Finance Planner jobs at Bay State Financial Services - 65 jobs

A leading investment firm in Boston seeks an Associate for the Risk Management Team. Responsibilities include advancing the firm's risk management framework, enhancing risk models, and conducting portfolio risk analysis. Ideal candidates will hold a degree in a technical field and possess strong quantitative skills alongside programming experience in languages like Python and SQL. This role offers the opportunity to work in a collaborative environment while driving projects to successful completion. #J-18808-Ljbffr

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position As a member of the Risk Management Team, the Associate will assist with risk analysis, monitoring, and framework development across Liberty Mutual Investments with a focus in Analytics. This individual will help develop and/or automate new analytics and existing processes. In addition to wide-ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process. Responsibilities Overseeing and advancing LMI's risk management framework Develop and/or enhance risk models and the risk framework to effectively manage risks and to improve risk management capabilities. Prepare monthly and quarterly portfolio risk review material, as well as providing ad hoc portfolio and risk analysis as necessary. Monitoring global market developments and identifying major risks to our portfolio Relating market conditions, industry and regulatory developments to investment execution Qualifications A degree in Computational Finance, Economics, or technical field and 3-5 years of relevant work experience is required. A graduate degree would be a plus. The ideal candidate must also bring the following qualifications: A strong quantitative background, including statistics, computational or numerical simulation methods, and econometrics Programming experience in dynamically typed languages, including Python, Excel VBA, SQL Familiarity with generative AI models Demonstrated capability to drive projects to successful completion through cross-functional collaboration Must be a self-starter with ambition and intellectual curiosity, as well as exceptional problem- solving skills, strategic thinking Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments Familiarity with Bloomberg, Aladdin and other standard financial databases and tools preferred Ability to work independently as well as thrive in a team environment A passion for risk management and a desire to learn about the field Strong communication/interpersonal skills, and the ability to interact with a variety of investments and support professionals About Us As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are proud to support a diverse, equitable and inclusive workplace, where allemployees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr

at MassPRIM Investment Analyst - Private Equity MassPRIM Boston, MA Salary range $70K to $130K, commensurate with experience MassPRIM (Pension Reserves Investment Management Board), the Massachusetts state pension fund with assets under management of approximately $120 billion, is recruiting an Investment Analyst for our growing Private Equity team. The Investment Analyst will contribute to the portfolio of global private equity fund investments (buyout, growth equity, venture capital) and direct co-investments. The Investment Analyst will work closely with team members on sourcing, due diligence, and monitoring private equity fund investments and direct co-investments. Responsibilities and Duties The duties and responsibilities of this position include, but are not limited to: Conduct investment due diligence and analysis using both quantitative and qualitative tools. Participate in research related to PRIM's portfolio, private markets, emerging investment areas or other special projects to inform or identify investment opportunities and portfolio strategy. Evaluate and implement investment tools and resources used in connection with investment monitoring and portfolio management. Monitor existing fund investments and portfolio companies across a wide variety of industries. Manage investment database and pipeline to track and monitor prospective and existing investments. Prepare and present investment recommendations for internal and board-level approval. Interact with existing and prospective investment managers. Represent PRIM while interacting with investment managers and the investment community. Required Qualifications Bachelor's degree demonstrating outstanding academic performance. 1 to 3 years of post-undergraduate investment or analytical work experience, preferably within investment management, investment banking, accounting or management consulting. Proficiency in Excel, PowerPoint, Word, Outlook and databases. Chartered Financial Analyst (CFA) Level I or II, or willingness to pursue or progress towards CFA charter. Strong analytical and problem-solving skills with excellent judgment. Ability to generate both qualitative and quantitative analysis independently. Demonstrated ability to work collaboratively and take initiative in a small team environment. Outstanding communication skills, both written and verbal. Must demonstrate attention to detail, intellectual curiosity and critical thinking skills. Must demonstrate high integrity and ethical behavior. Our Mission The Pension Reserves Investment Management (PRIM) Board manages the assets (~$120 billion) of the Pension Reserves Investment Trust Fund for public employee pension benefits on behalf of Massachusetts State Employees, Teachers, as well as participating retirement systems throughout the Commonwealth of Massachusetts. PRIM's mission is to generate strong risk-adjusted investment returns that help the Commonwealth meet its pensions obligations and alleviate taxpayer burden. PRIM's highly experienced, professional investment staff seeks to maximize the return on investment with an acceptable level of risk by broadly diversifying the investment portfolio, capitalizing on economies of scale to achieve cost-effective operations, and providing access to high-quality, innovative investment strategies. It is the policy of Pension Reserves Management Board to afford equal employment opportunity to all qualified persons regardless of race, color, religious creed, national origin, ancestry, age, military status, sexual orientation, disability, genetic information, gender identity, gender expression or gender unless based upon a bona fide occupational qualification. #INDPRIM

