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Amundi jobs in Boston, MA

- 3196 jobs
  • Vice President, Private Credit Product Manager

    Fidelity Investments 4.6company rating

    Boston, MA job

    The Role In this role you will be responsible for assessing and documenting the requirements for alternative investment products operational ecosystem, including private markets products generally with deep expertise of private credit products. The areas for evaluation will include Fidelity Fund Investment Operations (FFIO). You will provide critical alternatives subject matter expertise and context to accelerate product roadmap and target state operating model. The Expertise and Skills You Bring 12+ years' experience preferred including alternative investment products servicing with an asset manager, audit firm or custodian. Bachelor's Degree or equivalent experience Advanced knowledge of broad and deep operations of private credit products, including broadly syndicated loans and direct lending and requirements related to portfolio transactions for pooled investment funds. In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds. Research skills including the ability to gather information about a topic, review that information and analyze and interpret the details in a way to support a solution. Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines. Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred. CAIA and /or CFA is a plus. The Team The Vice President, FFIO Global Product Solutions will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners. #FFIOAlts #FidelityAlts The base salary range for this position is $125,000-258,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Investment Operations
    $125k-258k yearly 9d ago
  • Information Technology Support Specialist

    Berkshire Hathaway Shoe Holdings 4.8company rating

    Andover, MA job

    IT Support Level 2 Role Key Responsibilities Deliver technical assistance for desktops, laptops, mobile devices, and printers through phone-based and onsite support. Troubleshoot and resolve issues related to operating systems, software applications, and hardware components. Assist users via phone and remote desktop, ensuring prompt and effective problem resolution. Support and configure software such as Microsoft Office (Excel, Word, PowerPoint, Access, Outlook), Adobe applications, Meraki VPN, and other corporate tools. Perform basic system administration tasks and support local network and telephone issues. Collaborate with the Helpdesk team to log, dispatch, and escalate support calls as needed. Provide hardware and software support across the organization, including remote offices. Manage inventory and purchasing of technology assets. Physically lift and move computers, monitors, and servers as required. Work professionally with all levels of the organization in a service-oriented manner. Offer onsite support and assist remote offices as required. Required Skills and Qualifications Experience troubleshooting Windows and Apple desktops, laptops, and mobile devices. Proficiency in Adobe software and Microsoft Office suite. Printer support experience. Background in purchasing and asset management. Familiarity with ticketing systems is preferred. Preferred Skills Advanced network problem-solving abilities. Knowledge of RingCentral, VMWare, AWS, Switches, Wireless Access, APC, Dell servers, and Linux. Required Social Skills Friendly demeanor and excellent phone etiquette. Effective time management and organizational skills. Ability to learn and adapt quickly in a dynamic environment. Capable of working both independently and as part of a team.
    $101k-128k yearly est. 2d ago
  • Paralegal Specialist

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA job

    · Understanding the agency's governing statute and regulations, namely G.L. c. 38 and 505 CMR, and assisting on all matters relating to the agency's compliance with legal authority. · Assist in all aspects of the legal and communications departments, including but not limited to the following duties: o Responding to subpoenas, Keeper of Records, and triaging next of kin requests for materials in accordance with agency statutes and regulations, primarily relating to civil litigation matters. o Managing and triaging OCME legal calls and correspondence. o Request charts for court matters (District Attorneys and civil litigation), as well as family requests. o Responding to requests for discovery on both criminal and civil matters by reviewing and compiling responsive documents. o Serving as a point of contact and liaison to the Attorney General's Office and District Attorney's on criminal cases, including handling records requests (Reports and charts). o Manage child death reporting to DA's offices (accepted and declines) o Review daily cases for deaths-in-custody (DIC), and update DIC spreadsheets for reporting to OGR o Copy/scan charts, photos, and request X-rays o Ensuring that the production of materials to requesting parties will not compromise ongoing investigations. o Work with the Communication and Legal Team Managers with cold case file requests management o Take meeting minutes for the Commission Medicolegal Investigations o Serving as liaison between the General Counsel and external agencies, including but not limited to the Department of Mental Health, Public Health, State and Federal Prisons, Environmental Police, Fire Marshall's Office(s), Consumer Protection, and OSHA. o Review charts and confirm contents in preparation for dissemination to legally authorized requestors. o All other duties as requested. - Excellent time management and organizational skills - Ability to multitask handle multiple projects simultaneously Additional qualifications, which may be acquired through on the job experience: - Knowledge of reference and related sources available for legal research ( Westlaw). - Knowledge of the laws, rules, regulations, policies, procedures, specifications, standards and guidelines governing the agency. - Knowledge of applicable privacy and confidentiality laws and regulations. - Knowledge of the organizational structure and functions of the agency. - Knowledge of the proper procedures for making and receiving agency telephone calls. Knowledge of the types and uses of agency forms. Preferred Qualifications: A bachelor's degree in criminal justice, legal studies, or related field. Qualifications Qualifications First consideration will be given to those applicants that apply within the first 14 days. MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) two years of full-time, or equivalent part-time, paraprofessional experience in legal research or legal assistant work, or (B) any equivalent combination of the required experience and the substitutions below. Substitutions: I. An Associate's or higher degree with a major in paralegal studies may be substituted for the required experience. II. Completion of one year of study at a recognized, degree-granting law school may be substituted for the required experience. SPECIAL REQUIREMENTS: Based on assignment, possession of a current and valid Massachusetts Motor Vehicle Operator's License may be required. Comprehensive Benefits When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. Want the specifics? Explore our Employee Benefits and Rewards! An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC)may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role. Official Title : Paralegal Specialist Primary LocationPrimary Location: United States-Massachusetts-Boston-720 Albany StreetJobJob: Legal ServicesAgencyAgency: Chief Medical ExaminerScheduleSchedule: Full-time ShiftShift: DayJob PostingJob Posting: Aug 5, 2025, 3:33:25 PMNumber of OpeningsNumber of Openings: 1Salary: 63,031.80 - 83,031.03 Yearly If you have Diversity, Affirmative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Kristine Cavicchi - ********** Bargaining Unit : 06-NAGE - Professional Admin. Confidential : No Potentially Eligible for a Hybrid Work Schedule : No #J-18808-Ljbffr
    $58k-94k yearly est. 3d ago
  • Associate Consultant - Industrial Hygiene (Pharmaceutical & Lab)

