Investment associate jobs in Cambridge, Massachusetts - Page 2Create job alerts

Job Description Top Am Law 50 Law firm is seeking an experienced associate to join their Asset Management Group. Qualified candidates must have 2 – 5 years of legal experience working at a law firm, or in-house at an asset management firm. Candidates should have excellent verbal and written communication, interpersonal and client service skills and the ability to function well in a high-paced and deadline driven environment. Flexibility to work independently and as part of a team will also be important. J.D. degree from an accredited law school or equivalent is required.

Job Description Location Note: This a hybrid role for our Wakefield, MA office. The Purpose of Your Role: Do you want to work for a fun, growing organization where people truly make a difference? We are seeking a knowledgeable and proactive Senior Compliance Specialist, with a good base of industry, regulatory, and legal compliance knowledge. The successful candidate should have exceptional communication and interpersonal skill and a fundamental belief in the importance of using compliance to enable the business as well as protect it. We are looking for an individual who strives toward excellence in compliance. The Senior Compliance Specialist should be able to positively collaborate and build trust with internal stakeholders at various levels across the organization. They need to be organized, have the ability to critically think, and demonstrate a high attention to detail. The Senior Compliance Specialist will assist the Chief Compliance Officer in document management, compliance testing, internal controls, and risk management for the firm and its clients. What you'll bring to Sentinel: • Implements policies and procedures meant to ensure compliance with applicable laws, basic knowledge of the Investment Advisers Act, SEC rules and regulations., • Knowledge of, and ability to interpret and apply, insurance, broker/dealer and investment adviser regulatory requirements, • Possess a high level of professionalism, confidentiality, discretion and judgment, • Demonstrated solutions-oriented decision-making abilities, and successful experience applying reasonable judgement, • Conduct research on legal, regulatory and compliance issues as needed, • Providing meaningful recommendations on known gaps in compliance, with the aim of undertaking corrective actions with owners, • Reviewing compliance policies, procedures and related documentation as required., • Reviewing sales materials with knowledge of the SEC marketing rules., • Communicating compliance policies and guidelines to teams and employees., • Implements policies and procedures meant to ensure compliance with applicable laws, regulations, and standards, • Conducts initial reviews of alleged compliance violations and escalates to the Chief Compliance Officer, • Conducts periodic tests and audits of organizational operations., • Tracks and interprets laws or regulations impacting the business, and provides guidance to ensure compliance., • Identify gaps in documentation, or potential areas of non-compliance, and suggests resolutions., • Enhances and maintains investment advisory policies and procedures and disclosure, • Research new rules and regulations and implement appropriate policies and procedures, • Maintain an ongoing compliance education program and provide training, • Maintain a repository of forms, handbooks, policies or other documents that are needed to comply with applicable regulations. About you: We are looking for a detail-oriented individual who has the drive, determination, and skill-set to bring Sentinel’s risk management program to the next level. The financial services industry is forever changing and we want someone who is flexible and willing to embrace that change. What you need to have: Preferred qualifications: • BA/BS Degree, • 4-6 plus years relevant compliance experience gained within financial services industry., • High attention to detail, • Self-starter and highly organized individual, • Strong communication and interpersonal skills, • Proficiency with windows-based software, • Ability to work independently and meet deadlines in a fast-paced, changing environment, • Handles complex issues and problems and refers only the most complex issues to a higher-level staff. Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020. In 2021, 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage. At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: • PTO (vacation, sick, personal time bank) - Unlimited FTO after 2 years of service, • 12 Paid Holidays (10 stated and 2 floating holidays), • 2 Community Volunteer Days, • 5 Summer Half Days, • Medical, Dental, Vision, • Life Insurance, • LTD & STD, • Retirement Plan with 4% Employer Match Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Powered by JazzHR TFSl3Xy3al

Vice President Relationship Management The Role Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. In this role, the VP, Head of Relationship Management will partner with the broad management team to help enhance partnerships, shape the strategy, and develop a roadmap to continue to advance and evolve the business. You will provide leadership, coaching and training for a global team of Relationship Managers focused on driving deeper relationships, client loyalty, retention and business growth. Your leadership will help Fidelity Digital Assets® organically grow our business and increase share of wallet, shape the future of our organization, and build strategies to ensure our Clients and Associates are successful. The Expertise and Skills You Bring • Proven professional success in building and leading an institutional relationship management team and driving sales growth at a bank, broker-dealer or other financial or digital asset institution with a preference for technology-led services., • A minimum of 15 years of relevant financial services experience, global experience is a plus Passion, curiosity, and expertise knowledge of the Digital Assets ecosystem, • 5+ years people management experience that maximizes geographically disperse team performance and development, ideally in a financial operations setting, • Ability to engage with Institutional Client executives to ensure strategic alignment and deliver solutions that will drive maximum relationship value, • Experience with oversight and supervision of complex operational processes, • Proven ability to successfully build and manage relationships with demanding and complex clients, and essential internal and external business partners, • Proven leadership skills, particular on teams in face-paced, collaborative environments, • Expertise and experience leading in the Digital Assets space, • Relationship management, listening, questioning and superior communication, • Ability to work in ambiguity and set tone and pace for peers and team, • Proven risk-management and problem resolution skills, • Ability to recognize process inefficiency and recommend improvement opportunity., • You will work to deepen Client retention and engagement, • Driving revenue by gaining additional share of wallet, • Supporting Strategic Clients and client retention, • Helping shape and advance our global relationship management strategy, • Developing associates to grow in current role and toward future opportunities., • Connecting the team and each associate to the broader organization and driving collaboration, • Using sound judgement and being a steady hand at the wheel through change The Team The Relationship Management function operates in partnership with broader Fidelity Digital Assets® priorities. Our business is developing best in class products, services and platform capabilities for our institutional clients. As the digital assets asset class and regulatory landscape matures we are developing and shaping a business that defines the standard across both traditional finance and crypto natives cultures. You’ll work alongside product, strategy, marketing, business developing and technology to help bring this vision to life. Relationship Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66), • Bachelor’s preferred, • 1-2 years financial services/fixed Income experience would be highly beneficial, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $50,000.00 - $55,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description You could work anywhere. Why us? * Join a pre-IPO startup with capital, traction and runway ($240M funded | 60X revenue growth in 5 years | $2T market size) * Partner with our VP of BizOps & Analytics, Armando La Rocca (ex-BCG, Better) * Disrupt a massive market and take us to a $10B business in the next few years * Be immersed in a talent-dense environment and greatly accelerate your career growth About the opportunity: Jerry is looking for a Senior Associate, Business Operations to join our growing team! We hit a huge milestone in early 2024 by achieving profitability and have ambitious goals for the next few years — scale from 5M to 50M customers and become a $10B business. As a Senior Associate, Business Operations, you will play a key role in championing data-driven decisions across the company’s most critical business initiatives (including carrier growth and development, building new products from 0-1, etc.). As part of the business operations & analytics team, you will leverage advanced machine learning models to conduct in-depth analyses and extract insights that will shape our growth strategies. Jerry is building the first super app to make car ownership affordable and accessible – insurance, buy/sell, registration, loans, safety, repairs, parking, etc – a $2T market in the U.S. We started with insurance in 2019, and since then we’ve launched loan refinancing, driving insights, repair marketplace, car diagnostics, and a GenAI-powered chatbot & voicebot. We have amassed over 5M customers, raised $240MM in funding, scaled our revenue 60X and our team to 225 across 6 countries. Here's what an ex-McKinsey teammate has to say about joining Jerry: "I’ve really enjoyed working at Jerry because it’s allowed me to flex the strategy muscles I built at McKinsey while also getting much closer to implementation. Unlike traditional consulting, I’m not just handing off a recommendation — I actually get to own the metrics, design A/B tests, and see how our strategies play out in the real world. Jerry has a deeply data-driven culture. We A/B test everything, and there’s been a big investment in data infrastructure — from clean, well-structured data to a strong data engineering team that supports real decision-making. As a result, the data and BizOps team is seen as a core strategic partner within the company. Another thing I’ve appreciated is the team itself. A lot of people here come from MBB, so I’ve still got the energy, sharp thinking, and high bar that I had at McKinsey — but now I also get to build, test, and iterate on the strategies I help develop. It’s a great mix of ownership, rigor, and impact." How you will make an impact: * Partner with marketing, product, and business development teams to integrate customer performance insights into user and partner acquisition strategies * Lead the design, execution, and analysis of A/B experiments on new and existing features, extracting key insights to inform product and business strategies * Define, understand, and test levers to drive profitable and scalable user acquisition and partnership growth * Identify opportunities to automate manual processes and optimize operational efficiency Preferred experience: * Bachelor’s degree in a quantitatively or intellectually rigorous discipline * 2+ years of management consulting experience from a top firm (McKinsey, Bain, and Boston Consulting Group preferred) OR relevant experience in business analysis/operations * High level of comfort with SQL and/or running complex data analysis Who you are: * You have a framework for problem solving and live by first principles * You are comfortable communicating with audiences varying from front-line employees to the company’s C-suite * You set a very high bar for yourself and for your team, and you are constantly pushing that bar higher in the pursuit of excellence While we appreciate your interest and application, only applicants under consideration will be contacted. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at The successful candidate’s starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai: Jerry.ai is America’s first and only super app to radically simplify car ownership. We are redefining how people manage owning a car, one of their most expensive and time-consuming assets. Backed by artificial intelligence and machine learning, Jerry.ai simplifies and automates owning and maintaining a car while providing personalized services for all car owners' needs. We spend every day innovating and improving our AI-powered app to provide the best possible experience for our customers. From car insurance and financing to maintenance and safety, Jerry.ai does it all. We are the #1 rated and most downloaded app in our category with a 4.7 star rating in the App Store. We have more than 5 million customers — and we’re just getting started. Jerry.ai was founded in 2017 by serial entrepreneurs and has raised more than $240 million in financing. Join our team and work with passionate, curious and egoless people who love solving real-world problems. Help us build a revolutionary product that’s disrupting a massive market. Compensation Range: $130K - $160K