The Director, Investment Specialist/Head of Co-Manufactured Products will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi-asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross-functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for commercial success of these products. Key Responsibilities Product Management: Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target-date funds, lifetime income solutions, and multi-asset strategies. Ensure products meet client needs, market demands, and regulatory standards. Cross-Functional Leadership: Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products. Market Research & Strategy: Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities. Project Management: Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed. Client & Consultant Engagement: Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings. Product Innovation: Explore opportunities for innovative product solutions that can differentiate the firm's offerings in the market. Foster a culture of innovation within the Product Development team. Regulatory Compliance: Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures. Key Qualifications Education: MBA or advanced degree in Finance, Business Administration, or related field. Certifications: CFA, CAIA, or a comparable financial certification. Experience: 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi-asset strategies. Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co-manufactured target-date funds and managed account solutions. Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem (investment managers, insurers, middleware providers, investment consultants and advisors, etc.). Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments. Skills: Excellent analytical and problem-solving capabilities, with a strategic mindset. Strong project management skills, with proven ability to manage complex cross-functional initiatives. Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels. Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines. Experience with competitive analysis, financial modeling, and pricing strategies. Proficiency with industry tools, such as Morningstar Direct and Factset Ability to travel (up to 25%). Key Competencies Relationship Building & Collaboration: Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives. Leadership & Collaboration: Demonstrated ability to lead and motivate cross-functional teams, driving alignment and accountability across departments. Innovation: Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs. Results-Oriented: Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals. Client-Focused: Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback. Adaptability: Ability to thrive in a fast-paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives. Why Join Us? As the Director, Investment Specialist/Head of Co-Manufactured Products, you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high-impact initiatives that directly contribute to the firm's growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $120,750.00 USD - $217,350.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is one of the premier providers of professional liability insurance. CNA offers excellent work/life balance opportunities and a strong benefits package. We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus on high severity D&O and E&O claims under policies issued to Public Companies as well as Financial Institutions such as large depository institutions, insurance companies and investment advisors. The Individual in this position will investigate and maintain complex professional liability claims and work within specific limits of authority on assignments requiring significant technical complexity and coordination. While utilizing claims policies and guidelines, the Individual in this position will also review coverage, assess liability and damages, secure information, and negotiate and settle claims. The average caseload for this claim professional will be approximately 120-135 files. These claims can be highly complex in nature and valued in the multi-million dollar range. Insurance litigation and coverage interpretation/analysis experience is strongly desired. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. This includes analysis of complex coverage issues requiring strong coverage acumen with respect to a variety of policy forms, involving multiple coverages and coverage parts. * Ensures exceptional customer service by managing all aspects of the claim, interacting and communicating professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. * Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. * Leads focused investigation to determine independent assessment of liability and damages by gathering pertinent information, such as contracts or other documents, as necessary to verify the facts of the claim. * Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Directly negotiates and resolves cases where appropriate and participates in mediations and settlement conferences to resolve files. Attends trial as necessary. * Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. * Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. * Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. * Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight list, and preparing and presenting succinct summaries to senior management. * Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. * Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities * Advanced technical and product specific expertise, claims resolution skill and knowledge of insurance and claims principles, practices and procedures. This position requires demonstrated ability to handle litigated matters, including selection and direction of counsel, and formulation and execution of resolution strategies and strategic coordination with counsel, insureds, brokers and other insurers under reimbursement policies. * Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. * Strong communication, negotiation and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. * Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. * Strong work ethic, with demonstrated time management and organizational skills. * Ability to work in a fast-paced environment at high levels of productivity. * Demonstrated ability to negotiate complex settlements. * Experience interpreting complex commercial insurance policies and coverage. * Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. * Knowledge of Microsoft Office Suite and ability to learn business-related software. * Demonstrated ability to value diverse opinions and ideas. Education & Experience * Bachelor's Degree or equivalent experience. Juris Doctorate is preferred. * Typically a minimum six years of relevant experience, preferably in Professional Liability claim handling or a minimum of six years in a law firm handling Professional Liability matters * Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable * Prior negotiation experience * Professional designations preferred (e.g. CPCU) #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