    BSI Consulting 4.5company rating

    Boston, MA job

    BSI Consulting Services is a trusted and agenda-shaping partner providing ‘best practice' technical, regulatory, and business expertise and intelligence for our clients' most critical EHS, Supply Chain, and Digital risks and opportunities to achieve greater resilience, impact, and future-readiness. About the role: BSI is looking for a strong, technical Industrial Hygienist to join our dynamic EHS team in the vibrant Boston, MA area. The ideal candidate will have 3-5 years of hands-on IH experience, with the proven ability to independently perform exposure assessments, plan and execute sampling strategies, and analyze and report results using sound statistical methods. This full-time Associate Consultant role is based at a high-profile biopharmaceutical laboratory and research facility, offering the opportunity to apply your expertise in a fast-paced, innovative environment. You'll be supported by a collaborative team and enjoy comprehensive benefits while helping world-class clients enhance their safety and environmental practices. Key Responsibilities: Perform technical industrial hygiene assessments, including air, noise, and chemical sampling. Plan and execute exposure monitoring studies, selecting appropriate methodologies and equipment. Conduct data analysis and statistical evaluation of sampling results; prepare detailed, defensible reports with actionable recommendations. Manage laboratory inspections, document unsafe conditions, and collaborate with staff to develop JHAs and identify project-specific risks. Lead incident investigations and implement corrective actions to ensure continuous improvement in safety performance. Organize safety meetings with senior leadership to proactively address hazards. Oversee chemical management processes, including new chemical approval, storage, segregation, and compliance checks. Conduct periodic hazardous chemical inventory reviews and lead compliance initiatives. Deliver lab safety training (e.g., BBP, Safe Start) to new hires and current employees. Lead Large Quantity Generator waste management program and develop contingency plans. Provide consulting on spill response, cleanup procedures, and local agency reporting. Support biosafety, hazard communication, and chemical safety program implementation. Monitor and evaluate COVID-19 safety measures related to workplace population density, PPE, and sanitation. Stay current and ensure compliance with federal, state, and local EHS regulations (experience in Cambridge, MA compliance is a plus). To be successful in this role, you will have: Bachelor's degree in Industrial Hygiene, Occupational Health, Environmental Science, or a related field. 3-5 years of technical IH experience, preferably in consulting or laboratory environments. Demonstrated ability to independently perform sampling, plan studies, conduct assessments, and complete statistical reporting. Experience conducting risk assessments and accident investigations. Excellent written and verbal communication skills, with experience preparing client-ready reports. Proficiency in Microsoft Office; experience with IH data tools and statistical software is a plus. Preferred certifications: CIH, ASP, CSP, or CHMM (not required, but highly valued). Strong knowledge of Fed-OSHA and EHS regulatory compliance; local Cambridge experience is a plus. What we offer: BSI offers a competitive salary, group-sponsored health and dental, short-term and long-term disability, a company-matched 401k plan, company paid life insurance, 11 paid holidays and 4 weeks paid time off. The salary for this position can range from $80,800 to $111,100 annually; actual compensation is based on various factors, including but not limited to, the candidate's competencies, level of experience, education, location, divisional budget and internal peer compensation comparisons. Do you believe the world deserves excellence? We are proud to be the business improvement company for other organisations to become more sustainable and resilient and finally to inspire trust in their products, systems, services, and the world we live in. Headquartered in London, BSI is the world's first national standards organization with more than 100 years of experience. We are a global partner for 86,000 companies and organizations in over 193 countries, offering development, auditing, certification, and training services, including innovative software solutions and cyber security expertise for all industries: from aerospace and automotive to food, construction, energy, healthcare, IT and trade sectors. Incorporated by Royal Charter, we're truly impartial, and home to the ultimate mark of trust, the Kitemark. Through our unique combination of consulting, training, assurance and regulatory services we bring solid and broad knowledge to every company. If you want to contribute to this inspiring challenge, bring your open and enthusiastic mindset to our dynamic team, apply now and become part of the BSI family! D&I Policy BSI is committed to ensuring the diversity of our workforce reflects that of our clients and the communities in which we operate. Our goal is to create a sense of belonging for all employees by providing opportunities to develop, grow, and engage with our global organization all while having fun doing great work. BSI is a community where everyone can thrive. If you require any reasonable accommodations to be made on account of a disability or impairment throughout out our recruiting process, please inform your Talent Acquisition Partner.
    $80.8k-111.1k yearly 1d ago
  • Business Systems Analyst