PRIVATE EQUITY ASSOCIATE ATTORNEY.PRIVATE INVESTMENT FUNDS GROUP.Locations: Boston, MA | New York, NY | San Francisco, CA.This is an exciting opportunity to work on complex and private investment transactions for elite private equity sponsors, direct lenders, and financial institutions across a wide

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Free food & snacks, • Health insurance, • Home office stipend The work of the Ruderman Family Foundation reflects our core values of social justice, innovation, collaboration, and agility. We seek to publicize broadly what we do in our programs and how we do it, in order to inspire full inclusion and to encourage strategic philanthropy. The Foundation is deeply involved in advocacy and speaks out publicly against injustices, which is why we are cited and mentioned in nation-wide media outlets on a weekly basis. Furthermore, our Ruderman White Papers are on the forefront of bringing previously undiscussed issues to the national conversation and to the public consciousness. The Foundation maintains close working relationships with its program partners and grantees. Unlike some other foundations, it does not accept unsolicited applications for support. The Foundation issues an invitation to partner only after a thorough analysis indicates shared vision, innovation, organizational strength, and a willingness to closely collaborate. It seeks out other major funders with which to partner and promotes broad information sharing about successes in its mission. Foundation staff are very involved in program development and remain very involved in major programs funded over multiple years. Single-year and pilot programs are also thoroughly monitored. Job Description ROLE AND RESPONSIBILITIES The Ruderman Family Foundation is seeking a dynamic, experienced, and mission-driven Program Associate to help advance the Foundations impactful work. This role offers a unique opportunity to build on the Foundations strong legacy while contributing to the growth and innovation of its programmatic and grantmaking efforts. Reporting directly to the Deputy Director, the Program Associate will play a key role in supporting strategic initiatives, managing partnerships, and ensuring the effective implementation of programs aligned with the Foundations vision for social change. Executive & Administrative Support Provide high-level administrative support to the Foundations Trustee and Community Liaison, including complex calendar management, scheduling, and meeting logistics. Prepare comprehensive briefing materials, agendas, reports, presentations, and detailed follow-up notes for internal and external engagements. Coordinate domestic and international travel arrangements, process reimbursements, and track expenses with accuracy and discretion. Serve as a trusted liaison between the Trustee and a wide range of internal and external stakeholders, ensuring timely and professional communication. Draft, proofread, and edit sensitive correspondence and executive-level documents on behalf of leadership. Program Development & Management Collaborate with directors and staff to design, implement, and evaluate innovative, high-impact programs and grantmaking initiatives aligned with the Foundations mission. Support the development of inclusive, educational, and community-based programs delivered at a fast pace and high standard. Oversee the coordination of program activities and grant cycles, ensuring timely planning, execution, and evaluation. Select and manage consultants, community leaders, and other professionals to support program goals; monitor performance and provide feedback. Track and assess the progress and impact of Foundation awardees, identifying opportunities for continued investment and engagement. Stakeholder Engagement & Outreach Coordinate logistics and materials for public events, community forums, and stakeholder meetings. Engage with national and international partners to promote inclusion and advance the Foundations strategic priorities. Facilitate direct and indirect communication with key service populations to gather feedback and inform program development. Represent the Foundation at conferences, association meetings, and community events, serving as an ambassador for its mission and values. Budgeting & Reporting Draft and manage program budgets in collaboration with the Business Manager, ensuring alignment with financial goals and compliance standards. Prepare progress reports, impact summaries, and other documentation to support internal learning and external reporting. Apply the Foundations investment philosophy consistently across candidate organizations, with a focus on continuous improvement and measurable impact. Communications & Collaboration Work closely with the communications team to develop content for newsletters, brochures, and the Foundations website. Contribute to the Foundations learning culture by sharing insights, participating in team discussions, and supporting cross-functional collaboration. Uphold the Foundations values and represent the organization with professionalism and integrity in all interactions. QUALIFICATIONS AND EDUCATION REQUIREMENTS Bachelors degree required; advanced degree preferred. Minimum of 4 years of experience in the philanthropic sector, with a strong understanding of nonprofit operations and grantmaking processes. 23 years of project management experience, including planning, execution, and evaluation of initiatives. Proven commitment to advancing social change. Skilled in designing and delivering educational programs and training sessions for diverse audiences. Exceptional research and writing abilities, including the development of reports, proposals, and strategic communications. Experience in budget development, financial tracking, and fiscal oversight. Proficient in planning and executing both virtual and in-person events, including logistics, outreach, and follow-up. Strong executive-level administrative support experience, including calendar management, meeting preparation, and confidential correspondence. PREFERRED SKILLS Ability to lead and advance a team of professionals with a positive attitude. Strong oral and written communication skills. Experience developing, building, and coordinating national and/or international programs. Experience working with philanthropic organizations and familiarity with Jewish Family giving initiatives. Ability to work in a family, small office environment. Self-starter with ability to keep on task to meet program deadlines. Social media and website management. Experienced in developing marketing materials. PERSONAL TRAITS Demonstrates loyalty, honesty, adaptability, and integrity in all professional interactions. Exercises sound judgment and discretion, particularly when handling sensitive or confidential matters. Communicates openly and respectfully across all levels of the organization. Brings a strong sense of practicality and common sense to problem-solving and decision-making. Naturally charismatic and personable, with the ability to build positive relationships and represent the organization with warmth and professionalism. BENEFITS Benefits include employer subsidized healthcare, HSA plan, vision plan, and dental plan; short- and long-term disability insurance, life insurance, 403(b) retirement plan with employer match; paid time off including most Jewish Holidays in addition to Federal holidays; and professional development opportunities. Flexible work from home options available.