The Infrastructure Investment Team, consisting of 20+ investment professionals, invests John Hancock's balance sheet as well as third party capital in core and core-plus infrastructure assets globally, with a focus on the US and Canada. The team manages ~$15 billion of equity investments across a range of sectors including renewables, power & utilities, transportation, telecommunications and midstream. The Boston based team closed on their third infrastructure fund (Manulife Infrastructure Fund III, L.P.), a private fund pool of $5.5 billion, in September 2025. The team is actively seeking to add investment professionals to both aid in the underwriting of new infrastructure equity investments, as well as help manage existing assets. The Analyst position represents an opportunity to play a key role in a growing deal team with a focus on analyzing and executing on new investment opportunities. Responsibilities Support senior investment officers in analyzing and evaluating new investment opportunities Take ownership over financial modeling and preparing investment committee materials Be a key contributor in the planning and completion of due diligence Monitor and assist in the management of existing portfolio companies Prepare periodic reviews of the performance of companies in which we have invested, including investment research and financial analysis Contribute to a flexible, dynamic, and team-oriented working culture Qualifications required At least 1-3 years of transactional and investment work experience Strong quantitative and analytical skills Strong financial modelling and financial statement analysis skills Experience in conducting due diligence is an asset. Attention to detail is a critical success factor in this position. Basic understanding / exposure to infrastructure asset class Bachelor's degree in business, accounting or economics Must be able to manage multiple projects at once. Strong project management skills Strong verbal and written communication skills needed to effectively communicate with senior management on financial analyses. When you join our team: • We'll empower you to learn and grow the career you want. • We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. • As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $88,500.00 USD - $159,500.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

The Analyst is expected to evaluate investments through detailed analyses, specifically managing the valuation and financial modelling components of the acquisition and portfolio management processes. Acquisitions responsibilities include: Developing and maintaining detailed DCF models for both traditional farmland and vertically integrated food company investment opportunities (private equity) Collaborate directly with subject matter experts across the deal origination and operations teams to perform due diligence and research Produce investment committee memorandums and incorporate relevant valuation outputs, such as sensitivities Present valuation outputs and recommendations to investment committees Portfolio Management responsibilities include: Developing and maintaining detailed DCF models for existing investments and portfolios Collaborate directly with portfolio managers and operations to ensure continuous and effective valuation monitoring Contributing to routine appraisal processes for existing investments Other responsibilities include: Develop strong working relationships with all relevant Manulife Agriculture business units Work with global teams, such as business development and economic research, on valuation projects and special initiatives. Seek ways to improve underwriting processes and valuation capabilities. Required Qualifications: Bachelor's Degree with a major in finance, accounting, or related field Analytically minded individual with a strong attention to detail Extensive Microsoft Excel skills In-depth knowledge of and ability to independently perform financial analysis General knowledge of investment management and alternative asset classes, specifically real assets, with a genuine interest in agriculture / real assets Effective team player with excellent organizational skills, ability to meet deadlines, work collaboratively and have strong communication skills. Strong ability to interact and build relationships with individuals at all levels of the organization and with external parties. Mature and willing to approach problem solving with openness and willingness to understand others' perspectives with the goal of working towards a workable solution. High degree of self-motivation and professionalism and work as a team player. Ability to present analyses in a clear and concise manner (verbal and written) Organizational and project management skills commensurate with prioritizing, managing and completing multiple projects and deadlines concurrently. Must be able to work in a fast-paced environment and with dispersed teams across multiple geographies and time zones. Willingness to progress towards becoming a CFA charter holder Willing to travel up to 10% of the time Preferred Qualifications: MBA, CFA or CAIA is a plus When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $78,000.00 USD - $140,500.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

The North American Real Estate Finance Group is responsible for identifying, underwriting and procuring high quality commercial real estate mortgage loans on behalf of Manulife and its lending partners. The Associate Investment Analyst will support the North American Real Estate Finance Group with the prudent investment of commercial mortgage loans in accordance with all applicable policies, procedures and guidelines. The role is multifaceted as it includes: (1) Direct involvement with the origination and allocation of commercial mortgage loans on behalf of our funding sources and (2) Assisting with the servicing of the mortgage loans during the life of loans. The candidate will have the opportunity to be involved with all stages of the commercial mortgage lending life cycle. The workload will be balanced, and responsibilities will shift as needs arise. Position Responsibilities: Conduct administrative duties including coordination of meetings, agenda preparation, minute keeping and file management. Communicate with our teams in production, compliance, portfolio management, risk management and legal during the allocation process of new loans to our funding sources. Prepare investment proposals for review and approval by our funding sources. Facilitate ongoing communication and assist with the preparation of reports required by our funding sources. Responsibilities include: (1) working closely with production, credit, closing, post-closing team members as well as external business partners, (2) gathering and reviewing all required due diligence items, (3) ensuring all conditions and documentation requirements for new loans are met during the life of loans. Operate under tight timeframes to meet the needs of borrowers, SEC exams, internal and external audits and ad hoc requests. Take on special projects and cross train with other teams as new initiatives arise. Qualifications: BA and/or post-secondary education, preferably in finance, real estate or accounting (or equivalent work experience) required. Prior commercial mortgage and/or commercial real estate experience is a plus. Excellent communication skills, both written and oral, as well as strong computer skills, including with the Microsoft Office suite. Professional work ethic, strong attention to detail, responsive, and ability to perform well under pressure. Team oriented. Strong organizational, judgmental and decision-making skills with the ability to prioritize. Willingness to learn and desire to earn new responsibilities. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. Position is based in Boston. Travel to Manulife's Home Office in Toronto will be periodically required. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $73,350.00 USD - $122,250.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

Wealth Management Advisor (T) Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance. Key Responsibilities and Duties The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions. All licenses must be obtained within 120 days from start date. Educational Requirements University (Degree) Preferred Work Experience 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required 5+ years building long lasting relationships with affluent clients or equivalent experience; Required FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: 2026-01-31Base Pay Range: $48.08/hr - $52.88/hr Advisors are eligible to participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position The Energy & Infrastructure (E&I) team, part of the $22 billion Global Alternative Markets portfolio, is seeking a Senior Analyst or an Associate as the mandate executes on its next phase of growth. The strategy invests holistically across the infrastructure landscape including opportunities in (i) traditional energy, (ii) digital infrastructure, (iii) diversified infrastructure, (iv) renewables, (v) energy transition, and (vi) services and software into the infrastructure ecosystem. E&I's mandate is to deliver compelling, risk-adjusted returns featuring strong downside protection and asymmetric upside. The team leverages subject matter expertise, ability to underwrite complexity, speed to execute, and a peer-oriented go-to-market strategy to establish E&I as a differentiated capital partner of choice. This hire will be an integral member of the E&I team with significant ownership of the investment process across market research, sourcing, underwriting and ongoing portfolio management. The individual hired will be centrally involved in the execution of direct/co-investment transactions and will also contribute meaningfully to primary fund commitments/relationships. This is a range posting between a Senior Analyst and Associate position and level will be determined by hiring team based on experience. Responsibilities Contribute as an integral member of the E&I Equity team to invest in opportunities across the infrastructure landscape. Manage investment diligence from start to finish, performing comprehensive analysis and developing recommendations on directs investments, co-investments and fund commitments. Effectively screen opportunities, identifying and succinctly communicating the most relevant investment highlights and key risk considerations. Lead the creation of investment committee materials (complete with financial projections) and present the team's investment recommendations to internal investment committees. Assist in the evaluation, structuring, and negotiation of economic and legal terms. Actively monitor existing investments, maintain external relationships with partners, and provide detailed updates to team members as needed. Contribute to regular engagement with external stakeholders and market participants to support the E&I team's origination goals and enhance market presence. Collaborate cross-functionally with additional LMI teams including Legal, Finance, Accounting, and Risk Management to execute transactions and manage the portfolio. Qualifications 3-5 years of relevant work experience in infrastructure or private equity investing, investment banking, or consulting. Previous experience in underwriting direct / co-invest investments with a demonstrated ability to identify and evaluate transaction risks, value-creation opportunities and risk mitigation strategies. Excellent written and verbal communication skills; comfortable making investment recommendations, and addressing questions from, an investment committee. Detail-oriented, accurate, and capable of producing consistent work product. Strong interpersonal skills; comfortable with consensus decision-making and working in a collaborative, team-based environment. Self-motivated and creative with the ability to work independently; flexibility to take on additional responsibilities depending on the needs of the business. Proven ability to interact and build relationships with internal and external investment professionals and executives. Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy. Passion for investing and strong interest in energy and infrastructure. Minimum of a Bachelors degree from a leading institution. Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position: As a member of the Risk Management Team, the Associate will assist with risk analysis, monitoring, and framework development across Liberty Mutual Investments with a focus in Analytics. This individual will help develop and/or automate new analytics and existing processes. In addition to wide-ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process. Responsibilities: Overseeing and advancing LMI's risk management framework Develop and/or enhance risk models and the risk framework to effectively manage risks and to improve risk management capabilities. Prepare monthly and quarterly portfolio risk review material, as well as providing ad hoc portfolio and risk analysis as necessary. Monitoring global market developments and identifying major risks to our portfolio Relating market conditions, industry and regulatory developments to investment execution Qualifications A degree in Computational Finance, Economics, or technical field and 5+ years of relevant work experience is required. A graduate degree would be a plus. The ideal candidate must also bring the following qualifications: A strong quantitative background, including statistics, computational or numerical simulation methods, and econometrics Programming experience in dynamically typed languages, including Python, Excel VBA, SQL Familiarity with generative AI models Demonstrated capability