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Senior Associate jobs at Arrowstreet Capital - 115 jobs

  • Senior Associate, Primary Investments

    Harbourvest Partners (U.K.) Limited 4.5company rating

    Boston, MA jobs

    Senior Associate, Primary Investments page is loaded## Senior Associate, Primary Investmentslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: R1945**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.HarbourVest is currently seeking a Senior Associate to join its Primary Investment Group in Boston, MA. The Senior Associate role is a career-track position within HarbourVest's Primary Team. As a Senior Associate, you will be responsible for evaluating fund investment opportunities across the Venture Capital, Growth Equity and Private Equity markets, across a variety of sectors. As part of the evaluation process, you will be responsible for meeting with managers who are raising funds, creating detailed performance analytics including benchmarking and portfolio company underwriting, forming and articulating investment theses to our senior team, conducting reference calls with portfolio companies and presenting opportunities to our global Investment Committee. You will also be responsible for helping to source attractive Primary and cross-platform investment activities, and assist with core client-related initiatives.## The ideal candidate is someone who has:* Strong work ethic and ability to thrive in a fast-paced work environment* Proven leadership skills and ability to succeed working independently and in collaborative teams* Strong quantitative skills with deep experience in Excel* Excellent communication skills, both written and verbal* High level of maturity with ability to multi-task## What you will do:* Perform due diligence on Private Equity, Growth Equity and Venture Capital managers and fund opportunities, including preparing detailed performance and benchmarking analyses, participating in manager diligence meetings, making reference calls, and conducting independent research* Source and evaluate new Private Equity, Growth Equity and Venture Capital fund opportunities. Develop investment theses and present key findings to senior professionals. Prepare diligence material and present opportunities to the global Investment Committee* Complete special projects for internal usage and client requests, including industry research and market updates. Prepare materials for HarbourVest's Annual Meeting and other client meetings* Monitor primary fund investments through attendance at Annual Meetings, reviewing quarterly and annual reports, and participating in portfolio update calls. Build and enhance relationships with fund managers* Source and refer interesting direct equity, credit and secondary opportunities internally and facilitate/assist with the initial assessment of these opportunities* Work to build and expand your personal network and knowledge base through continuing to meet and work with professionals at HarbourVest## What you bring:* A strong work background in manager research, investment consulting, investment banking or related financial services* Excellent written and verbal communications skills* Strong quantitative skills with deep experience in Excel* A strong academic background with coursework in finance, business or accounting## Education Preferred* Bachelor of Arts (B.A), Bachelor of Science (B.S.), MBA or equivalent experience## Experience* 3-5+ years of work experience in manager research, private equity, investment consulting, investment banking or related financial services#LI-HybridHarbourVest is an independent, global private markets firm with over 43 years of experience and more than $138 billion assets under management as of September 30, 2024. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,200 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $59 billion to newly-formed funds, completed over $55 billion in secondary purchases, and invested over $40 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities. #J-18808-Ljbffr
    $112k-163k yearly est. 3d ago
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  • Senior Performance & Risk Analytics Associate: Institutions

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA jobs

    A leading global financial services firm in Boston seeks a Performance and Risk Analytics Associate. The role involves delivering advanced analytics, conducting comprehensive performance analyses, and engaging with clients to deepen relationships. Candidates should hold a Bachelor's degree and have at least 10 years of experience in performance analysis within financial services. Excellent communication skills and a proactive attitude toward client management are essential, along with a strong understanding of institutional fund accounting. Periodic travel may be required. #J-18808-Ljbffr
    $82k-130k yearly est. 22h ago
  • Senior Performance & Risk Analytics Associate: Institutions

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA jobs

    A leading financial services firm in Boston is seeking a Performance and Risk Analytics Associate to support institutional clients with advanced analytics throughout the investment lifecycle. This role involves representing the firm at client onboardings, conducting performance analyses, and building strong relationships within complex organizations. The ideal candidate has a Bachelor's degree in a relevant field and at least 10 years of experience in performance and risk analytics, alongside excellent communication skills. Opportunities to travel periodically for client engagements are also part of the role. #J-18808-Ljbffr
    $82k-130k yearly est. 22h ago
  • Oracle ERP Security & Controls Senior Associate

    RSM 4.4company rating

    Boston, MA jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM's ERP Risk and Automation practice is seeking an experienced Oracle Fusion Oracle ERP Cloud security & controls specialist with a strong background in functional security to join our team. The ideal candidate will have experience scoping and executing ERP security assessments, security role designs, Oracle ERP focused GRC implementations, and operationalizing Oracle user access management, and executing managed security services. This is an exciting opportunity to help grow our Charlotte market. The ERP and Automation Risk Consulting practice, assists with various consulting, internal, and external audit clients by bringing in-depth ERP security and controls, automation, and data analytics skills where needed. The practice performs security and controls designs/assessments, complex data analytics, GRC automation/implementation, security role design, security managed services, segregation of duties assessments, as well as ERP implementation risk reviews. Basic Qualifications: * Degree required * 2-3 years' experience in the Oracle security risk & controls experience with Oracle implementations designing Oracle security or serving as an Oracle security analyst * Exposure to Oracle functional automated controls * Technical exposure in the Oracle suite of applications including Oracle Cloud ERP, CRM, HCM, Procurement, SCM, and Oracle EBS. * Understanding of Oracle Cloud Functional Modules. Knowledge of various functional modules within Oracle Cloud, including Financials, Procurement, Human Resources, and Supply Chain Management. * Experience with Oracle Identity Management (OIM): Knowledge of Oracle Identity Management solutions, including user provisioning, identity governance, and access management * Experience in performing IT audits or recipient of an audit (ITGCs, Security, Controls) * Clear and concise communication skills. Ability to understand what to communicate to difference audiences * Highly organized with the ability to monitor engagement time and expenses * Ability to provide client status updates, review deliverables, maintain updates with the engagement supervisor timely and communicate client opportunities * Ability to put forth additional effort to meet deadlines when necessary Preferred Qualifications: * Demonstrated knowledge of using Oracle GRC tools, such as Oracle GRC, or Fastpath * Experience with data analytics tools (such as ACL or MS Access) performing complex queries * Team member of at least one Oracle implementation. * Experience with other ERP security would be nice to have. * Demonstrated knowledge of auditing Oracle automated business controls * 2 - 3 years of professional experience in public accounting or relevant compliance industry experience relating to Sarbanes Oxley (SOX) compliance or other COBIT/NIST/ISO frameworks * Experience with using and configuring Oracle Risk Management Cloud GRC solution (RMC). Proficiency in using and configuring Oracle Risk Management Cloud applications, including modules such as Financial Reporting Compliance, Advanced Financial Controls, and Access Certification. * Oracle-specific technical certifications (i.e. Oracle Risk Management Cloud Certified or other) Standards of Performance: * The successful candidate will have a high level of energy analytical, organized, and innovative problem solver * Ability to communicate effectively with a broad audience ranging from technical to non-technical * Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments * Possess strong business ethics and willingness to adhere At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $85.1k-161.7k yearly Easy Apply 60d+ ago
  • TAS Senior Associate - Financial Due Diligence

    Rsm 4.4company rating

    Boston, MA jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: Performs financial due diligence for clients who are acquiring and divesting businesses Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements Uses various software tools as designated by the firm Interacts with the other functional areas of the practice including tax, audit and other consulting practices Required Qualifications: A bachelor's degree, ideally with a major in accounting or finance Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm Excellent verbal and written communication skills Proficient with Microsoft Excel and Microsoft PowerPoint Ability to travel up to 10-15% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $81.4k-153.5k yearly Auto-Apply 5d ago
  • Senior Associate, Financial Due Diligence