Job Description PRIVATE EQUITY ASSOCIATE ATTORNEY PRIVATE INVESTMENT FUNDS GROUP Locations: Boston, MA | New York, NY | San Francisco, CA HYBRID Our client, a premier AmLaw 50 firm, is seeking a driven Associate Attorney to join its high-performing Private Investment Funds (PIF) Group, within the Private Equity Practice. This is an exciting opportunity to work on complex and private investment transactions for elite private equity sponsors, direct lenders, and financial institutions across a wide range of industries and deal structures. Candidate Profile JD from a top-tier law school with an excellent academic record Active Bar Admission in the relevant jurisdiction, in good standing, or eligibility to obtain admission promptly 2+ years of substantive experience in fund formation transactions with private investment funds, focusing on the private equity, real estate, and/or tech industries Skilled in private placements under the 1933 Act, managing unregistered funds under the Investment Company Act, and familiar with the Investment Advisers Act Strong proficiency in drafting and negotiating fund formation documents and operational agreements, ensuring compliance with applicable laws and regulations Demonstrated experience negotiating with fund investors and handling fund operational matters Prior experience at an AmLaw 100 or similarly sophisticated firm required Soft Skills: Excellent communication, organizational, and analytical abilities; experience managing complex workstreams and coordinating with multiple stakeholders; proven ability to thrive in a fast-paced, high-performance environment Key Responsibilities Represent private equity, hedge, private credit, real estate, hybrid, and other types of funds employing alternative investment strategies Advise fund manager clients on the structuring, formation, and operation of private investment funds Draft and manage fund documents, including negotiation with institutional and high-net-worth investors on fund terms and related agreements Collaborate closely with partners, associates, and clients to deliver strategic legal and business solutions Provide ongoing counsel on fund governance, regulatory issues, and operational matters Collaborate with colleagues across the firm's private equity, M&A, tax, and restructuring teams to deliver comprehensive transactional support Serve as a key contributor throughout all stages of transactions Why Join Us? This role offers a rare opportunity to join a high-performing PIF team operating within one of the nation's most sophisticated Private Equity practices at a globally recognized firm. You will gain unparalleled exposure to market-leading fund formations across multiple industries. The firm's elite platform, deep bench of top-tier practitioner

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire), • 5+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $60,000.00 - $65,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Role Description The Registered Client Associate is a forward facing member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is an integral part of the client/financial professional relationship as well as a valuable partner in the success of the branch. This position exemplifies Moors & Cabot’s core values of Integrity, Service is Personal, One Team, Communication and Initiative by communicating with clients, providing a personalized experience, and problem solving. By facilitating these interactions and being an active, collaborative, and engaged employee, this role provides room for growth, career development, and advancement opportunities. This in-office full-time role reports to the Branch Manager with additional feedback gathered from the assigned Financial Professionals (FPs). Working hours are Monday - Friday 8:30 AM to 5:00 PM EST. Role Responsibilities Client/Financial Professional Team Duties (70%) * Directly communicate with clients to service their account requests or concerns via phone, email, or other mediums * Plan and arrange client meetings * Document and execute money moves - trades, deposits, ACH, wires, withdrawals, rollovers, etc. * Complete data entry for MoneyguidePro plans and assist with Riskalyze questionnaire completion * Assist with new account openings and maintain contact with new clients to verify account information, beneficiary designation, address changes, etc. * Assist with new financial professional transition when assigned * Service advisory accounts, as applicable * Maintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they arise * Compliance, Operations, IT, Strategic Initiatives, Training Center, etc. * Research client portfolios as assigned and as experience is gained remain knowledgeable about financial markets * Determining client needs through service to initiate opportunities for Financial Professionals * Maintain open communication with assigned FPs to discuss financial opportunities and develop client financial plans as directed * Collaborate with Marketing to assist with financial professional marketing strategies and initiatives * Contribute to Client Associate RingCentral chat to share knowledge with others * Assist with other branch coverage when needed * Adhere to and keep up to date on Compliance and firm policies and participate in firm sponsored training * Ensure and maintain good standing with all FINRA/SEC rules and regulations including licensure and continuing education requirements, if applicable Office Administrative (20%) * Maintain and organize client files including documentation of client interactions within Redtail CRM * Utilize DocuSign and DocuPace for form signature, distribution, and documentation * If the branch does not have a designated mail clerk, collect, distribute, and send branch mail * Contribute to the upkeep and image of the branch brand * Greet clients, stock kitchens, maintain cleanliness, etc. * May be asked to help facilitate firm wide initiatives or events at local branch * Provide administrative support to assigned Financial Professional(s) and Branch Manager as needed * Other duties as assigned Other (10%) * Take initiative in career growth by enrolling in Google Classroom courses and provided development opportunities * Compile monthly reports for assigned client/financial professional teams * Submit monthly expense reports to provide accurate P&L data * Be an active culture carrier within teams and contribute to a positive team morale Key Measurements * Ability to integrate into Financial Professional(s)’ business and build rapport with clients * Accomplishment of annual organizational, team and personal goals as communicated by management * Revenue growth for the Financial Professional(s)’ business as well as overall growth for the firm * Activity volume measured from communications, workflow items, adoption of new tools and professional development courses Minimum Requirements * 3-7 years of relevant experience * Associate Degree in Business, Finance, or related field * Series 7 and 66 (63/65) licensed * Confident in using Microsoft Office Suite and Google Suite * Competent using Concur, RBC, AOS, RedOak, Wealthbox * Comfortable taking initiative and being part of a team * Ability to sit for long periods of time and lift at least 10 pounds * Competent in the following Knowledge, Skills, and Abilities: * Customer Service * Math * Clerical Work * Reading, Writing, and Oral Expression * Active Listening * Critical Thinking * Social Perceptiveness * Coordination * Time Management * Deductive and Inductive Reasoning * Empathy * Selective Attention * Time Sharing * Memorization * Initiative * Persuasion * Negotiation Preferred Requirements * Bachelor’s Degree in Business, Finance, or related field Compensation and Benefits * Salary commensurate with experience * Total Rewards Benefits Package: * Medical, Dental & Vision * Short Term Disability, Long Term Disability, Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents * 401k plans with yearly match * Flexible spending accounts * Identity Theft Protection insurance * Critical Illness and Accident insurance plans * PTO: vacation, personal days, sick time, and volunteerism day to encourage community involvement About Us Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services. The firm has participated in the retail sale of stocks and bonds to individuals and the institutional sale of stocks and bonds to most of Boston's money management firms. In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools such as cash management accounts, retirement planning, mutual funds, annuities and other insurance products. Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We utilize the Department of Homeland Security’s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS.

