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Senior Associate jobs at Arrowstreet Capital

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  • Portfolio Finance - Senior Associate

    Babson Capital Management 4.7company rating

    Boston, MA jobs

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Job title: Portfolio Finance Corporate Title: Senior Associate Department: Portfolio Finance Location: Boston, MA (On-site) Barings is a $470+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions. Learn more, at **************** *as of September 30, 2025 The Opportunity The Senior Associate role will support the underwriting, execution, and oversight of investment-grade, senior secured loans to asset managers and the investment vehicles that they manage across a range of asset classes, including private equity, private credit, and real estate debt. The loans, directly originated by the Portfolio Finance team, are highly negotiated and often involve complex structuring across various global jurisdictions. The team has originated over $50 billion in private investments since 2017 and manages $34+ billion of AUM as of September 30, 2025. The team is close-knit and highly collaborative. The Senior Associate will be a critical full-time member of the team. Team members are motivated by a shared goal to originate attractive investment opportunities for third-party clients as well as MassMutual's GIA while also addressing the unique financing needs of our customers, who are typically world-class alternative investment managers. The Senior Associate will support all aspects of the Portfolio Finance platform, including working closely with Portfolio Managers, Directors, Structuring Leads, other team members across Barings as well as external partners. The Minimum Qualifications Bachelor's degree from a top university with at least 1 year of relevant experience in: fund finance, structured finance, investment banking, private equity, credit hedge fund, private credit, or other alternative investment experience Passion and intellectual curiosity for finance / investments, with a strong understanding of accounting principles Comfort working with and making investment decisions using concepts of leverage in a corporate debt context (e.g., Debt / EBITDA) and in a real estate debt context (e.g., LTV, DSCR, Debt Yield) Good understanding of the roles, responsibilities and motivations of the primary participants in the investment management ecosystem Excellent communication skills, both written and oral, to succeed in a fast-paced, team environment Strong analytical and problem-solving skills, attention to detail, well-organized, self-starter, and able to multitask and deliver work products on short timeframes Ability to work closely with portfolio managers and senior management Ability and openness to understanding operational, accounting, and legal aspects of investments Strong computer skills including experience with financial applications in Microsoft Office (Excel, Power Point and Word) The Ideal Qualifications Professional experience working on complex negotiated transactions Experience working with at least one alternative asset class and a good understanding of the risks and operations of others across the alternative investment landscape Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING 401(k) Plan w/Company Match Pension Plan Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program Salary Range: $130,000-$150,000 Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program
    $130k-150k yearly Auto-Apply 28d 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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. 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 59d ago
  • Associate/Senior Associate, Direct Lending Loan Servicing