    Audax Group 4.4company rating

    Boston, MA jobs

    Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website ******************* or follow us on LinkedIn. The Opportunity The Financial Due Diligence (FDD) team is part of Audax' Strategic Resources Group (SRG), which partners with deal teams and portfolio company management to drive value creation. In addition to FDD, the SRG team includes Portfolio Support, Capital Markets, Legal and Business Development - together, these teams bring specialized expertise to diligence, deal execution, and portfolio company initiatives. FDD specifically provides independent financial insights to support informed investment decisions and prepare portfolio companies for long-term growth and eventual exit. The Senior Associate, FDD will scope buy- and sell-side diligence procedures and provide proactive technical, commercial, and objective advice to deal teams. You will also help support and manage diligence service providers to enable consistent, responsive, and best-in-class execution while serving as a thought partner for portfolio company CFOs, controllers and FP&A leaders on financial reporting, technical accounting, and audit matters. This role will support the Flagship and Origins Funds. Responsibilities Diligence Execution and Review Scope, oversee and review buy- and sell-side financial diligence in partnership with the deal team, third-party service provider and target portfolio company Identify, assess and mitigate deal risks on an iterative basis through review of interim/final deliverables, seller's QofE reports, and management meetings; prepare internal summaries for the Investment Committee Evaluate service provider's proposed procedures and fee structure considering industry, deal size, target complexity and key risks Provide-deal specific insights (operational, management team, financial reporting, etc.) to the deal team and Portfolio Support teams (OCFO, OCIO and Generalists) based on diligence findings to support pre-close planning of Value Enablement, Protection and Creation initiatives. Ahead of any sell-side process, identify and advise on key diligence topics, engage third parties to support the process, and offer expert advice Service Provider Management Manage and maintain relationships with financial diligence and audit providers through regular pipeline and issue tracking calls Track service provider fee reporting Portfolio Company Support Serve as a thought partner to deal team and portfolio company CFOs, controllers and FP&A leaders on financial reporting, technical accounting, audit planning, and related matters Oversee diligence execution on add-on acquisitions and support management teams and deal teams during financial diligence Firm-level Support Work with third parties to prepare and deliver internal training materials (e.g. for the Early Career group) Contribute to strategic projects and firm-level initiatives that shape SRG, influence strategy and evolve processes. Prior examples include development of new tools, investment committee reporting, deal team training, CFO summit content, and investor materials. Qualifications Bachelor's degree in accounting, finance, or related field. CPA required. MBA preferred Demonstrated strong knowledge of GAAP, Corporate Finance, and Financial Reporting 5+ years in accounting/finance, with at least 3 years in financial due diligence (with strong preference for experience serving private equity clients) Strong project management capabilities and organizational skills, with the ability to manage multiple priorities in a fast-paced environment Demonstrated business acumen and strategic thinking Well-developed leadership, interpersonal skills and communication skills; ability to influence and collaborate across teams and multiple levels of stakeholders Self-starter and entrepreneurial For Massachusetts: The base salary range for this position is $160,000- $185,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Audax Management Co. is an equal opportunity employer. Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.
    $160k-185k yearly Auto-Apply 60d+ ago
  • Sr. Reporting Associate

    Panagora Asset Management 4.2company rating

    Boston, MA jobs

    Founded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges. We seek to provide investment solutions using sophisticated quantitative techniques that incorporate fundamental insights and vast amounts of market information. While PanAgora's investment strategies are highly systematic in nature, the processes deployed within these strategies are built and overseen by talented professionals with significant and diverse investment experience. Innovative research plays a central role in our investment philosophy and process, and is an essential component of our firm's ability to deliver attractive investment solutions. Investment teams are organized into an Equity Strategies group and a Multi Asset Strategies group. Most investment team members are engaged in original research using fundamental intuition, market intelligence, modern finance and scientific methods. We are committed to providing clients with reliable investment processes, consistent performance, transparency, and access to our investment resources. Our client base is comprised of institutional investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates. The Senior Reporting Associate is a key member of the Reporting Team, responsible for producing, maintaining, and distributing recurring and ad hoc reports for clients, consultants, and prospects. This role focuses on ensuring the timely delivery and accuracy of reporting deliverables, maintaining report details in internal tracking systems, and supporting the overall reporting infrastructure through quality control and process management. Working closely with internal stakeholders, the associate will publish reports to the Client Reporting Portal, manage vendor relationships, and contribute to new report development and enhancements. The role also supports broader reporting needs such as the preparation of presentation materials, factsheets, and client/consultant questionnaires. This position requires strong organizational and time management skills, attention to detail, and the ability to handle multiple priorities under tight deadlines. The associate is expected to become a subject matter expert in reporting tools and systems, ensuring accuracy, consistency, and continuous improvement across all reporting functions. Primary Duties and Responsibilities Produce and disseminate recurring and ad hoc client, consultant, and prospect-driven reporting deliverables. Meeting all internal and external deadlines for reporting, adhering to weekly, monthly, and quarterly schedules. Within a timely manner, publish all reports to the Client Reporting Portal and send email notifications to clients via the portal. For clients with specific deliverable requests, ensure that all requirements are met. Maintain report details in the Report Tracking System, including report type, deadlines and portal details within the Report Tracking system. Maintain reporting requirements within the Client Reporting Portal. Perform operational tasks and activities to support management of task list and client follow ups. Collaborate with and support other team members on new report creation and other projects. Become a subject matter expert on relevant client reporting tools and data applications. Maintain quality control, ensuring on-time delivery and report accuracy. Build and maintain a relationship with the reporting / material creation vendor and oversee updates to existing reports and creation of new reports. Additional/Potential Duties and Responsibilities Generate regular deliverables for the Global Distribution Team, such as standard presentation books, and product factsheets. Complete ad hoc requests for pitchbooks, factsheets, and client review books (CRBs). Coordinate client and consultant questionnaires with a focus on accuracy and timeliness, ensuring drafts are reviewed by the internal stakeholders before submitting them to compliance and delivering final responses by the deadlines. Work with subject matter experts to draft responses not available in RFP Library. Assist with data gathering and/or population of consultant and third party databases. Essential Skills: Undergraduate degree in business, marketing, communications or finance preferred 3-5 years' experience at an asset management firm or relevant experience Strong organizational and time management skills, ability to multi-task Flexibility to handle changing priorities, pressure, and short deadlines Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Proven ability to work collaboratively within a team, while also excelling in independent tasks. Experience with Report Creation Tools a plus (VisionFI / Assette / Seismic) Salary Range: 80,000 - 105,000 Disclaimer: The posted salary range represents the company's good faith estimate of the compensation for this position at the time of posting and the same is not a promise of a particular wage for any individual. Actual compensation may be dependent on a variety of factors including, but not limited to, the candidate's experience, education or skills, and other factors. **PanAgora is an equal opportunity employer and provides equal employment opportunities to job applicants and employees without regard to race, religion, sex, marital status, color, national origin, age, physical or mental disability, veteran status, pregnancy, ancestry or sexual orientation. PanAgora is committed to maintaining an environment that is free from discrimination as well as adhering to applicable federal and state laws.
    $111k-172k yearly est. Auto-Apply 7d ago
  • Senior Associate, Finance Private Debt