Job Description Top AmLaw 100 national law firm seeks an associate to join their Venture Capital and Emerging Growth Practice Group in their Kansas City or Boston office. Associate candidates should have a minimum of 1+ years of experience, and additional candidates should have a minimum of 3+ years of solid experience, in each case, in one or more of the following practice areas: mergers and acquisitions, venture and other financings, corporate governance, joint venture, private equity, capital markets and/or other complex commercial transactions. Exposure to emerging growth companies and venture capital is a plus but not a requirement. Interested candidates must possess a high level of academic achievement, solid law firm experience, and superb problem-solving, writing, and communication skills. The associates will focus on private company and investment fund representation, including venture capital financings, general corporate matters, and exit transactions (as applicable), and will be given a significant opportunity to work directly with clients.

Position Title: Associate, Asset Management Location: Boston Reports to: Head of Asset Management Company Overview: Cottonwood Group is a private equity real estate investment firm with offices in Los Angeles, Boston, and New York. Since its founding in 2012, Cottonwood has served as a trusted investment partner to global institutions, foundations, pension funds, and family offices. The firm operates a multi-strategy platform focused on North American real estate, with the majority of activity concentrated in the United States. Cottonwood’s flexible mandate enables it to act as a lender, investor, operator, and sponsor, allowing for tailored capital solutions and strategic alignment with partners. To date, Cottonwood has invested, transacted, and advised on over $7 billion of U.S. real estate through a range of capital vehicles, including pooled funds, separate accounts, public and private investment platforms, and entities in which Cottonwood maintains control or governance rights. Position Overview: We are seeking a highly analytical and detail-oriented Associate to join our Asset Management team. You will be an integral member of the Asset Management team, responsible for monitoring and enhancing the performance of the firm’s real estate portfolio. This role involves deep financial analysis, proactive management of existing assets, and collaboration across internal and external stakeholders to drive value creation and operational success. Key Responsibilities: • Maintain detailed and dynamic financial models and cash flows in Excel and Argus for existing portfolio assets to support operational decisions., • Analyze and model net effective rents, cash flows, operating assumptions, and financial statements to enhance business plan execution for residential assets., • Review and monitor governing documents, including partnership agreements, loan agreements, leases, or other legal documents., • Provide asset management support including project level communication with GPs., • Review due diligence documentation as part of transaction due diligence and transition process., • Prepare Investment Committee memos as well as quarterly and annual reporting evaluating asset performance., • Proactively monitor local markets trends and generate new reporting as necessary to contribute to strategy discussions based on current and emerging risks., • Assist in the execution of project-level objectives to enhance NOI and increase asset value through operational improvements and strategic capital programming., • Apply qualitative and quantitative analysis to optimize leasing, repositioning projects, and property management., • Ensure organized and timely communication between internal and external providers (e.g., joint venture partners, brokers, vendors, tenants, and outside counsel) on an array of ad hoc projects., • Review property-level financials, capital calls, and loan draws in conjunction with internal deal teams., • Other projects as required or assigned. Qualifications: • Bachelor’s Degree in Business Administration, Real Estate, Economics, Finance, or related focus of study preferred., • 4-5 years of institutional real estate or asset management experience required. Experience with CRE & multi-family assets preferred., • Self-starter with the ability to manage multiple priorities in a fast-paced, entrepreneurial environment., • Demonstrated problem-solving capabilities; ability to think critically and creatively., • Strong accounting and financial modeling expertise (Excel proficiency required)., • High level of judgment, risk assessment, and strategic thinking., • Strong written and oral communication skills, ability to articulate complex concepts in clear concise and professional manner, • Highly organized with meticulous attention to detail; dedicated to excellence in work product and delivery., • Team-oriented mindset with a collaborative approach. More about you: You are passionate about real estate and excited to join a performance-driven, growth-oriented firm. You bring strong analytical capabilities, attention to detail, and an owner’s mindset to every asset you touch. You have experience working across asset classes, with a focus on driving value through operations, leasing, capital programming, and financial performance. You’re comfortable navigating financial models, interpreting legal and financial documents, and distilling data into actionable insights. You are solutions-oriented, resourceful, and thrive in fast-moving environments where priorities shift and every day is different. You communicate clearly and confidently, and you’re skilled at managing relationships with internal teams, joint venture partners, and third-party stakeholders. Why Join our Team? • Be part of a firm that has consistently grown throughout market cycles, institutional investment grade while maintaining its nimble and entrepreneurial culture., • Collaborative, respectful, supportive, and entrepreneurial culture., • Beautiful office in Downtown Los Angeles/Boston, both with access to great restaurants and food trucks., • Hybrid schedule that supports a healthy work-life balance with generous time off., • Passion to provide opportunity for growth., • Attractive and competitive compensation package., • Rich benefit plans including affordable medical, dental, and vision coverage and 401K with up to 4% match., • Company paid Long Term Disability and Life Insurance. Compensation: Starting at $120,000/year plus bonus • Cottonwood is an equal opportunity employer which takes pride in diversification and providing an environment where all team members can thrive. We do not unlawfully discriminate on the basis of any status or condition protected by applicable federal or state law.

