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Franklin Templeton is a global investment firm known for its diverse set of investment strategies across asset management, wealth management, and fintech sectors. As part of Franklin Templeton, Putnam Investments operates with a focus on equity management, managing a diverse range of portfolios and

A prominent law firm is seeking a mid-level associate to join its Investment Funds group. Advise clients on investments and the formation of private equity, real estate, venture capital, and hedge funds. Draft and review legal documents related to investment funds.

Associate, Technology Private Investment Funds (Mid-Level).

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.

A law firm based in Boston, MA, is seeking a highly skilled Investment Funds Corporate Associate Attorney with 3 years of experience in private equity fund formation and related fund operational matters. This position offers the opportunity to work in a dynamic and challenging environment, contribut

Global Atlantic is seeking a candidate to support the accounting for renewables and infrastructure investments which entails preparing the monthly ledger reconciliations to validate the accuracy of the investment results provided by various third-party administrators on a GAAP basis and preparation

At MFS, the Quantitative Research Associate Program is designed to allow associates to become fully immersed in the investment management business by working in support of MFS' quantitative research, portfolio management, and investment risk management teams. In addition, Quantitative Research Assoc

As a Client Operations Associate within the Investment Middle Office team, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will deal with all stages of the lifecycle for each product,

Band 1-ranked Investment Funds: Investor Representation team within our investment management practice. Position: Multi-Office - Investment Management - Private Funds Institutional Investor Midlevel Associate. The ideal candidate will have 3-5 years of experience in representing institutional invest

Work with unregistered funds under the Investment Company Act. Gain exposure to the Investment Advisers Act. Mid-Level Associate in Private Investment Funds.

Tech M&A Investment Banking Full-Time Associate, Boston. Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office.

Corporate Associate Investment Management / Funds.A law firm seeks a Corporate Associate with 3-5 years of investment management and corporate transactional experience to join their team in Boston, MA.The ideal candidate will have expertise in investment management, private funds, and regulatory mat

Job Description Location Note: This is a hybrid or remote role. Work hours are Monday-Friday, 10:30am-7:00pm EST. Open to candidates in the following US states: Massachusetts, New York, Michigan, Alabama, Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Washington. The Purpose of Your Role: We are seeking an outgoing, highly motivated individual to join our company as part of our Service Center team. This individual will work in a team-oriented environment while acting as the point of contact for our clients’ participant inquiries relating to employee benefits, including 401(k), Flexible Spending Account and COBRA Plans. The ideal candidate will be committed to providing superior customer service while being self-motivated to learn industry material to grow within Sentinel. What you'll bring to Sentinel: • Customer-centric attitude and commitment to doing what is right for our participants, • Positive and fun perspective to your daily interactions, • Team player and continuous learner – you share your knowledge with your team and our participants and are always looking to further your own knowledge, • Ability to both provide and accept feedback and apply that feedback to better your work process. Openness to new learning opportunities and desire to grow within the company, • Respond to our clients via telephone and electronic inquiry tools for multiple lines of business., • Use problem solving skills to assist participants with their requests. This will entail applying knowledge of the industry, our systems and processes, and all other available resources to provide complete and accurate solutions to our participants., • Act as the face of Sentinel to our participants, knowing that each interaction you have is an opportunity to demonstrate our superior level of quality service. 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. The financial services industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: • Participant facing customer service experience, • A sincere interest in working within/ learning about the financial service industry, • A passion for customer service, • Experience in benefits administration, human resources, investment services, and/or other related fields is preferred 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 TFRFN3s8UT

Private Equity, Fund Accounting & Administration, Senior Associate page is loaded. Private Equity, Fund Accounting & Administration, Senior Associate. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk servic

Investment Funds Registered Funds/BDC Associate. A leading law firm is seeking a mid-level associate to join its Investment Funds Group, specifically within the Registered Funds practice. The ideal candidate will have hands-on experience in fund formation, structuring, and regulatory advisory, and w

Private Equity, Fund Accounting & Administration, Senior Associate. Private Equity, Fund Accounting & Administration, Senior Associate. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to Hedge Fun

Naviga has been engaged to recruit a Mid-level Investment Funds Associate to join their team. Mid-level Investment Funds Associate. Work on investments in and the formation of domestic and international private equity, real estate, venture capital, and hedge funds.

