Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe.
We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk is responsible for executing on and maintaining CA's risk management framework. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.
Job Description:
Setting the direction and the pace for the implementation of processes and practices across CA in alignment with Management and regulatory and Board expectations. With strong collaboration from first-line risk colleagues, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored
Leads the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness
Provides quarterly Enterprise Risk Reports to Management and to the Audit and Risk Committee, inclusive of any critical findings, with targeted, actionable recommendations.
Serves as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with responsibility for recommending remediations, directing further assessment of functions or process assessments, and escalating significant risks to Management for resolution.
Serves as the firm's second line of defense alongside the Chief Compliance Officer, with ownership for identifying, escalating, and resolving enterprise risks. Ensures that business units are accountable for timely risk reporting, mitigation, and monitoring and ensures all incidents and control failures are reported and on track for remediation.
Engages with first-line risk colleagues to identify and mitigate risks that may impinge upon our regulatory status, competitive position or our strategic objectives.
Ensures the execution of risk mitigation strategies across all client-facing and support functions, holding business leaders accountable for implementing required controls and corrective actions.
Ensures the effective execution of regional risk frameworks and respective risk committees, including reporting and issue resolution
Owns the deployment and optimization of the firm's GRC (Governance, Risk and Compliance) tool to establish proactive, real-time visibility, monitoring and assessment of risks across all aspects of our business
Owns and executes the Enterprise Risk Plan, ensuring that resources are deployed strategically and that priorities align with the top risk areas as identified through business area risk workshops and risk assessments
Leads the governance and evolution of the firm's Risk Taxonomy, driving a common risk language and a shared understanding of both ongoing and emerging risks
Directs the maintenance and continuous improvement of the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, enforcing timely updates and compliance with regulatory requirements
Leads the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to ensure business unit objectives are measured objectively and aligned with industry standards.
Qualifications
Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm
Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework
Proven ability to effectively implement Enterprise Risk Management frameworks and risk governance strategies
Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting
Broad-based operational perspective and understanding of the processes and controls of an investment management firm
Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners
Strong executive presence with the ability to communicate clearly and persuasively with Management, senior leadership and our Board of Managers
Deep understanding of global investment management regulatory environment
Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly
Ability to interact with and build relationships with colleagues at all levels of the organization.
Bachelor's degree required, advanced degree desirable
All applications must include a resume and cover letter.
Base salary range for this role:
Pay Range Minimum:
177300
Pay Range Maximum:
241100
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
$161k-210k yearly est. 60d+ ago
Looking for a job?
Let Zippia find it for you.
Business Development Director, Global Client Solutions
Cambridge Associates LLC 4.8
Cambridge Associates LLC job in Boston, MA
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
Cambridge Associates is seeking a dynamic and results-driven Business Development Director to drive lead generation and pipeline building across all client types and service offerings within a dedicated US region. This role is pivotal in expanding the firm's reach, cultivating new relationships, and supporting the growth of our institutional and private client businesses.
Job Description:
Lead Generation & Pipeline Development
* Proactively identify, qualify, and develop new business opportunities across endowments, foundations, pensions, private clients, and other institutional segments.
* Build and manage a robust pipeline of prospects, ensuring consistent activity and progress toward growth targets.
Relationship Building
* Establish and nurture relationships with centers of influence (COIs), including consultants, industry associations, and key market participants within the region.
* Engage directly with prospects to understand their needs and position Cambridge Associates' solutions effectively.
Programmatic Sourcing
* Collaborate with practice-wide business development programs to leverage firm-wide networks, including existing clients and investment managers.
* Utilize internal resources and cross-functional teams to identify additional contacts and opportunities for relationship development.
Strategic Outreach
* Represent Cambridge Associates at industry events, conferences, and networking forums to enhance visibility and generate leads.
* Develop and execute targeted outreach campaigns in partnership with marketing and practice leaders.
Collaboration & Reporting
* Work closely with client solutions, investment, and marketing teams to ensure seamless handoff and onboarding of new clients.
* Maintain accurate records of business development activities, pipeline status, and relationship progress in CRM systems.
* Provide regular updates and insights to senior leadership on regional business development performance and market trends.
Qualifications
* Bachelor's degree required; advanced degree preferred.
* Minimum 7+ years of business development experience in financial services, investment management, or related fields.
* Proven track record of lead generation, relationship management, and sales pipeline development.
* Deep understanding of institutional and private client segments, with established networks in the assigned region.
* Exceptional communication, presentation, and interpersonal skills.
* Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
* Willingness to travel within the region as needed.
* Bilingual, Spanish speaker a plus
Base salary range for this role:
Pay Range Minimum:
136600
Pay Range Maximum:
183000
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
$156k-201k yearly est. 53d ago
Operations Supervisor - Parametric
Morgan Stanley 4.6
Remote or Boston, MA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional operational client service for accounts and client activities.
CRG is comprised of teams and functions including Client Experience (client service and onboarding teams), Client Operations, and Client Control & Contract Management.
ABOUT THE ROLE
This Supervisor position is part of the Client Service team within the Client Experience organization at CRG. The Operations Supervisor oversees, monitors, and improves the daily workflow for their assigned regions. Responsibilities include supervising, mentoring, supporting, and training associates based on feedback from internal teams. The Operations Supervisor collaborates with team leadership and associates to increase efficiency and reduce risk. Building relationships with internal teams and clients, employee development, and management are key aspects of the role.
Primary Responsibilities
* Manage and mentor individual production team members and first time managers. This includes training, active feedback, performance management and performance evaluations.
* Establish regular lines of communication for upward and downward management with all direct reports and co-direct reports.
* Manage approximately 5-8 direct reports on a daily basis
* Provide regular feedback on client service expectations to group.
* Work with Client Service VPs to execute Objectives & Key Results (OKRs) and maintain healthy Key Risk Indicators (KRIs).