Job DescriptionPosition Title: Registered Funds Associate – Asset Management Group Location: New York, Boston Salary Range: $225,000 - $445,000 About the Opportunity Provides counsel on registered investment companies (mutual funds, ETFs, closed-end funds, interval funds, tender offer funds, BDCs) and investment advisers. Responsibilities include fund formation, compliance, drafting documents, regulatory interactions, product advice, and mentoring junior attorneys. REQUIREMENTS: • 3–6 years Registered Funds legal experience, • Strong knowledge of securities laws and regulations

Job DescriptionSalary: About G2 G2 Capital Advisors () is a multi-product, sector-focused investment bank and financial advisory firm. Founded on the belief that middle-market advisory firms can do more, G2 partners with clients to navigate opportunities for growth, address operational or financial challenges, and execute complex capital markets transactions. What sets us apart? Were not your typical investment bank or restructuring advisory firm. Our team brings together a balanced mix of operational insight, executive leadership, investment acumen, and financial advisory expertise. This diverse experience allows us to deliver tailored solutions that align with our clients strategic and financial goals, ensuring a well-rounded and impactful partnership. At G2, we thrive on collaboration, innovation and impact. We seek entrepreneurial, driven and intellectually curious individuals to join us in delivering exceptional outcomes for our clients. About the Role As an Associate on our Insolvency & Fiduciary Services team, you will play a critical role in helping clients and their stakeholders preserve value of assets, maximize recovery, and minimize risk during complex wind-downs and other corporate restructuring and workout engagements. Collaborating with internal teams and external partners, you will manage key workstreams, deliver client-ready deliverables, and solve complex and time-sensitive problems. This dynamic role offers opportunities for professional development and impact, evolving alongside the needs of our clients and business. Location: Boston, MA office location Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 4 days required in the office. These in-office requirements may be adjusted based on the needs of the business. What youll do • Deftly navigate day-to-day ambiguity of distress situations, while working toward the overall goal of preserving value, maximizing economic recovery, and reducing risk, • Execute a wide range of operational, accounting, and strategic tasks and proactively manage associated deadlines, • Proactively manage the efforts of vendors, external professionals, consultants, and internal G2 resources, establishing clear expectations and holding people accountable for fulfilling their scope of work within a reasonable timeframe, • Communicate efficiently with a variety of internal and external parties, delivering messaging in both live and written forms, that may be either routine or unwelcome, with or without senior colleagues guidance, • Assist with M&A process execution and management, including creation of market map and teaser materials, organization of data room, outreach and follow up, NDA processing and other tasks as needed, • Proactively & efficiently problem solve in complex & time-sensitive work situations, • Build client-ready final work product including cash flow projections, PPT presentations, M&A process update reports, and other required deliverables, • Demonstrate ability to own, understand, and interpret financial models & operating plans, • Execute specific restructuring workstreams such as Salesforce reorganization, cash management, asset sale processes, etc., • Develop G2s junior resources through mentorship and training, • Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most, • Provide timely, concise updates to internal teams and clients, ensuring alignment and smooth coordination on every deal, • Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track, • The responsibilities of this role will evolve with business needs, giving you the opportunity to grow and develop along with us What We Look For • 3+ years of experience in restructuring, consulting, private equity, private credit, commercial banking, investment banking, or accounting environments., • Familiarity with turnaround or restructuring services preferred, • Flexibility and adaptability across a range of functions and tasks that might be qualitative, quantitative, strategic, or administrative at any given moment, • Deep knowledge of Microsoft Office especially Excel and PPT, • A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions, • A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed, • An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results, • A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams, • A track record of acting with integrity, consistently choosing to do whats right-even when its difficult or unnoticed, • Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders, • Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients What we offer • Catered lunch 3 days a week, • Generous performance bonus program, • Comprehensive healthcare, • Unlimited vacation, • 401K match, • Professional development opportunities, • Quarterly peer-recognition awards, • Team events & outings, • Branded swag, • Referral bonus What we value While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here. G2 is unable tooffer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration. All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.

Job Description Am Law top 100 firm which is popular for its high-profile financial services is seeking a highly qualified associate to join their Financial Services group. The ideal candidate must have 3-6 years of experience working with registered investment companies. Knowledge of the Investment Company Act and Investment Advisers Act required. Experience with exchange-traded funds, variable insurance products, business development companies, investment advisers, and/or commodities work is a plus. Large law firm, in-house or regulatory agency experience preferred

Job Description GBFB is being represented by Byala Search LLC in the search for this role. To learn more about the position or to apply please go to Job Title: Assistant Vice President of Advancement Operations and Planning FLSA Classification: Exempt Reports to: Chief Advancement Officer Travel Required: Yes Position Summary The Assistant Vice President of Advancement Operations and Planning (AVP AOP) at The Greater Boston Food Bank (GBFB) provides proactive leadership and planning across the key functions that support fundraising and engagement at GBFB, including donor relations and stewardship, advancement data systems and reporting, prospect management and research, gift processing, and multi-year planning and performance metrics. The AVP plays a critical role in advancing GBFB’s mission to End Hunger Here by evolving the planning, processes, and capabilities of advancement operations to enable expanded digital fundraising, strengthened donor engagement and stewardship, and increased philanthropic support. The AVP AOP reports to the Chief Advancement Officer and is a member of the Advancement Senior Management Group along with the Senior Vice President of Philanthropic Partnerships, the Vice President of External Affairs, and the Assistant Vice President of Annual and Digital Giving. Across GBFB, the AVP AOP serves as Advancement’s liaison to Finance, Human Resources, Enterprise Technology Strategy and Services, and Business and Data Analytics; fostering collaboration across these areas and ensuring that shared business objectives and processes are mutually supported and delivered across GBFB. Primary Roles & Responsibilities Team Leadership and Collaboration • Lead a team of eight including five in Operations and three in Donor Relations (7.5 FTE total), • Manage direct reports in Advancement Operations and Systems and Donor Relations; provide leadership, mentorship, and professional guidance., • Working closely with the Director of Advancement Operations and Systems and the Director of Donor Relations, oversee the planning and execution of GBFB’s investment in ongoing improvements to advancement data and systems., • Develop and implement a best-in class reporting framework to support Advancement planning and decision-making, and to provide executive and governance leaders with timely reports on Advancement performance metrics., • Serve as the point person for leadership-level reporting and analysis needs, managing both recurring and one-time reports that inform progress and decision-making., • Guide the establishment of a comprehensive donor recognition and stewardship program, working with the Director of Donor Relations, Manager of Donor Relations, and Development Associate for Donor Relations and Special Events (shared reporting line with Special Events)., • Facilitate the intersection of Advancement and Finance processes, systems, and standards to guide gift processing practices., • Work closely with Advancement Operations leadership and team members to evolve gift processing capabilities to support growth and performance standards., • Oversee related external partnerships and vendors including lockbox and Salesforce enhancements., • In partnership with the Assistant Vice President of Annual and Digital Giving, oversee the execution of gift and data processing related to direct response; and in partnership with the Senior Vice President of Philanthropic Partnerships, gift processing related to event sponsorships and in-kind donations., • In partnership with the Controller, develop systems and processes to ensure Advancement CRM (Salesforce) and Finance business management tools (NetSuite) share donor and financial information and meet common and functionally specific standards., • In partnership with the Senior Vice President of Philanthropic Partnerships, guide and support the implementation of the Moves Management process including through data quality, management reports, and research on leading donors., • Lead and manage Advancement budget planning and reforecasting including planning department budgets and performance forecasting and reforecasting., • Support the Advancement-wide annual goal setting process, including identifying performance metrics across key fundraising programs and supporting the reporting to track performance over time., • Support planning for fundraising initiatives and campaigns, bringing best practices in prospect analysis and modeling., • Serve as the point of contact for the Advancement business strategic plans including biannual monitoring and reporting out of plans, analysis of progress against plans, and regular reporting to the Advancement Committee of the Board of Directors., • Directly manage the distribution of quarterly Advancement performance reports to the Board of Directors, Board of Advisors, and Advancement Committee., • 15 years of experience in advancement strategy, planning and operations, with a preference for experience in organizations with complex revenue streams and significant philanthropic support. 5+ years of leadership experience in this context., • Experience with, and working knowledge of, all advancement functions, including fundraising, external affairs, communications, grant administration, and broader philanthropic trends., • Demonstrated experience supervising, managing, and motivating team members; experience hiring and developing advancement operations staff; experience managing proactively to ensure smooth team operations and effective collaboration across the organization., • Proven ability to work in a in complex organizational setting and team-oriented environment as a strong team leader demonstrating skills including coaching, mentoring, team building, collaboration, and conflict management., • Experience building and fostering collaborative relationships across the organization and between key business functions., • Experience leading and managing advancement operations and reporting in a Salesforce environment is preferred., • Experience in data driven decision-making, project management, and resource planning and budgeting., • Experience with resource planning and resource management, with input from a variety of angles, including donor, department and organization., • Bachelor’s Degree required. Graduate degree preferred., • Excellent communication, interpersonal, and relationship-building skills; excellence in written and verbal communications., • Excellent organizational skills, strong prioritization skills and attention to detail., • Sensitivity, tact, diplomacy, and experience in handling confidential information., • Strong proficiency in digital media, social media and Microsoft Office suite., • Ability to work in an office environment., • Ability to sit for up to 3 hours at a time., • Ability to lift up to 25 pounds with or without assistance., • Ability the use of hands for simple grasping and fine manipulations. GBFB provides equal employment opportunities to all Team Members and applicants for employment without regard to race, creed, color, religion, national origin, citizenship status, gender, sexual orientation, marital status, age, disability, handicap, genetic information, protected veteran status or any other characteristic protected by applicable federal, state, and local laws. This applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, and training. No Team Member or applicant will be subjected to harassment, intimidation, threats, coercion or discrimination because they have engaged in or may engage in any of the following: (1) filing a complaint of employment discrimination; (2) assisting or participating in an investigation, compliance review, hearing, or any other activity related to the administration of any federal, state or local law requiring equal opportunity; (3) opposing any act or practice made unlawful by any federal, state or local law requiring equal opportunity; or (4) exercising any other right protected by any federal, state or local law requiring equal opportunity. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. GBFB is considered an essential response organization in times of disaster. As such, Team Members are expected to report to GBFB locations as required, after securing the safety of their families, and may be asked to perform duties that are critical (but outside of their regularly assigned duties) in times of disaster.