    Compintelligence, Inc. 4.2company rating

    Boston, MA job

    The Business Systems Analyst will provide applications support and day-to-day operational assistance with the main ERPs. They will work with application vendors, property managers, operational, finance and accounting teams, asset management teams and other IT staff to ensure that company operations are properly supported on the various platforms. This role will support both internal and external users through a variety of activities including but not limited to system updates and enhancements, configuration updates, training, documentation, diagnosing root causes and remedial actions. The winning candidate will possess strong organizational skills, along with a strong sense of commitment, responsibility, and sound judgment. They should demonstrate a collaborative approach and the capacity to adapt effectively within a dynamic work environment. This candidate should be a strategic thinker; effectively understand the business needs, clearly articulate technical requirements and research and identify potential solutions. ESSENTIAL JOB FUNCTIONS The primary responsibilities of this position include but are not limited to: Maintain the integrity and configuration of the ERP to support business critical processes Act as technical product owner for several ERP modules Act as a liaison between internal and external stakeholders to support business processes enabled by the ERP Implement configuration changes and application enhancements using structured methodology Conduct structured testing of changes or work with QA teams and business users to ensure testing processes follow organization standards Support and directly execute day-to-day processes including: Document & Maintain Access Control ETL management Import/Export Month-end processes Property & Fund Budget updates Support Property & Fund Accounting with general ledger and variance analysis of monthly financial statements ensuring data accuracy Assist with providing financial information needed for compliance, regulatory filings and various ad-hoc reports Provide end-user support by addressing support tickets for internal and external stakeholders Partner with internal and external support teams to ensure best practices are implemented within the ERP Prepare and maintain documentation to support system administrative functions, procedures and processes OTHER JOB FUNCTIONS Performs duties as assigned. TECHNICAL SKILLS AND EXPERIENCE Most important: Experience supporting and troubleshooting ERP applications, working closely with business users in the system of records Experience working on projects in collaboration with various stakeholders Experience documenting application training materials and operating procedures Experience using tools to define and document business requirements, user stories and test cases Experience developing, overseeing and performing testing against product updates, enhancements, plugins Important: 1+ years prior experience with the following Yardi Modules is highly desired but not required: Voyager Core (GL, AP, AR) Investment Accounting Commercial Job Cost + Construction Manager Advanced Budget & Forecasting + Forecast Manager Deal Manager Fixed Assets Manager Experience with system integrations Understanding of database fundamentals Experience with basic SQL knowledge Desirable, but not required: Experience with visual modelling tools including UML Experience having worked using structured software engineering methodologies, frameworks and tools including Agile/Scrum (or similar) methodologies Experience working on cloud enabled solutions such as Microsoft Azure NONTECHNICAL SKILLS Most important: Strong communication and interpersonal skills to work within a team environment Creative thinking and problem solving Takes initiative and is a self-starter Can work and collaborate effectively remotely Strong Prioritization skills Important: Experience with appropriate organization complexity Experience with appropriate organization size Strong writing, presentation, and documentation skills EDUCATION Undergraduate degree in Computer Science, Finance or equivalent work experience
    $75k-108k yearly est. 2d ago
  • Assistant Vice President - Compliance and CRA Officer

    Bay State Bank 4.1company rating

    Worcester, MA job

    Established in 1895, Bay State Bank is an approximately $500MM, Massachusetts-based mutual Bank. As a Bank owned by a mutual holding company, the Bank is effectively governed by its depositors, and its mutual ownership structure allows it to focus on long-term and community impact rather than short-term profits. BSB has seven branch locations in central Massachusetts. BSB is the only remaining Bank originally headquartered in Worcester, Massachusetts: the second largest city in New England. BSB is a value-driven organization committed to international actions and investments that position the Bank as the communities' preferred choice for Banking. Position Description: Ensures compliance with all banking laws, rules, regulations, and prescribed polices/practices/procedures necessary to reduce risk and uphold ethical standards. The AVP Compliance and CRA Officer will play a major role in the Compliance Management System (“CMS”) and will assist with the compliance and risk management monitoring, reporting, and remediation where appropriate. Ensures the proper compliance training needs are identified and provided to the various business units. Additionally, support the Bank's BSA/AML/CIP/OFAC program as needed. Key Responsibilities: Assist with the Community Reinvestment Act requirements. Assists with the Vendor Risk Management Program. Tracks regulatory changes, assesses how the changes might affect the Bank, and provides recommendations to Chief Risk Officer about necessary policy and procedural chances. Manages compliance monitoring programs based on internal/external risk assessments, audit findings and exam findings. Works with management to create and implement new monitoring programs throughout the organization as part of the CMS. Identifies regulatory compliance weaknesses throughout the organization and work with management to identify root causes, remediation steps, and tracking of the issues. Composes memos summarizing expectations noted, root causes, and present to management. Contributes to the compliance training program. This may include identifying training courses, webinars, etc; however, it may also include creating compliance and risk related training and providing the training through various methods. Alongside the Chief Risk Officer, completes enterprise-wide compliance related risk assessments, including new/modified products and services. Enhances Enterprise Risk Management framework by authoring and managing policies, procedures, risk assessments, etc. Acts as an internal point of contact for compliance related questions and problems. Attends and participates in the Enterprise Risk Management Committee meetings. This includes but is not limited to attending the committee meetings, presenting monitoring exceptions, training updates, and completing tasks for the committee as appropriate. Assists with the outsourced internal audit function, including the coordination of internal audits with audit firm and internal business unit. Additionally, may be responsible for coordinating the request lists with the business units. Assists with the BSA/AML/CIP/OFAC program when needed. This may include completing Verafin generated alerts, completing and submitting Currency Transaction Reports and Suspicious Activity Reports. Qualifications, Education and Experience: In-depth knowledge of state and federal consumer regulations that affect the Bank. This includes but is not limited to TILA, HMDA, RESPA, UDAAP, TISA, etc. A high degree of interpersonal skills necessary to effectively sell the Bank's products and services. Able to use considerable discretion, resourcefulness, and persuasiveness to achieve the desired objectives and results. Strong knowledge of other bank services, policies, and procedures. Demonstrates current knowledge regarding compliance with various financial institution regulations and other job essentials. High School diploma or equivalent required. Minimum of 3-5 years of experience working in banking compliance. Bachelor's degree preferred, but not required. Strong interpersonal skills, problem solving ability and accuracy. Strong written and verbal communication skills. Strong computer skills, knowledge of Microsoft Word and Excel. Demonstrated ability to meet/exceed goals. Ability to work in a fast-paced diversified environment.
    $95k-117k yearly est. 3d ago
  • Microsoft Business Applications Sales Consultant