* Facilitate workload distribution amongst the team.
* Help the team with day-to-day workflow, identifying activities that need to be escalated/prioritized, and facilitating the review and remediation of escalated items.
* Serve as the escalation point for client relationships and team members, as well as intradepartmental requests, including error resolution. Utilize informed discretion regarding the need for further escalations with a solution orientated mindset.
* Participate as needed on client conference calls and meetings.
* Proactively seek opportunities to improve team processes to reduce risk and improve efficiencies, leveraging a growth-oriented mindset.
* Help lead and implement ad-hoc team projects and initiatives, communicating needs to team.
* Serve as a knowledge expert among peers and other departments. Deep understanding of the "whys" behind processes.
* Partner with leadership across the organization to carry out goals of the team and department.
* Create and oversee reports to mitigate risk within the organization.
* Proactively seek opportunities to improve efficiencies within the team and department.
* Help monitor and manage efforts pertaining to business continuity and resiliency.
* Create and maintain content for learning and development purposes across group.
* Proactively maintain and/or establish new controls within group to mitigate risk; lead the drafting and maintenance of channel guides/ master process guides/ team policies and procedures.
* Help facilitate the development, testing, and deployment of new technology releases/ applications on behalf of group.
* Work with Vice President to generate metrics and create reports that assist in determining resource needs by recognizing key trends.
Job Requirements
* 4-year degree, preferably in related discipline such as economics, finance, or marketing; work experience in lieu of degree will be considered.
* 5+ year's proven experience working with financial services advisors, preferably in a client service role.
* 2+ years of direct team leadership experience.
* Strong relationship building skills.
* Excellent communication skills - in writing/oral with internal/external partners.
* Experience with RIA/Wire and Independent community, separate accounts, UMAs, tax-efficient products and indexing a plus.
* Thorough knowledge of Microsoft Office Suite.
* Strong ability to learn new processes and systems.
* Exhibits clear project management skills; managing deadlines, keeping stakeholders informed, anticipating roadblocks, preparing back-up plans, etc.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
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 $78,000 and $140,000 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).
$78k-140k yearly Auto-Apply 60d+ ago
Client Onboarding Associate
KKR & Co. Inc. 5.0
Boston, MA job
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.
TEAM OVERVIEW
KKR's Client Operations Team supports clients in a variety of ways throughout the client lifecycle, from onboarding to investor communications, reporting, and overall relationship management across all asset classes, products and geographies. The team is global and works closely with KKR's Client Solutions ("KCS"), operational groups (Legal, Compliance, Finance, Treasury, Tax, Human Resources) and the firm's Investment professionals to provide information and solutions to clients.
KKR seeks to recruit an experienced professional who is passionate about providing a high quality client experience and enhancing data, processes and technological solutions to join the Client Operations Team and assume primary responsibility for client onboarding and managing client and other related information throughout the client lifecycle. This responsibility is large and growing, and is an opportunity to work in a cross-functional capacity with key internal and external stakeholders while simultaneously evolving operational workflows.
RESPONSIBILITIES
* Serve as the primary point of contact and process owner for the onboarding of new clients across all products and asset classes
* Manage end-to-end client onboarding workflows, such as KYC/AML, tax documents, document intake, investor portal setup, and internal system integration
* Coordinate across internal teams (legal, compliance, tax, finance, investment teams) to ensure timely and accurate onboarding
* Develop and maintain standardized procedures and playbooks for onboarding across fund structures and jurisdictions
* Own and enhance onboarding tracking tools, including dashboards, to monitor pipeline progress and identify bottlenecks
* Partner with technology teams to build automated and scalable onboarding solutions, and maintain an active backlog of system and workflow enhancements
* Contribute to the design and expansion of client self-service capabilities related to onboarding (e.g., data collection portals, onboarding checklists)
* Ensure all onboarding-related data, documents, and client records are complete, accurate, and audit-ready
* Lead periodic reviews of the onboarding experience to gather feedback and implement improvements that enhance client satisfaction
* Maintain and improve onboarding governance, including documentation standards, exception protocols, and data stewardship
* Support strategic initiatives related to onboarding, such as new product launches, regulatory updates, or cross-border operational alignment
* Serve as data steward with objectives of protecting and enriching investor and commitment data
* Continue the enhancement of robust data governance frameworks
* Build and support the self-service support framework to ensure we are providing the ideal experience for KKR LPs.
REQUIREMENTS
* Four-year bachelor's degree with a strong academic record from an accredited college or university
* Three to Five years of relevant experience, preferably working in financial services, consulting, financial administration or law
* Understanding of alternative investments and both equity and credit product offerings
* Prior relevant client service and project management experience, ideally at an alternative asset management firm and a commitment to providing best-in-class service
* Motivated self-starter who will own all operational aspects of the required processes
* Articulate, thoughtful professional with the ability listen well and ask targeted questions when needed
* Innovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firm
* Extremely high attention to detail and accountability
* Ability to maintain impeccable records of investor documents
* Highly organized with exceptional attention to detail and excellent follow-through
* Grace under pressure, a strong work ethic, 24/7 service mentality and a positive attitude
* Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humor
* An "always on call" orientation to work
* Ability to identify, escalate, and resolve problems/issues
#LI-ONSITE
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Base Salary Range
$100,000 - $130,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
$100k-130k yearly Auto-Apply 41d ago
MSIM- High Yield Research- Analyst
Morgan Stanley 4.6
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
Digital Experience - Personalization & Content Strategist
Natixis Investment Managers 4.7
Boston, MA job
Description We are seeking a senior-level strategist to lead and scale personalization initiatives across our client-facing digital ecosystem, to establish and deepen first-party digital relationships with financial advisors and institutional investors. You will be responsible for shaping the strategic vision and execution of personalized experiences that drive engagement, loyalty, and conversion among our key audiences. This role requires a blend of strategic leadership, cross-functional collaboration, and hands-on expertise with the Adobe Experience Platform and its personalization capabilities.