Job Description VP/DIRECTOR OF ASSET/PROPERTY MANAGEMENT Our client is currently seeking a VP/Director of Asset/Property Management to oversee a portfolio of multifamily assets. The role offers autonomy within a collaborative environment, supported by an analyst/associate. The ideal candidate should possess qualitative and quantitative skills and strong analytical, communication, and critical thinking abilities. WHAT YOU'LL DO • Manage a portfolio of institutional-quality multifamily properties across various markets by commingled funds and separate account clients., • Develop and execute strategic business plans and appraisal projections for core, value-add, and development properties., • Oversee property management teams and conduct site visits and market tours., • Provide input on potential acquisitions and assist in the disposition process., • Collaborate with joint venture partners and other stakeholders, including managing development assets and mixed-use leasing opportunities., • Work with venture partners, JV docs, and portfolio strategy., • Review draw requests, oversee development assets through lease-up and stabilization., • Work closely with the multifamily team and asset managers across offices., • Lead and develop a team of analysts and associates. WHY YOU MATTER, • Create and implement business plans that align with the investment goals., • Analyzing market trends, identifying opportunities for value enhancement, and making informed decisions to maximize returns., • Deep understanding of financial analysis, including budgeting, forecasting, and performance reporting., • Adept at controlling expenses, optimizing revenue streams, and maximizing the property's net operating income (NOI)., • Accurately assess the financial health of the asset and identify areas for improvement., • Anticipate potential challenges and take proactive measures to mitigate risks., • Informed about market conditions, regulatory changes, and industry best practices., • Identify and implement strategies to increase the property's value, such as renovations, upgrades, and improved amenities., • Focus on enhancing the tenant experience to improve occupancy rates and resident retention. WHAT IT TAKES, • 8-10+ years of direct experience in real estate, specifically in multifamily asset management., • BA of BS in Finance, Accounting, or Economics - mandatory., • Development deal management experience., • Proficiency in multifamily property software like AppFolio, Entrata, RealPage, Rent Manager, Yardi Voyager., • Proficiency in Microsoft Excel, PowerPoint, Word, Outlook, and Adobe Acrobat., • Strong critical thinking, analytical, writing, verbal communication, and negotiation skills., • Excellent organizational skills with attention to detail and the ability to manage multiple projects., • Ability to work both independently and within a team., • Excel in client, joint venture partners, construction consultants, brokers, lead, and risk professional communication., • Strong interpersonal and client communication skills.

Job DescriptionRepurchasing Trading Associate We are seeking a Repurchasing Trading Associate to join a fast-paced, collaborative trading team within a leading hedge fund. This is a highly visible role supporting daily fixed income financing, cash management, and repo trading operations while also helping automate and streamline processes across the treasury platform. The ideal candidate will have prior experience in a financial services environment, such as asset management, investment banking, or a broker-dealer, combined with strong analytical and VBA or Python skills. This is an excellent opportunity to get your foot in the door at a well-known hedge fund. Pay: $90,000–$110,000 (depending on experience) + bonus + comprehensive benefits Key Responsibilities: • Develop and enhance automation tools using VBA or Python to streamline data, reporting, and reconciliation processes, • Identify, execute, and manage repo trades across fixed income product groups to optimize firm liquidity, • Forecast and manage daily cash needs, ensuring adequate target balances are maintained, • Manage and foster strong relationships with Broker/Dealer community, • Monitor counterparty exposure and funding market conditionsRequired Qualifications:, • Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field, • 2–4 years of experience within a financial institution (asset manager, hedge fund, broker-dealer, or bank), • Exposure to fixed income products (e.g., treasuries, repo, money markets, or collateralized lending), • Demonstrated proficiency in Excel and VBA or Python in a professional work setting, • Proven ability to manage time-sensitive deliverables in a dynamic environmentCompany DescriptionSince 1996, ProPivotal has been committed to excellence in staffing services. ProPivotal is one of Massachusetts’ largest staffing firms. It is our pleasure to provide service to many of the area’s most desirable employers and fulfill their staffing needs throughout the world. While we have the deep resources which allow us to manage large staffing programs, we also have a structure which allows us to get to know each job seeker individually, and a culture which drives us to match candidates with jobs they love. We are big enough to serve you and small enough to know you. ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.Since 1996, ProPivotal has been committed to excellence in staffing services. ProPivotal is one of Massachusetts’ largest staffing firms. It is our pleasure to provide service to many of the area’s most desirable employers and fulfill their staffing needs throughout the world. While we have the deep resources which allow us to manage large staffing programs, we also have a structure which allows us to get to know each job seeker individually, and a culture which drives us to match candidates with jobs they love. We are big enough to serve you and small enough to know you.\r\n\r\nProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank's Investment Committee. Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base. Attend internal and external meeting