    Audax Group 4.4company rating

    Boston, MA jobs

    Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website ******************* or follow us on LinkedIn. Based in New York, Audax Private Debt is a leading debt capital partner for North American middle market companies. Since its inception in 2000, the firm has invested more than $42 billion in support of over 290 private equity sponsors. Audax Private Debt works collaboratively to build tailored financing solutions for its clients through a comprehensive range of offerings that includes first lien, stretch senior, unitranche, second lien, and subordinated debt, as well as equity co-investments. Audax Private Debt is an experienced and trusted partner with senior leadership averaging more than 26 years in private credit and 15 years working together at the firm through multiple economic cycles. For more information, please visit audaxprivatedebt.com or follow us on LinkedIn. This role is based in the Boston office of Audax Private Debt POSITION SUMMARY: The position is responsible for the accounting and reporting for Private Debt. Private Debt Origination invests in junior/unitranche debt and equity securities of middle market companies that are owned by private equity firms. The candidate will provide financial support to Private Debt Origination, FP&A, Tax, and Investor Relations teams through the timely and accurate completion of investment and financial reporting, compliance with accounting standards and legal requirements, and review of financial and operational controls. RESPONSIBILITIES: Preparation of quarterly and annual financial statements of various Private Debt funds Review fund administrator's work on various Private Debt funds All accounting, reporting, and compliance of certain Private Debt funds Administration of these funds: prepare, coordinate, calculate capital calls and distributions Work with Investor Relations group in preparing fundraising offering materials and in providing information for due diligence requests, including fund performance data, fee information and underlying portfolio financial information Work closely with firms outside auditor in preparation of year-end audited financials Work with tax group in preparing quarterly tax estimates as well as year-end tax allocations Cash monitoring and reconciliation with bank Track and update the portfolio of investments for the Various Private Debt funds Track interest payment receipts across portfolio Account for daily activity in the general ledger and portfolio accounting system COMPETENCIES: Self-starter with ability to work independently and in a team environment Ability to work in a fast-paced environment Ability to adapt in a dynamic environment and manage competing priorities Demonstrated consistency in meeting deadlines with quality work product Effective communication skills and ability interact with Senior Management and outside parties Strong organizational skills Professional and energetic attitude REQUIREMENTS/QUALIFICATIONS: Bachelor's in accounting 5-8 years' experience primarily focused on partnerships and investment (public accounting experience with private debt clients strongly preferred) Strong GAAP financial reporting experience Expert knowledge of Microsoft Office suite (Excel, Word, etc.) Investran experience a plus Excellent verbal and writing skills CPA or advanced certification a plus LOCATION: Boston, MA. 3 days/week in office. These in office requirements may change based on the needs of the business. OTHER DUTIES: This is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice. For Massachusetts: The base salary range for this position is $99,000- $155,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Audax Management Co. is an equal opportunity employer. Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.
    $99k-155k yearly Auto-Apply 39d ago
  • Executive Assistant Sr. Associate- Financial Consulting

    Rsm 4.4company rating

    Boston, MA jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. The executive assistant sr associate will provide highly skilled and efficient support to one or more RSM leaders and/or their teams. This position is responsible for the execution of all day-to-day activities, including strategic calendar and schedule management, execution of travel arrangements/expense reimbursement and coordination of logistics for internal and external meetings. May assist with proofreading communications, compiling reports and other special projects as needed. This position works closely with key stakeholders to build strong relationships across the enterprise and ensure that assigned projects are prioritized, scheduled, and executed appropriately. The executive assistant sr associate will demonstrate more advanced experience by working closely with a manager or manager lead, and other ESS and firm leadership on helping identifying process improvement opportunities and efficiencies for leadership support and will provide quality and consistent support throughout the firm in accordance with RSM policies. In collaboration with the executive assistant manager, this position is responsible for, training, development, and mentorship of other leadership support team members. This position requires a high level of professionalism, confidentiality, and a sense of urgency. The ability to problem solve and work independently is required. The executive assistant sr associate may also be an idea generator in the creation and development of administrative processes. Serve as the point person to maintain all calendar appointments and ensure meetings are scheduled in advance and prioritized accordingly. Coordinate all travel arrangements (flights, cars, hotels and meals, etc.). Submit expense reports in a timely manner. Be responsible for meeting management administration, including handling all meeting invitations and logistics, tracking attendees, creating agendas/developing content, taking notes and following up with action items. Maintain daily, weekly and monthly to-do lists, with follow-ups accordingly. Begin to anticipate needs and independently apply a systematic approach toward achieving desired outcomes. Routinely handle confidential correspondence. Delegate or take ownership of projects and/or events as assigned, including conducting research, establishing timelines, organizing details, and following through with execution. Create and maintain documentation to identify, plan and follow up on active assignments for leaders and other contributors. Prepare and proofread information, including correspondence, PowerPoint slides, handouts, and spreadsheets, ensuring a professional and consistent appearance. Independently compile data from a variety of resources and prepare appropriate reports and/or documentation. Review work product of executive assistants, ensuring quality and consistent deliverables. Review invoices and/or charges on firm-issued purchasing card for accuracy and reconcile in a timely manner, as needed. Serve as a knowledge resource for leaders/teams with questions on established processes to deliver a consistent and positive experience. Act as a liaison between ESS and other firm client service departments and/or others outside of the firm as appropriate. Share advanced knowledge of firm systems, tools, and industry knowledge when appropriate. Begin to build strong relationships within their leader's line of business, firm client service and ESS to ensure constant alignment between the needs of the business, the needs of ESS and our clients, both internal and external. Train and mentor other team members and provide input on the development of training as appropriate. Collaborate with other Executive Assistants and the Executive Assistant Manager to identify and recommend best practices May serve as a mentor to other team members, providing feedback and recognition, exposure, and experiences on-the-job, and "coaching moments" in the flow of work. Perform other duties as assigned. EDUCATION Associate degree or 2+ years of experience in related field EXPERIENCE 4+ years of relevant experience in a related field or area 2+ years of increasing responsibility 1 to 3 years of demonstrated experience managing multiple projects of low to moderate risk Ability to interact with multiple levels of leadership. TECHNICAL/SOFT SKILLS (REQUIRED) Advanced Microsoft Office skills, ability to learn programs/software utilized by the firm Ability to communicate effectively with a diverse audience Demonstrated ability to apply technical/procedural requirements of the position based on knowledge and experience within specialization Effective organization, prioritization and time management skills and strong attention to detail Excellent people skills Strong grammar and proofreading knowledge and experience. Ability to prepare presentations including charts, graphics and tables, speaker notes and handouts, etc. Adept at managing multiple tasks and projects Ability to manage workflow and expectations with team members, as well as provide guidance/training as needed Demonstrated ability to impact and influence a diverse population Demonstrates professional judgement and emotional intelligence SPECIAL REQUIREMENTS SPECIFC TO JOB Must be punctual and able to adapt to changing schedules. Ability to convey instructions clearly and concisely and be responsive when required Maintains professionalism in demeanor, conversation and attire. LEADERSHIP SKILLS (REQUIRED) Ability to direct and analyze the results of programs, projects or assignments Ability to respond positively to changing circumstances, serve as a model of the change, while having quality-conscious client service, decision-making, conflict resolution and critical thinking skills. Ability to facilitate discussions with leaders Ability to lead by understanding team dynamics. Ability to manage at a macro level and identify when a refined approach is necessary. Ability to attract, lead, motivate and retain team members, including providing guidance and feedback Helps build a diverse and inclusive culture in the workplace by cultivating a safe environment to ask questions, share innovative ideas and make suggestions; provides coaching on an informal basis Demonstrates ability to build trust and provide leadership within the team Provides on-the-job training and directs others to relevant development opportunities Works collaboratively with peer group to provide support across the enterprise particularly during peak times Works collaboratively with subfunction leadership to provide input and support during the business planning process PREFERRED REQUIREMENTS Experience with project management tool(s) This position can sit in any location within the East Coast and the Central Time Zones. There is an expectation that your first ninety days of employment will be in-office five (5) days per week. After those 90-days, you will have the ability to work a hybrid schedule, minimally with three (3) days in-office At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $61,400 - $101,800
    $61.4k-101.8k yearly Auto-Apply 5d ago
  • Senior Associate - Data Platforms & Operations (Snowflake/AWS)