    Itc Worldwide 4.7company rating

    Boston, MA job

    ITC WORLDWIDE is seeking a dynamic and experienced Microsoft Business Applications Senior Sales Consultant WFH or an ITC field office Are you passionate about selling business applications solutions that empower organizations to achieve more? Do you have a proven track record of delivering results in a complex and competitive market? Do you have experience with Microsoft Dynamics 365 Finance & Operations or other ERP systems? If so, we want to hear from you. To be successful in this position you will possess the following attributes: Motivated and proactive professional with previous experience in end-to-end sales within Microsoft or equivalent Enterprise Applications. 5+ years face-to-face selling experience - Microsoft product suite expertise including D365, PowerApps and Business Central is highly regarded. Demonstrated ability to hunt new business opportunities. Ability to build and foster strong customer relationships in existing customer base. A strong customer-centric approach and ability to network across a complex organization. Skills in managing multiple commercial processes (new business sales), forecasting precisely and identifying challenges to positive commercial outcomes. Develop and execute a sales strategy in designated territories and work with both vendor and Industry teams to execute. Arrange and conduct customer meetings, serve as trusted advisor by understanding a customer's existing and future digital transformation roadmap and driving the sales. Strong networking skills and industry experience Ability to drive new business and get engaged with lead generation. Liaising with solution consultants to drive correct business outcomes. Desire to be involved in a rapidly growing business and take a leadership role in helping it thrive. Strong personality motivated by continual improvement and self-development Responsibilities: Develop and execute sales strategies to grow revenue and market share in the Finance & Operations segment. Build and maintain strong relationships with key decision makers and influencers across various industries and geographies. Understand customer needs and pain points and propose value-added solutions that leverage Microsoft's D365 platforms and applications. Collaborate with delivery and pre-sales teams to ensure proposed solutions align with client requirements. Working with Marketing and Business Development personnel to help develop lead generation campaigns along with target marketing to specific verticals. · Manage the entire sales cycle, including prospecting, negotiations, and contracting Develop and nurture a robust pipeline of prospects to achieve and exceed sales targets Leverage your sales knowledge and existing Microsoft ecosystem network Qualifications: Minimum of 5 years of experience in selling enterprise software solutions, preferably in the ERP domain Strong knowledge of Microsoft Dynamics 365 Finance & Operations or other ERP systems and their business benefits Excellent communication, presentation, and negotiation skills Ability to work independently and as part of a team in a fast-paced and dynamic environment. Bachelor's degree in business, finance, or related field Prior consulting services sales experience required, and an understanding of Microsoft's Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations) Package Details Contract W2 role for an experienced Tech Seller! Base Salary (Draw) W2 Commissioned: from 1-3% on lifetime Support + Bonus on Managed Services +Cash Bonus What's in it for you Qualified Leads Technical Sales & Service Support Product Selling Training Provided Dynamics 365 - CRM Dynamics 365 - Business Central Microsoft 365 ISV Solutions (Offers) Neural Impact Sales Optimization Training Differentiation & Engagement Effective Discovery & CIO Engagement Project Impact & Objection Handling $ 150,000.00 (US Dollar) BIzzApp Sales 2. Acct exec 3. services & support consult
    $150k yearly 60d+ ago
  • Senior Manager, Wealth Advisor- Schwab Wealth Advisory

    Charles Schwab 4.8company rating

    Boston, MA job

    Position Type: RegularYour opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i. e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications:CFP designation or CFA designation Bachelor's degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications:Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future:401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $113k-148k yearly est. 3d ago
  • Software Engineer

    Berkshire Hathaway Shoe Holdings 4.8company rating

    Andover, MA job

    Responsibilities: Work directly with co-developers/designers to develop and continually improve and update software/web application releases. Application development and support for software business to business applications, utilizing company-approved technologies such as C#, MS SQL,.NET, MVC, LINQ, HTML5 and React. Working from requirements specification documents to develop or modify software/web applications. Review, analyze and fix any problems on live software/web applications. Participating in security architecture reviews of web applications Open to learning various design and architectural patterns. Assist with help desk and customer support issues as needed. Qualifications: Bachelor's degree in computer science, computer engineering or equivalent field of study, and up to two (2) years in web and software development Demonstrated extensive knowledge of technologies such as: MS SQL, .NET, C#, And MVC Strong working knowledge of C# programming Proficiency with modern development toolsets including Visual Studio, SQL Server Management Studio, unit testing frameworks, source control, and task tracking such as Team Foundation Server/git. Solid understanding of object-oriented programming concepts Exposure to popular JavaScript application frameworks, such as Angular, Knockout, Bootstrap, React, Nodejs, etc. Ability to work independently and multi-task effectively. Flexible and willing to accept changes in priorities as necessary. A pro-active go-getter mentality who seeks out the best solution as opposed to a working solution.
    $92k-113k yearly est. 19h ago
  • Mortgage Loan Processor