Work on investments in and the formation of domestic and international private equity, real estate, venture capital, and hedge funds. Provide legal support in the formation, structuring, and management of investment funds. Collaborate with senior attorneys and clients on complex investment transacti

State Street Investment Management is seeking a motivated and client-focused Associate Regional Consultant (AVP) to join our Broker Dealer Distribution Team. In this role, you will work closely with internal and external sales partners to strengthen relationships with financial advisors across the B

Our client is a reputable and world-renowned Asset Management firm looking to bring onboard a Finance Associate to the team. The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. Key responsibilities include managing valua

Associate Director, Investments. The Associate Director of Investments is a key member of the investment team responsible for managing the endowment of Mount Holyoke College, the oldest continuing women's college in the US. The office is looking to add an investor to its tightknit team, currently co

Minimum 10 years' experience in the investment management field with specific focus on investment operations and investment experience. Lead the planning, coordination, and execution of client and product events at State Street Investment Management (SS IM) across multiple global regions including:.

Job Description This is a remote/work from home role. The Purpose of the role: We are offering a highly accomplished sales professional an opportunity to develop new business and be a critical contributor in our sales effort. Our Advisors have a proven track record of offering fiduciary guidance to Plan Sponsors. Their expertise supports all aspects of DC plan management including investments, compliance, plan design, services providers, and financial wellness. An already successful sales executive seeking to make a big impact on a great company will find this opportunity a job of a lifetime. Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite sales professionals in our industry. An ability to demonstrate a track record of hunting and initiating new direct contacts and developing those contacts into new prospects and Centers of Influence is critical for the successful candidate. Our Retirement Plan Advisory team works with Plan Sponsors in a fiduciary capacity. We do more than provide investment expertise, plan management resources and 3(21) and 3(38) advisory services—we take the time to understand our client’s business and relate to their concerns. Our independent team of accredited investment advisors follows industry best practices for fiduciary governance when advising clients. As a CEFEX certified firm, Sentinel Pension Advisors undergoes a rigorous, annual audit to ensure we are doing the job right for our clients. From due diligence, fee benchmarking, and ERISA regulatory compliance to monitoring investments and tracking plan performance, our fiduciary governance services help manage fiduciary risk for our clients while improving overall plan performance for plan participants. The right candidate not only has expertise and experience needed, but the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: • A passion for consulting and connecting with clients, • Superior presentation skills, • DC/DB consulting experience including plan design and documents, • Familiarity with DC markets and record keepers, • Active listener and the ability to provide solutions to our clients, • Sentinel Overview: Easily establish relationships with Sentinel Associates across the organization to understand the products and services/solutions Sentinel offers its clients., • Cross-Sell Opportunities: Build business by establishing relationships with current and prospective clients and educate them to understand Sentinel’s full range of services., • Prospect Meetings: Identify business opportunities by qualifying prospects and evaluating their position in the industry; researching and analyzing sales options., • Networking: Work closely with marketing department as liaison on client/prospect events and email campaigns, etc., • Build Centers of Influence: Develop relationships with various referral partners through networking and education. We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. What you need to have: Preferred qualifications: • Bachelor’s degree from an accredited College or University or equivalent work experience, • 5 +years of sales experience in retirement, advisory, and compliance services, • Previous sales and retirement knowledge required, • Licensed (Series 65) and Life, Accident and Health, • Excellent organizational, communication, presentation, and follow-up skills, • Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages. Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: • PTO (vacation, sick, personal time bank), • FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service, • 12 Paid Holidays (10 stated and 2 floating holidays), • 2 Community Volunteer Days, • 5 Summer Half Days, • Medical, Dental, Vision, • Life Insurance, • LTD & STD, • Retirement Plan with 4% Employer Match Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Powered by JazzHR 2havb103Ic

Job DescriptionCompany Description Vuori is re-defining what athletic apparel looks like: built to move and sweat in but designed with a casual aesthetic to transition into everyday life. We draw inspiration from an active coastal California lifestyle; an integration of fitness, creative expression and life. Our high energy fast paced retail environment is reflected in the clothes we make. We aim to inspire others to take on all aspects of their lives with clarity, enthusiasm and purpose…while having a lot of fun along the way. We are proud to be an outlet for opportunity and for personal growth and success. Job Description The role of a Retail Sales Associate at Vuori is to forge connections with customers while communicating Vuori’s brand values through insightful product knowledge and a happy optimistic outlook. What you'll get to do: Create an unforgettable customer experience • Forge lasting relationships with customers., • Work with the sales team to ensure each customer receives the best service possible., • Greet customers in a timely, authentic and engaging manner., • Achieve sales goals in a team-based commission environment., • Seek new product knowledge in the broader fashion landscape and active-wear specifically to serve as an expert for the customer., • Assist in the completion of projects while keeping the focus on customer experience., • Ensure the sales floor is stocked every evening., • Collaborate with management in areas of inventory management., • Ensure the retail store is cleaned on a regular basis – including floors and bathroom., • Understand and execute cash control procedures including bank deposits, petty cash., • Assist in the implementation and maintenance of all merchandising/visual directives., • Ensure the selling floor is neat, clean, organized and reflects the correct visual image at all times., • Identify and communicate product concerns in a timely manner.Qualifications Who you are: • Must be available to work nights, weekends and holidays., • Must adhere to scheduled shifts with punctuality., • Ability to develop relationships with customers and colleagues., • Ability to positively and proactively handle customer concerns., • Ability to prioritize multiple tasks in a fast-paced environment., • Ability to quickly learn new procedures and processes., • Strong organizational skills and follow through skills., • Excellent communication and interpersonal skills., • High level of ownership, accountability and initiative., • Eager to develop new skills and responsive to feedback. Additional Information Our investment in you: At Vuori, we’re proud to offer the following to our employees: • Health Insurance, • Savings and Retirement Plan, • Employee Assistance Program, • Generous Vuori Discount & Industry Perks, • Paid Time Off, • Base Pay Range: $19 - 21.50/hr, • Team Commission: $3-5/hr All your information will be kept confidential according to EEO guidelines.