    Babson Capital Management 4.7company rating

    Boston, MA jobs

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Title: Associate/Senior Associate, Direct Lending Loan Servicing Business Title: Associate or Senior Associate Business Unit: Portfolio Finance Location: Boston, MA, Charlotte, NC Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific. Job Summary: Responsible for supporting the loan activities of complex portfolio level loan facilities through the loan lifecycle. Barings Portfolio Finance provides customized, complex, highly negotiated, proprietary secured loans to private asset managers and manages the entire loan lifecycle. As a member of Portfolio Finance's loan asset management team you will support the investment team, borrowers, and external stakeholders - from origination to offboarding. Primary Responsibilities Assist with loan activities at closing and on boarding of new loan facilities including review of credit agreements, loan & servicing agreements, amendments, account control agreements, and closing/settlement statements in relation to Loan Asset Management functions and best practices On-going servicing and other administration functions on serviced loans including compliance and covenant monitoring Utilize financial models to record collateral data, test compliance metrics, and calculate waterfalls Support treasury & investment operations activities through cash and reporting reconciliations Ensure deliverables are managed to a high standard and within timelines Qualifications Degree in Business, Finance, related field or equivalent preferred 2+ years of relevant investment operations/support experience preferably with investing or servicing private equity, private real estate, or private credit and lending documents Ability to develop credibility and build relationships with all internal and external stakeholders and partners Excellent attention to detail Demonstrate exceptional project/time management, coordination, and organizational skills Excellent communication and interpersonal skills Moderate to Advanced use of Excel and proficient use of Microsoft Office Suite Base Salary Range: $75,000- $100,000 Base Salary and additional incentive program. #LI-JS1 Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program
    $75k-100k yearly Auto-Apply 10d ago
  • Senior Associate, Healthcare Risk & Regulatory 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. RSM's National Healthcare Consulting practice is searching for a Senior Associate who will provide healthcare regulatory and reimbursement consulting services to clients, potential clients and centers of influence. RSM's Healthcare Risk Consulting services are designed to identify high-impact Medicare cost report-related opportunities, including Medicare Critical Access Hospitals, PPS hospitals disproportionate share, bad debts, wage index and other related issues. As a member of the National Healthcare Risk Consulting practice, you will join professionals with a broad knowledge of the healthcare industry including: financial analysis and revenue performance management, regulatory reporting and compliance, and healthcare technology. You will be part of a collaborative consulting team to deliver exceptional client service to meet our client's objectives. The Healthcare Risk Consulting Associate will also understand the consulting cycle process within the healthcare industry. As a contributor he/she will support the building of a world class healthcare practice through listening to client needs, proposal development and presentation of solutions. Responsibilities: * Develop ongoing relationships to build client loyalty and confidence * Assist in scoping and planning multiple projects * Performs Medicare Cost Report compilations and other engagements of all sizes related to Regulatory Recovery services such as: Critical Access Hospital, Medicare DSH, SSI, Medicare bad debts, IME/GME shadow billing support, Medicaid HER incentive payment, Wage Index * Ability to analyze and communicate financial and operational data to management for decision-making and strategic planning * Maintain / develop a high degree of expertise in Medicare, Medicaid and third-party reimbursement procedures and reports * Participates in the development of new consulting products and practice aids, as appropriate Required Qualifications: * Bachelor degree in accounting, finance, business or other related field * 2-4 years of experience in healthcare reimbursement, either with a consulting firm or in a hospital setting; OR audit experience, ideally in the healthcare industry * Familiarity with Medicare, Medicaid & Blue Cross reimbursement reports and/or hospital cost reports preferred Preferred Qualifications: * Financial and business acumen * Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-up skills * Strong skills in critical thinking, problem identification and resolution and process improvement. * Must be a team player yet able to work independently 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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. 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 Easy Apply 9d ago
  • Senior Associate - Healthcare Risk 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. RSM's National Healthcare Consulting practice is searching for a Senior Associate who will provide healthcare regulatory and reimbursement consulting services to clients, potential clients and centers of influence. RSM's Healthcare Regulatory recovery services are designed to identify high-impact Medicare cost report-related opportunities, including Medicare Critical Access Hospitals, PPS hospitals disproportionate share, bad debts, wage index and other related issues. As a member of the National Healthcare Consulting practice, you will join professionals with a broad knowledge of the healthcare industry including: financial analysis and revenue performance management, regulatory reporting and compliance, and healthcare technology. You will be part of a collaborative consulting team to deliver exceptional client service to meet our client's objectives. The Healthcare Regulatory Senior will also understand the consulting cycle process within the healthcare industry. As a contributor he/she will support the building of a world class healthcare practice through listening to client needs, proposal development and presentation of solutions. * Open to candidates based nationally* Responsibilities: * Develop ongoing relationships to build client loyalty and confidence * Assist in scoping and planning multiple projects * Performs Medicare Cost Report compilations and other engagements of all sizes related to Regulatory Recovery services such as: Critical Access Hospital, Medicare DSH, SSI, Medicare bad debts, IME/GME shadow billing support, Medicaid HER incentive payment, Wage Index * Ability to analyze and communicate financial and operational data to management for decision-making and strategic planning * Maintain / develop a high degree of expertise in Medicare, Medicaid and third-party reimbursement procedures and reports * Participates in the development of new consulting products and practice aids, as appropriate Basic Qualifications: * Bachelor degree in accounting, finance, business or other related field * 2-4 years of experience in healthcare reimbursement, either with a consulting firm or in a hospital setting; OR audit experience, ideally in the healthcare industry * Familiarity with Medicare, Medicaid & Blue Cross reimbursement reports and/or hospital cost reports preferred * Financial and business acumen * Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-up skills * Strong skills in critical thinking, problem identification and resolution and process improvement. * Must be a team player yet able to work independently 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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. 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 Easy Apply 21d ago
  • Planetary Health, Senior Associate - Investment