    Banco Santander 4.4company rating

    Quincy, MA jobs

    Senior Associate - Data Platforms & Operations (Snowflake/AWS) Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Senior Associate - Data Platforms & Operations will play a key role in supporting the Director of Data Platforms and Data Operations across Santander's Enterprise Data Warehouse (EDW) and Data Lake environments. This position is responsible for ensuring the stability, reliability, and performance of critical data platforms that serve as the backbone for enterprise analytics and business intelligence. The ideal candidate will bring 8-10 years of experience in data operations, production support, and data integration within large-scale enterprise environments. The role requires a mix of technical expertise, operational excellence, and leadership capability to oversee a distributed team of contractors both onshore (U.S.) and offshore (India). Key Responsibilities: Operational Support Monitor and manage daily data batch processing for the Enterprise Data Warehouse (EDW) and Data Lake environments. Provide production support, troubleshoot incidents, and ensure timely resolution of issues. Perform root cause analysis and implement permanent fixes for recurring production incidents to reduce downtime. Execute pre-batch activities and validations for scheduled data loads and processing requests. Support production deployments, perform validation checks, and ensure smooth platform operations post-deployment. Incident Management Identify, investigate, and resolve data quality issues across multiple data ingestion sources and pipelines. Apply data fixes and corrective actions to ensure data integrity and availability. Collaborate with development and QA teams to ensure consistent regression testing for all source system application changes. Enhancements & Change Management Deliver small to medium enhancements requested by CIO and business teams to meet evolving reporting and data requirements. Handle change requests and ensure all updates adhere to established change control processes. Participate in operational readiness reviews and ensure seamless integration of changes into production. Leadership & Collaboration Lead and manage a team of external contractors, ensuring productivity and quality across onshore and offshore teams. Act as a bridge between technical teams, business users, and leadership, ensuring effective communication and alignment of objectives. Mentor junior staff and promote best practices in production operations and incident management. Technical Environment & Tools: Enterprise Data Warehouse (EDW): Snowflake (primary data warehouse platform) Informatica IDMC Data Integration (ETL/ELT processes) Data Lake: AWS Stack: S3, EMR Serverless, Athena Orchestration: Control-M (job scheduling and orchestration) What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent work experience: Computer Science Engineering or an equivalent discipline. - Required. 9+ years of experience in data operations, production support, or data engineering within enterprise-scale environments. - Required Strong experience supporting Snowflake and Informatica IDMC (or equivalent data integration platforms). Hands-on experience with AWS data services (S3, EMR, Athena) and orchestration tools like Control-M. Proven track record in managing distributed teams (onshore/offshore model). Solid understanding of data quality, incident management, and change control best practices. Strong analytical and problem-solving skills with an emphasis on automation and operational efficiency. Excellent communication and stakeholder management skills. Preferred Skills: Experience in banking or financial services industry. Knowledge of ITIL processes and experience in structured incident/change management environments. Familiarity with DevOps practices for data operations and automated testing frameworks. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $101,250.00 USD Maximum: $175,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $101.3k-175k yearly Auto-Apply 60d+ ago
  • Sr. Associate, Product Management, Coconut Grove, Miami, FL

    Banco Santander 4.4company rating

    Boston, MA jobs

    Sr. Associate, Product Management, Coconut Grove, Miami, FLCountry: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Associate, Product Management leads product development and marketing processes for one large-sized product or two or more medium-sized products. The incumbent liaises with cross-functional teams to provide products that address client needs. The Sr. Associate, Product Management allocates work within a team/project. In addition, they lead sessions on the design and development of product marketing strategies for one large-sized product or two or more medium-sized products. Assists in leading cross-functional sessions with teams such as Development and Marketing. Uses high familiarity with product competitors, consumer trends, and market status to analyze and review reports compiled by more junior analysts. Summarizes findings and may provide recommendations for management review. Analyzes and defines the product's business case based on team and industry reports. Prioritizes product requirements and further investigates product feasibility. Responsible for addressing customer feedback and concerns. Assists in determining product responsibilities and scope. Contributes to the achievement of related teams' objectives. Works closely with business partners to understand business processes and value chain to align solutions to business need and priority. Develops and maintains the product roadmaps and platform strategy. Differentiates services for strategic tools based on business needs. Stays current with industry trends and emerging technology in the domain. Develops consultative services and innovative capabilities for core solutions. Evolves the organization structure to create efficient and consistent services to our partners, including speed to market, cost reduction, and a focus on elimination of duplicative systems across the environment. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Business, Finance or equivalent field. - Required. 9+ Years Related work experience. - Required. Solid understanding the impact of regulatory changes to the products. Demonstrated understanding of product development life cycle. Strong analytical skills/financial acumen. Demonstrates the ability to create strategic plans and lay out a strategic course of action to drive future business growth for a specific product. Self-starter: forward thinking, with a positive/can-do attitude. Demonstrates the ability to translate customer needs into marketable product features. Ability to communicate effectively to internal teams, key partners and executive management. Demonstrates the ability to translate client needs into marketable product features. Secure SDLC (System Development Life Cycle) methodologies experience. Ability to interact with integrity and a high level of professionalism with all levels of team members and management. Excellent verbal, written, and interpersonal communication skills. Strong project management skills. Experience with Waterfall and Agile project methodologies. Experience with Agile Scrum (Daily Standup, Sprint Planning and Sprint Retrospective meetings) and Kanban. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $93,750.00 USD Maximum: $165,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $93.8k-165k yearly Auto-Apply 7d ago
  • Senior Associate - CyberOps & Assurance (Incident Response)

    American Express 4.8company rating

    Boston, MA jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** American Express is on a mission to provide the world's best customer experience every day. Rooted in this vision is the work of the Technology Risk & Information Security organization, empowering the company to deliver superior service through trust, security, and safety. Our culture is centered around passion, curiosity, and courage, enabling you to innovate and evolve a Fortune 100 company. You can help us achieve this mission! Are you ready to protect one of the most admired brands from today's, and tomorrow's advanced threats? American Express seeks to recruit a passionate, and experienced security analyst for its security operations & incident response team. This is a hands-on, technical role performing incident response activity ranging from pre-incident (preparation), active incident, to post incident. You will be a key technical resource in conducting investigations, performing analysis, identifying TTPs, building the attack narrative, and taking response actions. You are a motivated professional that will assist with people, processes, and technology that empowers the team to investigate sophisticated threats. This role requires critical thinking, innovative problem solving, leading analysis, and effective communications. **Responsibilities** + Perform triage and analysis for cyber security events across multiple platforms using data across diverse sources (e.g., firewalls, EDR, IDS/IPS, identity, application logs). + Recognize attacker tactics, techniques, and procedures as well as Indicators of Compromise (IOCs) / Indicators of Attack (IOAs) that can be applied to current and future investigations. + Investigate and respond to cyber security incidents, supporting all stages of the incident lifecycle including identification, containment, eradication, and recovery efforts. + Contribute to team projects, process improvement, and development of new capabilities. + Curate a world class security operations and incident response team with a relentless focus on innovation and continuous improvement. + Assess and develop incident response best practices to help mature the overall security operations of the organization. + Make recommendations for improving enterprise risk posture based on individual research and technical expertise. + Stay current on industry trends, attack techniques, mitigation techniques, and security technologies. + Produce high-quality written and verbal reports, recommendations, and actions. **Minimum Qualifications** + 1-3 years of experience in information security + Solid foundation of network and application protocols and concepts (tcp, ip, dns, http, dhcp, etc). + Experience with various network and/or host-based security tools to detect and respond to security events. + Experience with log analysis using SIEM/SOAR platforms. + Theoretical and practical security knowledge and investigation experience with Mac, Linux, and Windows operating systems, as well as cloud environments. + Theoretical and practical knowledge in Incident Response lifecycles + Strong analytical, documentation, and communication skills. + Applicable certifications such as Security , CySA , GSEC, GCIH, GCIA, CEH, CISSP **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Security **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023610
    $89.3k-150.3k yearly 6d ago
  • Audit Senior Associate