This role will focus on delivering differentiated experiences based on firm, segment and product eligibility, while optimizing user journeys for both known and anonymous users. The strategist will work cross-functionally to ensure that digital content and tools are aligned with client's needs and business goals. This is a hybrid position and located in our Boston, MA office. What you will do:
Strategic Leadership
Define and lead the personalization strategy for financial advisors and institutional investors, aligning with broader business and marketing objectives.
Champion a data-driven approach to content personalization across the organization.
Develop and execute a personalization roadmap tailored to financial advisors, incorporating firm-specific rules and product availability.
Collaborate with marketing, UX, data, and technology teams to align personalization efforts with broader advisor engagement strategies.
User Journey Optimization
Design and optimize digital pathways for both anonymous and known users.
Identify and address friction points to improve engagement, lead generation, and conversion.
Oversee login flows and personalized content delivery for authenticated users.
Content Performance Enhancements
Audit and refine client-facing content to improve relevance, conversion rates, and satisfaction.
Leverage performance analytics to inform ongoing content strategy and personalization efforts.
Gate content appropriately based on subscription level or firm permissions, while maintaining a seamless user experience.
Execution & Platform Management
Utilize Adobe Experience Manager, Adobe Target and Marketo to design, implement, and manage personalized user journeys across digital touchpoints.
Conduct A/B testing and iterative optimization of personalization experiences to maximize impact.
Cross-Functional Collaboration
Partner with teams across channel marketing, content, UX, analytics, and technology to ensure alignment and scalability.
Serve as a thought leader and advocate for personalization best practices within the organization.
What you will bring:
7+ years of experience in digital marketing, digital product ownership, digital experience/content strategy, or personalization, ideally in financial services.
Understanding of financial advisor and institutional investor personas and the financial services landscape.
Proven experience with Adobe Experience Manager, Personalization (Adobe Target) or similar personalization platforms.
Strong analytical skills and familiarity with web analytics tools (e.g., Adobe Analytics, Google Analytics, ContentSquare).
Experience with gated content strategies and subscription-based access models.
Excellent communication, collaboration, and stakeholder management skills.
Who we are: We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
#NatixisIMCulture
In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $90,000.00 - $145,000.00. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. 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 discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
$90k-145k yearly Auto-Apply 26d ago
Compliance - 40 Act - Associate
KKR & Co. Inc. 5.0
Boston, MA job
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.
TEAM OVERVIEW
KKR's Legal & Compliance team is involved in all matters of trading, anti-corruption, conflicts of interest, etc. to protect the firm, our clients and investors, and our reputation. The team advises on compliance, oversight, monitoring, and reporting of the Firm's trading platform and activities. The Legal & Compliance team drafts and updates KKR's policies and procedures to ensure accountability for legal and regulatory requirements and adherence to our high ethical standards. The team also provides support for our employees by advising on and creating precautions for personal conflicts matters including social media usage, personal investing, outside business activities, etc.
POSITION SUMMARY
KKR is seeking a resource to support the growing KKR Public Vehicle and Registered Investment Company platform (40 Act Platform). This role entails supporting the registered investment companies, registered business development companies ("BDCs"), and other public investment vehicles managed by KKR & Co. Inc., KKR Credit Advisors (US) LLC, KKR Registered Advisor LLC and FS/KKR Advisor, LLC. Based in Boston, this individual will be responsible for assisting with the development of the compliance and regulatory program aspects of the 40 Act Program and growing platform under KKR Public and Private Markets.
A successful candidate will typically have 4-6 years of experience with a demonstrated track record in the legal or compliance department of a leading financial services organization. Experience in U.S. federal securities laws, asset management and U.S. registered funds and related regulatory issues is preferred but not required. An understanding of the US securities laws, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and the Securities Act of 1933 is preferred but not required.
ROLES & RESPONSIBILITIES
* Support KKR Public and Private Markets' SEC exemptive relief program including ownership of corresponding processes, controls and documentation including investment allocation oversight and monitoring
* Assistance in preparation and distribution of board and committee materials and minutes for KKR Public and Private Markets' 40 Act Funds
* Assist onboard and regulatory governance requirements (charter requirements, NYSE, etc.)
* Work with broader Compliance team to build technology solutions to aid in execution of the relevant components of the '40 Act Platform
* Maintain regulatory filings calendar for the 40 Act Funds, including assistance in filing of board and executive officer Form 3s and Form 4s and other regulatory filings
* Coordination of 38(a)-1 compliance testing and monitoring program across KKR Public and Private Markets '40 Act Funds
* Perform reviews of Service Providers and Advisor investment guideline reporting
* Preparation of compliance reporting to Board (quarterly CCO Report, annual 38(a)-1 compliance report)
* Assist on affiliated transaction documentation and reporting
* Stay abreast of '40 Act regulatory matters and assist with exam preparedness efforts
* Filing and organization of fund legal documents and materials, including organization and maintenance of shared drives and Box folders
* Assist with drafting, updating and maintaining 40 Act Funds compliance policies and procedures
QUALIFICATIONS
* Minimum 4-6 years of experience in investment company and advisory compliance
* Experience and understanding of '40 Act regulatory landscape, examinations and areas of enforcement priorities
* Experience and understanding of SEC Investment Company and Investment Advisers Act Rules
* Strong interpersonal and relationship management skills with an ability to partner with front office executives to implement change
* High level of integrity, confidentiality and judgment
* Ability to make pragmatic decisions and recommendations to business constituents and firm management
* Ability to coordinate with other relevant functional groups including Legal, Treasury, Client Solutions Group, Finance and Operations and will interface regularly with KKR on legal and compliance matters
* Ability to independently manage multiple projects in a collaborative manner with multiple stakeholders through to completion in a dynamic and changing environment
* Accountable, with a strong sense of professionalism and integrity
* Highly organized, efficient and able to work to tight deadlines in a high-pressure environment
* Excellent interpersonal skills and the ability to build strong professional relationships at all levels, with both internal and external parties
* Maturity, presence, sound judgment and ability to form and express opinions effectively to cross-divisional teams, including senior management
* Excellent proficiency in Microsoft Excel, PowerPoint and other data analytics tools
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Base Salary Range
$105,000 - $130,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
$105k-130k yearly Auto-Apply 22d ago
Legal Counsel
Cambridge Associates LLC 4.8
Cambridge Associates LLC job in Boston, MA
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
The Legal Counsel - Investments will be responsible for delivering legal support for the client investment process. This work will include reviewing and negotiating a broad range of investments, with a focus on private funds, such as hedge funds, private equity funds and venture capital funds, as well as separately managed accounts. This lawyer will work with other lawyers and staff within the global Legal and Compliance Team. There will be significant interaction with the CA investment and operations teams; external investment management firms and their legal counsel; and other external parties. In addition, the scope of work may include supporting the development, launch and maintenance of investment vehicles.