    Ra Capital Management 4.4company rating

    Boston, MA jobs

    Imagine if you had the skills, knowledge, and teammates to both understand the root of the world's most pressing problems and build the technologies and companies best positioned to solve them. RA Capital has done exactly that for more than two decades, backing bold ideas in medicines to further human health and now expanding into Planetary Health to improve how efficiently we utilize the world's precious resources. RA Capital is among the leading providers of capital and services to the most promising innovators in the world. We invest flexibly-seed to IPO and beyond, anywhere in the world-with $10 B+ under management and a culture that prizes curiosity, rigor, and collaborative debate. We are investors who not only fund companies but get elbow deep in building them. From helping them recruit talent to helping them recruit patients for their studies to helping match them to strategic partners and even going to Washington to win reforms, RA Capital's large team has people with nearly every relevant expertise one might need to turn an idea into a cure that actually helps people. If you live for first-principles problem-solving with great colleagues, thrive on complexity, and want to do meaningful work that ripples across industries and ecosystems, you'll feel at home at RA Capital. Here, questions are welcomed, ideas are tested, and victories are shared. Even our lawyers are creative and engaging. And don't get us started on our compliance team's wicked sense of humor; nothing about what we do is boring. Are you ready to bring your creativity, discipline and collaborative spirit to help us invent the future? Join us and you'll collaborate daily with investors, founders, physicians, biologists, engineers, economists, and reform advocates who think in systems and act with urgency. Join us to invent a happier, healthier, more productive future - and have fun doing it. Overview Our Team: Planetary Health invests in high-growth early-stage companies and high return infrastructure opportunities that support planetary health by reducing pollution, advancing resource availability, and restoring environmental quality. Our investment verticals include materials/mining, manufacturing, energy, agriculture/food, and environmental services. We support scalable, market-driven solutions and leverage RA Capital's two decades of evidence-based investing and company-building expertise. Position Overview: We're seeking an experienced Senior Associate to join our Planetary Health Investment Team. Reporting to Managing Partners, you'll spearhead deal sourcing, diligence, and support to portfolio companies. **Please note this is not a position on our Healthcare Investment team or TechAtlas team** Candidates must be eager to experiment with ways to incorporate AI into their work to be more efficient and effective. RA Capital is looking for people who are proactive about using AI where possible, looking for new tools and even creating new tools; AI is transforming our work, and we are specifically looking for AI-forward people to ensure that we are leveraging these tools to make us as effective as possible. Key Responsibilities: Thesis Development: Create and update competitive landscapes (market maps) in key sectors that help inform investment decisions by identifying which opportunities are best positioned for financial success. Also collaborate with our research team on thesis development. Deal Sourcing: Source investments via research, networking, inbound filters & company calls. Support investment pipeline management. Due Diligence: Lead in-depth market analysis, financial modeling, competitive analysis, and investment memo writing. Portfolio Support: Assist Managing Partners with company building (go-to-market strategy, hiring, fundraising). Key Skills: Team player who cares about supporting their colleagues. Proactive doer who gets things done with little oversight; willing to hustle to help build the platform. Demonstrated ability to identify high-growth companies and investment opportunities. Excellent attention to detail, organization, and project management skills. Intellectually curious individual who is constantly looking for new ways to up-level their knowledge and growth. Networker with charisma-candidates and founders gravitate to your energy. Mission aligned with supporting early-stage tech innovation and planetary health companies. Excels at prioritization. Requirements: Strong academic track record with a Bachelors degree in Engineering, Physical Sciences or a related major. Advanced technical degree (Masters/PhD) preferred. 3-6 years in venture capital, investment banking, consulting, operations, and/or startup leadership. Strong preference for operating experience, particularly in start-up companies. Strong analytical toolkit: familiarity with unit economics analysis, market sizing and analysis, technoeconomic analysis, and first principals analysis of products and technology. Financial modeling skills required. Excellent writing & communication-e.g. ability to summarize complex concepts with a crisp summary. Comfortable in ambiguous environments-context-switch with multiple priorities quickly and effortlessly, and grounding decisions in data and consistently learning from them. Must be based in the Greater Boston area. No relocation provided. Must be willing to work on a hybrid schedule (4 days on-site) in our Boston office. Must be authorized to work in the United States without sponsorship. Compensation RA Capital Management is committed to fair and equitable compensation practices. Pay for this position will be based on experience, skills, qualifications, and current market conditions. In addition to base salary (listed below), employees may be eligible for performance-based bonuses and a comprehensive benefits package that includes health insurance, retirement contributions, and paid time off. Total Rewards We take pride in offering a comprehensive employee benefits program as a key part of overall compensation. Our Total Rewards include: Employer-paid monthly premiums for health, dental, and vision coverage Wellness benefits and programs to support physical and mental well-being Resources and perks that enhance work-life balance and financial security We're dedicated to helping our employees thrive professionally and personally. Massachusetts base pay range $120,000 - $180,000 USD RA Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you require an accommodation during the interview process, please reach out to ***************** for assistance.
    $120k-180k yearly Auto-Apply 60d+ ago
  • 55ip - User Experience Design - Sr. Associate