    Arc Group 4.3company rating

    Boston, MA jobs

    Job DescriptionAudit Associate Boston, MA (Hybrid 2 Days In Office) ARC Group is currently recruiting for a well-known public accounting firm for an Audit Associate role in Boston, MA. In this role, youll engage with clients to understand their operations, processes, business objectives, and risks, applying that knowledge to enhance financial statement audits. Youll work collaboratively with your engagement team, leveraging modern audit technology and resources to excel. From day one, youll have access to mentors, training programs, resource groups, and career development opportunities to grow your skills and advance your career confidently. Key Responsibilities: Communicate clearly with clients about engagement expectations and provide guidance on accounting, financial, and regulatory developments that may impact their organization. Plan, execute, and complete financial statement audits while managing engagement budgets; take on in-charge responsibilities as needed. Train and supervise audit associates and interns, providing regular feedback to support their professional growth. Design audit procedures with your team using technology and innovation tools; research accounting and auditing matters and document conclusions. Work at client sites, in the office, or remotely. This role is hybrid with 2 days in the office per week. Participate in recruiting and professional networking events to represent the firm. Build technical and professional expertise through formal training programs. Perform other duties as assigned. Required Qualifications: Bachelors degree in Accounting, Economics, Finance, Mathematics, or related disciplines. Minimum of 2 years of progressive public accounting experience with in-charge auditing responsibilities. Meet the educational requirements for CPA certification in the applicable state or be CPA-eligible. Strong analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB standards. Excellent verbal and written communication skills. Ability to manage multiple engagements and competing priorities. Willingness to travel up to 25%. Preferred Qualifications: Exposure to automation and digitization tools in audits or professional services. Experience managing and supervising teams.
    $100k-155k yearly est. 30d ago
  • Sr. Associate, Client Advisor

    SCS Financial 3.9company rating

    Boston, MA jobs

    SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship management , investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow, philanthropy and investments. This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The ideal candidate is intellectually curious, analytically strong, and capable of managing multiple priorities in a fast-paced, collaborative environment. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis and family office services, with a long-term pathway to becoming a lead advisor. This role is based in Boston, MA or Portsmouth, NH. Primary Responsibilities Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients. Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client's goals. Conduct financial analyses and prepare customized reporting packages, including cash flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews and tax analysis. Assist with the development of client presentation materials and participate in client meetings when appropriate. Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations. Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures. Maintain accurate and up-to-date client records, documentation, and reporting within CRM and portfolio systems. Support the preparation of proposals and investment materials for prospects and existing clients. Identify process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency. Qualifications Bachelor's degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred. CFP or Masters in Financial Planning strongly preferred 4-5+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients. Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families. Prior experience working with custodians such as Fidelity, Schwab, or Pershing. Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling). Excellent organizational and communication skills; ability to present complex information clearly and professionally. Detail-oriented and solutions-driven, with a high standard of client service and discretion. Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision. The annualized base pay range for this role is expected to be between $90,000-115,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-SF1 SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
    $90k-115k yearly Auto-Apply 4d ago
  • Private Client Senior Relationship Associate

    Brown Advisory 4.9company rating

    Boston, MA jobs

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Position Summary Private Client Service provides highly customized and comprehensive service and solutions to our clients. As a key member of this team the Senior Relationship Associate engages directly with clients to proactively address their needs and coordinate prompt, accurate and thorough resolution to their inquiries. In addition, the Senior Associate works closely with Private Client Relationship Advisors, Portfolio Managers and Strategic Advisors to facilitate a broad range of investment, trust and planning activities for clients. The primary duties and responsibilities include but are not limited to: * Work in close collaboration with Private Client Relationship Advisors, Portfolio Management, Strategic Advisory and Operations teams to provide a high quality, well-integrated service experience to Brown Advisory clients. This includes: * Manage all aspects of client onboarding including custodian selection, documentation collection, account funding, online enrollment and implementing fee arrangements. * Build rapport with clients, as well as their outside advisors, (accountants, attorneys.) Assure prompt, accurate fulfillment of all client requests and inquiries. * Understand fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients. * Coordinate gifting activities including processing cash and in-kind gifts; producing gift letters, Crummey notices. * Understand the advisory fee calculation process and ensure fee arrangements are implemented correctly. * Establish strong working relationships with Client Service team members as well as partners across the organization. Take initiative to develop junior team members. * Contribute to ad-hoc projects and ongoing business improvement efforts as needed. Qualifications: * Bachelor's degree required; 5+ years of relevant experience in a client-facing role * Proven ability to build rapport and foster trust with clients and their outside advisors * Ability to multi-task and adapt to changing priorities to meet client demands * Demonstrates professional maturity and discretion in handling confidential and delicate client issues * Collaborative team-player; self-motivated with a strong work ethic * Highly organized work style; detail-oriented and accurate * Excellent communication skills, both verbal and written * Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency * Ability to understand complex documentation related to account structures, trusts, etc. * Experience with trust administration and fiduciary functions is a plus * Ability to work in our Boston office location Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Salary: $85-105k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable). Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $85k-105k yearly Auto-Apply 60d+ ago
  • Sr. Associate, Client Advisor

    Gelfand, Rennert & Feldman 4.1company rating

    Boston, MA jobs

    SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship management , investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow, philanthropy and investments. This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The ideal candidate is intellectually curious, analytically strong, and capable of managing multiple priorities in a fast-paced, collaborative environment. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis and family office services, with a long-term pathway to becoming a lead advisor. This role is based in Boston, MA or Portsmouth, NH. Primary Responsibilities Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients. Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client's goals. Conduct financial analyses and prepare customized reporting packages, including cash flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews nd tax analysis. Assist with the development of client presentation materials and participate in client meetings when appropriate. Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations. Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures. Maintain accurate and up-to-date client records, documentation, and reporting within CRM and portfolio systems. Support the preparation of proposals and investment materials for prospects and existing clients. Identify process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency. Qualifications Bachelor's degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred. CFP or Masters in Financial Planning strongly preferred 4-5+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients. Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families. Prior experience working with custodians such as Fidelity, Schwab, or Pershing. Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling). Excellent organizational and communication skills; ability to present complex information clearly and professionally. Detail-oriented and solutions-driven, with a high standard of client service and discretion. Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision. About SCS Financial SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. The annualized base pay range for this role is expected to be between $90,000-115,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-SF1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
    $90k-115k yearly Auto-Apply 4d ago
  • Senior Associate Commissioner for Strategy, Monitoring and Compliance