    Northpoint Mortgage 3.5company rating

    Westborough, MA job

    Job DescriptionSalary: DOE Mortgage Processor Northpoint Mortgage, selected as one of the Boston Globe's 2024 Top Places to Work, is a growing New England-based mortgage lender with a brand-new opportunity for a full-time Mortgage Processor. The successful candidate will have Encompass experience, several years of related experience, and the ability to communicate effectively with our loan officers and clients in an upbeat customer service-focused manner. In addition to a great working atmosphere, we offer competitive pay, benefits, and a wonderful work-life balance. This position is located in the Westborough, MA area and has the potential to be hybrid or primarily remote. Skills & Experience Needed: 2+ years of Mortgage Processing Experience Encompass Loan Origination Software Mass Housing Experience Non-QM Experience Excellent verbal and written communication skills with a customer service attitude Ability to effectively prioritize and see tasks to completion Must be able to problem-solve and multitask Capable of taking responsibility for managing production and the pipeline Familiarity with mortgage industry basics: Conventional, USDA, and VA Loan types Income Calculations Running AUS And reading findings Ability to review guidelines and figure out answers to scenarios Strong proficiency with computers and software Responsibilities: Establish relationships with clients by communicating with them throughout the process via phone, email, and text. Put clients at ease by being available to answer questions while working closely with Northpoint employees to efficiently set up and move files through the loan process. Set up and disclose new loan files, request, review and explain necessary documents including initial disclosures with clients. Communicate with clients throughout the loan process, advising them of loan status and addressing any questions or concerns. Follow up on necessary documents and set deadlines to create urgency to advance files quickly through the process. Compensation is commensurate with experience.
    $48k-59k yearly est. 26d ago
  • 2026 Summer Internship - Quantitative Researcher

    Lazard Ltd. 4.9company rating

    Boston, MA job

    Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Many of the world's leading investors - from individuals to institutions across the globe - have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future - whether it's for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable. The Quantitative Research Team at Lazard Asset Management applies advanced statistical and computational techniques to address real-world investment challenges. We combine cutting-edge quantitative methods with deep market insights to drive better investment outcomes for our clients. Please note this program is for candidates with an expected graduation date no earlier than December 2026 and no later than May 2028. What We Offer * Real-World Experience: Work on actual investment problems with measurable impact. * Mentorship: Collaborate closely with a mentor dedicated to your development. * Access to Experts: Engage with industry veterans and thought leaders who bring decades of experience. * Collaborative Environment: Experience the collegiality of a small team within a global organization. * Professional Growth: Develop technical, analytical, and interpersonal skills that are foundational for a career in finance or quantitative research. We'll trust you to: * Develop and enhance quantitative models to support investment decisions. * Analyze large datasets to uncover actionable insights. * Collaborate with portfolio managers, researchers, and developers to solve complex investment problems. * Present findings and recommendations to team members and stakeholders. You'll Need to Have: * Highly motivated students with strong quantitative and analytical skills who are excited to apply their expertise to finance. * "Familiarity with Machine Learning algorithms and NLP techniques." * Undergraduate, Master's, or PhD students majoring in mathematics, statistics, physics, electrical engineering, computer science, economics, or related fields. * Excellent logical reasoning and problem-solving capabilities. * Experience with programming, especially in Python, for data processing and analysis. * Strong foundation in statistics and data analysis. * Ability to work effectively in a fast-paced, collaborative environment. * Strong communication skills, including the ability to present complex concepts clearly. * Intellectual curiosity and eagerness to learn. * Passion for quantitative research and financial markets. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success. Compensation: Pro-rated base annual salary of $90,000 #LI-DNI
    $90k yearly 1d ago
  • Associate Specialist, Control Monitoring Lead

    Northern Trust 4.6company rating

    Boston, MA job

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Continue to learn, grow and evolve No matter what greater means to you, we can help you find it. We believe in empowering our partners with the resources, support and opportunities to achieve greater and reach their full potential. A strong focus on individual career development and growth is just one way we help you reach your goals. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to strengthening the communities in which we live and work. We are seeking an Associate Specialist, Control Monitoring Lead to join our newly established Centralized 1LoD Control Testing & Monitoring function. This 1LOD team aims to standardize and enhance our control testing & monitoring practices across all Business Units and Corporate Functions. As a key member of this team, you will play a pivotal role in supporting risk management activities across the organization. This includes the opportunity to be immersed across multiple operational and compliance areas, with opportunities to specialize in specific areas of interest. Reporting to the Head of Control Testing & Monitoring, this role will operate under general supervision; however, will primarily work independently to a help build and oversee the internal control monitoring program. Regular activities include: monitoring program governance, developing the monitoring plan, reporting, and an in-depth analysis of monitoring results to identify key trends and solutions. The key responsibilities of the role include: * Assist in the development and maintenance of the Internal Control Monitoring Standard, risk-based methodology, and procedures. * Assist in developing the internal control monitoring plan, monitoring the status of the plan and providing updates to key stakeholders * Oversee the development and maintenance if the Internal Control Monitoring GRC tool. * Developing and delivering insightful reporting to key stakeholder driving action to strengthen the internal control environment. * Responsible for assisting in the identification and escalation of follow-ups and potential deficiencies. * Work closely with the business partners to obtain issue remediation action plans, track and report status of remediation actions, including maintaining dialogue with the business to ensure timely remediation of issues. * Executing quality control over controls monitoring to ensure monitoring is executed consistently, with quality and in accordance with enterprise standards. * Assist with control projects, operational and/or corporate risk initiatives, where directed. The successful candidate will benefit from having: * Bachelors degree required * 10+ years of risk and control experience; 5+ years direct control monitoring experience * Experience in financial services industry; GSIB experience highly preferred * Experience in working in fast paced and highly regulated environments * Deep understanding of control frameworks and testing & monitoring methodologies * Self-motivated with strong collaboration and communication skills, both verbal and written, with varying organizational levels including senior management * Excellent analytics skills and attention to detail * Strong interpersonal and leadership skills, including experience mentoring * Ability to juggle multiple tasks while effectively able to work towards deadlines * Risk and Control certifications a plus (CIA, CISA, CRMA, CFE, etc.) Salary Range: $95,600 - 162,400 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $95.6k-162.4k yearly Auto-Apply 46d ago
  • Manager, Companion Diagnostics (CDx) Development

