence, lots of enthusiasm, and a good sense of design/aesthetics. Career advancement opportunities are abundant at Cue...
Junior Client Service Associate Dynamic, highly regarded investment firm just outside of Boston seeks a junior level Client Service Associate to a senior level advisor. The Junior Client Service Associate will prepare portfolio analysis of potential holdings, and create investment proposals for prospects. Will assist with account openings and transfers providing clients with necessary information....
Performance Operations Associate Growing investment firm just outside of Boston is seeking an Performance Operations Associate with GIPS knowledge to join their dynamic team! The Performance Operations Associate will interact with all departments within the firm and work closely with custodians and the portfolio management software team. The Associate will be responsible for trade processing, repo...
Daintree Advisors is a multi-family office and wealth advisory firm created in 2010. We guide and empower clients to “See the Forest” so that they can make thoughtful financial decisions for themselves and their families. Job Summary To execute effectively the firm's administrative tasks contributing to superior results for internal and external clients. The Administrative Associate will support a...
Delivery-oriented candidate with a customer orientation focus, providing support in program management, system design and operational execution for the MSS team. This role has responsibility for operational excellence in recruiting systems, programs and operations. This role requires managing and/or assisting multiple project areas supporting the recruitment activities of the organization. Objecti...
Client Associate - $40Ks Outstanding opportunity to join a highly regarding investment firm in Boston! Seeking a Client Service Associate with up to 3 years of financial services experience. The Client Service Associate will: Reconcile account transactions with custodian records; Maintain portfolio accounting system Prepare client reports and client meeting documents Assist with trade reconciliati...
Borrego Solar Systems, Inc seeks a Sales Associate to join our team in Lowell, MA. The primary responsibility of this position is to assist the sales team in achieving annual bookings targets, create and maintain proposal generation materials and assist project developers in generating proposals and RFP responses. Borrego Solar’s approach to compensating our employees is unique and progressive. We...
Job ID: GEGY77341 Boston office seeks corporate attorney having 3-6 years of experience. The candidate should have a background in corporate and transactional work, with a particular emphasis on representing private equity and venture capital funds in mergers and acquisitions, leveraged buyouts, venture financings, recapitalizations and growth equity investment transactions. Large firm experience...
Edelman Financial, one of the nation’s largest and most well known financial planning firms, is seeking skilled Client Service Associates for our Needham, MA office. The Client Service Associate provides full support to one or more Financial Planner, ensuring client satisfaction through direct -contact with clients, vendors, and other operational employees, while adhering to regulatory standards....
Leading investment firm is currently looking to hire a Finance Associate to join their Boston team! In this role, you will be responsible for management of treasury function; account for daily cash activity in Investran, the third party portfolio management and accounting software; assist in the preparation of quarterly and year-end tax basis accounting books; assistance with quarterly and year-en...
Business Development Operations Associate Proposals, Budgets, Project Plans Ora (www.oraclinical.com) is the world’s leading independent ophthalmic drug and device development firm that provides technology-based, concept-to-market services and solutions that accelerate development timelines and improves the scientific quality of clinical research. With over 1,200 ophthalmic clinical trials and con...
Accountant Associate - $55K + Bonus A global asset management company located in Greater Boston with investments in leading boutique investment management firms is seeking a 1-3 Accountant Associate. Recent graduates who have completed a co op or internship during the pursuit of your degree are also a coveted profile. Reporting to the Corporate Accounting Manager, the selected candidate will assum...
Overview: IDC is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications and consumer technology markets. IDC helps IT professionals, business executives, and the investment communities make fact-based decisions on technology purchases and business strategy. More than 1000 IDC analysts provide global, regional, and local...
NEW ASSOCIATE You don’t have to BE a financial advisor to BECOME a financial advisor. In fact, many of our successful Partners and Associates had careers outside of the financial services industry prior to joining our firm. Some were attorneys, bankers, educators, and even coaches. Only 1 out 4 advisors actually had that title already when they were hired! Growing demand for our services is forcin...
SENIOR ACCOUNTANT - Prestigous Co! PRIVATE EQUITY Senior Associate - Financial Reporting & Accounting PRIVATE EQUITY We are searching for a sharp Senior Accountant / Financial Reporting Analyst with prior public accounting experience. This is a brand new position, open due to COMPANY GROWTH! The company offers outstanding mentorship and professional development opportunities, as well as clearly de...
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$33,400.00 - $160,000.00
Typical Salary for Investment Associate in Massachusetts
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Serves clients by preparing financial models; delivering financial management services and transactions; monitoring client portfolio performance.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Resolves client issues by providing information and explanations; responding to inquiries and requests.
Protects client and company interests by verifying processing compliance with internal and external guidelines; complying with federal, state, and foreign regulations; keeping information confidential.
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