    Commonwealth of Massachusetts 4.7company rating

    Everett, MA jobs

    The Education Secretariat is committed to equity and valuing the unique and diverse characteristics and experiences of every member of its workforce. We encourage an authentic workplace where colleagues show up as their full selves and where collaboration, innovation, and connections are key to realizing our mission that all children, youth, and families thrive socially, academically, and economically. We seek teammates committed to promoting a diverse and inclusive work environment where everyone is valued and engaged. We encourage you to apply and identify your strengths in these areas. Educational Vision of the Massachusetts Department of Elementary and Secondary Education: Our educational vision describes the Department of Elementary and Secondary Education's (DESE) aspiration for elementary and secondary public education and adult basic education in the Commonwealth of Massachusetts. This vision is anchored in our commitment to high-quality teaching and learning in the Commonwealth. We will continue to work with districts, schools, and educators to promote teaching and learning that is antiracist, inclusive, multilingual, and multicultural; that values and affirms each and every student and their families; and that creates equitable opportunities and experiences for all students, particularly those who have been historically underserved. For more information on our vision, click here. The Senior Associate Commissioner of Strategy, Monitoring and Compliance is a senior level position, serving on cabinet, and reporting to the Deputy Commissioner. The Senior Associate Commissioner of Strategy, Monitoring and Compliance will be responsible for three large offices at DESE\: the Office of Public School Monitoring, the Office of Problem Resolution and the Office of Planning, Strategy, and Research. The role will be to coordinate efforts across these three offices to align the fiscal and programmatic monitoring efforts of DESE, to implement the DESE's research agenda aligned to the Commissioner's strategic vision, to oversee DESE's federal grants office, and to coordinate DESE's response to general education complaints made to the Problem Resolution system. This position will be responsible for providing cabinet-level oversight of DESE's statewide monitoring activities to ensure compliance with applicable laws and regulations. For the Office of Public School Monitoring, this is done through reviews of special education and civil rights policies, procedures, and practices in order to support district efforts to build equitable and inclusive educational systems that meet the diverse needs of all students. For the Office of Planning, Strategy, and Research, this is done through programmatic and fiscal monitoring of district's federal entitlement grants and district plans associated with the implementation of the state Student Opportunity Act. This role requires supporting the reporting offices in interpreting and applying complex federal and state requirements consistently across diverse educational settings; identifying areas of noncompliance, issuing findings, and developing corrective action plans that address both procedural and systemic issues; and providing targeted technical assistance and guidance to support districts in achieving sustained compliance and improving outcomes for students. This role will provide cabinet-level oversight of non-special education complaints and complaints against DESE itself filed with DESE's Problem Resolution System. The Problem Resolution System ensures that students, families, school districts, and other community members have easy access to information regarding learners' rights and educational options and to a forum for the resolution of disputes that is prompt, accurate and fair. The Senior Associate Commissioner will be asked to implement systems and practices to respond to complaints in a timely and efficient manner. Coordinating with the Senior Associate Commissioner of Special Education, the Senior Associate Commissioner of Strategy, Monitoring and Compliance will support coordination with OSEP as the Department develops and implements improvements related to General Supervision that OSEP will review during a scheduled onsite monitoring visit in 2026. This role will align the Department's research agenda with the Commissioner's strategic vision by partnering with the education research community to evaluate DESE initiatives, identify specific areas of value-add, and identify areas of future collaboration. Finally, the Senior Associate Commissioner of Strategy, Monitoring and Compliance will direct specific interoffice initiatives that require a high level of oversight and coordination to implement the strategic vision of the Commissioner. Key Job Responsibilities: Provide administrative leadership and supervision to assigned unit offices, including the development of operational plans, oversight of day-to-day operational activities, allocation of budgetary and staffing resources, and supervision and mentoring of subordinate managers to attain goals. Strategic planning, including the evaluation of existing programs and the development of new programs, initiatives, and activities to achieve the Department's mission and/or improve the efficiency and effectiveness of Department operations to positively impact students. Direct oversight and leadership responsibility of major projects assigned by the Commissioner and/or Deputy Commissioner which involve staff from other Department units and/or staff from other agencies. Provide oversight and direction on policy development and implementation on Public School Monitoring. Problem Resolution, and Planning, Strategy, and Research programming across the agency including coordination across offices within DESE who support data and Public School Monitoring, Problem Resolution, and the Office of Planning, Strategy, and Research. Support the coordination and development of policy related to key governmental agencies and bodies, including the Board of Elementary and Secondary Education Maintain a high level of expertise in the assigned areas of work, including attendance at national conferences, review of relevant research and studies, and discussions with officials in the U.S. Department of Education and other state education agencies, to ensure that Department programs and activities are informed by data-driven research and best practices. Ensure that supervised staff, staff elsewhere in the Department, and outside stakeholder groups are communicating effectively and working together in a productive, collegial relationship. Other duties as assigned by the Commissioner and Deputy Commissioner (e.g. responding to constituents, presenting at Board meetings, etc.) Represent DESE at meetings with external groups as needed. Based on assignment, travel throughout the Commonwealth may be required. The position will report to the Everett office 5 days/week. Questions regarding this posting or the application process should be referred to Maureen O'Brien @ maureen.t.o'************** Preferred Qualifications: · Thorough understanding of public policy and educational practice at the district and state level; · Experience and demonstrated knowledge of education school programming, state and federal education laws. roles, and policies and general supervision; · Ability to articulate a clear vision of high-quality education for all students; · Experience in implementing state and federal laws and program standards; · Excellent communication skills and ability to effectively establish dialogue with all stakeholder groups; and, · Experience and background in a leadership position in school or district or educational organization. · 5-10 years of experience with senior level leadership in an educational setting; · Extensive experience in education policy development and program implementation; · 5-10 years of experience supervising professional education-related staff. Apply for a Job Apply for a Job for JAWS Users Create a Profile Create a Profile for JAWS Users System Requirements Tell us about a friend who might be interested in this job. All privacy rights will be protected. MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) seven (7) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in business administration, business management, public administration, public management, clinical administration or clinical management of which (B) at least four (4) years must have been in a managerial capacity. 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.
    $108k-162k yearly est. Auto-Apply 42d ago
  • Senior Associate Commissioner for Special Education