to drive projects to successful completion through cross-functional collaboration Must be a self-starter with ambition and intellectual curiosity, as well as exceptional problem- solving skills, strategic thinking Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments Familiarity with Bloomberg, Aladdin and other standard financial databases and tools preferred Ability to work independently as well as thrive in a team environment A passion for risk management and a desire to learn about the field Strong communication/interpersonal skills, and the ability to interact with a variety of investments and support professionals About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position: LMI's Quantitative Solutions team, part of the Global Strategy & Capital Allocation (GSCA) business unit, is seeking a highly motivated, entrepreneurial Associate. The Quantitative Solutions team leads the General Account's asset allocation and portfolio construction process, delivering advanced analytics, scenario analysis, and forward-looking insights to guide long-term, annual, and tactical investment decisions within regulatory, rating agency, and portfolio constraints. Our broader team, GSCA, is the nerve center of LMI, responsible for developing tools and insights for designing business & investment strategy, deconstructing the macro/market narrative, informing top-down house views, and setting the asset allocation for the General Account (GA). GSCA functions as the Office of the Chief Investment Officer (CIO), influencing all aspects of the portfolio management process and ensuring that LMI delivers for its Liberty partners. Responsibilities: Develop, maintain, and enhance quantitative models and analytical tools that support asset allocation and portfolio construction decisions Produce scenario analysis, stress testing, and portfolio analytics to inform long-term, annual, and tactical investment decisions under insurance, regulatory, and rating agency constraints Support senior team members in monitoring portfolio positioning, risk budgets, liquidity, and projected investment cash flows Build and enhance expected return, risk, and relative-value models across asset classes in line with portfolio objectives and strategy Contribute to the further development of the team's expertise in private assets quantitative modeling, including return drivers, risk characteristics, and portfolio integration Support top-down macroeconomic and asset-class research across public and private markets Partner with LMI Investment Business Units (IBUs) to support data, analytics, governance and research initiatives that improve consistency, transparency, and decision-making Participate in cross-team research projects, sharing insights and contributing to the team's collective knowledge base Develop expertise in insurance-driven portfolio construction, private assets, and asset-liability management considerations through hands-on analysis and collaboration Qualifications The position requires a Master's degree in Financial Engineering, Statistics, Mathematics, Economics, or a related field plus 5+ years of experience in the job offered or a related field. The ideal candidate must also bring the following qualifications: Working knowledge of fixed income assets, public equities, and private markets, with exposure to private asset classes such as private credit, real assets, infrastructure, or private equity Understanding of long-horizon, balance-sheet-driven portfolio management, including the interaction between assets, liabilities, liquidity, and capital constraints Strong applied quantitative skillset, including time series analysis, simulation techniques, portfolio optimization, and performance attribution, with the ability to translate research into production-ready models and tools Advanced programming and data skills, including Python, SQL, version control, and familiarity with AI, machine learning (ML), and modern data architectures and analytics platforms Experience with financial and portfolio management systems and tools (e.g., Bloomberg, BlackRock Aladdin, Excel), and comfort working across the full technology project lifecycle Familiarity with private asset data providers and datasets and an understanding of their strengths, limitations, and appropriate use cases Comfort working with incomplete, noisy, or non-standardized data, applying sound judgment alongside quantitative rigor Demonstrated curiosity, ownership mindset, and willingness to proactively identify questions, test ideas, and iterate on models under guidance from senior team members Intellectual curiosity about the evolving role of AI in financial services, with a practical interest in experimenting with and applying new tools to improve research, analytics, and decision-making Strong communication and collaboration skills, with the ability to explain complex quantitative concepts clearly to a broad range of stakeholders and contribute effectively to cross-functional projects About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position The Capital Solutions team, operating within the $10 billion Global Credit Markets portfolio, is looking to expand its deal teams by adding an additional professional. The team focuses on being a capital partner of choice for companies. We execute on opportunistic transactions across the debt and equity spectrum that span geographies, sectors, and collateral types, targeting teens returns with downside protection. Capital Solutions can invest in private and public credit across security types, including 1st lien, 2nd lien, and mezzanine debt, along with preferred and structured equity. This hire will be a crucial part of a lean team, contributing to the growth and continued success of the Capital Solutions business. This is a range posting between a Senior Analyst and Associate position and level will be determined by hiring team based on experience. Responsibilities: Deal Execution: Partner with senior team members to execute all aspects of deal execution, including investment framing, credit underwriting, due diligence, structuring and negotiation, management of the investment committee process, legal documentation, and asset management. Lead all aspects of due diligence and analysis of investments. Develop investment committee memoranda and present to investment committees. Perform detailed financial modeling to support investment decision-making. Support deal execution, including the development of legal documentation. Monitor existing investments. Engage with external partners and management teams. Market Research and Sector Analysis: Understand the merits of transactions and the underlying businesses, understand trends within a particular sector, and conduct market research. Project Management: Manage multiple projects at a time and work with external partners and work internally with