    Clear Point Consultants 4.6company rating

    Boston, MA job

    The Manager of Companion Diagnostics (CDx) and In Vitro Diagnostics (IVD) Development will lead the transition of investigational diagnostic devices (IDEs) from clinical development to full commercialization. This role serves as the subject matter expert for CDx development, bridging clinical, regulatory, and quality functions to ensure diagnostics are developed, validated, and brought to market in alignment with drug development programs. The ideal candidate combines scientific expertise, regulatory acumen, and hands-on experience with diagnostic partnerships to drive innovation and compliance in precision medicine. Key Responsibilities: Lead the strategic and operational transition of IDEs from clinical development to commercial CDx and IVD products. Serve as the primary liaison between therapeutic program teams, diagnostic developers, and regulatory stakeholders. Oversee and provide technical guidance to CDx development partners to ensure end-to-end compliance and delivery. Identify and mitigate risks or process gaps across the CDx development lifecycle-from discovery through commercialization. Support the design, execution, and interpretation of analytical and clinical validation studies for CDx approval. Develop and maintain Quality Agreements and SOPs defining roles, responsibilities, and expectations between drug sponsors and CDx partners. Collaborate with Regulatory Affairs to ensure adherence to global CDx and IVD regulations and submission requirements. Provide input on biomarker strategy, diagnostic assay selection, and validation plans to support clinical development. Ensure documentation and deliverables meet regulatory and internal quality standards. Qualifications: Bachelor's degree in a scientific, biomedical, or allied health discipline; advanced degree preferred. Minimum of 6+ years of experience in diagnostic development, including 3+ years in Companion Diagnostics (CDx) or In Vitro Diagnostics (IVDs). Proven experience as a CDx developer and/or drug sponsor, with deep understanding of both perspectives. Strong knowledge of global CDx/IVD regulatory frameworks (FDA, EMA, PMDA, etc.) and quality management systems. Expertise in end-to-end CDx development, including assay design, analytical and clinical validation, and commercialization. Demonstrated success in managing partnerships with diagnostic or technology development organizations. Excellent communication, documentation, and stakeholder engagement skills.
    $140k-201k yearly est. 3d ago
  • 2026 Guggenheim Securities Investment Banking Summer Associate - Boston Technology

    Guggenheim Partners 4.2company rating

    Boston, MA job

    We are seeking exceptional Associate Interns to join our Investment Banking team in Boston. Associate interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Software and FinTech. Associates will have the opportunity to work with colleagues across M&A advisory team, including Atlanta, Chicago, and New York. Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. Interns become important members of our deal teams and work as a junior associate on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers. In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time associate class from the internship program. Essential Job Functions * Support deal teams in developing, maintaining and using financial models * Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis * Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients * Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants * Develop an in depth understanding of M&A deal processes Preferred Qualifications * Commitment to meet the demands of high volume and high-end client services * Effective communicator - verbal, written and virtual * Excellent analytical skills and attention to detail * Strong interest in problem solving and client services * Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance * Desire to join a rapidly growing, entrepreneurial platform * Demonstrable experience with Microsoft Excel, PowerPoint and Outlook * Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management * Highly organized, with the initiative and ability to multitask and work with limited supervision on a team * Interest in working in Boston long term Basic Qualifications * No jobseeker will be considered if these basic qualifications are not met * Must be: * On track to receive MBA or J.D. degree in Spring 2027 Salary Details * A salary based on an annual rate of $175,000 per year. * The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
    $175k yearly Auto-Apply 45d ago
  • Loan Servicing Representative II