    Commonwealth of Massachusetts 4.7company rating

    Everett, MA jobs

    Apply for a Job Apply for a Job for JAWS Users Create a Profile Create a Profile for JAWS Users System Requirements Tell us about a friend who might be interested in this job. All privacy rights will be protected. MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) seven (7) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in business administration, business management, public administration, public management, clinical administration or clinical management of which (B) at least four (4) years must have been in a managerial capacity. 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. The Education Secretariat is committed to equity and valuing the unique and diverse characteristics and experiences of every member of its workforce. We encourage an authentic workplace where colleagues show up as their full selves and where collaboration, innovation, and connections are key to realizing our mission that all children, youth, and families thrive socially, academically, and economically. We seek teammates committed to promoting a diverse and inclusive work environment where everyone is valued and engaged. We encourage you to apply and identify your strengths in these areas. Educational Vision of the Massachusetts Department of Elementary and Secondary Education: Our educational vision describes the Department of Elementary and Secondary Education's (DESE) aspiration for elementary and secondary public education and adult basic education in the Commonwealth of Massachusetts. This vision is anchored in our commitment to high-quality teaching and learning in the Commonwealth. We will continue to work with districts, schools, and educators to promote teaching and learning that is antiracist, inclusive, multilingual, and multicultural; that values and affirms each and every student and their families; and that creates equitable opportunities and experiences for all students, particularly those who have been historically underserved. For more information on our vision, click here. The Senior Associate Commissioner of Special Education is a senior level position, serving on cabinet, and reporting to Deputy Commissioner Robert Curtin. The Senior Associate Commissioner of Special Education will directly supervise four special education-related offices (Approved Special Education Schools, the Problem Resolution System, Special Education in Institutional Settings, and Special Education Planning and Policy). The role will be to coordinate efforts across these four offices and to coordinate closely with the Monitoring and Compliance Unit so that the Department provides coherent and consistent supports for students with disabilities throughout the Commonwealth. The Senior Associate Commissioner of Special Education will organize coordination meetings of the directors and assistant directors of those four teams, data review meetings with the leaders of the four special education offices and the Bureau of Special Education Appeals (three times per year), and quarterly all special education staff meetings. Special Education in Institutional Settings provides direct services to students in facilities maintained by the Department of Corrections, the Department of Mental Health, the Department of Public Health, and the Department of Youth Services and is the only instance in which the Department is ensuring the actual provision of educational services for students, similar to school districts. The Senior Associate Commissioner of Special Education will be needed to provide oversight and direction for those services, which is a unique undertaking for Department staff. In addition, the Senior Associate Commissioner of Special Education will represent the Department in regular coordination meetings with special education advocacy and professional organizations. The Senior Associate Commissioner of Special Education will also serve as the Commissioner's designee to the Autism Commission and will co-chair the Ages 0-14 Subcommittee of the Autism Commission. The Senior Associate Commissioner will also serve as the Commissioner's designee to the Bureau of Special Education Appeals (BSEA) Advisory Council and will coordinate the Department's oversight of the BSEA. With support from the Director of Special Education Policy and Planning, the Senior Associate Commissioner of Special Education, will co-lead coordinating with OSEP as the Department develops and implements improvements related to General Supervision that OSEP will review during a scheduled onsite monitoring visit in 2025. The Senior Associate Commissioner will support the Director of SEPP to coordinate our efforts with OSEP-provided technical assistance providers in support of our General Supervision improvement efforts. Finally, the Senior Associate Commissioner of Special Education will direct specific interoffice initiatives that require a high level of oversight and coordination. Provide administrative leadership and supervision to assigned unit offices, including the development of operational plans, oversight of day-to-day operational activities, allocation of budgetary and staffing resources, and supervision and mentoring of subordinate managers to attain goals. Strategic planning, including the evaluation of existing programs and the development of new programs, initiatives, and activities to achieve the Department's mission and/or improve the efficiency and effectiveness of Department operations to positively impact students. Direct oversight and leadership responsibility of major projects assigned by the Commissioner and/or Deputy Commissioner which involve staff from other Department units and/or staff from other agencies. Provide oversight and direction on policy development and implementation on Approved Special Education Schools, the Problem Resolution System, Special Education in Institutional Settings, and Special Education Planning and Policy programming across the agency including coordination across offices within DESE who support Approved Special Education Schools, the Problem Resolution System, Special Education in Institutional Settings, and Special Education Planning and Policy. Support the coordination and development of policy related to key governmental agencies and bodies, including the Board of Elementary and Secondary Education. Maintain a high level of expertise in the assigned areas of work, including attendance at national conferences, review of relevant research and studies, and discussions with officials in the U.S. Department of Education, OSEP, and other state education agencies, to ensure that Department programs and activities are informed by data-driven research and best practices. Ensure that supervised staff, staff elsewhere in the Department, and outside stakeholder groups are communicating effectively and working together in a productive, collegial relationship. Other duties as assigned by the Commissioner and Deputy Commissioner (e.g. responding to constituents, presenting at Board meetings, etc.) Represent DESE at meetings with external groups as needed, including presenting at the BESE meetings and with OSEP. Based on assignment, travel throughout the Commonwealth may be required. The position will report to the Everett office 5 days/week. Questions regarding this posting or the application process should be referred to Maureen O'Brien @ maureen.t.o'************** Preferred Qualifications: · Thorough understanding of public policy and educational practice at the district and state level; · Experience and demonstrated knowledge of special education school programming, state and federal special education policies and general supervision; · Ability to articulate a clear vision of high-quality education for students with disabilities; · Experience in implementing state and federal laws and program standards; · Excellent communication skills and ability to effectively establish dialogue with all stakeholder groups; · Experience and background in a leadership position in school or district or educational organization; · 5-10 years of experience with senior level leadership in an educational setting; · Extensive experience in education policy development and program implementation; · 5-10 years of experience supervising professional education-related staff. · MA Special Education Administrator license preferred
    $108k-162k yearly est. Auto-Apply 40d ago
  • Senior Associate Commissioner of Secondary Schools and Beyond

    Commonwealth of Massachusetts 4.7company rating

    Everett, MA jobs

    The Education Secretariat is committed to equity and valuing the unique and diverse characteristics and experiences of every member of its workforce. We encourage an authentic workplace where colleagues show up as their full selves and where collaboration, innovation, and connections are key to realizing our mission that all children, youth, and families thrive socially, academically, and economically. We seek teammates committed to promoting a diverse and inclusive work environment where everyone is valued and engaged. We encourage you to apply and identify your strengths in these areas. Educational Vision of the Massachusetts Department of Elementary and Secondary Education: Our educational vision describes the Department of Elementary and Secondary Education's (DESE) aspiration for elementary and secondary public education and adult basic education in the Commonwealth of Massachusetts. This vision is anchored in our commitment to high-quality teaching and learning in the Commonwealth. We will continue to work with districts, schools, and educators to promote teaching and learning that is antiracist, inclusive, multilingual, and multicultural; that values and affirms each and every student and their families; and that creates equitable opportunities and experiences for all students, particularly those who have been historically underserved. For more information on our vision, click here. The Senior Associate Commissioner of Secondary Schools and Beyond will report to Deputy Commissioner, Lauren Woo and will directly supervise three offices\: College, Career, and Technical Education (CCTE), the Office of Early College (OEC), and Adult and Community Learning Services (ACLS). Together, these offices oversee 36 FTEs. The role will be to coordinate efforts across these three offices so that the Department provides coherent and consistent supports for secondary students and adult learners throughout the Commonwealth. One key component of both the Secretariat and the Department's vision is around reimagining the high school experience and supporting all students in pursuing meaningful postsecondary opportunities. The Senior Associate Commissioner of Secondary Schools and Beyond will play a key role in developing a comprehensive strategy to meet this goal, including the development of policy, oversight of programming, and seeding innovative new ideas. Additionally, the Senior Associate Commissioner for Secondary Schools and Beyond will be responsible for the implementation of the Commonwealth statewide graduation framework, as recommended by the Statewide Graduation Council. The framework consists of seven elements focused on helping students build a strong academic foundation, demonstrate mastery of course content, show their creativity and develop real-world problem-solving skills. The Senior Associate Commissioner of Secondary Schools and Beyond will organize twice weekly coordination meetings of the directors and assistant directors of those teams, monthly data review meetings with the leaders of CCTE, EC and ACLS, and quarterly all staff meetings. The Senior Associate Commissioner of Secondary Schools and Beyond will also be responsible for the Department's relationship with the Early College Joint Committee (ECJC) and the quarterly meetings as well as managing the relationship with the Executive Office of Education (EOE) and the Department of Higher Education (DHE). Finally, the Senior Associate Commissioner of Secondary Schools and Beyond will be responsible for directing specific inter- and intraoffice initiatives that require a high level of oversight and coordination. Key Job Responsibilities: · Supervise the office of College, Career, and Technical Education (CCTE), the Office of Early College (OEC), and Adult and Community Learning Services (ACLS) -- 36 FTEs · Provide oversight and direction on all secondary and postsecondary policy and programming across the agency including coordination across offices within DESE who support secondary schools (e.g., Statewide System of Support (SSoS), Office for Strategic Transformation (OST), Center for Instructional Support (CIS), etc.) and within the Department of Higher Education on the policy development and implementation of secondary school pathways, including leading the implementation of the Statewide Graduation Council graduation standards. · Plan and facilitate twice weekly coordination meetings, quarterly all staff meetings, and monthly data review meetings. Meeting regularly with the Executive Office of Education, Department of Higher Education, and inter-office within DESE to implement the vision for secondary pathways. · Represent DESE and the Commissioner on all matters secondary school related by communicating effectively with internal and external stakeholders, as well as attending policy and legislative conferences. · Support the coordination and development of policy related to key governmental agencies and bodies, including the Board of Higher Education, Board of Elementary and Secondary Education, the Early College Joint Committee (ECJC), and the Statewide Graduation Council, among others. · Other duties, as assigned by the Commissioner and Deputy Commissioner (e.g. responding to constituents, presenting at Board meetings, etc.) · Ensure that supervised staff, staff elsewhere in the Department, and outside stakeholder groups are communicating effectively and working together in a productive, collegial relationship. · Represent DESE at meetings with external groups as needed. · Based on assignment, travel throughout the Commonwealth may be required. The position will report to the Everett office 5 days/week. Questions regarding this posting or the application process should be referred to Maureen O'Brien @ maureen.t.o'************** Preferred Qualifications: · Thorough understanding of public policy and educational practice at the district and state level; · Experience and demonstrated knowledge of secondary school programming; · Ability to articulate a clear vision of high-quality education for secondary schools; · Experience in implementing state and federal laws and program standards; · Excellent communication skills and ability to effectively establish dialogue with all stakeholder groups; and, · Experience and background in a leadership position in school or district or educational organization. · 5-10 years of experience with senior level leadership in an educational setting; · Extensive experience in education policy development and program implementation; · 5-10 years of experience in supervising professional education-related staff. Tell us about a friend who might be interested in this job. All privacy rights will be protected. MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) eight (8) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in business administration, business management, public administration, public management, clinical administration or clinical management of which (B) at least five (5) years must have been in a managerial capacity. 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. Apply for a Job Apply for a Job for JAWS Users Create a Profile Create a Profile for JAWS Users System Requirements
    $108k-162k yearly est. Auto-Apply 42d ago
  • Senior Associate Commissioner of Data, Assessment, and Accountability