other LMI credit groups as well as our legal, asset allocation, risk, and accounting and operations teams to develop customized solutions for corporate counterparts. Value Generation: Drive robust relative value discussions across the organization and seek to generate optimal risk-adjusted returns for the overall portfolio. Team Collaboration: Work independently in a flat/lean team structure and promote a culture of collaboration, being willing to work cross-functionally to add value across the organization. Technology and Analytics: Pursue the development of technology, data, and analytics needed to support the role. Qualifications Education: Bachelor's Degree from a leading institution (Finance, Economics, or Accounting preferred). Experience: 2-6 years of related experience within credit investing, private equity, investment banking (restructuring and M&A preferred), or consulting. Skills: Excellent quantitative and qualitative analytical skills, financial modeling skills, decision-making ability, and communication skills, both verbal and written. Strong interest in credit and structured equity investing. Exceptional skills in Excel and a high level of comfort in Word and PowerPoint. Detail-oriented, accurate, and capable of producing consistent work product. Comfortable making investment recommendations to and fielding questions from an investment committee. Professionalism necessary to interact with external constituencies, including corporate executive teams, alternative asset managers, and external law firms. Ability to prioritize and manage multiple tasks in a fast-paced environment. Self-motivated and creative, with the ability to work independently as well as collaboratively across a team-oriented environment. General knowledge of capital markets and fixed income investments. Team-oriented individual with ability to collaborate across both the Capital Solutions team and broader LMI organization. Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position The Energy & Infrastructure (E&I) Credit team, part of Liberty Mutual's $22 billion Global Alternative Markets platform, is seeking an Associate to join its growing platform. The E&I Credit team operates within the Alternative Credit group and focuses on credit investments across the infrastructure spectrum-including traditional energy, renewable power, energy transition, digital infrastructure, and diversified infrastructure assets. Investing across the risk-return continuum, the team targets both investment-grade and growth credit opportunities. Through subject matter expertise, flexible underwriting, and execution speed, the E&I Credit team has built a reputation as a differentiated and value-added capital partner. This Associate role offers the opportunity to play a meaningful role on a lean, high-performing team contributing to the growth and continued success of the business. Responsibilities Transaction Execution: Manage multiple projects at a time. Partner with senior team members to support all aspects of deal evaluation including investment framing, credit underwriting, due diligence, structuring and management of the investment committee process. Own the operational process and coordinate with internal stakeholders as the deal moves from initial screening to close. Creation and Presentation of Materials: Develop detailed investment committee memoranda and screening presentations. Present to team members and investment committees. Robust Analytical and Modeling Skillset: Perform detailed financial modeling and data analysis to support investment decision-making. Portfolio Management and Monitoring: Follow progression of closed transactions and communicate material changes to broader team members. Work on ad hoc requests to summarize portfolio metrics and performance. Value Generation: Drive robust relative value discussions across the organization. Be able to effectively communicate the underlying dynamics of the energy and infrastructure sub-markets. Seek to generate optimal risk-adjusted returns for the overall portfolio. Team Collaboration: Work independently in a flat/lean team structure and promote a culture of collaboration, being willing to work cross-functionally to add value across the organization. Qualifications Education: Bachelor's degree with strong academic performance Experience: 3-6 years of relevant work experience in infrastructure, private credit investing, banking or similar financial institutions Skills: Previous experience in credit underwriting with a demonstrated ability to identify and evaluate transaction risks and risk mitigation strategies. Quantitative and qualitative analytical skills, financial modeling skills, and decision-making ability. Written and verbal communication skills; comfortable making investment recommendations and addressing questions from an investment committee. Ability and willingness to go above and beyond to ensure deal execution happens on a timely basis while managing multiple responsibilities. Detail-oriented, accurate, and capable of producing consistent work product. Self-motivated and creative with the ability to work independently; flexibility to take on additional responsibilities depending on the needs of the business. Proven ability to interact and build relationships with internal and external investment professionals and executives. Passion for energy and infrastructure sectors. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position: LMI's Quantitative Solutions team, part of the Global Strategy & Capital Allocation (GSCA) business unit, is seeking a highly motivated, entrepreneurial Associate. The Quantitative Solutions team leads the General Account's asset allocation and portfolio construction process, delivering advanced analytics, scenario analysis, and forward-looking insights to guide long-term, annual, and tactical investment decisions within regulatory, rating agency, and portfolio constraints. Our broader team, GSCA, is the nerve center of LMI, responsible for developing tools and insights for designing business & investment strategy, deconstructing the macro/market narrative, informing top-down house views, and setting the asset allocation for the General Account (GA). GSCA functions as the Office of the Chief Investment Officer (CIO), influencing all aspects of the portfolio management process and ensuring that LMI delivers for its Liberty partners. Responsibilities: * Develop, maintain, and enhance quantitative models and analytical tools that support asset allocation and portfolio construction decisions * Produce scenario analysis, stress testing, and portfolio analytics to inform long-term, annual, and tactical investment decisions under insurance, regulatory, and rating agency constraints * Support senior team members in monitoring portfolio positioning, risk budgets, liquidity, and projected investment cash flows * Build