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA jobs

    JobID: 210666822 JobSchedule: Full time JobShift: Day Base Pay/Salary: Boston,MA $114,000.00-$165,000.00; New York,NY $114,000.00-$165,000.00 Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation to over 160 financial advisor firms with $46 billion in assets. Job summary: As Product Designer - Sr. Associate on the 55ip Product Design team you will be apart of a growing team of multi-skilled product designers. You be driving user-centered design and modern development practices within product teams, using lean UX principles, spearheading design thinking workshops, and delivering solutions that help to improve the lives of people we work with across our product lines. You will work with other designers in creation and critique, and be proactively collaborating with developers and PMs/POs to deliver strong value-adding solutions with measurable outcomes. You will openly discuss topics like ethics in design and cognitive bias in new technologies, and show your product teams why those topics matter. Job responsibilities: Design and prototype user-centric interfaces with rapid testing and iteration Perform research, business requirements gathering, stakeholder interviews, and usability testing Support Software Developers and Product teams while evolving designs during discovery to understand how designs translate to delivery / implementation Understand and apply accessibility to designs Communicate and articulate the value of product design and the rationale behind your research process and design decisions, bringing the team along your journey Support the team in building out outcome-driven best practices that have strong roots in the methodology Required qualifications, skills & capabilities: * 3-5 years of experience in design * 3-5 years of experience working in agile/lean methodologies and facilitating design thinking workshops * 3-5 years of experience performing generative research as well as usability and validity testing * 3-5 years of experience presenting to stakeholders, with excellent stakeholder management and partnership skills - including the ability to advocate for design and product best practices. * Expertise with building out, growing, and implementing complex design systems, including coordination with developers * Basic understanding of front-end technologies like Material Design, React, Bootstrap, and AG Grid * Must have a portfolio or case studies available for review Required qualifications, skills & capabilities: * BA/BS in UX. HCI, or related field preferred * Experience building Fintech and Wealth products or platforms * Expertise with UX software and supporting tools - Figma, JIRA/Confluence, user testing tools, analytics tools
    $114k-165k yearly Auto-Apply 60d+ 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 28d ago
  • Consumer Credit Risk Sr. Associate

    Banco Santander Brazil 4.4company rating

    Boston, MA jobs

    Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Consumer Credit Risk Sr. Associate is responsible for risk analysis and independent oversight of credit quality of assigned portfolios. They are responsible for all aspects of credit quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department. * Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies. * Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas. * Evaluates the adequacy and effectiveness of data, document retention, and monitors systems. * Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes. * Ensures and executes ongoing maintenance of controls, mitigation plans, testing, and/o credit risk assessments. * Partners with the accountable business owner for effective 1st and 2nd line of defense Risk Management and Controls. * Provides oversights on risk-management content/processes 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. * Education: Bachelor's Degree or equivalent work experience. * Work Experience: 9+ years in Credit RIsk in the Banking or Financial Services Industry. * Advanced Proficiency with SQL, Python and Power BI required. * Advanced knowledge of the operational, accounting, credit, regulatory, market and technological risks within Financial Industry. * Demonstrated knowledge of credit policies and procedures, regulations and applicable law(s). * Demonstrated credit analysis skills for understanding/tracking counter party performance and market risk & modeling skills for evaluating trade positions and the related counter party risk exposures. * Demonstrated track record interacting with the regulators, external and internal audit. * Superior project management skills. * Excellent written and verbal communication. * Ability to interact with all levels of management, work independently and in a team environment. 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: $101,250.00 USD Maximum: $185,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 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-185k yearly Auto-Apply 30d ago
  • Senior Associate, Investor Relations and Business Development