    Commonwealth of Massachusetts 4.7company rating

    Everett, MA jobs

    The Education Secretariat is committed to equity and valuing the unique and diverse characteristics and experiences of every member of its workforce. We encourage an authentic workplace where colleagues show up as their full selves and where collaboration, innovation, and connections are key to realizing our mission that all children, youth, and families thrive socially, academically, and economically. We seek teammates committed to promoting a diverse and inclusive work environment where everyone is valued and engaged. We encourage you to apply and identify your strengths in these areas. Educational Vision of the Massachusetts Department of Elementary and Secondary Education: Our educational vision describes the Department of Elementary and Secondary Education's (DESE) aspiration for elementary and secondary public education and adult basic education in the Commonwealth of Massachusetts. This vision is anchored in our commitment to high-quality teaching and learning in the Commonwealth. We will continue to work with districts, schools, and educators to promote teaching and learning that is antiracist, inclusive, multilingual, and multicultural; that values and affirms each and every student and their families; and that creates equitable opportunities and experiences for all students, particularly those who have been historically underserved. For more information on our vision, click here. The Senior Associate Commissioner for Data, Assessment, and Accountability reports directly to a Deputy Commissioner, is a member of the Commissioner's Cabinet, and provides executive level decision-making, guidance and leadership for a wide range of Department programs and activities. The position participates to a substantial degree in formulating, determining, and implementing policy This position has cabinet-level responsibility for two large offices at DESE\: Student Assessment Services and the Office of Data and Accountability. Both of these offices are overseen by Associate Commissioners who will report directly to the Senior Associate Commissioner. the following program areas: Specifically, in this capacity the Senior Associate Commissioner for Data, Assessment, & Accountability will: In this role, the Senior Associate Commissioner for Data, Assessment, and Accountability will directly supervise the Associate Commissioner of Data and Accountability and serve as the cabinet-level lead for district and school accountability in the Commonwealth. Additionally, this role will provide direction for all activities around the strategic planning, design/redesign and implementation of the district and school accountability system. This work will include setting the long-term accountability goals for districts and schools to ensure that they are aligned with the fundamental vision, priorities and goals of the Commissioner and the agency. This role will also provide cabinet-level oversight for other responsibilities of the Associate Commissioner for Data and Accountability including\: (1) the continued development of the cross-agency Education-to-Career Data Hub; (2) the continued execution and refinement of DESE's data collection systems; (3) DESE's data analytical and reporting responsibilities; and (4) DESE's District Review program. In this role, the Senior Associate Commissioner for Data, Assessment, and Accountability will directly supervise the Associate Commissioner of Student Assessment and provide leadership and direction to the assessment team in the development, management and implementation of policies and procedures to guide the development, production, and administration of all facets of DESE's assessment program. Working at the direction of the Commissioner and Deputy Commissioner, the role will exercise direct authority and independent judgment over the strategic vision for the agency's overall policy around data services, assessment and accountability. Key Job Responsibilities: Provide administrative leadership and supervision to assigned unit offices, including the development of operational plans, oversight of day-to-day operational activities, allocation of budgetary and staffing resources, and supervision and mentoring of subordinate managers to attain goals. Strategic planning, including the evaluation of existing programs and the development of new programs, initiatives, and activities to achieve the Department's mission and/or improve the efficiency and effectiveness of Department operations to positively impact students. Direct oversight and leadership responsibility of major projects assigned by the Commissioner and/or Deputy Commissioner which involve staff from other Department units and/or staff from other agencies. Provide oversight and direction on policy development and implementation on data and accountability, and assessment services programming across the agency including coordination across offices within DESE who support data and accountability, and assessment services. Support the coordination and development of policy related to key governmental agencies and bodies, including the Board of Elementary and Secondary Education. Maintain a high level of expertise in the assigned areas of work, including attendance at national conferences, review of relevant research and studies, and discussions with officials in the U.S. Department of Education and other state education agencies, to ensure that Department programs and activities are informed by data-driven research and best practices. Ensure that supervised staff, staff elsewhere in the Department, and outside stakeholder groups are communicating effectively and working together in a productive, collegial relationship. Other duties assigned by the Commissioner and Deputy Commissioner (e.g. responding to constituents, presenting at Board meetings, etc.). Represent DESE at meetings with external groups as needed. Based on assignment, travel throughout the Commonwealth may be required. The position will report to the Everett office 5 days/week. Questions regarding this posting or the application process should be referred to Maureen O'Brien @ maureen.t.o'************** Preferred Qualifications: · Minimum or ten (10) years' experience in education, including experience as a superintendent, principal and/or administrator in a school district or other educational organization\: or any combination or related experience and training that provides the required knowledge and skills in the areas of education policy development and program leadership and implementation. · Thorough understanding of public policy and educational practice at the district/community and state level and comprehensive knowledge of federal, state and local laws, including statutes, regulations , rules and policies relating to K-12 public education. · Ability to articulate a clear vision or high-quality education with documented evidence anchored in data/research of consistent, positive results. · Understanding and appreciation of the Commonwealth's institutions, culture, political and educational leadership with a strong knowledge and belief in the department's vision, mission, and goals; an equivalent depth of perspective in another jurisdiction could provide an acceptable substitute. · Proven skills in providing leadership resolution of complex problems and issues. · Demonstrated ability to manage professional, technical and administrative support staff and extensive experience with the principles of supervision, performance planning and evaluations. · Ability to interpret and use data to support continuous improvement and evaluate the efficacy of a wide range of initiatives. · Experience in budget planning, management and monitoring. · Capacity to develop and administer department goals, objectives and monitoring strategies. · Ability to establish and maintain effective working relationships with a variety of stakeholders. · Ability to analyze problems, identify alternative solutions, and plan for successful outcomes. · Excellent communication, oral and written, and interpersonal skills to effectively plan, interact with, present information, engage, and motivate a wide variety of audiences. · High Integrity and a record of exceptional work performance. · Strong analytical and organizational management skills. Tell us about a friend who might be interested in this job. All privacy rights will be protected. MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) seven (7) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in business administration, business management, public administration, public management, clinical administration or clinical management of which (B) at least four (4) years must have been in a managerial capacity. 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. Apply for a Job Apply for a Job for JAWS Users Create a Profile Create a Profile for JAWS Users System Requirements
    $108k-162k yearly est. Auto-Apply 42d ago

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