Job Description:
* Review and negotiate alternative investments across all asset classes, with a focus on closed-end funds (e.g., private equity funds, private credit funds, venture capital funds, secondaries funds, co-investment funds, continuation vehicles); hedge funds; separately managed accounts; and traditional long-only funds.
* Advise investment teams on commercial and legal terms governing investments. Work closely with investment teams to seek to improve those terms in favor of CA's clients through negotiation. Draft and edit investment documents including side letter agreements.
* Assess suitability of investments from regulatory, tax and local-law standpoints for the accounts of a broad range of Endowment and Foundation, Pension, and Private clients operating and/or formed in many jurisdictions globally. Coordinate with and manage external counsel.
* Potentially support the development, launch and ongoing operation of various CA investment vehicles, including legal, regulatory and tax structuring, and drafting / reviewing and negotiating constituent documentation (e.g., limited partnership agreements, series agreements, associated offering documents).
* Assist operations with legal questions arising in the consummation of investments.
* Gain, record and retain familiarity with the unique characteristics and requirements of many clients.
* Direct, educate and instruct investments and operations teams regarding investment fund documentation and function.
* Advise on corporate actions (e.g., proposed fund amendments and consents), securities laws, the Advisers Act, corporate and other matters.
Qualifications
* J.D. degree required.
* Licensed and in good standing to practice in the United States.
* 3+ years of experience with a top law firm, or a combination of law firm and in-house experience.
* Flexibility
Experience and Skills
* General areas of law covered: discretionary and non-discretionary investment advisory services, investment management, private funds, securities, ERISA, general familiarity with U.S., U.K. and E.U. tax and regulatory matters related to private investment funds, transactional work.
* Experience with privately offered / alternative investments, and related legal documentation including partnership agreements, investment management agreements, LLC agreements, side letters, subscription agreements, NDAs, offering memoranda.
* Familiarity with institutional investment services and/or products.
* Specific experience with primary, secondary, and direct transactions in private equity and venture capital.
* Experience with regulatory, risk and compliance matters (primarily U.S., but U.K., E.U. will be helpful).
* General exposure to tax matters relating to private investment funds.
* Ability to organize and manage multiple projects simultaneously.
* Comfortable communicating with all levels of the firm (strong verbal skills).
* Comfort assessing relative risk and making reasoned decisions efficiently in a high-volume environment..
Base salary range for this role:
Pay Range Minimum:
194200
Pay Range Maximum:
264100
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
$129k-165k yearly est. 60d+ ago
Associate - Global Product Data Operations
Morgan Stanley 4.6
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 21d ago
Compliance - 40 Act Vice President
KKR & Co. Inc. 5.0
Boston, MA job
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.
TEAM OVERVIEW
KKR's Compliance team is responsible for developing and enforcing compliance policies and procedures, as well as tracking ongoing regulatory changes that may affect the firm. The team is also involved in the investment process to monitor and advise on compliance with guidelines for both strategic partners and clients. The team implements and monitors the firm's compliance programs to train employees, review and analyze conflicts of interests, review non-disclosure agreements, etc. The Compliance team also handles the due diligence process, assists with operational support for investing activities, and maintain compliance with the firm's Code of Ethics.
POSITION SUMMARY
KKR is seeking a Compliance Vice President to support the growing KKR Public Vehicle and Registered Investment Company platform (40 Act Platform). This role entails supporting the registered investment companies, registered business development companies ("BDCs"), and other public investment vehicles managed by KKR & Co. Inc., KKR Credit Advisors (US) LLC, KKR Registered Advisor LLC and FS/KKR Advisor, LLC. Based in Boston, this individual will be responsible for assisting with the development of the compliance and regulatory program aspects of the 40 Act Program and growing platform under KKR Public and Private Markets.
A successful candidate will typically have 8+ years of experience with a demonstrated track record in the legal or compliance department of a leading financial services organization. Experience in U.S. federal securities laws, asset management and U.S. registered funds and related regulatory issues are is preferred but not required. An understanding of the US securities laws, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and the Securities Act of 1933 is preferred but not required.
RESPONSIBILITIES
* Support KKR Public and Private Markets' SEC exemptive relief program including ownership of corresponding processes, controls and documentation including investment allocation oversight and monitoring
* Assistance in preparation and distribution of board and committee materials and minutes for KKR Public and Private Markets' 40 Act Funds
* Assist onboard and regulatory governance requirements (charter requirements, NYSE, etc.)
* Work with broader Compliance team to build technology solutions to aid in execution of the relevant components of the '40 Act Platform
* Maintain regulatory filings calendar for the 40 Act Funds, including assistance in filing of board and executive officer Form 3s and Form 4s and other regulatory filings
* Coordination of 38(a)-1 compliance testing and monitoring program across KKR Public and Private Markets '40 Act Funds
* Perform reviews of Service Providers and Advisor investment guideline reporting
* Preparation of compliance reporting to Board (quarterly CCO Report, annual 38(a)-1 compliance report)
* Assist on affiliated transaction documentation and reporting
* Stay abreast of '40 Act regulatory matters and assist with exam preparedness efforts
* Filing and organization of fund legal documents and materials, including organization and maintenance of shared drives and Box folders
* Assist with drafting, updating and maintaining 40 Act Funds compliance policies and procedures
QUALIFICATIONS
* 8+ years of experience in investment company and advisory compliance
* Experience and understanding of '40 Act regulatory landscape, examinations and areas of enforcement priorities
* Experience and understanding of SEC Investment Company and Investment Advisers Act Rules
* Strong interpersonal and relationship management skills with an ability to partner with front office executives to implement change
* High level of integrity, confidentiality and judgment
CRITICAL COMPETENCIES FOR SUCCESS
* Ability to make pragmatic decisions and recommendations to business constituents and firm management
* Ability to coordinate with other relevant functional groups including Legal, Treasury, Client Solutions Group, Finance and Operations and will interface regularly with KKR on legal and compliance matters
* Ability to independently manage multiple projects in a collaborative manner with multiple stakeholders through to completion in a dynamic and changing environment
* Accountable, with a strong sense of professionalism and integrity
* Highly organized, efficient and able to work to tight deadlines in a high-pressure environment
* Excellent interpersonal skills and the ability to build strong professional relationships at all levels, with both internal and external parties
* Maturity, presence, sound judgment and ability to form and express opinions effectively to cross-divisional teams, including senior management
* Excellent proficiency in Microsoft Excel, PowerPoint and other data analytics tools
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Base Salary Range
$150,000 - $175,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
$150k-175k yearly Auto-Apply 55d ago
2025 Technology Full-Time Analyst Program (Boston)
Morgan Stanley Campus 4.6
Boston, MA job
Technology Analysts will be preplaced to a division within Technology. Upon completion of the training program, graduates join the technology team that best matches their skills and interests. Training Program: Technology Analysts begin their training in February and August of each year, depending on their graduation date. Analysts will participate in a 15-week global training program, which includes an orientation to the Firm, intensive technology training, introduction to proprietary technologies, and functional training culminating in a four-week group project. Throughout the Program, Analysts will have the opportunity to build a strong global peer network. The comprehensive skills acquired during our training programs provide the Analysts with the tools necessary for the Associate role.
Role and Responsibilities:
Development Teams: Our development teams design, develop and maintain applications used by our business units. Daily activities include: meeting with clients to gather and analyze requirements. Clients make system design decisions, evaluating, integrating and developing necessary software, and then test and deploy applications to production. Developing high-performing, low-latency electronic trading systems, and evolving complex workflows and life-cycle management capabilities are just some of the projects available for developers.
Enterprise Engineering Teams: Our platform-facing teams develop cutting-edge systems to run our business. Our engineers provide tools, applications and platforms such as the Firm's networks, computing hardware, operating systems and databases for the Firm's trading applications, mobile applications and other end-user applications. Engineering the Firm's websites, managing the Windows plant and developing a client reporting delivery system are some of the projects available for engineers in our organization.
Business Analyst Teams: Our business analysts play a key role engaging with our business units to analyze, capture, and validate requirements with technology teams in order to solve business challenges in an agile fashion. Business analysts provide technical, data analytics, data science, and process excellence skills to support up-front product and data analysis as well as end-to-end solution development.
Qualifications and Skills:
You have a cumulative GPA of 3.0/4.0. You possess excellent problem-solving, communication, teamwork and analytical skills. Experience in the financial services sector is not required.
Development/Enterprise Engineering: You are in your final year of study towards a bachelor's or master's in Computer Science, Computer Engineering, Electrical Engineering, Mathematics, Physics, Software Engineering or other related technical majors. Superior technical skills, including a strong understanding of Linux /Unix and Windows, competency in at least one programming language (e.g., C, C++, Java or C#) as well as experience in object-oriented development, good comprehension of data structures, algorithms and complexity theory, strong database and scripting skills.
Business & Data Analysts: You are in your final year of study towards a bachelor's or master's in Business, Economics, Computer Science, Engineering or other related major with a keen interest in the financial services industry, a strong interest in technology, ability to document IT solution requirements (business, functional and/or technical), and strong technical knowledge.
$97k-126k yearly est. 60d+ ago
Business Service Officer
Morgan Stanley 4.6
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 54d ago
Vice President - Investment Management Operations
Morgan Stanley 4.6
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 60d+ ago
Investment Analyst, Real Assets
Cambridge Associates LLC 4.8
Cambridge Associates LLC job in Boston, MA
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
The Real Assets Investment Group provides clients with investment management services across the full spectrum of public and private real assets investments, including real estate, infrastructure, and natural resources. Led by senior professionals with significant financial industry and real assets market experience, this global 20-person team is responsible for evaluating real assets markets, identifying investment opportunities, and managing client portfolios. We advise our clients on making debt and equity investments into real assets via public and private investment vehicles, co-investments, and separate accounts.
This role focuses on three primary responsibilities: 1) researching real assets market trends, products and investment managers; 2) contributing to underwriting of real assets co-investment transactions on behalf of clients; and 3) serving as a resource to the firm.
Job Description:
RESPONSIBILITIES
* Act as a point of contact for private and public real asset investment managers, including coordinating and participating in meetings with investment managers. Participate in the manager assessment process, including writing summaries of each meeting for distribution within the firm.
* Work with Investment Directors to complete in-depth written due diligence on current private and public real asset investment opportunities. Responsibilities include: attendance of manager meetings, due diligence planning, travel to on-site meetings, reference calls with portfolio company CEOs and senior level professionals, evaluation of the fund team, strategy, and performance, analysis of relevant positives and issues, and review of fund legal terms.
* Serve as a resource to colleagues seeking current information on private and public real asset investment opportunities, including data and analysis, comparison to other fund managers, and the opinion of the Real Assets team.
* Monitor market trends related to fundraising and investment activity and contribute to periodic market updates that are accessed by investment staff and clients.
* Prepare materials for and participate in monthly firm-wide meetings where the Real Assets team discusses recent manager meetings and current investment opportunities of interest.
QUALIFICATIONS
* Bachelor's degree (any major) with a record of achievement.
* 0-2 years of work and/or internship experience preferred
* Strong interest in investments, particularly real assets.
* Demonstrated facility for written communication and strong business writing skills.
* Ability and willingness to engage in conversation with managers and references.
* Strong analytical and quantitative skills.
* Familiarity with Microsoft Office suite and strong Excel and PowerPoint skills
* Ability to work both independently and in a team under tight deadlines.
* Willingness and ability to travel occasionally.
Base salary range for this role:
Pay Range Minimum:
80000
Pay Range Maximum:
88500
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
$122k-174k yearly est. 53d ago
Principal Infrastructure Engineer
KKR & Co. Inc. 5.0
Boston, MA job
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.
TEAM OVERVIEW
KKR's Technology team is responsible for building and supporting the firm's technological foundation. Technology is regarded as a key business enabler at KKR and is an important accelerator for global scale and business process transformation. We drive a culture of excellence through efficient workflow automation, the democratization of data, and the strategic implementation of emerging technologies to consistently serve our business needs.
POSITION SUMMARY
KKR is seeking a Principal Infrastructure Engineer to serve as a hands-on technical thought leader for the firm's core technology infrastructure. This individual will partner with Global teams across Network, Compute, Storage, Productivity Software, and Desktop Computing to drive the evolution towards next-generation capabilities.
This role is for a deeply technical and forward-thinking expert who will be responsible for providing architectural guidance, leading innovation, and solving the most complex engineering challenges. The ideal candidate will have a profound impact on the firm's technological agility and ability to deliver high-impact business outcomes through state-of-the-art infrastructure.
RESPONSIBILITIES
* Technical Strategy & Architecture: Act as the key technical authority for infrastructure architecture. Design and develop scalable, resilient, and secure solutions across on-premise and cloud environments.
* Innovation & Thought Leadership: Research, prototype, and champion emerging technologies and methodologies to advance the firm's infrastructure. Drive proof-of-concept initiatives to validate new solutions.
* Technical Mentorship: Provide expert guidance and mentorship to infrastructure engineers, elevating the technical capabilities of the team and fostering a culture of engineering excellence.
* Cross-Functional Partnership: Collaborate closely with application development, cybersecurity, and business stakeholders to ensure infrastructure strategy is tightly aligned with their needs and roadmaps.
* Complex Problem Solving: Serve as the highest point of technical escalation for critical infrastructure issues, leading troubleshooting efforts for complex, cross-domain problems.
* Standards and Automation: Define and promote best practices, engineering standards, and patterns. Drive the automation of infrastructure provisioning, configuration, and operations to enhance agility and reduce risk.
QUALIFICATIONS
* Bachelor's degree in computer science, Engineering, or a related field; an advanced degree is highly desirable.
* 15+ years of hands-on experience in infrastructure engineering, with a demonstrated progression to a principal-level role in a large-scale, global enterprise.
* Expert-level, hands-on expertise in multiple core infrastructure domains: advanced networking (SDN, cloud networking), enterprise storage, hyper-converged systems, virtualization, and public/private cloud platforms (AWS, Azure).
* Proven track record of leading the design and implementation of significant, complex infrastructure projects that delivered measurable business value.
* Expert-level, hands on with MS Windows Operating Systems and related services.
* Deep experience with Infrastructure as Code (IaC) and automation tools (e.g., Terraform, Ansible, Python).
* Exceptional analytical and problem-solving skills, with the ability to think strategically and execute methodically.
* Strong communication and influencing skills, capable of articulating complex technical concepts to both technical peers and non-technical stakeholders.
* A passion for technology and a relentless drive for continuous improvement and innovation.
#LI-ONSITE
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Base Salary Range
$200,000 - $235,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
$200k-235k yearly Auto-Apply 60d+ ago
Accounting Intern
Cambridge Associates 4.8
Cambridge Associates job in Boston, MA
Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
Accounting Internship
POSITION SPECIFICS
Location of position: Boston, MA
Required for application: Resume
Hours/Comp Compensation: Interns are expected to work 40 hours per week during the summer (June-September) and 12-15+ hours per week during the academic year. Hourly Rate is $22.50.
ACCOUNTING PROGRAM
Cambridge Associates (CA) is looking for an Accounting Intern for its corporate accounting department located in Boston, MA. Candidate must be actively enrolled in an undergraduate program at an accredited local College or University. Under the supervision of our staff, the candidate can expect to participate in the preparation of journal entries and financial reports, analyze actual financial data, learn accounting software, and assist with other accounting activities.
Job Description:
Responsibilities:
Prepare draft fixed fee invoices for review and approval, then finalize and send the approved invoices to clients.
Assisting with research, filing, data entry, and recording and maintaining accurate and complete financial records.
Communication with clients (ie, responding to inquires pertaining to fees and collection inquiries).
Learning how to work as part of the Accounting team to compile and analyze data, track information, and support senior members of the accounting team.
Taking on additional tasks or projects to learn more about accounting and office operations.
Qualifications:
A high level of integrity, accuracy, dependability, enthusiasm, and confidentiality.
Proficient in Microsoft Office applications (Excel, Word, and PowerPoint).
Ability to work a minimum of 12-15+ hours per week during academic year and up to 40 hours per week during the summer (June-September).
Must be authorized to work in the U.S. without Visa sponsorship.
OUR CLIENTS, CULTURE & PEOPLE
Cambridge Associates is a global investment firm and aims to help clients implement and manage custom investment portfolios. We believe our clients come first. Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. Ours is a long-term business with long-term client relationships. We bring a deep knowledge of portfolio management best practices to the clients we serve.
Cambridge Associates believes culture is central to your success and ours. We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At Cambridge, collaboration wins, kindness matters, and your success is our priority. We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.
We actively recruit and invest in the most dynamic and diverse talent and then empower our employees to succeed. Cambridge strongly encourages applications for our Accounting & Finance Internship Program from high-achieving, underrepresented candidates, including students who self-identify as female, Black/African American, Hispanic/Latinx, Native American and/or LGBTQAI.
EQUAL OPPORTUNITY EMPLOYMENT
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
Base salary range for this role:
Pay Range Minimum:
0
Pay Range Maximum:
0
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
$22.5 hourly Auto-Apply 13d ago
Assistant Controller
Harbourvest Partners 4.5
Boston, MA job
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
Position Summary
We are seeking a diligent and knowledgeable Assistant Controller to oversee all aspects of financial analysis, accounting, taxation, treasury functions, internal controls, external auditors, and third-party service providers. Review involves completeness of reconciliation, supporting files and relies upon Assistant Controller's knowledge of the investment portfolio and complex fund structures / rebalancing concept.
________________________________________
Key Responsibilities
Financial Reporting: Oversee month/quarter-end pricing, financial reporting, and accounting for funds, ensuring a deep understanding of underlying investments.
Review quarterly rebalance templates and mechanics, as well as management and incentive fee calculations.
Ensure quarterly and annual financial statements comply with US GAAP, Lux GAAP, and other applicable standards.
Coordinate technical accounting research and apply findings to fund and investment activities.
Maintain relationships and coordinate audits with third-party fund administrators, external auditors, and tax advisers.
Prepare and analyze fund cash flow, oversee operating cash, and coordinate payments and liquidity assessments with internal and external teams.
Compile and review financial information for regulatory filings (e.g., Form ADV/PF, Annex IV), and respond to ad hoc senior management and client inquiries.
Build and maintain collaborative relationships with internal and external stakeholders, fielding questions and supporting portfolio management and controller analyses.
________________________________________
Qualifications
Proven track record of owning the day-to-day operations with fund administrators, including communications for capital calls, distributions, redemptions, and financial reporting
8-12 Years of private equity, semi-liquid / retail product, SEC registered product, or infrastructure/real assets accounting and reporting experience
Cultivate strong working relationships with both internal teams and external partners.
Communicate ideas and information clearly and effectively across all audiences.
Proactive approach, forward thinker who can set and lead a project to ensure deliverables are completed on schedule
Bachelor's degree in Accounting or equivalent experience; CPA required.
#LI-Hybrid
Salary Range
$145,000.00 - $210,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.
$145k-210k yearly Auto-Apply 21d ago
Senior Associate, Investor and Client Data
Harbourvest Partners 4.5
Boston, MA job
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed
.
Do you want to play a crucial part in improving data at a top private equity firm? As a Senior Business Analyst at HarbourVest, you will craft & execute strategies to improve investor & client data towards helping HarbourVest be more efficient, deliver a better client experience, and reduce risk. The Senior Business Analyst, Investor & Client Data will work closely with multiple internal & external teams - Investor Relations & Commercial Operations, Wealth Strategy & Distribution, Marketing, Client Services & Administration, Regulatory & Compliance, IT, external fund administrators, and data & technology vendors - to develop a sustainable & scalable data model meets the needs of those businesses. We are seeking an analytical, interpersonal, and growth-minded individual who is passionate about delivering data & technology solutions for a global private equity firm.
The ideal candidate is someone who is:
Demonstrated proficiency in crafting and integrating data models, tools, and technologies specific to financial services.
Proficient in CRM systems (Salesforce), data modeling, and architecture.
Experienced in developing data governance frameworks.
Proficient in data analysis and consolidating data from various systems.
Coordinated, strategic, and passionate about data solutions.
Knowledgeable about private equity operations, data, and tools (eFront).
Able to work collaboratively with a variety of teams and external collaborators.
What you will do:
Formulate and apply an Investor & Client data model to align with business objectives.
Guarantee the precision, thoroughness, and uniformity of data across various systems.
Coordinate data collection, maintenance, and accuracy across various platforms.
Improve client insights by developing reporting tools in Salesforce and Power BI.
Identify and implement process improvements to optimize data workflows.
Ensure compliance with regulatory standards and internal policies.
Collaborate with internal teams and external partners to fulfill data needs.
And other responsibilities as required.
What you bring:
Experience in automating data input, analysis processes, and reporting.
Familiarity with data visualization tools such as Salesforce, Power BI, or Tableau.
Ability to handle numerous tasks and meet deadlines in a fast-paced environment.
Strong quantitative, analytical, and problem-solving skills.
Outstanding ability to maintain order and focus on details.
Proficiency in conveying information accurately through written and verbal means.
A great teammate with the ability to collaborate across departments.
Proficiency in financial services, particularly private equity and wealth distribution, is greatly valued.
Education Preferred:
Bachelor's degree in Business, Finance, Economics, Data, Technology, or an equivalent. Master's degree or equivalent experience preferred.
Experience:
2-8+ years of experience in data management, financial services, or private equity - preferably in a data and/or technology strategy role.
#LI-Hybrid
Salary Range
$90,000.00 - $136,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.
$90k-136k yearly Auto-Apply 48d ago
HR Technical Solution Architect
KKR & Co. Inc. 5.0
Boston, MA job
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.