Investment Funds Associate Attorney. A top-10 AmLaw firm is seeking a talented mid-level Associate Attorney to join its dynamic Investment Funds practice. Advise sponsors and investors on the formation, structuring, and operation of private investment funds and related vehicles.

Prepare investment memos and present findings to the investment committee. We are seeking a motivated, analytical, and entrepreneurial individual to join our investment team as a Venture Capital Associate. Identify and evaluate new investment opportunities, including meeting with startup founders an

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

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 DescriptionSalary: Account Manager Boston based (*3 days/week in the Boston office) About Profitero: Profitero is a leading global SaaS commerce platform that uses predictive intelligence to help brands anticipate, activate and automate their next best action to fuel profitable growth. Our technology monitors 70 million products daily, across 700 retailers and 50 countries, helping brands optimize search placement, product content, pricing, stock availability, reviews and more. News outlets, including Good Morning America, The Wall Street Journal and Ad Age frequently cite and trust Profitero as a source of data for their stories. Nows an exciting time to join our fast-growth business. Profitero has recently joined Publicis Groupe (a $13 billion global marketing services and technology company) as a standalone commerce division, infusing our business with significant product development resources and investment. while giving our employees an incredible launchpad for their careers. Profiteros tech and data combined with Publicis tech, data and activation services positions us to be a true end-to-end partner for helping brands maximize eCommerce market share and profits. Come be a part of our fast-paced, entrepreneurial culture and next stage of growth. Overview: We are looking to hire an Account Manager on our Customer Success team to help manage our growing portfolio of clients. As an Associate Account Manager you will be responsible for supporting and developing our growing branded customer base. You will engage with a rapidly expanding portfolio of CPG brands and you will be their main point of contact. What you'll do: • Help our clients derive significant value from the Profitero tool, through deep understanding of how to leverage eCommerce data and expert knowledge of the application, leading to high satisfaction and uncontested renewals, • Serve as the customers main point of contact, being able to respond to immediate questions or pull in SMEs to solve more complex topics, • Become a trusted advisor to clients, sharing thought leadership and best practices highlighting optimal ways of utilizing our data and platform, • As a product expert and client representative, you will provide feedback and guidance to our engineering team to inform the product roadmap and help make the tool more user-friendly and actionable, • Setting client expectations with SaaS platforms in Agile environments, consistently working to achieve a high say:do ratio, • Help teammates understand and prioritize work so that deadlines are met and work is completed on time, • Provide context and business perspective so that Strategy & Insights reports are actionable and relevant to business teams, • Use excellent communication, influence and collaboration skills to solve problems, • Be or become an eCommerce expert, • Responsible for all aspects of the renewal process (ARR on existing accounts), • Build a up-sell/renewal strategy for each account, • Ensuring data accuracy in customer accounts Who you are: • 2-5 years of relevant account management/customer success experience with proven track record of high client satisfaction, • Experience with supporting a SaaS based solution, ideally with an analytical focus, preferred, • Strong analytical skills and ability to use data to help clients make informed decisions, • Must demonstrate excellent communication (written and oral) and active listening skills, • Outstanding organizational skills, attention to detail and ability to multitask to effectively prioritize and manage workflow, • Strong interpersonal skills and experience working with remote team members, • Strong competitive drive & goal driven-should have strong desire to exceed expectations, • Self-starter and highly motivated; ability to quickly think on your feet, • eCommerce, CPG, and/or supplier-side experience is a plus Why you want to work at Profitero: Profitero cares about its employees. As a company we feel that as our employees are always going the extra mile, so should we. Thats why we offer fantastic benefit packages to our employees, including: • Rich Health Dental & Vision plans, • Smart, genuine and cool people work here, • Competitive salary ***commensurate with experience, • 401K plan with match, • Flexible PTO, • Commuter benefits, • Employee Assistance Program (EAP), • Free on-site amenities including office snacks, coffee barista, beer & wine, • Access to Personal Learning Development Library, • Publicis Work Your World initiative: every employee will be able to work from any of the 100+ countries where Publicis operates, for six weeks a year, • Volunteer opportunities Profitero is committed to creating a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive fair consideration for employment. Profitero recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected characteristics as required by applicable law.

INVESTMENT FUNDS ASSOCIATE ATTORNEY.The role is open to attorneys based in.This is a unique opportunity for an attorney with funds experience to work on complex domestic and international matters involving private equity, venture capital, real estate, and hedge funds.The position offers direct clien

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.