    Winchester Savings Bank 3.8company rating

    Winchester, MA job

    SUMMARY DESCRIPTION The Loan Servicing Representative II performs more complex transactions and processes related to residential, consumer and commercial loans. ESSENTIAL JOB FUNCTIONS Perform loan bookings for all loan types and process accurate monetary and non-monetary maintenance on all loans. Handle processes related to escrow analysis. Handle processes related to delinquent tax statuses such as monitoring, tracking, reporting, and contacting customers. Perform Secondary Market remittance, reporting, balancing, etc. Ensure liens are perfected for all loan types and research any exceptions. Research and resolve servicing issues within the scope of job duties. Provide prompt and courteous service to customers, attorneys, insurance agents, other professionals, and internal staff. Compile, review, and prepare reports as assigned and/or as requested by Supervisor/Department head. Provide support for processes related to hazard/flood/force placed insurance. Provide support for preparation of mortgage and UCC discharges. Maintain a thorough knowledge and understanding of Bank policies, procedures, and guidelines. SPECIFIC SKILLS REQUIRED Effective verbal and written communication skills. Proficiency with computer software applications, Microsoft Word and Excel, Insight. Strong understanding of loan documents such as Note and Mortgage. High level of accuracy and detail-orientation, ability to meet deadlines and prioritize workflow. Strong problem-solving and critical thinking skills. Ability to work independently on multiple assignments with accuracy. Team player with a positive attitude who is eager to learn and grow within the department. EXPERIENCE & EDUCATION REQUIREMENTS Previous loan servicing experience (Minimum 1-2 years). Note: The preceding functions have been provided as examples of the types of work performed by employees assigned to this job classification. Management reserves the right to add, modify, change, or rescind work assignments and to make reasonable accommodations as needed. NOTICE This list of duties is not intended to be all- inclusive and may be expanded to include other duties that may be deemed necessary by management from time-to-time. The Bank reserves the right to modify, interpret, or apply the in any way the company desires and that the job description is not a contract for employment. All employment is “at will”. Also, employee is expected to have knowledge of and adherence to Bank policies and procedures. The employee complies with state and federal regulations and specific BSA/AML related regulations and all information security related regulations. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. EEOC Statement: WSB provides equal employment opportunity to all individuals regardless of their race, color, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
    $46k-71k yearly est. 2d ago
  • Manual Ethical Hacker

    Bank of America Corporation 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity. This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing * Perform assessments of the security, effectiveness, and practicality of multiple technology systems * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications * Provide clear and practical advice regarding managed risks * Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills Required Skills: * Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services * SQL injection/XSS attack without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with SAST tools to identify vulnerabilities * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques * Solid programming/debugging skills * Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map * Threat Analysis * Innovative Thinking * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar * Strong programming/scripting skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-129k yearly est. 47d ago
  • Fraud Analytics and Innovation Lead Analyst - Fraud Strategy

    Bank of America 4.7company rating

    Boston, MA job

    Jacksonville, Florida;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Charlotte, North Carolina; Tampa, Florida; Chicago, Illinois; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Summary:** This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). Are you a strategic, analytical thinker with a passion for fighting financial crime? Ready for the chance to drive real change in an organization? We are searching for a motivated fraud strategy analyst to help drive that transformation within our deposit client identity and onboarding space. The Deposit New Account Fraud Risk Strategies team is keenly focused on supporting product innovation and responsible growth while preventing, detecting and mitigation financial threats against our checking and savings products. This is a highly visible role that will focus on identifying trends and strategy opportunities related to fraudulent applications, subsequent transactional patterns and operational treatment efficiencies. A successful candidate will be an individual contributor on a team of other analysts responsible for performing strategic analysis to improve portfolio risk, profitability, performance forecasting and operational performance for consumer and small business deposit products. This position requires a rigorous analytical focus on monitoring for shifts in fraud activity, transactional dynamics and effectively communicating trends and opportunities for improvement. Key functions involve developing application and transaction monitoring, identifying business trends based on economic and portfolio conditions and executing/monitoring strategic enhancements. Sound technical knowledge of SAS / SQL, financial statements, business processes, and fraud subject matter expertise in the areas of KYC, KYB, Identity Theft, First Party Fraud and Synthetic Identities are keys to excelling in this role. **Responsibilities:** + Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance + Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics + Identifies business trends based on economic and portfolio conditions and communicates findings to senior management + Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights + Responsible for oversight of deposit product application fraud, trend identification and development of mitigation strategies to responsibly manage fraud risk. + Ensures effective governance and cadence on progress reviews, communication, stakeholder updates + Guarantees seamless hand off to operations team for new processes + Provide recommendations on mitigation efforts, ensuring monitors are in place, and will self-create initiatives as needed. + Collaborate with cross-functional teams to integrate fraud detection measures into existing systems and processes. + Stay abreast of industry trends, emerging threats, and technological advancements to continuously enhance fraud prevention methodologies. + Analyze data and conduct investigations to identify patterns, trends, and anomalies indicative of potential fraud. + Identifying new sources of data (internal or vendor-provided) that can enrich our existing detection processes, be added to our decision systems, and allow for new detection strategies to be developed. Will require close coordination with partners in Fraud Technology. + Ensuring proper risk controls are deployed, while adhering to best practices. + Provide oversight on defect reviews of 3rd party/scam loss cases to identify any gaps in Fraud strategy and/or procedural adjustments. + Providing fraud requirements, testing, and development of strategies for new project and endeavors + Design and monitor key fraud metrics and KPIs to evaluate the effectiveness of fraud prevention. + Monitor Strategy performance and Optimization of existing detection strategies to determine areas where rules can be adjusted to decline fewer false positives and improve the ROI and overall performance of our fraud strategies. + Identify process improvements and efficiencies via data analysis. + Partner with claims, policy, strategy, and product teams to deliver data insights and analysis that inform critical decisions and help achieve goals. **Required Qualifications:** + 3+ years of experience in SQL and SAS querying /coding + 3+ years of experience in fraud prevention and strategic risk mitigation + Intermediate Excel, PowerPoint and/or Tableau experience + Demonstrate strong analytical skills + Strong organizational and written / oral communication skills + Self-starter capable of generating meaningful work and driving results + Ability to work in a fast paced, dynamic environment + Strong strategic thinking skills with a track record of breaking complex problems down and developing clear strategy / action plans + Proven track record of proactively identifying optimization opportunities for existing processes + Ability to develop and/or optimize mitigation strategies or manage large fraud programs/initiatives + Aptitude for working across functional lines and organizational levels to drive results + Ability to present, lead, support, and influence senior management and business stakeholders **Desired Qualifications:** + BA/BS in Computer Science, Data Science, Statistics, or a related field + Business analysis / Consulting experience + Fraud subject matter expertise in these domains: KYC, KYB, Identity Theft, First Party Fraud and Synthetic Identities + 5+ years of SAS or SQL Coding experience + 5+ years of experience in fraud prevention and strategic risk mitigation + Background in Technology, Agile, Systems Integration Testing (SIT), or User Acceptance Testing (UAT) + Leadership and management skills, including development of teams and individuals + Experience with multiple banking products such as, Digital Money Movement (Zelle, ACH, Wires) Deposit (DDA, Checks), Cards (Credit and Debit) **Skills:** + Analytical Thinking + Business Analytics + Data and Trend Analysis + Fraud Management + Problem Solving + Collaboration + Innovative Thinking + Monitoring, Surveillance, and Testing + Presentation Skills + Risk Management + Data Visualization + Interpret Relevant Laws, Rules, and Regulations + Issue Management + Oral Communications + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $79k-106k yearly est. 1d ago
  • Teller Manager I(Lynngate)