    The Voleon Group 4.1company rating

    Boston, MA jobs

    Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together. In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more. As a member of our Investor Relations and Business Development team you will be responsible for helping to maintain and grow Voleon's institutional investor relationships. Reporting to the Chief Commercial Officer, you will work closely with our seasoned sales and relationship management team to strengthen our partnerships with some of the world's leading institutional investors. You will also support our senior sales professionals' work to identify and pursue new business development opportunities. This role is a means to make a difference: you will help us better serve our existing partners and connect potential future investors to one of the world's leading quantitative investment firms. This position can be based in Berkeley, CA, Boston, MA, or the Tri-State area.Responsibilities Partner with our senior sales/relationship managers to build and strengthen existing Voleon investor relationships by providing outstanding client service Partner with our senior sales/relationship managers in their work across the sales cycle from sourcing new opportunities to closing investments with both existing and prospective investors Independently manage select existing investor relationships with oversight from our senior team Maintain a robust relationship management ecosystem - including but not limited to relationship coverage plans, sales pipelines, and strict CRM tracking processes Collaborate with colleagues across functions including Research and Investor Operations to enhance Voleon's investor reporting and research content Requirements 3+ years of experience in an institutional sales or relationship management role (or a sales-focused operations role) at an institutional asset management firm Track record of supporting senior colleagues in growing existing relationships and closing new business Eagerness to work in diverse teams Working knowledge of Microsoft Office suite and CRM systems Must be able to travel at least 30% of the time Series 3 license or willingness to pursue within the first three months of employment Bachelors Degree Preferred Qualifications: CFA or CAIA The base salary range for this position is $125,000 to $150,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match. “Friends of Voleon” Candidate Referral ProgramIf you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program. Equal Opportunity EmployerThe Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law. #LI-MB1
    $125k-150k yearly Auto-Apply 60d+ ago
  • Senior Associate, Investor Relations and Business Development

    The Voleon Group 4.1company rating

    Boston, MA jobs

    Job DescriptionVoleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together. In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more. As a member of our Investor Relations and Business Development team you will be responsible for helping to maintain and grow Voleon's institutional investor relationships. Reporting to the Chief Commercial Officer, you will work closely with our seasoned sales and relationship management team to strengthen our partnerships with some of the world's leading institutional investors. You will also support our senior sales professionals' work to identify and pursue new business development opportunities. This role is a means to make a difference: you will help us better serve our existing partners and connect potential future investors to one of the world's leading quantitative investment firms. This position can be based in Berkeley, CA, Boston, MA, or the Tri-State area.Responsibilities Partner with our senior sales/relationship managers to build and strengthen existing Voleon investor relationships by providing outstanding client service Partner with our senior sales/relationship managers in their work across the sales cycle from sourcing new opportunities to closing investments with both existing and prospective investors Independently manage select existing investor relationships with oversight from our senior team Maintain a robust relationship management ecosystem - including but not limited to relationship coverage plans, sales pipelines, and strict CRM tracking processes Collaborate with colleagues across functions including Research and Investor Operations to enhance Voleon's investor reporting and research content Requirements 3+ years of experience in an institutional sales or relationship management role (or a sales-focused operations role) at an institutional asset management firm Track record of supporting senior colleagues in growing existing relationships and closing new business Eagerness to work in diverse teams Working knowledge of Microsoft Office suite and CRM systems Must be able to travel at least 30% of the time Series 3 license or willingness to pursue within the first three months of employment Bachelors Degree Preferred Qualifications: CFA or CAIA The base salary range for this position is $125,000 to $150,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match. “Friends of Voleon” Candidate Referral ProgramIf you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program. Equal Opportunity EmployerThe Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law. #LI-MB1 We may use artificial intelligence (AI) tools to support parts of the hiring process. These tools assist our recruitment team but do not replace human judgement. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $125k-150k yearly 19d ago
  • Sr. Associate, Operational Risk - Loss and Events Management and Scenario Analysis

    Banco Santander Brazil 4.4company rating

    Boston, MA jobs

    Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Associate, Operational Risk for the Loss and Events Management and Scenario Analysis team is responsible for the strategic development, implementation, and effective execution of the Operational Risk (OR) program, the key program elements of which cover: internal loss, external loss, risk assessment, business impact assessments, KRIs, scenario analysis / stress testing, training, awareness, and communication, issues and remediation planning, tracking, MIS and reporting, testing, compliance, and monitoring. * Analyzes, measures performance, monitors trends, defines limits according for Corporate Banking Op Risk exposures in accordance to Risk Appetite. * Assist in the ongoing oversight of Corporate Banking Operational Risk (OR) Framework in support of the first line of defense. * Contributes to escalation, reporting, communication to Risk Governance Forums. * Helps drive culture of risk awareness. * Participates in the creation and delivery of OR business-tailored training. * Supports the creation, management and development of OR program strategy, policies and models within the Corporate Banking Business. 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 in Business, Finance, Management, or equivalent field. - Required. * 9+ Years Risk Management/Risk MIS - Required. * 9+ Years Financial Services industry. - Required. * Knowledge of regulatory stress testing (CCAR, CECL, etc.). - Preferred. * Strong operational risk management principles, methodologies and tools, governance principles and activity preferably in a financial services technology environment. * Ability to independently operate in a complex, matrixed environment; adept at delivering and maintaining productive working relationships across business, functions, geographies and lines of defense. * Experience of operational risk losses and events program, risk and controls ( RCSA), scenario analysis and capital planning. * Strong analytical capabilities to provide data-centric insights and adjust to multiple demands and competing priorities. * Ability to direct, train and guide peers, subordinates and management. * Ability to handle conflict resolution with other groups to ensure appropriate accounting guidance is followed. * Ability to adjust to new developments/changing circumstances. * Ability to convey a sense of urgency and drive issues/projects to closure. * Ability to adapt and adjust to multiple demands and competing priorities. * Excellent written and oral communication skills. * Excellent analytical, organizational and project management skills. * Strong project management skills. 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 Link to Santander Benefits: Santander Benefits - 2025 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 16d ago
  • Sr. Associate, Business Management, Boston, MA

    Banco Santander Brazil 4.4company rating

    Boston, MA jobs

    Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Associate, Business Management plays a critical role in supporting strategic initiatives across Santander, specifically within the Payments organization. This position is responsible for conducting advanced data analysis, developing business cases, evaluating new market opportunities, and supporting operational improvements that influence senior-level decision making. The ideal candidate brings a consulting-oriented approach, with experience in banking, payments, money movement, FX, and business intelligence, and is comfortable navigating complex datasets to produce clear, actionable insights. This role offers a high level of exposure to senior leadership and plays an integral part in shaping the strategic direction of the Payments function within Santander. Candidates should be comfortable working in a fast-paced environment, managing multiple workstreams, and translating data into high-impact strategic insights. Strategic Analysis & Business Case Development * Conduct research, data gathering, and analytical assessments to support new business opportunities, operational enhancements, and change initiatives. * Develop, structure, and evaluate business cases that justify new investments or strategic shifts. * Translate complex data sets into meaningful insights, trends, and recommendations for executive stakeholders. Cross-Functional Collaboration * Partner with leaders and teams across the bank to understand strategic priorities, performance metrics, and reporting needs. * Facilitate communication and alignment across multiple business units in a matrixed environment. * Support cross-functional efforts including payment modernization, data strategy, and operational efficiency initiatives. Reporting, Insights, & Business Intelligence * Lead analytical efforts across the Payments organization, including KPI development, dashboard creation, and data visualization. * Extract, organize, and validate data from multiple internal and external sources, with strong proficiency in BI tools such as Tableau, enterprise data environments such as Snowflake, and other analytics platforms. * Develop clear and compelling performance reporting packages and executive presentations. Project & Stakeholder Leadership * Serve as a lead or key participant on strategic projects and initiatives. * Provide guidance to junior staff and contribute to a culture of analytical rigor and collaboration. * Support risk management considerations and help define mitigation approaches in partnership with internal stakeholders. 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: Finance, Accounting, Business Administration or equivalent field. - Required. * 9+ Years Relevant business planning, project and financial experience. - Required. * 9+ Years Experience working with complaint standards to include monitoring and evaluating. - Required. * 9+ Years Experience working with Analytics and providing process recommendations. - Required. * Strong background in analytics, data interpretation, and process improvement. * Advanced proficiency in Microsoft Excel, PowerPoint, Word, and other productivity tools. * Strong communication skills with the ability to convey complex information clearly. * Demonstrated ability to build relationships and influence stakeholders in a matrixed environment. * Knowledge of banking products, services, processes, and risk management principles. * Strong attention to detail and accuracy skills. * Prior experience in management consulting or strategy roles supporting financial services institutions. * Background in payments, money movement, FX, or transaction banking. * Hands-on experience with Tableau, business intelligence platforms, and Snowflake or similar cloud data environments. * Experience developing executive-ready business cases, financial models, and strategic recommendations. * Familiarity with international or large cross-functional project environments. 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. 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: $160,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 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-160k yearly Auto-Apply 1d ago
  • USA Sr. Associate, Business Control & Risk Management: RCSA Facilitator