The Asset Management Associate will be a member of the Eaton Vance Real Estate Investment Group ("REIG") which is responsible for managing real property investments owned by certain funds sponsored by Eaton Vance Management ("EV"), a part of MSIM, the asset management business segment of Morgan Stan

Job Description ABOUT SURMOUNT SURMOUNT™ is an industry-leading full-service commercial real estate platform that provides comprehensive net-lease focused real estate solutions to investors, operators, and partners, globally. SURMOUNT offers a wide range of real estate-focused offerings, including Sale-Leaseback, Investment Sales Brokerage, Lease Advisory, Capital Markets, Development, and Principal Investments. Our clients and partners include private investors, REITs, private equity and financial sponsors, family offices, multi-unit franchisees, business owners, tenants, developers, and lenders. We’re looking for a proactive and detail-oriented Property Marketing Associate to join our team and support commercial real estate marketing campaigns and administrative tasks. This role bridges both the Marketing Department and Brokerage Operations giving you a 360-degree view of how listings come to life. Your core responsibilities will include creating high-quality Broker Opinion of Value (BOV) presentations and offering memorandums, managing property listings, and collaborating with internal teams to ensure every deal receives the attention it deserves. You'll also help launch campaigns across third-party platforms and the company website, ensuring consistent messaging, branding and follow-through. Key Responsibilities: • Build and edit BOVs, offering memorandums, and other campaign collateral using templates in Figma, Photoshop, and other creative tools., • Collaborate closely with sales teams, analysts, and marketing professionals to gather materials, visuals, and insights., • Manage listing uploads and updates on third-party platforms (e.g., Crexi, LoopNet) and ensure all listings are accurately maintained on the company website., • Coordinate marketing launches for new listings, ensuring timely execution and alignment with campaign goals., • Ensure state specific legal compliance & brand consistency across all deliverables and help maintain high-quality visual standards., • Track listing progress and assist in campaign reporting or performance summaries when needed., • Respond to team feedback quickly and iterate on creative assets as deals evolve · Associate’s degree or higher. · 1–2 years of experience in commercial real estate marketing or real estate administrative support. Familiarity with commercial real estate terminology and deal life cycles a plus. · Excellent writing, proofreading & verbal communication skills with high attention to detail. Experience working with CRM or marketing platforms (Salesforce, HubSpot, etc.) • Proficiency with Adobe Creative Cloud, especially Photoshop (Illustrator or InDesign a plus)., • Experience with or willingness to learn Figma, especially working with templates and Google Sheet syncing., • Highly organized with strong project management and time management skills., • Comfortable working in a fast-paced, collaborative environment with shifting priorities., • Basic knowledge of print and digital marketing, including email layout, flyers, social graphics, and pitch materials., • Candidate needs to possess the ability to receive feedback and revise quickly. Preferred Skills (Not Required):

State Street Investment Management is seeking a motivated and client-focused Associate Regional Consultant (AVP) to join our Broker Dealer Distribution Team. Serve as a subject matter expert on State Street Investment Management solutions and offerings with a deep knowledge of product positioning, h

The Senior Investment Associate will support the Client Chief Investment Officers (CIOs) on the management of individual client portfolios. The Senior Investment Associate’s primary objective is to maximize long-term client portfolio investment performance, subject to applicable portfolio constrai

Morgan, Lewis & Bockius LLP, one of the world's leading international law firms, seeks to hire a midlevel associate to join our Investment Funds: Investor Representation team within our investment management practice. Represent institutional investors in connection with their investments in private

Job Description One of the world’s leading international law firms, seeks to hire highly qualified junior to mid level associates with law firm experience and excellent academic credentials to join their Investment Management Practice in the Boston office. This position may be resident in New York, Philadelphia, Pittsburgh, San Francisco or Washington, DC Key responsibilities The candidate should have knowledge of registered funds and the Investment Company Act of 1940. The ideal candidate will have experience working with registered funds on regulatory, compliance, fund launches / formation and SEC disclosure matters. Experience with the Investment Advisers Act of 1940 and general securities matters is helpful but not required. Responsibilities will include all traditional aspects of a registered fund practice. Salary/Benefits $215k - $330k Discretionary merit bonuses Clerkship bonuses Referral bonus program Paid vacation and sick/personal leave 10 paid holidays annually Key Qualifications • Have 2-6 years of experience (a) forming private investment funds, such as hedge funds and private equity funds, (b) working on secondary transactions, including reviewing purchase and sale agreements, transfer agreements, and client management, and/or (c) assisting with investments by institutional investors in private funds and co-investments., • Have familiarity with private fund structures and laws and regulations governing private funds and managers., • Possess excellent academic credentials as well as strong organization, drafting, communication, and analytical skills., • Be a member of the Massachusetts bar. Apply now or contact us for more information

As Associate Director, Cross Channel Investments, you will provide investment leadership across all paid media channels, including but not limited to TV, OOH, video, audio, social, search, display, and influencer. To help with this, we’re looking for an outstanding Associate Director – someone w

We are seeking a highly motivated and organized Junior Property Operations Associate to join our dynamic team here at Groma, a rapidly growing real estate investment and management start-up. Junior Property Operations Associate.

Associate, Transaction Advisory Services - Financial Due Diligence! This Jobot Job is hosted by: Jacob Vane Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $95,000 - $160,000 per year A bit about us: Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). We offer a unique opportunity to work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets. You will develop and extend your financial and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies. We cover Business Services, Consumer Food and Retail, Healthcare, Industrials, and Technology industries! Why join us? • Comprehensive Health Coverage: Includes medical, dental, vision, and access to FSAs and HSAs, • 401(k) with Pre-tax and Roth Options: Helps build retirement savings with flexibility, • Discretionary Bonus Opportunities: Potential for cash and/or equity compensation, • Paid Time Off (PTO): Generous and flexible time-off policies for both exempt and non-exempt employees, • Family Forming Support: Up to $10,000 annually for fertility, IVF, adoption, and surrogacy, • Backup Childcare: Up to 10 days per year for eligible employees, • Employee Assistance Program: Free support for emotional, mental, and physical well-being, • Financial Planning Services: Guidance on personal finance, investments, and retirement, • Healthcare Support Services: Help navigating serious or complex medical conditions, • Basic Life and Long-Term Disability Insurance: Employer-paid coverage for peace of mind Job Details Qualifications: Undergraduate degree from an accredited institution and: • 3+ years of financial due diligence experience (or a combination with audit experience, which must include at least 2 years of financial due diligence), preferably with a Big 4 firm, • Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required), • Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues, • CPA (or at minimum, must be pursuing a CPA) Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We are looking for leadership-oriented managers hoping to advance their careers toward becoming partners in our general office. New York Life Insurance Company is currently recruiting participants for its Fast Track Management Program. You will start as a financial professional who works hand-in-hand with clients to build your experience as you move through the program’s requirements. When you have met all of the parameters, you’ll transition into management as an associate partner. Expand your career by applying for the Fast Track Partner program today! Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2 - Source: Individual Third Party Ratings Reports as of 7/30/18. 3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $80,000 - $125,000 yearly Responsibilities: • Become an associate partner on the management team after successfully completing all program requirements, • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position, • Hire and lead your own group of financial professionals while serving as an associate partnerQualifications:, • Some sales experience needed, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Experience in the financial services industry and/or insurance industry is required, • Bilingual in Spanish, Portuguese, or another language is a plus, • Most recent position involving 2 or more years of people management/business owner experience demonstrating transferable leadership capabilities, • Experience in the financial service industry with or without recruiting experience, with 3+ years full-time sales/agent experience, • MBA degree or equivalent/higher degree, • 3+ years of direct sales experience with elements of sourcing, prospecting, fact-finding, and solutioning Nice to have: • Bilingual in Spanish, Portuguese, or another language is a plus, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Cultural market knowledge is preferred but not requiredAbout Company New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning. Description of activities and responsibilities: As an agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations, and providing ongoing service. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation