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BXP jobs in Boston, MA

- 111 jobs
  • Senior Service Desk Analyst

    BXP 4.8company rating

    BXP job in Boston, MA

    Oversee, monitor, maintain and support IT services to end-users. Manage technologies, processes and controls that maintain and elevate standards and security of IT services. Serve as the point of escalation and technical resource on issues and projects with both Infrastructure Services and Application & Data Services. Essential Functions: End User Support Respond in person/remotely; escalate across regions; support OS/apps (Windows 11, M365, Azure VD, Adobe); maintain AD accounts; Intune proficiency. Support the use of operating systems and desktop software applications. Maintain and enforce software policies and standards. Deploy and support hardware including desktops/laptops, printers, mobile devices, phones, and conference room technologies. Maintain and enforce hardware policies and standards. Provision and manage access through Active Directory and Security Manager. Maintain and enforce directory policies and standards. Deploy and support corporate applications, systems, and services. Serve as the point of technical escalation on issues and their resolution for other team members, Infrastructure Services and Application & Data Services. Configuration/Security Standards Support Windows Group Policies, AD OUs, Intune profiles; maintain/enforce security policies; patching via SCCM/Intune; maintain inventory. Manage packages and the deployment platform for all desktop software. Manage the patch and compliance process for all desktop software. Partner with IS Security team on reporting, analysis and ongoing improvements. Technology Implementations Manage process, service, and technology improvement initiatives and assume ownership of ServiceNow automations/workflows. Partner with Infrastructure Services and Application & Data Services on upgrades, deployments, and implementations. Serve as an onsite technical resource. Internal Operations Utilize Microsoft's System Center Configuration Manager (SCCM), InTune, and other technologies to develop and provision services. Maintain documentation in accordance with policies and control requirements. Conduct research on new technologies or products. Recommend purchases based on an assessment of user requirements. Conduct one-on-one instruction. General: Special projects and other duties assigned. Requirements and Qualifications: A bachelor's degree or equivalent educational certification required. A minimum of 5 years' desktop support experience in a Microsoft environment. Posses an extensive knowledge of Windows 10/11, MS Office; remote support apps (Teams, RDP); networking (switches, routers, firewalls); scripting (PowerShell). Possess a strong working knowledge of desktop security protections, group policies and patching solutions. Understand networking concepts and possess a basic working knowledge of switches and routers. Proven ability to provide support for troubleshooting and resolving technical issues. Excellent verbal and written communications skills. Proven ability to interact with all levels of employees. Ability to demonstrate multi-task management skills. Ability to partner on and/or self-manage projects. Demonstrated commitment to and proficiency in customer service culture. Exhibits and champions excellence in work habits and a willingness to embrace change. Demonstrated ability to work proactively, independently, and as part of a team is essential. Be detail-oriented and methodical in solving problems and managing multiple projects. Possess an aptitude toward learning technical concepts. Be results-oriented and a quick learner in supporting new products and technologies. Be able to travel and to work flexible schedules outside normal business hours when required. Physical Requirements: Involves work of a general office nature usually performed sitting such as answering the phone and operation of a computer. Involves work of a general office nature usually performed standing such as operation of a photocopier and a fax machine. Involves work of a general nature related to computer repair. Involves movement between departments and sometimes office building floors to facilitate work. Involves lifting of computers & monitors up to 50 pounds. Internal and External Contacts: This position regularly interacts in both verbal and written form with employees, vendors, and contractors of BXP. This position may also interface with external vendors. Reporting Structure: This position reports directly to the Manager, Regional IT Services, who provides supervision and guidance, and coordinates, evaluates, and monitors work performance on a periodic basis. Salary Range: $82,940 - $133,710. BXP offers a competitive total rewards package including base salary and annual discretionary bonus. The range represents expected base salary; compensation will be determined based on role, skills, experience, qualifications, location, and other job-related factors. Our comprehensive benefits include medical and dental coverage, a retirement savings plan with competitive company match, backup childcare, educational assistance, employee support programs, a generous commuter transit subsidy and more. BXP is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
    $82.9k-133.7k yearly Auto-Apply 42d ago
  • Property Manager

    BXP 4.8company rating

    BXP job in Boston, MA

    Manage the property/portfolio to enhance long-term value. Manage and provide day-to-day direction and supervision related to general operations and maintenance, life safety and security, loss prevention, client relations, landscaping, client construction and parking facilities. Essential Functions: Operations + Develop the annual operating and CapEx budgets and implement the business plan, ensuring net operating income (NOI) goals are met, at the property level including formulating and submitting quarterly accruals, budget reforecasts, providing explanations for variances and any required financial reporting. + Manage and oversee CapEx projects in assigned properties as required. + Solicit, negotiate and administer service contracts as required. + Review and authorize purchase orders and payments to vendors in accordance with company policy. Client Relations + Develop and maintain strong business relationships with clients, vendors and the local business community. + Actively participate in the collections process by regularly communicating with clients and appropriate regional staff, providing support as required. + Maintain frequent contact with clients focusing on improving service delivery and client satisfaction. + Review client alteration plans prior to commencement of work and confirm all required documentation is obtained. + Provide additional services to clientsand enhance work order revenue. + Regularly inspect client spaces, mechanical areas, grounds and common areas of the property. General + Provide leadership and direction, develop strategic goals, assign work, and training to the property management team. + Maintain familiarity with all sections of leases related to operating provisions, services/additional services, expenses, clients use and landlords obligations. + Engage contractors with sufficient technical expertise to service the property in accordance with lease requirements and company standards. + Meet regularly with janitorial, maintenance and security contractors to review quality of work and adherence to contract specifications. + Oversee timely execution of the BP Loss Control Program and Emergency Response Planning. Ensure employees are trained, drilled and materials are updated periodically. + Investigate and report all accidents/property damage to appropriate management and authorities. + Manage property level sustainability program including: energy management, recycling, and conservation efforts. + Assist BP Leasing Group as required including conducting leasing tours. + Monitor the status of vendor's insurance certificate requirements. + Maintain a working knowledge of Company databases and informational/reporting tools. + Attend and participate in BOMA and industry related meetings and events. + Perform other duties as assigned. Requirements and Qualifications: + BA/BS degree required. A concentration in business administration or real estate related field preferred. + A minimum of 5 years of property management experience required. Prior Class A commercial office property management experience and familiarity with operating a multi-client office building strongly desired. + Certification as Real Property Administrator (RPA ) and/or Certified Property Manager (CPM ) preferred. + Continuing education toward LEED certification highly desirable. + Working knowledge of local building and fire codes. + Working knowledge of all building systems including but not limited to HVAC, electrical, plumbing, and vertical transportation. + Working knowledge of security and life safety protocols. + Ability to work autonomously and also as a productive member of a team. + Ability to organize and coordinate work efficiently, set priorities, and motivate others to do the same. + Ability to work in a fast paced environment and deal effectively with multiple, simultaneous deadlines and projects. + Excellent written and oral communication skills. + Excellent interpersonal skills. + Excellent problem solving skills and use of resources. + Proficiency with Microsoft Office Applications. + Flexibility with schedule. Region/Building Specific Functions: + NYC Refrigeration Engineers Certification preferred. (NY) + Certificate of Qualification as High Rise Fire Safety Director preferred. (NY) + Certificate of Qualification as Emergency Action Director preferred. (NY) Physical Requirements: + Involves work of a general office nature usually performed sitting such as operation of a computer. + Involves work of a general office nature usually performed standing such as operation of a fax and printer. + Involves work such as tours throughout property portfolio usually performed by walking and by climbing stairs. + Involves movement between departments to facilitate work. + Regularly required to bend and reach. + Regularly use hands and fingers to write and type. + Regularly required to talk and hear. + Occasionally required to crouch, climb stairs and ladders and in environments with temperature ranges both while working outside and inside. + Occasionally exposed to vibration or noise as well as dust. + Vision abilities allowing reading of printed material, graphics, computer displays and physical inspections of properties and sites. + This is an on-site position and requires in-person attendance. Internal and External Contacts: This position interacts extensively with all levels of employees within BXP, with clients and the public. Reporting Structure: This position reports directly to the head of Property Management, a Regional Property Manager or a Senior Property Manager who provides supervision, guidance and evaluates work performance on a periodic basis. Salary Range: $101,295 - $188,290. BXP offers a competitive total rewards package including base salary and annual discretionary bonus. The range represents expected base salary; compensation will be determined based on role, skills, experience, qualifications, location, and other job-related factors. Our comprehensive benefits include medical and dental coverage, a retirement savings plan with competitive company match, backup childcare, educational assistance, employee support programs, a generous commuter transit subsidy and more. Additional details will be provided during the hiring process. BXP is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. Boston Properties is an Affirmative Action and Equal Opportunity Employer. We are committed to fair and impartial treatment in all of our relations with employees, as well as applicants for employment, to recruit, upgrade, train, and promote in all job titles without regard to race, color, gender, gender identity or expression, sexual orientation, religion, age, national origin, disability, marital status, protected veteran status, genetic information or any other legally protected characteristic.
    $51k-61k yearly est. 5d ago
  • Internal Sales Associate

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Basic Purpose: Providing support to Regional Director and maintaining sales/service relationships with brokers. Primary Responsibilities: * Provide support to Regional Director covering specific geographical territory. * Act as a liaison between wholesalers and broker/consultants. * Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company's products. * Responsible for mailings/literature requests. * Will be point of contact with brokers, financial consultants, and planners to maximize sales. * Recruiting and maximizing new business prospects. Job Requirements: * Bachelor's degree preferred. * Minimum of 2 years of related industry experience preferred. * FINRA Series 7, & 63 or 66 licenses required and mutual fund/investment sales experience preferred. * Must meet required outbound call/contact activity levels as set by Manager. * Strong computer skills: MS Word, Excel, and PowerPoint. * Excellent verbal and written communication skills. * Must be a self starter and demonstrate a passion for sales. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $65,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $65k yearly Auto-Apply 32d ago
  • MSIM- High Yield Research- Analyst

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of March 31, 2022. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. General Description The Investment Management Analyst Program in the Fixed Income High Yield group typically runs five years and is intended for talented graduates who possess a strong interest in financial markets. The program begins with extensive training designed to equip Analysts with the fundamental skills they need to be successful in investment management. The Analyst will support industry coverage and portfolio management workflows within the High Yield group's investment team. Successful Analysts will gain substantial job responsibility and may progress to the Associate level during the program. Progression beyond the five-year program is dependent on staffing needs. This position offers an unparalleled opportunity to influence investment decision-making while learning directly from experienced portfolio managers, analysts, and operations team members. The High Yield department manages $26.4 billion as of March 31, 2025. Members of the High Yield research team contribute to idea generation by conducting thorough fundamental research and relative value analysis. Research is organized by industry specialization with each Senior Analyst covering high-yield companies within two to four industries. When pertinent, members of the High Yield Group work closely with analysts from MSIM's equity, leveraged loan, global income, and investment grade teams. Primary Responsibilities Assist Senior High Yield Analysts and Portfolio Managers in their evaluation of potential investment opportunities. At a high level, this includes: (i) analysis of industry fundamentals and outlooks, and (ii) conducting in-depth fundamental research on individual company business models, operating strategies and outlooks. This work typically results in a conclusion regarding the creditworthiness of the company being evaluated and the relative attractiveness of their debt instruments. Build and maintain proprietary financial models from data obtained from company filings (e.g., 10-Ks, 10-Qs) and other data sources (e.g., Bloomberg, S&P Capital IQ, industry-specific information providers). In addition to company-specific financial models, credit analysis often includes additional elements, such as: sensitivity analyses, peer comparisons and industry-specific analyses. Prepare detailed initiation of coverage research reports and periodic updates. Take part in due diligence meetings with management teams. Participate in daily investment team meetings, company reviews (often occurring as a result primary issuance or a secondary market opportunity) and industry reviews. Work on special projects and assignments for the High Yield Team. Responsibility increases are based on merit and investment performance. Job Requirements A bachelor's degree and approximately 0-2 years of relevant work experience Strong academic record combined with extracurricular achievements Outstanding oral and written communication skills Strong Excel skills; experience modeling corporate financial statements (income statements, balance sheets, and cash flow statements), preferably from a credit perspective The ability to function reliably and independently with a high degree of accuracy and attention to detail Understanding of the corporate bond and equity markets WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $125,,000 per year for Associate level at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-125k yearly Auto-Apply 60d+ ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    Boston, MA job

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the market * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 03/23/23 Morgan Stanley Business Service Officer Job Description * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the market * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Market Business Service Officer Direct reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 42d ago
  • IM Operations- Portfolio Recordkeeping Director (AVP)

    Morgan Stanley 4.6company rating

    Boston, MA job

    We are seeking an experienced and detailed-oriented Portfolio Accounting & Recordkeeping, Director to support and evolve a best-in-class Portfolio Accounting function. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at the Director level, that will be responsible to ensure accurate, timely, and globally consistent portfolio accounting, valuation, and production of the official investment/performance book and record. This role sits within the Public Markets Middle Office and is pivotal to ensuring data accuracy, transparency, and operational readiness across the firm's investment operations in support of MSIM clients, investment teams and traders, reporting teams and other essential uses of middle office operations data. As the Portfolio Recordkeeping Director, you would be responsible for the daily execution of accounting and recordkeeping processes across various investment strategies and asset classes. This role will be part of a global team in a follow the sun model, ensuring the integrity of the MSIM's start of day, end of day, and period close books and records. This role will support the Portfolio Accounting & Recordkeeping Vice President in implementing business process and deliver high-quality, ready for business data to enable front-to-back operational processes, investment analytics, regulatory compliance, and a best-in-class client experience. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… * Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars * Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development * Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required * Produce and publish the official Aladdin Portfolio Asset Value on a monthly, in accordance with client and reporting SLAs, including performing all Quality Control (QC) checks to finalize and close the books. * Manage daily portfolio accounting and recordkeeping process, ensuring all transaction (trades, income, accruals, corporate actions) and positions are processed timely, completely, and accurately. * Support standardization and documentation of operational procedures across portfolios and asset classes. * Ensure complete, accurate, and timely start of day positions to support investment process, including start of day cash and projected cash to support investment teams. * Act as a point of escalation for team analysts, in helping to research and resolve exceptions cross-functionally to the accounting books of record (start of day, end of day, and period close) within established SLAs. * Provide support and expertise on tax lot accounting principles, particularly for tax-managed portfolios, to enable accurate tax reporting and performance attribution. * Provie subject matter support for Aladdin Accounting transaction, position, and valuation data. * Capture key metrics to help drive effective management of the day-to-day operations. * Actively partner with Data Quality and Engineering team to develop and refine data anomaly detection and mitigation strategies to prevent impact to MSIM books and records. * Document, maintain, and oversee adherence to standard operating procedures. * Ongoing business process improvement leveraging automation with low code tooling. What you'll bring to the role: * BS/BA degree required. * A minimum of 7 years of related experience, preferably in asset management with experience working in portfolio or fund accounting. * Experience across a broad spectrum of portfolio types: Separately Managed, Sub-advised, Funds (e.g. Mutual Fund, OIEC, etc..). * Experience with middle office operations including but not limited to trade settlement, IBOR/ABOR, transaction lifecycle events across spectrum of asset class (equity, fixed, derivatives), cash and position reconciliation, performance reporting. * Experience with accounting systems; preferably Aladdin * Experience with tax managed strategies is a plus * Experience working with, and accounting for, derivatives and synthetic exposures (e.g., Bank Loans). * Experience functioning in a team lead and/or team mentor capacity. * Automation first mindset. Experience with implementing process improvements and transformation. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $105,000 and $156,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $105k-156k yearly Auto-Apply 21d ago
  • Associate - Global Product Data Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Department Investment Management (IM) Operations partners with the Investment Management and related teams of MSIM, by providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data, corporate actions. reconciliations and performance and attribution analysis services. Team The Global Product Data Team creates and maintains equity and fixed income securities and related reference data for Investment Teams, Surveillance, and other users of security master data. This includes a variety of equity instruments including common stocks, ADRs, GDRs, rights and warrants, and a variety of fixed income instruments including treasuries, mortgage-backed securities (MBS), asset backed securities (ABS), bank loans, collateralized debt and loan obligations (CDO, CLOs), municipal bonds and others. We also work to ensure the quality, completeness, and timeliness of the data for each of these types of instruments. We seeking someone to join our team as an Associate with a focus on maintaining MSIM's security master and related reference data, as well as work on strategic initiatives as we continue to provide quality data for our clients and reduce risk in our changing industry. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Creating and managing securities with a focus on automation, data quality and risk mitigation. * Providing security master and reference data support to Front Office (PM's, Traders, Analysts) , Surveillance and other stakeholders across Asia, Europe, and America. Responding to all queries in a timely manner. * Reviewing exception reports such as those for Aladdin and proprietary systems on a daily basis and resolving the exceptions * Resolving cash and asset reconciliation exceptions including researching reference data points causing the breaks * Partnering with global teams in West Conshohoken, PA and Mumbai, India for security master related cleanup, new data points and related projects. What you'll bring to the role: * 2+ years of experience in the asset management side of the investment management industry. * Strong knowledge of investment instruments, their related reference data requirements and how they are expected to behave. * Knowledge of Aladdin applications, particularly Security Master, Dashboards, AladdinView and Reconciliation. Other modules such as Trade Entry, Explore a plus. * Proficiency with data querying tools such as PL/SQL and MSSQL a plus * Proficiency with market data providers such as Bloomberg and Refinitive a plus * Proficiency with automation tools such as Copilot, Alteryx, Ui Path and PowerBI a plus * Strong organizational skills with strict attention to detail. * Demonstrated success working in a high volume, high intensity environment. * Demonstrated commitment to risk control and management. * Demonstrated skills working on a global team including clear communication, being proactive, handoffs and escalation as needed. * Excellent oral and written communication skills. * Professional and decisive with outstanding business judgment and ability to see issues through to resolution. * Proficient computer skills, particularly with Microsoft Office (Excel) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $65k-90k yearly Auto-Apply 7d ago
  • Executive Director, Investment Solutions Strategist & Equity Analyst - Specialty Solutions Group

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of June 30, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit ************************* The Specialty Solutions Group (SSG) is seeking an experienced professional to join the team, in a unique hybrid capacity, combining the responsibilities of an investment strategist with complementary equity research responsibilities. With over $75b in AUM and experiencing strong business growth, the SSG Team is seeking an investment professional who can contribute to investment analysis of equities across a range of market caps and industries, as well as engaging with internal and external partners, consultants and high net worth prospects. This role is ideal for a candidate who thrives in both analytical and strategic environments and is passionate about investing. What you'll do in the role: * Develop thought leadership content including white papers, presentations, and ad hoc analyses to support business development efforts of SSG. * Serve as a subject matter expert on SSG's offerings and consult with appropriate team members on product positioning and outreach efforts. * Communicate portfolio positioning, performance and investment rationale to internal and external stakeholders. * Act as a spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. * Lead competitive market analysis, track investor trends, and support product launches. * Act as a conduit between investment and distribution teams * Build and maintain relationships with sales partners, research teams, and financial advisor community. * Collaborate with marketing, legal, and product development teams to support business development and maintain accurate offering materials. * Research, analyze, and provide investment recommendations on publicly traded companies across a variety of industries and market caps (focus on SMID). * Identify secular growth opportunities as well as risks across a broad investment universe. * Pursue a long-term investment approach balancing investment and tax considerations. * Utilize both qualitative and quantitative research to generate actionable investment insights. * Establish and maintain effective relationships with other analysts to maximize knowledge across sectors. What you'll bring to the role: * Minimum 10-15 years of relevant investment experience, with expertise in health care, financials and industrials sectors and small and mid-cap securities preferred * CFA or Master's degree in business or finance required * Proven ability to articulate investment strategy and insights to clients, analysts, and internal stakeholders * Proven track record of generating alpha over an extended investment horizon * Superior understanding of securities analysis, valuation methods, and investment research techniques * Excellent communication, presentation, and interpersonal skills * Strong leadership and decision-making skills * Advanced computer proficiency and strong attention to detail * Willingness and ability to travel Who you are: * Operates with a strong sense of ethics and integrity in your interactions with others and decision making. * Takes accountability and ownership in your work with a focus on long-term value creation. * Track record of fostering a culture of honesty, transparency and accountability within teams. * Proven ability to collaborate across teams to deliver optimal solutions for clients. * A passion for innovation, with a continuous improvement mindset to drive excellence. * Respect for individual differences, with an openness to diverse perspectives. * Engagement in community service, volunteering or corporate citizenship initiatives. * Commitment to mentoring and supporting professional growth of others. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $103k-133k yearly est. Auto-Apply 7d ago
  • Vice President - Investment Management Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    We're seeking someone to join our team as a Vice President in Investment Management Operations to play an integral role servicing clients and facilitating client events including, on-boarding of new business, account transitions and client terminations. The individual will work closely with the outsourced Investment Manager Solutions (IMS) team to ensure completion of all client deliverables. Morgan Stanley's Investment Management's product range is continually evolving into new product and strategy areas, demanding ever-changing infrastructure and solutions. The Vice President will be required to facilitate discussion with all the impacted parties to ensure that the appropriate support models are in place. The Transition team focusses not only on institutional segregated business but also on proprietary fund launches or closures. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Manage North America client events including, on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business * Coordinating support on North America pipeline from team in India and discharging outsourcing oversight responsibilities * Organizing regular huddle meetings & training sessions with India * Joint oversight of State Street Transitions team * Assisting with strategic priorities of the T3 platform and ownership of initiatives assigned * Co-responsibility with global * Achieve Global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities * Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers * Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities * To provide daily support to a suite of clients for queries ranging from reporting to investment decisions * Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks. * Close liaison with sales and the client to ensure that client expectations are understood and accomplished * Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation. * Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles * Ensuring all procedural documentation is up to date and accurate * Provide and implement recommendations for process improvements, including workflow and technology * Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency * Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels What you'll bring to the role: * Working background in all aspects of Investment Management Operations, preferably with a focus upon transition events * Strong attention to detail * Excellent organizational and project management skills * Strong business sense and excellent judgment * Good knowledge of the custody environment * Stakeholder management * Strong risk awareness and communication skills * Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams. * Comfortable dealing with senior individuals and management across these functions WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $105,000 and $156,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $105k-156k yearly Auto-Apply 4d ago
  • Regional Engineer

    BXP 4.8company rating

    BXP job in Waltham, MA

    Oversee, monitor, and facilitate engineering operations for existing assets, new development, and acquisition projects in the regional portfolio. Provide the technical and operational oversight, expertise and training required for a best-in-class operation. Essential Functions: Building Operations Oversee management of engineering operations at existing assets and new development projects to ensure consistency of performance, including operations plans, standard operating procedures (SOP), emergency response and safety protocols. Lead, support and develop high performance teams. Assist in the development and tracking of utility budgets, research and execute energy and resource conservation opportunities. Represent BXP at client construction meetings as necessary. Manage drawing review process for ground up development, asset repositioning and client alteration processes. Accountable for compliance with internal and external policies, procedures and requirements including but not limited to Arc Flash, NFPA-92 and ASHRAE 188 Water Management Plans. Manage the proficient operation of assets to certify all systems are maintained in first class condition. Building systems to include and not be limited to: HVAC, electrical, plumbing, elevator, energy management, fire alarm, sprinkler, and associated support equipment. Oversee engineering operating budgets. Procure and evaluate bid proposals for service contracts and one-time projects e.g., life safety, electrical and mechanical services. Liaise with engineering labor contractor to coordinate all engineering related services; coordinate staffing requirements and recruiting efforts. Manage engineering related functions from design input, construction, commissioning and transition from construction to operations. Assist with company acquisitions by conducting building conditions assessments and developing operating budgets and capital plans. Manage Angus Anywhere preventative maintenance, loss control and service call programs; manage work productivity through service call and preventive maintenance program reporting. Ensure contracted maintenance, repair and/or construction activities conform to established building policies and standards. Conduct periodic building inspection and audits to confirm compliance with operations and maintenance programs including service call programs, preventative maintenance, loss prevention activities, safety training, hazardous materials, OSHA compliance, water treatment and record keeping. Supervisory Provide direction in managing the engineering staff through hiring, performance management, and annual performance review and compensation process for assigned engineering staff, if applicable. Region/Building Specific Functions: Perform other duties as assigned. Requirements and Qualifications: High School Diploma or equivalent educational certification required. Accredited technical school, military or college certification in HVAC or Operating Engineering Technologies preferred. A minimum of 8-10 years of progressively responsible experience in the engineering, construction, and operations of class A commercial office buildings. Knowledgeable in applicable codes and standards at local, state and federal levels for commercial office building operations; develop working relationships with both internal and external resources to assist with code review and interpretation. Certified Energy Manager (CEM) preferred. RPA Real Property Administrator (RPA) preferred. Operating and/or Steam Engineering license preferred. Licensed mechanical engineer certification preferred. Knowledgeable in OSHA and National/Local Building Codes. Excellent mechanical aptitude and a demonstrated proficiency in the operation, and maintenance of electrical and mechanical systems. Excellent troubleshooting and diagnostic skills. Excellent technical and proven problem-solving skills. Proven customer service skills. Excellent leadership skills. Ability to work independently as well as an effective team member or leader. Excellent communications and organizational skills. Ability to coordinate work efficiently, set priorities and motivate others. Ability to demonstrate multi-task management skills. Proficiency with Microsoft Office Applications. Valid Driver's License required. Physical Requirements: Involves work of a general office nature usually performed sitting such as operation of a computer. Involves work of a general office nature usually performed standing such as operation of a fax and printer. Involves movement between departments to facilitate work. Vision ability must allow the reading of printed materials, prints and drawings. May be required to stoop, crouch, kneel, crawl, balance, climb stairs, and work at heights and in environment with temperature ranges both while working outside and inside. May be required to lift and move objects up to 50 pounds. Travel between buildings is required. Internal and External Contacts: Regularly interfaces with clients, various BXP staff, vendors, construction professionals, and consultants. Reporting Structure: Reports to the VP, Engineering who provides supervision, guidance, and evaluates work performance on a periodic basis. Salary Range: $134,695 - $199,765. BXP offers a competitive total rewards package including base salary and annual discretionary bonus. The range represents expected base salary; compensation will be determined based on role, skills, experience, qualifications, location, and other job-related factors. Our comprehensive benefits include medical and dental coverage, a retirement savings plan with competitive company match, backup childcare, educational assistance, employee support programs, a generous commuter transit subsidy and more. BXP is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
    $58k-68k yearly est. Auto-Apply 15h ago
  • Associate, Client Processing I

    BNY Mellon 4.4company rating

    Boston, MA job

    Client Processing - IC1Performs routine and non-routine client service and transactional support functions. Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues. Processes account related transactions per scheduled events/client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues.Manages situations which may require adaptation of response or extensive research according to client response. Escalates more complex situations to senior colleagues.Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.Performs complex operational tasks in a product or functional area. May be responsible for allocating and checking work of team members. May be responsible for specific supervisory review and approval actions.Contributes to the achievement of team objectives Bachelors degree or the equivalent combination of education and experience is required.0-3 years of total work experience is preferred. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
    $72k-102k yearly est. Auto-Apply 60d+ ago
  • Associate, Consultant Relations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. North American Institutional Consultant Relations Team The North American Institutional Consultant Relations Team is responsible for driving growth across the MSIM platform, via the consultant relations channel, through the development of new relationships, the enhancement of existing relationships, and the application of a holistic and partnership-oriented approach to provide a best-in-class consultant and associated client experience. The team works in close partnership with institutional sales, relationship management and investment teams to deliver the full breadth of MSIM's investment ideas and solutions. Highlights & Key Responsibilities The North American Consultant Relations Team is seeking a collaborative, self-motivated, and deadline-driven professional to support our institutional consultant relationships and capital raising efforts. The candidate should possess strong communication and analytical skills, as responsibilities will include assistance in hosting meetings, communicating quantitative and qualitative information, preparing competitive analysis on MSIM strategies, monitoring consulting firms for updates and engaging with MSIM investment professionals and other internal stakeholders. This position offers high visibility internally, providing meaningful opportunities for professional growth and development in a variety of client-facing roles. Responsibilities include: Support 2-3 consultant relations professionals on fostering their consultant relationships, capital raising efforts, and business management activities Work with the consultant relations team to proactively identify business development opportunities within a consultant's client roster and help coordinate with relevant institutional sales, relationship management, and investment team colleagues. Assist in responding to consultant inquiries, including requests for data, materials on our investment capabilities, search-related information and other ad-hoc requests Coordinate across investment teams and other internal functions to prepare consultant materials Contribute to the development and maintenance of business metrics and reports, utilizing salesforce and other internal databases Work with internal partners to help manage all aspects of the investment and operational due diligence processes. Qualifications Bachelor's degree 1-4 years of relevant investment management experience FINRA Series 7 and 63 required (or willingness to obtain) Excellent communication and relationship building skills, team-oriented and collaborative Ability to work well under pressure including a proven ability to multi-task and prioritize A problem-solver who demonstrates effective organization skills and follow-through Results-oriented with a bias for action and innovation Deeply collaborative in their interaction with colleagues across the firm regardless of function or level Technical and aesthetic mastery of PowerPoint, Excel and Office Intellectual curiosity and self-motivation Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams, including senior management WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-120k yearly Auto-Apply 44d ago
  • Registered Client Relationship Analyst

    Morgan Stanley 4.6company rating

    Middleton, MA job

    Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Assists Financial Advisor(s) / team in delivering against their business plan and client service model Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed) Morgan Stanley Registered Client Relationship Analyst Job Description • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multitask • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $31,200 and $90,000 per year atthe commencement of employment.However, base pay if hired will be determined on an individualizedbasis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $31.2k-90k yearly Auto-Apply 60d+ ago
  • Director, Client Executive

    The Bank of New York Mellon 4.4company rating

    Boston, MA job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Client Executive to join our Asset Owners team in the Americas. This role is located in New York City, Boston, MA or Los Angeles, CA. In this role, you'll make an impact in the following ways: * Serve as a Client Account Lead responsible for the commercial health (profitability, cross-sell) for a number of existing relationships, representing approx. $25 to 50m annualized revenue * Identify and lead new client acquisitions, including prospecting across the enterprise and externally * Be a leader of Asset Servicing Client Coverage in the NY or LA office, facilitating senior executive engagement with clients * Continue to build BNY's presence through participation in events, industry forums, and conferences To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. * 10-12 years of professional experience, preferably in client management roles with commercial accountability for top line growth is required * Financial services experience with strong preference towards relevant experience in asset servicing, custody, securities services relevant experience * Proven ability to capture wallet share through proactive client management practices * Experience developing new relationships with prospective clients through to conversion * Ability to rally the broader organization to solve complex problems and meet the expectation of our clients At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $127,000 and $250,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
    $127k-250k yearly 6d ago
  • Estate Settlement Officer

    The Bank of New York Mellon 4.4company rating

    Boston, MA job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role can be located in Philadelphia, PA, New York, NY, Boston, MA, Greenwich, CT, Los Angeles, CA, or Menlo Park, CA. In this role, you'll make an impact in the following ways: * Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee. * Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. * Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. * Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families. * Will be expected to assess, identify and escalate/address risk-related issues. * Orchestrate the varied administrative tasks through the support of the Wealth Management team. * May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to the settlement of estates and probates will be required. * Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. * Full knowledge of policies and procedures are essential to the Specialist role. * Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. * Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. * Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. * Frequent and regular/scheduled interaction with clients, including in-person client meetings. * Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework. * Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. * Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. * Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. * Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. * Work with teams on opportunities sourced by other functional team members. * Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * Advanced/graduate degree preferred or equivalent work experience. * 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships. * The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. * CTFA, CFP strongly preferred. Complimentary professional designations a plus. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $164,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
    $68k-164.5k yearly 6d ago
  • Sr UiPath RPA Developer

    Morgan Stanley 4.6company rating

    Boston, MA job

    In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Production Management & Reliability Engineering position at the Vice President level, which is part of the job family responsible for overseeing the production environment, ensuring the operational reliability of deployed software, and implementing strategies to optimize performance and minimize downtime. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. The position is for a senior UiPath RPA developer. The position will require the candidate to work with many different business groups analyzing and automating their business processes using UiPath. The candidate should also have experience and a solid understanding of RPA principles, the software lifecycle, governance practices and IT release process. The candidate should be able to mentor junior UiPath developers. What you'll do in the role: * Build workflows using UiPath Studio and manage schedule via Orchestrator * Develop code using existing RPA framework and other scripting tools * Gather the business and system requirements * Document the process design document and outline exception handling for each process for the support team. * Build, test, and support solutions to streamline and optimize business processes * Work with business and technology teams to analyze and assess automation feasibility * Ability to mentor and assist junior developers What you'll bring to the role: * Computer Science degree preferred * UiPath development experience required - Orchestrator and Studio. Other products such as Document Understanding, Test Manager and Process Mining a plus. * Experience with scripting tools/languages like PowerShell, SQL, Bash, Python, VB is preferred * Experience with working with APIs (e.g. REST, SOAP, GraphQL) is preferred * Experience with working relational databases (e.g. MySQL, MS SQL server) is preferred * Strong problem solving and analytical skills * Experience with Process Analysis, Design and Implementation, Business and Technical requirements, system testing, including UAT and bug fixes * Self-starter who also has the ability to work collaboratively in a team environment * Experience working in an Agile environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $130,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $130k-190k yearly Auto-Apply 6d ago
  • Director - Real Estate Accounting Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley manages a line of tax-managed alternative investment products with AUM of approximately $64.0 Billion, including real estate assets of approximately $9.6 Billion, consisting of over 145 real properties. The real estate assets consist of property investments in various ownership structures and varying markets and sectors. Independent property management companies manage the real estate assets. We're seeking someone to join our team as a Director as part of a team of experienced accounting professionals responsible for performing the accounting and reporting for the entire real estate investment portfolio. The team's primary responsibilities include performing operational and accounting functions related to real estate investments and the Funds, analyzing and accounting for real estate transactions, financing, and other activities in a dynamic environment. The team provides on-going support to and works collaboratively with the Eaton Vance Real Estate Investment Portfolio Management Group. This position requires the candidate to have a strong familiarity with the real estate industry, a solid understanding of GAAP and accounting for real estate, and an interest in the investment management industry. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Maintain an experienced understanding of the business line, firm and real estate investments held in a competitive environment. * Prepare and review daily and monthly property accounting and reporting for a portfolio of currently 145+ investment properties and 9+ property management firms within stringent deadlines. * Prepare detailed accounting entries for real estate transactions within stringent deadlines. * Perform the team's operational and accounting functions for both the Alternative Investment Funds and the related subsidiary real estate investments. Such responsibilities may include; credit facility and mortgage debt administration and compliance, monitoring of cash movements, distributions and contributions from/to real estate investments, maintenance of investment trial balances, accrual accounting, developing and providing accounting instruction to service providers, loan borrowings and repayments, assisting with external and internal audits, monitor and process invoices and other expense accounting to include insurance and real estate taxes. * Provide on-going support to the Real Estate Investment Group. * Play a role in ensuring a strong control environment and monitor risks. * Contribute to the optimization of the use of technology solutions and existing platform subscriptions. Adapt to and learn innovative technologies as needed. * Contribute to firm initiatives. * Play a contributing role in administering existing technology platforms and creating solutions using AI and modern technology. * Strong accountability for accuracy and completion of assigned deliverables while meeting deadlines. * Play an integral contributing role in daily collaborations with internal teams as well as multiple outside service providers. Outside service providers include property managers, banks, custodian, and audit professionals. * Maintain and build relationships with peers in department, immediate supervisor, peers in other departments and with exposure to senior staff. * May have responsibility for training staff and have supervisory responsibilities. * Participation in firm initiatives and adherence to firm policies, procedures, and training. What you'll bring to the role: * Continuous focus in building strong relationships internally and externally. * Effective use of technology solutions and existing platform subscriptions and develop and learn modern technology solutions. * Ability to use independent judgement and ability to work independently. * Developing supervisory, training skills, and providing input into resourcing decisions. * Maintain strong written and oral communications. * Understand and maintain a strong control environment. 1. Experienced understanding of Real Estate Accounting. * Bachelor's and/or master's degree in accounting or finance. * A CPA candidate, or CPA with public accounting experience, preferred. * A minimum 4-6 years demonstrated progression of audit, accounting and reporting experience within the Real Estate and Investment industries, with a strong knowledge of GAAP. * Strong detail orientation skills with a superior work ethic. * Excellent organization, time management, problem solving and communication skills. * Advanced technology skills preferred. Skilled working with Alteryx, PowerBi, preferred. * Experience with RealPage Asset Monitoring software a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $80k-115k yearly Auto-Apply 45d ago
  • Associate, Portfolio Analyst

    BNY Mellon 4.4company rating

    Boston, MA job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. Newton Investment Management is one of BNY Mellon Investment Management's specialists, and they are a London-based global investment house with expertise in a range of disciplines, including global, regional and emerging-market equities, multi-asset strategies, absolute return investing and global bonds. A global, thematic approach to investment helps them achieve long-term perspective on global financial markets and economies and identify areas of long-term risk and opportunity. Their belief is that responsible investment is better investment for clients and they consider ESG (environmental, social and governance) issues in relation to every company in which they invest. Newton is part of BNY Mellon Investment Management, one of the world's largest investment managers. We're seeking a future team member for the role of Portfolio Analyst at Associate level to join our Portfolio Implementation team. This role is located in Boston, MA. In this role, you'll make an impact in the following ways: Implement trades and portfolio changes, overseeing the end-to-end investment process including on-boarding and off-boarding. Manage cash flows and rebalance portfolios in a timely and effective manner including monitoring asset allocations and FX hedges across funds. Monitor portfolio holdings to ensure consistent application of investment strategy and compliance with guidelines. Act as a liaison between the investment team and other internal business partners, including trading, compliance, fund administration, client services, and operations. Act as a subject matter expert on investment systems. Work to identify system enhancements / issues, assist with portfolio management projects, and support reporting requirements. To be successful in this role, we're seeking the following: Bachelor's degree in Finance, Business, or related field 3-5 years of experience in the financial industry, preferably with portfolio implementation or investment operations Knowledge of a wide range of investment strategies and asset classes Experience with Blackrock Aladdin (or the ability to quickly learn) and/or other investment platforms Proficient in MS Office applications, especially Microsoft Excel Attention to detail, accuracy and timeliness Excellent analytical and interpersonal skills and ability to coordinate between various groups within a global organization At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $77k-118k yearly est. Auto-Apply 60d+ ago
  • Senior Accountant, Property Accounting

    BXP 4.8company rating

    BXP job in Boston, MA

    Manage, audit and analyze all financial matters related to assigned portfolio. Serve as the financial expert and primary facilitator of all financial matters for assigned properties. Essential Functions: Responsible for the quarterly close process, including preparing supporting schedules and generating reports for audit binders. Oversee client accounts to ensure they are billed correctly each month for all rental and additional charges per their lease and investigate and resolve all discrepancies. Analyze and prepare quarterly Tax and GAAP financial statements, including all supporting schedules as scheduled. Present formal revenue and expense variance explanations in the VET tool on a quarterly basis in conjunction with property management. Perform analysis and develop financial reports and related schedules in accordance with lender and/or third party requirements. Analyze and prepare client operating and real estate tax escalations for assigned properties' monthly payment and annual true-up. Audit accuracy of various databases, such as Lease Tracking, BP Loan Summary, Rent Roll, and Lease Abstract, for assigned portfolio. Communicate with property management to assist with preparation of portfolio annual budgets and quarterly re-forecasts. Work with Lease Administration, Accounts Receivable, Accounts Payable, Tax, Finance and Legal Departments to obtain necessary information for the completion of financial statements. Perform required analysis and develop external reports for compliance with all agreements (sales & use returns, I&E forms etc.). Audit and prepare reconciliation of all accounts (i.e. work orders, etc.). Examine and comprehend all management, development, joint venture agreements and mortgage documents for assigned properties. Analyze and prepare depreciation on a monthly basis. Provide VP, Regional Controllers and all other BXP personnel with the highest level of service. Manage, analyze and interpret leases. Enter all required information into Expense Participation Work with financial reporting in regards to complex transactions. Compile supporting documentation for client audits. Requirements and Qualifications: BA/BS degree in Business Administration or Accounting required. A minimum of 1 to 3 years of accounting experience required. A minimum of 3-5 years of experience strongly preferred. Previous accounting experience in commercial real estate settings or related industries preferred. Strong computer skills with proficiency in MS Excel required. Proven organizational skills with ability to set priorities, manage multiple projects and meet deadlines. Self-starter capable of finding solutions with minimal supervision. Ability to interact with co-workers, clients, or vendors in an articulate, courteous, and professional manner at all times. Leadership abilities. Ability to work under pressure, multitask and work independently, as well as part of a team. Adaptability to changing demands. Effective problem solving skills. Excellent communication skills, both written and oral, as well as interpersonal skills. Knowledge of JD Edwards accounting software desirable. Physical Requirements: Involves work of a general office nature usually performed sitting such as operation of a computer. Involves work of a general office nature usually performed standing such as operation of a fax and printer. Involves movement between departments to facilitate work. Internal and External Contacts: Regularly interfaces with BXP employees, Property Managers, and clients. Reporting Structure: This position reports directly to the Senior Manager and VP, Regional Controller. Salary Range: $90,180 - $125,505. BXP offers a competitive total rewards package including base salary and annual discretionary bonus. The range represents expected base salary; compensation will be determined based on role, skills, experience, qualifications, location, and other job-related factors. Our comprehensive benefits include medical and dental coverage, a retirement savings plan with competitive company match, backup childcare, educational assistance, employee support programs, a generous commuter transit subsidy and more. BXP is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
    $90.2k-125.5k yearly Auto-Apply 42d ago
  • Property Manager

    BXP 4.8company rating

    BXP job in Boston, MA

    Manage the property/portfolio to enhance long-term value. Manage and provide day-to-day direction and supervision related to general operations and maintenance, life safety and security, loss prevention, client relations, landscaping, client construction and parking facilities. Essential Functions: Operations Develop the annual operating and CapEx budgets and implement the business plan, ensuring net operating income (NOI) goals are met, at the property level including formulating and submitting quarterly accruals, budget reforecasts, providing explanations for variances and any required financial reporting. Manage and oversee CapEx projects in assigned properties as required. Solicit, negotiate and administer service contracts as required. Review and authorize purchase orders and payments to vendors in accordance with company policy. Client Relations Develop and maintain strong business relationships with clients, vendors and the local business community. Actively participate in the collections process by regularly communicating with clients and appropriate regional staff, providing support as required. Maintain frequent contact with clients focusing on improving service delivery and client satisfaction. Review client alteration plans prior to commencement of work and confirm all required documentation is obtained. Provide additional services to clientsand enhance work order revenue. Regularly inspect client spaces, mechanical areas, grounds and common areas of the property. General Provide leadership and direction, develop strategic goals, assign work, and training to the property management team. Maintain familiarity with all sections of leases related to operating provisions, services/additional services, expenses, clients use and landlords obligations. Engage contractors with sufficient technical expertise to service the property in accordance with lease requirements and company standards. Meet regularly with janitorial, maintenance and security contractors to review quality of work and adherence to contract specifications. Oversee timely execution of the BP Loss Control Program and Emergency Response Planning. Ensure employees are trained, drilled and materials are updated periodically. Investigate and report all accidents/property damage to appropriate management and authorities. Manage property level sustainability program including: energy management, recycling, and conservation efforts. Assist BP Leasing Group as required including conducting leasing tours. Monitor the status of vendor's insurance certificate requirements. Maintain a working knowledge of Company databases and informational/reporting tools. Attend and participate in BOMA and industry related meetings and events. Perform other duties as assigned. Requirements and Qualifications: BA/BS degree required. A concentration in business administration or real estate related field preferred. A minimum of 5 years of property management experience required. Prior Class A commercial office property management experience and familiarity with operating a multi-client office building strongly desired. Certification as Real Property Administrator (RPA ) and/or Certified Property Manager (CPM ) preferred. Continuing education toward LEED certification highly desirable. Working knowledge of local building and fire codes. Working knowledge of all building systems including but not limited to HVAC, electrical, plumbing, and vertical transportation. Working knowledge of security and life safety protocols. Ability to work autonomously and also as a productive member of a team. Ability to organize and coordinate work efficiently, set priorities, and motivate others to do the same. Ability to work in a fast paced environment and deal effectively with multiple, simultaneous deadlines and projects. Excellent written and oral communication skills. Excellent interpersonal skills. Excellent problem solving skills and use of resources. Proficiency with Microsoft Office Applications. Flexibility with schedule. Region/Building Specific Functions: NYC Refrigeration Engineers Certification preferred. (NY) Certificate of Qualification as High Rise Fire Safety Director preferred. (NY) Certificate of Qualification as Emergency Action Director preferred. (NY) Physical Requirements: Involves work of a general office nature usually performed sitting such as operation of a computer. Involves work of a general office nature usually performed standing such as operation of a fax and printer. Involves work such as tours throughout property portfolio usually performed by walking and by climbing stairs. Involves movement between departments to facilitate work. Regularly required to bend and reach. Regularly use hands and fingers to write and type. Regularly required to talk and hear. Occasionally required to crouch, climb stairs and ladders and in environments with temperature ranges both while working outside and inside. Occasionally exposed to vibration or noise as well as dust. Vision abilities allowing reading of printed material, graphics, computer displays and physical inspections of properties and sites. This is an on-site position and requires in-person attendance. Internal and External Contacts: This position interacts extensively with all levels of employees within BXP, with clients and the public. Reporting Structure: This position reports directly to the head of Property Management, a Regional Property Manager or a Senior Property Manager who provides supervision, guidance and evaluates work performance on a periodic basis. Salary Range: $101,295 - $188,290. BXP offers a competitive total rewards package including base salary and annual discretionary bonus. The range represents expected base salary; compensation will be determined based on role, skills, experience, qualifications, location, and other job-related factors. Our comprehensive benefits include medical and dental coverage, a retirement savings plan with competitive company match, backup childcare, educational assistance, employee support programs, a generous commuter transit subsidy and more. Additional details will be provided during the hiring process. BXP is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
    $51k-61k yearly est. Auto-Apply 5d ago

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