    Banco Santander Brazil 4.4company rating

    Boston, MA jobs

    Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The RCSA Facilitator operates within the First Line of Defense Shared Service team to help the business execute the RCSA program, ensuring compliance with internal Standards, Guidelines, and Procedures. The RCSA Facilitator serves as a subject matter expert by advising and guiding the business to properly identify risks and controls and documenting them appropriately. Evaluations require collaboration with various stakeholders while influencing parties towards strategic goals. Candidates should have strong verbal and written communication skills, be detail oriented, be able to manage multiple priorities in a fast-paced, dynamic environment, can challenge the "group think" mindset, and have an inquisitive nature that allows them to ask probing questions. * Execute on the Bank's RCSA program by facilitating RCSA documentation (process prioritization, process maps, risk and control matrices, and risk assessments) to deliver a superior product that accurately and completely captures the risk and control environment of the business while adhering to internal Standards, Guidelines, and Procedures. * Execute refresh calendars as agreed to with the business (inclusive of any ad-hoc priorities such as NPBA or business line changes), while producing a quality product with accurate data. * Execute the processing of change log items timely. * Lead effective meetings with clearly stated objectives that drive desired outcomes. Able to negotiate and build consensus within a group. * Engage with other stakeholders and business partners to ensure that compliance risks are understood and documented. * Work with Business Line Subject Matter Experts to elicit processes details and document them per internal standards. * Acts as a liaison with Risk and Compliance or second line of defense- to develop and implement new policy requests/revisions. * Recognized as a subject matter expert by advising and guiding RCSA activities. * Monitor key metrics (i.e., QC results, fact data pack, and data validation rules) to understand the root cause and trends for areas of potential concern. Assist the business with any support they need to resolve the findings while driving solutions to address root causes and prevent recurrence. 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: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. -Preferred * Master's Degree: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. - Preferred. * 9+ Years Risk Management, Internal Controls, Auditing, Credit Management, relevant line of business experience and/or legal or regulatory experience. - Required. * 5+ Years Business Unit. - Required. * Preferable background in FLOD Risk with knowledge of consumer banking and appropriate regulations. * Knowledge of Microsoft products used during the process: Visio, SharePoint, Excel, etc. * Ability to quickly learn the bank's Standards, Guidelines, Procedures, and systems around RCSA requirements and execution. * Proven track record of delivering results timely and with high quality. * Ability to execute on time in the face of competing priorities and challenges with business partners. * Incredible attention to detail when dealing with multiple documents with complex information and requirements. * Ability to build credibility with, collaborate with, and influence line of business executives. * Ability to work both independently and in collaborative environments involving all levels of management and employees. * Ability to work with limited oversight from manager. Certifications: * Other: Risk Certification - Preferred. 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: $86,250.00 USD Maximum: $155,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 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.
    $86.3k-155k yearly Auto-Apply 29d 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. 14d ago
  • Senior Assurance Associate

    Whittlesey & Hadley, Pc 3.8company rating

    Holyoke, MA jobs

    When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Assurance Associate to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Prepare clear, well-structured audit documentation for advanced assignments, ensuring the execution of high-quality audits. Apply in-depth knowledge of industry-specific accounting to solve problems and meet client deadlines using appropriate audit procedures. Provide timely feedback to associates and interns through regular meetings during and after audits to support their professional development. Set and articulate goals, identifying milestones for personal advancement within the Firm while maintaining strong performance. Collaborate effectively in a hybrid work environment, communicating regularly with peers and management to ensure project deadlines are met. Review the work of associates and interns to ensure compliance with audit procedures and documentation, while proactively identifying issues and progress to the engagement team. What you must have Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum two years of experience in tax compliance. Must possess a valid state Driver's License. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!
    $75k-90k yearly est. Auto-Apply 60d+ 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 35d ago
  • Sr Associate-Broker/Dealer