POSITION SUMMARY
We are seeking a highly skilled and strategic HR Technology Solution Architect to lead the technical delivery and optimization of our Workday platform and supplemental HR systems. This role is a subject matter expert (SME) of workday and other supplemental HR systems and responsible for technical service delivery of our HR tech stack, from system administration and upgrades to complex integrations and security.
RESPONSIBILITIES
* Solution Design & Development: Architect and implement end-to-end Workday solutions leveraging Extend, Orchestrate, Prism, and Integrations (Core Connectors, Studio, EIB, REST, SOAP). Design secure, scalable applications and workflows aligned with business objectives and control frameworks.
* Data & Analytics: Build and manage Prism datasets and pipelines to integrate and analyze data from multiple systems. Develop robust reporting and dashboards to support strategic HR insights and compliance monitoring needs in partnership with the People Analytics team.
* Governance, Security & Compliance: Ensure all Workday solutions comply with SOX, GDPR, and data privacy regulations. Partner with Information Security and Audit teams to define access controls, segregation of duties, and compliance documentation. Maintain rigorous change management and testing processes aligned with Internal Audit standards. Collaborate with Information Security, Audit and Human Capital Operations on periodic reviews, system certifications, and overall governance frameworks.
* Support & Training: Provide advanced Tier 2 (L2) support for Workday modules, helping resolve data integrity issues and testing new features. You will be able to translate complex technical concepts into understandable terms for non-technical audiences.
* Continuous Improvement: Stay informed about emerging HR technologies and trends to recommend innovative solutions. You will foster a culture of continuous improvement by regularly reviewing and enhancing HR tech solutions to meet evolving business needs.
* Implementation & Upgrades: Serve as an advanced SME for Workday and other HR systems. You will lead and manage implementation, upgrade, and optimization projects, as well as actively participating in the design, planning, and support of new HR systems. Manage Workday releases and associated regression testing.
QUALIFICATIONS
* 10+ years of progressive experience in HR technology or a similar role, with deep hands-on experience in Workday HCM, Greenhouse, and other systems in a global environment.
* Education: Bachelor's degree in Business, Computer Science, Human Resources, or a related field.
* Technical Expertise: Deep expertise in multiple Workday modules (e.g., Core HCM, Benefits, Compensation, Payroll, Absence, Performance, Talent, Recruiting, Reporting). Hands-on experience with Workday Extend application development and deployment. Hands-on experience with building Workday Prism data pipelines. You should also have experience with Workday Integrations (EIBs, Core Connectors, Workday Studio). Understanding of change control, release management, and ticketing tools (e.g., ServiceNow). Experience with custom Workday objects, business processes, report creation and HCM configuration.
* Functional Knowledge: Strong functional and business knowledge of HR processes, including the recruiting lifecycle, onboarding workflows, and HR tech data architecture. Knowledge of Workday security and reporting concepts.
* Excellent interpersonal, communication, and teamwork skills. Strong analytical and problem-solving skills with a solid foundation in SDLC. You must have the ability to manage multiple initiatives in a global organization.
* Service Now HRSD experience desirable.
#LI-ONSITE
This is the expected annual base salary range for this New York-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Base Salary Range
$150,000 - $190,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
$150k-190k yearly Auto-Apply 60d+ ago
Financial Planning & Analysis Intern
Cambridge Associates 4.8
Cambridge Associates job in Boston, MA
Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
Financial Planning & Analysis Internship
POSITION SPECIFICS
Location of position: Boston, MA
Required for application: Resume
Hours/Compensation: Interns are expected to work 40 hours per week from early June through mid-August. $22.50/hr
Financial Planning & Analysis (FP&A) Internship Program
Cambridge Associates (CA) is looking for a Financial Planning & Analysis (FP&A) Intern for its Finance department located in Boston, MA. The candidate must be actively enrolled in an undergraduate program at an accredited local College or University majoring in Accounting or Finance. Under the supervision of our FP&A team members, the candidate can expect to participate in data analysis, financial reporting, forecasting, budgeting and other ad hoc financial analysis requests.
Job Description:
Responsibilities:
· The candidate will support the FP&A team broadly and gain exposure to the full spectrum of analysis and reporting that is provided to business unit and firm leadership
· Activities and responsibilities will range from in-depth data analysis, building and updating financials, updating financial reporting packages, adjusting and reviewing monthly forecasts, participating in the budgeting process and participating in conversations with stakeholders (both within the Accounting & Finance and more broadly within the organization)
· Additional responsibilities may include ad-hoc requests as they arise and supporting other FP&A team objectives such as standardizing processes, documenting existing procedures and finding new and innovative ways to leverage the technology available (namely the Oracle environment).
Qualifications:
Must be working towards a degree in accounting, finance, or a related field
A high level of integrity, accuracy, dependability, enthusiasm, and confidentiality
Proficient in Microsoft Office applications (Excel, Word, and PowerPoint)
Ability to work 40 hours per week
Must be authorized to work in the U.S. without Visa sponsorship
OUR CLIENTS, CULTURE & PEOPLE
Cambridge Associates is a global investment firm and aims to help clients implement and manage custom investment portfolios. We believe our clients come first. Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. Ours is a long-term business with long-term client relationships. We bring a deep knowledge of portfolio management best practices to the clients we serve.
Cambridge Associates believes culture is central to your success and ours. Here, we celebrate the individual while we support global connectivity. At Cambridge, collaboration wins, kindness matters, and your success is our priority.
Base salary range for this role:
Pay Range Minimum:
0
Pay Range Maximum:
0
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
Zippia gives an in-depth look into the details of Cambridge Associates, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Cambridge Associates. The employee data is based on information from people who have self-reported their past or current employments at Cambridge Associates. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Cambridge Associates. The data presented on this page does not represent the view of Cambridge Associates and its employees or that of Zippia.
Cambridge Associates may also be known as or be related to Cambridge Associates, Cambridge Associates LLC, Cambridge Associates LLC. and Cambridge Associates, LLC.