    Eastern Bank 4.6company rating

    Lynn, MA job

    Hiring Range: $18.95 - $26.34 The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Responsibilities: In addition to personally performing routine teller duties, and under the direction of the Branch Manager and Assistant Branch Manager, manages the daily operations of a mid-to-large sized banking office teller line to include individual performance assessments for a staff of tellers. Identifies potential financial needs for customers and prospects and based on that identification, personally makes referrals to the platform and coaches' tellers on the referral process so that they also participate. Management responsibilities include setting and communicating performance standards, establishing strategies and employing tactics to achieve success, and coaching teller staff. May also participate in the recruitment and interview processes for new tellers. Acts in a management capacity with regards to reviewing and approving certain transactions above the limits and authority levels of teller staff. Maintains direct control of cash within prescribed limits and charged with mastering use of the cash forecasting system in an effort to maximize availability while minimizing risk. Following established policies and procedures, also personally performs routine teller duties as outlined: Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts Cash checks for customers and non-customers Process and properly record the sale of monetary instruments (i.e. official bank checks) Process foreign currency purchases and sales Redeem savings bonds Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments Process various types of loan payments Assist with providing customers with access to safe deposit area Actively engages in the sales process by identifying potential financial needs for customers and non-customers alike and makes appropriate referrals of such leads to the platform staff for follow-up. Also manages the tellers' participation in the referral process through monitoring and coaching. Balancing policy and procedure with appropriate judgement, makes decisions that are mutually beneficial to the bank and the customer. If written policy is unclear or there is any uncertainty, the teller manager should seek guidance from his/her assistant branch manager, branch manager, regional manager, or if necessary, Retail Administration. Qualifications: Enthusiastic individuals with strong interpersonal skills and a desire to be in the 'Customer Service' business are key requirements for this role. Basic business acumen and professionalism is a must. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Ability to build relationships and strong alliances across the organization is crucial. Ability to quickly learn and fully understand the regulatory and policy requirements related to teller and branch operations to ensure compliance. Incumbent must be outgoing, have excellent customer service skills and the ability to work in a fast-paced environment. Individual should be a self-starter and be technically literate. High school diploma or equivalent 1-2 years of banking or related job experience required 1 year supervisory experience required Working Conditions: Must be able to remain in a stationary position for long durations of time without a break. Incumbent must be able to transport items weighing 15 pounds or more.
    $19-26.3 hourly Auto-Apply 1d ago
  • AI/Computer Vision Engineer

    Discover International 4.4company rating

    Cambridge, MA job

    AI/Computer Vision Engineer - Cambridge, Boston (Hybrid) Join an elite innovation team driving next-generation medical robotics and AI solutions. This cutting-edge group focuses on early-stage breakthrough projects, transforming novel ideas into scalable, impactful technologies. Your Role: Develop advanced algorithms and software in a regulated medical environment. Design ML-based solutions for digital insights from medical imaging and robotic data. Define requirements, create test protocols, and support validation of new features. Collaborate with multidisciplinary teams across research, clinical science, regulatory, and business functions. Stay ahead of MedTech and AI advancements while contributing to intellectual property development. Work in state-of-the-art R&D labs in Cambridge, Massachusetts. You're the Right Fit If You: Have a strong background in machine learning, computer vision, and medical image analysis. Hold a Master's (3+ years of experience) or PhD in Computer Science, Biomedical Engineering, Robotics, or a related field. Are experienced with medical imaging technologies, image-guided therapy, and regulated medical device development. Possess exceptional programming skills (Python required, C++ preferred). Are self-motivated, adaptable, and excel in communication and problem-solving. This is a unique opportunity to shape the future of medical robotics and AI in a confidential, high-impact environment.
    $86k-109k yearly est. 1d ago
  • Treasury Management Officer - Commercial Bank

    Jpmorganchase 4.8company rating

    Boston, MA job

    Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills 6+ years of cash management, sales and relationship management experience Success developing new business with focus on prospecting utilizing strong selling and negotiation skills Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy Excellent verbal and written communication skills Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization Strong time management, organizational and planning skills Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills Bachelor's degree Certified Treasury Professional designation Strong creative solution and problem-solving abilities
    $90k-132k yearly est. Auto-Apply 40d ago

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