Investment Associate Jobs in Massachusetts
Compliance Associate - Investment management firm - $75K salary, plus $10K bonus My client, a brokerage and investment banking firm, is seeking a Compliance Associate with 3-5 years of experience to join the Boston group. Will report to the VP of Compliance of a six-person team. The trade compliance function is housed with the Traders in the NYC office. The Boston office handles broker-dealer audi...
This is a unique opportunity for a bright, highly organized, and detail-oriented individual to join a boutique investment firm as their Operations Associate! In this role, you will be responsible for various office management and client service activities, including answering phones and fielding calls; handling bookkeeping and invoices; managing account changes and distributions; client reporting;...
About the company Our client is one of the world's leading private investment firms. Job description Our client is looking for a tax associate or tax senior to join its tax team in this newly created position. In this role, you will be involved with the following: Provide general support to the Tax Department and act as main point of contact for a variety of projects Handle, coordinate, and assist...
Company Confidential Wellesley, 02481
Finance Private Equity Senior Associate Needed to assist investment process & transaction closing in healthcare sector for private equity investor; conduct commercial & regulatory due diligence; assist in dev. & execution of lead generation, portfolio dev., liquidity generation, monitor & identify prospective investments in healthcare market; assist development of computer based tools for investme...
Operations Associate Growing investment firm just west of Boston is seeking an Operations Associate to join their dynamic team! The 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, reporting, account maintenance and setting up new accounts. The...
Prestigious global investment firm seeks a full-time Investor Relations Associate! The Associate will be part of a two year program working with a Senior Investor Relations professional. Responsibilities include: supporting the Investor Relations team with sales and relationship management activities, responding to investor data requests, assisting with preparation of annual meeting materials and...
About the Company Michael Page has partnered with a very prestigous and well-regarded Boston based hedge fund to find a tax attorney for their tax structuring group. In particular, this role will function as Associate Tax Counsel for our client. Job Description As associate tax counsel, you will be: advise on the tax treatment and tax consequences of various transactions working as a tax advisor a...
Associate Director/Director, Strategy and Business Development, Rare Disease - 33806 Description Genzyme has pioneered the development and delivery of transformative therapies for patients affected by rare and debilitating diseases for over 30 years. We accomplish our goals through world-class research, collaboration with the global patient community, and with the compassion and commitment of our...
Our client, a financial services company, is searching for a Client Operations Associate to join their team. The Client Operations Associate oversees the implementation of investment decisions, answers operationally driven questions and issues portfolio changes to the performance reporting group in a dynamic operating environment. Specific responsibilities of the Associate include, but are not lim...
Your job as a Wealth Strategy Associate is to support your team in the development of various wealth management plans and strategies (e.g., financial plans, investment plans, etc.). You build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm, with your knowledge of financial analysis and basic principl...
IM-Resource Team - Operations Associate Boston Financial Investment Management, LP (BFIM) is one of the largest multi-family investment managers of low-income housing in the U.S. The firm specializes in low-income housing tax credit (LIHTC) investment syndication and asset management. The company recently ranked #3 in the NMHC 50, the National Multi Housing Council’s annual authoritative ranking o...
Driven and self-starting Associate needed for a unique investment banking firm headquartered on Cape Cod. This position would operate remotely with a weekly meeting at the President’s Cape home office, two daily telephone calls with President as well as attending meetings with clients and prospects and participating in networking events. The Associate will be responsible for (1) prospecting for ne...
Our client, a successful investment management firm, is searching for a Portfolio Operations Associate to join their team. Responsibilities of this position will include the following: daily tracking of trading activity; interact with the funds' trustee regarding cash availability and funding requirements; time sensitive ad hoc responsibilities as various requests arise such as compliance and mana...
Founded in 1903, Gordon Brothers Group (www.gordonbrothers.com) is a global advisory, restructuring and investment firm specializing in the retail, consumer products, industrial and real estate sectors. Gordon Brothers Group maximizes value for both healthy and distressed companies by purchasing or selling all categories of assets, appraising assets, providing debt financing, making private equity...
Associate Director, Strategy and Business Development - 70048625-28267 Description Genzyme has pioneered the development and delivery of transformative therapies for patients affected by rare and debilitating diseases for over 30 years. We accomplish our goals through world-class research, collaboration with the global patient community, and with the compassion and commitment of our employees. Wit...
Client Service Associate - Retirement Plans - $50-60K Exciting new opportunity in an excellent Registered Investment Advisor west of Boston! The firm is seeking a junior individual to be responsible for managing accounts and meeting and exceeding client expectations. Responsibilities include client retention, customer service, fiduciary and plan consulting, plan level fund reviews, participant edu...
Payroll Associate One of Hollister's investment management Clients is looking for a smart payroll contractor with 4 years, industry specific, payroll experience. Candidates are expected to have a bachelors degree and have good systems experience. Certified Payroll Professionals are highly desired for this role, as are candidates with good knowledge of GAAP. Due to our Client's industry specific ne...
About the company This is a rare opportunity to work for our client, a prestigious Boston based Hedge Fund. Our client has an opening for an Tax Associate or Tax Senior. This is an excellent opportunity! Job Description preparation of tax work papers and calculations perform investment level tax adjustments review tax reporting documents coordinate various tax mailings Who we are looking for under...
About the Job Immediate opportunity to join one of the fastest growing wealth management and insurance practices in the country. In this role, you will support the advisor by ensuring that daily operations for all aspects of the practice run smoothly with minimal oversight. You will have direct interaction with our Investment Operations Specialist, Financial Analyst, Insurance Operations Specialis...
Provides direct client service support to internal and external clients, investment managers and central support teams to ensure timely and error free processing of and facilitate the resolution of problems related to complex events. Provides inquiry and operational support to internal and external clients on complex, high risk asset servicing functions. Performs operational tasks as necessary. Tr...
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Finance Career Tools
$33,400.00 - $187,000.00
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
Plans client relationship services by reviewing clients' financial situation, objectives, requirements, and preferences; building mock financial models regarding asset ownership structures, diversification strategies, asset allocations, and financial plans; preparing client presentations.
Establishes and maintains client portfolios by completing investment research and performance analytics; evaluating industry and company data; analyzing investment options; monitoring client portfolio performance; implementing changes in strategies and investments.
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