    Ameriprise Financial 4.5company rating

    Boston, MA jobs

    Monitor the daily work in the Broker/Dealer team to ensure that industry standard service levels are met. Liaison with SS&C (DST) and the Providence Call Center. Process and quality controls Large Trade Notificaitions. Interact with other Managers and Departments to assist in the implementation of new processes and continuing improvements to meet company goals. Assist with the Financial Intermediary Oversight program. Work closely with NQR to ensure reviews are completed in a timely manner. Key Responsibilities: Monitor and delegate the daily work for the team to ensure that standards of service are met. Utilize administrative and management functions in AWD and other reporting to manipulate activities, queues, and tasks for the timely completion of work. Quality controls outgoing correspondence and financial transactions to ensure accuracy. Act as the primary resource for team members when they are faced with questions and issues. Assist with the monitoring and reporting of system related problems. Act as a liaison with DST and the Providence Call Center. Offer support on operational topics to Strategic Relations, Sales, vendors, and other Departments within Columbia Management. Monitor complex or sensitive requests and issues to ensure accurate and timely completion/resolution. Assist with problems, decisions, and additional responsibilities in the Team Manager's absence. Inform Upper Management of volumes, trends, and training needs noted in the completion of the team's daily work Required Qualifications: Bachelors degree or equivalent 1-3 years of relevant work experience 3 years of mutual fund processing or phone experience. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $60,000- $70,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management
    $60k-70k yearly Auto-Apply 24d ago
  • Senior Associate, Human Capital Services

    Aprio 4.3company rating

    Boston, MA jobs

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Human Capital Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Technical Payroll Expertise: * Proven track record working with high-volume, multi-location restaurant or hospitality employers. Familiarity with tipped employees, pooled tips, shift differentials, and complex scheduling/pay practices. * Hands-on experience in a payroll service provider environment, managing multiple client accounts simultaneously. * Prior experience with Proliant, Paylocity, Gusto, JustWorks, or similar mid-market/enterprise HCM platforms. Ability to quickly adapt to new platforms. * Knowledge of state-by-state labor laws, tax withholding, and compliance, particularly in high-turnover, multi-jurisdiction environments. * Understanding of POS/T&A integration challenges (Toast, Tray, Xennial) and how these impact payroll processing. Compliance & Regulatory Knowledge: * Strong grasp of Fair Labor Standards Act requirements, tip credit compliance, and state-specific wage rules for tipped employees. * Awareness of variable-hour employee tracking and reporting requirements. * Payroll Tax Filing & Reporting: Experience with federal, state, and local payroll tax obligations, including specialized filings for restaurants (e.g., FICA tip credit reporting). Operational & Client Management Skills: * Comfort with tight payroll deadlines across 50-100+ locations/units, ensuring accuracy under pressure. * Ability to identify and implement process improvements, standardize workflows, and reduce error risk in large-scale payroll operations. * Experience working directly with client contacts, handling escalations, and translating complex payroll issues into clear guidance. * Familiarity with onboarding new clients, including data conversion, parallel runs, and client training. Analytical & Problem-Solving Skills: * Strong attention to detail for reviewing payroll data, resolving discrepancies, and ensuring reporting accuracy. * Ability to diagnose and correct payroll errors quickly, including tax issues, garnishments, and adjustments. * Competence in generating, analyzing, and explaining payroll/HR reports to both internal leadership and external clients. Soft Skills & Professional Competencies: * Ability to work closely with Aprio and offshore teams to manage workload distribution and maintain service quality. * Skilled at creating repeatable processes that support long-term growth, not just immediate client needs. * Strong written and verbal communication, especially when liaising with restaurant operators who may not have HR/payroll expertise. * Comfort operating in a fast-growth, changing environment with evolving client demands and internal processes Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: * Medical, Dental, and Vision Insurance on the first day of employment * Flexible Spending Account and Dependent Care Account * 401k with Profit Sharing * 9+ holidays and discretionary time off structure * Parental Leave - coverage for both primary and secondary caregivers * Tuition Assistance Program and CPA support program with cash incentive upon completion * Discretionary incentive compensation based on firm, group and individual performance * Incentive compensation related to origination of new client sales * Top rated wellness program * Flexible working environment including remote and hybrid options What's in it for you: * Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. * An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. * A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. * Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. * Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. * Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
    $77k-94k yearly est. 50d ago

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