and enhance expected return, risk, and relative-value models across asset classes in line with portfolio objectives and strategy * Contribute to the further development of the team's expertise in private assets quantitative modeling, including return drivers, risk characteristics, and portfolio integration * Support top-down macroeconomic and asset-class research across public and private markets * Partner with LMI Investment Business Units (IBUs) to support data, analytics, governance and research initiatives that improve consistency, transparency, and decision-making * Participate in cross-team research projects, sharing insights and contributing to the team's collective knowledge base * Develop expertise in insurance-driven portfolio construction, private assets, and asset-liability management considerations through hands-on analysis and collaboration Qualifications The position requires a Master's degree in Financial Engineering, Statistics, Mathematics, Economics, or a related field plus 5+ years of experience in the job offered or a related field. The ideal candidate must also bring the following qualifications: * Working knowledge of fixed income assets, public equities, and private markets, with exposure to private asset classes such as private credit, real assets, infrastructure, or private equity * Understanding of long-horizon, balance-sheet-driven portfolio management, including the interaction between assets, liabilities, liquidity, and capital constraints * Strong applied quantitative skillset, including time series analysis, simulation techniques, portfolio optimization, and performance attribution, with the ability to translate research into production-ready models and tools * Advanced programming and data skills, including Python, SQL, version control, and familiarity with AI, machine learning (ML), and modern data architectures and analytics platforms * Experience with financial and portfolio management systems and tools (e.g., Bloomberg, BlackRock Aladdin, Excel), and comfort working across the full technology project lifecycle * Familiarity with private asset data providers and datasets and an understanding of their strengths, limitations, and appropriate use cases * Comfort working with incomplete, noisy, or non-standardized data, applying sound judgment alongside quantitative rigor * Demonstrated curiosity, ownership mindset, and willingness to proactively identify questions, test ideas, and iterate on models under guidance from senior team members * Intellectual curiosity about the evolving role of AI in financial services, with a practical interest in experimenting with and applying new tools to improve research, analytics, and decision-making * Strong communication and collaboration skills, with the ability to explain complex quantitative concepts clearly to a broad range of stakeholders and contribute effectively to cross-functional projects About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position: As a member of the Risk Management Team, the Associate will assist with risk analysis, monitoring, and framework development across Liberty Mutual Investments with a focus in Analytics. This individual will help develop and/or automate new analytics and existing processes. In addition to wide-ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process. Responsibilities: * Overseeing and advancing LMI's risk management framework * Develop and/or enhance risk models and the risk framework to effectively manage risks and to improve risk management capabilities. * Prepare monthly and quarterly portfolio risk review material, as well as providing ad hoc portfolio and risk analysis as necessary. * Monitoring global market developments and identifying major risks to our portfolio * Relating market conditions, industry and regulatory developments to investment execution Qualifications A degree in Computational Finance, Economics, or technical field and 5+ years of relevant work experience is required. A graduate degree would be a plus. The ideal candidate must also bring the following qualifications: * A strong quantitative background, including statistics, computational or numerical simulation methods, and econometrics * Programming experience in dynamically typed languages, including Python, Excel VBA, SQL * Familiarity with generative AI models * Demonstrated capability to drive projects to successful completion through cross-functional collaboration * Must be a self-starter with ambition and intellectual curiosity, as well as exceptional problem- solving skills, strategic thinking * Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments * Familiarity with Bloomberg, Aladdin and other standard financial databases and tools preferred * Ability to work independently as well as thrive in a team environment * A passion for risk management and a desire to learn about the field * Strong communication/interpersonal skills, and the ability to interact with a variety of investments and support professionals About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco

**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Finance and Accounting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $63,800.00 - $105,400.00 **Target Openings** 1 **What Is the Opportunity?** National Accounts Finance is seeking a highly motivated financial consultant to join our TPA (Third Party Administrator) Data Quality team. Under moderate supervision, this individual will be responsible for processing excess loss reimbursements and all related activity for the National Accounts unbundled book. Under Moderate Supervision, responsible for conducting and documenting moderately complex financial/ accounting/expense analysis assignments. Maintain high standard of day-to-day execution, i.e. ownership of work assignments, and accurate and timely financial information to our internal and external business partners. You will leverage your ability to connect with others and take action to achieve customer's needs. Position does not manage others. **What Will You Do?** + Prepare, evaluate, and validate financial and operational reports. + Analyze, interpret, and validate trends and variances in business performance, while partnering with cross functional peers on limited basis. + Complete timely and accurate monthly tie out of Specialty Group Captive excess losses by account and confirm the balances with the respective analysts. + Complete any assigned ledger account reconciliation monthly, ensuring accuracy and timeliness and obtain proper review and sign off. + Collaborate with analysts, TPA Data Operations, Claims department, and TPA's to resolve any identified discrepancies. + Partner & collaborate with other disciplines (claims, ETM, underwriting, Loss DB, etc.) as well as outside parties (TPA's and insureds) to foster strong relationships. + Perform TPA bank account reconciliations completeness and accuracy + Support your financial partners in the preparation of analyses to support business strategy. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree in Finance, Accounting, or comparable advanced professional education. + Working knowledge of the insurance industry; knowledge of claim process, a plus. + Solid Excel skills; experience using pivot tables preferred. + Knowledge of Financial Analysis concepts and processes, and accounting practices and principles. + Written and verbal communication skills with the ability to pay attention to detail and effectively covey information. + Ability to leverage analytical skills access and gather data, and understanding of what the data represents. + Experience using Microsoft Office (e.g., Word, Outlook, PowerPoint) and Financial Reporting Software (e.g., TM1, Essbase, Hyperion, etc.). + Working knowledge of the insurance industry. + Time management/ prioritization skills and ability to solve problems and make recommendations. + Ability to work independently and within a team setting to achieve goals and takes responsibility for decisions and actions. + Intermediate project management skills. + Ability to identify customers needs and take appropriate actions while working within tight timeframes and deadlines. **What is a Must Have?** + Bachelor's Degree in finance, accounting, related degree or equivalent experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Finance and Accounting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $63,800.00 - $105,400.00 Target Openings 1 What Is the Opportunity? National Accounts Finance is seeking a highly motivated financial consultant to join our TPA (Third Party Administrator) Data Quality team. Under moderate supervision, this individual will be responsible for processing excess loss reimbursements and all related activity for the National Accounts unbundled book. Under Moderate Supervision, responsible for conducting and documenting moderately complex financial/ accounting/expense analysis assignments. Maintain high standard of day-to-day execution, i.e. ownership of work assignments, and accurate and timely financial information to our internal and external business partners. You will leverage your ability to connect with others and take action to achieve customer's needs. Position does not manage others. What Will You Do? * Prepare, evaluate, and validate financial and operational reports. * Analyze, interpret, and validate trends and variances in business performance, while partnering with cross functional peers on limited basis. * Complete timely and accurate monthly tie out of Specialty Group Captive excess losses by account and confirm the balances with the respective analysts. * Complete any assigned ledger account reconciliation monthly, ensuring accuracy and timeliness and obtain proper review and sign off. * Collaborate with analysts, TPA Data Operations, Claims department, and TPA's to resolve any identified discrepancies. * Partner & collaborate with other disciplines (claims, ETM, underwriting, Loss DB, etc.) as well as outside parties (TPA's and insureds) to foster strong relationships. * Perform TPA bank account reconciliations completeness and accuracy * Support your financial partners in the preparation of analyses to support business strategy. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * Bachelor's degree in Finance, Accounting, or comparable advanced professional education. * Working knowledge of the insurance industry; knowledge of claim process, a plus. * Solid Excel skills; experience using pivot tables preferred. * Knowledge of Financial Analysis concepts and processes, and accounting practices and principles. * Written and verbal communication skills with the ability to pay attention to detail and effectively covey information. * Ability to leverage analytical skills access and gather data, and understanding of what the data represents. * Experience using Microsoft Office (e.g., Word, Outlook, PowerPoint) and Financial Reporting Software (e.g., TM1, Essbase, Hyperion, etc.). * Working knowledge of the insurance industry. * Time management/ prioritization skills and ability to solve problems and make recommendations. * Ability to work independently and within a team setting to achieve goals and takes responsibility for decisions and actions. * Intermediate project management skills. * Ability to identify customers needs and take appropriate actions while working within tight timeframes and deadlines. What is a Must Have? * Bachelor's Degree in finance, accounting, related degree or equivalent experience. What Is in It for You? * Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. * Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. * Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. * Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. * Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************

Job Description Financial Advisor - Baystate Financial (CT, MA, NH, VT) Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn't for everyone, but for the driven individual who is willing to get after every day - freedom is the result with uncapped earnings. We're looking for ambitious, competitive individuals who want freedom, control, and uncapped earnings. At Baystate Financial, we don't just hire employees-we partner with entrepreneurs. Since 1901, we've built one of New England's strongest financial firms by attracting people who are driven to win and hungry to succeed. If you're a self-starter who thrives on challenges and wants to be in charge of your future, this is your path. Why Baystate You run your practice - we provide the training, systems, and support Uncapped earnings - your results dictate your rewards (commissions + incentives) Mentorship from top producers - learn directly from proven leaders Marketing + technology power - so you stay focused on growth, not admin Top Producer recognition & incentives - compete, win, and get rewarded What We Offer Medical, Dental & Vision 401(k) + retirement savings programs Life & Disability coverage Competitive incentives, trips, and recognition Compensation: $80,000 - $100,000+ at plan commission Responsibilities: What You'll Do Build your own book of business helping clients achieve their financial goals Take ownership of your growth with the backing of a 300+ professional firm Push yourself daily to maximize results, freedom, and income Qualifications: What It Takes High drive, self-motivation, and competitive spirit U.S. Citizen or Permanent Resident (licenses/registrations required) 2 years of professional experience in a similar or related field required About Company We are Baystate Financial, and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs, and then helping them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses throughout the country.